CASE STUDY
Payroll and Shipping Integration Delivers Higher Customer Retention
Industry: Business Services
Highlights: FedEx and Google mashups | Integrated real-time alerts | Rapid implementation
CHALLENGES
• Alert field reps before customers terminate their contracts to improve customer retention and preserve revenues
• Integrate shipping data directly into salesforce.com user interface
• Save on time and costs associated with manually tracking payroll deliveries via FedEx
• Ensure salesforce.com data is continuously up to date
SOLUTION
• Synchronized back-end payroll system data with salesforce.com
• Leveraged back-end application data within salesforce.com to:
– Build custom alerts based on customer termination dates
– Use FedEx and Google mashups
RESULTS
• One person integrated a home grown FoxPro payroll system with salesforce.com in 2 working days
• Eliminated the costs ofre-keying data into salesforce.com
• Increased the reliability and timeliness of data in salesforce.com
• Unlocked the value of the Force.com platform by using alerts plus FedEx and Google mashups
Innovative Online Community
Industry: Business Services
Highlights: Cloud services integration | New collaboration channel | Single sign-on
CHALLENGES
• Collaborate directly with customers to identify, understand, and address their biggest business challenges
• Create an online system that could be deployed quickly and would integrate easily with other applications and cloud-based services
• Increase the frequency of user group meetings from twice per year without increasing costs or imposing further on customers’time
SOLUTION
• Launched the Decision Management Tools Community in just 8 weeks
• Integrated Force.com with Lithium community forums, Six Apart’s TypePad blog hosting, Eloqua demand-generation tools, and software trials managed by Intraware
• Installed tools from the AppExchange, including Click tools forcefully integrated customer surveys
• Integration with Eloqua captures and develops leads and manages multichannel campaigns directly from within Salesforce CRM
RESULTS
• The Decision Management Tools Community now has several thousand members, making itthe largest online community of its type in the industry
• Integrated, single sign-on community provides a compelling experience that drives customer loyalty
• Integration between the online community and Salesforce CRM marketing functionality helps capture leads and increase sales
Delivers Business Results With High-Quality Data
Industry: High-Tech Hardware
Highlights: Enhanced reporting | Multiple endpoints | Real-time integration
CHALLENGES
• Shift company applications to the cloud
• Integrate with legacy Baan application for all customer-related information • Have a single sourcefor complete information about customers
• Display information in an a format that’s easy to understand and use
• Create a single source for meaningful business intelligence and reporting
SOLUTION
• Provided a true 360-degree view of customers
• Created a mashup that displays key ERP data within the salesforce.com UI
• Integration eliminates data duplication issues and ensures the entire organization is using the same data
• X Ref info is maintained in salesforce.com and the ERP system to ensure data integrity
RESULTS
• Deployed in less than 3 months
• Integration creates a single place where users can access all information
• Significantly improved data quality
• Customized user interfaces with mashup increases productivity and user adoption
• Added functionality for ERP-generated information using rules and workflow
Integrated Shipping, Distribution, and Orders Drive Growth and Success
Industry: High-Tech Hardware
Highlights: FedEx and UPS mashups | Multiple endpoints | Order management integration |
Real-time integration
CHALLENGES
• Choose a platform to integrate commissions, contracts, evaluations, and more
• Create a solution for quotesusing data currently in Excel and ACT!
• Meet projectrequirements for rapid time to value, ease of integration, and the ability to build additional functionality
SOLUTION
• Built an evaluation management tool to track shipping, product distribution, and retrievals
• Mashups take users directly to FedEx and UPS sites for shipment tracking
• Custom quoting tool automates printing and customizations of quotes
• Maintenance renewal app tracks maintenance renewals and interactions related to servicing appliances
• Apps downloaded from the AppExchange handle commissions and contract management
RESULTS
• Chose Force.com over .NET and J2EE fo rapid development,innovation, and cloud-computing model
• Lets salespeople submit more than 50 customer quotes per week
• Supports company’s 40–50 percent annual growth
• Increased revenues 44 percent by using SalesforceCMM
Oracle BPM Integration for Order Management and Global Visibility
Industry: High-Tech Software & Services
Highlights: BPEL Process Manager integration | Oracle EBS integration | Real-time integration
CHALLENGES
• Streamline business architecture and global business processes
• Build an easy-to-use, self-service Web site for customers
• Replace a 10-year-old legacy system that was rigid and difficult to adapt to business processes
• Identify a proven cloud-computing solution that leveraged the time and cost advantages of the cloud model
• New solution needed to work seamlessly with existing technology and systems
SOLUTION
• Bidirectional integration with Advent’s Oracle and Intraware systems makes it easy to get pricing and customer entitlement information
• Integrated with core IT systems, including a unified customer hub
• Can deploy unlimited standard and custom apps to marketing, professional services, customer support, IT, finance, and executive management employees around the world
• A custom application links Salesforce CRM and Advent’s Web site to provide information on bugs, fixes, and functionality; email-to-case functionality helps customers get fast answers to questions
RESULTS
• Central data repository helps sales and customer service better understand customers and provides global visibility across all departments
• Fast access to key business metrics and increased visibility across the entire company drive better business
oversight and decision-making
• After meeting initial business case goals,IT is looking for ways to expand into the cloud
• Salesforce.com provides a lower-cost option for building and deploying apps to all employees
Improve Sales process
Industry: High-Tech Hardware
Highlights: Multiple endpoints | Rapid implementation
CHALLENGES
• Wanted a best-of-breed sales force automation(SFA) solution that would easily integrate with legacy systems
and Oracle’s PeopleSoft ERP solution
• Needed a tool to replace a spread sheet based system for managing equipment and support tickets for cinema customers
• Wanted to automate the product shipping and distribution process as well as maintenance renewals
• Support for multiple languages and currencies was important for offices across the globe
SOLUTION
• Replaced legacy CRM solution, including systems integration, in less than 5 months
• The Informatica Integration Pack from the AppExchange provides integration with PeopleSoft ERP and other on premises applications for improved business planning and process management
• Dolby and salesforce.com partner Appirio leveraged the development power of Force.com to build a cloud computing cinema asset application in 2 months
• The solution integrates with Salesforce CRM’s call center for more effective case management and problem-solving
RESULTS
• Integration with legacy systems ensures data integrity
• Strong user adoption resulted from better data quality,tight integration, and the elimination of a time consuming, paper-based process
• Easy access to real-time data and advanced analytics provides increased business visibility and improved forecasting
• In-depth management of cinema equipment enables more efficient deployment of technical resources and better customer service
Energy Management System Improves Customer Service
Industry: High-Tech Hardware
Highlights: Enterprise visibility | Global integration
CHALLENGES
• Wanted an affordable system to track and manage customer interactions in 50 countries
• Needed integration with the company’s existing SAP system
• Frustrated after implementing Siebel CRM software and trying to integrate it with SAP for 3 years
SOLUTION
• Selected salesforce.com after three-way product evaluation and 2-month trial
• Implemented the solution in eight languages and integrated with SAP—all within 90 days
• Deployed to 230 staff (including 13 Strategic Partner licenses), ensuring users worldwide have 24/7 access to customer information
RESULTS
• Rapid implementation and integration
• Customizations can be done in-house with the easy-to-use Force.com cloud computing platform
• Very high end-user adoption