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Challenge
Customer selected Salesforce as their new CRM system. They needed to integrate their enterprise application PeopleSoft to SalesForce. Customer's sales reps were getting caught out when they walked into the customer's premises because data about trouble tickets and trading history was trapped in a system the Sales reps couldn't access easily from the road. They used to get blind-sided by customers who had logged trouble tickets, or whose trading volume had changed significantly, but the sales rep didn't know about it.
The challenge they had was twofold: get a better CRM, up to date with all the account details and billing information from Peoplesoft, and also arm the reps with the most up to date Case and Trading history data in Salesforce dashboards when they show up at key accounts; |
Solution
- on-site installation and training on Cast Iron
- one way data feed from PeopleSoft to Salesforce. A user creates or modifies customer accounts, trading history and/or cases (service requests) in PeopleSoft, and the PeopleSoft XML integration broker posts the data to CastIron via HTTP in real-time. CastIron uploads the data to the appropriate object in SalesForce.
- As part of Customer SFDC solution, Cast Iron performed the initial load (approx. 10,000 customers) as well as the subsequent real-time replication of customer updates made in PeopleSoft to the Account object in Salesforce.com, maintaining referential integrity between Master Accounts and linked sub-Accounts, via XML messaging.
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Result
Customer are live with 5 interfaces (Customer Master, Case, Trading History, Delete Old Cases, Delete Old Trading History)
Go-live was acheived with a 20 day engagement, of which only 8 days was on-site. We built the entire set of interfaces in approx. 10 days (off-site) and deployed via Customer's VPN. Customer pushed the production load of 10,000 customers through Cast Iron without difficulty.
Sales reps can now log in to Salesforce and see a full dashboard of customer activity, with current trading history and any trouble tickets (with status.) |
