1.
Reporting – Salesforce and Beyond
Craig Todd, Director Customer Success

2.
Agenda
 Introduction
 Survey Results
 Salesforce Reporting vs Indicee Analytics
 Demonstration
 Thank you – Q&A

3.
First, a little background

4.
Who are we?
 150+ years in Business Intelligence
 Crystal, Business Objects & SAP
 CEO part of the Crystal founding team, CTO was Chief Scientist
 Product, Marketing & Sales experts Principal Architects, Sr. Developers

5.
How did we get here?
(we bought lunch )

6.
We sent out a survey …

7.
% of daily queries on Google that
have never been seen before

8.
% of US internet users who are on twitter

9.
% of people who have NEVER cursed or sworn
while on a tech support phone call

10.
% of people responding to the survey

11.
Survey Results - disclaimer
 Since I’m a data geek…
 “Since we did not receive enough surveys to be able to say that
we have a statistically representative sample, then we must
report that the findings represent only the opinions expressed
by those in our sample and that we cannot conclude that the
opinions of the sample represent the opinions of those who are
in the population – those who chose not to complete the
survey.”

12.
Which Salesforce Products?

13.
Top Reporting Challenges

14.
Reporting & Analytics Challenges
 These are common reporting challenges faced by
most Salesforce organizations today
 Reporting is always a topic for conversation:
 It’s hard – because the tools are complex
 It’s complicated – because data is messy
 It’s expensive – because it requires an army of
consultants

15.
But Salesforce HAS reporting
 Yes, it does –
relational, operationa
l reporting
 We use it ourselves
all the time
 We use Indicee to
slice and dice
 We use it to include
related data from
outside of Salesforce

16.
Reporting vs. Analytics
Salesforce Reporting
 Lists
 Invoices, Orders
 Information from a specific point
in time
 What is in your Salesforce
database right now?
 Simple data relationships
 Which Opportunities did we win?
 Which Customers bought shoes?
Indicee Analytics
 Crosstabs, pivot tables
 Slice and Dice e.g. “this by that”
 Key Performance Indicators
 Analysis of trends OVER time
 How does your Salesforce data CHANGE
over time?
 Complex data relationships
 How does the application of Chatter
affect my win rate on Opportunities?
 How many Customers bought specific
brands of shoes in each region this
year, compared to last year?

17.
Indicee is a complete BI
solution, cloud-based for rapid
deployment and immediate
results, delivered by people who
know reporting

18.
Indicee Analytics for Chatter
We help companies take their Social Pulse:
 Measure adoption
 Gain insight into conversations
 Track and measure interactions
 Highlight key contributors
 Identify mission-critical trends

19.
IndiceeAnalyticsforChatter

20.
IndiceeAnalyticsforSales

21.
Indicee Enterprise Platform
Salesforce
Platform
Salesforce
Marketing Cloud
Salesforce
Service Cloud
Salesforce
Sales Cloud
Salesforce
Chatter
3rd
parties

22.
Indicee easily extends your Salesforce solution

23.
Indicee easily extends your Salesforce solution
…plus
Salesforce
Service Cloud?

24.
Cloud Agents attach additional data

25.
Reports and Dashboards extend easily

26.
Who uses Indicee?
"Our Sales Ops team is excited about using the new Indicee Analytics Sales & Chatter app
to correlate Chatter activity with design win metrics.”
- Robert Lacis
Director, Sales Operations, Maxim Integrated

27.
Available in the AppExchange
 Try it for free
 Measure the impact of
Social on you business
 Contact us to discuss
Indicee Analytics for
Service
 craigt@indicee.com
 grahamr@indicee.com
 chatter@indicee.com