dallas user group meeting - pervasive datasolutions presentation july 2009
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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!
[email protected] Name and Organization
