indicee salesforce toronto user group june_13
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TRANSCRIPT
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