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Sales Analytics On Demand

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High-Tech Seminar presentation by LucidEra at the salesforce.com Success Live event in Santa Clara, CA.

High-Tech Seminar presentation by LucidEra at the salesforce.com Success Live event in Santa Clara, CA.

Published in: Business, Career

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  • Transcript

    • 1. Sales Analytics On-Demand Introducing LucidEra Darren Cunningham, Director of Product Marketing
    • 2. What is the Top Priority for CEOs in 2008? Copyright © 2008 LucidEra – All rights reserved
    • 3. So How Do You Measure Sales Productivity? Copyright © 2008 LucidEra – All rights reserved Dollar Amount of Sales per Rep? Quarterly Revenue? Quota Attainment?
    • 4. What About Performance Trends? Copyright © 2008 LucidEra – All rights reserved “ We want to aggregate sales information and analyze trends .”
    • 5. Key Performance Indicators of the Sales Team Copyright © 2008 LucidEra – All rights reserved
    • 6. In Sales The Trend is Your Friend! Copyright © 2008 LucidEra – All rights reserved With LucidEra we’re able to understand sales trends and determine how successfully our reps are forecasting. ” “ Operations Manager, Document Automation Solutions
    • 7. What About Pipeline Velocity? Copyright © 2008 LucidEra – All rights reserved “ We to see the size and shape of our pipeline over time .”
    • 8. What’s Moving? What’s Stuck? What’s Changed? Copyright © 2008 LucidEra – All rights reserved The snapshot reporting is incredibly useful to be able to compare data over a period of time, spot trends and see what is changing or moving over a specific period of time. ” “ President, High Tech Services
    • 9. What About Data From Other Systems? All (spreadsheets) Copyright © 2008 LucidEra – All rights reserved “ We’re doing “stare and compare” in Excel spreadsheets!” ERP (Orders) SFDC (Sales)
    • 10. “ One Truth” Across CRM, Excel, ERP Copyright © 2008 LucidEra – All rights reserved
    • 11. “ One Truth” Across CRM, Excel, ERP Copyright © 2008 LucidEra – All rights reserved
    • 12. “ One Truth” Across CRM, Excel, ERP Copyright © 2008 LucidEra – All rights reserved
    • 13. “ One Truth” Across CRM, Excel, ERP Copyright © 2008 LucidEra – All rights reserved
    • 14. “ One Truth” Across CRM, Excel, ERP Copyright © 2008 LucidEra – All rights reserved
    • 15. “ One Truth” Across CRM, Excel, ERP Copyright © 2008 LucidEra – All rights reserved Excel data CRM data Accounting data
    • 16. Business Analytics as an On-Demand Service
      • Identify strengths and weaknesses in your pipeline
      • Compete more effectively with actionable information
      • Maximize revenue growth opportunities and hit your #
      With LucidEra, I get visibility across the CRM and accounting systems to get quick and easy insights that help my team achieve forecasted goals. ” “ Sales Director, Copyright © 2008 LucidEra – All rights reserved
    • 17. Why LucidEra and Salesforce.com? 1. Salesforce.com helps you get Data “IN” 2. LucidEra helps you get Value “OUT” of both salesforce.com and ERP Systems! Where is your valuable customer data? Copyright © 2008 LucidEra – All rights reserved
    • 18. LucidEra High Tech Luminaries Copyright © 2007 LucidEra – All rights reserved
    • 19. Stop by Our Booth and Enter to Win a MacBook Air No More Excuses. No More Surprises. Know More with

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