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


  • Increase value of data by streamlining and accelerating decision making
  • Automate the replication of Salesforce CRM data collected in the cloud daily to a reliable and secure reporting infrastructure
  • Optimize value of data by ensuring reporting data is accurate, complete, and up to date
  • Adopt a 100 percent software as a service (SaaS) integration solution aligned with PDI’s mission to embrace cloud technology where possible
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.


  • Significantly reduced migration costs from legacy system to cloud-based SFA
  • Lowered costs of archiving legacy system data by about two thirds
  • Cut sales reporting latency from one month to one day, resulting in more agile—sometimes real-time—sales decision making.
  • Helped PDI target, acquire, and service more customers for biopharmaceutical sales and marketing programs.
  • Ensured sales teams have up-to-date, shared view of their performance, achievements against objectives, pharmaceutical product sales metrics, and other information.
  • Deployed in four weeks.
  • Integration completed entirely in the cloud, for fast, cost-efficient, and low-risk implementation.

Technologies Used