Transcript: #StandardsGoals for 2024: What’s new for BISAC - Tech Forum 2024
Social Enterprise Comes to Life with Integration
1. Social Enterprise for Distribution
Brought to Life with Integration
FEATURING: Neill Corporation
Jody Hamlett, Configero
Darren Cunningham, Informatica Cloud
Twitter: @infacloud
2. Today’s Presenters
Edwin Neill, III Louie Lago
Chief Executive Vice President of
Officer Business Development
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3. Today’s Sponsors
Jody Hamlett Darren Cunningham
Managing Director VP Marketing
www.configero.com www.informatica.com
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4. Today’s Agenda
• Need for Cloud Integration in Distribution
• Neill Corporation Case Study
• Force.com and Informatica Cloud Demo
• Configero Distribution Best Practices
• Discussion and Next Steps
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5. Benefits of Cloud Integration Include….
Customer Service Marketing
Sales
Quote
Fulfill Orders correct prices
in real time
Accelerate Maximize
cash flows Get a single
Operations Finance Revenue
view
Mainframe
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6. Informatica Cloud
Simplicity
Rapid Deployment
Unified Platform
“ Informatica Cloud is helping our customers
realize success by bringing the
right information to the right users at the right
time and ensuring high adoption
and long-term ROI. ”
www.InformaticaCloud.com - Mike Rosenbaum, SVP AppExchange
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8. Distribution Challenges
• Master files
• Globalization
• Currency
• Language
• Multiple ERPs
• Department based
• Regional based
• Legacy infrastructure via acquisitions
• Customer facing / high volume interface (portal)
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9. Today’s Agenda
• Need for Cloud Integration in Distribution
• Neill Corporation Case Study
• Force.com and Informatica Cloud Demo
• Configero Distribution Best Practices
• Discussion and Next Steps
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10. Background – Neill Corporation
• Major AVEDA distributor
• Offers full suite of salon
technology, education, and
retail services
• Industry leader in innovation
for salons and spas with
cloud and mobile solution
offerings
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11. Need for Innovation Internally…
• Disconnected data across sales teams, salon sites and very little knowledge sharing
across roles and departments
• Lack of productivity due to manual access and entry of data required to sell
effectively
• Poor data quality and limited visibility into salon-specific information (i.e. order history,
# of chairs, stylists)
• Inefficient product launch making it difficult to manage and track product launch
metrics and ROI
• Poor visibility into issues, challenges and performance across salon sites
• Time gaps between field rep activity/updates and executive insight
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12. Why Salesforce.com?
Ineffective proprietary, non cloud-based in-house CRM
Cloud-based approach and Salesforce industry leadership status was
key in decision
Solution was best aligned with how our team works
Provided most flexibility with supporting existing systems
Easy-to-use and addressed previously cumbersome sales and
reporting tasks
Impressive network of expert partners like Configero with deep domain
and business transformation expertise
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13. Seamless Deployment
• Huge focus on data quality process and
strategies
• Initially deployed for lead management but
quickly saw need to expand and connect more
areas of the business
• Partner expertise critical
• Process-driven focus
• Armed us with strategies and a roadmap that
took us far beyond implementation
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14. Assembling Cross-Functional Team
Neill Executive
Team
Project Lead Project Lead
Business Development
Super Users
Analyst Team
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15. CLOUD Success
ENTERPRISE-WIDE
Education Technology Distribution
Consolidate process for 20 locations
under new AVEDA Institutes South
Mobile deployment to salon
Exploring Community site for student development partner team (Field
Service Cloud for support reps
database Sales) via iPads
17. Sales Cloud Powers Modern Sales Force
• Salon development partners now
connected in the cloud
• Instantly update salon orders on-
the-go
• Inside and field reps collaborate
on leads, opportunities via
Chatter
• Field reps create and follow
“Game Plans” leveraging best
practices
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18. Top-Down Visibility
• Performance trending across salons
• Powerful, real-time sales intelligence
• Product launch analytics for improved
campaigns
• Top-down insight and knowledge
sharing across organization
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19. Creating a Social Enterprise at Neill
• Facilitate information-
sharing between Inside Reps
and Field Teams
• Access to sales activity,
revenue forecasts, cases
• Centralized knowledgebase
for entire organization
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20. “Game Plans” for Sales Success
• Desired outcome of activities
• How to accomplish recommendations
• Tools needed for comprehensive sales cycle support
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21. Informatica Cloud: True SaaS Integration
Multitenant Cloud-based Service…
Your Company
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1
Secure
Agent
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22. Real Business Impact
• Dramatically improved sales productivity
• An average of one hour per day per rep
saved
• More motivated, results-driven sales
team
• Unparalleled decision-making
intelligence
Next Steps to Continue Innovation at Neill…
Marketing Automation
Integration with SalonBiz Technology
Pay-Per-Click Advertising Optimization
Education Event Booking
Force.com Student Community Site
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23. Today’s Agenda
• Need for Cloud Integration in Distribution
• Neill Corporation Case Study
• Force.com and Informatica Cloud Demo
• Configero Distribution Best Practices
• Discussion and Next Steps
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24. Best Practices
Process Adoption
Encourage business ownership across the organization
Establish an on-going communication plan: Top-Down Approach
Leverage existing business process experts
Make data quality a business priority, not just an IT task
Best-in-Class Technology / Services
Engage with expert partners early and often for advice and direction
Leverage the power of the Force.com platform to support ease-of-use
Take advantage of ease-to-deploy cloud integration solutions
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25. Special Offer
Contact Us before September 25th, 2012
and receive a free 2-hour integration
assessment for Salesforce from Configero
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26. Thank you! Q & A
• Darren Cunningham, Informatica Cloud
• dcunningham@informatica.com
• Jody Hamlett, Configero
• jody.hamlett@configero.com
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Hinweis der Redaktion
Getting a single view is the number one problem because every single business unit spends way too many cycles getting clean data instead of actually working on the data
Tablet-based
Tablet-based
Consolidated Salon Development Processes across multiple teams and regionsAutomated Sales and Support process and improved Sales effectivenessStreamlined New Business process and implemented best practice lead managementIntegrated order history and streamlined Implemented process to effectively manage and receive visibility into Product Launch ROIImplemented Education Information management on one platform
Talk about Informatica and open, flexible nature of SFDC platform
Once the Agent is in place you create, configure, manage, and administer integration tasks from any web browser. A secure connection is established directly between the source and the target and the processing occurs in your environment.Take a minute to highlight the lines and emphasize that data is not staged.