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Getting the Most out of your CRM Data Thomas Tobin, Salesforce.com Product Manager Darren Cunningham, LucidEra Product Marketing Franco Anzini, Aruba Sales Operations Manager
Today’s Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Copyright © 2007 LucidEra – All rights reserved
Winter’08 Analytics Features Further with Custom Report Types Thomas Tobin Product Manager Salesforce.com
Job #1 - Security ,[object Object],[object Object],[object Object],[object Object],[object Object]
Winter ’08 Builds on a String of Innovations ,[object Object],[object Object],[object Object],[object Object],[object Object],salesforce.com reporting is production reporting for all your employees
In Summer ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Change your Users’ Experience with Reporting ,[object Object],[object Object]
Winter ’08
New Features ,[object Object]
New Features ,[object Object],[object Object]
New Features ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Salesforce.com Reporting ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Today’s Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Copyright © 2007 LucidEra – All rights reserved
Why Did You Invest in CRM?  Copyright © 2007 LucidEra – All rights reserved
Where Most Companies Have Ended Up… ,[object Object],Copyright © 2007 LucidEra – All rights reserved Benefits Resulting from CRM
Business Analytics: Getting the Value Out Copyright © 2007 LucidEra – All rights reserved
SaaS is Disrupting Traditional Approaches to BI Copyright © 2007 LucidEra – All rights reserved Emerging BI tools delivered on the software as a service (SaaS) model have the opportunity to both influence the  price of BI tools per user  and influence the  broader deployment  of such tools.   “ ” Business users are becoming increasingly frustrated with the  long deployment cycles, high costs, complicated upgrade processes and IT infrastructure  demanded by traditional BI solutions.  “ ” Sources:  Wor ldwi de  Business  I n t e l l igence Tools 2006  Vendor S ha re s  Dan Vesset, Brian McDonough, IDC  Hype Cycle for Business Intelligence and Performance Management, 2007, Gartner
Following the Path of Salesforce.com in CRM Copyright © 2007 LucidEra – All rights reserved Traditional CRM Traditional BI Expensive ($millions) Requires specialized skills Long deployments (months) Difficult to maintain Prof. services centric Hard to use High up-front risk ~$70 / user / month No coding skills required Deployed in weeks No upgrade hassles Self-service configuration Intuitive UI Pay as you go Salesforce.com ~$2-3K / application / month No implementation skills Deployed in weeks Solutions, not systems Self-service integration Intuitive reporting/analysis Pay as you go On-Demand Analytics
So Where do you Begin?  ,[object Object],[object Object],[object Object],[object Object],Copyright © 2007 LucidEra – All rights reserved
#1) Understand Your Analytic Requirements ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Copyright © 2007 LucidEra – All rights reserved If you’re a salesforce.com customer…
#2) Understand the Different Options Copyright © 2007 LucidEra – All rights reserved Copyright © 2007 LucidEra – All rights reserved Traditional CRM Stay in Excel On-premise Solves tactical challenges Difficult to set up Difficult to maintain Can be difficult to use Some analytical power Can manage multi-source On-premise Solves tactical challenges Difficult to set up Difficult to maintain Requires specialized skills No analytical power Optimized for 1 source Production Reporting On-demand Solve tactical challenges Easy to set up Easy to maintain Should be easy to use Limited analytical power Single source Native Applications
The LucidEra Approach Copyright © 2007 LucidEra – All rights reserved With LucidEra, all I have to do now is login and see where we were at a given time and to do some  trending on what deals have changed …. ” “ 5-Star AppExchange customer reviews or LucidEra Sales Analysis 100% on-demand Focus strategic analytics Simple to set up Simple to maintain Simple to use Apps on a powerful platform Analyze multiple sources LucidEra
#3) Don’t Wait for Business Analytics ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Copyright © 2007 LucidEra – All rights reserved Get more out of your CRM data
On-Demand Business Analytics Resources ,[object Object],[object Object],[object Object],Copyright © 2007 LucidEra – All rights reserved
Today’s Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Copyright © 2007 LucidEra – All rights reserved
Aruba Networks Case Study Copyright © 2007 LucidEra – All rights reserved ,[object Object],[object Object],[object Object],[object Object],Aruba Networks delivers an enterprise mobility solution that enables secure access to data, voice and video applications across wireless and wireline enterprise networks. The Aruba Mobile Edge Architecture allows end-users to seamlessly roam to different locations within an enterprise campus or office building while maintaining secure and consistent access to all of their network resources.
Challenges Faced ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
How Aruba found LucidEra ,[object Object],[object Object],[object Object],[object Object],[object Object]
How did the Sales Process go? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
What We Can Do Now? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Next Steps ,[object Object],[object Object],[object Object],[object Object]
Today’s Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Copyright © 2007 LucidEra – All rights reserved
Contact Information ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Copyright © 2007 LucidEra – All rights reserved

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Getting More From Your CRM Investment

  • 1. Getting the Most out of your CRM Data Thomas Tobin, Salesforce.com Product Manager Darren Cunningham, LucidEra Product Marketing Franco Anzini, Aruba Sales Operations Manager
  • 2.
  • 3. Winter’08 Analytics Features Further with Custom Report Types Thomas Tobin Product Manager Salesforce.com
  • 4.
  • 5.
  • 6.
  • 7.
  • 9.
  • 10.
  • 11.
  • 12.
  • 13.
  • 14. Why Did You Invest in CRM? Copyright © 2007 LucidEra – All rights reserved
  • 15.
  • 16. Business Analytics: Getting the Value Out Copyright © 2007 LucidEra – All rights reserved
  • 17. SaaS is Disrupting Traditional Approaches to BI Copyright © 2007 LucidEra – All rights reserved Emerging BI tools delivered on the software as a service (SaaS) model have the opportunity to both influence the price of BI tools per user and influence the broader deployment of such tools. “ ” Business users are becoming increasingly frustrated with the long deployment cycles, high costs, complicated upgrade processes and IT infrastructure demanded by traditional BI solutions. “ ” Sources: Wor ldwi de Business I n t e l l igence Tools 2006 Vendor S ha re s Dan Vesset, Brian McDonough, IDC Hype Cycle for Business Intelligence and Performance Management, 2007, Gartner
  • 18. Following the Path of Salesforce.com in CRM Copyright © 2007 LucidEra – All rights reserved Traditional CRM Traditional BI Expensive ($millions) Requires specialized skills Long deployments (months) Difficult to maintain Prof. services centric Hard to use High up-front risk ~$70 / user / month No coding skills required Deployed in weeks No upgrade hassles Self-service configuration Intuitive UI Pay as you go Salesforce.com ~$2-3K / application / month No implementation skills Deployed in weeks Solutions, not systems Self-service integration Intuitive reporting/analysis Pay as you go On-Demand Analytics
  • 19.
  • 20.
  • 21. #2) Understand the Different Options Copyright © 2007 LucidEra – All rights reserved Copyright © 2007 LucidEra – All rights reserved Traditional CRM Stay in Excel On-premise Solves tactical challenges Difficult to set up Difficult to maintain Can be difficult to use Some analytical power Can manage multi-source On-premise Solves tactical challenges Difficult to set up Difficult to maintain Requires specialized skills No analytical power Optimized for 1 source Production Reporting On-demand Solve tactical challenges Easy to set up Easy to maintain Should be easy to use Limited analytical power Single source Native Applications
  • 22. The LucidEra Approach Copyright © 2007 LucidEra – All rights reserved With LucidEra, all I have to do now is login and see where we were at a given time and to do some trending on what deals have changed …. ” “ 5-Star AppExchange customer reviews or LucidEra Sales Analysis 100% on-demand Focus strategic analytics Simple to set up Simple to maintain Simple to use Apps on a powerful platform Analyze multiple sources LucidEra
  • 23.
  • 24.
  • 25.
  • 26.
  • 27.
  • 28.
  • 29.
  • 30.
  • 31.
  • 32.
  • 33.