Salesforce.com’s Users Get New Level of Self-service Access to Custom Fields for Dashboards and Reports
Piscataway, NJ – September 11, 2009 - InetSoft Technology, an innovator in dashboard, reporting and analysis solutions, today announced a new version of its business intelligence application for salesforce.com users. This version features a new self-service data modeling capability that permits custom objects and fields in the salesforce CRM database to be used in custom designed dashboards and reports. InetSoft’s BI product is the first in the salesforce.com AppExchange to offer this capability.
Style Intelligence for Salesforce is a business intelligence software application that allows salesforce.com customers to gain better insight into their sales, marketing and service operations data using interactive, Flash-based analytical and monitoring dashboards and drillable, flexibly designed reports. The application includes thirteen prebuilt dashboards and reports that offer immediate productivity, plus a drag-and-drop self-service custom dashboard and report designer. In addition to providing more visually compelling operational dashboards, the application also enables sophisticated, but intuitive, visual analysis with a multi-dimensional charting engine and point and click input controls such as filter box lists, drop-down selection lists, and range sliders.
Deeper insights and advanced analytics are made possible by the storage of historical snapshots of all changes in sales pipeline, marketing campaign, and customer service case handling data. Key performance indicators such as:
- average time spent in each stage of the sales pipeline
- time to convert a lead to an opportunity, and
- average case handle time
are automatically calculated. Comparing current performance to historical metrics such as these permit useful analyses such as:
- comparing the current performance of marketing campaigns in progress to previous ones, at the corresponding point in the campaign,
- identifying outliers, or “stuck opportunities,” in the sales funnel, and
- gauging whether year-to-date sales are on track to hit plan using historical, seasonal patterns.
“Organizations have found our business intelligence software to be very attractive for the strong, but easy to use, self-service dashboard and report design tools,” commented Mark Flaherty, Vice President of Marketing at InetSoft. “They are able to satisfy the demands of many individuals with personalizable views of their data and can save hours of effort in gathering their data for weekly operational meetings, for instance. But the more sophisticated enterprises who expand their salesforce implementation with custom objects and fields have been frustrated by other applications that either don’t provide access to this data or require expensive custom setup. Now InetSoft’s application overcomes those barriers and gives even more power to users.”
InetSoft offers a “free account for life” promotion for Style Intelligence for Salesforce that enables free use of the pre-built dashboards and reports. Ongoing access to custom objects and fields is a feature of the paid service option, which can be evaluated upon request. For more information and to install the free account, visit http://www.inetsoft.com/solutions/salesforce/.
Style Intelligence for Salesforce is built on InetSoft’s core on-premise product, Style Intelligence, which is a full-featured business intelligence solution with access to multiple data sources and offers advanced capabilities such as OLAP analysis and data mashup.
Since 1996 InetSoft has been delivering easy, agile, and robust business intelligence software that make it possible for organizations and solution providers of all sizes to deploy or embed full-featured business intelligence solutions. Application highlights include visually-compelling and interactive dashboards that ensure greater end-user adoption plus pixel-perfect report generation, scheduling, and bursting. InetSoft’s patent pending Data Block™ technology enables productive reuse of queries and a unique capability for end-user defined data mashup. This capability combined with efficient information access enabled by InetSoft’s visual analysis technologies allows maximum self-service that benefits the average business user, the IT administrator, and the developer. InetSoft solutions have been deployed at over 3,000 organizations worldwide, including 25% of Fortune 500 companies, spanning all types of industries.