XÂY DỰNG BÁO CÁO CHO DOANH NGHIỆP.CHIẾN LƯỢC HIỆU QUẢ ĐỂ THÚC ĐẨY ĐỘI NGŨ BÁN HÀNG

Xây dựng báo cáo cho doanh nghiệp: Chiến lược hiệu để thúc đẩy đội ngũ bán hàng Mary Hồng Vân, Success Manager marynguyen@salesforce.com LinkedIn: Mary Hong Van Forward-Looking Statements Statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc could differ materially from the results expressed or implied by the forward-looking statements we make All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers Further information on potential factors that could affect the financial results of salesforce.com, inc is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all Customers who purchase our services should make the purchase decisions based upon features that are currently available Salesforce.com, inc assumes no obligation and does not intend to update these forward-looking statements About me Mary Nguyen Success Manager, Customer Success ● Big fan of Salesforce for many years, joined Salesforce to look after Singapore, the Philippines & Vietnam ● Passion in helping customers to maximise their ROI About You ● Menti.com & code: 23 92 11 or ● Scan the QR and answer the questions Agenda • 9:15 ~ 9:30: Giới thiệu • 9:30 ~ 10:30: Những điều cần biết Salesforce Reports • 10:30 ~ 10:45: Giải lao • 10:45 ~ 11:30: Thực hành: Xây dựng báo cáo • 11:30 ~ 11:45: Các nguồn tài liệu hỗ trợ khác từ Salesforce • 11:45 ~ 12:00 Q&A Những điều cần biết Salesforce Reports Salesforce Reports & Dashboard Conceptual Overview Các yếu tố Reports & Dashboards Dashboard hiển thị liệu từ nguồn báo cáo dạng thành phần Folder để phân loại báo cáo Report đưa liệu tuỳ vào tiêu chí Report type records trường có sẵn cho báo cáo, tuỳ thuộc vào mối quan hệ objects Phân loại tổ chức báo cáo với Report Folder (Thư mục) Best Practices Folders (Thư mục) Tạo cấu trúc phân cấp thư mục cách sử dụng thư mục (Sub-folders) • Use Folder to organize your report • Folder Hierarchy can be seen using this breadcrumb path • Global Search for Folders • Favorite your folders • Folder Level Action • Folder control access to Report Include Chart in your record Get more insight of your record via Chart Report Chart component in Lightning Page • Select the Report • Define the Filter By Include Dashboard in your Home Page You can either Add Dashboard component or Report Chart Component in your Home Page Dashboard component in Home Lightning Page • Select Dashboard • Define the Height (show only row of your chart) Export Reports - Formatted Excel option Print formatted reports Choosing “Formatted Report” option will preserve formatting in downloaded Excel file Tổng hợp giới thiệu khác Reports and Dashboards Sử dụng Báo cáo Dashboard hiệu bước đơn giản: Biết sếp suy nghĩ điều gì: • Ask questions and start at the top • Align metrics with your company vision • Tip: Salespeople thrive on competition Xây dựng báo cáo riêng bạn: • • Start with out-of-the box reports or source reports available on the AppExchange Understand the three different report types Xây dựng dashboard riêng bạn: Thu thập liệu: • Manage what you measure • Limit the number of reports and dashboards • Develop a clear, concise naming strategy • Determine security and access • Understand the different dashboard formats Sử dụng liệu để thay đổi hành vi phịng ban: • • • Manage from the top down Include adoption and data quality metrics Always engage your user community Tóm lược: Để phân tích cách hiệu Trả lời câu hỏi Sử dụng Chatter để tăng hợp tác Sử dụng Appexchange • • • • • • • • • AppExchange Packages Customized for Salesforce • Extend to Salesforce to every department and every industry Proven ecosystem of apps • With millions of installs and thousands of customer reviews Link: https://appexchange.salesforce.com/ AppExchange Packages: Dashboard Popular Topics • Salesforce Adoption Dashboards • Sales Activity Dashboards • Salesforce CRM Dashboards • Lead and Opportunity Management • Clean Your Room! Dashboards Trailhead dành cho Reports & Dashboards Admin Beginner • Lightning Experience Reports & Dashboards Specialist • Admin Intermediate • Tiếp tục trao đổi qua Trailblazer Community! Reports & Dashboards APAC Success Central Release Readiness Tiếp tục trao đổi qua Trailblazer Community! Vietnam Trailblazer Community ộ ổ ặ ế ỡ ứ ố ữ Accelerators | Plan Your Sales Cloud Journey Sales Cloud Get Started With Premier Onboarding Call* Insights From Your Dashboard Getting Started: Sals Cloud Fast Start (6-7h / 3-4 weeks) Design Reports & Dashboards (2h / 1-2 weeks) (2h / weeks) How To: Manage Opportunities (2h / 1-2 weeks) How To: Manage Lead (2h / 1-2 weeks) * Not accelerator Please share with us your feedback! https://www.getfeedback com/r/TAl8Ld0Q ui eq R d re ... with Reports and Dashboards (Lightning Experience) Bài Tập Thực Hành Build your own report Bài 1: Báo cáo doanh số: Tạo báo cáo dự đốn doanh số 90 ngày tới Tình huống: Tôi Giám đốc kinh doanh. .. Salesforce • 11:45 ~ 12:00 Q&A Những điều cần biết Salesforce Reports Salesforce Reports & Dashboard Conceptual Overview Các yếu tố Reports & Dashboards Dashboard hiển thị liệu từ nguồn báo cáo dạng... sau chúng chuyển qua phịng Kinh doanh Tơi muốn biết có leads converted, chuyển qua phịng Kinh doanh tháng, hội kinh doanh tạo từ leads tháng theo nhân viên kinh doanh Các Bước: Lựa chọn loại báo