Date post: | 04-Dec-2014 |
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April 9, 2023 | Copyright © 2012 Infinity Info Systems
USE YOUR DATA!10 Ways to the Get the Most Out of Your
Data Using SalesLogix Analytics
April 9, 2023 | Copyright © 2012 Infinity Info Systems
Presenters:
Jenn Van PeltMarketing AssociateEmail: [email protected]
Roy HwangDirector, Business IntelligenceEmail: [email protected]
Scott SniderVice President, Professional ServicesEmail: [email protected]
April 9, 2023 | Copyright © 2012 Infinity Info Systems
10 Ways to get more out of SalesLogix Data
1. SalesLogix Web Dashboards2. 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
April 9, 2023 | Copyright © 2012 Infinity Info Systems
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
April 9, 2023 | Copyright © 2012 Infinity Info Systems
SalesLogix Web Dashboards
Available graphs: bar chart, column chart, funnel chart, line chart, pie chart
April 9, 2023 | Copyright © 2012 Infinity Info Systems
SalesLogix Web Dashboards
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
April 9, 2023 | Copyright © 2012 Infinity Info Systems
10 Ways to get more out of SalesLogix Data
1. SalesLogix Web Dashboards
2. Consuming SData using Excel3. Tools
4. Ad-hoc Queries
5. Dynamic Groups
6. Flexible Ranking
7. Mobility
8. Embedded Analytics
9. Collaboration
10. Email Integration
April 9, 2023 | Copyright © 2012 Infinity Info Systems
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
April 9, 2023 | Copyright © 2012 Infinity Info Systems
Consuming SData in Excel
• Custom Excel Add-in can be developed and used to pull information from SalesLogix into Excel
• Respects Record ownership• Example from POC:
April 9, 2023 | Copyright © 2012 Infinity Info Systems
Consuming SData in Excel
PivotCharts, Reports, Compex formulas and advanced worksheets using SalesLogix data now possible
April 9, 2023 | Copyright © 2012 Infinity Info Systems
10 Ways to get more out of SalesLogix Data
1. SalesLogix Web Dashboards
2. Consuming SData using Excel
3. Tools4. Ad-hoc Queries
5. Dynamic Groups
6. Flexible Ranking
7. Mobility
8. Embedded Analytics
9. Collaboration
10. Email Integration
April 9, 2023 | Copyright © 2012 Infinity Info Systems12
Spotfire Advanced Analytics (Visual Analyzer 3.0)
• PROS: Lowest Cost, Drag and Drop Field functionality
• CONS: Limited UI, Difficult to integrate third-party software,
• PROS: Strong Functionality, tight integration with SalesLogix, Low Price, most LAN-compatible
• CONS: Limited to data within SalesLogix
• PROS: Highest functionality set, third party integration, embedded BI, ability to expand analytics past SalesLogix, Strong User Community and support
• CONS: Highest Cost
ToolsBecause more tools means more choices.
April 9, 2023 | Copyright © 2012 Infinity Info Systems
10 Ways to get more out of SalesLogix Data
1. SalesLogix Web Dashboards
2. Consuming SData using Excel
3. Tools
4. Ad-hoc Queries5. Dynamic Groups
6. Flexible Ranking
7. Mobility
8. Embedded Analytics
9. Collaboration
10. Email Integration
April 9, 2023 | Copyright © 2012 Infinity Info Systems14
Ad-Hoc QueriesBecause 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
April 9, 2023 | Copyright © 2012 Infinity Info Systems15
…so, use Dynamic Table Builder instead!– Simpler and more intuitive– Faster– Flexible– Controlled
Ad-Hoc QueriesDynamic Table Builder
April 9, 2023 | Copyright © 2012 Infinity Info Systems
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 Groups6. Flexible Ranking
7. Mobility
8. Embedded Analytics
9. Collaboration
10. Email Integration
April 9, 2023 | Copyright © 2012 Infinity Info Systems17
Dynamic GroupsBecause 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
April 9, 2023 | Copyright © 2012 Infinity Info Systems
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 Ranking7. Mobility
8. Embedded Analytics
9. Collaboration
10. Email Integration
April 9, 2023 | Copyright © 2012 Infinity Info Systems19
Flexible RankingBecause 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
April 9, 2023 | Copyright © 2012 Infinity Info Systems
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. Mobility8. Embedded Analytics
9. Collaboration
10. Email Integration
April 9, 2023 | Copyright © 2012 Infinity Info Systems21
MobilityBecause 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
April 9, 2023 | Copyright © 2012 Infinity Info Systems
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 Analytics9. Collaboration
10. Email Integration
April 9, 2023 | Copyright © 2012 Infinity Info Systems23
Embedded BIBecause 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
April 9, 2023 | Copyright © 2012 Infinity Info Systems
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. Collaboration10. Email Integration
April 9, 2023 | Copyright © 2012 Infinity Info Systems25
CollaborationBecause 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
April 9, 2023 | Copyright © 2012 Infinity Info Systems
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
April 9, 2023 | Copyright © 2012 Infinity Info Systems27
• Dynamically pull email data and associate it to a SalesLogix contact – regardless of CRM/Email synching
• Social Media Hook-Ins• Keyword Analysis
Email IntegrationBecause contact analysis means communication analysis.
April 9, 2023 | Copyright © 2012 Infinity Info Systems
Questions
April 9, 2023 | Copyright © 2012 Infinity Info Systems
Thank you!