DataSelf Analytics for Salesforce.com

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  • 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.

Salesforce BI and Analytics

DataSelf Analytics for Salesforce brings answers to everyone, Data Geek and Data-Hungry, Non-Geek alike. 

“DataSelf has changed the whole essence of our company. This is the first time we started seeing our true growth – what we were winning, losing, and how my team’s sales efforts were working.” -David Wieder, Sales Director at NPC Global Corp

Read the full story.

For the data-hungry, non-geek

  1. DataSelf is flexible enough to pull data from all over your organization.
  2. By pulling data from everywhere, DataSelf provides valuable insights into every aspect of your business.
  3. Your DataSelf can be ready in a matter of hours.
  4. With 1,500 reports ready on the first day, you don’t have to know how to build reports to start getting an ROI.
  5. When you’re ready, building your own custom reports is drag, drop, and filter.

For the data geek

  1. DataSelf uses a MS SQL data warehouse structure that has been refined over the last 15 years to satisfy data-hungry people.
  2. DataSelf uses Tableau for the front-end visualizations, which has been consistently rated one of the best BI tools in the market.
  3. DataSelf has been deployed repeatedly in Cloud, On-Premise, and Hybrid environments.
  4. The DataSelf ETL makes it possible to bring in other data sources and minimize impact on other systems.

3 Major Benefits of DataSelf Analytics for Salesforce

  • A mature BI system with over 1,500 report and dashboard templates: The result of years of development and serving organizations like yours using tools such as Tableau, Power BI or Excel. While each business is unique, there are lots of common reporting needs that are critical across many organizations.  For instance, do you have questions about your customer sales trend, for instance, which clients have the biggest sales growth or decline in this period? You’ll likely find perfect answers among our 400+ reports and dashboards for customer sales, or answers will only require simple template adjustments. Click here to learn more about our templates.

  • A flexible enterprise-grade data warehouse framework to consolidate all of your data silos: Have you ever wonder why your team spends so much time preparing data for reporting purposes? Why it takes so long to refresh your reports? And why sometimes different reports with the same metrics don’t match? All of these issues can be easily tackled with data warehousing. Data warehousing effectively automates repetitive manual processes, optimizes data for fast performance, and brings all of your data together for a single version of the truth. DataSelf has been refining and leveraging the latest data warehousing technology for over a decade so your team can focus on data analysis instead of data preparation. Click here to learn more about our software architecture.  

No matter what your current data solution, DataSelf can enhance your data insights with a subscription-based solution tailored to your needs, or choose only what you need.

Cloud Data Warehouse

  • Requires one Salesforce user for data extraction.
  • Have easy and fast access to your Salesforce data directly from a cloud MS SQL Server database (data warehouse).
  • Easy upgrade from Advanced to Pro or Enterprise Analytics at any time.

System Architecture

How Can DataSelf Help Your Business?

If you are spending hours every month pulling together reports. Reduce labor costs with our automated reporting procedures.

If your BI solution is complex and report changes require long IT waits. Create your own reports with our easy-to-use reporting platform.

If you have lots of data and your reports are running slowly. Our reports run in seconds no matter how big your databases are.

Contact our Salesforce BI Experts!

Call 888-910-9802 x1 or email Sales @ DataSelf.com