AGILEPOINT FOR SALESFORCE GO BEYOND DATA SHARING

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1 AGILEPOINT FOR SALESFORCE GO BEYOND DATA SHARING

2 2

3 3 AGILEPOINT FOR SALESFORCE Go Beyond Data Sharing Welcome Salesforce and Microsoft recently announced a new strategic partnership to create solutions that connect salesforce.com s customer relationship management product to Microsoft Office and Windows. The bridge they are providing is basic data sharing between their products. At AgilePoint we believe that while this is a good thing, customers need more than simple data sharing in today s interconnected enterprise. Enterprise systems are more than just CRM and Office documents and data. Most organizations have many additional systems and third-party software systems that depend on and interact with Salesforce and Office. Now Salesforce Changes Can Trigger Enterprise-Wide Results When someone updates Salesforce information it can affect many other workflows and systems in your organization. For example, marking a Salesforce Opportunity as Closed usually signals the beginning of a delivery or fulfillment cycle, invoice processing, inventory changes and evaluations, etc. Changing an Opportunity to the Contracting or Legal state often initiates the need for credit checking. Changes in sales forecasts may cascade down to revisions in manufacturing planning and supply chain changes. With AgilePoint, changes in Salesforce data and states can start enterprise workflows.

4 4 SALESFORCE FOR YOUR CRM SYSTEM SHARING DATA WITH MICROSOFT FOR YOUR OFFICE DOCUMENTS

5 5 WHAT IS MISSING? CRM IS ONLY ONE PART OF YOUR ENTERPRISE Using Salesforce for your CRM is a good choice but actions and changes in the Salesforce system frequently have an organization-wide impact. With AgilePoint, you can reflect Salesforce changes in state and data in your other systems, and you can share data between those systems in cross-departmental enterprise workflows.

6 6 AGILEPOINT IS THE BRIDGE A GATEWAY TO PEOPLE, OTHER SYSTEMS, AND THE REST OF YOUR ENTERPRISE Many organizations adopt a best-of-breed enterprise software strategy where financial systems may be from one vendor while ERP, content management, HR, marketing automation, manufacturing systems, etc. are from others. AgilePoint enterprise workflow applications connect people to people, people to systems and systems to systems to deliver engaging, personalized customer experiences using flexible and dynamic business logic and rules triggered by Salesforce events, data changes and social collaboration interactions.

7 7 ENTERPRISE What About Your Other Assets? Component Salesforce Microsoft AgilePoint Salesforce CRM MS Office Documents Social Collaboration Enterprise Workflows Salesforce For your Customer Relationship Management and Chatter social collaboration. Microsoft For Office documents and data, and All Marketing Automation All ERP Systems All Human Resources All Financial Systems All Databases All Manufacturing Systems All Content Management Yammer and Lync social collaboration. AgilePoint For Enterprise workflows incorporating Salesforce and Office documents and events, as well as access to thirdparty systems and in-house developed systems. AgilePoint is the gateway between Salesforce and the rest of your enterprise. Now, changes in Salesforce can trigger enterprise-wide results.

8 8 NOW SALESFORCE CHANGES CAN TRIGGER ENTERPRISE-WIDE RESULTS Your enterprise is more than CRM. AgilePoint can capture events and changes in data within Salesforce and trigger enterprise workflows that reflect those changes in other processes and systems. AgilePoint provides access to all your Salesforce data so you can use it in conjunction with enterprise process applications extending the power and value of your Salesforce investment deeper into the enterprise.

9 9 AGILEPOINT Your Enterprise Is More Than CRM If you use Salesforce, it is a central component of your enterprise. But most likely, it is not the only component. AgilePoint allows you to reflect changes in Salesforce and your Office applications across your entire organization by triggering AgilePoint enterprise workflow applications, and connecting and sharing data with all your other systems. Enterprise-Wide Workflows Create salesforce-triggered workflows across organizational boundaries. Mobile for Entire Enterprise Put the entire enterprise in the palm of your hand, not just your sales information. Cross-System Data Forms Combine data from salesforce and other systems on eforms for better productivity. Social Collaboration Actions Use Chatter to trigger enterprise workflows and deliver custom documents. Extended Rules and Logic Incorporate rules and logic based on information from all your enterprise systems. Enterprise Agility Process-based apps ensure rapid and easy change as your environment evolves.

10 10 CONTENT MANAGEMENT SharePoint Documentum FileNet LiveLink Alfresco FINANCIAL SYSTEMS Microsoft Dynamics SAP NetSuite Oracle JD Edwards QuickBooks ERP SYSTEMS Microsoft Dynamics SAP NetSuite SAGE Plex Whether you are using SharePoint or any other document management system, utilizing it in conjunction with Salesforce makes good sense. Storing and maintaining documents in the tool that fits your organization best, while integrating access to documents and other content with Salesforce, is easy with AgilePoint. Store your content where you want and AgilePoint can integrate it with Salesforce information. Credit checks, customer on-boarding, invoicing and collections are all part of the opportunity-to-cash cycle. Connect all your interdependent systems quickly and easily with AgilePoint. Imagine credit checking happening automatically when a Salesforce opportunity moves to the Contracting stage. When sales close an order in Salesforce shouldn t customer on-boarding begin automatically? Some organizations utilize their ERP system for most of their enterprise system needs. Others use only select parts of the ERP offering. Either way, AgilePoint can help you share data seamlessly between Salesforce and Dynamics, SAP, NetSuite, etc. Use Salesforce events and changes in data to kick off enterprise workflows that interact directly with your ERP components clear back to your supply chain.

11 11 DATABASE SYSTEMS SQL Server ORACLE MySQL DB2 Sybase HR SYSTEMS PeopleSoft Success Factors Workday Cornerstone IBM MANUFACTURING Microsoft Dynamics SAP NetSuite Epicore IBM Enterprise applications, data warehouses, identity management systems and many other enterprise assets utilize databases for the storage of valuable information. AgilePoint provides easy and secure access to database assets stored in virtually all major database systems. Creating enterprise workflows using Salesforce data is now as simple and easy as using your traditional databases. You may call them HR systems, Talent Management or Human Capital Management, but every enterprise needs to manage people resources. From talent search to policy management, AgilePoint provides access to information your enterprise workflows need. For example, AgilePoint can automatically add sales and marketing personnel directly to Salesforce as part of your employee on-boarding process. Manufacturing systems are too often stand alone silos because they are difficult to integrate with other enterprise systems. Not so with AgilePoint. Salesforce information like closed sales and sales forecasts can be used to update manufacturing requirements, priorities, plant floor loading and finished goods inventories, reflecting the realtime needs of customers and providing priorities for suppliers.

12 SEE YOUR CHANGES IN SALESFORCE CREATE ENTERPRISE-WIDE RESULTS Learn What You Can Do In Just 7 Days AgilePoint Inc. 1916B Old Middlefield Way Mountain View, CA (650)

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