April 2 Salesforce Data Analytics Meetup: DxContinuum & GoodData

Thank you to DxContinuum and GoodData for sponsoring and providing the food and drinks, as well as demos of two very interesting data analytics platform for Salesforce.

DxContinuum is an early-stage startup gaining significant traction with Fortune 1000 clients due to their predictive analytics capabilities around which leads and opportunities in Salesforce will close. GoodData showed off their embedded business intelligence and analytics tools for Salesforce, with some great looking data visualizations that are setting the standard for the next generation of BI.

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The videos below are by Aline. For all your video blog needs contact her at 415 377 0245

Next Meetup is June 4, 2014 – register here free.

Satish Kumar, DxContinuum

Satish Kumar is the Director of Product Management at DxContinuum. He has been in Software Product Management for the last 12+ years, with rich experience in CRM, Enterprise Big Data, and Analytics. Satish is passionate about driving business value using analytics. His experience in analytics ranges from  statistical analysis based reporting, scorecard applications, dashboard / visualizations, through predictive modeling & optimization. Prior to DxContinuum, Satish had been in Risk Management Solution (RMS) and Automatic Data Processing (ADP). Satish has a degree in Engineering from Annamalai University (India) and an MBA from the Indian Institute of Management, Bangalore.

Product / Demo brief

What if you can predict which leads and opportunities will become wins with 85%+ accuracy, with existing data in Salesforce? What if you can focus on the right leads & opportunities, enhance conversions & win rates, and increase revenues by 25%, with the same resources? We shall look at how to leverage predictive analytics to accomplish these business goals and answer questions such as:

1. What leads should be prioritized for a call right away?  What leads should be nurtured over time?

2. What is the quality of opportunities in the pipeline? What proportion of active opportunities are likely to be won?

3. Will quota be met? If not, what is the expected shortfall, and what can be done to reduce it?

 

Kyle Pistor, GoodData


Kyle Pistor is a Senior Solutions Engineer at GoodData. He is responsible for the presales technical evaluation, building proof of concept projects, as well as architecting the appropriate solutions for clients as they move from evaluation to implementation. Kyle has been with GoodData for two years, and has seen many clients – large and small – use GoodData to quickly go from messy, disparate data to clean automated data, reports, and dashboards. Prior to GoodData, Kyle worked at pre-IPO SolarCity, as well as a smaller solar company that collected and monitored massive data sets on large photovoltaic systems.  Kyle has a B.S. and a M.S in Engineering from Santa Clara University.

Kyle demoed GoodData’s Salesforce Sales Analytics capabilities, which deliver more relevant sales analytics, cross-object reporting, historical trending and beautiful, easy-to-use dashboards.

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Feb 5 Salesforce Integration & Analytics Meetup: Tableau & Bluenose

We had a big crowd despite one of the first rainstorms of the California winter. Great demos by Tableau Software and Bluenose.

Thanks to Tableau Software for sponsoring and Geekdom for hosting the event.

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The videos below are by Aline. For all your video blog needs contact her at 415 377 0245

Next Meetup is April 2, 2014 – register here free.

Ellie Fields,  Senior Director of Product Marketing, Tableau Software

Ellie Fields is the Senior Director of Product Marketing at Tableau Software, responsible for new product launch, industry solutions and Tableau’s community. Her data geek credentials come from time served in technology and finance companies. She works with people from all over the world who are trying to tell stories with data, from journalists to hospitals to high tech companies. She’s seen a lot of ugly data, beautiful data, and downright mean data. She’s a passionate believer that data used well can inform, excite and create value. Prior to Tableau, Ellie worked at Microsoft and in late-stage venture capital. She has an engineering degree from Rice University and an M.B.A. from The Stanford Graduate School of Business.
Why do people hate their sales reports? Because too often, they are static, hard to understand, silo’d, and even irrelevant. We’ll take a look at what great sales reporting is and briefly discuss some of the best practices of information design that apply to sales dashboards. We’ll use Tableau Software to show you how to quickly create and modify sales dashboards using data from Salesforce, and how to keep them up to date automatically. We’ll see how to blend other data with your salesforce data, and finally how to embed reports right into Salesforce so your company can have the data where it needs it, to make better decisions.

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Don MacLennan
Don MacLennan is co-founder and CEO of Bluenose.  Previously, he has held leadership positions at AVG, RSA and SAP.  He helped build a SaaS company from pre-revenue in 2001 to its sale to SAP in 2006.

Todd Graham
Todd Graham is co-founder and CTO of Bluenose.  Previously, has has held leadership positions at VMware and RSA and is a prior startup founder.

Bluenose provides a customer success platform for SaaS businesses to increase revenue, using predictive analytics to engage at-risk customers and identify drivers of churn.  We will demo our application live, including our Force.com module for sales and account managers.

Oct 8 Salesforce Integration & Analytics Meetup: Arrowpointe & Upshot Demos

At the most recent Salesforce Integration & Analytics Meetup here in San Francisco, we had some good networking as usual, followed by a demo of Arrowpointe’s geo-analytical application for Salesforce, Geopointe. Very cool mapping technology that overlays your Salesforce data. We also had an early preview of Upshot’s new Salesforce reporting app. Because it is not yet in beta, we did not video the presentation — you should have been there though, as it was very innovative.

Don’t miss the next meetup! Register FREE now.

Thanks to Arrowpointe for sponsoring the event and providing food and drinks, and to Geekdom by Rackspace as usual for allowing us to use their San Francisco meeting space.

The video below is by Aline. For all your video blog needs contact her at 415 377 0245

About our Speakers

Scott Hemmeter, CEO & Founder, Arrowpointe

Scott Hemmeter is the CEO / Founder of Arrowpointe Corp. Arrowpointe has been working with Salesforce solutions since 2006 and evolved from a professional services firm to an app-focused firm in 2010. Geopointe, the flagship, application provides mapping and geo-analytics solutions on the Salesforce platform. Geopointe has over 1000 organizations using it today and is the leading geo app on the AppExchange. Scott originally comes from Chicago, spent a couple years in San Francisco and currently resides in Orange, CA (SoCal).

Scott will demonstrate the Geopointe application and show how location information can be appended to Salesforce data and used in unique ways to provide productivity benefits and analytical insights.

Thomas Kim, CTO & Founder, UPSHOT

Formerly an engineer at Salesforce for 9 years.  Lead engineer on Salesforce Analytics.  Tech lead for Custom Report Types and many other reporting features.  Currently CTO of UPSHOT.  We are using NLP and Machine Learning to create a radically simplified way to query and explore your data.

Creating even simple reports in Salesforce is a complex task.  Even experienced users have difficulty creating reports with outer joins, exception reports, etc.  Our product UPSHOT lets you query Salesforce data in a simpler and more accessible interface.  Users who have never created a report in Salesforce before can use our interface immediately with no training.  Our goal is to enable every user in your organization to ask data questions without having to learn SQL or a complicated tool.  We’re currently seeking users to participate in a private beta of our product.

August 8 Salesforce Integration & Analytics Meetup: Birst & CloudConnect.com

If you missed the August 8, 2013 Salesforce Integration & Analytics Meetup, you missed two of the best demos we have had in recent memory. Cory Bray, Regional Director of Business Intelligence for CorSource, gave a great presentation Birst and why you need business intelligence, followed by Adam Gross, Co-Founder of CloudConnect.com, with a demo of his startup’s impressive new technology.

Don’t miss the next one! Register FREE now.

Thanks to Birst for sponsoring the event and providing food and drinks, and to Rackspace as usual for allowing us to use their San Francisco office meeting room.

The videos below are by Aline. For all your video blog needs contact her at 415 377 0245

Cory Bray,Regional Director of Business Intelligence, CorSource Technology Group

Cory currently serves as the Regional Director of Business Intelligence for CorSource Technology Group where he is responsible for working with companies on data analysis and process improvement projects.  He has previously held various financial, sales, and operational positions, including a two year stint as the Director of Operations of an industrial distribution company in Houston, TX.  Cory holds a BS from the Wharton School at the University of Pennsylvania.

Cory will show how companies use Birst’s Business Intelligence solution to increase profitability, better manage their sales pipeline, and gain a competitive advantage in their industry.

Organizations that have previously struggled with optimizing pricing and minimizing expenses have used Birst to better understand what areas of their business warrant further investment, and which areas should receive less attention.  As a result, both top line and bottom line performance has increased significantly.

With full integration into SalesForce and all other types of computer systems, the sales pipeline can be managed not only from a pure opportunity basis, but companies can also account for many critical factors that exist outside of SalesForce in order to make the best decisions possible for their business.

Finally, as more and more companies shift to making data-driven decisions, companies must embrace a culture of analytics in order to stay ahead of the competition…or at least keep up.  Failure to do so could potentially lead to disastrous results.

Adam Gross, Co-Founder, CloudConnect.com

Adam Gross is co-founder and CEO of cloudconnect.com.  Previous, he was was SVP at Dropbox, led marketing for salesforce.com’s force.complatform, founded of Personify, and was an executive at Grand Central (Google). Adam has been an investor in and advisor to Heroku (salesforce.com), Dotcloud, GetSatisfaction, Pantheon, Streak, E2 Apps and several early stage companies.

Adam will be demoing his new product CloudConnect.com. Cloudconnect.com provides a simple and seamless way to integrate and sync Salesforcewith MySql and Postgres, making it possible to manage all of your customer data in one place, and build compelling new applications using standard platforms and tools. With cloudconnect, you can access all of your customer data from Salesforcefrom a familar database connection – and all in the cloud and without software.

June 5 Salesforce Integration & Analytics Meetup

At the June 5, 2013 Salesforce Integration & Analytics Meetup we had two interesting demos: Captricity, a startup integrating paper / pdf forms to the cloud, and Chartio, part of the new generation of business intelligence and analytics tools.

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Thanks to Captricity for sponsoring the event and providing food and drinks, and to Rackspace as usual for allowing us to use their San Francisco office meeting room.

The videos below are by Aline. For all your video blog needs contact her at 415 377 0245

Kuang Chen, Founder and CEO, Captricity

The idea for Captricity came from Kuang’s dissertation research in east Africa, where he built software systems to transform paper forms to structured, machine-readable data. He holds a PhD in Computer Science from UC Berkeley.

Enterprise-class Data Capture for Salesforce

Captricity’s data extraction platform feeds paper, fax and pdf forms into Salesforce faster than manual entry and more accurately than OCR.  Captricity+ Paper-to-Cloud handles your most challenging data capture needs with 99% accuracy.  Our unique blend of machine learning and human intelligence ensures that we handle all types of text, including handwriting and human marks.

Start with paper, scans, PDFs, fax, or our mobile app to automatically create digital records from forms.  Map your Salesforce fields to Captricity fields in minutes with no programming. Then, with just a click, data from Captricity flows into your Salesforce account. We handle custom objects, multiple objects, lookups, picklists and more.

During a quick demo, we will run some quick examples of how current users are taking advantage of Captricity+ Paper-to-Cloud to save time and extend their use of the Salesforce platform.

Dave Fowler, Founder, Chartio

Dave Fowler is the founder of Chartio, an award-winning interface to data.  Dave moved to the Bay Area to join Y Combinator and pursue his startup idea of giving a face to data.  Since then, Forbes has named Dave a Forbes 30 under 30 Technology Pioneer, both in 2011 and 2012.   Prior to Chartio, Dave worked at IBM on the processor for Xbox 360 and filed 10 patents. Dave attended Gustavus Adolphus College for his undergraduate work, where he received three degrees in physics, electrical engineering and computer engineering.  He received his masters in electrical engineering from the University of Minnesota.

Visualizing Salesforce Data in Chartio

Dave Fowler, founder of Chartio, will demo how to visualize your Salesforce data in Chartio, helping customers have more accessibility to company data and make better business decisions based on easy-to-read charts and dashboards.  Chartio allows customers to view Salesforce data alongside other data sources, see your Salesforce data in charts and dashboards and interact and explore with your Salesforce data.  In addition to the demo, Dave will go over case studies of companies doing this today.

April 10 Salesforce Integration & Analytics Meetup

We had two fantastic demos at the Salesforce Integration & Analytics Meetup in early April. It has been busy since then, just getting around to posting the videos now.

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Thank you to AppBuddy for sponsoring and providing the food and drinks, and giving us a live demo of their well-known AppExchange application, GridBuddy. GridBuddy looks like one that any Salesforce administrator who needs to save time should check out — “editable reporting” doesn’t even begin to do it justice.

We also had a demo from Synata, which won the best Enterprise startup at the LAUNCH conference earlier this month. Very interesting new service which allows you to search across all your clouds —  Salesforce, Zendesk, Google Apps, and more.

Thanks to Rackspace as usual for allowing us to use their Racker Rally Room at the San Francisco office, much appreciated.

The videos below are by Aline. For all your video blog needs contact her at 415 377 0245

Marc Aubin, AppBuddy 

Marc Aubin is Co-Founder of AppBuddy, creators of Salesforce apps that help increase Salesforce productivity, user adoption and data quality.  He has been developing on the Force.com platform since 2007 through consulting companies such as Model Metrics, Appirio and Bluewolf, and is a former Force.com developer for Salesforce.com on their own “org 62” instance.  He is a serial entrepreneur in the data management space and lover of working at start-ups, which means he is experienced at doing everything from sales and marketing to project management to operations to making a great cup of coffee.

Marc gave us a demo of GridBuddy, a Salesforce app that introduces the concept of editable reporting.  GridBuddy provides the ability to create multi-object views with cross-object filters, and users can act on the data directly inline and within the context of a particular business process.  The app was released on the AppExchange in November 2010.

Patrick White, Synata

Patrick is a developer and product manager by training, but an entrepreneur at heart. He has worked at numerous startups, and founded several himself. Most notably, he was a Group Product Manager for Fortify Software, and was responsible for products that won such awards as the SCMag Reader’s Trust Award, the Jolt Product Excellence Award, and the Tester’s Choice Award. Patrick is currently the CEO of Synata, the world’s first enterprise cloud search engine, and holds a BS in Computer Engineering from the University of Southern California.

Synata is the world’s first Enterprise Cloud Search Engine – in under 60 seconds, you can sign up, connect your cloud services, and have an extremely powerful search engine running across Salesforce, Zendesk, Google Apps, and many other cloud services. We’re currently looking for Salesforce users to test the service and give feedback.

Feb 6 Salesforce Integration & Analytics Meetup

We had a record crowd for our February 6, 2013 Salesforce Integration & Analytics Meetup — more than 75 people showed up for networking and to see two demos of the latest Salesforce analytics technologies.

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Thanks to Woopra for sponsoring the event, providing the food and drinks, and demoing their new Salesforce integration. Woopra’s ‘Customer Analytics” — the merger of web analytics and CRM data — is definitely worth checking out.

I was also able to demo CloudAmp’s Analytics Dashboards, and gave a live demonstration of how the app integrates Google Analytics data directly into Salesforce and displays it in native Salesforce dashboards and reports. Videos of both demos are embedded below.

Thanks to Rackspace as usual for allowing us to use their Racker Rally Room at the San Francisco office, much appreciated.

The videos below are by Aline. For all your video blog needs contact her at 415 377 0245

John Whiteside, Woopra

John Whiteside is VP of Sales at Woopra. Mr Whiteside brings experience in Salesforce Integration and Analytics from positions at IBM, Cast Iron Systems and Boomi. Mr Whiteside was also Founder at DSLnetworks, one of the first ISP companies to deliver nationwide broadband access to enterprise companies.

John Whiteside will be demoing Woopra’s new Salesforce integration. Woopra is a real-time customer analytics service that provides solutions for sales, service, marketing and product teams. The platform is designed to help organizations optimize the entire customer lifecycle by delivering live, granular behavioral data for individual website visitors and customers. It ties individual-level data to aggregate analytics reports for a full lifecycle view that bridges departmental gaps.

David Hecht, CloudAmp

David Hecht is Founder of CloudAmp LLC, a Salesforce application, analytics and dashboard company focused on helping marketing and sales professionals improve their inbound funnel. David has been a Salesforce user and administrator since 2002, and has managed sales teams and inbound marketing organizations using Salesforce at startups such as Cloudkick and GoGrid. He is a Salesforce Certified Administrator, and is also the organizer of the Salesforce Integration & Analytics Meetup, a networking event and new technology showcase held every other month in San Francisco.

David will be demoing his CloudAmp Dashboard for Google Analytics, a Salesforce app which lets you easily see top level web traffic metrics from Google Analytics, directly in Salesforce in a standard dashboard. It was released in December 2012.

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