PDI, Inc - Informatica Customer Success Story

PDI, Inc. provides sales and marketing commercialization services for established and emerging biopharmaceutical companies.

“Without Informatica Cloud, PDI’s sales teams would be working blind. This flexible, easy-to-use SaaS-based integration service is helping the company achieve a significant return on data, drive sales in areas that were otherwise down, and increase margins by eliminating on-premise integration technology.”

Jo Ann Saitta

Vice President, PDI, Inc.

Business Need

Enable PDI to put potential to work by making sales decisions based on accurate, up-to-date view of sales data, including sample reconciliation, prescriber validation, and payroll.

Challenges

Increase value of data by streamlining and accelerating decision making.
Optimize value of data by ensuring reporting data is accurate, complete, and up to date.

Automate the replication of Salesforce CRM data collected in the cloud daily to a reliable and secure reporting infrastructure.
Adopt a 100% software as a service (SaaS) integration solution aligned with PDI’s mission to embrace cloud technology where possible.

Solutions & Results

Significantly reduced migration costs from legacy system to Salesforce.
Cut sales reporting latency from one month to one day, resulting in more agile—sometimes real-time—sales decision making.
Ensured sales teams have up-to-date, shared view of their performance, achievements against objectives, pharmaceutical product sales metrics, and other information.
Integration completed entirely in the cloud, for fast, cost-efficient, and low-risk implementation.

Lowered costs of archiving legacy system data by about two thirds.
Helped PDI target, acquire, and service more customers for biopharmaceutical sales and marketing programs.
Deployed in four weeks.