Informatica Cloud Customer 360 For – Business Benefits

  • 100% native Application
  • Utilize Salesforce pre-built architecture and all of the application ecosystem.
  • Inherit all security and role-based permissions from your Salesforce Org
  • Quick Time-to-Value of 6-12 weeks – Managed application optimized for Salesforce use cases out-of-the-box enables quick ROI
  • Improved Large Opportunity Awareness
  • Improved Tier 1 Account Identification
  • Faster and More Robust Account Situational Awareness
  • Reduce AE Labor Cost
  • Improve Marketing Resource Effectiveness
  • Improved Account Target Marketing
  • Reduce IT Cost
  • Improved Utilization of Existing Investment
  • Improve Resource Utilization

Increase Your Revenues

  • Improve pipeline conversion
  • Expand cross/up-sell
  • Help plan/execute M&A

Ensure Customer Success

  • Increase customer retention
  • Avoid incident escalation
  • Deepen relationship through account insights

Reduce Your Business Risk

  • Credible forecasts
  • Trusted reporting
  • Visible ROI
  • Improve adoption

Informatica Cloud Customer 360 for Salesforce® 

Powering Salesforce with a Complete Customer View Salesforce puts a wealth of information at your fingertips. With real-time snapshots of your sales and marketing performance to annual summaries, it’s no surprise that most Salesforce customers aim to take full advantage of this information to make strategic decisions that drive revenue. Cloud Customer 360 for Salesforce helps you accomplish that.

Ensure the Validity and Integrity of Your Customer Records with Integrated Data Quality

Cloud Customer 360 for Salesforce automatically detects and corrects erroneous and duplicated data while validating contact and address information. These steps are also repeated at point of entry using Cloud Customer 360’s automated search and enrichment capability, to help marketing maximize lead gen ROI and sales follow CRM best practices.

Are your problems with poor data quality leading to reduced conversions, poor forecasting and low marketing ROI?

Consolidate Data from Multiple Systems to Provide a Single View of Your Customer

Cloud Customer 360 for Salesforce uses fuzzy matching to automatically consolidate your data. Prioritize data sources and key fields from multiple cloud and on-premises systems, such as SAP, Oracle EBS, Marketo and so forth. Now you can maintain and enrich master data on a constant basis and provide sales, marketing and customer service with single unified source of real-time data.

Are you struggling to get a single view of your customer across multiple cloud and on-premises systems?


Salesforce Multi Org Coordination 

Whether inherited from M&A or deployed as a deliberate strategy, multiple Salesforce instances (Orgs) need to be coordinated in a way that matches your business model. With the flexibility of Customer 360 for Salesforce, you can now either roll up reporting for sales, marketing and services into a Global Reporting Hub, or deploy a Master Sub Org to manage and synchronize business processes across the enterprise. Either way, you’ll gain a big picture view of your business for better strategic decision making and selling.

Are you unable to get a global view of your customers across multiple Salesforce orgs?

Visualize Multidimensional Hierarchies and Perform White Space Analysis in Salesforce

With dynamic, multidimensional hierarchies, Cloud Customer 360 for Salesforce enables each user to see the relevant customer story for their role, regardless of the source. Now you can navigate and go beyond Salesforce functionality to manage the different hierarchy types and relate global accounts with their subsidiaries rolled up to an ultimate parent. With Contact, Lead and Opportunity objects visible across the entire account hierarchy (including subsidiaries), marketing can track campaign influence. And sales can perform white space analysis to identify cross and-up-sell opportunities across the entire company.

Are your reporting problems preventing you from gaining a bigger picture of your global accounts for strategic planning?


Functional Requirements

Requirement ID – Requirement Definition

FR1.0 – Installation and license activation.

FR1.1 – Configure preliminary CC360 configurations to activate the application:

  • Visual Source Pages
  • CC360 Profiles
  • CC360 Settings

FR2.0 – Validate and standardize address and email address data using Informatica’s DaaS service options within CC360
FR2.1 – Profile SFDC dataset to establish the quality of data CC360 will be working with. Informatica’s Cloud platform (“ICS”) contains a mapplet which can assist. The mapplet outputs 3 spreadsheets which represent Frequency Distribution, Pattern Analysis and Profile Summary. Using this data an initial configuration can be completed.
FR2.2 – Once there is an indication of the data quality, CC360 can be configured accordingly using the best populated fields for comparison purposes:
With the results of the data profiling activity, the following settings will be configured:

  • Synchronization Settings
  • Segmentation Settings
  • Matching Settings
  • Performance Settings

FR3.0 – Master bean and bean records will created:

  • Migrate Accounts (Create Master Bean and Bean records)

FR3.1 – Identify duplicate records based on the Match configuration settings previously set:

  • Execute the Duplicate Check job to compare Accounts

FR4.0 – Review the list of duplicate records stored under the Duplicate Accounts objects. Note – after review we may be required to adjust the CC336 segment, match and/or performance settings ( goto FR2.2 ).
FR4.1 – Resolve duplicates through a phased approach based on the duplicate score:

  • Merge Accounts

FR5.0 – Configure CC360 for up to 2 additional external data sources

  • Execute Matching Job

FR6.0 – Define enrichment behavior between bean and transactional object:

  • Configure Enrichment Settings
  • Execute the Consolidation job

FR7.0 – Hierarchy

  • Up to 100 records, single or multi-dimensional
  • Customer provides hierarchy structure