saleslogix breakthrough webinar: use your data!

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


Presenters:

Jenn Van PeltMarketing AssociateEmail: [email protected]

Roy HwangDirector, Business IntelligenceEmail: [email protected]

Scott SniderVice President, Professional ServicesEmail: [email protected]

mailto:[email protected]




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


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



Available graphs: bar chart, column chart, funnel chart, line chart, pie chart



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



1. SalesLogix Web Dashboards

2. Consuming SData using Excel3. Tools

4. Ad-hoc Queries

5. Dynamic Groups

6. Flexible Ranking

7. Mobility


9. Collaboration



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



• Custom Excel Add-in can be developed and used to pull information from SalesLogix into Excel

• Respects Record ownership• Example from POC:



PivotCharts, Reports, Compex formulas and advanced worksheets using SalesLogix data now possible




2. Consuming SData using Excel

3. Tools4. Ad-hoc Queries

5. Dynamic Groups

6. Flexible Ranking

7. Mobility


9. Collaboration


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.





3. Tools

4. Ad-hoc Queries5. Dynamic Groups

6. Flexible Ranking

7. Mobility


9. Collaboration



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


…so, use Dynamic Table Builder instead!– Simpler and more intuitive– Faster– Flexible– Controlled

Ad-Hoc QueriesDynamic Table Builder





3. Tools

4. Ad-hoc Queries

5. Dynamic Groups6. Flexible Ranking

7. Mobility


9. Collaboration



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





3. Tools

4. Ad-hoc Queries

5. Dynamic Groups

6. Flexible Ranking7. Mobility


9. Collaboration



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





3. Tools

4. Ad-hoc Queries

5. Dynamic Groups

6. Flexible Ranking

7. Mobility8. Embedded Analytics

9. Collaboration



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





3. Tools

4. Ad-hoc Queries

5. Dynamic Groups

6. Flexible Ranking

7. Mobility

8. Embedded Analytics9. Collaboration



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





3. Tools

4. Ad-hoc Queries

5. Dynamic Groups

6. Flexible Ranking

7. Mobility


9. Collaboration10. Email Integration


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





3. Tools

4. Ad-hoc Queries

5. Dynamic Groups

6. Flexible Ranking

7. Mobility


9. Collaboration



• 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.


Questions


Thank you!

saleslogix breakthrough webinar: use your data!

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