Effectively using all of your CRM data and more Brian Conway Senior Sales Executive Dan Edwards, CPA Senior Presales Specialist

Reasons why people typically use CRM Salespeople need Customer Overview and Opportunity Pipelines Support staff need Case Management and Activity Tracking Marketeers need Campaign and Customer Response Reports Managers and Executives need a top-down view – summarized data All users need information on records, transactions, activities, etc.

So what is the answer?Business Intelligence

What is Business Intelligence? A set of methodologies, processes, architectures, and technologies that transform raw data into meaningful and useful information used to enable more effective strategic, tactical and operation insights and decision-making.

What are Metrics? Standards of measurement by which efficiency, performance, progress, or quality of a plan, process, or product can be assessed.

Key business statistics which measure a firm’s performance in critical areas such as: number of new leads average days to close customer satisfaction % KPIs show the progress (or lack of it) toward realizing the firm’s objectives or strategic plans by monitoring activities which (if not properly performed) would likely cause severe losses or outright failure.

Easy to Understand Quantitative Measures What is Important Causes Correct Behavior Metrics Should be Easy to Collect

Can handle vast amounts of data Data can come from multiple sources in multiple forms and formats Data can be automatically combined, correlated, filtered & transformed Resulting information can be presented in easily consumed visualizations

Advanced Find Chart Wizard Report Wizard Dashboards Export to Excel

Demonstration– CRM Chart Wizard & Dashboard

Requires a CRM License Limited functionality Requires technical knowledge XML Editing Visual Studio Limited to CRM Data Performance Concerns

1,000 analytics accelerating time to value & providing complete visibility Pre-built, Complete BI solution ‘Buy, Not Build’ Business Intelligence 1 solution for reporting, analysis, visualization, metrics, & report distribution 1 solution for easily joining multiple data sources 100% web enabled access to your data from anywhere, anytime, on any device

ZAP Solution Overview Increasing Business Value Dynamics Analytics by ZAP Finance, CRM, Manufacturing, Supply Chain, Industry Integration Business outcomes Analytics for ERP & CRM SQL Applications Microsoft Dynamics ZAP Business Intelligence Embedded in Dynamics & Excel Browsers & Mobile SharePoint Microsoft Integration ZAP Business Intelligence Visualizations Reports/Dashboards Scorecards & KPI’s Data Presentation ZAP CubeXpress + Operational Datastore Data Quality & Management Multi-dimensional Datastore

Solution Demonstration– ZAP Business Intelligence

Questions