SalesLogix Breakthrough Webinar: Use YOUR Data!

USE YOUR DATA!
10 Ways to the Get the Most Out of Your
Data Using SalesLogix Analytics

May 15, 2012 | Copyright © 2012 Infinity Info Systems

Presenters:
Roy Hwang
Director, Business Intelligence
Email: rhwang@infinityinfo.com

Scott Snider
Vice President, Professional Services
Email: ssnider@infinityinfo.com

Jenn Van Pelt
Marketing Associate
Email: jvanpelt@infinityinfo.com


10 Ways to get more out of SalesLogix Data

1. SalesLogix Web Dashboards
2. Consuming SData using Excel
3. Tools
4. Ad-hoc Queries
5. Dynamic Groups
6. Flexible Ranking
7. Mobility
8. Embedded Analytics
9. Collaboration
10. Email Integration


SalesLogix Web Dashboards

• Part of the Core product
as of 7.5.x
• No additional cost
• Read only
• No Drill down
• Users can have multiple
dashboards and share
ones created by them


Available graphs: bar chart, column chart, funnel chart, line
chart, pie chart



List of Links
• Allows users to have
a “go-to” area where
useful links are located
• Can be customized,
modified by users –
not developers

Group Links
• Allows users to have access
to available entity group
data while remaining on
the dashboard
• User can navigate to
records in group list


Consuming SData in Excel
What is Sdata?
• Lightweight Web Service released by Sage for SalesLogix
• Looks at same Entity Model as the Web Client
• Code once, use in various applications
• Allows for CRUD operations against SalesLogix Entities

sData is here to stay…
• New Mobile platform uses sData
• Uses json and atom xml payload
• Allows for very light data payloads for mobile devices and
improved performance on 3G connections
• Encourage all integration be done using sData


• Custom Excel Add-in can be developed and used to pull information
from SalesLogix into Excel
• Respects Record ownership
• Example from POC:


PivotCharts, Reports, Compex formulas and advanced worksheets
using SalesLogix data now possible


Tools
Because more tools means more choices.

Spotfire Advanced Analytics (Visual Analyzer 3.0)

• PROS: Lowest Cost, Drag and • PROS: Strong Functionality, • PROS: Highest functionality
Drop Field functionality tight integration with set, third party integration,
SalesLogix, Low Price, most embedded BI, ability to
• CONS: Limited UI, Difficult to expand analytics past
LAN-compatible
integrate third-party SalesLogix, Strong User
software, • CONS: Limited to data within Community and support
SalesLogix
• CONS: Highest Cost

12

Ad-Hoc Queries
Because you cannot (nor should) anticipate every user need

SalesLogix Query Builder is great, but…

• Hard and complicated to use
• User base must be trained
in database querying to
understand joins
• Fields are difficult to find
• Narrow condition definitions
• Only uses SalesLogix data
• Slow
• Difficult to export data
• Not customizable

14

Ad-Hoc Queries
Dynamic Table Builder

…so, use Dynamic Table Builder instead!
• Simpler and more intuitive
• Faster
• Flexible
• Controlled

15

Dynamic Groups
Because group creation should not take longer than group usage.
Use the power of Qlikview to custom define groups.
• Multi-dimensional slice and dice
• Run numerical queries
• Filter on any field
• Global search

17

Flexible Ranking
Because prioritized data is useful data.

3-Step Ranking Process:
• Pick the entity (Account, Contact, Opportunity) to Rank
• Pick the rank factors/variables
• Assign weight to the factors/variables

19

Mobility
Because analytics should be where you are, not where your desk is.
• Develop once, deploy anywhere
• Reduce IT’s support burden
• Secure: data is stored on server, not the device
• Live Data

21

Embedded BI
Because BI is only relevant when you can see it.
• Timely, relevant, and actionable data in the normal
course of CRM usage
• Integrate with BI not ETL
• Link to SalesLogix data directly within dashboards

23

Collaboration
Because two heads are (usually) better than one.

Notes:
• Take notes on specific charts or objects, allow others
to see notes

Shared Sessions:
• No additional license cost, allow others to join same
analysis session over the web

25

Email Integration
Because contact analysis means communication analysis.
• Dynamically pull email data and associate it to a SalesLogix
contact – regardless of CRM/Email synching
• Social Media Hook-Ins
• Keyword Analysis

27

Questions


Thank you!


SalesLogix Breakthrough Webinar: Use YOUR Data!

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SalesLogix Breakthrough Webinar: Use YOUR Data!