Efficient Salesforce.com Reporting and Compliance With Informatica Cloud
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Twitter: @infacloud Efficient Salesforce Reporting & Compliance Allan Schwab, Informatica Cloud Presales Ashwin Viswanath, Informatica Cloud Marketing
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Your Salesforce instance holds valuable information on all your leads, opportunities, customers, and sales revenues, but your analytic and reporting tools reside outside of Salesforce. In this presentation you will learn how to use Informatica Cloud’s Data Replication application to: • Achieve a consistent picture of your customers and prospects with accurate reports, forecasts, and scorecards • Automatically make critical CRM data available for analysis and reporting • Ensure adherence to regulatory compliance with scheduled ‘hands free’ backup and archiving For more information, visit http://www.informaticacloud.com
Transcript of Efficient Salesforce.com Reporting and Compliance With Informatica Cloud
Twitter: @infacloud
Efficient Salesforce Reporting & Compliance
Allan Schwab, Informatica Cloud PresalesAshwin Viswanath, Informatica Cloud Marketing
Agenda
• Main Challenges with CRM• Why Reporting within Salesforce Isn’t Enough• Main Challenges with CRM Reporting• Challenges Specific to Salesforce• Why Compliance is Important• Consequences of Violating Regulatory Compliance• Demo: Data Replication for Salesforce• Customers Using Data Replication• Q & A
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CRM Challenges: Data still #1 problem
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Fast Access to Dashboards
Ad-hoc Reporting
Historical Data &
Trending
Multiple Data Sources
SCENE
Why Reporting Within Salesforce Isn’t Enough
Main Challenges with CRM Reporting
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Source: Dimensional Research
Challenges Specific to Salesforce
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Source: Bluewolf
Why Compliance?
Up to $1.5 million + prison time
$5 million and up to 20 years in prison
Up to $500,000 Up to $1 million
Penalties
Stakeholders
Individuals responsible for violation
CFO & CEO have joint responsibility for financial data
Company officers & Directors
Company’s public reputation at stake
$100,000/violation + prison time
Sources: AMA, Genentech, Business Records Management, Acunetix, Sarbanes-Oxley 101
Company’s public reputation at stake
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Consequences of Violating Regulatory Compliance
Customers Using Data Replication
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and many more…
Twitter: @infacloud
Data Replication DemoAllan Schwab, Informatica Cloud Presales
Twitter: @infacloud
Q&A
Allan Schwab, Informatica Cloud PresalesAshwin Viswanath, Informatica Cloud Marketing
Next Steps
• Sign up for free 30-Day Trial: www.informaticacloud.com • View ‘Getting Started’ video• Select ‘Data Replication’ under ‘Applications’
