Data Management &

Integration Approaches YOUR organization’s data integration needs &

key considerations for success

Informatica Cloud

John Janich

Agenda

Data Management and Integration Basics

Integration 101

Customer Success Story

Demo

Q&A

Who uses (or has used) the Apex Data Loader?

Who uses Informatica Cloud’s free Data Loader?

Who uses Informatica Cloud advanced editions?

Who uses other Salesforce integration tools?

….who has no idea what I’m talking about?

Before we get started

What information do you want to go into Salesforce?

Where is does this data reside?

Do you need to pull data out of Salesforce? If so, what? At what frequency? What is the process?

Do you need to replicate Salesforce data for reporting?

KNOW YOUR DATA!

Today’s Needs:

Simple data loading

Manual, ad-hoc

Low Maintenance

Future Needs:

Internal skills/resources available

Scalable solution

Don’t Code Yourself Into a Corner!

“Start small, think big.”

Customer, product, order, pricing master

What ERP system is in house?

Frequency of CRM integration

Batch and real-time?

What is Your System of Record?

Now you know what data you want to integrate , HOW are you going to do it?

Knowing the Salesforce Integration Options

Cloud Services

2

Free Tools

1

Greater Adoption

More Business Value

Stronger Connection

Benefits Include…

Informatica Cloud

Free Tools: Import Wizard & Data Loader

Free Tools: Starting with the Data Loader

3

Free Tools

1 Pros:

FREE

Easiest way to get your feet wet

“Good enough” might just be

Cons:

Loading data is just one requirement

Ad hoc vs. automated (scheduled)

AppExchange: What Options are There?

Search Data

Integration

140 options!

The Latest Trend: Cloud Integration Benefits include…

Cloud Services

2 Rapid Deployment

Ease of Use

Minimal Training

Fewer IT Resources

Automatic Upgrades

Subscription Pricing

Evaluating a Cloud Integration Solution

1. Multitenant vs. Hosted

2. Ease to Use

3. Can You Try Before Buying

David Linthicum, What to Look for When Evaluating Integration-as-a-Service Solutions

4. Role of IT

5. Will it Scale?

6. Is the Vendor Viable?

Informatica Cloud

www.InformaticaCloud.com

Prestige Cruise Holdings Success Story

Challenge Synchronize data from Data Warehouse with

Salesforce.com to give field sales a timely, accurate view of B2B relationships and performance

Provide geographically dispersed sales force with easy access to accurate up-to-date data

Overcome resources limitations: only one employee to manage Salesforce.com

Increase overall agility of the CRM/Integration platform

Prestige Cruise Holdings Success Story

Strategy How much data and how often?

Leverage event-based triggers to limit synchronization time

Due to resource limitations, we needed an agile plug-and-play solution

Find a product with a proven track record

- Frequency: Real Time/Batched

- Data Flow: Bi-Directional

~60,000 Accounts

~100,000 Contacts

~300,000 Opportunities

~100,000 Others

Prestige Cruise Holdings Success Story

Results & Lessons Learned With planning, baseline cloud integration took

12 hours to complete

Daily integration process consists of 3 task flows with a total of 40 data synchronization tasks

Reduced processing time ~200% using Bulk API and Real-Time Outbound Messaging

~500k records processed daily

Adjustments are often made in less than 1 hour, including testing

“Thanks to Informatica Cloud, Prestige Cruise Holdings’ innovation and business agility are light-years ahead of where they used to be.”

- Javier Gonzalez. CRM Manager, Prestige Cruise Holdings, Inc.

Brief Demonstration

www.InformaticaCloud.com

Q&A

John Janich

Thank YOU! www.InformaticaCloud.com