ReadyTalk

Meet with Confidence

A Data Geek's Dream(force) Come True

Posted by Susan Ulrich on
Share this Post:

I just returned from Salesforce.com's annual user conference in San Francisco. It's astounding to me how much this conference has grown and changed over the years; the speakers, the sessions, the parties and rock concerts, the partner expo, and the much anticipated product announcements. I have to admit there are times when I miss the familial feel of old days, but it's also been really exciting to watch Dreamforce become the "must attend" event of the year for over 45,000 people.

Rather than trying to recap everything I saw and learned this year, I've decided to focus on one area that is near and dear to my heart, data. My favorite session at this year's conference was the "Roadmap Sneak Peak: The Future of Analytics in Salesforce" led by Mr. Thomas Tobin, Director of Product Management at Salesforce.com and data guru extraordinaire. This session moved quickly and was packed with information. I did my best to take notes and keep up. As with any roadmap there are likely to be changes, but I'd like to share with you some of the features introduced that I'm most excited about.

Exception reporting - Partially addressed with custom reports but not fully. Have you ever been asked to run a report of all accounts without an opportunity? How about leads with no scheduled activity in the next 30 days? Salesforce feels our pain.

Custom Reports (one parent, many children) - I love this. At ReadyTalk we have several custom objects tied to our contact, or customer records. Currently I have to run multiple reports to see all of their relationships with us. Now I'll be able to look at individual web and audio usage, along with their customer survey responses, and see if their participating of any of our product pilot programs. All in one report!

Joined reports - No more dumping multiple reports into excel to show metrics on a single data point. In the not too distant future we'll be able to run those reports right in Salesforce and group them by a common field, like account owner, or opportunity close date. Nice.

Some other cool enhancements we have to look forward to include "bucketing" or creating custom report fields without having to add them permanently to a record object. Dynamic Dashboards will allow us to filter multiple dashboard components by a single filter field. And how about uploading external data sets into Salesforce as a single reporting source for all companywide metrics. Salesforce as a Business Intelligence tool? Bring it!

Any administrator who loves the reporting and dashboard features of Salesforce, but also knows their shortcomings, had to walk away from this session with a smile. I know I did. In fact it may have been the first time that the entire development team was on hand for a breakout, and received a standing ovation from the crowd when introduced. Well done guys. See you all at Dreamforce 2012!


Comments for A Data Geek's Dream(force) Come True

blog comments powered by Disqus

Recent Posts

How to Write the Break Up Letter

I recently shared 15 Ways You Know It's Time to Break Up (with your conferencing provider) because not every relationship is meant to last forever.   Once you have decided it is in...

What We Learned: 3 Webinar Features You Should be Using Today

What We Learned:  3 Webinar Features You Should be Using Today Yesterday, we hosted a great webinar on some new ReadyTalk features: 3 Webinar Features You Should be Using Today. We...

3 Webinar Features You Should be Using to Get More Value from Your Webinars

3 Webinar Features You Should be Using to Get More Value from Your Webinars “Am I getting ROI on my webinars? How can I make it be better?” These questions are often in the back of...

Online Meetings Like a Boss!

Online Meetings Like a Boss! Just because a meeting is happening online, isn't an excuse for it to be a waste of time. Want to host better online meetings? Check out these 8 tips...

4 Ways to Join a ReadyTalk Meeting Faster

4 Ways to Join a ReadyTalk Meeting Faster ReadyTalk offers more ways than ever to meet online faster, right from where you are working. Join a webinar on the go from your mobile,...

ReadyTalk for Salesforce1 Now Available

Schedule Meetings From Your Phone! With ReadyTalk for Salesforce1, you can schedule meetings right from your phone. And all the important details of your customer meeting or...

7 Ways to Do Security

7 Ways to Do Security If security is a priority for your organization, you will want to ensure that your audio and web conferencing services and recordings are not being accessed...

It's All About Velocity (part III)

This is the final post in a three-part series on funnel velocity. As we talked about in my first post, velocity is a key measurement for marketing efficiency. In my second post, I...

It's All About Velocity (part II)

As you read in yesterday's post on funnel velocity, you first need to identify all of the breakpoints in your lead process before you can start tweaking them. Let’s take a look at...