QlikView & Salesforce


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Integrating QlikView with Salesforce.com was presented by David Sedgwick, Solutions Architect and Joe Francis, VP of Global Operations during the QlikView in Depth seminar track at The Business Discovery London event on 22nd November 2011

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QlikView & Salesforce

  1. 1. QlikView in Depth:Integrating QlikView with salesforce.com David Sedgwick Joe Francis
  2. 2. Agenda/Objectives of the Session• QlikView and Salesforce – A great combination• Salesforce and QlikView at QlikTech – How and where we use it• QlikStart Template – Get working quickly with your own Salesforce data• Q&A
  3. 3. QlikView & SalesforceA marriage made in heaven… ..well…in the ‘cloud’ at least!
  4. 4. The Power of Salesforce• One place for everything: – Marketing and Leads – Opportunities & Quotes – Accounts & Contacts – Content files & Libraries – Analytics & Forecasting – Email & Calendar integration – Partners – Chatter – Support, Change requests etc.
  5. 5. Why QlikView & Saleforce are a great combination•...To this: Discovery Business Insight into your data• Bringing the power of Salesforce together in one place• From this..
  6. 6. How QlikView can enhance your Salesforce deployment• Multiple Data Sources: Salesforce Forecasts v Transaction System Sales• Everything in one place: Leads, Opportunties & Sales in a single screen Past Current Future• Capture changes over time Conversion Rates TY v LY Finance System SFDC
  7. 7. Integration goes both ways• QlikView available in Salesforce
  8. 8. Drinking our own champagne..An overview of deployment of SFDC and QlikView at QlikTech
  9. 9. Summary of the deployment - before CRM suffering from poor user adoption – and 1. Previous many excuses. 2.No insight into Pipeline (lead indicator) and no clear way of tracking Marketing to Sales handover and therefore effectiveness. 3.Lower Sales Productivity and Forecast Accuracy due to spreadsheet forecasting 4.Installed on Client Server infrastructure 5.No support for our Partner channel 6.Terrible data quality, no consistent insight into Territory/Accounts
  10. 10. Summary of the deployment - after 1.High adoption/low excuse value – simplicity (900 Internal Users across all departments) 2.50%+ sales indirect (>1500 Partner Users) 3.Single CRM and PRM system, web and mobile 4.Approvals and standardised forecasting 5.Content and Chatter as key KM & Collaborations tools 6.75 day deployment to 90% of company in one day 7.PRM launch 60 days later
  11. 11. Key supporting business initiatives - Sales 1.CCS – Consistent Selling Methodology embedded into Opportunity Management & Forecasting (QV – Qompass). Close scrutiny of Pipeline. 2.QlikBuy – Configure/Price/Quote transactional engine for smaller deals reducing deal closure times. 3.Qonnect Program for Partner Management – only way to manage multiple margin structure is in salesforce.com & business plans and partner portfolio managed via QV Partner Performance 4.Sales Performance and Commission driven from information in salesforce.com and Navision (with QV QTSales as central tool) 5.Chatter – Significant improvement in collaboration and knowledge sharing (eg. Competition/Pricing/Industry Forums/PR and SVP Sales updates)
  12. 12. Key supporting business initiatives –Marketing, Services and Support 1. Marketing – Marketo for lead nuturing and scoring and tracked in QV Qompass. Market Qompass used for overall Market Sizing and Territory management. 2. Lead handover process to Sales – use Opportunities instead of Leads and all tracked via QV Opportunity Dashboard. Measures contribution of Sales vs Marketing to Pipeline and Closed business. 3.Campaign Performance Management – consistent approach to campaign management across Marketing organisation and use of QV to measure ROI 4.Services – QSM deployed using sfdc Account structure & tracked via QV Expert Services app. 5.Support – tracking of Customer Satisfaction, Resolution Times and other KPI’s via QV app
  13. 13. Demonstration
  14. 14. Try It YourselfSalesforce QlikStart Template
  15. 15. Start Using QlikView with SFDC QuicklyFive Easy Steps1. Download the salesforce connector2. Download the qlikstart template3. Enter appropriate credentials4. Reload the application5. Start Discovering...
  16. 16. QlikView SalesForce Connector• Download for free on global.qlikview.com/download
  17. 17. QlikView « QlikStart » for SalesForce.com• Download SalesForce application on demo.qlikview.com
  18. 18. Simple instructions are built in.. Enter ID and Password Tell it where to store the data Start Discovering! Reload
  19. 19. What it gives you• A set of key information deliverables for your salesforce.com instance• Data extraction scripting already prepared• Pre defined calculations too• A ready to use Business Discovery application combining dashboards, charts and reports• Value for both IT and the business: – IT a series of predefined extraction scripts with table joins and calculations provide valuable insight. – The business user can start using the predefined reports to analyse their business within a very short time.
  20. 20. Where to find materials?• Qlik Community – community.qlikview.com• Qlik Demos – http://demo.qlikview.com/ – http://eu.demo11.qlikview.com/• QlikDownloads – http://global.qlikview.com/download/
  21. 21. Summary• QlikView and Salesforce• Salesforce and QlikView at QlikTech• QlikStart Template
  22. 22. Questions
  23. 23. Meet the Presenters at Qbar in King George III
  24. 24. Feedback Forms• Please find your feedback forms in the back of your notepads.• Please complete your Feedback Form and hand them in at the registration desk before you leave to receive:• An event bag which contains: – All the event content and whitepapers. – A USB with other collateral and Customer Success Stories – Various QlikTech Goodies Thank you!