System Overload: Getting Control of Your Data and Sanity

System Overload: Getting Control of Your Data and Sanity Andy Lebin, Genesys Conferencing Hernan Vera, Ryder Ezra Kenigsberg, salesforce.com

Safe Harbor Statement ,[object Object],[object Object],[object Object],[object Object],[object Object]

Introduction and Session Overview ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Are we happy with our data? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

What do we need to remember? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

How do we set our strategy? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Genesys Conferencing ,[object Object],[object Object],[object Object],INDUSTRY: Communication Solutions EMPLOYEES: 1,018 GEOGRAPHY: Global PRODUCT(S) USED: SFA, Service & Support, 6 downloaded AppExchange applications, 8 custom apps # USERS: 610 2005 REV: $176.5 million

Stop The Insanity!! ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

The Genesys Cure ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Best Practice Score/Dashboard Direct quarterly emails to users re-inforces compliance and dashboard use Company measurement graphs displays overall company success Individual user measurement Wall of Fame/Shame

Third Party Application – Demand Tools Find existing records in SFDC before importing by using the Discovery function of Demand Tools

Third Party Application – Demand Tools De-duplication of SFDC contact records by using certain criteria

Customer Onboading Process – Current and Future

Next Steps ,[object Object],[object Object],[object Object]

Hernan Vera Director of Marketing [email_address] How Do We Get Control over Our Data?

Ryder System, Inc. ,[object Object],[object Object],[object Object],[object Object],[object Object],INDUSTRY: Transportation & Logistics EMPLOYEES: 23,000 GEOGRAPHY: Global PRODUCT(S) USED: SFA, Customer Connect, Clicktools, Services Project Manager, Strategic Account Management # USERS: 90

Integrating with Financial System – The Problem ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Integrating with Financial System – The Solution ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],DEPLOYMENT DETAILS

[object Object],Current Data Architecture Salesforce Excel Connector Validation Current Customer Contracts Monthly Manual Load (tied to location) 1,000 Contracts (locations) Keyed in to by Sales Operations Team Flat file with Revenue, Margin and location data Imported by Sales Operations Admin team Export Contract Data Financial Reporting System Salesforce Excel Connector

[object Object],Future Data Architecture Current Customer Contracts Valid- ation Tool 1,000 Contracts (locations) Keyed in to by Sales Operations Team Financial Reporting System Monthly Automated Load (Tool TBD)

Excel Connector ,[object Object],[object Object]

Data Hygiene - The Problem ,[object Object],[object Object],[object Object],[object Object],[object Object]

Data Hygiene – The Solution ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Customer Connect – DUNS Linkage ,[object Object],[object Object],[object Object],[object Object],[object Object]

Customer Connect – DUNS Linkage ,[object Object],[object Object]

Data Hygiene – Exception reports ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Summary ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

What lessons can we take? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Andy Lebin Salesforce Administrator, NA Hernan Vera Director of Marketing Brian Wiebe Data Services – Global Program Manager QUESTION & ANSWER SESSION Ezra Kenigsberg Data Services – Manager, Midwest

Session Feedback Let us know how we’re doing! ,[object Object],[object Object],[object Object],[object Object],[object Object],Save time! Use your cell phone or mobile device to send Feedback via SMS/Text Messaging! Send a message to 26335 In the message body: Session 124, #### For example, “ Session 123, 5555 ” Session ID: 124 Session ID # Scores for 4 categories SMS Voting powered by:

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System Overload: Getting Control of Your Data and Sanity