QlikView | Systems Data Sheet | Salesforce




QlikView for Salesforce                                                                      Representative Salesforce
                                                                                             Customers with QlikView                       <
                                                                                                                                           R
Enabling CRM data visibility                                                                                                               C

at the speed of business                                                                     Competence Climber Sweden AB                  (
                                                                                             LANDesk
                                                                                             Preferred Real Estate
Through the Force.com AppExchange, QlikView simplifies integrating Business                   Soliditet AB
Intelligence (BI) with a proven CRM “Platform as a Service” for user-driven                  SonicWALL
dashboards, analysis, and reports. Traditional BI applications, even when
pre-integrated for download and use with Salesforce, cannot hide the complexity
to deliver relevant, timely information to end users. QlikView for Salesforce from
AppExchange, is a business analysis solution that enables Salesforce users
with instant, ubiquitous visibility into their CRM data for smarter decision
making at the speed of business.



                                             tion of their needs and data relevance to     QlikView for Salesforce can easily be
In today’s fast moving economy, it’s         each business user when applications are      accessed within Salesforce as a custom
essential for businesses to quickly and      finally developed. As a result, acceptance    tab or as embedded QlikView graphs,
cost effectively make smarter decisions      by users can be difficult and ROI delayed     tables, and charts within other Salesforce
that maximize each customer interac-         – if ever achieved.                           tabs. Also, QlikView for Salesforce works
tion and sales opportunity. Key to this is                                                 offline, so users have visibility into all
the ability to free all CRM information                                                    of their CRM data for smarter decision-
                                             Salesforce users demand simple, easy          making wherever they may be.
                                             technology that they can control without
                                             having to depend on IT. QlikView for          QlikView can be implemented in hours.
                                             Salesforce takes the complexity out of        Salesforce users can be trained and
                                             your CRM analysis to deliver unprec-          working smarter in minutes with better
                                             edented visibility into all of your CRM       information to drive better decisions and
                                             data at the click of a button, empowering     enterprise performance.
                                             you to make smarter decisions to enhance
                                             business performance and customer sat-        Thousands of organizations worldwide,
                                             isfaction. QlikView improves Salesforce’s     spanning every industry, have turned
                                             value by enabling business users to visual-   to QlikView for the timely insights
                                             ize all of their customer interaction data    needed to improve sales, marketing and
                                             across an unlimited number of dimensions      customer service performance. Execu-
                                             and analyze information in any direction      tives, analysts, sales teams, marketers,
                                             against underlying data sources – right       call center staff and IT departments rely
trapped within various corporate systems     down to the transaction level.                on QlikView’s unmatched flexibility
and put it in the hands of users who are                                                   and ease of use for clear visibility into
best equipped to use that information        Unlike traditional BI, QlikView works         customers and CRM processes, enabling
to make decisions. To leverage the true      the way the human mind works, making          you to:
power of your CRM investments, control       associations by connecting data from
of business analysis applications must       many sources in a few clicks. With so
shift from IT to business users. Unfortu-    many companies running multiple busi-
nately, traditional data-cube technology     ness systems, QlikView offers an alterna-        opportunities
even when pre-integrated for use with        tive to data consolidation confusion by
Salesforce requires substantial invest-      relating information within Salesforce           service and support delivery
ments in long, complex IT projects. Sales-   and other enterprise systems for seamless
force users must rely on IT’s interpreta-    visual analysis, dashboards and reports.
QlikView | Systems Data Sheet | Salesforce



  Working Smarter                                                                                  to plan, execute, track and measure joint
                                                    The Internet broadens market reach as          initiatives. QlikView analysis of Salesforce
  with Salesforce                                   well as provides the means to capture          data, often integrated with data from
                                                    customer information that improves
                                                    segmentation, targeting, loyalty programs,     to more effectively grow, manage and op-
  Analytics based on traditional BI requires        marketing campaigns and more. The chal-        timize profitable partner relationships and
  anticipating every question and then              lenge is timely access to actionable data to   reduce exposure to unprofitable partners.
  waiting days and weeks for IT to build the        capitalize on opportunities when margins
  analysis. QlikView operates intuitively so        are highest. Using QlikView to integrate
  executives can query data, change analysis        and analyze data from Salesforce and other     QlikView analysis reduces the effort and
  “on the fly” and follow their thought paths       sources, marketers can quickly identify        resource requirements for IT departments
  to wherever they may lead for immediate           demand trends and customer behaviors           to manage equipment, systems utiliza-
  answers to often complex business ques-           in different geographic locations; adjust      tion, applications versioning, IT service
  tions. QlikView provides all BI capabilities      product offerings, pricing and messaging       levels, incident tracking, outsourcing,
                                                    by channel or region; and more easily          and IT budgeting and spending. With
  predictive analysis, “what-if” scenarios          share data throughout their enterprise         Salesforce users empowered to create
  and more – but much faster, from within           and with business partners.                    more of their own analysis and reporting
  Salesforce, at the speed of thought.                                                             in QlikView, skilled IT resources spend
                                                                                                   more time focusing on capital projects to
                                                    With service and support now a leading         improve enterprise performance.
  Demand shifts and opportunities to ex-            measure of customer centricity across
  ploit market variances require real-time          industries, timely analytics on service
  insights into customers, buying behav-            offerings and delivery are critical to busi-
  iors, product mix, sales performance and          ness success. Using QlikView, service and      CRM success depends not only on
  trends. Knowing which channels, sales             support managers improve insights into         Salesforce, but on the users themselves
  reps, customers, products and service             service bundling, service quality, issue       making the right decisions. Leading
  programs are performing – and which               resolution times, perceived value and prof-    companies worldwide use QlikView to
  are not – offer tremendous competitive            itability of warranty and service agree-       easily access and visually analyze their
  and profit advantages if data hidden              ments, performance of service agents and       Salesforce data for timely insights into
  in Salesforce and other systems can be            more to acquire and retain customers.          customers and trends to make smarter
  fully leveraged. QlikView for Salesforce                                                         decisions, improving CRM performance
  enables sales teams with the visibility for                                                      and competitive advantage.
  more timely and accurate alignment of             Challenges of attracting and motivating
  product and sales strategies to improve
  margins, increase revenue and build more          programs built on recruitment, collabora-
  profitable customer relationships.                tion, information sharing and capabilities



       IT Resource Utilization & End User Support                                                             Balanced Scorecard
       Platform Coherence across Multiple Users                                                               Performance Management
       Information Security                                                                                   Predictive Analysis
       IT Budget Forecasting & Tracking                                                                       What-if Analysis
       Operational Systems Optimization                                                                       Activity-Based Management




Partner Recruitment & Planning Analysis                                                                            Sales Planning & Territory Analysis
Joint Marketing Campaign Performance                                                                               Account Up-Sell / Cross-Sell Analysis
Deal Registration Analysis                                                                                         Sales Pipeline & Forecast Analysis
Sales Opportunity & Forecasting Analysis                                                                           Conversion Rate Analysis
Service Performance Analysis                                                                                       Win-Loss Analysis




      Service Quality Analysis                                                                                Market & Customer Demographics Analysis
      Customer Issue Analysis                                                                                 Campaign Performance Analysis
      Service Channel Analysis                                                                                Search Engine Campaign Analysis
      Call Center & Agent Metrics                                                                             Purchasing Trend Analysis
      Contact & Activity Analysis                                                                             Lead, List and Activity Management




                                                                                                                 www.qlikview.com

Easily Visualize & Access Salesforce Data

  • 1.
    QlikView | SystemsData Sheet | Salesforce QlikView for Salesforce Representative Salesforce Customers with QlikView < R Enabling CRM data visibility C at the speed of business Competence Climber Sweden AB ( LANDesk Preferred Real Estate Through the Force.com AppExchange, QlikView simplifies integrating Business Soliditet AB Intelligence (BI) with a proven CRM “Platform as a Service” for user-driven SonicWALL dashboards, analysis, and reports. Traditional BI applications, even when pre-integrated for download and use with Salesforce, cannot hide the complexity to deliver relevant, timely information to end users. QlikView for Salesforce from AppExchange, is a business analysis solution that enables Salesforce users with instant, ubiquitous visibility into their CRM data for smarter decision making at the speed of business. tion of their needs and data relevance to QlikView for Salesforce can easily be In today’s fast moving economy, it’s each business user when applications are accessed within Salesforce as a custom essential for businesses to quickly and finally developed. As a result, acceptance tab or as embedded QlikView graphs, cost effectively make smarter decisions by users can be difficult and ROI delayed tables, and charts within other Salesforce that maximize each customer interac- – if ever achieved. tabs. Also, QlikView for Salesforce works tion and sales opportunity. Key to this is offline, so users have visibility into all the ability to free all CRM information of their CRM data for smarter decision- Salesforce users demand simple, easy making wherever they may be. technology that they can control without having to depend on IT. QlikView for QlikView can be implemented in hours. Salesforce takes the complexity out of Salesforce users can be trained and your CRM analysis to deliver unprec- working smarter in minutes with better edented visibility into all of your CRM information to drive better decisions and data at the click of a button, empowering enterprise performance. you to make smarter decisions to enhance business performance and customer sat- Thousands of organizations worldwide, isfaction. QlikView improves Salesforce’s spanning every industry, have turned value by enabling business users to visual- to QlikView for the timely insights ize all of their customer interaction data needed to improve sales, marketing and across an unlimited number of dimensions customer service performance. Execu- and analyze information in any direction tives, analysts, sales teams, marketers, against underlying data sources – right call center staff and IT departments rely trapped within various corporate systems down to the transaction level. on QlikView’s unmatched flexibility and put it in the hands of users who are and ease of use for clear visibility into best equipped to use that information Unlike traditional BI, QlikView works customers and CRM processes, enabling to make decisions. To leverage the true the way the human mind works, making you to: power of your CRM investments, control associations by connecting data from of business analysis applications must many sources in a few clicks. With so shift from IT to business users. Unfortu- many companies running multiple busi- nately, traditional data-cube technology ness systems, QlikView offers an alterna- opportunities even when pre-integrated for use with tive to data consolidation confusion by Salesforce requires substantial invest- relating information within Salesforce service and support delivery ments in long, complex IT projects. Sales- and other enterprise systems for seamless force users must rely on IT’s interpreta- visual analysis, dashboards and reports.
  • 2.
    QlikView | SystemsData Sheet | Salesforce Working Smarter to plan, execute, track and measure joint The Internet broadens market reach as initiatives. QlikView analysis of Salesforce with Salesforce well as provides the means to capture data, often integrated with data from customer information that improves segmentation, targeting, loyalty programs, to more effectively grow, manage and op- Analytics based on traditional BI requires marketing campaigns and more. The chal- timize profitable partner relationships and anticipating every question and then lenge is timely access to actionable data to reduce exposure to unprofitable partners. waiting days and weeks for IT to build the capitalize on opportunities when margins analysis. QlikView operates intuitively so are highest. Using QlikView to integrate executives can query data, change analysis and analyze data from Salesforce and other QlikView analysis reduces the effort and “on the fly” and follow their thought paths sources, marketers can quickly identify resource requirements for IT departments to wherever they may lead for immediate demand trends and customer behaviors to manage equipment, systems utiliza- answers to often complex business ques- in different geographic locations; adjust tion, applications versioning, IT service tions. QlikView provides all BI capabilities product offerings, pricing and messaging levels, incident tracking, outsourcing, by channel or region; and more easily and IT budgeting and spending. With predictive analysis, “what-if” scenarios share data throughout their enterprise Salesforce users empowered to create and more – but much faster, from within and with business partners. more of their own analysis and reporting Salesforce, at the speed of thought. in QlikView, skilled IT resources spend more time focusing on capital projects to With service and support now a leading improve enterprise performance. Demand shifts and opportunities to ex- measure of customer centricity across ploit market variances require real-time industries, timely analytics on service insights into customers, buying behav- offerings and delivery are critical to busi- iors, product mix, sales performance and ness success. Using QlikView, service and CRM success depends not only on trends. Knowing which channels, sales support managers improve insights into Salesforce, but on the users themselves reps, customers, products and service service bundling, service quality, issue making the right decisions. Leading programs are performing – and which resolution times, perceived value and prof- companies worldwide use QlikView to are not – offer tremendous competitive itability of warranty and service agree- easily access and visually analyze their and profit advantages if data hidden ments, performance of service agents and Salesforce data for timely insights into in Salesforce and other systems can be more to acquire and retain customers. customers and trends to make smarter fully leveraged. QlikView for Salesforce decisions, improving CRM performance enables sales teams with the visibility for and competitive advantage. more timely and accurate alignment of Challenges of attracting and motivating product and sales strategies to improve margins, increase revenue and build more programs built on recruitment, collabora- profitable customer relationships. tion, information sharing and capabilities IT Resource Utilization & End User Support Balanced Scorecard Platform Coherence across Multiple Users Performance Management Information Security Predictive Analysis IT Budget Forecasting & Tracking What-if Analysis Operational Systems Optimization Activity-Based Management Partner Recruitment & Planning Analysis Sales Planning & Territory Analysis Joint Marketing Campaign Performance Account Up-Sell / Cross-Sell Analysis Deal Registration Analysis Sales Pipeline & Forecast Analysis Sales Opportunity & Forecasting Analysis Conversion Rate Analysis Service Performance Analysis Win-Loss Analysis Service Quality Analysis Market & Customer Demographics Analysis Customer Issue Analysis Campaign Performance Analysis Service Channel Analysis Search Engine Campaign Analysis Call Center & Agent Metrics Purchasing Trend Analysis Contact & Activity Analysis Lead, List and Activity Management www.qlikview.com