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Salesforce.com Customer Analytics
Services Overview




                                    297
Salesforce.com User, Do You Wonder…
  Sales      How accurately are you able to forecast your sales? Is this changing over time?
             How is my pipeline changing over the quarter? By rep? By industry? By product?
           By customer size?



                                                                                   Marketing
  How many leads were generated across campaigns and channels? How has this
changed over time?
  What is the overall ROI for lead generation and nurturing campaigns?



 Support
              Which support personnel and processes are doing well? Who are missing their
            goals?
              What are the key performance metrics for my (response time per incident, first-
            time call resolution)?



                                                                                           297
What                                 Can Do?
                           Simple, Flexible & Powerful

                       On Demand reporting and analysis
                       Visualize Results
                       Customized Reports and Dashboards
                       Track unique metrics and KPIs
                       Mash up additional data sets
                       Collaborate with co-workers

  For Business Users                               For Administrators & IT

  Sales Pipeline Trending                   Build historical reports just in few clicks.
  Marketing Campaign Analysis               No more complex reports and queries
  Customer Service Performance              No more Visual force pages analytical
  Analytics                                 reports
  Analyze Customer Data



                                                                                           297
How                                    Works?

Accounts &         Marketing &
 Contacts            Leads


                                      Force.com
                                     Web Services
Opportunities        Call Center




  Customer
   Portal              Social

  Fields Captured from Sales,      Automated, Scheduled Data   Pre-built reports & dashboard
  Marketing & Service Cloud                Loading             Analyze data the way you want




                                                                                               297
Who We Are?
  History: Mansa Systems was established 4 years ago providing IT consulting services

  Global Delivery Centers: Headquarters at Newark, CA & Offshore Centers in Beijing,
     China and New Delhi, India


  Business Intelligence: Salesforce.com customer analytics, force.com cloud
     application analytics implementation; customization; user training; support - data
     management, metrics, reporting & dashboards


  Salesforce.com & force.com expertise: Salesforce.com Implementation,
     Integration, customization, force.com application development, force.com sites
     design, development


                                                http://www.mansasys.com/about



                                                                                          297
What We Do?
  Implementation, Customization, Development, Training & Support For



    for Salesforce.com                      for Salesforce.com
     for Business Users                    for Administrators & IT

    Sales Pipeline Analytics
                                      Build complex analytical reports
    Marketing Analytics
                                      Replace Visual force based reports
    Service & Support Analytics
                                      Build historical reports
    Customer Life Cycle Analytics




                                                                           297
Why Mansa?
  On Time, On Budget & Customer Satisfaction Guaranteed!

       Proven Experience in Business Intelligence & Cloud Platform
       Salesforce.com Global Consulting Partner
       Certified Professionals
       Fixed Bid Projects
       Flexible Pricing Options
       Global Delivery
       Cost Effective, Reliable & Experienced
       Best Customer References




                                                                     297
How We Do?
                  Define


       Deploy              Discover




       Validate            Design


                  Build



                                      297
DEFINE Phase
Entry
       Approved SOW
       Project Kick off meeting
       Meet key personnel from business and IT

Task
        Business process walk through
        Identify key measures for business performance
        Identify critical success factors
        Identified KPI’s and metrics
        Gather analytic data requirement
        Define Subject Areas

Validate
       Review and sign off on Scope of Work and Project Plan
Exit
       Document the measures and dimension



                                                                297
DISCOVER Phase
Entry
       Document of measures and dimension
Task
        Determine data source
        Build business model
        Identified facts and dimension tables
        Perform gap analysis

Validate
        Review and sign off on Analytics data requirement

Exit
        Gap Analysis document
        Update requirement document after validation




                                                             297
DESIGN Phase
Entry
        Updated requirement document and Gap Analysis
       document

Task
        Prepare meta data design
        Prepare report design
        Prepare ETL design
        Decide how to present data to users

Validate
       Review and sign-off on analytics meta data , dashboard
       report design & ETL design
Exit
        Analytics meta data design
        Dashboard design
        ETL design



                                                                 297
BUILD Phase
Entry
       Signed off Design

Task
        Configure reporting meta data
        Build ETL and the dashboards
        Set up test users

Validate
       Identify any data gap to answer business questions

Exit
        Configured dashboards
        Configured ETL




                                                             297
VALIDATE Phase
Entry
       Configured dashboard
       Configured ETL

Task
        Validate dashboard and reports
        Validate ETL and data
        Prepare deployment document

Validate
        Review and signoff on UAT

Exit
       Functionally & technically tested report and dashboard
        Deployment document




                                                                 297
DEPLOY Phase
Entry
       Tested reports and dashboard
       Detailed deployment document

Task
        Move reports, dashboard and ETL to production environment
       Deploy application in production environment
       Administrator’s maintenance guide

Validate
       Review and signoff on the production environment

Exit
       Complete set up of production environment




                                                                     297
Customers




            http://www.mansasys.com/customers



                                           297
Locations

     Head Quarters                    India Office
     39675 Cedar Blvd, Suite 250      HIG 20, KPHB Colony
     Newark CA 94560                  Kukatpally Hyderabad
     United States                    India




     UK Office                        China Office
     9 Arnold Close                   Rm 1607, LC International Center
     Harrow HA39TN                    Tongzhou District
     London                           Beijing 101100
     United Kingdom                   China


                                   http://www.mansasys.com/locations



                                                                         297
Contact Us


        +(1) 510-857-5700

        info@mansasys.com

        http://www.mansasys.com/contact-mansa




                                                297
297

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Mansa Systems Salesforce Customer Analytics Services

  • 2. Salesforce.com User, Do You Wonder… Sales How accurately are you able to forecast your sales? Is this changing over time? How is my pipeline changing over the quarter? By rep? By industry? By product? By customer size? Marketing How many leads were generated across campaigns and channels? How has this changed over time? What is the overall ROI for lead generation and nurturing campaigns? Support Which support personnel and processes are doing well? Who are missing their goals? What are the key performance metrics for my (response time per incident, first- time call resolution)? 297
  • 3. What Can Do? Simple, Flexible & Powerful On Demand reporting and analysis Visualize Results Customized Reports and Dashboards Track unique metrics and KPIs Mash up additional data sets Collaborate with co-workers For Business Users For Administrators & IT Sales Pipeline Trending Build historical reports just in few clicks. Marketing Campaign Analysis No more complex reports and queries Customer Service Performance No more Visual force pages analytical Analytics reports Analyze Customer Data 297
  • 4. How Works? Accounts & Marketing & Contacts Leads Force.com Web Services Opportunities Call Center Customer Portal Social Fields Captured from Sales, Automated, Scheduled Data Pre-built reports & dashboard Marketing & Service Cloud Loading Analyze data the way you want 297
  • 5. Who We Are? History: Mansa Systems was established 4 years ago providing IT consulting services Global Delivery Centers: Headquarters at Newark, CA & Offshore Centers in Beijing, China and New Delhi, India Business Intelligence: Salesforce.com customer analytics, force.com cloud application analytics implementation; customization; user training; support - data management, metrics, reporting & dashboards Salesforce.com & force.com expertise: Salesforce.com Implementation, Integration, customization, force.com application development, force.com sites design, development http://www.mansasys.com/about 297
  • 6. What We Do? Implementation, Customization, Development, Training & Support For for Salesforce.com for Salesforce.com for Business Users for Administrators & IT Sales Pipeline Analytics Build complex analytical reports Marketing Analytics Replace Visual force based reports Service & Support Analytics Build historical reports Customer Life Cycle Analytics 297
  • 7. Why Mansa? On Time, On Budget & Customer Satisfaction Guaranteed! Proven Experience in Business Intelligence & Cloud Platform Salesforce.com Global Consulting Partner Certified Professionals Fixed Bid Projects Flexible Pricing Options Global Delivery Cost Effective, Reliable & Experienced Best Customer References 297
  • 8. How We Do? Define Deploy Discover Validate Design Build 297
  • 9. DEFINE Phase Entry Approved SOW Project Kick off meeting Meet key personnel from business and IT Task  Business process walk through  Identify key measures for business performance  Identify critical success factors  Identified KPI’s and metrics  Gather analytic data requirement  Define Subject Areas Validate Review and sign off on Scope of Work and Project Plan Exit Document the measures and dimension 297
  • 10. DISCOVER Phase Entry Document of measures and dimension Task  Determine data source  Build business model  Identified facts and dimension tables  Perform gap analysis Validate  Review and sign off on Analytics data requirement Exit  Gap Analysis document  Update requirement document after validation 297
  • 11. DESIGN Phase Entry  Updated requirement document and Gap Analysis document Task  Prepare meta data design  Prepare report design  Prepare ETL design  Decide how to present data to users Validate Review and sign-off on analytics meta data , dashboard report design & ETL design Exit  Analytics meta data design  Dashboard design  ETL design 297
  • 12. BUILD Phase Entry Signed off Design Task  Configure reporting meta data  Build ETL and the dashboards  Set up test users Validate Identify any data gap to answer business questions Exit  Configured dashboards  Configured ETL 297
  • 13. VALIDATE Phase Entry Configured dashboard Configured ETL Task  Validate dashboard and reports  Validate ETL and data  Prepare deployment document Validate  Review and signoff on UAT Exit Functionally & technically tested report and dashboard  Deployment document 297
  • 14. DEPLOY Phase Entry Tested reports and dashboard Detailed deployment document Task  Move reports, dashboard and ETL to production environment Deploy application in production environment Administrator’s maintenance guide Validate Review and signoff on the production environment Exit Complete set up of production environment 297
  • 15. Customers http://www.mansasys.com/customers 297
  • 16. Locations Head Quarters India Office 39675 Cedar Blvd, Suite 250 HIG 20, KPHB Colony Newark CA 94560 Kukatpally Hyderabad United States India UK Office China Office 9 Arnold Close Rm 1607, LC International Center Harrow HA39TN Tongzhou District London Beijing 101100 United Kingdom China http://www.mansasys.com/locations 297
  • 17. Contact Us +(1) 510-857-5700 info@mansasys.com http://www.mansasys.com/contact-mansa 297
  • 18. 297