Twitter: @infacloud

Efficient Salesforce Reporting & Compliance

Allan Schwab, Informatica Cloud PresalesAshwin Viswanath, Informatica Cloud Marketing

Agenda

• Main Challenges with CRM• Why Reporting within Salesforce Isn’t Enough• Main Challenges with CRM Reporting• Challenges Specific to Salesforce• Why Compliance is Important• Consequences of Violating Regulatory Compliance• Demo: Data Replication for Salesforce• Customers Using Data Replication• Q & A

2

CRM Challenges: Data still #1 problem

3

Fast Access to Dashboards

Ad-hoc Reporting

Historical Data &

Trending

Multiple Data Sources

SCENE

Why Reporting Within Salesforce Isn’t Enough

Main Challenges with CRM Reporting

5

Source: Dimensional Research

Challenges Specific to Salesforce

6

Source: Bluewolf

Why Compliance?

Up to $1.5 million + prison time

$5 million and up to 20 years in prison

Up to $500,000 Up to $1 million

Penalties

Stakeholders

Individuals responsible for violation

CFO & CEO have joint responsibility for financial data

Company officers & Directors

Company’s public reputation at stake

$100,000/violation + prison time

Sources: AMA, Genentech, Business Records Management, Acunetix, Sarbanes-Oxley 101

Company’s public reputation at stake

8

Consequences of Violating Regulatory Compliance

Customers Using Data Replication

9

and many more…

Twitter: @infacloud

Data Replication DemoAllan Schwab, Informatica Cloud Presales

Twitter: @infacloud

Q&A

Allan Schwab, Informatica Cloud PresalesAshwin Viswanath, Informatica Cloud Marketing

Next Steps

• Sign up for free 30-Day Trial: www.informaticacloud.com • View ‘Getting Started’ video• Select ‘Data Replication’ under ‘Applications’