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Mansa Systems provides Fast Track Salesforce.com Integration Services. Go live in Days !
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Fast Track Salesforce Integration Package
Mansa Systems Introduction
1
Who We Are?
• Certified Salesforce.com Consulting Partner and AppExchange Partner
• Founded 2006 -- 40+ Employees Globally
• Development centers in California, India, China & Costa Rica
What We Do?
• Services - Salesforce.com Implementation & Integration, Force.com Development, Training,
Consulting
• AppExchange Apps – Focused on enhancing Salesforce utilization
How We Deliver?
• Global Delivery using Agile methodology with Onshore, Nearshore and Offshore teams
Do you have a 360 degree view of your customers?
Do you maintain Customer Data In Multiple Systems and find it difficult to
manage them?
Do you maintain opportunities in Salesforce and Process Orders In Some
Other System?
Do you have Multiple Sources For capturing leads and have difficulty getting
them into Salesforce?
Do you have a problem referencing Invoices with customer records in
Salesforce?
Does your support group have trouble tracking customer cases because your
support system is not integrated with Salesforce?
1
Designed for Small and Medium size projects
Removes the complexity involved in integrating Salesforce and other
applications
Deliver Integration solutions in 8-10 days
Includes 3 to 4 Integration processes
Synchronize Account, Contact,
Product, Pricebook, etc between Salesforce and other applications
Complete view of Customer
Lead -> Opportunity -> Quote ->
Order -> Cash
…and more…
Business Problems Solved Business Processes Supported
Fast Track Integration Package
3
Process and Deliverables
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Project Kick-off Meeting
Integration Requirements Gathering
Integration Design Document describing data mapping, transformations and
integration processes
3 to 4 Integration Processes connecting Salesforce and other application
Web-based Training on Informatica Cloud data synchronization service
Rapid Integration – Integration Completed in less than 10 days
Cloud Based Integration Service - No hardware or software.
Visual Modeling & Mapping - Easy to use interface
Increase User-Adoption - Make critical data available in Salesforce
Integration Flexibility – Schedule and monitor Salesforce integration
processes
Key Benefits
4
OtherSystems
Informatica Cloud
True Multi-Tenant Cloud offering
Market Leader in data integration
Supports companies of all sizes
Extreme Ease Of Use
Time to deploy - Try And Buy
Complete integration lifecycle
Salesforce Integration focus
Ready made connectors for many on-premise or
cloud based applications
Informatica Cloud Overview
2
5
Customer Success Story
Salesforce & Advent Integration
for a Wealth Management Firm
Salesforce & Advent Integration using Informatica Cloud
Challenge Solution Benefits?
Firm was adding and
updating thousands of
client entries manually to
Advent APX.
Needed a secure interface
between any systems and
Advent APX.
Without centralized
automated processing, data
maintenance and data
quality between Salesforce
and Advent APX was a pain.
All Incoming and outgoing
data about clients, accounts,
and positions was
synchronized, with the help
of Informatica Cloud Sync
service
An interface was created in
Salesforce which does
automated export of client
and account data and import
of account, position, and
security data from Advent
APX.
SFTP server was also setup
for secure data exchange
Company: a Silicon Valley Wealth Management Company
Opportunity: Salesforce Integration
Vertical: Wealth Management
Firm had its entire process
automated ,without any
manual effort involved in
sharing, hence saving man
hours
Now firm can easily manage
the investments &
relationships with the help
of Salesforce
Firm can now countercheck
and store client portfolios
easily
.
?
.
Advent & Salesforce Data Flow Diagram
Fast Track
Package Cost----------------------------------------
$5000 – 10000
Assumptions
The customer is responsible to ensure the mapping between data elements are
unique and present
The customer is responsible to ensure data formats meet industry standards
Informatica
Cloud Sync
Service License-------------------------------
Discounted
Offer
6
Pricing
THANK YOU
