So one of our systems we use is a proprietary system which we use for Qlikview, it is our ERP system. Then we use Salesforce for more of our CRM system. However, a lot of our data is only in our ERP system meaning a lot of crucial data is missed out and our reporting is not easy.
Qlikview makes this better, however, because everyone is used to Salesforce, I am wondering if I can somehow make it more friendly for Salesforce savvy people.
For example, the main thing with Salesforce is it does logic like
Type = "donkey" and customer = "business" or you could change it easily within a filter logic to
The 'and' selections are extremely easy. Just select the values you want in the appropriate list boxes (or any other object where you can easily select values).