Better Sales Analytics for
Salesforce.com
With our technology partner, Birst, we have created an Enhanced
Salesforce.com Analytics
solution. It snaps seamlessly into your existing
Salesforce.com (SFDC) implementation, totally transparent to your
users! No need to toggle between interfaces!
Dozens
of
ready-to-use
dashboards,
reports,
and
report objects come without customization.
Improved user interface
- Interactive
dashboards
with
interactive prompts and filters
- Drill
across
dashboards,
as well as maintaining filtered prompts
- Ability
to
drill
on anything, not just opportunities and activities
- Report
and
report
objects
are
organized
in tabs, sub-tabs, folders, and
sub-folders
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Improved data management
- Integrate multiple
data sources without having to upload into SFDC:
Quotas, financial bookings, ERP
- No
limitation
on
output volume. In SFDC, you are only able to
see first 2000 rows of at the lowest level
- Custom
SFDC
objects
|
Simplified
dashboard development
- Birst
is
an
intuitive
interface
that
fosters self-service
report development
and customization
- With the Birst SFDC analytical
module,
you can easily build the following
reports:
- Snapshot
reports. What did my pipeline look like today vs. this
time last month? Last year?
- Exception reports.
What accounts have no opportunities? What opportunities have no
appointments?
- Trend reports. How do
my sales
look year-to-date vs. last-year-to-date?
- Reports containing custom
SFDC objects. Combine custom SFDC objects and fields with
any other standard SFDC attribute in a single report.
|
Reduced SFDC license costs
Birst can
be
used as a reporting interface and/or for report delivery to
non-SFDC users who do not need SFDC access.
|
Robust security
- Create
a
single
report
that returns different result sets based upon a user's
login.
- Birst single sign-on data security
is driven by a
user's SFDC login
|
Enhanced report scheduling and
delivery
- Birst
can
deliver
graphs
and
cross-tab reports via PDF,
XLS, CSV, HTML,
and email
- Delivery
can
be
based
upon
a schedule or driven by an exception report.
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