Cloud MDM for SalesforceDarren Cunningham, VP Cloud MarketingJosh Minton, Informatica Cloud MDM SpecialistRavi Shankar, VP Informatica MDM Marketing

Poll Question: How Many SaaS Apps are you Running?

None…yet!

1-3 4-10 11+

Today’s Agenda

• Introduction to Informatica Cloud MDM• Demonstration• Universal MDM from Informatica• Next Steps

Primary Cloud Data Management Challenges

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No Single Customer View

Inefficient Processes

1

3

7

5

82

4

6

DisconnectedSaaS Silos

Business Value of Single View of a Customer

Increase Revenue• Increase Upsell/Cross-Sell• Plan/Execute M&A• Improve Marketing Campaigns & Conversion Rates

Improve Customer Success

• Higher customer retention• Targeted product development• Identify your most valuable customers

Risk Reduction• Credible forecasts• Trusted Reporting • Increased adoption of Salesforce

Primary Barriers to a Single Customer View

Data Quality• Incomplete

Data• Inaccurate

Data• De-Duplicate

Data• Validate Data

Consolidation of Data• Disjointed

Systems• Fragmented

Data• Multiple Orgs

Hierarchy Management• Create more

robust Customer Relationships

• Multi-Dimensional

Informatica Cloudwww.InformaticaCloud.com

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Cloud IntegrationConnecting your cloud apps

Cloud Data Quality and MDMDelivering the “Single Customer View” within Salesforce

Cloud Process AutomationGuiding Salesforce users to work efficiently with the data

Informatica Cloud MDM• Dedupes HCP data within Veeva

and Salesforce

• Prevents duplicates at the point of entry

• Creates single view of HCP/ HCO across Veeva and Salesforce

• Keeps data in sync across Veeva and Salesforce – same HCP/ HCO data across both systems

• Consistent affiliations across both systems

• Integrates iMS, AMA data

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Informatica Cloud MDM for Life SciencesBuilt to run natively on the Force.com Platform

CRM Call Center

CLOUD MDM

www.InformaticaCloud.com/MDM

Informatica Cloud MDM Use Cases

Regional MDM

Deploy locally, Consolidate GloballyBuild regional hubs for countries outside of US

Affiliations

Track HCO/HCP relationships across

all systemsElicit feedback &

Engage field

Data Quality

Point-of Entry Management for all users across all devicesImprove Reporting & Decision Management

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Cleanse

Integrate

Enrich

Consolidate

Relate

Extend

Typical Cloud MDM for Salesforce Implementation

Cleanse: Seal off Entry Points, Validate Addresses

• Complete – Leverage data assets to fill in incomplete data

• Consistent – All data formats are standardized

• Duplicate Free

Batch & Real-Time

De-Duplication

NewLeads

LeadsAccountsContacts

Enhanced Lead Conversion

• Connect Both On-Premise or Cloud Apps

• Enables Integrated Business Processes, e.g. Order-to-Cash

Integrate: Data Transformation / Movement

Enrich: Single View of the Customer

DataLoader

McDonaldsUS

Contact: Ronald McDonald

Oppty: Monopoly Convention

McDonalds US McDonalds US McDonalds US

• Contact: Ronald McDonald

• Oppty: Monopoly Convention

• Lead: Grimace

• Account: Hamburglar

• Product: Happy Meal

• Product: Shamrock Shake

McDonalds WW

DataLoader

McDonaldsUS

Product: Shamrock Shake

Product: Happy Meal

• Customer-Centric View

• Golden Version of Customer Data

• Enable White-spacing andTrend Analysis

DataLoader

McDonaldsUS

Account: Hamburglar

Lead: Grimace

Enrich: 3rd-Party Data Enrichment

DataLoader

• Moody’s Credit Rating• Retail Analytics for

Eastern Europe

McDonalds WW

Global DUNS McDonalds US McDonalds EMEA McDonalds LATAM

• S&P Rating for Brazil• D&B Data Elements

• Augment Your Existing Customer Data

• Identify & Culture Relationship • Account

Hierarchies• Global

Segmentation/Reporting

Consolidate: Multiple Orgs

DataLoader

McDonaldsUS

Contact: Ronald McDonald

Oppty: Monopoly Convention

DataLoader

McDonalds EMEA

Product: Happy Meal

Oppty: Milkshake Conference

DataLoader

McDonalds LATAM

Oppty: Brazil Hamburger Fan Club

Lead: Grimace

McDonalds US McDonalds EMEA McDonalds LATAM

• Contact: Ronald McDonald

• Oppty: Monopoly Convention

• Product: Happy Meal

• Oppty: Milkshake Conference

• Oppty: Brazil Hamburger Fan Club

• Lead: Grimace

McDonalds WW

• Single View of Customer Across Salesforce Orgs

• Allow GlobalAccount Team

Collaboration

• Enable White-spacing andTrend Analysis

Relate: Advanced Account Hierarchies

• Model more robust relationship

Expanded Relationships

• Import Relationships

• Automate Updates

Automation• Embed

various hierarchy types

Multi-Dimensional

Relate: Tie it Back to CRM Dashboards

• Engage Dashboards at any level of hierarchy

• Improve Collaboration/Coordination• Drive best practices/innovation across

geographies and brands

Extend: Force.com and Social/Mobile Apps

• Leverage your VisualForce or APEX coding skills

• Build Social/Mobile Apps Faster with clean data

Demonstration: Josh Minton

Hierarchy ManagementAutomatically Find Ultimate Parent or Fuzzy Search

• Multi-dimensional hierarchies: e.g Salesforce, D&B or Franchise, etc.

• Relate Global Accounts with their subsidiaries rolled up to Ultimate Parent

• Easily visualize, navigate and manage the different hierarchy types

Today’s Agenda

• Introduction to Informatica Cloud MDM• Demonstration• Universal MDM from Informatica• Next Steps

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Cloud MDM and Multidomain MDM

• Flexible multidomain data model• Enterprise use – Operational & Analytical• On-premise/ hosted deployment

Multidomain MDM

Generic MDM with flexible data model to reconcile multidomain master data across all systems

MULTIDOMAIN MDM

•Resides within Salesforce (cloud)•Multitenant architecture (Force.com)•Consolidates data within Salesforce

Cloud MDM

Cloud-based multitenant SaaS MDM application optimized specifically for Salesforce

CLOUD MDM

Sample Customers

Universal MDM Benefits

• Consistent HCP/ HCO and affiliations data across Salesforce, Veeva, and Enterprise

• Faster data synch from Cloud MDM to Multidomain MDM• Standardized HCP/ HCO data from

Cloud MDM fed into Multidomain MDM

• Fewer duplicates passed on to Multidomain MDM

• View product hierarchies, sales territory hierarchies, sphere-of-influence relationships from Multidomain MDM within Salesforce, Veeva (data controls)

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Informatica Cloud MDM to Universal MDM

Cloud MDMMULTIDOMAIN

MDM

ApplicationsThird Party

Data

BusinessIntelligence

Multidomain

HCP/ HCO

Employee

Product

Location

Item

Informatica Universal MDMArchitecture

Vibe™ Virtual Data Machine

UniversalGovernance

Data Governance

Monitoring

Workflow

Data Stewardship

Data Components

Scorecard

Reporting

Hierarchies Relationships

Composite Apps

Search

UniversalSolutions

Life Sciences

BankingInsurance Healthcare Partner

Solutions

UniversalDomains

Model / Metadata

History /Lineage

SurvivorshipRules

MatchRules Security

UniversalServices

ValidationRules

Retail Manufacturing

Product CustomerSupplier LocationAsset Employee

BatchMetadata

Cleansing

FederationData Exchange

Business Glossary

ProfilingMessaging Address StandardizationReal-time

Synchronization

Next Steps

• Help us understand your use case: • Regional MDM: Deploy locally, Consolidate Globally• Affiliation: Track HCO/HCP relationships across all systems• Data Quality: Point-of Entry Management across all

devices• Find out more about our Salesforce solutions:

Thank You!