SalesLogix Advanced Analytics

Transcription

1 SalesLogix Advanced Analytics

2 SalesLogix Advanced Analytics Benefits Snapshot Increase organizational and customer intelligence by analyzing data from across your business. Make informed business decisions and shape strategic priorities based on actionable analysis. Extend your competitive advantage by focusing attention and resources on the most profitable business activities. Enable users at every level to gain the insights they need to identify drivers of and barriers to success.

3 Experience superior INTERACTIVE VISUAL ANALYTICS capabilities Utilize interactive controls to define dashboard parameters and metrics, methods of calculation, data to display and more. Select data elements, mark records, and drill into multiple levels of details. Create new visualizations with drill-down data and change the way data is summarized through pivoting. View a list of individual records that contribute to the values in a dashboard. Locate specific records that are causing issues or contributing to success. Utilize hierarchy, range and list filters to limit dashboard data based on a date range, opportunity value, individual sales person and more. Select from multiple graphically-rich charts and visualization tools including Bar, Pie and Line charts, Combination charts, Tree Maps, Heat Maps, Scatter Plots, and Bubble Charts. Include multiple analyses as tabs within a dashboard. Each tab may contain a set of charts, grids and other controls for analyzing data. Access convenient toolbar controls for undo/redo, export to Excel, PDF and CSV, and to print charts, tables or entire dashboards.

4 Utilize PRE-BUILT INTERACTIVE DASHBOARDS to analyze performance and trends Leverage a comprehensive library of pre-built, interactive dashboard content and metrics that span CRM functions, including Sales, Marketing, and Customer Support. Assess key sales performance metrics with pre-built dashboards covering Sales by Geography, Historical Sales, Sales Forecast, Sales Pipeline, Win/Loss, Opportunity Trends, Ranking and Productivity Analysis. Measure the effectiveness of marketing campaigns using the Campaign Analysis dashboard to analyze response metrics and determine ROI. Improve customer service and support by acting on insights provided by dashboards covering Ticket Volume Trend, Open and Closed Tickets, and Ticket Activities.

5 Deploy and manage easily for LOW TCO Deploy Standard Users Licenses for all CRM end-users and a Professional User License for developers and administrators to create and publish custom dashboards, tabs and queries, integrate new data sources and manage user profiles. SalesLogix Advanced Analytics is fully-integrated with the SalesLogix Web clients, enabling seamless interaction, quick access via the navigation bar and single sign-in. Rely on sophisticated security to manage administration rights and access to sensitive data. SalesLogix Advanced Analytics strictly enforces the data security profiles defined in SalesLogix for users and teams In-memory analytics and data compression techniques enable fast, powerful analysis of data and minimize use of memory. Analyze data from multiple sources of data, including SalesLogix, ERP and business management solutions, Web services, CTI/Telephony systems, spreadsheets and more. Perform administration quickly and easily via the SalesLogix Administrator and a flexible data mapping tool.

6 SalesLogix Analytics Family Advanced Analytics Analysis across multiple data sources Ad-hoc, multi-dimensional analysis Advanced visualizations What-if analysis Predictive, strategic, specialized analysis SalesLogix CRM Core Analytics Rich dashboard experience Track KPIs For all end users Static content (not an ad-hoc analysis or discovery tool)

7 Advanced Analytics Clients Standard Professional Appropriate for all end users Core discovery tools Drill to details Pivot to summarize data in different ways Filter analysis to what you need to see Powerful visualizations Advanced analysis Statistical analysis What-if analysis capabilities For developers and administrators No boundaries analysis Create new content as needed and publish to team members Create complex calculations Bring data in from new sources Full development tool Development/IT Manage data model Create new views Manage users

8 Integrated with Web and Windows Embedded into both Web and Windows SalesLogix clients Single sign-on Easy Access through SalesLogix Navigation Bar Open multiple dashboards Switch to different views and return to dashboard

9 Drilling and Pivoting Data Marking Select the records that you want to drill on View corresponding data in related charts and tables Pivoting Select the dimension or value desired for summarizing the data Hierarchies Use a slider control for expanding and collapsing values based on their level in a hierarchy

10 Drill to Details Drill to, and view the list of individual transactions or records used in a chart or table Identify specific records that are causing problems or contributing to success

11 Filter Data Filter data based on one or more filter settings List-based filters Search for a specific value in a list of filters Select one or more values to filter by Range filter Select a beginning and ending point for a range of values Hierarchy filter Filter entire levels of a hierarchy Navigate through hierarchy to locate specific values to filter by Hierarchy Filter Range Filter List Filter

12 Advanced Visualizations Rich graphics Multiple chart types Bar, Pie and Line charts Bubble charts Tree map and many more

13 Multiple Tabs per Dashboard Group multiple analyses as tabs in a single dashboard Each tab may contain a set of charts, grids and other controls needed for analyzing data

14 Export and Print Export data to Excel, PDF and other formats Print individual charts and tables, or print the entire tab Un-do/Re-do

15 Interactive Controls Input parameters allow for variable inputs to determine the results of the dashboard Change dimension used to summarize data Select year to include in charts and tables Select a metric to display Determine method for calculating metrics Show/hide details

16 SalesLogix Data Security Dashboards secured using SalesLogix user data security codes End users see only the data they can see in SalesLogix Professional client does not secure data Accounts Activities Contacts

17 User Security Leverage Spotfire and SalesLogix Role Security Create roles granting access to users Administrator o Access to Information Model o User management o Same data security as SalesLogix Administrator Power User o Access to Professional client o Ad-hoc analysis Standard User o Access to Standard client o Read-only analysis Single sign-on Add and manage users in SalesLogix Spotfire uses SalesLogix credentials

18 In-memory Analytics Advanced Analytics leverages the in-memory analysis capabilities of TIBCO Spotfire Data loaded into memory once for all users Each user adds small overhead Data refreshed at specified interval (e.g. nightly) Data is compressed to minimize use of memory In-memory analysis provides fast, powerful analysis of data In-memory = Fast Queries Advanced Analytics Compressed data means smaller memory u

19 Analyze Any Data Source Extract data from SalesLogix, ERP applications, Web services, CTi (Telephony) systems, Spreadsheets, CSV files, etc. Data must be related to SalesLogix data by joining to main entity such as Account Data can be joined through Advanced Analytics and does not need to reside in SalesLogix schema Data must be used for CRM-related analysis

20 Administration Access via SalesLogix Administrator user Manage Advanced Analytics through setup Associate SalesLogix navigation bar buttons to dashboards by providing links Provide information for connecting to TIBCO Spotfire servers Map data for common analysis Allows for any data to be mapped into a single set of values Sales process stages are mapped to single set of stages that are used in the Pipeline Analysis dashboard

21 Information Model Robust Information Model provided, allowing easy customization and creation of content Information Links (queries) created around each major entity in SalesLogix (accounts, contacts, opportunities, etc) Information links provide rich set of metrics and dimensions that can be used in dashboards Data used in the Information Links is defined in the Information Model Defines where the data is coming from Specifies the type of data and other attributes Calculations are also defined here

22 Customization Create new or edit existing content Create new dashboards or tabs within dashboards Easily done by users that are not developers or IT personnel Create new or edit existing queries, or edit existing ones Define new queries that dashboards can be based on Queries are called Information Links in TIBCO Spotfire Create new metrics or data that can be used in queries Map new metric or data column to data source, including data sources outside of SalesLogix Define new metric in Information Model so that it can be used by many different queries that the dashboards are based on

23 Compatibility Checklist SalesLogix v7.5.4 and v8.0 LAN Web Recommended hardware Web Player Server memory: 4-8GB will suffice in most cases Thin-client Spotfire viewer does not have significant hardware requirements Database OS All supported databases for SLX v7.5.4 and v8.0 All supported operating systems for SLX v7.5.4 and v8.0

24 Sales by Geography Dashboard Sales Key Objectives: View geographical breakdown of sales Identify trends or issues that are regional in nature

25 Historical Sales Dashboard Sales Key Objectives Identify top sales people Identify top customers Understand what is selling and what is not Determine how sales team can be more successful

26 Sales Forecast Dashboard Sales Key Objectives: Determine if forecast/quota will be met for each sales period Identify who will make their numbers

27 Sales Pipeline Dashboard Sales Key Objectives: Identify deals that have been in the pipeline too long Identify weakness in the pipeline Move things through pipeline as quickly as possible

28 Win/Loss Dashboard Sales Key Objectives: Determine win/loss trend Identify people and areas with highest/lowest win rates

29 Opportunity Trends Dashboard Sales Key Objectives: Identify key sales trends for closed opportunities Compare year/year performance for key sales metrics

30 Ranking Analysis Dashboard Sales Key Objectives: Identify top and bottom performers based on key sales metrics Provide insight into why top performers are succeeding, and why bottom performers are not

31 Productivity Analysis Dashboard Sales Key Objectives: Monitor sales activities over time Tie productivity to sales performance

32 Campaign Analysis Dashboard Marketing Key Objectives: Monitor current campaign performance Compare performance of campaigns Determine why some campaigns are more successful than others

33 Ticket Volume Trend Dashboard Support Key Objectives: Identify trends with volume of tickets and the time required to close them Understand who is shouldering the biggest load

34 Closed Tickets Dashboard Support Key Objectives: Determine who is processing the most tickets Determine time required to close tickets Identify categories/areas where tickets are coming from Measure tickets closed on first call

35 Open Tickets Dashboard: Support Key Objectives: Determine the age of tickets that are currently open Identify categories/areas of open tickets Discover which reps currently have the heaviest load

36 Ticket Activities Dashboard Support Key Objectives: Determine which reps are being the most productive Identify the total time spent on activities

37 Contact Cassopolis, Michigan Office: Web: Accelerate Business Success with CRM Blog: