Advanced Analytics for Salesforce
Join Rich Taylor, Looker’s Senior Director of Operations & Marketing (and a long time SFDC user), as he chats with Kevin Marr, Senior Looker Data Analyst. They’ll discuss the ways we, as well as our customers, use Looker to get the most out of data captured by SFDC. Better ways to leverage your SFDC Data with Looker: Snapshots of pipeline: Develop a clear understanding of the business, trends over time, and pipeline vs. target analysis. Conversion Rates: view them at each step of the sales funnel, and compare them across teams, individuals, and timeframes. Identifying trends: Project the probability of pipeline closing over time. Rep Specific Dashboards: Compare a single rep to team and the entire sales org on multiple factors, including customer health for improved and proactive customer retention.