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The Business Case for On-Demand Analytics for Salesforce.com Customers Jeff Kaplan Managing Director THINKstrategies [email_address] Darren Cunningham Product Marketing Director LucidEra [email_address]
Today’s Agenda ,[object Object],[object Object],[object Object],[object Object],Copyright © 2008 LucidEra – All rights reserved David Myron Editorial Director CRM Magazine
Polling Question ,[object Object],[object Object],[object Object],[object Object],[object Object],Copyright © 2008 LucidEra – All rights reserved
Agenda ,[object Object],[object Object],[object Object],[object Object],Copyright © 2008 LucidEra – All rights reserved Jeff Kaplan Managing Director, THINKstrategies [email_address] 781-431-2690
The World Is Changing ,[object Object],[object Object],[object Object],[object Object],©2008, THINKstrategies, Inc.  www.thinkstrategies.com Slide
Top 10 Business/ Technology Priorities ©2008, THINKstrategies, Inc.  www.thinkstrategies.com Slide
Business Can No Longer Be A Slave To Technology ©2008, THINKstrategies, Inc.  www.thinkstrategies.com Slide
The Shortcomings of Legacy, On-Premise Apps ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],©2008, THINKstrategies, Inc.  www.thinkstrategies.com Slide
Changing Customer Expectations ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],©2008, THINKstrategies, Inc.  www.thinkstrategies.com Slide  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Enterprises Seeking to Generate Greater ROI at Lower TCO.
Converting Software Products Into Services ,[object Object],[object Object],©2008, THINKstrategies, Inc.  www.thinkstrategies.com Slide
Software-as-a-Service (SaaS) Defined ,[object Object],[object Object],[object Object],[object Object],©2008, THINKstrategies, Inc.  www.thinkstrategies.com Slide
Polling Question ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Copyright © 2008 LucidEra – All rights reserved
SaaS Adoption Today ©2008, THINKstrategies, Inc.  www.thinkstrategies.com Slide  Source:  THINKstrategies/Cutter Consortium © 2007
SaaS Deployment Plans ©2008, THINKstrategies, Inc.  www.thinkstrategies.com Slide  Source:  THINKstrategies/Cutter Consortium © 2007
Shifting Adoption Patterns ©2008, THINKstrategies, Inc.  www.thinkstrategies.com Slide  Unilateral End-User,  SBU Adoption of  SaaS Solutions Enterprise-Wide Acceptance and Adoption of SaaS
On-Premise vs. On-Demand Business Intelligence ©2008, THINKstrategies, Inc.  www.thinkstrategies.com Slide  On-Premise Pre-deployment IT planning/design costs Upfront, perpetual license fee Additional hardware/database investments Additional SI/consulting costs Extensive customization required Limited availability beyond firewall Batch processing, standardized reporting Limited adoption, unable to measure
On-Premise vs. On-Demand Business Intelligence ©2008, THINKstrategies, Inc.  www.thinkstrategies.com Slide  On-Premise Pre-deployment IT planning/design costs Upfront, perpetual license fee Additional hardware/database investments Additional SI/consulting costs Extensive customization required Limited availability beyond firewall Batch processing, standardized reporting Limited adoption, unable to measure SaaS Business planning & analysis focus  Pay-as-you-go subscription fee No additional servers, database, etc. Embedded APIs, web services User-friendly configurations available Secure, web access anywhere, anytime Real-time & batch, user-config’d reporting High adoption, easily measured
Summary & Conclusions ,[object Object],[object Object],[object Object],[object Object],[object Object],©2008, THINKstrategies, Inc.  www.thinkstrategies.com Slide
Agenda ,[object Object],[object Object],[object Object],[object Object],Copyright © 2008 LucidEra – All rights reserved Darren Cunningham Product Marketing Director LucidEra [email_address] www.lucidera.com
The Right Analytics Drive Competitive Advantage Copyright © 2008 LucidEra – All rights reserved ,[object Object],“ ”
When Used Correctly  Copyright © 2008 LucidEra – All rights reserved
But Measuring the ROI is not Always Easy Copyright © 2008 LucidEra – All rights reserved ,[object Object],“ ” Bill Hostmann Lead Gartner BI Analyst 2008
And Historically the Costs Have Been Extreme Copyright © 2007 LucidEra – All rights reserved Connectors Cleansing Integration Storage Analysis You own the system – you own the problem! $1Million+
Business Analytics as a Service Has Arrived Copyright © 2008 LucidEra – All rights reserved 2. LucidEra helps you get  Value  “OUT” of both salesforce.com and ERP Systems! 1. Salesforce.com helps you get  Data  “IN” With LucidEra, I get  visibility across the CRM and accounting systems  to get quick and easy insights that help my team achieve forecasted goals. ” “ Sales Director, 3PAR
What is Knowing This Information Worth? ,[object Object],Copyright © 2008 LucidEra – All rights reserved ,[object Object],[object Object],[object Object]
1) Know Your Requirements ,[object Object],[object Object],[object Object],[object Object],Copyright © 2008 LucidEra – All rights reserved Building the  Business Case What metrics are critical to your sales success?
2) Identify & Quantify Benefits Building the  Business Case “ Improved decision making”  is not enough… Revenue Generation Improve win rates Increase market share Improve pipeline velocity Increase sales productivity Increase quota attainment New channels, opportunities Improve lead conversion Improve retention
2) Identify & Quantify Benefits Building the  Business Case “ Improved decision making”  is not enough… Revenue Generation Improve win rates Increase market share Improve pipeline velocity Increase sales productivity Increase quota attainment New channels, opportunities Improve lead conversion Improve retention Cost Savings Reduce cost of sales Reduce discount rates Reduce time spent in Excel Improve data quality Improve data integration Reduce IT burden Phase out legacy systems Improve sales operations
3) Know Your Options Copyright © 2008 LucidEra – All rights reserved Building the  Business Case Traditional CRM Stay in Excel On-premise Tactical Difficult to set up Difficult to maintain Can be difficult to use Some analytical power Can handle multi-source
3) Know Your Options Copyright © 2008 LucidEra – All rights reserved Building the  Business Case Traditional CRM Stay in Excel On-premise Tactical Difficult to set up Difficult to maintain Can be difficult to use Some analytical power Can handle multi-source On-premise Tactical Difficult to set up Difficult to maintain Specialized skills No analytical power Optimized for 1 source Production Reporting
3) Know Your Options Copyright © 2008 LucidEra – All rights reserved Building the  Business Case Traditional CRM Stay in Excel On-premise Tactical Difficult to set up Difficult to maintain Can be difficult to use Some analytical power Can handle multi-source On-premise Tactical Difficult to set up Difficult to maintain Specialized skills No analytical power Optimized for 1 source Production Reporting On-demand Tactical Easy to set up Easy to maintain Should be easy to use Limited analytical power Single source Native Applications
The LucidEra Approach Copyright © 2008 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 review 100% on-demand Focused strategic analytics Simple to set up Simple to maintain Simple to use Apps on a powerful platform Analyze multiple sources LucidEra
4) Measure, Measure, Measure ,[object Object],[object Object],[object Object],[object Object],[object Object],Building the  Business Case
5) Don’t Wait to Get Started ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Copyright © 2007 LucidEra – All rights reserved Information is power in today’s economy!
Resources Copyright © 2008 LucidEra – All rights reserved www.lucidera.com THINKstrategies Whitepaper Available Today!
Agenda ,[object Object],[object Object],[object Object],[object Object],Copyright © 2008 LucidEra – All rights reserved
Discussion ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Copyright © 2008 LucidEra – All rights reserved ,[object Object]

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The Business Case for SaaS Analytics for Salesforce.com

  • 1. The Business Case for On-Demand Analytics for Salesforce.com Customers Jeff Kaplan Managing Director THINKstrategies [email_address] Darren Cunningham Product Marketing Director LucidEra [email_address]
  • 2.
  • 3.
  • 4.
  • 5.
  • 6. Top 10 Business/ Technology Priorities ©2008, THINKstrategies, Inc. www.thinkstrategies.com Slide
  • 7. Business Can No Longer Be A Slave To Technology ©2008, THINKstrategies, Inc. www.thinkstrategies.com Slide
  • 8.
  • 9.
  • 10.
  • 11.
  • 12.
  • 13. SaaS Adoption Today ©2008, THINKstrategies, Inc. www.thinkstrategies.com Slide Source: THINKstrategies/Cutter Consortium © 2007
  • 14. SaaS Deployment Plans ©2008, THINKstrategies, Inc. www.thinkstrategies.com Slide Source: THINKstrategies/Cutter Consortium © 2007
  • 15. Shifting Adoption Patterns ©2008, THINKstrategies, Inc. www.thinkstrategies.com Slide Unilateral End-User, SBU Adoption of SaaS Solutions Enterprise-Wide Acceptance and Adoption of SaaS
  • 16. On-Premise vs. On-Demand Business Intelligence ©2008, THINKstrategies, Inc. www.thinkstrategies.com Slide On-Premise Pre-deployment IT planning/design costs Upfront, perpetual license fee Additional hardware/database investments Additional SI/consulting costs Extensive customization required Limited availability beyond firewall Batch processing, standardized reporting Limited adoption, unable to measure
  • 17. On-Premise vs. On-Demand Business Intelligence ©2008, THINKstrategies, Inc. www.thinkstrategies.com Slide On-Premise Pre-deployment IT planning/design costs Upfront, perpetual license fee Additional hardware/database investments Additional SI/consulting costs Extensive customization required Limited availability beyond firewall Batch processing, standardized reporting Limited adoption, unable to measure SaaS Business planning & analysis focus Pay-as-you-go subscription fee No additional servers, database, etc. Embedded APIs, web services User-friendly configurations available Secure, web access anywhere, anytime Real-time & batch, user-config’d reporting High adoption, easily measured
  • 18.
  • 19.
  • 20.
  • 21. When Used Correctly Copyright © 2008 LucidEra – All rights reserved
  • 22.
  • 23. And Historically the Costs Have Been Extreme Copyright © 2007 LucidEra – All rights reserved Connectors Cleansing Integration Storage Analysis You own the system – you own the problem! $1Million+
  • 24. Business Analytics as a Service Has Arrived Copyright © 2008 LucidEra – All rights reserved 2. LucidEra helps you get Value “OUT” of both salesforce.com and ERP Systems! 1. Salesforce.com helps you get Data “IN” With LucidEra, I get visibility across the CRM and accounting systems to get quick and easy insights that help my team achieve forecasted goals. ” “ Sales Director, 3PAR
  • 25.
  • 26.
  • 27. 2) Identify & Quantify Benefits Building the Business Case “ Improved decision making” is not enough… Revenue Generation Improve win rates Increase market share Improve pipeline velocity Increase sales productivity Increase quota attainment New channels, opportunities Improve lead conversion Improve retention
  • 28. 2) Identify & Quantify Benefits Building the Business Case “ Improved decision making” is not enough… Revenue Generation Improve win rates Increase market share Improve pipeline velocity Increase sales productivity Increase quota attainment New channels, opportunities Improve lead conversion Improve retention Cost Savings Reduce cost of sales Reduce discount rates Reduce time spent in Excel Improve data quality Improve data integration Reduce IT burden Phase out legacy systems Improve sales operations
  • 29. 3) Know Your Options Copyright © 2008 LucidEra – All rights reserved Building the Business Case Traditional CRM Stay in Excel On-premise Tactical Difficult to set up Difficult to maintain Can be difficult to use Some analytical power Can handle multi-source
  • 30. 3) Know Your Options Copyright © 2008 LucidEra – All rights reserved Building the Business Case Traditional CRM Stay in Excel On-premise Tactical Difficult to set up Difficult to maintain Can be difficult to use Some analytical power Can handle multi-source On-premise Tactical Difficult to set up Difficult to maintain Specialized skills No analytical power Optimized for 1 source Production Reporting
  • 31. 3) Know Your Options Copyright © 2008 LucidEra – All rights reserved Building the Business Case Traditional CRM Stay in Excel On-premise Tactical Difficult to set up Difficult to maintain Can be difficult to use Some analytical power Can handle multi-source On-premise Tactical Difficult to set up Difficult to maintain Specialized skills No analytical power Optimized for 1 source Production Reporting On-demand Tactical Easy to set up Easy to maintain Should be easy to use Limited analytical power Single source Native Applications
  • 32. The LucidEra Approach Copyright © 2008 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 review 100% on-demand Focused strategic analytics Simple to set up Simple to maintain Simple to use Apps on a powerful platform Analyze multiple sources LucidEra
  • 33.
  • 34.
  • 35. Resources Copyright © 2008 LucidEra – All rights reserved www.lucidera.com THINKstrategies Whitepaper Available Today!
  • 36.
  • 37.