Saturday, February 7, 2015

Ditch Excel for Automated Data Integration for CRM and Quoting Tools

In the 21st century, we can still see many platforms integrate with other platforms by way of Excel Export/Import.
As antique as it sounds, even in the very high-end of the high-tech industry, there are many critical business services that rely on the manual Excel Import.
As an example, Cisco Commerce Workspace (CCW) has the ability to Export the BoM in an Excel file that can be imported by the Cisco Reseller Partner's “other” systems (CRM, Quoting).
Let’s admit it, there may seem to be many advantages: it appears to be cheap, fast, easy, and anyone can do it. So why not?
The answer may be more complicated than “you get what you pay for”.
Here are the main reasons
  1. You have to manually massage the Excel, remove any lines that are not relevant, rearrange, sort, select, filter, etc.
  2. You need to make sure the format has not changed, otherwise GIGO
  3. Excel from Cisco Commerce Workspace has many items that may not be relevant to your process, such as zero cost items
  4. The most difficult issue is next version synchronization of lines – how do you know which lines were deleted, changed or added?
  5. In CRM, such as SFDC, you need to split data between several objects such as Header and Line Items. Cannot be done from Excel.
  6. Above probably true for many other systems, such as quoting systems
  7. There is no track history or audit ability at field & line level
  8. Need to consolidate Excel from various sources, such as Disti cost with CCW BoM
  9. Error prone – obviously! Easy to make expensive mistakes
  10. Expensive - if you add up the manual effort taken to use Excel, what seems simplest and quickest turns out to be the slowest and most expensive solution possible.
Contact StrataVAR for a complete ROI analysis of your data integration and find out why Commerce Cloud Integration for your Cisco Products and Services Resale practices can be vastly improved with cloud based, automated data integration. After all, its your Data, why isn't it on your Platform (with a single click)?
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7 comments:

  1. UnknownMay 13, 2015 at 1:08 AM


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    ReplyDelete
    Replies
    1. seep learnJuly 14, 2024 at 11:04 PM

      Transitioning from Excel to automated data integration can significantly enhance efficiency and accuracy in your data management processes. Here are some benefits and steps to consider:

      Benefits of Automated Data Integration
      Time Savings: Automating data processes reduces manual data entry and repetitive tasks.
      Improved Accuracy: Minimizes human errors associated with manual input.
      Real-Time Data Access: Ensures that data is up-to-date and accessible when needed.
      Scalability: Easily handles growing data volumes without additional manual effort.
      Enhanced Collaboration: Streamlines data sharing across teams and departments.
      Steps to Transition
      Assess Your Needs: Identify the specific data sources and integration points you need.
      Choose the Right Tools: Look for automated data integration tools that suit your requirements (e.g., Talend, MuleSoft, or Zapier).
      Map Your Data: Understand the flow of data between systems and create a mapping strategy.
      Develop Integration Workflows: Set up automated workflows that handle data transfers and transformations.
      Test and Validate: Ensure that the automated processes work as intended and produce accurate results.
      Train Your Team: Provide training for your team on using new tools and understanding the new processes.
      Monitor and Optimize: Continuously monitor the integration processes and make improvements as necessary.

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  2. HarshitaOctober 19, 2015 at 6:12 AM

    Informative article. Helped a lot as I used it during Salesforce training Chennai for my students. Thank you, keep writing.

    Harshitha

    ReplyDelete
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