Qlik integration with Salesforce is unique, powerful and differentiating, this presentation provides insights into the options users of the Qlik platform have

1. Bridging Salesforce and
Modern Analytics
Feb 26th, 2019
Chris Reiter
Sr. Solution Architect
Daniel Pilla
Sr. Enterprise Architect

2. 2
Visualization alone is insufficient
Guess who?

3. 3
The Associative Difference®
vs.
✓ All your data
✓ Explore without boundaries
✓ Speed of thought
✓ Unexpected insights
The Qlik Associative Engine
x Partial subsets of data
x Restricted linear exploration
x Slow performance
x “Ask, wait, answer” cycle
Query-Based Tools

4. 4
ANALYTICS
Data Manager
(ETL from Publishing, Big Data
Index + other data sources)
Data Lake Pipeline(1), (2)
(Orchestration, automation, analytics
ready datasets)
Data Catalog(2)
(Profiling, Lineage, Governance and
Provisioning, Validation, Audit )
Marketplace/Publishing (2)
(Storefront, Shopping Cart/Checkout)
Change Data Capture (1)
(Real Time streaming, Replication, Cloud
Delivery)
Visualization alone
is insufficient
(1) (2)
What is the new Qlik platform?
A modern analytics platform providing options to enable the entire Data, Analytics and Decisions supply chain
Data Science
(Cognitive Engine, Insights Advisor
& Integration with Python/R/DataRobot)
Functions/Expressions
(Statistics, TVOM, Text,
Variables, Set Analysis)
Geo Spatial
(Full library of
Geo Calcs, mapping)
Associative Engine
(in memory, “full outer join”, search, open api’s)
Reporting
(PDF, Alerting, Office Integration)
Mobile first
(Online & Offline, BYOD, EMM Integration)
Custom applications
(Containers, Chatbots, OEM, api’s)
Governed Self Service
Guided Dashboards
Embedded analytics
(3rd party integration, mashups, api’s)
• From extracting raw data to insights & decisions

5. 5
Customer Engagements
• Account & Channel Relationship Management
• Customer Segmentation/Targeting & Call Lists
• Acquisitions, Renewals & Churn
• Historical/Demographic Purchasing Patterns
• Customer Satisfaction & Advocacy
Market Segmentation
• Trending and Whitespace Analysis
• Territory Design
• What-If Analysis
• Compensation and Quota Optimization
Strategy
• Territory Analysis
• Cross-Functional Alignment
• Sales Cycle Analysis & Negotiation Analysis
• Transparency
• Product/Pricing Mix
Pricing & Profitability
• Income P&L Breakdown, EBIT & ROI
• What-If Analysis
• Revenue & Margin (Pricing & Discount Analysis)
• Resource and Growth Allocation
• COGS and Expense Analysis
Operational
• Forecasting
• Budgeting
• Investment Opportunities & Returns
• Campaign Planning
• Expense Management
Product Analysis
• Availability, Configuration, & Mix
• Profitability/Margins
• Cross-sell / Up-sell
• Customer Satisfaction & Advocacy
• End-of-life, Seasonality and Supply/Demand Models
• Promotions, Coupons & Discounting
Pipeline Management
• Lead & Opportunity Progression
• Forecast Accuracy & Conversion Analysis
• Predictive Capabilities
• Single View of Leads, Contacts, Accounts & Campaigns
• Multiple Data Dimensions
Process and Procedures
• Balancing Stakeholder Priorities
• Agile/Fast-Paced Decision Making
• Collaboration and Reporting
• Sales Cycles and Stages
• Risk Resolution
Sales Performance Solution Areas

6. 6
• $100 million added revenue from monitoring and quickly addressing sales support & service contracts
• $4m in cost saving attributed to Qlik
• 96% year over year increase in sales productivity
• 12 weeks for entire deployment
• £1+ million saved by stock loss and sales analysis
• 70%+ of sales staff use Qlik everyday to review performance
• 5000+ branch sales users deployed in < 6 months
• Big Data: 4.3 million customers with 260 million agreements and 800 billion cells analyzed in Qlik
• 99% reduction in time spent on sales-related reporting
• Reduced audit time for 3 weeks to 2-3 days
• 17% sales growth over 2 yrs attributed to Qlik
• $400,000 savings achieved over a period of two years
• 50% increase in customer response times
Sales Performance Results with Qlik

7. 7
Points of
Integration

8. 8
What is Qlik Sense Integration with SFDC?
Salesforce Connector (Data) SAML Authentication
& Section Access
Embedding with the Single
API or Capabilities
(Integration) APIs

9. 9
Data Integration

10. 10
Salesforce Report Connector

11. 11
Qlik Salesforce Connector
Qlik Salesforce Connector
Optional QVD
Layer
*Incrementally load
index files

12. 12
Data from Anywhere

13. 13
Associate All of Your Data
Opportunities
Contacts
Accounts
Quota
Quota CalendarCalendar
Demographic Data
Weather Data Shipping Data
HR Data Web Traffic Data
Financial Data
Expense Data
Marketing Data

14. 14
Data Connector
Demo

15. 15
Embedded
Integration

16. 16
• Recreate Salesforce Data model as
needed for use case
• Combine Salesforce data with other
tech (Marketo, DataHug, ERP, Geo)
Qlik Application using Salesforce Data Model

17. 17
Qlik App Demo

18. 18
Analytics
Integration

19. 19
Qlik Application in Salesforce Tab
Full Qlik Sense Experience

20. 20
Qlik Application in Salesforce Tab
Selected Sheets Only

21. 21
Qlik App in
Salesforce Demo

22. 22
HTML Web Page Mashup

23. 23
HTML Mashup
Demo

24. 24
SalesForce1 Integration

25. 25
Salesforce1 Demo

26. 26
Integrate with Salesforce Variables for Dynamic
Focus

27. 27
Integrated
Variables Demo

28. 28
Embedding Qlik Sense with JavaScript
Building visualizations on the fly or referencing existing

29. 29
Salesforce
Capability API
Demo (JS)

30. 30
Leveraging AAI Embedded in SFDC
Python, R, & more

31. 31
Python Traveling
Salesman Demo in
SFDC

32. 32
Security
Integration

33. 33
Leverage Existing Salesforce Attributes
Session-based Access Control in Sense

34. 34
Integrated
Authorization
Demo