Metrics have always been essential to successful business management. In today’s business climate metrics now matter more than ever because they can help an organization improve its performance and efficiencies. Simply put, you cannot manage what you don’t measure. This Slideshare presentation focuses is on the high-level question of, Are You Metrics Driven?

1. Are You Metrics Driven? A presentation on Business Analytics built by Infinity Info Systems and Delivered on Slideshare

2. If I can’t measure it, I can’t manage it…

3. SFA CRM SUITE BUSINESS ANALYTICS VERTICALAPPLICATION The Evolution of CRM & Business Analytics

4. The Business Drivers of Business Analytics Gartner Survey of 300 attendees at the North American and European Gartner Business Intelligence Summits in 2008

5. “Some companies have built their very business on their ability to collect, analyze, and act on data”

6. "If you don't measure something, you can't change it. The process of leadership is one of painting a vision, then saying how you're going to get there, and then measuring whether you're actually getting there. Otherwise, you risk only talking about great things but not accomplishing them.”

7. “For me, goals and daily metrics are the key to keeping me focused. If I don’t have access to the right stats, every day, it is so easy for me to move on mentally to the next thing. But if I have quick access to key metrics every day, my creativity stays within certain bounds–my ideas all center on how to achieve our goals.”

8. CRM Analytics Framework CustomerLife-Cycle engage service customerpattern transact Fulfill Customer RelatedBusiness Processes CRM /Analytics TechnologyEcosystems channel operationalcrm analyticalcrm sales marketing service offer collaborativecrm

9. Business Analytics & CRM go hand-in-hand. The integration between the two strategies is crucial for growth. Inside Sales Marketing ANALYTICS Telemar Outside Sales Service Hotline Hotline CRM

10. 1) What are the right metrics? Reporting Analysis 2) How to measure each metric? Dashboard 3) How to identify each target or goal?

11. Data is King Websites CRM ERP Other Systems Collect, Consolidate & Cleanse

12. Integrated CRM & Business Analytics initiatives are often complex without the right support.

13. Infinity Analytics simplifies the complexity of customer focused metrics by using a proprietary data model that is focused on dates and their associated relationships Dates & Relationships

14. The RAPID Methodology

15. The RAPID Methodology The RAPID methodology streamlines the time to get from concept to working dashboard

17. Management Dashboards

18. Activity -Based Management

20. Activity Management

21. Segmentation

23. Pipeline Management

24. Sales Cycle Analysis

26. Pipeline Reporting

27. Territory Analysis

29. Lead Conversion Analysis

30. Cost/Results Reporting

32. Call Statistics

33. Service level trends and analysis

36. Let’s Breakdown Business Analytics Across Multiple Business Functions Executives Marketing Sales Customer Service

37. Business Analytics for the Executive Measure Key Performance Indicators Across the Business A high level overview of the key metrics and trends.

38. Business Analytics for Marketing Shows all open opportunities in a funnel and timeline chart. Also allows sorting and selection by several parameters such as Account, Description, Product, Rep, Territory, etc. There are also additional detail charts and tables.

39. Business Analytics for Better Sales Performance Monitor actual sales and identify year over year results. Can also track performance against quotas by rep, team, product, etc.

40. Business Analytics for Better Customer Service Monitor service tickets or cases and determine key trends such as # open, # closed, issues areas, avg days open, and ticket details

43. Chart and Report Engine

44. Analysis Engine

45. Data Compression

46. IntegrationUser Interface, Dashboards, Scorecards, Reports Lots of tools Multiple vendors IT driven Months to change High Cost One tool One vendor End user driven Minutes to change Low Cost OLAP, Query and Reporting tools Data Marts Data Warehouse Integration Layer (ETL) Unstructured Data Unstructured Data CRM CRM ERP ERP Source: QlickView

48. Much more visual and interactive

49. Typically 3-5x faster to build a DAR solution versus a canned report with Crystal

50. Charts, graphs, etc can be changed by user

52. Pre-Built canned reports

53. Typically printed or distributed via PDF

54. Requires expertise and a developers license to make changes

56. Founded in 1987, Infinity Info Systems develops Customer Relationship Management (CRM) and Business Analytics solutions for clients in the financial, life sciences, business services, media and manufacturing/distribution industries around the world. Infinity’s technology solutions, services, training and support help organizations become more profitable by improving sales and marketing effectiveness. Infinity has trained more than 130,000 professionals and successfully implemented more than 3,500 CRM systems. Visit www.infinityinfo.com or call (800) 354-4228 to learn more about Infinity Info Systems. Infinity Info Systems partners:

57. PRACTICE AREAS CRM Business Analytics Mobility Web Enablement Consulting Project Management Training Sales & Support RAPID Methodology

58. Next Steps to Get Metrics Driven? Learn more about Business Analytics, CRM and Infinity Info Systems: 1 2 Visit our website at: Call us at: 800.354.4228 http://bit.ly/infinityanalytics