The document discusses the intersection of business intelligence (BI) and customer relationship management (CRM). It notes that both BI and CRM solutions are increasingly in demand by clients as next-generation technologies that go beyond just software. The document outlines some of the key benefits that BI and CRM provide, such as driving higher sales efficiency, measuring sales pipeline trends, analyzing customers across data sources, and increasing opportunities for cross-selling and up-selling. It also discusses trends toward mobile access, social media integration, big data, and the cloud.

1. The Intersection of Business Intelligence & CRM
From Data to Insights
David J. Rosenthal
President & CEO
Atidan

2. It takes more than just software to create truly intelligent
data mining and customer relationship management
solutions. Learn why BI and CRM solutions are the next-
generation technologies your clients are demanding, and
what steps you should take to sell these types of tools.

3. Why is This an Opportunity?
It is essential for businesses to make
quick decisions to maximize each
customer opportunity
Q: How many are
utilizing CRM today
for your own
business?

4. What is Important to Your Customers?!
• Drive higher levels of sales efficiency and
effectiveness
• Measure pipeline trends across the entire sales
cycle
• Analyze customers and prospects across
multiple dimensions and data sources
• Plan and track more effective marketing
campaigns and linked sales activities
• Increase demand generation, cross-sell and up-
sell opportunities

5. 360⁰ Customer View
From www.acrotrend.com

6. Simple, Insightful & Mobile

7. About Advanced Visual Analytics
• Dynamic data content
• Visual querying
• Multiple-dimension, linked
visualization
• Animated visualization
• Personalization
• Business-actionable alerts

8. Demo

10. Data & Decisions for Everyone

11. Convergence & Trends
CRM BI
Empowerment Integration
Mobile
Big
Data
One-to-one Internationalization
Marketing
Cloud Social

12. Where is the Channel Opportunity?
From softwarestrategiesblog.com

13. Data From Every Device,
Transaction & Action

14. Parting Thoughts
• Careful planning
– Targeted industries & technology platforms
– Complement your existing solutions
• Small & Fast steps
– Quickly changing industry
• Partnerships
– We are ‘better together’
– Expert experience required

15. Questions?
David.Rosenthal@Atidan.com
1-215-825-5045 x5001

16. Appendix
Screen shots have been sourced from a variety of vendors.
All product and company names herein may be trademarks of their registered owners.

17. Why BI Can be Complex
1. Data sources: where the data comes from 4. Dashboards
2. Data rationalization – mapping apples to oranges. 5. Exploration and discovery
This layer includes: 6. Advanced and predictive analytics
1. Virtualized data access 7. Process analytics
2. Extract, transform, load (ETL) 8. Analytical performance management
3. Business event processing 6. Data delivery – where it all ends up:
4. Complex event processing (CEP) 1. Alerts
5. Text and natural language processing (NLP) 2. Actions
6. Data quality 3. Portal
7. Master data management (MDM) 4. Collaboration
8. Data governance enabling tools 5. Mobile
9. Direct data source access 6. Office apps
3. Derived data sources – where a single enterprise 7. Other components that span all layers of the BI
data warehouse (EDW) may not be a practical reference architecture:
option: 1. Integrated metadata
1. Staging areas 2. Information life-cycle management (ILM)
2. Operational data store (ODS) 3. Enterprise content management (ECM)
3. Data warehouse (DW) 4. “BI out of the box” applications
4. Data marts 5. BI on BI
5. OLAP cubes 6. Embedded BI / BI services
4. Analytical data virtualization or semantic layers 7. Big data
5. Data usage – what business users touch and feel:
1. Reports
2. Ad-hoc queries
3. OLAP