Software Sherpa » Salesforce.com http://www.softwaresherpa.com Your Guide to Enterprise Software and Peak Business Performance Sat, 07 Aug 2010 21:29:15 +0000 en hourly 1 http://wordpress.org/?v=3.0 Sample Xcelsius Tradeshow Marketing Campaign Dashboard with Saleforce.com Integration http://www.softwaresherpa.com/sample-xcelsius-tradeshow-marketing-campaign-dashboard-with-saleforcecom-integration/ http://www.softwaresherpa.com/sample-xcelsius-tradeshow-marketing-campaign-dashboard-with-saleforcecom-integration/#comments Tue, 04 May 2010 15:29:50 +0000 Sean Anderson http://www.softwaresherpa.com/?p=1043
  • Sample Xcelsius Marketing Campaign ROI Dashboard
  • Sample Xcelsius Marketing Dashboard with What If? Analysis
  • Sample Xcelsius Marketing Program Analysis Dashboard
    • ]]>     This sample Xcelsius Marketing Campaign Effectiveness Dashboard is a mashup of Salesforce.com campaign and lead data with a Google Map to provide visual analysis of the campaign’s effectiveness. The data represents a series of road show events held throughout the U.S., put on by a solar energy company promoting its new products.

    The demo allows users to initially analyze measures about each road show such as their budgeted and actual cost, and the percentage of invited leads that attended the event.  This summary information appears on the dashboard within bullet charts.

    The next level of analysis allows users to drill into each road show location and see which leads attended the event and the product interests for each event attendee.  This allows a marketing/sales analyst to quickly understand the distance leads are willing to travel to events, regional preferences among event attendees, and potential locations for additional shows.

    For more information about integrating Salesforce.com reports into Xcelsius, visit  Moss Solutions and sign up for the Force.com Integration for Xcelsius beta.

    To integrate Google Maps into your Xceslsius dashboards, visit Centigon Solutions and download a GMaps Plugin trial today!

    Get Adobe Flash player

    Related posts:

    1. Sample Xcelsius Marketing Campaign ROI Dashboard
    2. Sample Xcelsius Marketing Dashboard with What If? Analysis
    3. Sample Xcelsius Marketing Program Analysis Dashboard

    ]]>     http://www.softwaresherpa.com/sample-xcelsius-tradeshow-marketing-campaign-dashboard-with-saleforcecom-integration/feed/ 0     Crystal Reports for Salesforce.com Demo http://www.softwaresherpa.com/crystal-reports-for-salesforcecom-demo/ http://www.softwaresherpa.com/crystal-reports-for-salesforcecom-demo/#comments Sat, 12 Dec 2009 22:30:48 +0000 Sean Anderson http://www.softwaresherpa.com/?p=858
  • Video: Improve Sales Reporting and Forecasting with Crystal Reports for Salesforce.com
  • Event: Crystal Reports 2008 – Report Design Best Practices
  • Roambi iPhone and IPad Application Demo
    • ]]>     In this video, you’ll see a brief demonstration of how you can:

    • Access CrystalReports.com within Salesforce.com
    • Manage Your Crystal Reports within Salesforce.com
    • Invite Other Salesforce.com Users to View Your Crystal Reports

    Related posts:

    1. Video: Improve Sales Reporting and Forecasting with Crystal Reports for Salesforce.com
    2. Event: Crystal Reports 2008 – Report Design Best Practices
    3. Roambi iPhone and IPad Application Demo

    ]]>     http://www.softwaresherpa.com/crystal-reports-for-salesforcecom-demo/feed/ 0     Video: Improve Sales Reporting and Forecasting with Crystal Reports for Salesforce.com http://www.softwaresherpa.com/video-improve-sales-reporting-and-forecasting-with-crystal-reports-for-salesforcecom/ http://www.softwaresherpa.com/video-improve-sales-reporting-and-forecasting-with-crystal-reports-for-salesforcecom/#comments Tue, 25 Aug 2009 16:57:29 +0000 Sean Anderson http://www.softwaresherpa.com/?p=320
  • Crystal Reports for Salesforce.com Demo
  • Event: Crystal Reports 2008 – Report Design Best Practices
  • Video: Saavis Launches SAP CRM 7.0 and Xcelsius Sales Dashboards
    • ]]>     If your sales organization is using Salesforce.com and you’re looking to improve your sales reporting and forecasting, check out this video testimonal from Angie Reese, CRM Business Applications Manager at GENBAND:

    In the video, Angie shares that before GENBAND started using Crystal Reports, they were struggling in a couple of key areas with the standard Salesforce.com reporting engine:

    1) Data Integration: They had to run several reports and combine the data in order to get what they truly were after.

    2) Manual Process: They had to manually update reports every night to ensure that they had the latest metrics.

    Using Crystal Reports for Salesforce.com, they were able to pull all of the data that they needed from various source systems into one single report and establish triggers to automatically refresh reports.

    Related posts:

    1. Crystal Reports for Salesforce.com Demo
    2. Event: Crystal Reports 2008 – Report Design Best Practices
    3. Video: Saavis Launches SAP CRM 7.0 and Xcelsius Sales Dashboards

    ]]>     http://www.softwaresherpa.com/video-improve-sales-reporting-and-forecasting-with-crystal-reports-for-salesforcecom/feed/ 0