Sales opportunities

Enriching Softrax stxConnect’s integration capabilities resulted in an easily presentable, easily understood process. Selling to financial managers has become a lot easier–and more profitable. In addition, sales professionals can focus with their prospects on the flow of financial information, core revenue and billing rather than on details of data connector requirements.

Rebranding

Pervasive’s channel-friendly product architecture and business model made the embedding process fast and painless. With a lightweight footprint, an array of more than 150 connectors, a product structured for rapid OEM configuration, and support for both packaged and hosted application offerings, Pervasive provided Softrax with proven capabilities.

Easy to use, quicker integration

Integration project times have been cut significantly by reducing manual mapping and coding efforts with the visually oriented Pervasive Map and Process designers. The ease of use means that non-technical staff can use Pervasive integration tools, reducing demand on Softrax’ specialized technical resources.

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Embedded integration becomes competitive weapon for enterprise revenue management/billing software solutions firm

Softrax provides enterprise revenue management and billing solutions that must integrate with their customers’ existing financial, ERP and CRM systems. Pervasive dramatically accelerates the data integration process these solutions require, helping Softrax customers achieve rapid integration of their revenue and billing processes, often across global, multi-platform enterprise systems.

Business growth was Ted Bardasz’ focus when he joined Softrax as vice president of research and development in 2004. He saw market opportunities for the company if it could resent customers with multi-purpose integration solutions that were easy to manage and cost-effective. Enterprise integration opportunities for Softrax can range from out-ofthe-box integrations to sophisticated enterprise application integration (EAI) frameworks covering financial, supply chain, CRM and other business needs.

Needed an embeddable product to deliver ETL integration

Softrax had existing integration capabilities with its stxConnect product, it wanted to offer technology that was faster to deploy and easier to use. Softrax sought a product that could be easily embedded and that delivered ETL integration with schema definitions as well as Web services and process definition templates for customers in a publish and subscribe framework. By easing integration and making it customer-friendly, Softrax also hoped to reduce demand on technical staff so that they could focus on developing core product offerings.

While Softrax had its own internally developed XML-based integration framework, the company really sought an agile solution to get data from source formats to XML or from XML to data targets, for both pre-sales proof-of-concept phases and production customer integration implementations.

Softrax Challenges

• Sales cycle included too much technical information for CFOs and controllers
• Customer integration skills were often in a different department or non-existent (XML, Web services, Pub/Sub, URIs, etc.)
• Required engagement with Softrax Technical Services for implementation
• Delayed sales process, increased costs

Agile Pervasive Data Integrator brings value to Softrax; Allows easy customization and the ability to utilize Web services

Softrax Vice President  of Research and Development, familar with Pervasive from having used its products n other companies, recommended that Softrax take a look at Pervasive® Data Integrator™. The R&D executive offered to do further qualifying research and in six weeks delivered a benchmark analysis and the business case for embedding Pervasive integration. Almost immediately, Softrax saw that significant value could be gained by employing the tool – namely, that the Pervasive-powered integration offering could expand sales opportunities, accelerate the sales cycle and cut implementation times by more than half. “What we received from Pervasive was the ability to increase our reach and depth. Once we really explored Pervasive Data Integrator, it was a slam dunk,” Bardasz said.

He added, “We could easily introduce all our schemas into Pervasive Data Integrator and establish Web services through its RiFL scripting. Pervasive’s Process Designer also allowed us to create template process designs with subscriptions. It elegantly meets our needs, is easy to embed in our solution, and the economics are compelling.” Softrax customers benefit from an open, agile, non-proprietary solution that allows for easy customization and delivers the ability to utilize external Web services to complement existing systems.

With Pervasive, Softrax sales are expanding

To turn integration to a competitive advantage and accelerate sales opportunities, Softrax selected Pervasive for an agile, embeddable integration tool that could address the thorny issues of “last-mile” integration. With Pervasive Data Integrator embedded in its integration offering, Softrax is expanding sales.

Commented Ted Bardasz, “Pervasive simply makes a high quality product. It’s easy to train people on and capable of handling so many types of integration. Pervasive is a can-do partner.” Already, Softrax had sold some 30 Softrax stxConnect packages that include Pervasive, ranging from out-of-the-box integration to elaborate enterprise-scale ETL. Once Softrax has taken care of the design work, non-technical customers can simply point to a table and drag-and-drop to make updates and changes, reducing maintenance costs and complexity for both Softrax and its customers. Softrax’ open architecture is now more consumable and the integration offering has made a dramatic impact on services and sales.

Pervasive brings CRM opportunities 

Softrax finds that in addition to easily integrating with many financial and ERP systems, Pervasive has some of the most comprehensive CRM integration connectivity available, including the most current version of Salesforce, Oracle CRM On Demand, SalesLogix and Microsoft CRM. The company is looking forward to future Pervasive solutions coming to market.

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