mansa systems salesforce ae presentation

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Salesforce SI and ISV Partner 297

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Page 1: Mansa Systems Salesforce AE Presentation

Salesforce SI and ISV Partner

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Page 2: Mansa Systems Salesforce AE Presentation

We’ve been in business for 8 years and counting

50 employees and growing

Hundreds of satisfied customers

Headquartered in San Francisco

Mansa Systems Overview

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“Mansa systems delivered successful implementation with 100% adoption”

Monali Jain – Paypal

Page 3: Mansa Systems Salesforce AE Presentation

Why Mansa?

• Full capabilities of a large consulting firm with the warmth and flexibility of a boutique shop

• Customer service is our top priority, we strive for long-term customer relationships

• On average customers come back 2.7x after first initial project with us

“ Mansa was recommended to my firm for our Salesforce implementation. They really are experts at what they do! ”

- Emily Burt, Cardinal Capital Management

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Page 4: Mansa Systems Salesforce AE Presentation

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Selected Customers

Page 5: Mansa Systems Salesforce AE Presentation

Mansa Systems Quick Starts

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$10297

$20297

$30297

Page 6: Mansa Systems Salesforce AE Presentation

Services Covered Tall Grande Venti

Business Process Review 6 hours 12 hours 20 hours

Lead, Contact, Acct, Activity . . .

Opportunity Management . . .

Web-To-Lead . . .

Chatter Setup . . .

Campaign Management . .

Case Management . .

Sales Forecasting . .

Web-To-Case . .

Email Integration (Outlook, Gmail) . . .

Custom Profiles & Page Layouts . . .

Mobile Access Setup . . .

Basic Workflow & Approval 5 8 10

Custom Reports & Dashboards 10 15 20

Data Migration Basic Advanced Advanced

End User Training Up to 15 (2 hours) Up to 30 (4 hours) Up to 100 (6 hours)

Approximate hours 53 hrs 105 hrs 155 hrs

Cost $10297 $20297 $30297

Page 7: Mansa Systems Salesforce AE Presentation

Salesforce Training Courses OverviewAbout this course

This course focuses in on concepts that help users immediately begin to leverage key components of Salesforce to build their business, drive adoption and maximize their company's investment in Salesforce

Course Prerequisites

•Familiarity with web browsing•Salesforce.com End User License •Familiarity with sales concepts

Course Objectives

•Jump start core Salesforce processes so businesses can begin to leverage the tool•Teach best practices and drive user adoption of Salesforce

Course Outline

•Basic Navigation•Leads - Enter, Track, Qualify, Convert•Account Management•Contact Management•Opportunity Management – Taking•Control of your Sales Process•Activities - Driving Collaboration and•Communication•Reports and Dashboard

6 Hour, 1 Day $1,729

12 Hour, 2 Day$3,297

Page 8: Mansa Systems Salesforce AE Presentation

Salesforce Communities Quick Starts

Services Covered Customer Community Partner Community

Accounts and Contacts . .

Cases . .

Activities . .

Assets . .

Knowledge . .

Content . .

Chatter Answers . .

Chatter Groups . .

Campaigns .

Leads .

Cost $7,729 $9,297

This is the starting price for a basic community Additional functionality or design will be scoped separately.

Page 9: Mansa Systems Salesforce AE Presentation

Mansa AppExchange Apps

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• Eliminate file size and storage limitations

• Native Salesforce app, external storage via Rackspace

“This is a simple but yet intuitive app that offers you a lot of flexibility!”

• Eliminate Salesforce mass email limitations

• No view limit, no daily send limits

http://mansasys.com/apps

over 10 apps on the Salesforce appexchange

“Easy to install, easy to use and easy to maintain. So far I only receive positive feedback about the app from our users.

Page 10: Mansa Systems Salesforce AE Presentation

Customer Case Studies

Page 11: Mansa Systems Salesforce AE Presentation

Problem Paypal developers submit apps they developed for the PayPal platform for

review. The application review process was being handled manually by PayPal team and was labor intensive.

Solution Mansa customized Salesforce and automated the application review process

using custom visualforce pages and workflow processes, and also developed reports and dashboards.

Benefits Time savings with automated workflows & real-time, accurate reporting

“Paypal's Salesforce org includes thousands of users and 100s of processes. I was very impressed with the offshore teams ability to collaborate on interdependencies.”“Mansa Systems truly delighted all our internal customers at every step.”Monali Jain – IT Manager

Force.com Development

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Page 12: Mansa Systems Salesforce AE Presentation

Problem•Existing integration with Cast Iron was unreliable and not scalable•Data quality issues have become uncontrollable and unmanageable.•Real time integration was a challenge

Solution

Mansa Systems redesigned and rebuilt the integration of Salesforce and Oracle EBS from the ground up with Informatica Power Center.

• Developed full technical and functional data mapping

• Built additional fuzzy logic in Oracle to further prevent duplicates

• Changed the opportunity management process to better align with the new integration

Benefits

A near real-time, tightly integrated solution that’s scalable

Elimination of future duplicate record creation

Strategy moving forward for more in-depth integration like quoting, installed base, order management modules of Oracle EBS

Guidance integrates Salesforce and Oracle EBS

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Page 13: Mansa Systems Salesforce AE Presentation

Challenge

Solution

Benefits

?

Zimperium was using Sugar and Zoho and wanted to move to Salesforce to consolidate their systems and sales processes

Zimperium uses ZenDesk for support and wanted to integrate it to their CRM

Consolidate CRM systems into a single Salesforce instance with a ZenDesk integration Mansa customized and configured Salesforce to streamline sales and operations processes Fully integrated CRM into Website – Reshape and streamline data capture

Rapid implementation, led to quick benefits, and Zimperium saved time, energy, and cost Best practices implementation Increased visibility of pipeline, increased customer engagement, and increased internal

collaboration Looking to the future, looking to expand Salesforce across the company and business units

Salesforce Implementation and ZenDesk Integration

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Page 14: Mansa Systems Salesforce AE Presentation

MFX uses Cloud Drop to smooth client on-boarding process

Problem• New MFX clients were sending email applications with attachments, which is inefficient, time consuming, and not scalable.• MFX wanted an easy solution for new clients to be able to upload data to them and have it be easily accessible in Salesforce

Solution

Mansa Systems implemented a Salesforce portal and set up Cloud Drop to meet MFX’s client on-boarding needs.

Benefits

Enhanced client interaction with a much smoother system

Tracking documents is very easy

Time savings

Efficient, scalable solution

Page 15: Mansa Systems Salesforce AE Presentation

Challenge

Solution

Benefits

?

Didn’t want a 3rd party apps that is outside of Salesforce, wanted something native to Salesforce

Wanted to control who uses the app and who doesn’t Allen Tate was running into the 1000 email per day limit

Found MassMailer via the recommendation of a partner, installed for 150 users

Has complete control over the users Can send as many emails per day as needed Users don’t have to leave Salesforce Super simple app that does exactly what they need and only what they need

Allen Tate Realtors uses MassMailer to send as many mass emails in Salesforce as needed

Page 16: Mansa Systems Salesforce AE Presentation

How To Reach Us

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Daniel SissonMarketing & Business DevelopmentAccount Executive

[email protected]