1. Reporting or Analytics?
Lessons on how and why to choose

2. First, a little background

3. Who are we?
 Graham Ross, VP Product
 Craig Todd, Dir. Customer Success
 150+ years in Business Intelligence
 Crystal, Business Objects & SAP
 CEO part of the Crystal founding team
 CTO was Chief Scientist
 Product, Marketing and Sales experts
 Principal Architects, Senior Developers

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

5. How did we get to Cloudforce?
(we sponsored the drinks)

6. Adoption Rate

7. 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

8. Who’s Using It?
 Indicee Analytics for Chatter is already running
at companies you know:
 Cars.com
 Food Perspectives
 Brown Forman
 Medtronic
 and many more

9. Chatter Best Practices
 We worked with Salesforce.
 We worked with Customers.
 We made our own mistakes.

10. Fail fast. Learn fast.
 Find the Champions
 Identify Your Own Best Practices
 Sometimes cat pictures are great!
 Design a strategy
 When to #hashtag, who to @mention
 Lay down a few rules
 If you wouldn’t say it in public, don’t say it on Chatter!
 Train users!

11. Work with the Experts
www.acumensolutions.com
http://www.acumensolutions.com/blog/171/Chatter-Context-and-Finding-Your-Audience/

12. How many of you are using Chatter?

13. Reporting and Analytics
 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

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

18. What Next?
 Get It Now! Indicee
Analytics from the
AppExchange
 Stop by our office
and discuss your
reporting challenge