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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 6 years ago providing IT consulting services

  Global Delivery Centers: Headquarters at San Francisco, CA & Nearshore centre at
     Costa Rica & Colombia, Offshore Centers in Gurgaon, India & Beijing China.


  Business Intelligence: Salesforce.com customer analytics, force.com cloud
     application analytics implementation; customization; remote support & Admin; 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 Demand! 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
   Costa Rica Office                                  India Office
   Building number 795,                               667, 3rd floor, Udyog Vihar,
   from Taco Belll 400 west,                           Phase V, Gurgaon -122016
   50 north.San Pedro, Barrio Dent,                   India
   San Jose,
   Montes de Oca
                            US Office - Head Quarters
                            One Market Street, Spear Tower,
                                      Suite 3600
                                San Francisco CA 94105
                                     United States
                                   +1 415 293 8297

   Colombia Office                                    China Office
   Carrera 7 # 14-28 602,                             Rm.1102, Tower B, Landgent Center
   Bogota,                                            No.24 East 3rd Ring Road, Chaoyang District
   Cundinamarca, 11010,                               Beijing 100022, China
   Colombia
                                                      http://www.mansasys.com/locations


                                                                                                    297
How To Reach Us
 Costa Rica Office                      US Office

 Name: Madison Cloutier                 Name: Siva Devaki

 Title: Sr Sales Executive              Title: CEO & Founder

 Email: madison.cloutier@mansasys.com   Email: siva.devaki@mansasys.com
 Website: http://www.mansasys.com
 Phone: +1 281 733 2721                 Phone: +1 415 293 8297
 Mansa Systems                          Mansa Systems LLC
 Building number 795                    One Market St, Spear Tower
 from Taco Bell 400 west, 50 north      Suite 3600
 San Pedro, Barrio Dent,                San Francisco CA 94105
 San Jose, Costa Rica




                                                                          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 6 years ago providing IT consulting services Global Delivery Centers: Headquarters at San Francisco, CA & Nearshore centre at Costa Rica & Colombia, Offshore Centers in Gurgaon, India & Beijing China. Business Intelligence: Salesforce.com customer analytics, force.com cloud application analytics implementation; customization; remote support & Admin; 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 Demand! 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 Costa Rica Office India Office Building number 795, 667, 3rd floor, Udyog Vihar, from Taco Belll 400 west, Phase V, Gurgaon -122016 50 north.San Pedro, Barrio Dent, India San Jose, Montes de Oca US Office - Head Quarters One Market Street, Spear Tower, Suite 3600 San Francisco CA 94105 United States +1 415 293 8297 Colombia Office China Office Carrera 7 # 14-28 602, Rm.1102, Tower B, Landgent Center Bogota, No.24 East 3rd Ring Road, Chaoyang District Cundinamarca, 11010, Beijing 100022, China Colombia http://www.mansasys.com/locations 297
  • 17. How To Reach Us Costa Rica Office US Office Name: Madison Cloutier Name: Siva Devaki Title: Sr Sales Executive Title: CEO & Founder Email: madison.cloutier@mansasys.com Email: siva.devaki@mansasys.com Website: http://www.mansasys.com Phone: +1 281 733 2721 Phone: +1 415 293 8297 Mansa Systems Mansa Systems LLC Building number 795 One Market St, Spear Tower from Taco Bell 400 west, 50 north Suite 3600 San Pedro, Barrio Dent, San Francisco CA 94105 San Jose, Costa Rica 297
  • 18. 297