All Data Connects - RealZips and Informatica Webinar
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Webinar hosted by: Don Tirsell VP Alliances Technology & Fredrik Widarsson. Founder & CEO of RealScenario, Inc. Description The unique RealZips GeoData Platform was recently awarded App of the Week on the Salesforce AppExchange. The RealZips GeoData Platform instantly adds Zip codes and millions of geographic data points to Salesforce. Combining geographically oriented data points provide endless data models that can open new markets, saves time, lives and money. Plus additional integration with Enterprise Systems can greatly enhance your competitive advantage. The joint seminar with Informatica will showcase the value of the RealZips GeoData Platform, and the Informatica integration with RealZips. Informatica Cloud unlocks crucial Enterprise data from many different types of sources from On-Premise to Hybrid including Amazon, Microsoft Azure, SAP, Oracle, Workday, NetSuite, and more.
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All Data Connects - RealZips and Informatica Webinar
- 1. All Data Connects™ Integrating with RealZips GeoData Platform for Salesforce and Informatica Cloud Link to play webinar: https://www.brighttalk.com/webcast/10477/136177
- 5. RealZips - Awarded App of the Week
- 6. Webinar Agenda 1. RealZips app core functions. 2. RealZips native GeoData. 3. Connect your data to RealZips. 4. Connect external data to RealZips. 5. Push GeoData to existing systems. 6. Deliver your Big Data vision. Now. 7. Informatica Summary. 8. Q & A.
- 7. 1. RealZips app core functions
- 8. Instantly add Zip codes and 3,000,000 points of GeoData to Salesforce.
- 9. Easily manage territories by Zip code.
- 10. Search GeoData in Salesforce.
- 11. Display GeoData across Salesforce.
- 12. One-page view of CRM data by Zip code.
- 13. Immediate owner check and adjustment.
- 14. 2. RealZips native GeoData
- 15. Demographics. Native in RealZips.
- 16. RealZips Business Density for field sales.
- 17. Native GeoData automatically added across Salesforce.
- 18. Instantly enrich reports with GeoData.
- 19. 3. Connect your data to RealZips
- 20. Display Channel Partners by RealZip. Connect to existing partner databases.
- 21. Shipped products by RealZip. Configure live feed from ERP systems.
- 22. Service Contracts by RealZip. Live feed from your contracts database.
- 23. Configure Key Metrics across every Zip code. Combine Salesforce and ERP metrics.
- 24. 4. Connect external data to RealZips
- 25. Add market potential. Customized aggregated Zip code market data.
- 26. Emergency Care visits reimbursed by Medicare.
- 27. Add real-time weather across Salesforce. Connected feed of weather data and indexes.
- 28. 5. Push GeoData to existing systems
- 29. Push RealZips GeoData to ERP and Business Intelligence systems.
- 30. Deliver RealZip lookup for external websites.
- 32. 6. Deliver your Big Data vision. Now.
- 33. Aggregate data from IoT devices by RealZip. Cross-reference with Sales and Demographics.
- 34. Aggregate health monitor data by RealZip. Cross-reference with demographics and weather.
- 35. Sample: Jawbone wearable devices. Aggregated IoT data by geography.
- 36. Run RealZips-based Google Adwords campaigns. Use connected RealZips Metrics.
- 37. Mobilize sales teams with RealZips GeoData. Company providing allergy drugs to pharmacies can update sales team on expected pollen levels… in real time.
- 38. Why Informatica? Broad Range of Connectors Integrated Security Maturity of Solution Ease of Implementation Ease of Business & Flexible License Models
- 39. Informatica Cloud OEM Program Features: • Flexible OEM Models • Value added bundles • Certification Options • Flexible REST APIs • Supports Mixed Deployment Models • Access to Marketplace Go-To-Market Opportunities: • Shared Events • Whitepapers • Webinars • Social Media • Informatica World Sponsorships Cloud Cloud Applications
- 40. Start free trial of RealZips & Informatica Cloud.
- 41. Free trial: RealZips.com and Informaticacloud.com
- 42. Key Contacts • RealZips • Fredrik Widarsson – Founder & CEO • sales@realzips.com • www.BookRealZips.com • Informatica • Don Tirsell - VP Alliances Technology • dtirsell@informatica.com • commercialsales@informatica.com AllDataConnects™
- 43. Resources
- 44. In-depth articles on LinkedIn https://www.linkedin.com/today/author/6290710
- 45. Reviews: Salesforce Admins using RealZips Killer app! “Our team couldn’t be happier with this tool! Geographic target lists that normally take an hour+ to generate, are done instantly. It is an amazing tool! You will love it!” - C. Kote A top 5 app for a sales heavy org “Do you have multiple reps covering the same geography? Does one of them cover Major accounts and another cover SMB for the same state? Do you get requests to be able to route leads by zip code? Do you wish you could identify accounts that are owned outside a sales rep's territory? If you answered yes to any of these questions, I highly recommend that you check out RealZips.” - B. Treseder Fantastic app! “With the amount of data that RealZips can provide, we can begin to assimilate its demographic data with our database to see what are target regions where to focus sales and marketing efforts, as well as track progress at a whole new level!!” - E. Mahle Killer app! “Implementing RealZips gave our marketing ops team 15% of their week back and enabled another team! We've saved time and money and the RealZips team is so great to work with -- superb customer service!” - A. Olesen RealZips and our Web-To-Lead Forms "We use RealZips to distribute new leads by zip code as they come in through our web-to-lead forms. It works great! This app delivered exactly what we were looking for.” - R. Cheal
- 46. App: RealZips.com Help: RealZipsHelp.com Slides: GetRealZips.com Book Meeting: BookRealZips.com Email: sales@realzips.com Phone: 1-855-REAL-BIZ 1-855-732-5249 The company RealScenario, Inc. is marketed as: RealScenario - Cloud Business Apps™ RealScenario, Inc. is a Salesforce AppExchange Program Partner.
- 47. © Copyright 2014 RealScenario, Inc. All rights reserved.
Hinweis der Redaktion
- Webinar: Integrating with RealZips GeoData Platform for Salesforce and Informatica Cloud
- The RealZips GeoData Platform is a 100% native Salesforce app. RealZips adds Zip codes and 3,000,000 geographic data points across all CRM data in Salesforce, instantly empowering all Salesforce users.
- The Informatica Cloud unlocks crucial corporate data from your data repositories, and aggregates the data on a Zip code level into Salesforce.com. The corporate data is matched with all existing data in Salesforce, across geographical levels such as Zip codes, cities, counties, metropolitan areas, sales regions and territories, states, plus several federal areas such as census regions.
- The RealZips app and the Informatica Cloud deliver unprecedented capabilities to immediately structure, cross-reference, search and analyze your corporate data in a geographical CRM context - which instantly drives your marketing, sales and customer service workflows. The sources for aggregating data range from your company's own databases, partner databases, applications such as SAP and Concur, plus datasets for B2B and B2C market potential. The RealZips app can deliver powerful data such as Experian Mosaic Market segmentation and real-time weather from Weathersource, enabling your whole company to connect faster with the right customer at the right time. In this seminar, we will discuss use cases and how your company will turn a big data vision a reality... starting today. -- --
- Salesforce Inc. recently awarded the RealZips app “App of the Week” The AppExchange is the largest marketplace for corporate applications, with over 2,500 apps.
- The native RealZips app instantly provides Zip codes and business GeoData. Drive workflows: territory management, web-to-lead, lead assignment & ownership alignment.
- The 3,000,000 points of GeoData in RealZips connects with all your existing CRM data in Salesforce.com
- Use RealZips to dynamically build territories, based on Zip codes. Your organization can have 1 or multiple salespeople in every Zip code. You can have one or multiple support teams for every Zip code. Track channel partners (stores, resellers, franchisees, VAR, etc.) across all Zip codes.
- RealZips allows your whole team to search, filter and report your existing CRM data on e.g. Zip code City County Metropolitan area Sales territories and regions State Census regions All major federal regions
- Use RealZips data in page views across Salesforce: Display if a record is owned by the right person Show the County Use Time Zone to plan outbound calls
- RealZips create a unique view of all CRM data in a Zip code. Run “one-click” reports to review CRM data across City, county, territory.
- Automatically compare the Zip code owner with the owner of the record. Your whole team will immediately be able to see if a record is owned by the right person. Anyone can make instant corrections to ownership.
- Examples of data included out-of –the box in the Realzips app.
- Demographics and business data by Zip code Use the data to identify the underlying potential. - All data points can be cross-referenced with your existing CRM data. Both B2B and B2C companies can make use of demographics: - B2B can use the data to understand end-user potential further down the distribution chain. - B2C can use the data to plan marketing activities.
- Out of the box, RealZips have a built-in index of Business Density by Zip code - Use this index to guide sales teams to areas of cities where there are businesses. - Use this index to market into areas that are rich with business entities.
- Sample of data points that your team can put to use immediately after installing the app. The datapoints connect to all your CRM records. The datapoints can be used to search, filter and report on your existing data.
- Your existing reports will be vastly enriched with GeoData. Enhance reports with geographic filters and headings such as: Metropolitan areas Counties Cities Zip codes Sales regions Sales territories
- How can you connect existing data across your legacy systems to RealZips?
- First sample: Connect a database of Channel Partner data to each Zip code. Display which channel partner cover a Zip code and what type they are, plus how much they have sold in the Zip code.
- Second Sample Connect RealZips to your ERP system, and display all products that have been shipped into the Zip code. Use the data to: - Geographic purchase patterns and product preferences (across regions, metropolitans, etc) Calculate split commissions Track in which areas a single customer is having your products shipped to Track local inventory Track fixed inventory (buildings and other fixed assets)
- Display Service Contracts / SLA on a geographic level: Plan and executive on Contract data: Manage by Zip code / City / County Combine with other GeoData points such as: Real-time weather: Severe weather alerst (flooding / storm / thunder)
- Pull data from your ERP system and display real-time revenue on a Zip code level (rec box) Combine Key Metrics from your CRM system with ESP data, on any geographic level.
- Use Informatica Cloud to connect RealZips to external datasources.
- RealZips provides the RealDatasets service: Any type of Zip-code aggregated data over market potential. We have 1,000s of possible sources. Example of data, that can be used by a pharmaceutical company to understand their basic potential starting on the Zip code level. These datapoints are used to identify potential across Zip codes, cities, counties, Sales territories, metropolitan areas, etc.
- Sample of data that can be integrated into RealZips: Federal database of Medicare reimbursed visits to emergency care departments. This data provides a extremely powerful targeting capabilities, when combined with ERP sales data and CRM data.
- Weather is an “Omni-present” factor on marketing and sales. It’s often considered “too big” to be used as a factor in marketing and sales. RealZips breaks down the country into 40,000 “micro markets”, which is every Zip code. - Real-time weather data is fed into every Zip code record in RealZips. - Use weather data to plan marketing and sales activities. All weather data can be combined with all existing CRM data. Indexes for severe weather can be created, creating warning triggers that are sent back to the logistics system. Weather forecasting data can be used to plan local marketing and sales activities: Promotion of allergy drugs at drug stores, based on expected pollen count
- Speed up and improve existing workflows with GeoData – throughout your legacy systems.
- Each customer record in Salesforce is enriched with GeoData Push GeoData from Salesforce and into your ERP database. Example: Tag all customer records in SAP with the Sales Region and Sales Territory fields from RealZips
- Push key Zip code information to your external websites. Customers can look up: The closest service outlet Their sales / service representative Closest store Different resellers When changes are made on a Zip code level in RealZips, The external website will immediately be updated.
- RealZips becomes a swtichboard for all GeoData across all your systems. Any data aggregated on a Zip code level can be moved between your systems. Informatica Cloud provides a robust and bi-directional exchange of data: Pull data from two systems Combine and create indexes and triggers in RealZips Push the trigger out to your ERP system. Your use cases are endless, as you enable GeoData across your systems.
- The next level is connecting to the Internet of Things (IoT) and Big Data sources. The massive amounts of data becomes manageable and actionable, since the RealZips app aggregates the data on a Zip code level
- If you have access to IoT databases: Aggregate key datapoints from the devices. - Internet-connected device has a geolocation datapoint, can be converted to a Zip code. - The data is then aggregated on a Zip code level.
- Use RealZips to collect your or your partners data from health monitors. Since RealZips aggregates data on a Zip code level, patient privacy is not an issue. Match health care data demographics data and weather data, to discover patterns.
- Example of IoT data that drive marketing activities: Jawbone recently published a US map of when people go to bed. This data is not collected by a survey. - Instead, it’s a live feed coming from the Jawbone wearable armbands. Imagine what’s possible, when combining this data with all your sales data, CRM data, and demographics in the RealZips app.
- With all GeoData aggregated into RealZips, combined with your own and external live feeds: You are creating 40,000 micromarkets, where every Zip code represent growth opportunity RealZips cointains data on each Zip code, that let you create Google Adword Campaings based on your new data. Create indexes and ratings to drive laser-focues marketing campaings, bases on: - Demographics - Weather - Own sales data - CRM data (your own sales and marketing team. Channel Partner activity) - IoT data - Social Media mentions
- All key metrics that empower sales teams can be served up in real-time in the Salesforce1 mobile app.
- Thank you for you time