Easily Visualize & Access Salesforce Data
- 1. QlikView | Systems Data Sheet | Salesforce QlikView for Salesforce Representative Salesforce Customers with QlikView < R Enabling CRM data visibility C at the speed of business Competence Climber Sweden AB ( LANDesk Preferred Real Estate Through the Force.com AppExchange, QlikView simplifies integrating Business Soliditet AB Intelligence (BI) with a proven CRM “Platform as a Service” for user-driven SonicWALL dashboards, analysis, and reports. Traditional BI applications, even when pre-integrated for download and use with Salesforce, cannot hide the complexity to deliver relevant, timely information to end users. QlikView for Salesforce from AppExchange, is a business analysis solution that enables Salesforce users with instant, ubiquitous visibility into their CRM data for smarter decision making at the speed of business. tion of their needs and data relevance to QlikView for Salesforce can easily be In today’s fast moving economy, it’s each business user when applications are accessed within Salesforce as a custom essential for businesses to quickly and finally developed. As a result, acceptance tab or as embedded QlikView graphs, cost effectively make smarter decisions by users can be difficult and ROI delayed tables, and charts within other Salesforce that maximize each customer interac- – if ever achieved. tabs. Also, QlikView for Salesforce works tion and sales opportunity. Key to this is offline, so users have visibility into all the ability to free all CRM information of their CRM data for smarter decision- Salesforce users demand simple, easy making wherever they may be. technology that they can control without having to depend on IT. QlikView for QlikView can be implemented in hours. Salesforce takes the complexity out of Salesforce users can be trained and your CRM analysis to deliver unprec- working smarter in minutes with better edented visibility into all of your CRM information to drive better decisions and data at the click of a button, empowering enterprise performance. you to make smarter decisions to enhance business performance and customer sat- Thousands of organizations worldwide, isfaction. QlikView improves Salesforce’s spanning every industry, have turned value by enabling business users to visual- to QlikView for the timely insights ize all of their customer interaction data needed to improve sales, marketing and across an unlimited number of dimensions customer service performance. Execu- and analyze information in any direction tives, analysts, sales teams, marketers, against underlying data sources – right call center staff and IT departments rely trapped within various corporate systems down to the transaction level. on QlikView’s unmatched flexibility and put it in the hands of users who are and ease of use for clear visibility into best equipped to use that information Unlike traditional BI, QlikView works customers and CRM processes, enabling to make decisions. To leverage the true the way the human mind works, making you to: power of your CRM investments, control associations by connecting data from of business analysis applications must many sources in a few clicks. With so shift from IT to business users. Unfortu- many companies running multiple busi- nately, traditional data-cube technology ness systems, QlikView offers an alterna- opportunities even when pre-integrated for use with tive to data consolidation confusion by Salesforce requires substantial invest- relating information within Salesforce service and support delivery ments in long, complex IT projects. Sales- and other enterprise systems for seamless force users must rely on IT’s interpreta- visual analysis, dashboards and reports.
- 2. QlikView | Systems Data Sheet | Salesforce Working Smarter to plan, execute, track and measure joint The Internet broadens market reach as initiatives. QlikView analysis of Salesforce with Salesforce well as provides the means to capture data, often integrated with data from customer information that improves segmentation, targeting, loyalty programs, to more effectively grow, manage and op- Analytics based on traditional BI requires marketing campaigns and more. The chal- timize profitable partner relationships and anticipating every question and then lenge is timely access to actionable data to reduce exposure to unprofitable partners. waiting days and weeks for IT to build the capitalize on opportunities when margins analysis. QlikView operates intuitively so are highest. Using QlikView to integrate executives can query data, change analysis and analyze data from Salesforce and other QlikView analysis reduces the effort and “on the fly” and follow their thought paths sources, marketers can quickly identify resource requirements for IT departments to wherever they may lead for immediate demand trends and customer behaviors to manage equipment, systems utiliza- answers to often complex business ques- in different geographic locations; adjust tion, applications versioning, IT service tions. QlikView provides all BI capabilities product offerings, pricing and messaging levels, incident tracking, outsourcing, by channel or region; and more easily and IT budgeting and spending. With predictive analysis, “what-if” scenarios share data throughout their enterprise Salesforce users empowered to create and more – but much faster, from within and with business partners. more of their own analysis and reporting Salesforce, at the speed of thought. in QlikView, skilled IT resources spend more time focusing on capital projects to With service and support now a leading improve enterprise performance. Demand shifts and opportunities to ex- measure of customer centricity across ploit market variances require real-time industries, timely analytics on service insights into customers, buying behav- offerings and delivery are critical to busi- iors, product mix, sales performance and ness success. Using QlikView, service and CRM success depends not only on trends. Knowing which channels, sales support managers improve insights into Salesforce, but on the users themselves reps, customers, products and service service bundling, service quality, issue making the right decisions. Leading programs are performing – and which resolution times, perceived value and prof- companies worldwide use QlikView to are not – offer tremendous competitive itability of warranty and service agree- easily access and visually analyze their and profit advantages if data hidden ments, performance of service agents and Salesforce data for timely insights into in Salesforce and other systems can be more to acquire and retain customers. customers and trends to make smarter fully leveraged. QlikView for Salesforce decisions, improving CRM performance enables sales teams with the visibility for and competitive advantage. more timely and accurate alignment of Challenges of attracting and motivating product and sales strategies to improve margins, increase revenue and build more programs built on recruitment, collabora- profitable customer relationships. tion, information sharing and capabilities IT Resource Utilization & End User Support Balanced Scorecard Platform Coherence across Multiple Users Performance Management Information Security Predictive Analysis IT Budget Forecasting & Tracking What-if Analysis Operational Systems Optimization Activity-Based Management Partner Recruitment & Planning Analysis Sales Planning & Territory Analysis Joint Marketing Campaign Performance Account Up-Sell / Cross-Sell Analysis Deal Registration Analysis Sales Pipeline & Forecast Analysis Sales Opportunity & Forecasting Analysis Conversion Rate Analysis Service Performance Analysis Win-Loss Analysis Service Quality Analysis Market & Customer Demographics Analysis Customer Issue Analysis Campaign Performance Analysis Service Channel Analysis Search Engine Campaign Analysis Call Center & Agent Metrics Purchasing Trend Analysis Contact & Activity Analysis Lead, List and Activity Management www.qlikview.com