Denver User Group Q3 2014 Meeting Slides

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Enter your contact info for the giveaway!

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Geopointe On AppExchange
275 Reviews
arrowpointe.com/maps
1200+ Happy
Customer Organizations
Free Trials for Unlimited Users
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?
Create a Campaign of Contacts with > $1000 in CY
Revenue that are within 45 miles of a specific location.
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?

bit.ly/DUG082014
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

bit.ly/DUG082014
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

bit.ly/DUG082014
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 Corp.
+1 714.475.3837
info@arrowpointe.com
www.arrowpointe.com
arrowpointe.com/blog
@arrowpointe
/company/arrowpointe
/arrowpointe
/arrowpointe
gplus.to/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

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

Administration
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!

"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
● 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

Without…
Enhanc
e
3 Pillars of Data Quality
Clean
Protect Enhance

Without…
Enhanc
e
Clean
Poorstart
Protect Enhance
Without performing
a comprehensive
data cleanse, you’re
off to a poor start

Without a
protection
Without…
strategy, your data
will continually
decay
Enhanc
e
Clean
Decaying
data
Protect Enhance

Without…
Enhanc
e
Clean
Limited
potential
Protect Enhance
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
The Cost of Handling a CRM Record
Prevent Correct Do Nothing
Source: Sirius Decisions - The Impact of Bad Data on Demand Creation
● $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
Partners Platforms
CRM and Related Software Marketing Automation
Strategic Partners Consulting Firms
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
mfarrington@ringlead.com
@michaelforce
@ringlead
/company/ringlead-inc.
/ringleadinc

Salesforce.com User Group
Denver
network · sharing · success
Co-Leaders:
Brent Downey
Peter Terhune

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Dreamforce Tips & Tricks
1. Wear comfortable shoes
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Ditch the laptop

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Save room for free stuff

Add a photo to your Success Community profile & keep your badge with you

Check-in as early as possible (Sunday or Monday morning)

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Get out of your comfort zone

Take a photo of session title slides & save to Evernote

Attend Roadmap Sessions

Plenty of passing time (20-40 minutes between sessions)

50% of seats per session can be reserved via Agenda Builder

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Visit every Zone – even if it is not what you specialize in

Get free print resources in the Developer Zone

Denver User Group Q3 2014 Meeting Slides

Denver User Group Q3 2014 Meeting Slides

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Denver User Group Q3 2014 Meeting Slides