faster self-service analytics with salesforce data & visualizations

Faster Self-Service Analytics with Salesforce• JULY 26, 2016

© 2016 Alteryx, Inc. | Confidential

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Our Presenters

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BEN PRUDENDirector,

Product Marketing

RAMAN KALERManger,

Alliance Marketing

SUMITSr. Consultant,

Market Data Analytics & Insights

KAITLYNAnalyst,

Customer Intelligence & Insights

THUY NGUYENSolutionsEngineer

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Overview

• Alteryx with Salesforce•Wave Analytics• Ryder’s Client Story• Demo• Q&A

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https://www.alteryx.com/download

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ALTERYX WITH SALESFORCE



What Insights Do You Stand to Uncover with Your Salesforce Data?

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SalesWhich account executives are high-performing versus

in need of additional coaching

from management?

MarketingWhich marketing

prospects are most like previous high-value customers and have a likelihood to

convert?

ServiceWhich support reps are scoring the highest on customer satisfaction

surveys and why?



2-4 Sources

31%

5-10 Sources

40%

11-15 Sources

9% 13%Over 15 Sources

Only 6%of organizations

have all theirdata in

one place

How Many Data Sources do Organizations Use?

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Common Analytic Obstacles

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Salesforce is the de facto CRM for most organizations. Its sales, marketing, and service data typically needs to be blended with other data sources for impactful business insights.

Blending Salesforce data with other data sources is labor-intensive and saps analyst productivity.

Incorporating advanced analytics and visualizations complicate the process even further.

Resulting hurdles:

Faster Self-Service Analytics with Salesforce Data and Wave Analytics

Blend Salesforce data with other data sources—in hours, not weeks

Deliver richer insights with enriched Salesforce data and advanced analytics

Create workflows that produce the perfect

dataset for visualization in Wave Analytics



Share

Enrich

Prep & Blend Analyze

Input All Relevant

Data

The Leading Platform for Self-Service Analytics

Output All Popular Formats



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Emerging Market (>$1B)

Fast Moving (>50% growth)

Business User Focused

Data Prep & Blending

Tiny (<$100M)Middling Growth

Niche, Open Source

Data Science Operational ETL

Large Market (>$5B)Slow Moving (<5%

growth)IT Driven

Three Data Integration Markets



Alteryx and Salesforce Integrations

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• Prep and Blend Salesforce Data• Extract and prep Salesforce data, then

easily blend it with other data sources• Create the perfect datasets for

analysis and visualization—in hours, not weeks

• Cleanse Data for Analysis• Normalize or de-normalize data,

eliminate unnecessary fields, remove outliers and null data values

• Cleaner, more useful data that help analysts unlock important answers

• Shape Data for Optimal Visualizations• Alteryx tools help shape data before

outputting for visualization • Simplify data and accelerate analysis

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Blend Salesforce Data with Other Sources Quickly

https://www.alteryx.com/alteryxforsalesforce



• Perform Predictive Analytics • Drag and drop tools in Alteryx enable

analysts with the power of R, without the need to code

• Get deeper business insights from Salesforce data through advanced analytics

• Build Geo-Spatial Analytics• Apply powerful, yet easy to use, spatial

analytics to Salesforce data - including drive time and trade area analysis

• Uncover deeper insights faster for location-specific decisions

• Enrich Data for a More Complete Picture• Combine 3rd party data into your

dataset and Salesforce tables• Understand and segment your

customers to take more-informed action13

Deliver Rich Insights w/ Enriched Data & Advanced Analytics




• Create and Write Perfect Datasets to Wave Analytics• Write back to Salesforce and Wave Analytics easily after Salesforce data

is prepped, bended and analyzed• Unlock and visualize analytic insights inside of Wave Analytics • Keep Analytics Current with Automated and Easily Updated

Workflows• Manually or automatically iterate upon Alteryx workflows • Save hours in manual updates and instantly update analytics as your

data changes• Build Upon Existing Workflows to Ask and Address New

Questions• Adapt workflows as new questions arise—no need to lose time waiting

for IT• Respond to new requests for insights from management without the

delay of updating spreadsheets or adapting scripts

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Create Workflows for the Perfect Wave Analytics Dataset


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WAVE ANALYTICS

Every Employee Needs Answers to Take Action

Sales Reps

Sales Managers Service Reps Service

ManagersMarketing Managers

Financial Analysts

Account Insight

Expand Relationshi

ps

Pipeline

Insight

Scalethe

Business

Product

Insight

DeliverProactive Service

Channel Insight

Drive Efficienci

es

Campaign Insight

Manage Journeys

Performance Data

Budgetfor Growth

Employees Can’t Get Answers from Legacy Analytics

Fragmented Tools

No Self-Service

DEAD END

Can’t Take Action

Not Mobile

Legacy Analytic Tools Are Slowing You Down

Manual Processes

Disconnected Systems

Multiple Spreadsheets

How do you get smarter

about your customers?

Get insight for smarter sales & serviceSales Wave & Service Wave Apps

Connect any data to every userWave Platform

Instantly go from answers to ac-tionWave Actions in Salesforce

Get Smarter About Your Customers

Make decisions from anywhereWave Mobile

Shared services across applicationsThe Customer Success Platform

APIs

2,700+ Partner Apps

Open Ecosystem

WorkflowData & Objects Identity

Fast App Dev & Customization

AnalyticsCollaborationMobile UI

Scalable Metadata Platform

Complete CRM

Trusted Multitenant Cloud

AnalyticsCommunityMarketingServiceSales Apps

Salesforce Customers are Winning with Wave

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CLIENT STORY



About Ryder System, Inc.• A leading provider of fleet leasing and maintenance, dedicated

transportation, and supply chain management solutions, serving customers globally

• Publicly traded on the NYSE under symbol “R” and a component of the Dow Jones Transportation Average

• Fortune 500 company founded in 1933 with $6.5 billion in annual sales (2015)

• 50,000+ B2B customers with a fleet of 185,000+ vehicles at 700+ locations

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Analytic Challenges Historically• In-house analytics team of 5+ people• No centralized data source • Heavy reliance on IT• Long lead time for project completion • Repetitive tasks with data tools used (e.g., Excel, SQL)• Use of various CRM systems that collect product line information on

customer transactions, contacts, prospects, and pipeline opportunities for analysis

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Ryder’s Introduction to Alteryx • Senior management is always

searching for new tools and applications

• A data scientist on our team was chosen to pioneer the Alteryx trial

• A trial license of Alteryx was obtained and web-based training was used

• Early successes in data blending were shared with the team

• A decision was made to initiate a full pilot with the entire analytics team

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Alteryx Adoption by the Ryder Team• Trial license helped showcase the resourcefulness Alteryx provided• At first, there was resistance - unfamiliarity and reliance on traditional

processes• Training: YouTube videos and on-site training with relevant data and

examples• Alteryx account management team was responsive in addressing

questions• Additional new users were able to successfully adopt Alteryx with

pioneer’s support• Alteryx increased efficiency of merging data (e.g. contact , prospect and

market data)• Successive Alteryx queries were developed with growing complexity

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Alteryx with Salesforce Overcame Hurdles• Standard queries developed to consolidate customer data from multiple

CRMs• Repetitive tasks performed in running reports, merging spreadsheets

were eliminated• Significant efficiencies realized where data from entire Salesforce

objects can be queried• Production reports can be run with the click of a button

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Alteryx with Salesforce Overcame Hurdles

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STEP 1: Get SFDC data using Alteryx Salesforce connector

STEP 2: Perform lead analysis using SFDC data



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Time Savings & Deeper Insights with DataBlending & Prep

• Analyzing leads required blending Salesforce data with external sources—a slow and tedious process

• With Alteryx, the process went from 2 business days every 2 weeks to just 3 hours each month—freeing 48 business days a year for analysts to uncover new marketing and sales insights



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DEMONSTRATION

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QUESTIONS?



Thank You

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See what Alteryx can do for you!

or visit alteryx.com/salesforce for more information

Download your free Alteryx Starter Kit for Salesforce(Includes pre-built Alteryx workflows with Wave visualizations)

alteryx.com/salesforcekit

http://www.alteryx.com/salesforce

http://www.alteryx.com/salesforcekit

http://www.alteryx.com/salesforcekit


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faster self-service analytics with salesforce data & visualizations

Data & Analytics