DataSelf Analytics for Infor CRM
Formerly SalesLogix

Home/DataSelf Analytics for Infor CRM
Formerly SalesLogix
  • Easy report customization and distribution

  • Secured access on desktop, web & mobile devices

  • High performance (reports run under 10 secs)

  • Easy data extraction to data warehouse

  • Web Designer/Viewer Users: 20

  • Maximum Scheduled Refreshes: 2 per day

  • Orange Belt Training Attendees: 2 per year

  • Deploys in minutes

  • Deployment: Cloud
  • Source Systems: 1
  • Companies: 1
  • Cloud Data Space: 10GB
  • Desktop Users: Add-On
  • Maintenance and support: Included
  • Self-Service Training: Included
  • Easy report customization and distribution

  • Secured access on desktop, web & mobile devices

  • High performance (reports run under 10 secs)

  • Easy data extraction to data warehouse

  • Web Designer/Viewer Users: 20

  • Maximum Scheduled Refreshes: 1 per hour

  • Orange Belt Training Attendees: 6 per year

  • Deploys in days

  • Deployment: Cloud (on-premises available)
  • Source Systems: 1
  • Companies: 5
  • Cloud Data Space: 50GB
  • Desktop Users: Add-On
  • Maintenance and support: Included
  • Self-Service Training: Included
  • Easy report customization and distribution

  • Secured access on desktop, web & mobile devices

  • High performance (reports run under 10 secs)

  • Easy data extraction to data warehouse

  • Web Designer/Viewer Users: 20

  • Maximum Scheduled Refreshes: 1 per minute

  • Orange Belt Training Attendees: Unlimited

  • Deploys in days

  • Deployment: Cloud (on-premises available)
  • Source Systems: 2
  • Companies: 15
  • Cloud Data Space: 250GB
  • Desktop Users: 1
  • Maintenance and support: Included
  • Self-Service Training: Included

Add-Ons: see the pricing page for adding Web Designer/Viewer Users; Desktop Users (or its components: DataSelf ETL+ users; Cloud MS SQL Server users; Tableau OEM Desktop users); Shared Workbooks; Scheduled PDF Email Recipients; Source Systems; Companies; Cloud Data Space; More frequent Scheduled Refreshes; Orange Belt Training attendees.

Features:

  • Editions: Come pre-mapped to your source system. Includes DataSelf ETL+ for data warehouse maintenance. Data warehouse refresh and editing via 3rd party tools (ex.: SSMS) is possible with Pro and Enterprise. Multi-tenant AWS cloud with MS SQL Server & Tableau Server. Contact DataSelf for dedicated or on-premises environment. All user licenses are named (each person must have their own license).
  • Source System: ERP, CRM or other raw data source systems (plus unlimited Excel & CSV files). Pro and Enterprise Editions include the data warehouse as a source system.
  • Company: A specific source system database such as a MS SQL database, an ODBC DSN, or an OData URL.
  • Cloud Data Space: Measured by the data warehouse SQL data space used. Typically, ranges from 5% to 20% of the size of your source system database (data space without log).
  • Web Designer/Viewer User: Viewing, receiving scheduled email reports, design of reports & dashboards. It’s comprised of a Tableau OEM Explorer or Viewer user for web and mobile devices. Client assigns user roles (ex.: Explorer or Viewer and rights such as viewing, report designer, and site administrator).
  • Desktop User: Adding new source system tables; direct access to cloud data warehouse; design of Tableau data sources; design of elaborate reports & dashboards. Requires a Web Report Designer/Viewer user. The following licenses are included and are also available A la carte:
    • DataSelf ETL+ User: Easy and powerful extraction, transformation and loading of data into the data warehouse.
    • Cloud MS SQL User: Direct access to cloud data warehouse with tools such as Excel, Tableau, Power BI, Crystal Reports, MS SSMS / SSRS / SSAS. Pro and Enterprise enable SQL editing with 3rd-party tools. User configuration controls read and/or write access.
    • Tableau OEM Desktop User: Editing Tableau data sources, and creation of elaborate reports & dashboards. Requires a Web Designer/Viewer user.
  • Report and Dashboard Templateshttps://dataself.atlassian.net/wiki/spaces/DS/pages/1280376847/Report+and+Dashboard+Templates
  • Maximum Scheduled Refreshes: Unlimited manual refreshes. Very frequent refreshes are not recommended. Real-time refresh might be available from some source systems. Contact DataSelf to discuss.
  • Orange Belt Training: Monthly classes with limited seats available. Reserve your seats at www.dataself.com/training
  • Self-Service Trainingwww.dataself.atlassian.net/wiki/spaces/DS/pages/1125482515/DataSelf+Training
  • Maintenance and Supportwww.dataself.com/brochures/DsSMP_1706a.pdf
  • Shared Workbook: Add-On. Ability to share a Tableau OEM Workbook with an unlimited number of users. Ex.: to use in plant floor monitors.
  • Scheduled PDF Email Recipients: Add-On. Emailing PDF reports on a schedule basis to users without requiring a Web Report Designer/Viewer license. Up to one Tableau OEM workbook per day per email.

Formerly SalesLogix
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SalesLogix BI

Why Infor CRM / SalesLogix BI?

You know that SalesLogix / Infor CRM excels at CRM (customer relationship manangement), yet you may feel that its built-in reporting doesn’t provide the visibility into your business you need. You do need Infor CRM / SalesLogix BI! DataSelf Analytics fulfills that potential by adding extensive reporting agility and depth, amplifying your business intelligence benefits with Tableau and Microsoft BI technologies, and providing exactly what you need to turn your data into knowledge.

DataSelf Analytics provides capabilities that go beyond MS Reporting Services and Excel-based reporting, allowing users to analyze data extensively and easily. For instance, when doing sales analysis, users can analyze sales and profitability by parameters such as account, account manager, campaign, lead source, opportunity status and region, thus providing a variety of performance measures to better understand where to focus management’s attention.

DataSelf Analytics Rapid ROI 

Easy to use: On average, managers tackle 70% or more of their reporting needs without IT support.
Fast: It runs reports and dashboards in seconds regardless of the size of your databases.
• It’s a virtual “consultant in a box” with 5,000 must-have reports, dashboards & KPIs.

Popular Videos

• Ways to distribute reports to users (3-min): https://www.youtube.com/watch?v=95-YRJky1Ok
• How analytics can improve sales teams efficiency (45-min): https://www.youtube.com/watch?v=41VBmxgLFDI
• Analytics for multi-company consolidations (45-min): https://www.youtube.com/watch?v=XOQfEpDQAjE&

Infor CRM / SalesLogix Business Intelligence: Powerful and Affordable

DataSelf Analytics was built from scratch for mid-size organizations — based on 16-plus years of experience helping mid-size organizations implement business intelligence. We wanted a better solution than we could find on the market, so we made one ourselves.

DataSelf Analytics provides a wide range of high-end business intelligence benefits for Infor CRM (SalesLogix). Using industry-standard components comprised of Tableau and MS SQL Server, users can then take advantage of features such as self-service BI, data discovery, in-memory analytics, budgeting, consolidation, dashboards, data mining, data warehousing, ETL (Extraction, Transformation and Loading), financial reporting, forecasting, KPIs (Key Performance Indicators), multidimensional analysis, MS Power BI, MS Excel Pivot Table, OLAP cubes, MS Reporting Services, and MS SharePoint Integration.