Lots of QlikTech’s customers are incorporating data from Salesforce.com into their QlikView apps. Sales reps use QlikView with Salesforce.com data to track to their targets and stay on top of their potential commissions. Sales management uses it to analyze opportunities, study win/loss ratios, and track team performance. Marketing managers use it to analyze campaign effectiveness, determine which marketing campaigns to run, and create product bundles for cross-selling and up-selling.

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In fact, here at QlikTech we use QlikView with Salesforce, ourselves. We’ve built an application that our field marketing managers and marketing operations team use to populate marketing campaigns with campaign targets. Field marketing managers use QlikView to narrow down the targets for inclusion in a campaign. They can filter by sector, industry, sub industry, SIC code, revenue, number of employees, data source system, job level, job function, lead source, and many other criteria. Once a marketing manager has finalized the list of people to target in the campaign, with a click of the button the campaign in Salesforce is populated with the list.

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Exploring Salesforce.com data in QlikView is easier than you might think

While QlikTech has supported Salesforce data for quite some time now, we recently released a brand new version of our Salesforce connector. QlikView for Salesforce.com is a custom connector that enables our customers to extract data from Salesforce and bring it into QlikView, just as they would from any SQL database, spreadsheet, or web site.

I talked recently about the new connector with Ian Crosland, global product manager for connectivity. The new connector:

  • Has been rewritten and is now managed in-house. Prior to the current version, we provided an open database connectivity (ODBC) connector to Salesforce.com that we had OEMed from a third party. To streamline the code and bring the connector up to date, we brought it in house and rewrote it as a dynamic link library (DLL).
  • Is simple to install. Once you’re sure you’ve got the prerequisite security settings and security token from Salesforce.com, it takes just a few minutes to install QlikView for Salesforce. Select the tables you want and start working with your Salesforce data instantly.
  • Offers new functionality. The new connector now enables customers to pull archived records from Salesforce into QlikView and extract data from Salesforce Chatter. It also supports the latest API from Salesforce (API 21).

For more information, see the data sheet “QlikView for Salesforce.com” or click here to download the connector. You can also interact with or download a demo app showing QlikView for Salesforce here.