USE YOUR DATA!10 Ways to the Get the Most Out of Your   Data Using SalesLogix Analytics           May 15, 2012 | Copyright...
Presenters:       Roy Hwang       Director, Business Intelligence       Email: rhwang@infinityinfo.com       Scott Snider ...
10 Ways to get more out of SalesLogix Data1. SalesLogix Web Dashboards2.    Consuming SData using Excel3.    Tools4.    Ad...
SalesLogix Web Dashboards• Part of the Core product  as of 7.5.x   • No additional cost   • Read only   • No Drill down• U...
SalesLogix Web DashboardsAvailable graphs: bar chart, column chart, funnel chart, linechart, pie chart                   M...
SalesLogix Web DashboardsList of Links  •   Allows users to have      a “go-to” area where      useful links are located  ...
10 Ways to get more out of SalesLogix Data1.    SalesLogix Web Dashboards2. Consuming SData using Excel3.    Tools4.    Ad...
Consuming SData in ExcelWhat is Sdata?   •   Lightweight Web Service released by Sage for SalesLogix   •   Looks at same E...
Consuming SData in Excel• Custom Excel Add-in can be developed and used to pull information  from SalesLogix into Excel• R...
Consuming SData in ExcelPivotCharts, Reports, Compex formulas and advanced worksheetsusing SalesLogix data now possible   ...
10 Ways to get more out of SalesLogix Data1.    SalesLogix Web Dashboards2.    Consuming SData using Excel3. Tools4.    Ad...
ToolsBecause more tools means more choices.      Spotfire Advanced Analytics                 (Visual Analyzer 3.0)     • P...
10 Ways to get more out of SalesLogix Data1.    SalesLogix Web Dashboards2.    Consuming SData using Excel3.    Tools4. Ad...
Ad-Hoc QueriesBecause you cannot (nor should) anticipate every user needSalesLogix Query Builder is great, but…  • Hard an...
Ad-Hoc QueriesDynamic Table Builder…so, use Dynamic Table Builder instead! • Simpler and more intuitive • Faster • Flexibl...
10 Ways to get more out of SalesLogix Data1.    SalesLogix Web Dashboards2.    Consuming SData using Excel3.    Tools4.   ...
Dynamic GroupsBecause group creation should not take longer than group usage.Use the power of Qlikview to custom define gr...
10 Ways to get more out of SalesLogix Data1.    SalesLogix Web Dashboards2.    Consuming SData using Excel3.    Tools4.   ...
Flexible RankingBecause prioritized data is useful data.3-Step Ranking Process:    • Pick the entity (Account, Contact, Op...
10 Ways to get more out of SalesLogix Data1.   SalesLogix Web Dashboards2.   Consuming SData using Excel3.   Tools4.   Ad-...
MobilityBecause analytics should be where you are, not where your desk is.•    Develop once, deploy anywhere•    Reduce IT...
10 Ways to get more out of SalesLogix Data1.   SalesLogix Web Dashboards2.   Consuming SData using Excel3.   Tools4.   Ad-...
Embedded BIBecause BI is only relevant when you can see it.• Timely, relevant, and actionable data in the normal  course o...
10 Ways to get more out of SalesLogix Data1.   SalesLogix Web Dashboards2.   Consuming SData using Excel3.   Tools4.   Ad-...
CollaborationBecause two heads are (usually) better than one.Notes:   • Take notes on specific charts or objects, allow ot...
10 Ways to get more out of SalesLogix Data1.   SalesLogix Web Dashboards2.   Consuming SData using Excel3.   Tools4.   Ad-...
Email Integration Because contact analysis means communication analysis.• Dynamically pull email data and associate it to ...
QuestionsMay 15, 2012 | Copyright © 2012 Infinity Info Systems
Thank you!May 15, 2012 | Copyright © 2012 Infinity Info Systems
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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

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…

Published in: Technology
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SalesLogix Breakthrough Webinar: Use YOUR Data!

  1. 1. 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
  2. 2. 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
  3. 3. 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
  4. 4. 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
  5. 5. SalesLogix Web DashboardsAvailable graphs: bar chart, column chart, funnel chart, linechart, pie chart May 15, 2012 | Copyright © 2012 Infinity Info Systems
  6. 6. 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
  7. 7. 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
  8. 8. 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
  9. 9. 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
  10. 10. Consuming SData in ExcelPivotCharts, Reports, Compex formulas and advanced worksheetsusing SalesLogix data now possible May 15, 2012 | Copyright © 2012 Infinity Info Systems
  11. 11. 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
  12. 12. 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
  13. 13. 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
  14. 14. 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
  15. 15. 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
  16. 16. 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
  17. 17. 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
  18. 18. 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
  19. 19. 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
  20. 20. 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
  21. 21. 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
  22. 22. 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
  23. 23. 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
  24. 24. 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
  25. 25. 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
  26. 26. 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
  27. 27. 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
  28. 28. QuestionsMay 15, 2012 | Copyright © 2012 Infinity Info Systems
  29. 29. Thank you!May 15, 2012 | Copyright © 2012 Infinity Info Systems
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