Advanced Reporting and Dashboards for Executive Visibility

Advanced Reporting and Dashboards for Executive Visibility Jim Lukens, Salesforce.com Courtney House, Envision Telephony, Inc. Track: Advanced EE System Administrators

Safe Harbor Statement ,[object Object],[object Object],[object Object],[object Object]

Jim Lukens Principal Consultant Salesforce.com [email_address]

Beyond Login Rate Adoption Metrics ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Sales Performance Metrics ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Process Optimization Metrics ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Adoption Usage Benchmarking ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Existing Tools and Learning Centers ,[object Object],[object Object],[object Object],[object Object]

Courtney House Project Manager Envision Telephony, Inc. [email_address]

Envision Telephony, Inc. ,[object Object],[object Object],[object Object],INDUSTRY: Software EMPLOYEES: 100 GEOGRAPHY: Global PRODUCT(S) USED: SFA, Service & Support, DreamTeam, Surveyforce # USERS: 75

Case Study Template – Key Challenges ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Case Study Template – The Solution ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],DEPLOYMENT DETAILS

Demo Template ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Jim Lukens Principal Consultant Courtney House Project Manager QUESTION & ANSWER SESSION Salesforce.com Envision Telephony, Inc.

Session Feedback Let us know how we’re doing! ,[object Object],[object Object],[object Object],[object Object],[object Object],Save time! Use your cell phone or mobile device to send Feedback via SMS/Text Messaging! Send a message to 26335 In the message body: Session 127, #### For example, “ Session 123, 5555 ” Session ID: 127 Session ID # Scores for 4 categories SMS Voting powered by:

Advanced Reporting and Dashboards for Executive Visibility

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Advanced Reporting and Dashboards for Executive Visibility