Sage SalesLogix Advanced AnalyticsSneak Peek Presentation

Sage SalesLogix Advanced Analytics1,2 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.

1Currently available for Sage SalesLogix Cloud customers only.2Requires Sage SalesLogix v7.5.4 or higher. 

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.

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.

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.

• Sage SalesLogix Advanced Analytics is fully-integrated with the Sage 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. Sage SalesLogix Advanced Analytics strictly enforces the data security profiles defined in Sage 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 Sage SalesLogix, ERP and business management solutions, Web services, CTI/Telephony systems, spreadsheets and more.

• Perform administration quickly and easily via the Sage SalesLogix Administrator and a flexible data mapping tool.

*requires Sage SalesLogix v7.5.4 and higher; requires Sage SalesLogix Cloud deployment.

• CRM Analytics− Rich dashboard experience− Track KPIs− For all end users− Static content (not an ad-hoc

analysis or discovery tool)

Explorer

Tourist

Local

Sage SalesLogix Analytics Family

Partners

Sage

• Advanced Analytics− Analysis across multiple data sources− Ad-hoc, multi-dimensional analysis− Advanced visualizations− ‘What-if’ analysis− Predictive, strategic, specialized

analysis

CRM Analytics

Advanced Analytics

Visual Analyzer

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

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

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

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

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

Advanced Visualizations

• Rich graphics• Multiple chart types

− Bar, Pie and Line charts− Bubble charts− Tree map− and many more…

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

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

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

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

TEAM ACCESS

INDIVIDUALACCESS

EVERYONEACCESS

Accounts

Contacts

Activities

User Security

• Leverage Spotfire and SalesLogix Role Security• Create roles granting access to clients

− Administratoro Access to Information Modelo User managemento Same data security as SalesLogix Administrator

− Power Usero Access to Professional cliento Ad-hoc analysis

− Standard Usero Access to Standard cliento Read-only analysis

• Single sign-on− Add and manage users in SalesLogix− Spotfire uses SalesLogix credentials

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

Compressed data means smaller memory usage

Advanced Analytics

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

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

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

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

Compatibility Checklist

• SalesLogix v7.5.4− 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− All supported databases for SLX v7.5.4

• OS− All supported operating systems for SLX v7.5.4

Sales by Geography

• Dashboard− Sales

• Key Objectives:− View geographical

breakdown of sales

− Identify trends or issues that are regional in nature

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

Sales Forecast

• Dashboard− Sales

• Key Objectives:− Determine if

forecast/quota will be met for each sales period

− Identify who will make their numbers

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

Win/Loss

• Dashboard− Sales

• Key Objectives:− Determine win/loss

trend− Identify people and

areas with highest/lowest win rates

Opportunity Trends

• Dashboard− Sales

• Key Objectives:− Identify key sales

trends for closed opportunities

− Compare year/year performance for key sales metrics

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

Productivity Analysis

• Dashboard− Sales

• Key Objectives:− Monitor sales

activities over time− Tie productivity to

sales performance

Campaign Analysis

• Dashboard− Marketing

• Key Objectives:− Monitor current

campaign performance

− Compare performance of campaigns

− Determine why some campaigns are more successful than others

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

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

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

Ticket Activities

• Dashboard− Support

• Key Objectives:− Determine which

reps are being the most productive

− Identify the total time spent on activities

ContactUSA: (520) 363-1559UK: 0870-9740865

Office BerlinLankwitzer Str. 1912107 BerlinTelefon: +49 (30) 374 900-0Telefax: +49 (30) 374 900-29

E-Mail: info@m-Computers.com Web: www.m-Computers.comBlog: www.crm-ag.com