indicee salesforce toronto user group june_13

Reporting – Salesforce and BeyondCraig Todd, Director Customer Success

Agenda Introduction Survey Results Salesforce Reporting vs Indicee Analytics Demonstration Thank you – Q&A

First, a little background

Who are we? 150+ years in Business Intelligence Crystal, Business Objects & SAP

CEO part of the Crystal founding team, CTO was Chief Scientist Product, Marketing & Sales experts Principal Architects, Sr. Developers

How did we get here?(we bought lunch )

We sent out a survey …

16

% of daily queries on Google that have never been seen before

% of US internet users who are on twitter

% of people who have NEVER cursed or swornwhile on a tech support phone call

% of people responding to the survey

Survey Results - disclaimer Since I’m a data geek… “Since we did not receive enough surveys to be able to say that

we have a statistically representative sample, then we must report that the findings represent only the opinions expressed by those in our sample and that we cannot conclude that the opinions of the sample represent the opinions of those who are in the population – those who chose not to complete the survey.”

Which Salesforce Products?

Top Reporting Challenges

Reporting & Analytics Challenges These are common reporting challenges faced by

most Salesforce organizations today

Reporting is always a topic for conversation: It’s hard – because the tools are complex It’s complicated – because data is messy It’s expensive – because it requires an army of

consultants

But Salesforce HAS reporting

Yes, it does – relational, operational reporting

We use it ourselves all the time

We use Indicee to slice and dice

We use it to include related data from outside of Salesforce

Repor

ting vs.

Analytics

Reporting vs. AnalyticsSalesforce Reporting Lists Invoices, Orders Information from a specific point

in time What is in your Salesforce

database right now? Simple data relationships Which Opportunities did we win? Which Customers bought shoes?

Indicee Analytics Crosstabs, pivot tables Slice and Dice e.g. “this by that” Key Performance Indicators Analysis of trends OVER time How does your Salesforce data CHANGE

over time? Complex data relationships How does the application of Chatter affect

my win rate on Opportunities? How many Customers bought specific

brands of shoes in each region this year, compared to last year?

Indicee is a complete BI solution, cloud-based for rapid deployment

and immediate results, delivered by people who know reporting

Indicee Analytics for Chatter

We help companies take their Social Pulse: Measure adoption Gain insight into conversations Track and measure interactions Highlight key contributors Identify mission-critical trends

Indicee Analytics for Chatter

Indicee Analytics for Sales

Indicee Enterprise Platform

SalesforcePlatform

SalesforceMarketing Cloud

SalesforceService Cloud

SalesforceSales Cloud

SalesforceChatter

3rd

parties

Indicee easily extends your Salesforce solution

Indicee easily extends your Salesforce solution

…plusSalesforce

Service Cloud?

Cloud Agents attach additional data

Reports and Dashboards extend easily

DEMONSTRATI

ON

Who uses Indicee?

"Our Sales Ops team is excited about using the new Indicee Analytics Sales & Chatter app to correlate Chatter activity with design win metrics.”

- Robert LacisDirector, Sales Operations, Maxim Integrated

Available in the AppExchange Try it for free Measure the impact of

Social on you business Contact us to discuss

Indicee Analytics for Service

craigt@indicee.com grahamr@indicee.com chatter@indicee.com