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© SAP 2009 / Page 1
Create Advanced Reports and Dashboards for Salesforce.comWednesday, November 4th, 2009
Welcome! We’ll be starting soon.
WEB LOGIN INFORMATION
1) Join to web conference: https://businessobjects.webex.com/businessobjects/onstage/g.php?t=a&d=593168816
2) Enter the meeting password: ondemand
TELECONFERENCE INFORMATION *FOR AUDIO*
1) Please dial-in to one of the follows phone numbers on your telephone:
*US/Canada Dial-in #: (877) 477-3415*Int’l/Local Dial-in #: (706) 758-0210
2) Provide the operator with the Conference ID: 332 986 73
Wednesday, November 4th, 2009
Creating Advanced Reports and Dashboards for Salesforce.com
Commonly Asked Questions
Will I receive a copy of today’s presentation? Yes, everyone will receive a replay of today’s webcast
Why am I the only attendee on the webcast?You will only see yourself in the participant panel
What if I have technical difficulties?Contact us via the “Chat” panel
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1. Information Challenges for salesforce.com users2. Introducing BI OnDemand for salesforce.com3. Customer Use Case - RapidAdvance4. Demonstration5. Q & A
Agenda
The Challenge
Salesforce.com is a great application for running/managing your business..
….but has some limitations when it comes to analyzing your business
Reporting off of any objectUnlimited drill downDynamic visualizationsTrending, ‘what-if’, and projectionsAd-hoc analysisComparisons with on-premise data sources
As the SFDC deployment matures, more and more data goes in, but it can be harder and harder to get it out in the form of actionable information
Ultimately, this can limit your ROI for CRM
Challenges for Reps using Salesforce.com
What are my upcoming opportunities by stage?
Am I closing more deals this quarter than last quarter?
Am I closing deals fast enough?
What is my variance for actuals vs. quota?
Am I making Club this year?
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Challenges for Managers using Salesforce.com
How many open opportunities does each of the reps on my team have?
How’s the quality of our pipeline?
Who are the account managers associated with our top 10 deals?
When do we think those deals will close? For how much?
What can be done to ensure a successful quarter?
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The Solution: BI OnDemand
■ A complete BI solution in the cloud■ Leverage best of breed tools like Crystal
Reports, Xcelsius, & WebIntelligence in a SaaS model
■ Secure data storage in the cloud – SAS 70 certified
■ The leading solution for advanced reporting & B.I. within salesforce.com
Benefits■ Eliminate manual/Excel-based reporting
processes from salesforce.com■ Up and running quickly with little-to-no IT
resources ■ Streamline/automate reporting & analysis from
salesforce.com to improve decision making
■ Increase the return on your CRM investment
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SAP BusinessObjects OnDemand Customers
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www.ondemand.com/customers
Customer Report Management at Rapid AdvanceWith SAP BusinessObjects OnDemand Offerings
Challenges and Opportunities■ The business was primarily in managed in
Excel
■ Manual processes led to fragmented communications, data inconsistencies, and limited analysis
■ Needed to rapidly grow and scale the business, but lacked I.T. resources
■ Single sign-on security to fit with existing security model
Objectives■ Automated reporting for improved
accuracy and more timely information
■ ‘To find a solution that was not only cost-effective and simple to use, but one that gave us the full feature set that any large business would have.
■ Integration with CRM (salesforce.com)
Implementation Highlights■ Hundreds of users■ 400+ scheduled reports■ Interactive pricing and quote creation
for direct and partner sales teams
Why BI OnDemand? Easy integration with existing SaaS applicationcrystalreports.com could be managed by a business person, making it an ideal fit for RapidAdvance
Benefits■ Deployed in minutes, without an I.T.
project!
■ Replicated the company’s entire reporting & analysis needs into an automated platform – in 2 weeks
■ Sales team, partners, and executives receive custom reports specific to their needs.
■ Other departments such as Risk Management, Finance, and Marketing view relevant reports online
Company InformationRapidAdvance: US-based companyHQ: Bethesda, Maryland, U.S.AIndustry: Financial ServicesMerchant cash advancesRevenue: $140M USDEmployees: <100Web Site: www.rapidadvance.comSAP Solutions and Services: Crystal Reports, Crystal Xcelsius, and crystalreports.com
“crystalreports.com has changed our business. It’s made a tremendousdifference in our ability to communicate with our partners and managers, and it’s made it immeasurably easier for us to focus on running a profitable and growing business”
Scott CohenfordSenior AnalystRapidAdvance
© SAP 2009 / Page 11
Demonstration
Summary of crystalreports.com with Salesforce.com
BI OnDemand for salesforce.com is...
The leading solution for advanced Reporting & Analysis for salesforce.com
A complete business intelligence solution
Delivered ‘as-a-Service’ – user your existing SFDC support resources!
The best way to turn your valuable CRM data into a strategic asset
© SAP 2008 / Page 12
© SAP 2009 / Page 13
Contact: Aaron Mittler, [email protected]: [email protected] with: your SAP BusinessObjects Account Executive
Upcoming WebcastsBusiness Intelligence in the Cloud Tuesday, November 10, 2009 10am PT (1pm ET)
Register at www.ondemand.com/events
Thank you!