© 2014 Alteryx, Inc. | Confidential
Getting More Value from your Salesforce Data
Presented by…
Bob Laurent - Director of Industry Marketing, Alteryx
Dan Magnus – Solutions Engineer, Alteryx
Ralph Rothfelder – President, ProAlign
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Today’s Presenters
Bob LaurentDirector of Industry
Marketing
Dan MagnusSolutions Engineer
Ralph RothfelderPresident
© 2014 Alteryx, Inc. | Confidential© 2014 Alteryx, Inc. | Confidential
Today’s Webinar Agenda:
1. Overview: Data Blending and Advanced Analytics with Salesforce Data
2. Alteryx Product Demo
3. ProAlign Customer Use Cases
4. Q&A
3
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Data Blending and Advanced Analytics with Salesforce Data
Bob Laurent - Director of Industry Marketing, Alteryx
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Salesforce allows you to answer questions related to the sales
process
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But, answering most business questions requires other data sources
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What Data Sources Would You Like to Integrate with Salesforce?
Demographics
Point of Sale
Inventory
Web/Clickstream
Social Media
Survey
Loyalty Card
User Device Data
Poll Question #1:
30 seconds
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Results of our survey on Customer Analytics
Customer demographics
Primary/research data
POS/transaction data
Customer interaction data
Social media
Loyalty card data
Complaint data
Recorded voice calls
Others
69%
69%
61%
49%
41%
31%
30%
17%
6%
Companies collect manydifferent types of customer
data
Customer Focus
ChannelFocus
Customer acquisition/retention
Enhanced customer satisfaction
Increased loyalty
Improve product/service design
Optimize marketing/channel
Design/improve channel strategy
69%
63%
46%
62%
60%
49%
They have strategic goals theyhope to solve with the data
ProductFocus
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But, integrating data sources can be frustrating for both you and IT staff
Requires DetailedScope of Work
Balances MultipleConcurrent Projects
Not Familiar withBusiness Problem
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Analytics Solution Must Deliver Business Insight Through Those Who Know the Business
• Drives business change
• Consumes reports, analytic apps, and analyst insight
• Shares insights with colleagues, management, etc.
Business Decision Maker
• Line of business focused
• Understands business requirements
• Analytic thinker
• Accesses data, blends and analyzes
Data Analyst
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Legacy Analytics: Multi-Step, Multiple Tool Approach
Data Integration Tool
Analytic Coding App CreationData Quality Tool
Slow, long processMultiple tools and process steps
Expensive software & labor
! ! !
Data BlendingPredictive &
Spatial AnalyticsProduction &
Output CreationData Access Prep
& Cleansing
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Intuitive workflow for
data blending and advanced
analytics leading to
deeper insights in hours, not
weeks Through Intuitive Workflow
Deeper Business Insight
In Hours Not Weeks
Alteryx Takes a Different Approach
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Rep
ort
The Alteryx Solution For Analyst Enablement
All Relevant Data
Access, cleanse, and blend data with unique packaged data options
Rapid design of predictive analytics with unique spatial
understanding
Packaged Market & Customer Data
Consumerize the use of sophisticated analytics
Enrich
An
aly
ze
Ble
nd
Text
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More Insight = Better Decisions
• Set Sales Team Territories
• Find New Revenue Opportunities
• Optimize Marketing Campaigns
• Improve Planning & Forecasting
• Make Sales Calls More Efficient
• And Much More
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Alteryx Product Demo
Dan Magnus – Solutions Engineer, Alteryx
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Customer Use Cases
Ralph Rothfelder – President, ProAlign
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What does your company use to create Sales territories?
Manual work/homegrown process
Microsoft Excel
Microsoft MapPoint
Dedicated sales territory software
Poll Question #2:
20 seconds
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Fast and easy-to-use
• Maximize sales coverage
• Visualize sales territories on maps
• See the effect of alignment changes on-the-fly
• Utilize a data-based approach
• Balance on sales, potential, workload, etc.
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Visual & Intuitive
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Access and Modify Data
Pull from SFDC Push to SFDC
The Alteryx Salesforce.com Connector
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Blend Data
• Other data (e.g. Tx, Prospect, Potential, Household, etc.)
• Monthly, Quarterly, Semi-annual, YTD, vs. prior period, vs. YA
• What ever data you need in virtually any format
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Clean Data
• Address 1 vs. Address 2 Fields
• ZIP Codes with leading "0"s
• Standardize & geocode
• Title Case/Upper Case
• Find and Replace with an "Approved" Dictionary
• Use "Fuzzy Matching" and "RegX"
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Transform & Model Data
• Assigning Prospects
• Workload
• Add Drive time to Workload
• Travel Component
• Potential
• Quota development
• Cross Sell/Up Sell Receptivity
• Retention
• Lifetime Value
• Statistics via "R"
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Create Weighted Balance Factor
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Quota Master
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Adjust Workload for Travel
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Reports
• Custom & Ad hoc Reporting
• Pipeline
• Sales vs. Quota
• Summary Reports
• Performance vs. Potential
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Territory Sales Potential Cust Area CompactnessTerritory1 $ 533,997.91 $ 7,547,140.94 151 2 0.1138
Territory2 $ 506,553.02 $ 6,670,367.60 129 39 0.6798
Territory3 $ 556,033.80 $ 8,728,564.24 168 55 0.8253
Territory4 $ 541,154.65 $ 7,141,150.49 167 60 0.8026
Territory5 $ 517,075.27 $ 9,262,868.01 188 48 0.6038
Territory6 $ 445,944.12 $ 4,552,692.38 85 4 0.1855
Territory7 $ 520,107.16 $ 10,424,700.54 153 7 0.6728
Territory8 $ 543,117.35 $ 7,221,092.01 131 25 0.3477
Territory9 $ 608,736.24 $ 11,507,883.45 193 270 0.6587
Region1 $ 4,772,719.52 $ 73,056,459.66 1365 786 0.9171
Summary Report
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Reports
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Maps
• Create reports for everyone• Send reports to specific recipients• Schedule periodic reports & analyses
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• Multi-line insurance company focused on teachers (K – 12)
• Develop a model to identify, rank, and classify sales territories
• Deliver utilities via Alteryx modules– Classification (scoring model)– Report (custom travel component report)
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• Jewelry company selling charm bracelets, rings, necklaces, and earrings
• Deploy a custom scoring model to screen for new points of retail distribution
• Execution was accomplished using an Alteryx run-time embedded in ArcGIS
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• Leading provider of environmental services, oil re-refining, and responsible cleaning solutions
• Lead assignment within Salesforce.com
• Assignment matrix (run nightly)– Sales Rep x Postal Code x Market Segment
• Lead Assignment (run hourly)– Poll SFDC for unassigned leads and assign according to Matrix– Both processes run as SaaS
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What do you want to do?
You are only limited by your
imagination!For more information or a demonstration of ProAlign
Contact us at: [email protected] or Call Bob Bell directly at: (877)893-6490
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Key Terms
• Consumer Analytics• Salesforce.com• Predictive Analytics• Strategic Analytics• Big Data Analytics• Big Data Analysis• Humanizing Big Data• Strategic Analytics• Data Scientist• Data Artisan• Data Analyst• Big Data Gap• Unstructured data• Analytics Platform
• Alteryx• Bob Laurent• Marketing Analytics• Marketing Cloud• Alteryx Analytics Gallery• Customer Loyalty• Ralph Rothfelder• ProAlign• Dan Magnus