Pivotal CRM PowerPoint Template

Download Report

Transcript Pivotal CRM PowerPoint Template

Architecture Topics
© Copyright CDC Software 1
1. Overview
6. Internationalization
2. Integration
7. On Premise Requirements
3. Scalability
8. Hosted Requirements
4. Deliverability
9. Future Roadmap
5. Security
10. Diagnostic Tools
Overview
© Copyright CDC Software 2
Architectural Design Goals
 User centric
–
–
–
–
–
Multiple user access and security
Extensibility & customizability without programming
Ease of use
Ease of deployment & maintenance
Cost efficiency
 Technology centric
–
–
–
–
–
© Copyright CDC Software 3
Multi-threaded, object oriented, modular architecture
Scalability
Performance
Database independence via ODBC
Standards compliant and open interfaces
Designed for Sophisticated Marketing Programs
 Marketing Automation is not just email blasts: it is true multi-step
personalized (1-to-1) communication
 Sophisticated Marketing Workflow Demands flexible Process Flow Engine
– MarketFirst’s unique Process Flow Engine
– Event driven workflow model optimized for unique characteristics of
eMarketing Interactions.
– Persistent data centric and data (& event) driven model
 Real-Time Results
– Integrated Report Server and de-normalized reporting DataMart
– Excel or HTML
© Copyright CDC Software 4
Architectural Overview
Employee
Distributed/Remote
WAN/LAN Power User
Marketing/Sales Employee
Java Client
Audience (End User)
Campaign Portal
Corporate Servers
Web User
Employee (Manager)
Corporate
Web Server
Deliverability
Email Server
Corporate
Fax Server
SMS provider
Print Provider
Reports
External Systems
CRM / ERP Applications
MarketFirst Platform
Import/Export
Engine
MarketFirst
Application Server
Data
Mart
Relational
Database
M1 Integration
Server
Other 3rd Party Applications
Enterprise
Data Stores
Pivotal CRM
Sales System
Relational
Database
© Copyright CDC Software 5
Server Components
 Core MarketFirst Servers
– Data Access Server
– Adobe JRun Application Server (can be multiple)
• Sits behind IIS
• Interactive Communication Server (ICS)
• Web Communication Server (WCS)
– Action Server (or Automated Program Director)
• Requires SMTP compliant email server
• Operates with optional RightFax fax server, SMS gateway
– Report (Data Access) Server
– Report Sync Server
 Integration Server for SFA integration
 Campaign portal server extensions (in WCS, optional)
 MS SQL Server Database
© Copyright CDC Software 6
Client Components
 Employee centric
– MarketFirst Architect (Java installable application)
– Campaign Portal (Browser based)
 Audience Centric
–
–
–
–
Email : MIME compliant email readers
Browser: Most HTTP compliant supporting Java Script
Fax machine
Wireless/PDA devices
 Advanced integration toolkit
– SDK* : Java
– XML adapter configuration
*Requires PS engagement
© Copyright CDC Software 7
Software Makeup

Most components Java 2 (SDK 1.4+)
– All multithreaded scalable architecture




Data Access Server written in C++
Server API SDK available in Java*
Secure communication and password protection
Pre-packaged 3rd Party components used
–
–
–
–
–
–

Adobe JRUN Application Server
Roguewave libraries
ODBC drivers for MS-SQL Server and Oracle
Jsockets (optional component)
Excel for Reports
Few other smaller open source components
Other 3rd party S/W required
–
–
–
–
–
IIS web server
SNMP compliant email server
MS SQL Server or Oracle database server
RightFax Fax Server (optional)
SMS Gateway (optional)
*Requires PS engagement
© Copyright CDC Software 8
Integration
© Copyright CDC Software 9
Integration Topics
1. Overview
2. DataBridge Middleware
3. SDK Software Developers Kit
4. Integration via XML & Connector
5. Pivotal Integration
© Copyright CDC Software 10
Integration Overview
© Copyright CDC Software 11
Why Do Customers Want Integration?
Proprietary Service or
Database  e.g.
determine geographic
service availability
E-Commerce  Drive
traffic and exchange
information
Intelligent Parsing
 Categorize
nonstandard
inbound email
Customer Service  Pass
leads to M1 for marketing
contact
Lead Management 
Distribute Leads to Direct or
Partner Sales
Marketing Database
 Add Contacts
and Overlay Data
M1
Sales Force Automation
 Distribute Leads to
Direct Sales
Website (e.g.
Contact Us) 
register new leads
Middleware/EAI 
Simplify integration
across enterprise
© Copyright CDC Software 12
Enterprise Resource Planning 
Overlay customer information, enable
closed loop marketing
Content  Organize and update
often-used content (not
supported)
Analytics System  Discover
patterns and correlations
Integration Options
 Rich set of options
 Selected according to your need and budget
 Complex Application Level Integration (API) support
– Software Developer’s Kit (SDK) using Java API*
 Focused CRM/Sales Integration Solutions
– Light – Using DataBridge Import Export Utility
– Tighter integration using the MarketFirst Connector
*Requires PS engagement
© Copyright CDC Software 13
Databridge
© Copyright CDC Software 14
Light Integration using Databridge Manager




Common choice for import/export type requirements
Fast deployments – normally under 7 days
Easy to use graphical user interface
Rich Data format support:
–
–
–
–
–
ODBC, delimited file, or fixed record length file support
Data transformation functions for Text, Math, and Date
De-duplication or unique key mode for import
Data cleansing, enrichment and standardization
Integration points for third party solutions
 Various Modes and scheduling options
–
–
–
–
–
–
© Copyright CDC Software 15
Scheduled or event-driven import or export
Update or reject duplicate records mode for imports
Append or replace, all records or delta updates mode for exports
Batch or single contact transaction based in process flow
Support for preparatory and clean-up queries for staging data
Support for user-defined where clause
Databridge Manager Wizard
© Copyright CDC Software 16
Databridge Example
Import Example:
1.
Receive command to import
5. Write record(s) to import
MarketFirst
Database
3. Run Prep Query (optional)
3rd party
Database
Databridge
Manager
4. Read record(s) to import
DataBridge
Configurations
2. Read Config
6. Update status and error logs
Status & Error
Logs
© Copyright CDC Software 17
SDK*
*Requires PS engagement
© Copyright CDC Software 18
MarketFirst SDK*
 Live integration of MarketFirst with other enterprise and web transaction
applications
 Provides read/write access to MarketFirst objects via Java
 Ability to get, create, update and delete information in the MarketFirst
database
 Ability to filter information before inserting into the database
 Makes use of business logic in data access server to authenticate the
flow of information
*Requires PS engagement
© Copyright CDC Software 19
Scope*
 Provides programmatic access to a wide variety of MarketFirst items
Action
Block
Campaign
Code
Code Set
Company
Contact
Contact Address
Custom Exception
Document
Event
Exception
Field Choice
File Attachment
Interface
List
Profile
Profile Field
Program
Program Validation Result
Section
Segment
Site
SysLog
System Exception
User Exception
Utils
*Requires PS engagement
© Copyright CDC Software 20
Deep CRM Integration via XML Connector
© Copyright CDC Software 21
Functional Scope of CRM Integration
 Used for initial load of the MarketFirst DB
 Manual or within a workflow
 MarketFirst to Sales
–
–
–
–
New Lead
Changed Leads
New Activity
Changed contact info
 Sales to MarketFirst
– New contacts
– Changed contacts
– Associated summary data needed for segmentation and driving
personalization
© Copyright CDC Software 22
 MarketFirst’s CRM integration has been designed to work with any CRM
system
 CDC Software has integrated MarketFirst with:
–
–
–
–
© Copyright CDC Software 23
Pivotal
Salesforce.com
Saleslogix
Siebel
What is MarketFirst used for?
Marketing
 eMarketing (Web, Email, SMS, Fax, Print)
 Campaign management & execution
 Lead acquisition, qualification & distribution
MarketFirst
 Nurturing & upselling




© Copyright CDC Software 24
Retention
Events
Marcom
Customer care
What is Sales/CRM used for?





© Copyright CDC Software 25
Contact & activity management
Team selling
Contact and activity mgt
Opportunity management
Upselling & cross-selling
Sales
CRM
How they fit together
Sales
Marketing
MarketFirst
• New Leads
• Updates to Leads/Contacts
• Activities
• Campaigns & Programs
• Updates to Leads/Contacts
• Associated Summary Data
© Copyright CDC Software 26
CRM
Technology Components Installed

MarketFirst
– Install with the “Integrated” Option
– Update marketing programs to use new integration tasks: Send Lead, Update Lead, Update
Contact, Send Activity

Connector
– XML Connector Sales/CRM
– Monitor
– Configuration

Sales/CRM Adapter
– Isolates integration code
– Provides functional and data model
– ASP code provides starting points for integration

Connector Console
– Mapping & Validation
• Interprets the XML config files into a graphical view
• Fetches metadata from Integration
• and Pick & choose from available fields to map
– Connector Monitors and Utilities
© Copyright CDC Software 27
MarketFirst Connector
 MarketFirst controls the Connector & initiates all data flow
 “Inbound” data flow: Sales/CRM  MarketFirst
 “Outbound” data flow: MarketFirst  Sales/CRM
© Copyright CDC Software 28
Inbound Sync: Sales/CRM  MarketFirst



When: Initiated by MarketFirst (scheduled)
What: All changed Leads, Contacts, summary data & enrollment requests since last sync
How: XML requests to build & fetch data, Sales Adapter prepares data
MarketFirst
Sales
Campaign
Company
Program
Lead
Contact
Contact
Leads, Contacts +
Summary information
Activity
Opp, Order, Support
Contact profiles
© Copyright CDC Software 29
OutBound Sync: MarketFirst  Sales/CRM



When: Event-driven data push (via M1 program workflows)
What: Create lead, update lead or contact, create activity, marketing project
How: XML posted to Sales Adapters to process and handle incoming data
MarketFirst
Sales
Campaign
Company
Program
Lead
Contact
Contact
- New Leads, Activities
- Update Lead or Contact
- Marketing Campaign
and Project
Activity
Opp, Order, Support
Contact profiles
© Copyright CDC Software 30
Pivotal CRM Integration Functional Capabilities




© Copyright CDC Software 31
Data Synchronization
Integration Console
Access Pivotal CRM data from MarketFirst
Contact Enrollment
Data Synchronization
© Copyright CDC Software 32
Pivotal CRM Integration Overview
 Data and process integration allows Marketing and Sales groups to share
information and best practices
 Having separate systems allows each to perform well in its domain
 CDC MarketFirst
– High volume communications engine
with sophisticated document creation
and publication capabilities
– Manage interactions over web, email,
SMS, print, fax
– Low user volume
– All contacts tracked in MarketFirst
database (customers, leads, targets,
suspects, lists, etc.)
© Copyright CDC Software 33
 Pivotal CRM
– Interactive customer management
system
– High user volume
– Only important contacts tracked in
Pivotal CRM database (customers,
sales leads)
Key Integration Capabilities
 Qualified prospects  Pivotal leads table
 Update contact information in Pivotal
 Create activities in Pivotal
 Campaign/program synchronization
 Access Pivotal-based prospect information
 Sales users can enroll contacts in MarketFirst programs
 Closed loop ROI reports
 Single sign-on using NT-authentication
© Copyright CDC Software 34
Pivotal CRM Integration Overview
List Purchase
Enrollment
Campaigns
Complete
Market
Segments
Leads
Qualified
Opportunities
Sales
Leads, Contacts,
Campaigns, Activities
CDC MarketFirst
Pivotal CRM
Updates to Leads, Contacts
+ related data
© Copyright CDC Software 35
Customers
Integration Architecture
M1 Integration Console UI
CUSTOMIZATION &
DIAGNOSTICS
M1 Integration Server
SCHEDULED INBOUND/OUTBOUND SYNC;
PROGRAM /CAMPAIGN SYNC;
REFRESH SEARCH CACHE
HTTP/XML
M1 Client UI
M1 AppServer
SEND LEAD,
SEND ACTIVITY
M1 Action Server
© Copyright CDC Software 36
Pivotal Business
Server
Integration Architecture
 Both products are multi-tier client/server
 Loosely coupled integration
– Separate database instances & data Models
– Data synchronization for data of common interest
 Platform independent XML over HTTP
 Single sign-on: though separate security model
© Copyright CDC Software 37
Details of Data sync
 Sales  Marketing data sync
– Batch – initial and incremental
– Initiated by MarketFirst (scheduled)
– Data is prepared by App Server Rules in Pivotal Sales (I.e. summary fields are
calculated)
– Via integration Active forms (getFormData)
– Leads, contacts, and summary information from opportunities, orders, incidents etc.
 Marketing  Sales data sync
–
–
–
–
Real-time data push
Via integration Active forms (saveFormData)
Marketers decide in each program what to push and when
Three new task types:
• Send leads, Send activity, Update contact
– Custom handlers on the Sales side process and handle the incoming data
© Copyright CDC Software 38
Integration ‘Glue’

Pivotal Sales
–
–

Business Server XML interfaces via ASP page
Integration forms, Visual basic routines
MarketFirst
–
–
–
© Copyright CDC Software 39
Marketing XML Connector configuration panel
Data mapping (customization)
Integration Tasks
MarketFirst

MarketFirst captures, organizes and automates marketing activity related
to contacts
Campaign
Program
Contact
Contact profiles
© Copyright CDC Software 40
Pivotal Sales

Pivotal Sales captures, organizes and automates sales and service activity
Company
Lead
Contact
Opp, Order, Support
© Copyright CDC Software 41
MarketFirst Connector

This information is integrated via the MarketFirst connector
Campaign
Program
Contact
Company
Connector
Lead
Contact
Campaign,
Program,
Lead,
Contact,
Activities
Opp, Order, Support
Contact profiles
© Copyright CDC Software 42
How it fits together

MarketFirst is fed contact data from Pivotal Sales via the connector, and
also from outside sources
Campaign
Company
Program
Lead
Contact
Contact
Leads, Contacts
Opp, Order, Support
Contact profiles
© Copyright CDC Software 43
How it fits together

MarketFirst Programs execute against contacts, generating leads and
activities for the Pivotal Sales system
Campaign
Company
Program
Lead
Contact
Contact
Leads, Activities
Activity
Opp, Order, Support
Contact profiles
© Copyright CDC Software 44
How it fits together

Regular updates inform MarketFirst about the status of the contacts’
opportunities, orders, etc.
Campaign
Company
Program
Lead
Contact
Contact
Leads, Contacts +
Summary information
Activity
Opp, Order, Support
Contact profiles
© Copyright CDC Software 45
Integration Console
© Copyright CDC Software 46
Integration Console
Manage and
validate
mappings
Configure, track
progress and
troubleshoot
© Copyright CDC Software 47
© Copyright CDC Software 48
Field in
Pivotal CRM
Field in
MarketFirst
Add script for
customizations
© Copyright CDC Software 49
Mapping
validations
Validation
Details
© Copyright CDC Software 50
View
progress of
sync tasks
© Copyright CDC Software 51
Filter on
tasks to be
viewed
View
progress of
sync tasks
© Copyright CDC Software 52
Utility for viewing
MarketFirst logs
© Copyright CDC Software 53
Configuration
settings for
integration
© Copyright CDC Software 54
Schedule
integration tasks
© Copyright CDC Software 55
Select Active
Search
Troubleshoot
search results
© Copyright CDC Software 56
Import settings
from other
environment
© Copyright CDC Software 57
Export settings
to other
environment
© Copyright CDC Software 58
Using Pivotal CRM Data in MarketFirst
© Copyright CDC Software 59
Insert Pivotal CRM
data into a MarketFirst
document
© Copyright CDC Software 60
Enter Input
Parameters
Active Searches
available in Pivotal
CRM
Select fields to be
included
© Copyright CDC Software 61
Refine the Search
Add additional
criteria
© Copyright CDC Software 62
New CRM tab in
Query Editor
Active Searches
available in Pivotal
CRM
© Copyright CDC Software 63
Contact Enrollment
© Copyright CDC Software 64
Contact Enrollment –Pivotal Web Smartclient
Enroll a Contact in a Project
See they’ve done
for campaigns
enrolled in
© Copyright CDC Software 65
Contact Enrollment –Pivotal Web Smartclient
See what they’ve been
sent, and what they’ve
clicked on.
© Copyright CDC Software 66
Contact Enrollment, Windows Client
Learn about the
Program
Enroll a Contact
© Copyright CDC Software 67
Enroll a group of
Contacts
Contact Enrollment –Windows Client
View marketing
document
(e.g. Invitation email)
© Copyright CDC Software 68
Scalability
© Copyright CDC Software 69
Architected for Performance and Scalability
 Distributed object architecture
– Multiple specialized server modules
• Reside on one machine or on multiple machines providing scalability and
performance
– Eliminates performance bottleneck to minimizes response time
– Multi tier web centric architecture: licensed and hosted model
 Each server module is highly multithreaded and scalable
 Off-the-shelf application server supports redundancy and multiple
instances for higher performance
 Proven performance (Based on actual customer implementations):
– Sustained Email Send rates of greater than 500,000 per hour.
– Web page publishing rates of over 200 pages/second that is over 17 million
per day.
– Global use: one enterprise customer using a single MarketFirst across 26
countries and 8 different languages.
© Copyright CDC Software 70
Standard Deployment
Servers
Clients
Audience
Campaign Portal
(optional)
Email Server
MarketFirst
Server
Web Server
Java Client
MarketFirst
Database
© Copyright CDC Software 71
High Scalability Deployment
Servers
Clients
Campaign Portal
(optional)
MarketFirst
Application
Server
MarketFirst
Action
Server
MarketFirst
ICS / WCS
Java Client
MarketFirst
Report
Server
MarketFirst Database
© Copyright CDC Software 72
Audience
Email Server
Web Server
Email Farm Scalability
Servers
Clients
Audience
Campaign Portal
(optional)
MarketFirst
Server
Email Server
Farm
Web Server
Java Client
MarketFirst
Database
© Copyright CDC Software 73
MarketFirst Deliverability Email Server Scalability
 The MarketFirst Deliverability Email Server provides scalability in the
following ways
– Clustering
– Dynamic Failover
© Copyright CDC Software 74
M1DES Cluster Configuration
 Single configuration file for entire cluster
– Simplifies administration
– Guarantees consistency
© Copyright CDC Software 75
M1DES Dynamic Failover
 Both inbound listening IPs and outbound DuraVIP bindings are configured
for failover
© Copyright CDC Software 76
M1DES Dynamic Failover
© Copyright CDC Software 77
Security
© Copyright CDC Software 78
Security
 SSL support for contact login
 Multiple authentication for marketing users
– NT authentication
– SQL authentication
 Complete Firewall support between Web server and application server
© Copyright CDC Software 79
Internationalization
© Copyright CDC Software 80
Internationalization
 Multi-lingual document publishing
– Recipient receives document in their preferred language
– Automatic Detection of Browser Language
 Localization
– Different language versions of the MarketFirst are available
© Copyright CDC Software 81
 Screen shot of Document Editor
MarketFirst is structured to
easily handle content writte
in multiple languages. The
browser language settings
are used to automatically
provide the language native
to the reader. In the event
content for a language is no
available, the default
language is used.
© Copyright CDC Software 82
MarketFirst in French
For our French speaking
users, a fully translated
version is available… in
addition to being able to
handle content in any
language.
© Copyright CDC Software 83
 Screen shot of M1 French
– Might have something by Monday (Sept 17); if not, then remove this slide
© Copyright CDC Software 84
 Screen shot of M1 French
– Might have something by Monday (Sept 17); if not, then remove this slide
© Copyright CDC Software 85
 Screen shot of M1 French
– Might have something by Monday (Sept 17); if not, then remove this slide
© Copyright CDC Software 86
On Premise Deployment
© Copyright CDC Software 87
On Premise Hardware Requirements

MarketFirst Application Server
– Dual core CPU @ 2.5 GHz or better
– 2 GB of RAM
• Application requires approx 500 MB

DMZ Web Server
– Dual core CPU @ 2.5 GHz or better
– 1 GB of RAM

MarketFirst Deliverability Server (Optional)
– Dual-processor x86 based machine (32 or 64 bit)
– At least 2 gigabytes of RAM (preferably 4 gigabytes)
– 2 or more dedicated 15k RPM SCSI hard drives for mail spool

MTA Email server(s) * (For customers not using Deliverabilty Server)
– Vendor and version agnostic
– POP3 for inbound email
– SMTP to send

Database Server(s)*
– MS SQL 2000 or 2005
– Oracle 9 or 10
*Possible to use existing email and DB server
On Demand Deployment
© Copyright CDC Software 89
MarketFirst On Demand
 MarketFirst offered on a subscription basis
 Deployment is hosted by CDC Software hosting
 Customer selects appropriate package based:
– Transaction volume
– Uptime guarantee
– Features
•
•
•
•
•
•
© Copyright CDC Software 90
E-mail & Templates
Landing Pages & Website Personalization
Surveys
Deliverability Services & Systems Integration
Microsites
Campaign Portal
On Demand Security Options
1. FTP Batching
100% of Customers Utilize To Some Extent
Inexpensive
Communicate via Text ODBC Databridge
2. VPNs
25% of Customers Running
Must have Firewall capable or running an IPSEC Tunnel
3. HTTPS
2% of Customers Running
Website is still visible to general public and therefore not as secure
© Copyright CDC Software 91
On Demand Security
 Secure DMZ Environment
 Backend SQL Server Database doesn’t connect to the Internet in any way
 Real Time Monitoring via network intrusion device with real time alerts to
our operators.
 VPN Tunnel Between Our Firewalls restricts all communications
to Your Host Only*
 3rd Party Auditing Controls
*Assumes Technology Is Utilized
© Copyright CDC Software 92
On Demand Security Audits
 Third party audits performed:
–
–
–
–
© Copyright CDC Software 93
Annual PCI standard security audit (VeriSign)
Annual Risk Assessment against ISO 17799 (Verisign)
SAS-70 Audit (BEO Seidman)
Quarterly vulnerability scans (Qualys)
Future Roadmap
© Copyright CDC Software 94
Enterprise Marketing Suite - TODAY
Lead Management
Communications Engine
Marketing Database
Segmentation
Personalization
Campaign Designer
Multi-Channel Delivery
Privacy Management
Analytics
Campaign Analysis
Clickthrough Analysis
© Copyright CDC Software 95
Contact Analysis
Enterprise Marketing Suite - FUTURE
Lead Management
Communications Engine
Marketing Resource Management
Marketing Database
Segmentation
Planning
Marketing Dashboard
Personalization
Campaign Designer
Budgeting
Project Management
Multi-Channel Delivery
Privacy Management
Content Management
Resource Tracking
Analytics
© Copyright CDC Software 96
Campaign Analysis
Contact Analysis
Clickthrough Analysis
Predictive Modeling
MarketFirst Roadmap
5.9
5.10
6.0
June 2006
Q2 2007
Q1 2008
6.x
Communications Engine
Campaign Enrollment
SMS
Offline Print
Enhanced Integration
Transaction History
End User Usability
Admin Utilities
Customer Enhancements
Web 2.0
Usability
TBD
Communications Engine - Partner Solutions
GIS / Mapping
Email Deliverability
Web Analytics
Enterprise Marketing Suite
Communications
Engine
© Copyright CDC Software 97
Lead Management
Analytics
Marketing Resource Management
Content Management
OTHER SLIDES
© Copyright CDC Software
Tuesday, July 07, 2015
MarketFirst Features
Lead Management
Lead Scoring
Business rules for
ranking leads
Communicate
across email, web,
SMS, fax and direct
Centralized
print
Ability
to
create
and
repository
for all
reuse
marketing
marketing
programs
interactions
Create personalized
communications
© Copyright CDC Software 99
CRM Integration
Communications Engine
Marketing Database
Segmentation
Personalization /
Document Editor
Campaign Designer /
Workflow Engine
Multi-Channel Delivery
Privacy Management
Blueprints / Templates
Reporting
Ability to send leads
to CRM
Ensure compliance
with privacy
regulations
Create
segments
based on
Comprehensive
demographics
and
reporting engine
past
interactions
Visual
tool for
defining marketing
campaign flow
CMS Customer Lifecycle
Prospect
Customer
Lead
Contact
© Copyright CDC Software 100
MarketFirst Connector





Tight coupled MarketFirst and Sales/CRM system
Functionally rich
Transactional model
Requires Sales/CRM application to be adapted and wrapped
Implementation ~30-35 days
© Copyright CDC Software 101
Integration Main Scenario
 CDC MarketFirst contains audience lists and copy of all Pivotal CRM
leads and contacts
 Marketing generates new and repeat qualified leads through marketing
programs
 Pivotal CRM accepts leads and continues with prospect lifecycle
(opportunity/contact, order, incidents)
 Scheduled or on-demand updates to lead, contact plus summary
information synch back from Pivotal CRM to CDC MarketFirst
© Copyright CDC Software 102
Diagnostic Tools
 MarketFirst Application Server
– Dual core CPU @ 2.5 GHz or better
– 2 GB of RAM
• Application requires approx 500 MB
 DMZ Web Server
– Dual core CPU @ 2.5 GHz or better
– 1 GB of RAM
 MarketFirst Deliverability Server (Optional)
– Dual-processor x86 based machine (32 or 64 bit)
– At least 2 gigabytes of RAM (preferably 4 gigabytes)
– 2 or more dedicated 15k RPM SCSI hard drives for
mail spool
*Possible to use existing email and DB server
© Copyright CDC Software 103
Diagnostic Tools
Dedicated Tool
Monitors The Status of
all MarketFirst subcomponents.
Instantly See If Any
Systems Are Not
Running
© Copyright CDC Software 104
Diagnostic Tools
Drill Into Any
component and
determine precisely
what it is and has
been doing.
© Copyright CDC Software 105
Diagnostic Tools
Look at Activity
History for any date
range in the past.
© Copyright CDC Software 106
Diagnostic Tools
See what Tasks
are going to
execute next.
© Copyright CDC Software 107
Diagnostic Tools
Look at what tasks
are scheduled for
today… tomorrow, or
any date-time range
coming up.
© Copyright CDC Software 108
Diagnostic Tools
Look at all incoming
messages and their
status’.
© Copyright CDC Software 109
Diagnostic Tools
Even when not at
work, you can
receive proactive
emails informing you
about how
MarketFirst is doing.
© Copyright CDC Software 110