You have lots of customer data and you need to ensure that it’s readily available to all of those who need it to drive business results across sales, service and customer engagement. This presentation discusses how easy it is to migrate your critical data into Salesforce and how it will immediately benefit the different areas of your business. Our speakers will demonstrate how simple and seamless it is for you to transfer your customer data into Salesforce from different external sources such as; text files, another CRM, or homegrown systems. What you will learn: -How to migrate data to salesforce from a variety of endpoints to create a complete customer view -How a single integration solution can bring together multiple data sources to provide rapid time to value

1. © 2014 Scribe Software Corporation. All rights reserved.
@scribesoft
#SFMigration
Accelerate Access to Critical Customer Data with Simple
Salesforce Migration

2. © 2014 Scribe Software Corporation. All rights reserved.
@scribesoft
#SFMigration
Speakers
Nicole Tilton
Director, Salesforce Sales Channel, Scribe
Email: nicole.tilton@scribesoft.com
Twitter: @TiltonNicole
LinkedIn: nicoletilton
Pierre Hulsebus
Senior Sales Engineer, Scribe
Email: pierre.hulsebus@scribesoft.com
Skype
Twitter: @infuseme
LinkedIn: phulsebus

3. © 2014 Scribe Software Corporation. All rights reserved.
@scribesoft
#SFMigration
Agenda
• Scribe Overview
• Customer Experience
• Challenges
• Scribe Online Architecture
• Demonstration
• Business Value - Recap
• Next Steps

4. © 2014 Scribe Software Corporation. All rights reserved.
@scribesoft
#SFMigration
Scribe
• Customer data integration solutions since 1995
• Established global company
• Cloud, premise, hybrid
• Award-winning solutions
• Scribe Online
• Scribe Insight
• 12,000 customers and 1,200 partners

5. © 2014 Scribe Software Corporation. All rights reserved.
@scribesoft
#SFMigration
Customer Experience

6. © 2014 Scribe Software Corporation. All rights reserved.
@scribesoft
#SFMigration
Customer Experience

7. © 2014 Scribe Software Corporation. All rights reserved.
@scribesoft
#SFMigration
Challenges

8. © 2014 Scribe Software Corporation. All rights reserved.
@scribesoft
#SFMigration
Challenges
User Adoption User Need Data Staging Data Issues

9. © 2014 Scribe Software Corporation. All rights reserved.
@scribesoft
#SFMigration
User Adoption
Adoptability
Adoption
• Data Migration delivers immediate tangible
benefits.
• By migrating data from other business
systems users will have a single view into the
data they need to do their jobs everyday.
• Load the right data for the right user

10. © 2014 Scribe Software Corporation. All rights reserved.
@scribesoft
#SFMigration
User Needs
Needs of End Users
• Record Ownership
• Activity Dates
• Customer Centricity
User Persona
• Marketing
• Sales
• Finance
• Support

11. © 2014 Scribe Software Corporation. All rights reserved.
@scribesoft
#SFMigration
Staging Data
Moving data from
multiple external sources
• Text files
• Other SFDC instances
• Other CRM systems
Establishing Cross
Reference Tables
• External ID’s to SFDC ID’s
Use Flexible Staging
Platform
• SQL – Scribe Replication
Services
• CSV – Data Loader
Types of information that is
important for different users
• Attachments
• Documents
• Activity
• Service calls
Date’s and Ownership
• Record Owners
• Create On Dates

12. © 2014 Scribe Software Corporation. All rights reserved.
@scribesoft
#SFMigration
Data Issues
Parent Child Relationships
• Account / Contact
• Billing / Shipping
• Account / Opportunity
Activity Migration
• Ownership
• Activity Dates
• Status Open/Closed
Attachments
• Size
• Locations
• Reconsider long term model

13. © 2014 Scribe Software Corporation. All rights reserved.
@scribesoft
#SFMigration
Scribe Online Architecture

14. © 2014 Scribe Software Corporation. All rights reserved.
@scribesoft
#SFMigration
Demonstration

15. © 2014 Scribe Software Corporation. All rights reserved.
@scribesoft
#SFMigration
Business Value

16. © 2014 Scribe Software Corporation. All rights reserved.
@scribesoft
#SFMigration
Business Value
User Adoption
Improved
Holistic
view of
customer
data
One view of
BI across all
business
units
Enhance the
user
experience
Transition to
new system
easier
Lower
TCO
Reduce
Deployment
Time
Fits with
Salesforce
Cloud (SaaS)

17. © 2014 Scribe Software Corporation. All rights reserved.
@scribesoft
#SFMigration
Use Scribe for Salesforce Migration & Integration
Migrations and integrations takes days/weeks not months;
Connect key business applications to Salesforce
One solution for all migration and integration needs;
intuitive, visual interface with wizard
Predictable, monthly cost, no hidden fees
12,000 customers, 1,200 partners worldwide; 2012 Codie
winner, 2013 Codie finalist, AlwaysOn250 winner, Red Herring
finalist
Proven Success
Predictability
Simplicity
Rapid time to value
Flexibility Add new applications and data sources easily with clicks, not
code

18. © 2014 Scribe Software Corporation. All rights reserved.
@scribesoft
#SFMigration
Scribe Online Connectors
Applications
Salesforce.com and Force.com apps
Dynamics CRM 2011 and Online
Dynamics GP 2013
ExactTarget
GoToWebinar
Hubspot
Marketo
Netsuite Marketing
Netsuite ERP (coming soon)
QuickBooks Desktop
Technologies
MySQL
ODBC
OLE DB
Oracle
Scribe Insight
SQL Server
Text (as source and target)
Web Services or Custom Connectors
via CDK
3rd Party
Advantage
Big Machines
Connexio
E-conomic
Epicor 9
Exact Globe &
Synergy
FinancialForce
Intacct
On24
Personify
Silverpop
SmartFocus
Znode

19. © 2014 Scribe Software Corporation. All rights reserved.
@scribesoft
#SFMigration
Any Questions?

20. © 2014 Scribe Software Corporation. All rights reserved.
@scribesoft
#SFMigration
Thank You
• Learn more about how Scribe can help your integration needs:
- www.scribesoft.com/salesforce
• Sign up for a free trial:
- www.scribesoft.com/online-trial
- Free Trial Assistance
• Contact Us:
- sales@scribesoft.com
• Take our Survey
- Interested in a Deeper Dive?