- What Every CxO Needs to Know about Salesforce.com
- Why Are You Looking at an SFA or a CRM System?
- Keeping the Big Picture in Focus
- Your Role in Driving Project Approval
- Your Role Once the Project Is Under Way
- Your Role in the Adoption Cycle
- Your Role after Deployment: Using SFDC to Help Drive the Ship
- Essential Tools for the Executive
Essential Tools for the Executive
Most executives want to see reports, dashboards, and scorecards for their organization. When sophisticated reports and analytics are desired, SFDC reports will typically be supplemented by outboard systems such as data warehousing, business intelligence, and scorecarding systems. It will take several months for SFDC’s underlying data, integration process, and outboard databases to sufficiently mature to make such analysis worthwhile. Talk to your business analysts about when you can get the reports and summaries you need.
If you are a hands-on executive and want to be quickly able to get information while you’re on the road, there are a couple of nice tools for you. SFDC’s mobile edition lets you find key information right on your smartphone (iPhone, Android, BlackBerry, and Microsoft Mobile devices) in real time. You can look up almost anything, and you can even enter new data (if your fingers are nimble). There’s also a mobile version of chatter, which lets you see the internal collaboration around any topic, company, or customer issue. There’s nothing like chatter for getting an issue escalated and resolved in real time. In addition to the instant access these tools provide, the mobile tools have great “wow value” with customers.