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Business Intelligence for CRM 2011 data- Part I - PowerPivot

chart1-MS blog - Mani - iStock_000011435957XSmall.jpgActionable insights from your CRM data help drive customer-focused behavior across the enterprise. This post provides a primer on how to connect  PowerPivot to a CRM system, extract data, and present the data in powerful new ways using Excel.

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About the Author(s)
  • Mobility and Workplace Solutions Workplace Management Services Workplace Support Services
  • Bryan Coapstick is the Director of Mobile Innovation at HP. In this role, he is responsible for driving strategic mobility initiatives and key industry partnerships to enable clients the ability to leverage the mobile channel to effectively reach their customers. Bryan’s expertise lies with several Fortune 200 companies in both public and private sectors that focus on business technology and emerging strategies. Bryan demonstrates innovative leadership though public speaking, panel discussions and blogging on the various ways mobility is changing our daily lives.
  • Benjamin Romberg has over twenty five years experience in the IT industry, the last twelve of which have been as a testing professional. He has experience as a test analyst, performance tester, automation specialist, test lead, test manager, test consultant and test executive. He has worked on all types of testing engagements ranging from small web based applications through to core system upgrades. Benjamin holds a Bachelor’s Degree in Genetics, a Post Graduate Degree in Software Engineering and an Executive Masters in Business Administration. Benjamin now leads HP’s Testing and Quality Assurance Practice in Asia Pacific and Japan.
  • Master Business Consultant and Distinguished SE with 35+ years of IT experience, specializing in SOA and Integration.
  • Daniel Amor (EMEA, AMOD, Cloud, Portals, Web Apps and SOA domain expert): Daniel has designed, won, led and delivered large-scale, complex applications-related projects by acting as a trusted advisor to clients. Daniel conducts regular training and client-facing sessions, and he has authored six books and numerous articles in European and US-based magazines and newspapers on IT change. He is a regular lecturer and he speaks on Portals, E-Business and Cloud.
  • Solutions Architect working at HP since 2002 with focus on Applications Modernization, located at Rio de Janeiro, Brazil
  • Managing Consulting specialising in Business Transformation and Value Management for Defence, Healthcare, Public Sector, Criminal Justice and Telecommunications.
  • Jim has been with HP for 33 years and currently leads a global Strategic Capabilities Management team, with a specific focus on Business Analysis and Configuration Management. Jim also manages a team within the US State, Local, and Education division of HP. He was a member of the IIBA committee that created a Business Analyst Competency Model and he participated in the development of IEEE standards. Jim graduated from Harvard University, the University of British Columbia, and Ottawa Theological Hall. He currently lives in Toronto, Canada.
  • Jim Judge currently leads Digital and Mobile products strategy within HP Enterprise Services. He is a seasoned senior product management and marketing executive that has built and led high-performance teams designing and delivering enterprise products and services into Global 2000 and Government clients. He has more than 20 years’ experience in mobility, data and cloud-based management technologies. Previously, Jim was the HP Enterprise Services Global Offering Manager for Mobility Management and Virtualization services. Before joining HP, he spent 14 years as a founding principal of Cambridge Consulting, working with Fortune 500 vendors and users on their SaaS, mobility and system software products. His clients included HP, Nokia, AT&T, Oracle, VMWare, Citrix and Microsoft. Judge holds a BA from the University of North Carolina at Greensboro and a Masters in Business from Wake Forest University with a concentration in IT Systems Management. He is also an Adjunct Professor, having taught services marketing in the graduate program at Wake Forest University School of Business. He resides in Greensboro, NC, with his wife and three children.
  • WW product marketing manager for HP Applications Modernization and Transformation Consulting Services. 35+ years of IT technology and services experience.
  • . . Service Systems . .
  • CRM enthusiast, avid techie
  • Agile Champion and coach. Passion in software development using lean and agile techniques. Software is a people business!!
  • Parminder Sohal is the Director of Mobile Innovation at HP. In this role, he is responsible for driving strategic mobility initiatives, key industry partnerships and relationships to enable clients to leverage the mobile channel to both extend their brands and more effectively reach their customers, constituents, partners, and employees. Parminder is an active participant in various industry advisory councils to help government and industry exchange information and collaboration on technology issues in various industries. Parminder is also a member of HP Mobility and Testing Global Technical Console team.
  • Ragavendran has Widespread experience in Functional Consulting Microsoft Dynamics CRM solutions across various domains- Banking &Financial Services , FMCG, Travel & Transport and across various geographies such as USA, Asia pacific & Oceania
  • Shefali Dua is leading Worldwide BPaaS Strategy & Solution Innovation team at HP Enterprise Services as the Solution Innovation Manager. Her focus is currently assisting in planning and delivery of industry solutions for verticals like social media, big data, mobility and security on the HP Enterprise Cloud offerings for CRM Technologies.
  • Vijay Seetharaman is an Enterprise Architect within HP Enterprise Services - Industry Transformation Consulting practice, focusing on Cloud and Mobility
  • An Enterprise Architect who is interested in everything to do with data management and analytics.
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