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Sage SalesLogix Advanced Analytics - Final Presentation
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  • Analytics are not a “nice to have” Crucial data that drives business decisions Gartner validates that the need Analytics in your CRM is on the rise
  • Sage SalesLogix has a family of business intelligence solutions that can help businesses make better decisions and to maximize their investment into SalesLogix and CRM. Sage is introducing Advanced Analytics as the newest solution in that family. Advanced Analytics is a business intelligence tool that aggregates CRM-related data into key metrics and allows users to analyze those metrics in different ways. It helps management, analysts and front-line employees to understand what is going on in the business, take corrective actions when needed, and to make better decisions. Advanced Analytics allows users to: Analyze trends Monitor productivity Identify top performers Focus resources and individual time on the most productive activities Identify problems, discover the underlying causes and take corrective actions Predict outcomes and change course in order to achieve corporate goals Visualize data so that patterns and trends can be easily seen Advanced Analytics is unique because: It is an in-memory analytics solution, which means the data is pulled into the memory of the computer for fast and powerful analysis It is an advanced visualization tool, with visualizations that are superior to many BI tools in the market today It is a powerful development platform, and yet it is one of the easiest BI development platforms to work with, making it easy for analysts and developers to learn the tool and create new content It offers a comprehensive library of content and metrics that span all CRM functions It allows users to bring data in from any source, as long as it can be related to the SalesLogix data and used for CRM purposes It is an affordable solution that offers great value to customers looking for an advanced business intelligence tool Advanced Analytics improves our message and our competitive position by: Offering an advanced BI tool at a very competitive price Provides a platform that is easier to learn and use than the competition Includes out-of-the-box content that gives customers a big head start with any customization that they need to do Provides one of the cleanest and sharpest looking user interfaces available in the market today Is fully integrated with the Sage SalesLogix Web and LAN clients
  • Select data elements, mark records, and drill into multiple levels of details. Create new visualizations with drill-down data and change the way data is summarized through pivoting. View a list of individual records that contribute to the values in a dashboard. Locate specific records that are causing issues or contributing to success. Deploy Standard Users Licenses for all CRM end-users and a Professional User License for developers and administrators to create and publish custom dashboards, tabs and queries, integrate new data sources and manage user profiles. Sage SalesLogix Advanced Analytics is fully-integrated with the Sage SalesLogix Web clients, enabling seamless interaction, quick access via the navigation bar and single sign-on. Rely on sophisticated security to manage administration rights and access to sensitive data. Sage SalesLogix Advanced Analytics strictly enforces the data security profiles defined in Sage SalesLogix for users and teams In-memory analytics and data compression techniques enable fast, powerful analysis of data and minimize use of memory. Analyze data from multiple sources of data, including Sage SalesLogix, ERP and business management solutions, Web services, CTI/Telephony systems, spreadsheets and more. Perform administration quickly and easily via the Sage SalesLogix Administrator and a flexible data mapping tool.
  • In-depth information displayed in a vivid graphical display, that is easy to understand and comprehend Covering all the main points you need to gain a full understanding of sales, account, and team performance
  • Unsurpassed usability with an informative graphical interface to help you drive key decisions, enhance productivity, and increase the return on your investment

Sage SalesLogix Advanced Analytics - Final Presentation Sage SalesLogix Advanced Analytics - Final Presentation Presentation Transcript

  • Sage SalesLogix Advanced Analytics Michael Reischer January 2012
  • Agenda
    • Analyst Perspective
    • Sage SalesLogix Analytical Solutions
    • Sage SalesLogix Advanced Analytics Benefits 1
    • Highlighted Features
    • Sales Dashboard Overview
    • Marketing, Service, and Support Dashboards Overview
    1 Sage SalesLogix Advanced Analytics requires an additional fee and Sage SalesLogix v7.5.4 or higher.
  • According to Gartner, It’s HOT
    • “ Analytical CRM, which includes predictive analytics and segmentation applications, grew close to 9% and represented nearly 25% of CRM spending.” *
    *Gartner Report: “What’s ‘Hot’ in CRM Applications in 2011” 17 March 2011. Ed Thompson, Michael Maoz, Kimberly Collings, Michael Dunne. “ Organizations will need to become better at exploiting and managing higher volumes of customer data, and at increasing their use of analytics to keep pace with the empowered consumer.” *
  • Sage SalesLogix Reporting & Analytics
    • Dashboards, Reporting, & List Management
      • Basic reports
      • List building, groups, and filters
      • Rich dashboard experience
      • Track Key Performance Indicators
      • For all end users
      • Static content (not an ad-hoc analysis or discovery tool)
    • Analytics Solutions
      • Analysis across multiple data sources
      • Ad-hoc, multi-dimensional analysis
      • Advanced visualizations
      • Interactive Dashboards
      • ‘ What-if’ analysis
  • Sage SalesLogix Reporting and Analytics Included
  • Why Choose Sage SalesLogix Advanced Analytics 1,2 1 Sage SalesLogix Advanced Analytics requires an additional fee and Sage SalesLogix v7.5.4 or higher . Sage SalesLogix Advanced Analytics users must be licensed Sage SalesLogix users. 2 Data must be used for CRM-related analysis, in support of the Sales, Marketing or Customer Support/Service roles, and must be tied to Sage SalesLogix data.
  • Highlighted Features
  • Sales Performance Sales is a competitive sport, with Sage SalesLogix Advanced Analytics, you have a coach to guide your direction and facilitate strategic decisions.
  • Sales Performance – Identify Drivers for Success
  • Marketing Insight Sage SalesLogix Advanced Analytics helps you invest in campaigns that produce lucrative results with profitable leads, and high response rates.
  • Marketing insights drive business priorities
  • Service and Support Sage SalesLogix Advanced Analytics helps you boost the productivity and balance the workload of your service and support teams in order to deliver an exceptional customer experience.
  • Service and Support
  • Use Sage SalesLogix Advanced Analytics and you will get..
  • m-Computers Consulting GmbH Your Contact: Michael Reischer CEO +1 (520) 363-1559 +49 (30) 374 900-15 [email_address] Thank you for your Attention For more information, CLICK HERE to be directed to Reporting and Analytics section of the Sage SalesLogix website.
  • Appendix Requirements and detailed screen shots of Sales, Marketing, and Support Dashboards
  • Requirements
    • Sage SalesLogix Advanced Analytics is not supported when the SalesLogix database is hosted on an Oracle database.
    • Requires an additional fee and Sage SalesLogix v7.5.4 or higher. 
    • Sage SalesLogix Advanced Analytics users must be licensed Sage SalesLogix users.
    • Data must be used for CRM-related analysis, in support of the Sales, Marketing or Customer Support/Service roles.
  • Sales Dashboards
  • Sales by Geography
    • Select filters to further define your data set.
    Click on state to highlight and drill down for more information. Get detailed information on opportunities .
  • Historical Sales
    • Select filters to further define your data set.
    Click on column to highlight and drill down for more information. Change criteria for analysis.
  • Sales Trend Change criteria for analysis. Click on column to highlight and drill down for more information. Select filters to further define your data set.
  • Sales Forecasting Select filters to further define your data set. Click on column to highlight and drill down for more information.
  • Pipeline Analysis Select filters to further define your data set. Click on column to highlight and drill down for more information. Change criteria for analysis.
  • Win/Loss Select filters to further define your data set. Change criteria for analysis. Click on column to highlight and drill down for more information.
  • Ranking Analysis Select filters to further define your data set. Change criteria for analysis. Click on column to highlight and drill down for more information.
  • Productivity Analysis Select filters to further define your data set. Click on column to highlight and drill down for more information.
  • Marketing Dashboards
  • Revenue Select filters to further define your data set. Click on column to highlight and drill down for more information. Change criteria for analysis.
  • Potential Revenue Select filters to further define your data set. Change criteria for analysis. Click on column to highlight and drill down for more information.
  • Responses Select filters to further define your data set. Click on column to highlight and drill down for more information.
  • Budget vs. Actual Select filters to further define your data set. Click on column to highlight and drill down for more information.
  • Support Dashboards
  • Agent Productivity Trend Select filters to further define your data set. Click on column to highlight and drill down for more information.
  • Ticket Categorization Select filters to further define your data set. Click on box to highlight and drill down for more information. Change criteria for analysis.
  • Agent Workload Select filters to further define your data set. Change criteria for analysis. Click on column to highlight and drill down for more information.