Case study - Automotive DMS Connection to Salesforce.com
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Transcript of Case study - Automotive DMS Connection to Salesforce.com
![Page 1: Case study - Automotive DMS Connection to Salesforce.com](https://reader038.fdocuments.net/reader038/viewer/2022100600/5566977fd8b42a51558b5438/html5/thumbnails/1.jpg)
Orby TechnologiesOrby Technologies
Use of IBM Cast Iron Cloudto integrate Automotive DMS data
from multiple vendors into custom Salesforce.com
CRM system
Automotive DMSData Integration to
Salesforce
![Page 2: Case study - Automotive DMS Connection to Salesforce.com](https://reader038.fdocuments.net/reader038/viewer/2022100600/5566977fd8b42a51558b5438/html5/thumbnails/2.jpg)
Orby Technologies
Business Overview
National Franchise for major Car brand200 Salesforce users0.5M Customer records1.5M Case records for Retail Delivery, Service jobs, Enquiries & ClaimsFour different DMS providers in use on Dealership network
Existing data integrationPatchwork of homemade or Open Source toolsRelied on previous generation Case Management toolUnreliable - Error management consumed significant IT resources
Result of using IBM Cast IronReliable Integration built on platform supported by IBMFaster development of new featuresFreed up resources
![Page 3: Case study - Automotive DMS Connection to Salesforce.com](https://reader038.fdocuments.net/reader038/viewer/2022100600/5566977fd8b42a51558b5438/html5/thumbnails/3.jpg)
Orby Technologies
Project Scope
Migrate from Home-Grown solution• .BAT jobs• End-of-life product• Open Source tools
Import & Restructure Data• 0.5M Customers• 1.5M Cases• 1.6 M Activities
Business Areas• Retail Sales delivery• Service booking and jobs• Roadside Assistance• Loyalty club• Web Requests
![Page 4: Case study - Automotive DMS Connection to Salesforce.com](https://reader038.fdocuments.net/reader038/viewer/2022100600/5566977fd8b42a51558b5438/html5/thumbnails/4.jpg)
Orby Technologies
Solution Selection
Salesforce.com• Customer management• Case Management• Dealer Community• KPIs and Management Reporting
IBM Cast Iron Cloud• XML and CSV• FTP• Email• Inbound and Outbound
![Page 5: Case study - Automotive DMS Connection to Salesforce.com](https://reader038.fdocuments.net/reader038/viewer/2022100600/5566977fd8b42a51558b5438/html5/thumbnails/5.jpg)
Orby Technologies
Data Integration Implementation
• Incoming Data from DMS• Uploaded to secure FTP Server from individual Dealer DMS• No fixed time for Hourly or Daily jobs• Data formats: CSV, XML – depending on DMS provider or use case
• IBM Cast Iron Orchestration• Triggered by File on FTP• Validate Files and Dealer Configuration• Locate Customer and Vehicle records• Create Case of relevant record type• Log success on Monitoring Console
• Outgoing Data• Export in CSV or XML format• Export to FTP Server or Email Output, as required