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Social Enterprise for Distribution
 Brought to Life with Integration

 FEATURING: Neill Corporation

             Jody Hamlett, Configero
      Darren Cunningham, Informatica Cloud



            Twitter: @infacloud
Today’s Presenters




    Edwin Neill, III      Louie Lago
    Chief Executive     Vice President of
         Officer       Business Development



                                              2
Today’s Sponsors




    Jody Hamlett       Darren Cunningham
   Managing Director      VP Marketing
   www.configero.com   www.informatica.com




                                             3
Today’s Agenda

• Need for Cloud Integration in Distribution
• Neill Corporation Case Study
• Force.com and Informatica Cloud Demo
• Configero Distribution Best Practices
• Discussion and Next Steps




                                               4
Benefits of Cloud Integration Include….


                                Customer Service   Marketing
                  Sales


                                                                    Quote
Fulfill Orders                                                      correct prices
   in real time



Accelerate                                                           Maximize
   cash flows                   Get a single
                   Operations                         Finance               Revenue
                                        view




                                                                Mainframe




                                                                                      5
Informatica Cloud

           Simplicity

           Rapid Deployment

           Unified Platform




                              “ Informatica Cloud is helping our customers
                                      realize success by bringing the
                               right information to the right users at the right
                                       time and ensuring high adoption
                                             and long-term ROI. ”
www.InformaticaCloud.com                - Mike Rosenbaum, SVP AppExchange


                                                                                   6
Primary Salesforce Integration Scenarios




www.InformaticaCloud.com

                                                7
Distribution Challenges
• Master files
• Globalization
   • Currency
   • Language

• Multiple ERPs
   • Department based
   • Regional based

• Legacy infrastructure via acquisitions
• Customer facing / high volume interface (portal)



                                                     8
Today’s Agenda

• Need for Cloud Integration in Distribution
• Neill Corporation Case Study
• Force.com and Informatica Cloud Demo
• Configero Distribution Best Practices
• Discussion and Next Steps




                                               9
Background – Neill Corporation
• Major AVEDA distributor
• Offers full suite of salon
  technology, education, and
  retail services
• Industry leader in innovation
  for salons and spas with
  cloud and mobile solution
  offerings




                                  10
Need for Innovation Internally…
•   Disconnected data across sales teams, salon sites and very little knowledge sharing
    across roles and departments
•   Lack of productivity due to manual access and entry of data required to sell
    effectively
•   Poor data quality and limited visibility into salon-specific information (i.e. order history,
    # of chairs, stylists)
•   Inefficient product launch making it difficult to manage and track product launch
    metrics and ROI
•   Poor visibility into issues, challenges and performance across salon sites
•   Time gaps between field rep activity/updates and executive insight




                                                                                                    11
Why Salesforce.com?

 Ineffective proprietary, non cloud-based in-house CRM

 Cloud-based approach and Salesforce industry leadership status was
  key in decision

 Solution was best aligned with how our team works

 Provided most flexibility with supporting existing systems

 Easy-to-use and addressed previously cumbersome sales and
  reporting tasks

 Impressive network of expert partners like Configero with deep domain
  and business transformation expertise


                                                                          12
Seamless Deployment

•   Huge focus on data quality process and
    strategies

•   Initially deployed for lead management but
    quickly saw need to expand and connect more
    areas of the business

•   Partner expertise critical

•   Process-driven focus

•   Armed us with strategies and a roadmap that
    took us far beyond implementation




                                                  13
Assembling Cross-Functional Team


                             Neill Executive
                                  Team




          Project Lead                                    Project Lead




                                               Business             Development
                         Super Users
                                                Analyst                Team




                                                                                  14
CLOUD Success
ENTERPRISE-WIDE


          Education                       Technology                        Distribution




Consolidate process for 20 locations
 under new AVEDA Institutes South




                                                                          Mobile deployment to salon
Exploring Community site for student                                    development partner team (Field
                                       Service Cloud for support reps
             database                                                           Sales) via iPads
Order Integration Streamlines Processes




                Rich Order Details with 1 Click




                                                  16
Sales Cloud Powers Modern Sales Force

•   Salon development partners now
    connected in the cloud
•   Instantly update salon orders on-
    the-go
•   Inside and field reps collaborate
    on leads, opportunities via
    Chatter
•   Field reps create and follow
    “Game Plans” leveraging best
    practices




                                        17
Top-Down Visibility
 • Performance trending across salons


 • Powerful, real-time sales intelligence


 • Product launch analytics for improved
   campaigns


 • Top-down insight and knowledge
   sharing across organization




                                            18
Creating a Social Enterprise at Neill

 • Facilitate information-
   sharing between Inside Reps
   and Field Teams


 • Access to sales activity,
   revenue forecasts, cases


 • Centralized knowledgebase
   for entire organization



                                        19
“Game Plans” for Sales Success
 • Desired outcome of activities
 • How to accomplish recommendations
 • Tools needed for comprehensive sales cycle support




                                                        20
Informatica Cloud: True SaaS Integration
Multitenant Cloud-based Service…

                 Your Company


                                     2

                                         1


                                Secure
                                Agent


                                             3




                                                 21
Real Business Impact
 •     Dramatically improved sales productivity
 •     An average of one hour per day per rep
       saved
 •     More motivated, results-driven sales
       team
 •     Unparalleled decision-making
       intelligence


Next Steps to Continue Innovation at Neill…
 Marketing Automation
 Integration with SalonBiz Technology
 Pay-Per-Click Advertising Optimization
 Education Event Booking
 Force.com Student Community Site




                                                  22
Today’s Agenda

• Need for Cloud Integration in Distribution
• Neill Corporation Case Study
• Force.com and Informatica Cloud Demo
• Configero Distribution Best Practices
• Discussion and Next Steps




                                               23
Best Practices
Process Adoption
   Encourage business ownership across the organization
   Establish an on-going communication plan: Top-Down Approach
   Leverage existing business process experts
   Make data quality a business priority, not just an IT task



Best-in-Class Technology / Services
  Engage with expert partners early and often for advice and direction
  Leverage the power of the Force.com platform to support ease-of-use
  Take advantage of ease-to-deploy cloud integration solutions




                                                                         24
Special Offer




        Contact Us before September 25th, 2012
         and receive a free 2-hour integration
       assessment for Salesforce from Configero




                                                  25
Thank you! Q & A



• Darren Cunningham, Informatica Cloud
  • dcunningham@informatica.com

• Jody Hamlett, Configero
  • jody.hamlett@configero.com




                                         26

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Social Enterprise Comes to Life with Integration

  • 1. Social Enterprise for Distribution Brought to Life with Integration FEATURING: Neill Corporation Jody Hamlett, Configero Darren Cunningham, Informatica Cloud Twitter: @infacloud
  • 2. Today’s Presenters Edwin Neill, III Louie Lago Chief Executive Vice President of Officer Business Development 2
  • 3. Today’s Sponsors Jody Hamlett Darren Cunningham Managing Director VP Marketing www.configero.com www.informatica.com 3
  • 4. Today’s Agenda • Need for Cloud Integration in Distribution • Neill Corporation Case Study • Force.com and Informatica Cloud Demo • Configero Distribution Best Practices • Discussion and Next Steps 4
  • 5. Benefits of Cloud Integration Include…. Customer Service Marketing Sales Quote Fulfill Orders correct prices in real time Accelerate Maximize cash flows Get a single Operations Finance Revenue view Mainframe 5
  • 6. Informatica Cloud Simplicity Rapid Deployment Unified Platform “ Informatica Cloud is helping our customers realize success by bringing the right information to the right users at the right time and ensuring high adoption and long-term ROI. ” www.InformaticaCloud.com - Mike Rosenbaum, SVP AppExchange 6
  • 7. Primary Salesforce Integration Scenarios www.InformaticaCloud.com 7
  • 8. Distribution Challenges • Master files • Globalization • Currency • Language • Multiple ERPs • Department based • Regional based • Legacy infrastructure via acquisitions • Customer facing / high volume interface (portal) 8
  • 9. Today’s Agenda • Need for Cloud Integration in Distribution • Neill Corporation Case Study • Force.com and Informatica Cloud Demo • Configero Distribution Best Practices • Discussion and Next Steps 9
  • 10. Background – Neill Corporation • Major AVEDA distributor • Offers full suite of salon technology, education, and retail services • Industry leader in innovation for salons and spas with cloud and mobile solution offerings 10
  • 11. Need for Innovation Internally… • Disconnected data across sales teams, salon sites and very little knowledge sharing across roles and departments • Lack of productivity due to manual access and entry of data required to sell effectively • Poor data quality and limited visibility into salon-specific information (i.e. order history, # of chairs, stylists) • Inefficient product launch making it difficult to manage and track product launch metrics and ROI • Poor visibility into issues, challenges and performance across salon sites • Time gaps between field rep activity/updates and executive insight 11
  • 12. Why Salesforce.com?  Ineffective proprietary, non cloud-based in-house CRM  Cloud-based approach and Salesforce industry leadership status was key in decision  Solution was best aligned with how our team works  Provided most flexibility with supporting existing systems  Easy-to-use and addressed previously cumbersome sales and reporting tasks  Impressive network of expert partners like Configero with deep domain and business transformation expertise 12
  • 13. Seamless Deployment • Huge focus on data quality process and strategies • Initially deployed for lead management but quickly saw need to expand and connect more areas of the business • Partner expertise critical • Process-driven focus • Armed us with strategies and a roadmap that took us far beyond implementation 13
  • 14. Assembling Cross-Functional Team Neill Executive Team Project Lead Project Lead Business Development Super Users Analyst Team 14
  • 15. CLOUD Success ENTERPRISE-WIDE Education Technology Distribution Consolidate process for 20 locations under new AVEDA Institutes South Mobile deployment to salon Exploring Community site for student development partner team (Field Service Cloud for support reps database Sales) via iPads
  • 16. Order Integration Streamlines Processes Rich Order Details with 1 Click 16
  • 17. Sales Cloud Powers Modern Sales Force • Salon development partners now connected in the cloud • Instantly update salon orders on- the-go • Inside and field reps collaborate on leads, opportunities via Chatter • Field reps create and follow “Game Plans” leveraging best practices 17
  • 18. Top-Down Visibility • Performance trending across salons • Powerful, real-time sales intelligence • Product launch analytics for improved campaigns • Top-down insight and knowledge sharing across organization 18
  • 19. Creating a Social Enterprise at Neill • Facilitate information- sharing between Inside Reps and Field Teams • Access to sales activity, revenue forecasts, cases • Centralized knowledgebase for entire organization 19
  • 20. “Game Plans” for Sales Success • Desired outcome of activities • How to accomplish recommendations • Tools needed for comprehensive sales cycle support 20
  • 21. Informatica Cloud: True SaaS Integration Multitenant Cloud-based Service… Your Company 2 1 Secure Agent 3 21
  • 22. Real Business Impact • Dramatically improved sales productivity • An average of one hour per day per rep saved • More motivated, results-driven sales team • Unparalleled decision-making intelligence Next Steps to Continue Innovation at Neill…  Marketing Automation  Integration with SalonBiz Technology  Pay-Per-Click Advertising Optimization  Education Event Booking  Force.com Student Community Site 22
  • 23. Today’s Agenda • Need for Cloud Integration in Distribution • Neill Corporation Case Study • Force.com and Informatica Cloud Demo • Configero Distribution Best Practices • Discussion and Next Steps 23
  • 24. Best Practices Process Adoption Encourage business ownership across the organization Establish an on-going communication plan: Top-Down Approach Leverage existing business process experts Make data quality a business priority, not just an IT task Best-in-Class Technology / Services Engage with expert partners early and often for advice and direction Leverage the power of the Force.com platform to support ease-of-use Take advantage of ease-to-deploy cloud integration solutions 24
  • 25. Special Offer Contact Us before September 25th, 2012 and receive a free 2-hour integration assessment for Salesforce from Configero 25
  • 26. Thank you! Q & A • Darren Cunningham, Informatica Cloud • dcunningham@informatica.com • Jody Hamlett, Configero • jody.hamlett@configero.com 26

Editor's Notes

  1. Getting a single view is the number one problem because every single business unit spends way too many cycles getting clean data instead of actually working on the data
  2. Tablet-based
  3. Tablet-based
  4. Consolidated Salon Development Processes across multiple teams and regionsAutomated Sales and Support process and improved Sales effectivenessStreamlined New Business process and implemented best practice lead managementIntegrated order history and streamlined Implemented process to effectively manage and receive visibility into Product Launch ROIImplemented Education Information management on one platform
  5. Talk about Informatica and open, flexible nature of SFDC platform
  6. Once the Agent is in place you create, configure, manage, and administer integration tasks from any web browser. A secure connection is established directly between the source and the target and the processing occurs in your environment.Take a minute to highlight the lines and emphasize that data is not staged.