© 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: sales@mappinganalytics.com 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