Reporting vs. Analytics

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