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Salesforce allows you to track every interaction you have with a customer or prospect, and answer most questions related to the sales process. But, to answer the bigger, more strategic business questions you need to put your Salesforce data in the context of all of the available data you collect. This presentation describes how you can quickly and easily: 1. Connect to and rapidly blend data from all sources, including Salesforce.com, so that you can make more informed decisions. 2. Make sophisticated analytics more accessible to everyone, with no need for complex code writing. 3. Create the ability to share the results of your work with colleagues and the decision makers in your organization. You’ll be on your way to identifying new revenue opportunities, optimizing your marketing campaign effectiveness, improving your planning and forecasting accuracy, setting your sales team deployment strategy, and much more.
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1 © 2013 Alteryx, Inc.
Accelerating the Sales and Marketing Cycle with Analytics
Bob Laurent Director of Industry Marketing, Alteryx
2 © 2013 Alteryx, Inc.
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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And, integrating these data sources can be complex for IT staff:
Requires Detailed Scope of Work
Balances Multiple Concurrent Projects
Not Familiar with Business Problem
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Alteryx takes a Different Approach
Faster data blending with access to all
available data
Easier to use analytics with
no coding required
Simpler to share and iterate analytics for
decision makers
Alteryx Empowers the Business Analyst to Answer the Important Questions Faster & Easier
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Step 1: Fast Blending of Any Data
Blend
Blend ALL Collected Customer Data
With Packaged Market and Geospatial Data
Enrich
To Create an Ideal Customer Dataset for Analytics
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Step 2: Easy to Build Analytics
Analyze
Drag & Drop Dozens of Analytics Tools into a Graphical Workflow • Predictive/R • Statistical • Behavioral • Spatial
Analyze
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Step 3: Simple Sharing of Insight
Publish and Share Analytic Applications
Output for Visualization
Create Reports and Output Data
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Optimized for How Business Gets Done
The Producer: Modern Data Analyst • Business or data analyst • Understands industry and LOB • Analytic thinker • Builds Workflows & Analytic Apps
The Consumer: Business Decision Maker • Asks the questions and makes decisions that drive change • Consumes reports, visualizations, etc. • Runs Analytic Apps to get needed output • Shares Analytic Apps as appropriate
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• Find New Revenue Opportunities
• Optimize Marketing Campaigns
• Improve Planning & Forecasting
• Set Sales Team Territories
• Make Sales Calls More Efficient
• And Much More
More Insight = Better Decisions
11 © 2013 Alteryx, Inc.
Next Steps
Dreamforce Table Talk: Are You Leveraging Omni-Channel Customer Analytics? Tomorrow from 11:30am to 1:30pm Yerba Buena Gardens: Table 17
Alteryx Booth: See Analytic Apps, plus talk about your specific challenges Monday through Thursday Cloud Expo: Booth #N1418
12 © 2013 Alteryx, Inc.
