reporting vs. analytics
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Reporting or Analytics?Lessons on how and why to choose
First, a little background
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
Indicee is a complete BI solution, cloud-based for rapid deployment
and immediate results, delivered by people who know reporting
How did we get to Cloudforce?(we sponsored the drinks)
Adoption Rate
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
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
Chatter Best Practices
We worked with Salesforce. We worked with Customers. We made our own mistakes.
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!
Work with the Experts
www.acumensolutions.comhttp://www.acumensolutions.com/blog/171/Chatter-Context-and-Finding-Your-Audience/
How many of you are using Chatter?
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
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
Repor
ting vs.
Analytics
Reporting vs. AnalyticsReporting Lists Invoices, Orders Information from a specific point
in time What is in your Salesforce
database right now? Simple data relationships Which Opportunities did we win? Which Customers bought shoes?
Analytics Crosstabs, pivot tables Slice and Dice e.g. “this by that” Key Performance Indicators Analysis of trends OVER time How does your Salesforce data CHANGE
over time? Complex data relationships How does the application of Chatter affect
my win rate on Opportunities? How many Customers bought specific
brands of shoes in each region this year, compared to last year?
DEMONS
TRATION
What Next? Get It Now! Indicee
Analytics from the AppExchange
Stop by our office and discuss your reporting challenge