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Using IBM's Cast Iron with SugarCRM to Integrate Customer Data an Company
| Date post: | 24-Apr-2015 |
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Technology |
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Using IBM's Cast Iron with SugarCRM to Integrate
Customer Data
an Company
Sales and Marketing Coming Together
Sales Automation/CRM Implementation
eCommerce Platform Implementation
Collaboration Platform Implementation
Multi-Channel Process Evaluation & Strategy
Hosting Services
Digital Marketing Strategy
Copywriting & Content Strategy
Campaign Development & Execution
Sales 2.0
IBM Solutions
Customers we’ve had the pleasure to work with
Place Picture of Micro Site
www.MFGCRM.com
3 Things to remember about Cast Iron
Rapidly integrate on-premise and SaaS / Cloud applications
Use a Configuration, Not Coding approach to integration
Choose from flexible deployment options
Cast Iron solutions enables organizations to rapidly Connect, Integrate and Synchronize their on-premise and SaaS / Cloud applications, in real-time or batch.
Cast Iron — Company Overview
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Buzz
Recent Awards
Founded in 2001 by integration industry experts
Acquired by IBM May 2010
Pioneered SaaS / cloud integration
Unique focus on speed &simplicity — “Integration in Days”
Thousands of customer integrations
96% customer retention
Patented, Best-Of-Breed, Award-Winning technology
Corporate Facts
With Cast Iron, IBM gets a proven Cloud integration-as-a-service solution.
IBM and Cast Iron…this pair could be match made in enterprise heaven.
Cloud Application Use is Exploding
8
Global Public Cloud Market: $55.5B in 2014
27% CAGR
Source: IDC
And It’s Created a Hybrid World
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Private Clouds
Home-grownApplications
PackagedApplications
Public Clouds
Companies have both Cloud and On Premise Applications
Which Demands Integration
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Private Clouds
PackagedApplications
Public Clouds
Integration is Critical in a Hybrid World
Home-grownApplications
Needs Getting More and More Complex
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Home-grownApplications
PackagedApplications
Integration Maximizes Value of Cloud Investments
Existing Solutions are Incomplete
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Integration Maximizes Value of Cloud Investments
People intensive
On-Demand
Rudimentary Capabilities Cloud is an Afterthought
Which has lead to dissatisfaction
And Companies Re-evaluating the Cloud
Why Integrate the Sales Cloud?
Marketing Shipping
Finance
What are myhottest leads?
?
Where aremy orders?
?
Has this customer paid?
?
I need to do a credit check
?
Where aremy invoices?
?
Sales
Integration = Single View of Customers
Hottest Leads
Sales
Marketing Shipping
Finance
Invoices
Orders
Why Integrate the Customer Service in the Cloud?
Finance
ShippingRMA
Service
Is her warranty valid?
?
?When is her
service appointment?
Is he a paying customer?
?
?
Is that part available?
Was hereally billed twice?
?
Service
Shipping
Finance
RMA
Warranty
Invoices
Orders
Integration = Single View of Customers
Complete Flexibility
Cast Iron Cloud2™
Virtual Appliances
Physical Appliances
Complete
Total Connectivity Complete Reusability
TIP Exchange
TIP Development Kit
TIP Community
For All Types of Projects
UI Mashups
Process Integration
Data Migration
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Template Integration Processes
Proven
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Case Study: Sales Order and Invoice Visibility
Business Problems
SAP is worldwide back-office standard for order mgmt & financials
550 seats of Salesforce.com for CRM
ERP to CRM business processes not harmonized
Need visibility of orders, shipments and invoices within SFDC
Competing Technologies Custom code not scalable
– “We needed integration without code development”
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SAP – salesforce.com
Siemens Power Transmission and Distribution:Division of One of The World’s Largest Manufacturing Companies
Case Study: Sales Order and Invoice Visibility
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Solution
Cast Iron Integration Appliance used real-time, bidirectional integration
Phased approach to success:– Extract invoice, order status from SAP
to SFDC– Cust. and product master sync– Opportunity to order sync (Phase II)
Results
Phase I completed in two weeks
Greater visibility in SFDC = more rapid adoption by sales community
Success led to adoption by other groups – Siemens Communications
SAP – salesforce.com
Siemens Integration Completed in 2 Weeks
Proven Results
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Homework Assignment
See if you can map out your process from Lead Generation to contract closure to post support
Lay the technology pieces on top of that process
Count how many times your company has to enter the same data during this process
Locate other data sources (excel spreadsheets etc.) that exist that you don’t even know about
With CRM poll your customer services, sales and marketing on what types of data would make their interaction with their customers better and faster?
Map this all out and attach business benefits and the metrics your company uses
In Summary….
Rapidly integrate on-premise and SaaS / Cloud applications
Use a Configuration, Not Coding approach to integration
Choose from flexible deployment options
Cast Iron solutions enables organizations to rapidly Connect, Integrate and Synchronize their on-premise and SaaS / Cloud applications, in real-time or batch.
Scott Taback
@TshapeScott
773-398-3823
www.highlandsolutions.com
Connect with me on:
SugarCRM and Cast Iron
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Before
After
Data Migration Before
Data Migration After
