Improve Business Performance with Greater Insight From Dashboards and Reports

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  • Improve Business Performance with Greater Insight From Dashboards and Reports

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