Denver User Group Q3 2014 Meeting Slides

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Geopointe On AppExchange

arrowpointe.com/maps

275 Reviews

Free Trials for Unlimited Users

1200+ Happy Customer Organizations

7th most popular commercial app on AppExchange

#1 rated and most popular Geolocation app

Geopointe location-enables Salesforce allowing Customers to gain spatial insights and apply geography to business processes.

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What customers are

nearby?

Where are our biggest customers

located?

What Territories are showing the

biggest increase in revenue year

over year?

Where should we hold our next

event?

How many contacts

do we have in the

Dallas metro area?

Where should we

focus our efforts?

What’s the fastest way to

make deliveries to these 20

places?

Create a Campaign of Contacts with > $1000 in CY

Revenue that are within 45 miles of a specific location.

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Location-Enabled Information

Via Geocoding

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Location-Based reporting

Select Features

- Standard & Custom Object Support

- Many Geographic Search Types (Radial, Shape, etc)

- Configure Fields Returned

- Advanced Filter Logic

- Customizable Icons - Add to Campaign

- Change Owner

- Exports

- Custom Actions

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Route Planning

Select Features - Multi-Point Routing

- Optimized Routing

- Time Management

- Save Routes

- Routes via Salesforce1

- Print to PDF

- Route

Sharing/Reassignment

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Geopointe for Salesforce1

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Geo-Analytics

Select Features - Map millions of records

- Very interactive, rich

user experience

- Heat Mapping

- Thematic Mapping

- Comparison Mapping

- GIS for the business user

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#Geolicious Apps Geopointe works well with other AppExchange Apps: A select list...

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Easy To Implement

• Start Mapping within 30 minutes

• Supports all Editions of Salesforce

• Supports all License Types

• Easy Setup + Very Configurable

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@arrowpointe

/arrowpointe

gplus.to/arrowpointe

/arrowpointe

Arrowpointe Corp. +1 714.475.3837 [email protected] www.arrowpointe.com

arrowpointe.com/blog

/company/arrowpointe

Places Search

Address Search

Charting

Heat Mapping

Layer multiple queries together

Multi-Point Route Management

Optimized Routing

Time Management w/ Routes

Save Routes

Print to PDF

Route Sharing/Reassignment

Shape Data Type

Geo-Analytics

US Demographics Layers

Custom KML Layers

Many Google Layers

Standard & Custom Object Support

Radial Search

Map within Shapes

Save / Share Shapes

Map from Views

Configure Fields

Advanced Filter Logic

Cross Object Filtering

Customizable Map Markers

Add to a Campaign

Change Record Ownership

Export to CSV

Export to KML

Custom URL Actions

Custom Apex Actions

Custom POST to Visualforce

Scheduled Geocoding

Batch Geocoding

International Geocoding/Address Support

URL Hooks

Apex API

Address Cleansing

Map as a Lookup field

Log a Call Action

New Task/Event Action

Salesforce1 Support

Map Nearby Records in Salesforce1

Customizable Map Markers in S1

Route Management in S1

Check In Publisher Action

Check Out Publisher Action

Territory Management

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Thank You!

Denver User Group Meeting Q3 2014

Agenda

●Admin Setup

●Integrations

●Adoption

●Involvement

●Clean

●Protect

●Enhance

Foundation

3 Pillars of

Data Quality

Administration

● “Pace” yourself, when creating picklists

● Less is more

Myth: Record Types are primarily for segmentation.

● Reasons to use Record Types:

○ One Profile needs to see multiple Page Layouts

Customer Record Type

Sales Rep Simple Layout

System Administrator Complex Layout

Partner Record Type

Complex Layout

Complex Layout

○ Different situations call for different picklist values

Administration

Myth: Auto-number fields only ever contain the numbers which the field has generated on its own.

"Change Field

Type" to Text

"Change Field

Type" back to

Auto-number

Make any

changes you

want to the

data!

Administration

"Change Field Type"

to Text "Change Field Type"

back to Auto-number

Make any changes

you want to the data!

My Field

Rec0005

Rec0006

Rec0007

Rec0008

My Field

mike was here

Rec0006

Rec0056

Rec0057

My Field

mike was here

Rec0006

Rec0056

Rec0057

Rec0058

Administration

Integration

● A long term commitment, only as strong as weakest link

● Everyone wants a piece of the cloud

● “Bad” Data flows downstream

Adoption

Adoption

● The stick is a good start...

● Carrot and/or stick at a field level

● Use your entire arsenal: Training, Help Text, Validation

Rules, Dependent Picklists, etc.

● Don’t ask what they don’t know

Involvement

✓Executive sponsor(s)

✓Representation for every region / segment / department /

group who will enter data

✓Representation for every region / segment / department /

group who will report or rely on data

Involvement

● Accept problems only, not solutions

Enhance

Clean

Protect Enhance

Without…

3 Pillars of Data Quality

Enhance

Clean

Protect Enhance

Without…

Poorstart

Without performing a comprehensive

data cleanse, you’re off to a poor start


Enhance

Clean

Protect Enhance

Without…

Decaying data

Without a protection

strategy, your data will continually

decay


Enhance

Clean

Protect Enhance

Without…

Limited

potential

Without enhancing your existing data

you limit your “data potential”


Clean

● Standardized

● Unique (Duplicate Free)

● Complete

Protect

● Standardized

● Unique (Duplicate Free)

● Complete

● Consider your methods of input

Enhance

● Market research -> New Accounts

● Completeness on Existing Accounts (e.g. website)

● Acquire New Contacts

● Verification of Email Addresses

Clean, Protect, and Enhance Company Data

RingLead provides a complete data quality solution

for CRM, Marketing Automation, and Data Services

● End-to-end Data Quality Solution

● Software-as-a-service

● First certified Salesforce ISV partner - 2004

● Key industry partnerships:

The Problem

Example 1: Duplicate records A record is imported from a tradeshow list, created manually via a sales user, and created again via web form submission. Now this user exists in the CRM three times.

List Import

Manual Entry

Web Form

The Problem

Example 2: Non-standard records There are a variety of ways for employees to type in job titles, which makes precise database segmentation impossible. For example, here are variations on the same job title and state information.

Joe Smith Brian Cooperman Wendy Black

Dir. of Marketing Director, Marketing Mktg Director

New York N.Y. ny

The Problem

Example 3: Incomplete records When sales teams, customer success teams and other employees do not have access to a complete record, they waste time looking in external systems and on the internet in search of that contact information. This results in over 30% of an employee’s time(1) being wasted on contact research.

Source: (1) Sirius Decisions

The Problem

Example 4: Inaccurate/Outdated records Contact data changes as people change jobs, are hired, fired or promoted. Wrong phone numbers, email addresses and job titles can linger in a database if left unchecked.

21% of a B2B sales reps’ time is consumed doing research.

Source: CIO Insights, Forrester Research, CustomerThink, Dun & Bradstreet)

Data Quality Does Matter

Source: Sirius Decisions - The Impact of Bad Data on Demand Creation

Prevent Correct Do Nothing

The Cost of Handling a CRM Record

● $1 prevent a bad record from entering a CRM system

● $10 to correct the record after it is

entered ● $100 if nothing is done, as the

ramifications of the mistakes are felt over and over again

The Solution: RingLead

Clean existing data

in CRM and

marketing

automation

systems.

Ensure data

remains clean when

entering the

system. Enhance records

with additional

company and

contact data.

Our Clients

Technology Healthcare Financial Services

Professional Other

Our Partners P

artn

ers

P

latf

orm

s

CRM and Related Software Marketing Automation

Consulting Firms Strategic Partners

Long standing relationships with key industry players.

Get Contact Capture

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Get in on this!

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Contact

Michael Farrington Chief Product Officer

[email protected]

@michaelforce

@ringlead

/company/ringlead-inc.

/ringleadinc

mailto:[email protected]

mailto:[email protected]

network · sharing · success

Salesforce.com User Group

Denver

Co-Leaders:

Brent Downey

Peter Terhune

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Denver User Group Q3 2014 Meeting Slides