Confidential

Agile Customer Analytics

Brian A McCarthyRegional Vice President303.921.9061bmccarthy@birst.com

2

Why Are SFDC Analytics So Important?

04/08/2023

Confidential

• To Know Your Customers is to Know Your Business– Harrah’s, Amazon

• SFDC: Not Just for SFA Anymore!

3

Survey Says…..

04/08/2023

Confidential

4

What’s Missing?

04/08/2023

Confidential

5

Finger in the Dyke?

04/08/2023

Confidential

SFDC/Birst Customer Profile

604/08/2023

Confidential

Multiple Sources of Data to Integrate SFDC, G/L, ERP, Web Analytics, Excel, Sales Comp, etc.

Advanced Analytical RequirementsSnapshot, Trend, CompareSlowly Changing DimensionAd-Hoc Formatted Reporting

Need to Extend Reports to Non-SFDC UsersBuild once, deploy anywhere

SFDC, Web, eMail, Mobile

IT Priorities Can’t Support Need/Pace of Change for Biz

7

Analytics Platform vs BI App

04/08/2023

Confidential

8

Insightful by Design

04/08/2023

Confidential

9

What Now?

04/08/2023

Confidential

SFA Analytics Webinar 4/26www.birst.com/about/events

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Download a Trialwww.birst.com/LP=55

Call Us/email us303.921.9061 / bmccarthy@ birst.com