Integrating QlikView with Salesforce.com was presented by David Sedgwick, Solutions Architect and Joe Francis, VP of Global Operations during the QlikView in Depth seminar track at The Business Discovery London event on 22nd November 2011

1. QlikView in Depth:
Integrating QlikView with salesforce.com
David Sedgwick
Joe Francis

2. Agenda/Objectives of the Session
• QlikView and Salesforce
– A great combination
• Salesforce and QlikView at QlikTech
– How and where we use it
• QlikStart Template
– Get working quickly with your own Salesforce data
• Q&A

3. QlikView & Salesforce
A marriage made in heaven…
..well…in the ‘cloud’ at least!

4. The Power of Salesforce
• One place for everything:
– Marketing and Leads
– Opportunities & Quotes
– Accounts & Contacts
– Content files & Libraries
– Analytics & Forecasting
– Email & Calendar integration
– Partners
– Chatter
– Support, Change requests etc.

5. Why QlikView & Saleforce are a great combination
•...To this: Discovery
Business
Insight into your data
• Bringing the power of Salesforce
together in one place
• From this..

6. How QlikView can enhance your Salesforce deployment
• Multiple Data Sources:
Salesforce Forecasts v
Transaction System Sales
• Everything in one place:
Leads, Opportunties & Sales in a
single screen
Past Current Future
• Capture changes over time
Conversion Rates TY v LY
Finance System SFDC

7. Integration goes both ways
• QlikView available in Salesforce

8. Drinking our own champagne..
An overview of deployment of SFDC and
QlikView at QlikTech

9. Summary of the deployment - before
CRM suffering from poor user adoption – and
1. Previous
many excuses.
2.No insight into Pipeline (lead indicator) and no clear way of
tracking Marketing to Sales handover and therefore
effectiveness.
3.Lower Sales Productivity and Forecast Accuracy due to
spreadsheet forecasting
4.Installed on Client Server infrastructure
5.No support for our Partner channel
6.Terrible data quality, no consistent insight into
Territory/Accounts

10. Summary of the deployment - after
1.High adoption/low excuse value – simplicity (900 Internal
Users across all departments)
2.50%+ sales indirect (>1500 Partner Users)
3.Single CRM and PRM system, web and mobile
4.Approvals and standardised forecasting
5.Content and Chatter as key KM & Collaborations tools
6.75 day deployment to 90% of company in one day
7.PRM launch 60 days later

11. Key supporting business initiatives - Sales
1.CCS – Consistent Selling Methodology embedded into
Opportunity Management & Forecasting (QV – Qompass). Close
scrutiny of Pipeline.
2.QlikBuy – Configure/Price/Quote transactional engine for
smaller deals reducing deal closure times.
3.Qonnect Program for Partner Management – only way to
manage multiple margin structure is in salesforce.com & business
plans and partner portfolio managed via QV Partner Performance
4.Sales Performance and Commission driven from information in
salesforce.com and Navision (with QV QTSales as central tool)
5.Chatter – Significant improvement in collaboration and
knowledge sharing (eg. Competition/Pricing/Industry Forums/PR
and SVP Sales updates)

12. Key supporting business initiatives –
Marketing, Services and Support
1. Marketing – Marketo for lead nuturing and scoring and tracked
in QV Qompass. Market Qompass used for overall Market Sizing
and Territory management.
2. Lead handover process to Sales – use Opportunities instead of
Leads and all tracked via QV Opportunity Dashboard. Measures
contribution of Sales vs Marketing to Pipeline and Closed
business.
3.Campaign Performance Management – consistent approach to
campaign management across Marketing organisation and use of
QV to measure ROI
4.Services – QSM deployed using sfdc Account structure &
tracked via QV Expert Services app.
5.Support – tracking of Customer Satisfaction, Resolution Times
and other KPI’s via QV app

13. Demonstration

14. Try It Yourself
Salesforce QlikStart Template

15. Start Using QlikView with SFDC Quickly
Five Easy Steps
1. Download the salesforce connector
2. Download the qlikstart template
3. Enter appropriate credentials
4. Reload the application
5. Start Discovering...

16. QlikView SalesForce Connector
• Download for free on global.qlikview.com/download

17. QlikView « QlikStart » for SalesForce.com
• Download SalesForce application on demo.qlikview.com

18. Simple instructions are built in..
Enter ID and Password
Tell it where to store the data
Start Discovering!
Reload

19. What it gives you
• A set of key information deliverables for your salesforce.com instance
• Data extraction scripting already prepared
• Pre defined calculations too
• A ready to use Business Discovery application combining dashboards,
charts and reports
• Value for both IT and the business:
– IT a series of predefined extraction scripts with table joins and calculations
provide valuable insight.
– The business user can start using the predefined reports to analyse their
business within a very short time.

20. Where to find materials?
• Qlik Community
– community.qlikview.com
• Qlik Demos
– http://demo.qlikview.com/
– http://eu.demo11.qlikview.com/
• QlikDownloads
– http://global.qlikview.com/download/

21. Summary
• QlikView and Salesforce
• Salesforce and QlikView at QlikTech
• QlikStart Template

22. Questions

23. Meet the Presenters at Qbar in King George III

24. Feedback Forms
• Please find your feedback forms in
the back of your notepads.
• Please complete your Feedback
Form and hand them in at the
registration desk before you leave
to receive:
• An event bag which contains:
– All the event content and
whitepapers.
– A USB with other collateral and
Customer Success Stories
– Various QlikTech Goodies
Thank you!