Creating Value by Integrating nCino and your Customer Relationship ...
Creating Value by Integrating nCino and Your Customer Relationship Management System
Strategy | Consulting | Digital | Technology | Operations
Salesforce & nCino Relationship Salesforce and nCino share more than a common underlying development platform. Similar to multiple applications running on an iPhone, SFDC and nCino share the same underlying instance, called an “org.” By sharing the same org, they also share the same data model, and hence the same data. iPhone apps on the same iPhone share the same underlying object model. iPhone Object Model
SFDC Object Model
Copyright © 2016 Accenture All Rights Reserved
SFDC apps on the same org share the same underlying object model and therefore share data.
2
Implications of a Shared Platform As Salesforce and nCino reside on the same underlying platform and share selected common objects, both business and technical decisions are influenced by the shared nature of the environment. 1 Consolidated d ashboards &
reports that span the lending lifecycle from lead generation through b ooking
User licenses must b e managed b y a nd tailored to individual u ser’s role a nd responsibility
6 iPhone Object Model
2 Eliminates the n eed to integrate
SFDC Object Model
CRM & L OS p latforms – they are truly one system
3
Financial institution manages o ne platform o n a p roven cloud-based SaaS e nvironment rather than two distinct technology p latforms.
Copyright © 2016 Accenture All Rights Reserved
4
5
Design changes to CRM / Sales Cloud h ave downstream impacts to n Cino and vice versa
Commercial lending system inherits the significant p latform investments made by SFDC (e.g. mobile, Chatter, Informatica)
3
Common Challenges in Banking Today
Copyright © 2016 Accenture All Rights Reserved
4
Panel Discussion
Copyright © 2016 Accenture All Rights Reserved
5
Q & A
Copyright © 2016 Accenture All Rights Reserved
6
Strategy | Consulting | Digital | Technology | Operations
Salesforce & nCino Relationship Salesforce and nCino share more than a common underlying development platform. Similar to multiple applications running on an iPhone, SFDC and nCino share the same underlying instance, called an “org.” By sharing the same org, they also share the same data model, and hence the same data. iPhone apps on the same iPhone share the same underlying object model. iPhone Object Model
SFDC Object Model
Copyright © 2016 Accenture All Rights Reserved
SFDC apps on the same org share the same underlying object model and therefore share data.
2
Implications of a Shared Platform As Salesforce and nCino reside on the same underlying platform and share selected common objects, both business and technical decisions are influenced by the shared nature of the environment. 1 Consolidated d ashboards &
reports that span the lending lifecycle from lead generation through b ooking
User licenses must b e managed b y a nd tailored to individual u ser’s role a nd responsibility
6 iPhone Object Model
2 Eliminates the n eed to integrate
SFDC Object Model
CRM & L OS p latforms – they are truly one system
3
Financial institution manages o ne platform o n a p roven cloud-based SaaS e nvironment rather than two distinct technology p latforms.
Copyright © 2016 Accenture All Rights Reserved
4
5
Design changes to CRM / Sales Cloud h ave downstream impacts to n Cino and vice versa
Commercial lending system inherits the significant p latform investments made by SFDC (e.g. mobile, Chatter, Informatica)
3
Common Challenges in Banking Today
Copyright © 2016 Accenture All Rights Reserved
4
Panel Discussion
Copyright © 2016 Accenture All Rights Reserved
5
Q & A
Copyright © 2016 Accenture All Rights Reserved
6
