Implementation of Salesforce CRM generally occurs as a result of a customer-centric approach.
However, to build a 360-degree view of the customer, Salesforce needs to be interconnected to the entire Information System.
Salesforce CRM platform can only be fully operational with :
Therefore, the implementation of a data integration software is often the corner stone and starting point of any business project involving Salesforce.
Stambia's unified technology combined with its powerful Salesforce component can help to reduce deployment time to migrate to the Salesforce ecosystem.
"84% of CEOs are concerned about the quality of the data they’re basing their decisions on."
source : Forbes, 2017
Poor data quality has a direct impact on business activity and its profitability.
Bad or Dirty Data refers to muliple causes : duplicates, typos, missing or incomplete data, obsolete information ...
To get fresh and relevant data, Salesforce must be connected to third-party tools.
It has to be linked with an integration and data quality solution to :
To provide Salesforce with quality data over time, setting up a customer data repository is often required. A data hub concept promotes data exchange with Salesforce.
Although Salesforce has analytic capabilities through reports & dashboards, it is far from being a true Dataviz decision tool.
Below are some of the challenges that may require the use of a complementary data integration solution:
" Seventy-two percent (72%) of firms said managing multiple CRM systems across countries/ technology silos is moderately to extremely challenging."
source dun & bradstreet
Salesforce is a very powerful platform in terms of customer relationship management.However:
Stambia has capabilities to create a standard API / web services layer around Salesforce to interconnect Salesforce and other applications.
Stambia technology quickly links a Salesforce Cloud to Hadoop Big Data platforms to extend and enrich customer data.
Data scientists teams can drive Salesforce by mixing data provided from Big Data to:
Salesforce component is fully integrated with Stambia data integration software, through "Metadata" object.
Stambia can reverse the description (Reverse Engineering) of any type of information from the Salesforce application, whether it is native (standard metadata) or specific (information, table, customer-specific application).
Reversing specific Salesforce field descriptions or tables, as well as internal IDs and dates, provides a comprehensive view of data and metadata.
This information is used in Stambia data flows to optimize uploads or detect changes in Salesforce.
There are several ways to load data:
The Salesforce component allows to manage all types of data integration (Update, Insert, Upsert, Delete) and also the Recycle Bin object.
With simple mappings, defining the rules, Stambia generates and executes complex processes and provides automatic incremental integration of organizational data
Stambia can use natively :
This information is used to detect changes and then compare the data against the existing data in a third-party application or in a database.
Stambia's replication template can quickly replicate Salesforce data to a third-party database or replicate data from that database to the Salesforce app.
This can be done with simple parameters and without complexity in the design.
Stambia universal mappings can also be used to complete and adapt the replication process in case it is necessary to implement particular transformations.
This component is optimized for Salesforce as well as for the underlying databases, to provide the highest level of performance.
The Salesforce to RDBMS replicator requires little development effort: with only a few parameters, it is possible to automatically create a source structure on the target.
Different modes are possible:
Replication to Databases is supported. The Replication Target can be any Rdbms Database.
|Change Data Capture||Change Data Capture (CDC) allows to follow and store all the changes of Salesforce objects. It is supported by the Replication Template.|
|Bulk Mode||Bulk Mode is supported for writing or reading data from / to Salesforce|
|Incremental mode management||
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In the age of digital transformation and of resulting business transformations, organizations need to reconsider the vision they have of their customers.
The implementation of a CRM platform such as Salesforce is a part of this logic of developing a 360° vision of the customers.
However, setting up Salesforce is not an end in itself. Key success points of this "Client 360" strategy are the complete integration into the Information System and the organization's processes, and the design of an effective Salesforce integration architecture.
This document focuses on the value of building this data-centric architecture and proposes a way to achieve a fast and relevant Salesforce integration. ...
Read more: ebook : 6 benefits of Data Integration with Salesforce