Style Intelligence for Salesforce - SaaS BI

Style Intelligence for Salesforce is a BI application built for salesforce.com customers. If you are currently using salesforce.com, this application will take your analysis and dashboarding to the next level. In addition to giving you flashier, more interactive and easier-to-use views of your data, there are a host of capabilities that you can only find in Style Intelligence for Salesforce.
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New In Latest Edition

Now, in addition to tracking your sales pipeline and marketing lead data in Salesforce.com, Style Intelligence for Salesforce tracks customer services operations case handling data. A pre-built monitoring dashboard displays these KPIs:

  • Open cases by status, priority and age
  • Current case load by agent and status
  • Employee performance by cases closed and time to close
  • Overall case open vs. close rate
  • Same day close rates - overall and by agent

Drill-though capable reports that are embedded in the dashboard include:

  • High-priority cases - summary and detail by owner & case age
  • Exceptions reporting - number and detail of inactive cases 

Analyze Historical Snapshots

A common limitation of any CRM application, like salesforce.com, is the ability to deal with changing data, especially pipeline flow. A lead comes in, but then moves through different intermediate stages before eventually ending up as a won or lost opportunity or a long-term prospect. It's easy to take a snapshot in time of where all your leads are, but not so easy to analyze their behavior over time.

Style Intelligence for Salesforce automatically saves daily snapshots of your salesforce.com data and records all of the changes. Now you can:

  • measure sales success rates of campaigns from start to finish
  • compare the current performance of your marketing campaigns to previous ones

Optimize Current Performance

Because all of your salesforce.com history is now analyzable, you can spot trends or problems more quickly and take action. Now you can:

  • identify outliers in your sales funnel
  • track if year-to-date sales are on track to hit plan using historical patterns

Upgrade Your Reporting Capabilities

The reports that come with Salesforce are great, but there are plenty of things you wish you could do with them that now you can with Style Intelligence for Salesforce:

  • schedule reports for email distribution
  • combine multiple views in a single report
  • give more options for printing and exporting reports, including Excel, PDF, PowerPoint, and more
  • build parameterized reports which allow you to select the data you want to view, or automatically see the appropriate data based on security and sharing
  • organize your reports with sub-folders
Read reviews of Style Intelligence for Salesforce on the AppExchange.

Expand Your Dashboarding Power

The dashboard is the hub of your salesforce.com application, but the one that comes standard out of the box isn't the best for everybody, and allows limited interactivity. Let everybody on your team customize their own so that they get the most value out of your investment. With a Flash-based Web 2.0 interface, Style Intelligence for Salesforce lets anybody create their own dashboard in minutes by simply dragging your fields into charts, gauges, and other objects. Even not-so-technical people will be able to serve themselves by analyzing data within a completed dashboard, minimizing the support overhead for your dashboard and reporting solution.

"If you are spending more hours per quarter than you want to (10+ for me) carving up results using SF and spreadsheets, this will save you hours and let you dig much deeper into the data than you have been able to."

-John Wall, Style Intelligence for Salesforce user

Other Asked For Features

Style Intelligence for Salesforce solves these problems raised on the IdeaExchange at salesforce.com

  • Show Grand Totals on dashboard components
  • A single report/dashboard showing data appropriate to the current user
  • Date range filtering at the dashboard level
  • Color customization in charts
  • Pie charts displaying percentage values

For pricing information and to begin your evaluation of Style Intelligence for Salesforce today please contact InetSoft Sales.

View a Webinar for a recorded product training session for Style Intelligence for Salesforce .



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