Are you struggling with Salesforce or Veeva end-user adoption? Don’t let data quality challenges get you down. Informatica has recently introduced powerful Cloud-based Master Data Management (MDM) capabilities built natively on the Force.com platform. Key capabilities include: • Cleanse, standardize and enrich customer information • Eliminate and prevent duplicate and inconsistent data • Integrate Salesforce with other cloud and on-premise applications, databases and files • Manage and view multiple hierarchies • Consolidate data from multiple Salesforce or Veeva instances. We will outline specific use cases in your industry and review some of the business benefits our customers are delivering with a universal MDM strategy from Informatica.

1. Cloud MDM for Salesforce
Darren Cunningham, VP Cloud Marketing
Josh Minton, Informatica Cloud MDM Specialist
Ravi Shankar, VP Informatica MDM Marketing

2. Poll Question:
How Many SaaS Apps are you Running?
None…yet!
1-3 4-10 11+

3. Today’s Agenda
• Introduction to Informatica Cloud MDM
• Demonstration
• Universal MDM from Informatica
• Next Steps

4. Primary Cloud Data Management Challenges
4
No Single
Customer View
Inefficient
Processes
1
3
7
5
8
2
4
6
Disconnected
SaaS Silos

5. Business Value of Single View of a Customer
Increase Revenue
• Increase Upsell/Cross-Sell
• Plan/Execute M&A
• Improve Marketing Campaigns &
Conversion Rates
Improve Customer
Success
• Higher customer retention
• Targeted product development
• Identify your most valuable
customers
Risk Reduction
• Credible forecasts
• Trusted Reporting
• Increased adoption of Salesforce

6. Primary Barriers to a Single Customer View
Data Quality
• Incomplete Data
• Inaccurate Data
• De-Duplicate
Data
• Validate Data
Consolidation
of Data
• Disjointed
Systems
• Fragmented
Data
• Multiple Orgs
Hierarchy
Management
• Create more
robust Customer
Relationships
• Multi-
Dimensional

7. Informatica Cloud
www.InformaticaCloud.com
7
Cloud Integration
Connecting your cloud apps
Cloud Data Quality and MDM
Delivering the “Single Customer View” within Salesforce
Cloud Process Automation
Guiding Salesforce users to work efficiently with the data

8. Informatica Cloud MDM
• Dedupes HCP data within Veeva
and Salesforce
• Prevents duplicates at the point of
entry
• Creates single view of HCP/ HCO
across Veeva and Salesforce
• Keeps data in sync across Veeva
and Salesforce – same HCP/ HCO
data across both systems
• Consistent affiliations across both
systems
• Integrates iMS, AMA data
8
Informatica Cloud MDM for Life Sciences
Built to run natively on the Force.com Platform
CRM Call Center
CLOUD
MDM
www.InformaticaCloud.com/MDM

9. Informatica Cloud MDM Use Cases
Regional
MDM
Deploy locally,
Consolidate Globally
Build regional hubs for
countries outside of US
Affiliations
Track HCO/HCP
relationships across all
systems
Elicit feedback &
Engage field
Data
Quality
Point-of Entry
Management for all
users across all devices
Improve Reporting &
Decision Management
9

11. Cleanse: Seal off Entry Points, Validate Addresses
• Complete – Leverage data assets to fill in
incomplete data
• Consistent – All data formats are
standardized
• Duplicate Free
Batch &
Real-Time
De-Duplication
New
Leads
Leads
Accounts
Contacts
Enhanced Lead
Conversion

12. • Connect Both On-Premise or Cloud Apps
• Enables Integrated Business Processes,
e.g. Order-to-Cash
Integrate: Data Transformation / Movement

13. Enrich: Single View of the Customer
Data
Loader
McDonalds
US
Contact: Ronald McDonald
Oppty: Monopoly Convention
McDonalds US McDonalds US McDonalds US
• Contact: Ronald McDonald
• Oppty: Monopoly Convention
• Lead: Grimace
• Account: Hamburglar
• Product: Happy Meal
• Product: Shamrock Shake
McDonalds WW
Data
Loader
McDonalds
US
Product: Shamrock Shake
Product: Happy Meal
• Customer-
Centric View
• Golden Version
of Customer
Data
• Enable White-
spacing and
Trend Analysis
Data
Loader
McDonalds
US
Account: Hamburglar
Lead: Grimace

14. Enrich: 3rd-Party Data Enrichment
Data
Loader
• Moody’s Credit Rating
• Retail Analytics for
Eastern Europe
McDonalds WW
Global DUNS McDonalds US McDonalds EMEA McDonalds LATAM
• S&P Rating for Brazil• D&B Data Elements
• Augment Your
Existing
Customer Data
• Identify &
Culture
Relationship
• Account
Hierarchies
• Global
Segmentation/
Reporting

15. Consolidate: Multiple Orgs
Data
Loader
McDonalds
US
Contact: Ronald McDonald
Oppty: Monopoly Convention
Data
Loader
McDonalds
EMEA
Product: Happy Meal
Oppty: Milkshake Conference
Data
Loader
McDonalds
LATAM
Oppty: Brazil Hamburger Fan Club
Lead: Grimace
McDonalds US McDonalds EMEA McDonalds LATAM
• Contact: Ronald McDonald
• Oppty: Monopoly Convention
• Product: Happy Meal
• Oppty: Milkshake Conference
• Oppty: Brazil Hamburger Fan Club
• Lead: Grimace
McDonalds WW
• Single View of
Customer
Across
Salesforce
Orgs
• Allow Global
Account Team
Collaboration
• Enable White-
spacing and
Trend Analysis

16. Relate: Advanced Account Hierarchies
• Model more
robust
relationship
Expanded
Relationships
• Import
Relationships
• Automate
Updates
Automation
• Embed
various
hierarchy
types
Multi-
Dimensional

17. Relate: Tie it Back to CRM Dashboards
• Engage Dashboards at any level of hierarchy
• Improve Collaboration/Coordination
• Drive best practices/innovation across
geographies and brands

18. Extend: Force.com and Social/Mobile Apps
• Leverage your VisualForce or APEX coding
skills
• Build Social/Mobile Apps Faster with clean
data

19. Demonstration:
Josh Minton

20. Hierarchy Management
Automatically Find Ultimate Parent or Fuzzy Search
• Multi-dimensional hierarchies:
e.g Salesforce, D&B or
Franchise, etc.
• Relate Global Accounts with
their subsidiaries rolled up to
Ultimate Parent
• Easily visualize, navigate and
manage the different hierarchy
types

21. Today’s Agenda
• Introduction to Informatica Cloud MDM
• Demonstration
• Universal MDM from Informatica
• Next Steps

22. 22
Cloud MDM and Multidomain MDM
• Flexible multidomain data model
• Enterprise use – Operational & Analytical
• On-premise/ hosted deployment
Multidomain MDM
Generic MDM with
flexible data model
to reconcile
multidomain
master data across
all systems
MULTIDOMAIN
MDM
•Resides within Salesforce (cloud)
•Multitenant architecture (Force.com)
•Consolidates data within Salesforce
Cloud MDM
Cloud-based
multitenant SaaS
MDM application
optimized
specifically for
Salesforce
CLOUD
MDM
Sample Customers

23. Universal MDM
Benefits
• Consistent HCP/ HCO and
affiliations data across
Salesforce, Veeva, and
Enterprise
• Faster data synch from Cloud
MDM to Multidomain MDM
• Standardized HCP/ HCO data from
Cloud MDM fed into Multidomain MDM
• Fewer duplicates passed on to
Multidomain MDM
• View product hierarchies, sales
territory hierarchies, sphere-of-
influence relationships from
Multidomain MDM within
Salesforce, Veeva (data controls)
23
Informatica Cloud MDM to Universal MDM
Cloud MDM
MULTIDOMAIN
MDM
Applications
Third Party
Data
Business
Intelligence
Multidomain
HCP/ HCO
Employee
Product
Location
Item

24. Informatica Universal MDM
Architecture
Vibe™ Virtual Data
Machine
Universal
Governance
Data Governance
Monitoring
Workflow
Data Stewardship
Data Components
Scorecard
Reporting
Hierarchies Relationships
Composite Apps
Search
Universal
Solutions
Life
Sciences
Banking
Insurance
Healthcare
Partner
Solutions
Universal
Domains
Model /
Metadata
History /
Lineage
Survivorship
Rules
Match
Rules
Security
Universal
Services
Validation
Rules
Retail Manufacturing
Product CustomerSupplier LocationAsset Employee
Batch
Metadata
Cleansing
FederationData Exchange
Business Glossary
Profiling
Messaging
Address Standardization
Real-time
Synchronization

25. Next Steps
• Help us understand your use case:
• Regional MDM: Deploy locally, Consolidate Globally
• Affiliation: Track HCO/HCP relationships across all systems
• Data Quality: Point-of Entry Management across all devices
• Find out more about our Salesforce solutions:

26. Thank You!