Integrate your Salesforce.com deployments with your other desktop applications without moving data outside the enterprise by creating secure enterprise data mashups with proactive alerts and information delivery.
Nimaya’s ActionBridge enables salesforce.com users to
proactively alert and prompt sales and support staff to
new sales leads and potential risks via the automated
creation of tasks, opportunities and leads based on information residing
within and external to salesforce.com. ActionBridge provides users with guidance and information based on
a unified view of each customer that securely combines
information from across the enterprise via enterprise data mashups.
The end results make customer centricity work.
Nimaya offers a specialized version of ActionBridge, developed specifically for the financial services industry. Learn more about this version here.
ActionBridge for salesforce.com includes these major benefits:
Enterprise Data Mashups
ActionBridge enables users to create mashups of data and information from their enterprise and hosted (SaaS) solutions. A mashup is created by securely combining information and/or services from more than one source into a single, unified result set. The resulting set of information provides insight above and beyond the value of the individual pieces of data from the source systems. ActionBridge mashups are seamlessly embedded into salesforce.com. Typical mashups include CRM data from salesforce.com (such as a customer’s contact information) with information from a legacy financial system and a support system (both on premise). This results in a single view consisting of the customer’s information, purchasing history, current financial standing and current support case standing, on demand and securely. This is accomplished without moving data into Salesforce.com.
Having this information in one place benefits customer interfacing employees such as sales and services representatives as they do not need to access multiple systems and manage multiple passwords. Most importantly, since all the information the employee needs is in one place, productivity increases as employees are able to service customers more efficiently. In turn, this leads to greater customer satisfaction and lower customer churn.
ActionBridge takes mashups even further by automatically taking action based upon configurable scenarios. Doing so effectively “connects the dots” among disparate enterprise and SaaS applications. Employees no longer need to manually search data for insight to discover value points such as cross-sell and up-sell opportunities; react to accounts that close prematurely; or search for the reasons leading to specific events and conditions such as late payments. This insight is delivered proactively through mashups.
Proactive, Event-Based Task, Lead & Opportunity Creation ActionBridge provides automatic creation of tasks, leads and opportunities to generate dynamic alerts and warnings that identify new leads and potential risks with existing customers and sales opportunities. Events trigger rules that are configured specifically for your business, securely leveraging information both within and external to salesforce.com. For example, if an account with an active sales opportunity in salesforce.com has an unresolved billing dispute or multiple high priority service tickets open, the salesperson owning the account will receive proactive alerts for these issues in the form of automatically generated tasks on their salesforce.com home page or alerts to e-mail.
Additionally, ActionBridge business rules can be configured to uncover cross-sell and up-sell opportunities resulting in additional automatically created tasks, leads and opportunities within salesforce.com.
From each task, lead and opportunity created, users can access the specific information that led to its creation, securely and directly from the ActionBridge customer profile view. Users can further drill-down to obtain a greater level of detail regarding the current customer’s or prospect’s status, all without leaving the salesforce.com environment.
Leverage Desktop Systems ActionBridge delivers secure, real time access to account information residing in desktop and legacy systems (such as billing, orders, service history and transactional records) as well as third party information sources (such as Dun & Bradstreet® and Hoovers®), from across the enterprise and Internet, regardless of the source system’s platform or geographic location.
This information is presented directly within salesforce.com, eliminating the need to use additional desktop applications or access multiple systems using different credentials. Examples of this information include product and services inventory, existing contract details, wallet share, and pricing data. ActionBridge can also be configured to present information transiently, and selectively copy information into the salesforce.com database.
Unlock Your Customer Data & Increase Loyalty Existing salesforce.com customers can deploy ActionBridge and realize the benefits in days, not weeks. Start obtaining proactive tasks, opportunities and leads, with decision enhancing information from across the enterprise, directly in salesforce.com. Furthermore, ActionBridge’s seamless integration with salesforce.com’s security and access profiles makes deployment and scalability a cinch.