dallas user group meeting - pervasive datasolutions presentation july 2009

Optimizing Salesforce for your business:Integrating, Cleansing, & Analyzing your data

July 22, 2009Dallas Salesforce User Group Meeting

Amanda Lea

Founded in 1994 with 250+ employees NASDAQ: PVSW , $43M in 2008 revenue 10,000+ Worldwide Integration Customers

◦ Over 5 Million Data Base servers deployed

Distribute products in more than 150 countries Pervasive Strategic Technology Partners

◦ Salesforce Partner since 2001 (v1 of API)

◦ Intuit: Quick Books Gold Developer

◦ Microsoft Gold Partner

◦ Oracle, SAP, Sage, etc……

600+ SFDC customers have purchased Pervasive’s products for integration

GartnerGroupData Integration Magic Quadrant

Pervasive's Integration Platform for design and

deploying robust Integration solutions

Data Quality/ Validation / Assessment / Audit

Prepackaged Custom integration Solutions

( Software-Services-Support)

“Out of the Box” turn key solutions

Integration as a Service Platform for deploying On-

demand integration solutions

“Sales productivity can only be positively affected by providing sales representatives with a 360-degree view of current and prospective customers .” – Aberdeen Group

“Gartner estimates that corporate programmers spend about 65% of their time building custom-made “bridges” between applications to enable them to communicate” -FT.com

“Integration is the number one concern for SaaS implementation in the enterprise.”

-Forrester

“Integration costs account for up to 30% of a typical enterprise IT budget.”

-Gartner

Offers packaged connections that link data between the most popular business and consumer applications, for example:◦ Salesforce <-> Quickbooks◦ Salesforce <-> Netsuite◦ Salesforce -> ODBC Database◦ Salesforce -> Intuit Payments Services (credit card)

Unlike integration tools, our products come “as-is” out of the box and are designed to be extremely easy to use

Introducing a new line of data profiling & cleansing products

180+ Salesforce.com clients!

Current products

New products:

SleuthTweetCruncher

ChallengeChallenge

Processing over 1000 invoices/month required a full-time staff member

Custom-code QuickBooks to Salesforce integration difficult to maintain with product and API changes

Sought flexible, scalable integration – researched options on AppExchange

Processing over 1000 invoices/month required a full-time staff member

Custom-code QuickBooks to Salesforce integration difficult to maintain with product and API changes

Sought flexible, scalable integration – researched options on AppExchange

SolutionSolution ResultsResults

Pervasive DataSynch™ provides pre-configured Salesforce to QuickBooks integration; easily extended to meet unique Falcon Storage needs

Bi-directional automated synchronization of account names to customers, opportunities to invoices

Extend with unidirectional synchronization of Salesforce Products to QuickBooks

Installed in 1-Hour

Pervasive DataSynch™ provides pre-configured Salesforce to QuickBooks integration; easily extended to meet unique Falcon Storage needs

Bi-directional automated synchronization of account names to customers, opportunities to invoices

Extend with unidirectional synchronization of Salesforce Products to QuickBooks

Installed in 1-Hour

Automated invoicing speeds time to revenue from days to hours

End-to-end visibility into customers, prospects and suppliers

Elimination of manual entry and shared accountability for data quality

Reduced errors and streamlined business processes

Quickly add new products, viewable by staff across the organization

Automated invoicing speeds time to revenue from days to hours

End-to-end visibility into customers, prospects and suppliers

Elimination of manual entry and shared accountability for data quality

Reduced errors and streamlined business processes

Quickly add new products, viewable by staff across the organization

“The streamlining of critical business processes and automation of tasks such as data entry greatly speeds

cash flow from days to hours.”

Automated Invoice Generation from Salesforce

‘Closed Won’ opportunity in

Salesforce

Pervasive DataSynch™ automatically

generates invoice in

QuickBooks

Validation: Prevention of errors before they occur

Detection: Notify of possible errors as they occur

Automation: Repair errors after they occur

Batch Review: What got past us?

Trend Analysis: Are we getting better?

Process Review: Fix what is brokenHint: It’s not your data….

Introduction to some free stuff to help:

Pervasive Sleuth (Freeware)Simple APEX code module that looks for exact matches when accounts are entered: Prevents Jacaruso Enterprises and Jacaruso Enterprises, not Jacaruso Enterprises Inc. Can be modified, we will supply source code free.

Cloud based viewing and linking tool, powered by Pervasive DataProfiler engine. Currently in Beta form, available free to select customers: That’s You!

Shucker_info@pervasive.comYour Name and Organization