denver user group q3 2014 meeting slides
DESCRIPTION
Thanks to our sponsors Arrowpointe and RingLead! We saw how our Salesforce data can be mapped and use location aware technology to make Salesforce users more productive. We also learned some tips and tricks to keeping Salesforce data clean. With Dreamforce around the corner, we also looked at some insider tips & tricks and how to get the most out of the conference!TRANSCRIPT
Unlock the where in your data
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Enter your contact info for the giveaway!
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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.
bit.ly/DUG082014
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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Enter your contact info for the giveaway!
Unlock the where in your data
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
3 Pillars of Data Quality
Enhance
Clean
Protect Enhance
Without…
Decaying data
Without a protection
strategy, your data will continually
decay
3 Pillars of Data Quality
Enhance
Clean
Protect Enhance
Without…
Limited
potential
Without enhancing your existing data
you limit your “data potential”
3 Pillars of Data Quality
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 Unique Entry
Get in on this!
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Contact
Michael Farrington Chief Product Officer
@michaelforce
@ringlead
/company/ringlead-inc.
/ringleadinc
network · sharing · success
Salesforce.com User Group
Denver
Co-Leaders:
Brent Downey
Peter Terhune
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Are you social? We are!
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/sfdcdenver
/+SalesforceDenverUserGroup
Good Morning!
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