Your SlideShare is downloading. ×
0
Advanced Reporting and Dashboards for Executive Visibility
Advanced Reporting and Dashboards for Executive Visibility
Advanced Reporting and Dashboards for Executive Visibility
Advanced Reporting and Dashboards for Executive Visibility
Advanced Reporting and Dashboards for Executive Visibility
Advanced Reporting and Dashboards for Executive Visibility
Advanced Reporting and Dashboards for Executive Visibility
Advanced Reporting and Dashboards for Executive Visibility
Advanced Reporting and Dashboards for Executive Visibility
Advanced Reporting and Dashboards for Executive Visibility
Advanced Reporting and Dashboards for Executive Visibility
Advanced Reporting and Dashboards for Executive Visibility
Advanced Reporting and Dashboards for Executive Visibility
Advanced Reporting and Dashboards for Executive Visibility
Advanced Reporting and Dashboards for Executive Visibility
Upcoming SlideShare
Loading in...5
×

Thanks for flagging this SlideShare!

Oops! An error has occurred.

×
Saving this for later? Get the SlideShare app to save on your phone or tablet. Read anywhere, anytime – even offline.
Text the download link to your phone
Standard text messaging rates apply

Advanced Reporting and Dashboards for Executive Visibility

1,978

Published on

Published in: Economy & Finance, Technology
0 Comments
2 Likes
Statistics
Notes
  • Be the first to comment

No Downloads
Views
Total Views
1,978
On Slideshare
0
From Embeds
0
Number of Embeds
1
Actions
Shares
0
Downloads
0
Comments
0
Likes
2
Embeds 0
No embeds

Report content
Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
No notes for slide

Transcript

  • 1. Advanced Reporting and Dashboards for Executive Visibility Jim Lukens, Salesforce.com Courtney House, Envision Telephony, Inc. Track: Advanced EE System Administrators
  • 2. Safe Harbor Statement <ul><li>“ Safe harbor” statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements the achievement of which involves risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions proves incorrect, our results could differ materially from the results expressed or implied by the forward-looking statements we make.  All statements other than statements of historical fact could be deemed forward-looking, including any projections of subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. </li></ul><ul><li>The risks and uncertainties referred to above include - but are not limited to - risks associated with the integration of Sendia Corporation’s technology, operations, infrastructure and personnel with ours; unexpected costs or delays incurred in integrating Sendia with salesforce.com, which could adversely affect our operating results and rate of growth; any unknown errors or limitations in the Sendia technology; any third party intellectual property claims arising from the Sendia technology; customer and partner acceptance and deployment of the AppExchange and AppExchange Mobile platforms; interruptions or delays in our service or our Web hosting; our new business model; breach of our security measures; possible fluctuations in our operating results and rate of growth; the emerging market in which we operate; our relatively limited operating history; our ability to hire, retain and motivate our employees and manage our growth; competition; our ability to continue to release and gain customer acceptance of new and improved versions of our CRM service; unanticipated changes in our effective tax rate; fluctuations in the number of shares outstanding; the price of such shares; foreign currency exchange rates and interest rates. </li></ul><ul><li>Further information on these and other factors that could affect our financial results is included in the reports on Forms 10-K, 10-Q and 8-K and in other filings we make with the Securities and Exchange Commission from time to time, including our Form 10-K for the fiscal year ended January 31, 2006. These documents are available on the SEC Filings section of the Investor Information section of our website at www.salesforce.com /investor . </li></ul><ul><li>Any unreleased services or features referenced in this or other press releases or public statements are not currently available and may not be delivered on time or at all.  Customers who purchase our services should make purchase decisions based upon features that are currently available.  Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements, except as required by law. </li></ul>
  • 3. Jim Lukens Principal Consultant Salesforce.com [email_address]
  • 4. Beyond Login Rate Adoption Metrics <ul><li>What are Sales Management Performance Metrics? </li></ul><ul><ul><li>Sales rep/team contribution </li></ul></ul><ul><ul><li>Funnel analysis; win/loss rates, conversion rates, etc… </li></ul></ul><ul><li>What are sales process operations optimization metrics? </li></ul><ul><ul><li>How effectively processes get completed </li></ul></ul><ul><ul><li>When do processes get completed </li></ul></ul><ul><li>What are adoption benchmarks? </li></ul><ul><ul><li>How much of the system is used </li></ul></ul><ul><ul><li>When is it used and How often </li></ul></ul>
  • 5. Sales Performance Metrics <ul><li>Example Scenario </li></ul><ul><ul><li>Quota dashboards </li></ul></ul><ul><ul><li>Building sales management dashboards </li></ul></ul><ul><li>Demonstration </li></ul><ul><ul><li>Show it in action </li></ul></ul><ul><li>Configuration </li></ul><ul><ul><li>How it was done </li></ul></ul><ul><li>Benefits </li></ul><ul><ul><li>Understand how the sales team is performing </li></ul></ul><ul><ul><li>Know your sales performance metrics </li></ul></ul>
  • 6. Process Optimization Metrics <ul><li>Example Scenario </li></ul><ul><ul><li>Proposal Custom Object </li></ul></ul><ul><ul><li>Scontrol Custom Formula HTML field for process complete </li></ul></ul><ul><li>Demonstration </li></ul><ul><ul><li>Show it in action </li></ul></ul><ul><li>Configuration </li></ul><ul><ul><li>How it was done </li></ul></ul><ul><li>Benefits </li></ul><ul><ul><li>Understand when proposals are requested </li></ul></ul><ul><ul><li>Understand how long proposals take </li></ul></ul><ul><ul><li>Understand proposal impact on sales cycle </li></ul></ul>
  • 7. Adoption Usage Benchmarking <ul><li>Example Scenario </li></ul><ul><ul><li>Counting, Counting, Counting </li></ul></ul><ul><ul><li>By day, by time of day, day of week </li></ul></ul><ul><ul><li>By type, record type, and critical segmentation fields </li></ul></ul><ul><li>Demonstration </li></ul><ul><ul><li>Show it in action </li></ul></ul><ul><li>Configuration </li></ul><ul><ul><li>How it was done </li></ul></ul><ul><li>Benefits </li></ul><ul><ul><li>Show usage of the application, trends, and patterns </li></ul></ul><ul><ul><li>Identify coaching and adoption issues </li></ul></ul><ul><ul><li>Track and improve data integrity </li></ul></ul>
  • 8. Existing Tools and Learning Centers <ul><li>AppExchange Dashboard adoption app </li></ul><ul><li>Application Reports and Dashboards </li></ul><ul><li>Local User Groups </li></ul><ul><li>Successforce.com </li></ul>
  • 9. Courtney House Project Manager Envision Telephony, Inc. [email_address]
  • 10. Envision Telephony, Inc. <ul><li>Envision is a global software company that utilizes the &quot;voice of the customer&quot; to improve agent, contact center and enterprise performance to deliver legendary customer experiences. </li></ul><ul><li>75 Salesforce.com Users </li></ul><ul><li>Internal Salesforce.com Committee </li></ul>INDUSTRY: Software EMPLOYEES: 100 GEOGRAPHY: Global PRODUCT(S) USED: SFA, Service & Support, DreamTeam, Surveyforce # USERS: 75
  • 11. Case Study Template – Key Challenges <ul><li>Business Challenge </li></ul><ul><ul><li>User Adoption </li></ul></ul><ul><ul><li>Measurable Statistics </li></ul></ul><ul><ul><li>Accountability </li></ul></ul><ul><ul><li>Visibility into Pipeline </li></ul></ul><ul><li>Missing Information </li></ul><ul><li>Confusion </li></ul><ul><li>Inaccurate Forecast </li></ul>
  • 12. Case Study Template – The Solution <ul><li>How did we address the challenges? </li></ul><ul><ul><li>Salesforce.com Committee </li></ul></ul><ul><ul><li>Monthly Newsletters </li></ul></ul><ul><ul><li>User Adoption Dashboards </li></ul></ul><ul><ul><li>Forecast Dashboards </li></ul></ul><ul><ul><li>Support Metrics Dashboards </li></ul></ul><ul><li>Products implemented </li></ul><ul><li># Users </li></ul><ul><li>Integration points </li></ul><ul><li>Training </li></ul><ul><li>Business Units affected </li></ul><ul><li>Ongoing improvements </li></ul>DEPLOYMENT DETAILS
  • 13. Demo Template <ul><li>User Adoption </li></ul><ul><li># Users: 75 </li></ul><ul><li>Key Benefits </li></ul><ul><ul><li>Executive visibility </li></ul></ul><ul><ul><li>Data Integrity </li></ul></ul><ul><ul><li>Measurable Statistics </li></ul></ul>
  • 14. Jim Lukens Principal Consultant Courtney House Project Manager QUESTION & ANSWER SESSION Salesforce.com Envision Telephony, Inc.
  • 15. Session Feedback Let us know how we’re doing! <ul><li>Please score the session from 5 to 1 (5=excellent,1=needs improvement) on the following categories: </li></ul><ul><ul><li>Overall rating of the session </li></ul></ul><ul><ul><li>Quality of content </li></ul></ul><ul><ul><li>Strength of presentation delivery </li></ul></ul><ul><ul><li>Relevance of the session to your organization </li></ul></ul>Save time! Use your cell phone or mobile device to send Feedback via SMS/Text Messaging! Send a message to 26335 In the message body: Session 127, #### For example, “ Session 123, 5555 ” Session ID: 127 Session ID # Scores for 4 categories SMS Voting powered by:

×