Improve Business Performance with Greater Insight From Dashboards and Reports

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  • 1. Improve Business Performance with Greater Insight From Dashboards and Reports Steve Williams Senior Product Marketing Manager [email_address] Jason Pamer Senior Product Manager [email_address]
  • 2. Who is Business Objects?
    • World’s leading business intelligence (BI) software company with more than 39,000 customers worldwide, including over 80 percent of the Fortune 500.
    • Helps organizations of all sizes create a trusted foundation for decision making, gain better insight into their business, and optimize performance.
    • BusinessObjects™ XI, offers the BI industry’s most advanced and complete solution for performance management, planning, reporting, query and analysis, and enterprise information management.
    • BusinessObjects XI includes the award-winning Crystal line of reporting and data visualization software.
  • 3. Information Challenges
      • Information silos
        • Multiple versions of the truth
        • No analysis across functions
      • Poor data quality
        • Information overload and duplication
        • No trust in information
      • BI restricted to a few
        • BI mostly for specialists
        • Most make decisions on gut feel
      • BI limited to reporting
        • No performance management strategy
        • KPIs poorly defined and distributed
      • Data only used internally
        • Weak customer/supplier relationships
        • Untapped reservoirs of profits
    Low Performance Organization
  • 4.
      • Information silos
        • Multiple versions of the truth
        • No analysis across functions
      • Poor data quality
        • Information overload and duplication
        • No trust in information
      • BI restricted to a few
        • BI mostly for specialists
        • Most make decisions on gut feel
      • BI limited to reporting
        • No performance management strategy
        • KPIs poorly defined and distributed
      • Data only used internally
        • Weak customer/supplier relationships
        • Untapped reservoirs of profits
    The High Performance Organization
    • One enterprise BI solution
      • Unified view of the business
      • Lowest cost of ownership
    • Trusted information
      • Enables focus on action
      • As opposed to arguing about data
    • Information democracy
      • Empowers all employees with insight
      • Seamless part of the work environment
    • EPM drives strategy
      • Aligns strategy to execution
      • KPI shared across company
    • Information shared externally
      • With customers
      • With partners and suppliers
    Low Performance Organization High Performance Organization
  • 5.
      • Information silos
        • Multiple versions of the truth
      • Poor data quality
        • Information overload and duplication
        • No analysis across functions
        • No trust in information
      • BI Restricted to a few
        • BI mostly for specialists
        • Most make decisions on gut feel
      • BI limited to reporting
        • No performance management strategy
        • KPIs poorly defined and distributed
      • Data only used internally
        • Weak customer/supplier relationships
        • Untapped reservoirs of profits
    Business Objects enables High Performance
    • One enterprise BI solution
      • Unified view of the business
      • Lowest cost of ownership
    • Trusted information
      • Enables focus on action
      • As opposed to arguing about data
    • Information democracy
      • Empowers all employees with insight
      • Seamless part of the work environment
    • EPM drives strategy
      • Aligns strategy to execution
      • KPI shared across company
    • Information shared externally
      • With customers
      • With partners and suppliers
    • BusinessObjects XI
      • Single architecture, best BI products
      • Optimized for all apps, all databases
    • Trusted platform
      • Robust data integration capabilities
      • Visibility all across the information chain
    • Reaches out to all users
      • Integration with MSFT Office
      • Adapted interfaces for all users
    • Integrated EPM solutions
      • Dashboard, scorecards, metrics
      • Fully integrated with BI platform
    • Information networks
      • BI combined with Web Services
      • Optimizes the entire value chain
    Low Performance Organization High Performance Organization The Business Objects Offering
  • 6. Unmatched Partnerships in the BI Market
    • salesforce.com, Microsoft, SAP, PeopleSoft, and 350 others trust Business Objects as their primary BI partner
    • This ensures our customers leverage their existing investment more than with any other vendor
    Deep technology partnerships with your other IT standards
  • 7. What is Reporting?
  • 8. What are Dashboards?
  • 9. You need to answer your critical business questions
    • How can we improve our lead management?
    • What will drive sales productivity?
    • How can I improve my sales teams’ effectiveness
    • How can I get increased visibility into my revenue?
  • 10. salesforce.com provides a great starting point
  • 11. Your organization can benefit from new on-demand services available with crystalreports.com
  • 12. Salesforce.com Solution Suite F I R E W A L L Crystal Reports The Salesforce.com Driver connects to your Salesforce.com data. Use the Report Pack as a starting point. 1 Salesforce.com reports with are uploaded or scheduled to crystalreports.com. 2 Application integration allows Salesforce.com users to refresh and view reports. 3 Salesforce.com Customers On Demand On Premise
  • 13. Crystal Reports
    • Leading global report design tool
    • Your company may already be using it
    • Connects to over 50 data sources
  • 14. Crystal Reports Driver for Salesforce.com
    • Advanced report design capabilities that extend SFDC reporting
    • Examples of Advanced Reports
      • Accounts with and without opportunities
      • Cross-selling opportunities - display products from two distinct product families
      • Contacts owned by inactive users
      • Lead reports that include all leads (open & converted)
    Updated!
  • 15. Crystal Reports Report Pack
    • Pre-built, presentation-quality reports that answer your most commonly asked business questions
    • Reports include:
      • Pipeline Forecast
      • Sales by Geography
      • Forecast of Product Pipeline
      • Campaign Segmentation
      • Lead Generation Segmentation
      • Campaign Performance
    Updated!
  • 16. crystalreports.com for salesforce.com
    • An on-demand business intelligence solution which allows you to instantly , simply and securely share reports over the web
      • View, refresh and schedule reports from inside salesforce.com
      • Provide a consistent view of KPIs for different user groups
      • Powerful report formatting and viewing capabilities
      • Combine SFDC data with your other business system reports
      • Full benefits of a complete reporting solution at a fraction of the cost
    • Easy set-up from AppExchange
    New!
  • 17. Demonstration
  • 18. Xcelsius
    • The leading data visualization software for creating interactive presentations and business dashboards from Business Objects.
    • New widgets from Business Objects enable real time access to salesforce.com data
      • Add opportunities
      • Track closed revenue
      • Look up contacts
      • Spot neglected leads
      • Monitor key sales metrics
    • Created using Crystal Xcelsius
    New!
  • 19. Demonstration
  • 20. What’s next?
    • Continuing our partnership with Salesforce
    • Working with new and improved AppExchange APIs
    • Expanding our range of solutions for Salesforce customers
      • crystalreports.com
      • Crystal Reports Report Pack
      • Data Integrator
      • Rapid Marts
      • Business widgets
  • 21. For more information
    • Visit our booth in the Partner Expo
    • Sign up today!
    • www.crystalreports.com/salesforce
  • 22. Questions Steve Williams [email_address] Jason Pamer Senior Product Manager [email_address] Senior Product Marketing Manager
  • 23. Session Feedback Let us know how we’re doing!
    • Please score the session from 5 to 1 (5=excellent,1=needs improvement) on the following categories:
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