SalesLogix Breakthrough Webinar: Use YOUR Data!
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SalesLogix Breakthrough Webinar: Use YOUR Data!

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10 Ways to the Get the Most Out of Your Data Using SalesLogix Analytics ...

10 Ways to the Get the Most Out of Your Data Using SalesLogix Analytics

Let Infinity show you how to leverage data in ways you never thought possible! To get you using your data efficiently, our agenda will cover topics including:

• New and creative ways to effectively utilize out of the box Saleslogix capabilities to analyze your data

• Business Intelligence and Mobility

• Qlikview and Visual Analyzer Tips, Tricks and Product Roadmap

• Newly designed CRM Analytics templates (beyond your wildest imaginations!)

• And much more…

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SalesLogix Breakthrough Webinar: Use YOUR Data! SalesLogix Breakthrough Webinar: Use YOUR Data! Presentation Transcript

  • USE YOUR DATA!10 Ways to the Get the Most Out of Your Data Using SalesLogix Analytics May 15, 2012 | Copyright © 2012 Infinity Info Systems
  • Presenters: Roy Hwang Director, Business Intelligence Email: rhwang@infinityinfo.com Scott Snider Vice President, Professional Services Email: ssnider@infinityinfo.com Jenn Van Pelt Marketing Associate Email: jvanpelt@infinityinfo.com May 15, 2012 | Copyright © 2012 Infinity Info Systems
  • 10 Ways to get more out of SalesLogix Data1. SalesLogix Web Dashboards2. Consuming SData using Excel3. Tools4. Ad-hoc Queries5. Dynamic Groups6. Flexible Ranking7. Mobility8. Embedded Analytics9. Collaboration10. Email Integration May 15, 2012 | Copyright © 2012 Infinity Info Systems
  • SalesLogix Web Dashboards• Part of the Core product as of 7.5.x • No additional cost • Read only • No Drill down• Users can have multiple dashboards and share ones created by them May 15, 2012 | Copyright © 2012 Infinity Info Systems
  • SalesLogix Web DashboardsAvailable graphs: bar chart, column chart, funnel chart, linechart, pie chart May 15, 2012 | Copyright © 2012 Infinity Info Systems
  • SalesLogix Web DashboardsList of Links • Allows users to have a “go-to” area where useful links are located • Can be customized, modified by users – not developersGroup Links • Allows users to have access to available entity group data while remaining on the dashboard • User can navigate to records in group list May 15, 2012 | Copyright © 2012 Infinity Info Systems
  • 10 Ways to get more out of SalesLogix Data1. SalesLogix Web Dashboards2. Consuming SData using Excel3. Tools4. Ad-hoc Queries5. Dynamic Groups6. Flexible Ranking7. Mobility8. Embedded Analytics9. Collaboration10. Email Integration May 15, 2012 | Copyright © 2012 Infinity Info Systems
  • Consuming SData in ExcelWhat is Sdata? • Lightweight Web Service released by Sage for SalesLogix • Looks at same Entity Model as the Web Client • Code once, use in various applications • Allows for CRUD operations against SalesLogix EntitiessData is here to stay… • New Mobile platform uses sData • Uses json and atom xml payload • Allows for very light data payloads for mobile devices and improved performance on 3G connections • Encourage all integration be done using sData May 15, 2012 | Copyright © 2012 Infinity Info Systems
  • Consuming SData in Excel• Custom Excel Add-in can be developed and used to pull information from SalesLogix into Excel• Respects Record ownership• Example from POC: May 15, 2012 | Copyright © 2012 Infinity Info Systems
  • Consuming SData in ExcelPivotCharts, Reports, Compex formulas and advanced worksheetsusing SalesLogix data now possible May 15, 2012 | Copyright © 2012 Infinity Info Systems
  • 10 Ways to get more out of SalesLogix Data1. SalesLogix Web Dashboards2. Consuming SData using Excel3. Tools4. Ad-hoc Queries5. Dynamic Groups6. Flexible Ranking7. Mobility8. Embedded Analytics9. Collaboration10. Email Integration May 15, 2012 | Copyright © 2012 Infinity Info Systems
  • ToolsBecause more tools means more choices. Spotfire Advanced Analytics (Visual Analyzer 3.0) • PROS: Lowest Cost, Drag and • PROS: Strong Functionality, • PROS: Highest functionality Drop Field functionality tight integration with set, third party integration, SalesLogix, Low Price, most embedded BI, ability to • CONS: Limited UI, Difficult to expand analytics past LAN-compatible integrate third-party SalesLogix, Strong User software, • CONS: Limited to data within Community and support SalesLogix • CONS: Highest Cost12 May 15, 2012 | Copyright © 2012 Infinity Info Systems
  • 10 Ways to get more out of SalesLogix Data1. SalesLogix Web Dashboards2. Consuming SData using Excel3. Tools4. Ad-hoc Queries5. Dynamic Groups6. Flexible Ranking7. Mobility8. Embedded Analytics9. Collaboration10. Email Integration May 15, 2012 | Copyright © 2012 Infinity Info Systems
  • Ad-Hoc QueriesBecause you cannot (nor should) anticipate every user needSalesLogix Query Builder is great, but… • Hard and complicated to use • User base must be trained in database querying to understand joins • Fields are difficult to find • Narrow condition definitions • Only uses SalesLogix data • Slow • Difficult to export data • Not customizable 14 May 15, 2012 | Copyright © 2012 Infinity Info Systems
  • Ad-Hoc QueriesDynamic Table Builder…so, use Dynamic Table Builder instead! • Simpler and more intuitive • Faster • Flexible • Controlled15 May 15, 2012 | Copyright © 2012 Infinity Info Systems
  • 10 Ways to get more out of SalesLogix Data1. SalesLogix Web Dashboards2. Consuming SData using Excel3. Tools4. Ad-hoc Queries5. Dynamic Groups6. Flexible Ranking7. Mobility8. Embedded Analytics9. Collaboration10. Email Integration May 15, 2012 | Copyright © 2012 Infinity Info Systems
  • Dynamic GroupsBecause group creation should not take longer than group usage.Use the power of Qlikview to custom define groups. • Multi-dimensional slice and dice • Run numerical queries • Filter on any field • Global search17 May 15, 2012 | Copyright © 2012 Infinity Info Systems
  • 10 Ways to get more out of SalesLogix Data1. SalesLogix Web Dashboards2. Consuming SData using Excel3. Tools4. Ad-hoc Queries5. Dynamic Groups6. Flexible Ranking7. Mobility8. Embedded Analytics9. Collaboration10. Email Integration May 15, 2012 | Copyright © 2012 Infinity Info Systems
  • Flexible RankingBecause prioritized data is useful data.3-Step Ranking Process: • Pick the entity (Account, Contact, Opportunity) to Rank • Pick the rank factors/variables • Assign weight to the factors/variables19 May 15, 2012 | Copyright © 2012 Infinity Info Systems
  • 10 Ways to get more out of SalesLogix Data1. SalesLogix Web Dashboards2. Consuming SData using Excel3. Tools4. Ad-hoc Queries5. Dynamic Groups6. Flexible Ranking7. Mobility8. Embedded Analytics9. Collaboration10. Email Integration May 15, 2012 | Copyright © 2012 Infinity Info Systems
  • MobilityBecause analytics should be where you are, not where your desk is.• Develop once, deploy anywhere• Reduce IT’s support burden• Secure: data is stored on server, not the device• Live Data21 May 15, 2012 | Copyright © 2012 Infinity Info Systems
  • 10 Ways to get more out of SalesLogix Data1. SalesLogix Web Dashboards2. Consuming SData using Excel3. Tools4. Ad-hoc Queries5. Dynamic Groups6. Flexible Ranking7. Mobility8. Embedded Analytics9. Collaboration10. Email Integration May 15, 2012 | Copyright © 2012 Infinity Info Systems
  • Embedded BIBecause BI is only relevant when you can see it.• Timely, relevant, and actionable data in the normal course of CRM usage• Integrate with BI not ETL• Link to SalesLogix data directly within dashboards23 May 15, 2012 | Copyright © 2012 Infinity Info Systems
  • 10 Ways to get more out of SalesLogix Data1. SalesLogix Web Dashboards2. Consuming SData using Excel3. Tools4. Ad-hoc Queries5. Dynamic Groups6. Flexible Ranking7. Mobility8. Embedded Analytics9. Collaboration10. Email Integration May 15, 2012 | Copyright © 2012 Infinity Info Systems
  • CollaborationBecause two heads are (usually) better than one.Notes: • Take notes on specific charts or objects, allow others to see notesShared Sessions: • No additional license cost, allow others to join same analysis session over the web25 May 15, 2012 | Copyright © 2012 Infinity Info Systems
  • 10 Ways to get more out of SalesLogix Data1. SalesLogix Web Dashboards2. Consuming SData using Excel3. Tools4. Ad-hoc Queries5. Dynamic Groups6. Flexible Ranking7. Mobility8. Embedded Analytics9. Collaboration10. Email Integration May 15, 2012 | Copyright © 2012 Infinity Info Systems
  • Email Integration Because contact analysis means communication analysis.• Dynamically pull email data and associate it to a SalesLogix contact – regardless of CRM/Email synching• Social Media Hook-Ins• Keyword Analysis 27 May 15, 2012 | Copyright © 2012 Infinity Info Systems
  • QuestionsMay 15, 2012 | Copyright © 2012 Infinity Info Systems
  • Thank you!May 15, 2012 | Copyright © 2012 Infinity Info Systems