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SugarCRM Sales Analytics Made Simple                        with GoodData                        Sam Boonin, VP Products &...
Good to Meet You...                          Marketer                          Love helping companies understand          ...
GoodData At a Glance                                                            • Business Intelligence as a service      ...
Data to Dashboard                                            @gooddataMonday, April 4, 2011
@gooddataMonday, April 4, 2011
Select Customers                                           @gooddataMonday, April 4, 2011
"You can only manage                        what you can measure"                            -Peter Drucker               ...
This is the Common                               Practice                        for measuring your sales                 ...
Top 5 Excuses                           I know my sales pipeline intuitively                           I already have 100 ...
Time Machine for Your Sales Data                                                           @gooddataMonday, April 4, 2011
GoodData for SugarCRMMonday, April 4, 2011
GoodData for SugarCRM                                                Sales Pipeline                                       ...
GoodData for SugarCRM                                                • Instant visibility into your sales                 ...
GoodData for SugarCRM                                                • Instant visibility into your sales                 ...
GoodData for SugarCRM                                                • Instant visibility into your sales                 ...
GoodData for SugarCRM                                                • Instant visibility into your sales                 ...
Extend with More Data                                                @gooddataMonday, April 4, 2011
Extend with More Data                                                Product Revenue / Usage                              ...
4 Tips for Success                        • Drive it into the Culture                        • Start Simple               ...
Start Now -- click here to register                                                              @gooddataMonday, April 4,...
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SugarCRM Sales Analytics Made Simple with GoodData | SugarCon 2011

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The best sales decisions are made when leaders have free and unfettered access to the CRM data that drives the business. Which deals are most likely to close quickly? What sales rep behavior leads to the best opportunities? Can you predict next-quarter revenue? Where should you dedicate your best sales resources?

The problem is that too often this data is buried—invisible to the leaders and managers who need to make the critical decisions. GoodData’s approach changes all of that. GoodData brings sales analytics front-and-center through pre-built, interactive dashboards that track your sales pipeline in minutes: closed, expected, and predicted revenue; pipeline by stage and size, historical sales analysis, and a lot more.

Start by visualizing your SugarCRM opportunities to analyze your sales pipeline by stage, duration, and likeliness to close. Add any custom data from SugarCRM, or combine data from marketing campaigns, website traffic, product usage, support and community—even social media activity—to get a full analytical picture of your customers.

Presented by Sam Boonin, VP Marketing, GoodData, at SugarCon 2011.

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Transcript of "SugarCRM Sales Analytics Made Simple with GoodData | SugarCon 2011"

  1. 1. SugarCRM Sales Analytics Made Simple with GoodData Sam Boonin, VP Products & Marketing sam@gooddata.com (415) 763-5789 @sambooninMonday, April 4, 2011
  2. 2. Good to Meet You... Marketer Love helping companies understand value of technology Startup junkie Very fine-tuned BS meter @gooddataMonday, April 4, 2011
  3. 3. GoodData At a Glance • Business Intelligence as a service • Operational dashboards, advanced analytics, data warehousing and integration • 100% cloud-based service • Built for scale • 100s of AWS servers • 1,000s of active users each week • 100,000s of reports executed GoodData Sample Dashboard @gooddataMonday, April 4, 2011
  4. 4. Data to Dashboard @gooddataMonday, April 4, 2011
  5. 5. @gooddataMonday, April 4, 2011
  6. 6. Select Customers @gooddataMonday, April 4, 2011
  7. 7. "You can only manage what you can measure" -Peter Drucker @gooddataMonday, April 4, 2011
  8. 8. This is the Common Practice for measuring your sales pipeline @gooddataMonday, April 4, 2011
  9. 9. Top 5 Excuses I know my sales pipeline intuitively I already have 100 reports I’ll just fire up Excel OK, it’s just too hard I can’t spend the time and money @gooddataMonday, April 4, 2011
  10. 10. Time Machine for Your Sales Data @gooddataMonday, April 4, 2011
  11. 11. GoodData for SugarCRMMonday, April 4, 2011
  12. 12. GoodData for SugarCRM Sales Pipeline Analytics Made Simple @gooddataMonday, April 4, 2011
  13. 13. GoodData for SugarCRM • Instant visibility into your sales pipeline @gooddataMonday, April 4, 2011
  14. 14. GoodData for SugarCRM • Instant visibility into your sales pipeline • Detailed out-of-the-box trending reports  @gooddataMonday, April 4, 2011
  15. 15. GoodData for SugarCRM • Instant visibility into your sales pipeline • Detailed out-of-the-box trending reports  • Straightforward reporting and analysis @gooddataMonday, April 4, 2011
  16. 16. GoodData for SugarCRM • Instant visibility into your sales pipeline • Detailed out-of-the-box trending reports  • Straightforward reporting and analysis • Fully flexible & customizable @gooddataMonday, April 4, 2011
  17. 17. Extend with More Data @gooddataMonday, April 4, 2011
  18. 18. Extend with More Data Product Revenue / Usage @gooddataMonday, April 4, 2011
  19. 19. 4 Tips for Success • Drive it into the Culture • Start Simple • Make it Easy • Hold People Accountable @gooddataMonday, April 4, 2011
  20. 20. Start Now -- click here to register @gooddataMonday, April 4, 2011
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