Getting More Value from your Salesforce Data - Alteryx Webinar

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Alteryx makes data blending and advanced analytics tools easier to use and more accessible to users in the line of business. This allows them to put Salesforce data in the context of all data they collect, and focus on getting deeper business insight from their data. View these slides to learn how you can quickly and easily:
1. Blend Salesforce data with all other data sources
2. Automate time-consuming data integration projects
3. Make advanced analytics accessible to everyone

Plus, hear case studies about how Mapping Analytics uses Alteryx and Salesforce data within their sales territory management product, ProAlign, to help their clients improve sales productivity and get deeper business insight.

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Getting More Value from your Salesforce Data - Alteryx Webinar

  1. 1. 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 © 2014 Alteryx, Inc. | Confidential
  2. 2. Today’s Presenters Bob Laurent Director of Industry Marketing © 2014 Alteryx, Inc. | Confidential Dan Magnus Solutions Engineer Ralph Rothfelder President 2
  3. 3. 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 © 2014 Alteryx, Inc. | Confidential 3
  4. 4. Data Blending and Advanced Analytics with Salesforce Data Bob Laurent - Director of Industry Marketing, Alteryx © 2014 Alteryx, Inc. | Confidential 4
  5. 5. Salesforce allows you to answer questions related to the sales process © 2014 Alteryx, Inc. | Confidential 5
  6. 6. But, answering most business questions requires other data sources © 2014 Alteryx, Inc. | Confidential 6
  7. 7. Poll Question #1: What Data Sources Would You Like to Integrate with Salesforce?  Demographics  Social Media  Point of Sale  Survey  Inventory  Loyalty Card  Web/Clickstream  User Device Data 30 seconds © 2014 Alteryx, Inc. | Confidential 7
  8. 8. Results of our survey on Customer Analytics Companies collect many different types of customer data Customer demographics 69% Primary/research data They have strategic goals they hope to solve with the data 69% Customer acquisition/retention 69% 63% POS/transaction data Customer Focus 62% Enhanced customer satisfaction Product Focus 61% Customer interaction data 49% Social media Increased loyalty 46% 41% Improve product/service design Loyalty card data 31% Complaint data 30% Recorded voice calls Optimize marketing/channel © 2014 Alteryx, Inc. | Confidential Channel Focus 17% Design/improve channel strategy Others 60% 49% 6% 8
  9. 9. But, integrating data sources can be frustrating for both you and IT staff Not Familiar with Business Problem © 2014 Alteryx, Inc. | Confidential Requires Detailed Scope of Work Balances Multiple Concurrent Projects 9
  10. 10. Analytics Solution Must Deliver Business Insight Through Those Who Know the Business Data Analyst Business Decision Maker • Line of business focused • Drives business change • Understands business requirements • Consumes reports, analytic apps, and analyst insight • Analytic thinker • Accesses data, blends and analyzes © 2014 Alteryx, Inc. | Confidential • Shares insights with colleagues, management, etc. 10
  11. 11. Legacy Analytics: Multi-Step, Multiple Tool Approach Data Access Prep & Cleansing Predictive & Spatial Analytics Data Quality Tool Data Integration Tool Production & Output Creation Analytic Coding Data Blending App Creation ! ! ! Slow, long process Multiple tools and process steps Expensive software & labor © 2014 Alteryx, Inc. | Confidential 11
  12. 12. Alteryx Takes a Different Approach Deeper Business Insight Intuitive workflow for data blending and advanced analytics leading to deeper insights in hours, not weeks In Hours Not Weeks Through Intuitive Workflow © 2014 Alteryx, Inc. | Confidential 12
  13. 13. The Alteryx Solution For Analyst Enablement All Relevant Data Packaged Market & Customer Data Enrich Report Analyze Blend Text Access, cleanse, and blend data with unique packaged data options © 2014 Alteryx, Inc. | Confidential Rapid design of predictive analytics with unique spatial understanding Consumerize the use of sophisticated analytics 13
  14. 14. 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 © 2014 Alteryx, Inc. | Confidential 14
  15. 15. Alteryx Product Demo Dan Magnus – Solutions Engineer, Alteryx © 2014 Alteryx, Inc. | Confidential 15
  16. 16. Customer Use Cases Ralph Rothfelder – President, ProAlign © 2014 Alteryx, Inc. | Confidential 16
  17. 17. Poll Question #2: What does your company use to create Sales territories?  Manual work/homegrown process  Microsoft Excel  Microsoft MapPoint  Dedicated sales territory software 20 seconds © 2014 Alteryx, Inc. | Confidential 17
  18. 18. 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. © 2014 Alteryx, Inc. | Confidential 18
  19. 19. Visual & Intuitive © 2014 Alteryx, Inc. | Confidential 19
  20. 20. Access and Modify Data Pull from SFDC © 2014 Alteryx, Inc. | Confidential Push to SFDC 20
  21. 21. Blend Data • Other data (e.g. Tx, Prospect, Potential, Household, etc.) • Monthly, Quarterly, Semiannual, YTD, vs. prior period, vs. YA • What ever data you need in virtually any format © 2014 Alteryx, Inc. | Confidential 21
  22. 22. 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" © 2014 Alteryx, Inc. | Confidential 22
  23. 23. 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" © 2014 Alteryx, Inc. | Confidential 23
  24. 24. Create Weighted Balance Factor © 2014 Alteryx, Inc. | Confidential 24
  25. 25. Quota Master © 2014 Alteryx, Inc. | Confidential 25
  26. 26. © 2014 Alteryx, Inc. | Confidential 26
  27. 27. Adjust Workload for Travel © 2014 Alteryx, Inc. | Confidential 27
  28. 28. Reports • Custom & Ad hoc Reporting • Pipeline • Sales vs. Quota • Summary Reports • Performance vs. Potential © 2014 Alteryx, Inc. | Confidential 28
  29. 29. Summary Report Territory Cust Area Compactness Territory1 $ 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 $ 4,772,719.52 $ 73,056,459.66 1365 786 0.9171 Region1 © 2014 Alteryx, Inc. | Confidential Sales Potential 29
  30. 30. Reports © 2014 Alteryx, Inc. | Confidential 30
  31. 31. Maps • Create reports for everyone • Send reports to specific recipients • Schedule periodic reports & analyses © 2014 Alteryx, Inc. | Confidential 31
  32. 32. • 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) © 2014 Alteryx, Inc. | Confidential 32
  33. 33. • 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 © 2014 Alteryx, Inc. | Confidential 33
  34. 34. • 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 © 2014 Alteryx, Inc. | Confidential 34
  35. 35. What do you want to do? You are only limited by your imagination! For more information or a demonstration of ProAlign Contact us at: sales@mappinganalytics.com or Call Bob Bell directly at: (877)893-6490 © 2014 Alteryx, Inc. | Confidential 35
  36. 36. 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 © 2014 Alteryx, Inc. | Confidential • • • • • • • • • Alteryx Bob Laurent Marketing Analytics Marketing Cloud Alteryx Analytics Gallery Customer Loyalty Ralph Rothfelder ProAlign Dan Magnus 36

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