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Advanced Reporting and Dashboards for Executive Visibility Jim Lukens, Salesforce.com Courtney House, Envision Telephony, Inc. Track: Advanced EE System Administrators
Safe Harbor Statement ,[object Object],[object Object],[object Object],[object Object]
Jim Lukens Principal Consultant Salesforce.com [email_address]
Beyond Login Rate Adoption Metrics  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Sales Performance Metrics ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Process Optimization Metrics ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Adoption Usage Benchmarking ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Existing Tools and Learning Centers ,[object Object],[object Object],[object Object],[object Object]
Courtney House Project Manager Envision Telephony, Inc. [email_address]
Envision Telephony, Inc.  ,[object Object],[object Object],[object Object],INDUSTRY:  Software EMPLOYEES:  100 GEOGRAPHY:  Global PRODUCT(S) USED:  SFA, Service & Support, DreamTeam, Surveyforce # USERS:  75
Case Study Template – Key Challenges  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Case Study Template – The Solution  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],DEPLOYMENT DETAILS
Demo Template  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Jim Lukens Principal Consultant Courtney House Project Manager QUESTION & ANSWER SESSION Salesforce.com Envision Telephony, Inc.
Session Feedback Let us know how we’re doing! ,[object Object],[object Object],[object Object],[object Object],[object Object],Save time! Use your cell phone or mobile device to send Feedback via SMS/Text Messaging! Send a message to  26335 In the message body:   Session 127, ####   For example, “ Session 123, 5555 ” Session ID:  127 Session ID # Scores for 4 categories SMS Voting powered by:

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Advanced Reporting and Dashboards for Executive Visibility

  • 1. Advanced Reporting and Dashboards for Executive Visibility Jim Lukens, Salesforce.com Courtney House, Envision Telephony, Inc. Track: Advanced EE System Administrators
  • 2.
  • 3. Jim Lukens Principal Consultant Salesforce.com [email_address]
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  • 9. Courtney House Project Manager Envision Telephony, Inc. [email_address]
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  • 14. Jim Lukens Principal Consultant Courtney House Project Manager QUESTION & ANSWER SESSION Salesforce.com Envision Telephony, Inc.
  • 15.