1© 2013 Alteryx, Inc. Confidential.

The Fastest Route to Customer Insight, Profitability and Loyalty with Analytics

Rick SchultzJimmy Garrett

SVP Marketing, Alteryx Pre-Sales Engineer

2© 2013 Alteryx, Inc. Confidential.

1. Customer Analytics: Challenges & Opportunities

2. Data Blending – Using All the Right Data

3. Making Advanced Analytics Easy

4. Sharing Analytics via Cloud Apps

Today’s Agenda

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Questions That Keep Us Up At Night

Which Channels are performing best?

 What is the best cross-sell campaign for this segment?

 Which prospects should I target for this campaign?

 Which interactions are most likely to cause churn? How do we drive loyalty?

Which is our most profitable

segment?

How do I move them to purchase

faster?

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There are lots of sources of customer data

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Unfortunately…

Many companies

cannot get aclear view of

their customers

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Cloud Data

“I just want to understand what

we should be doing…”

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Customer Analytics Survey

In Spring 2013, Alteryx and AbsolutData surveyed industry thought leaders to gather insight into how organizations use Customer Analytics, including adoption levels, goals, usage, and relative maturity.Our goal: Identify the benefits and challenges organizationsface when turning Big Data into customer insight

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Data was gathered from a diverse set of professionals across a range of industries

25%

42%

33%

Consumers Other businesses Both

Products/Services Offered

Services

Retail, wholesale

Banking, Finance, Insurance

Telecom

CPG

Hospitality

Manufacturing

Nonprofit

Government

Construction

Transportation

Other

24%

16%

15%

6%

4%

3%

3%

3%

1%

1%

1%

24%

Industry Number of Employees

28%

21%11%

15%

25%

1-100 101-500 501-1,000

1,001-5,000 5,000+

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Department

41%

32%

7%

6%4%

9%

Research and Analytics Marketing IT Sales

Customer Care/Retention Other

37%

23%

19%

12%

8%

I develop customer analytics solutions for my company

I do not develop applications, but I use their output

I give directions to a team on how to use customer analytics

I am not involved in customer analytics

Other

Level of Involvement

Data was gathered from a diverse set of professionals across a range of industries

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Vast majority of companies useCustomer Analytics today

82%18%

Yes No

Organizations are listening to what customers say through their data. They use this insight to implement customer-driven marketing strategies that improve revenue and customer loyalty.

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Analytics provides input to strategic operations

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%

Customer Analytics is used primarily for customer-focused Sales & Marketing activities.

But, many also use this insight to make product/service portfolio decisions, and determine the optimal distribution channels.

ProductFocus

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But, Challenges Emerged…Top Customer Analytics Challenges:

Getting all the Right Data

Lack of Access & Skills

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Getting all the Right Data

Lack of Access & Skills

But, Challenges Emerged…Top Customer Analytics Challenges:

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CHALLENGE: Lack of Access & Skills

12%

38%42%

8%

Industry leading, with a mastery of advanced ana-lytics Advanced, using predictive and spatial analytics Basic, for modification of existing analytic work-flows Limited, for generating reports only

• Limited IT staff/resources require line-of-business users to perform their own analytics

• Access to data and overly complex toolsremains a barrier to greater analytics usage

• There is limited ability for new analyses, especially in B2B companies where basic skills dominate

The analytics required to answer complex questions must be put into the hands of users with the industry knowledge and skills

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Analytics Investment: People

Data Artisan

Capabilities of Data Scientistthat Drive Largest Value Today

Marketing orCustomer Analyst

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1. BLEND: Fastest for Blending Data from All Sources

2. ANALYZE: Create Analytic Process & Easily Add Advanced Analytics to Workflow

3. SHARE: Easily Share Analytics via Analytic Apps

Alteryx Delivers Unbeatable Data Analyst or Artisan Productivity

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Getting all the Right Data

Lack of Access & Skills

But, Challenges Emerged…Top Customer Analytics Challenges:

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CHALLENGE: Getting the Right Data• Different departments use different data

sources in an attempt to answer similar questions

• Time is wasted with tools that cannot processBig Data efficiently

• Unstructured, but valuable data such as social media and call center logs cannot be used

Massive volumes of disparate data types and sources must become easier to access, work with, and blend

Accessing data managedby other departments

Integrating massiveamounts of data

Integrating disparatedata types

Converting data into actionable insight

Collecting and storing relevant data

43%

39%

38%

37%

23%

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Companies collect many differenttypes of customer data

Data captured from every customer interaction has the potential to provide deeper insight into their behavior, attitudes, and opinions—insight that can be leveraged to improve customer relationships and gain a competitive edge.

Traditional data sources still dominate, but several new areasof insight are emerging.

Customer demograph-ics

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%

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DESIGNER DESKTOP

Data Blending with Alteryx

InputIntegrate

(Sort, Join, Aggregate)

Cleanse &Geocode

Enrichwith ThirdParty Data

EnterpriseData

DeviceData

SocialData

CloudData

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DEMONSTRATION: Data Blending with

Alteryx

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Case Study

Pizza Hut Spends More Time Analyzing Now

Before Alteryx:

Prepare

Commu-nicate

Analyze

With Alteryx:

Prepare

Commu-nicate

Analyze

Better, Faster Decisions

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Analytics Made Easy with Alteryx

SpatialAnalytics

PredictiveAnalytics

BehavioralAnalytics

DESIGNER DESKTOP

LOTS of different tools for data blending, enrichment, and analytics:

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DEMONSTRATION: Analytics with Alteryx –

Spatial, Statistical & Predictive

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Case Study

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Case Study

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Sharing Insight

DESIGNER DESKTOP

OutputData

Produce Reports,Charts, Maps & Emails

Publish toCloud

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An Easy Way to Share Analytics with Others:Alteryx Analytics Gallery (gallery.alteryx.com)

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Alteryx Analytics GalleryCreate & Share Analytic Apps in the Cloud

Turn Disparate Data

Into Actionable Insight

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Get the exact dataset for

visualization

Sophisticated analytics from

simple workflows

Deliver and iterate deep

analytics, affordable for every analyst

Alteryx For Visual AnalyticsFueling Your Visualizations

Introducing: Alteryx for Visual Analytics

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Create Sophisticated Analytical Datasetfor Tableau 8.0 using Alteryx 8.6

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Rapidly & Easily Iterate Analytic Processes

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DEMONSTRATION: Sharing Analytics &

Visual Output

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Almost all companies plan to increase their investment in analytics technology, people and external resources.External

Resources

People

Technology

71%

75%

95%

22%

12%

4%

7%

13%

1%

Positive No change Negative

Average Increase: 21%

Average Increase: 25%

Average Increase: 14%

Average Decrease: 10%

Average Decrease: 11%

Average Decrease: 12%

Despite the Challenges,Analytics Investment Continues

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Alteryx Adoption and Customer Success

"Top 10 Big Data Pure

Plays"

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Real World Customer Analytics with AlteryxCustomer Video Featuring:

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More Info on Customer Analytics

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Thank You for Attending!

Next Steps:

• Visit the Alteryx Analytics Gallery (gallery.alteryx.com)

• Download the FREE Project Edition:

www.alteryx.com/sandiego

• Make a 1:1 appointment with us today or tomorrow

41© 2013 Alteryx, Inc. Confidential.

• Consumer Analytics• Data Blending• Predictive Analytics• Strategic Analytics• Big Data Analytics• Humanizing Big Data• Strategic Analytics• Data Scientist• Data Artisan• Data Analyst• Big Data Gap• Unstructured data• Analytics Platform• Unstructured Data

• Alteryx• Rick Schultz• Jimmy Garrett• Customer Analytics and

Intelligence Conference• San Diego• Alteryx Analytics Gallery• Customer Loyalty• Alteryx Project Edition

Key Terms