GoodData for Salesforce Overview

Report 15 Downloads 81 Views
GoodData for Salesforce On-demand reporting and analysis • Gain a detailed view of sales pipeline, marketing programs, and customer service activity • Compare current performance against historical trends • Slice and dice Salesforce CRM data for deeper analysis

GoodData provides on-demand reporting and analysis for Salesforce CRM marketing, sales and service data, enabling anyone to trend their sales pipeline over time, analyze their customer data across modules, and visualize results with customized reports and dashboards. Pre-built reports and dashboards help get you started quickly, and GoodData makes it easy to customize reports, track unique metrics and KPIs, mash up additional data sets, and collaborate with co-workers. GoodData for Salesforce brings customer analytics front-and-center to employees and managers who own different aspects of customer relationships. Powered with analytics at their fingertips, every employee can make better operational and strategic decisions about their customers.

• Visualize results with custom reports and dashboards

Pre-built applications • Sales Pipeline Analytics • Marketing Analytics • Service & Support Analytics

“GoodData shares our passion for making metrics pervasive throughout our people and processes. It’s simple – the more people that access the metrics that drive our business, the better we perform as a company.” — Vala

Afshar

Senior Vice President Global Technical Services Enterasys Networks

GoodData dashboards are embedded directly into Salesforce CRM, and can be customized for each user’s organizational role.

Key Features

How it Works

• Pre-built Applications: Pre-built reports and

dashboards track dozens of KPIs across the customer life cycle. Pre-built apps available for:

Daily Data Synchronization

• Sales Pipeline Analytics • Marketing Analytics • Customer Service Analytics

Customer data captured daily or weekly from Salesforce to GoodData. Other sources may also be added to the mix.

• Best Practices: Reports capture best practices for tracking sales performance, lead conversion, support success, and customer life cycle.

• Fully Customizable: Every report and dashboard

Pre-Populated Dashboards & Reports

can be easily customizable to meet companyspecific needs. Custom fields in Salesforce CRM are simple to capture, too!

automatically populated with the freshest data & presented within the Salesforce UI or delivered via e-mail.

• Deep Integration with Salesforce CRM: • Data Integration: Scheduled, automated data • • • •

integration with Salesforce CRM, including weekly data snapshots for trending. Single Sign-on: Integrated authentication (SSO) Embedding: Flexible embedding of reports, charts, and dashboards into Salesforce CRM Report Detail Granularity: Reporting against Salesforce user/role hierarchies E-mail Updates: Scheduled reports via e-mails

Deep Dive

Easy Analysis Users can easily slice & dice any report at the press of a button.

“With GoodData, Salesforce users get access to the power of analytics without the typical complexity of BI deployments.” —!Brett Queener ! Senior Vice President ! Products, salesforce.com

The Bottom Line

GoodData makes it easy to trend sales performance over time and group deals by size or age.

• Proven Solution at TriNet, Enterasys Networks, Black Duck Software and many more

• Fast everything typically integrated up and running smoothly in one to a few weeks

• Easy non-technical users who typically live in Excel can be slicing and dicing data in a matter of days

• Affordable starting at $750 per month

Get Started Today Try GoodData’s customer analytics demo. Sign up today at www.gooddata.com Contact us to schedule a 30-day free trial with your Salesforce data - we can get you live in one week.