The Qualtrics EFM Solution

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The Qualtrics EFM Solution

• Prepared for
• Intrawest
• 26 January 2006

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Agenda

• 1. Solution Overview Value Proposition
• 2. Products and Services Demonstration
• 3. Questions and Clarifications

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Company Overview

• Founded as an ASP in 1997 to Meet The Research
  Needs of Consulting Clients
• Own and Manage 7 Branded Self-Service Sites
  (Currently Consolidating to One)
• Maintain Extremely Diverse Customers Doing Lots
  of Neat Things
• Customers Fall into Two Categories Self-Service
  or Expert-Supported
• Our Focus Providing The Best Online Survey
  Solutions with Premium Customer Service and
  Training

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Commercial Sites
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Who Uses ASP Model
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Who Uses An ASP Model
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Client Count

• Clients with Accounts 25,000
• New clients since June 2003 17,000
• Corporate Branded Sites 75

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Benefits Value Proposition

• In addition to the best survey solution
  available, our clients have access to
• Research and Survey Consulting
• Panels and Panel Management
• Data Integration Services
• Translation Services

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Competitive Differentiators

• Most Robust Survey Software
• Continuous Innovation
• Vision for Enterprise Survey Solutions
• Corporate Solution Branded for Intrawest  
• Complete Customization for Clients

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• Products and Services Demonstration

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Stated Competitive Differentiators
Is Qualtrics Really the Best?

• Most Robust Survey Software
• Continuous Innovation
• Vision for Enterprise Survey Solutions
• Corporate Solution Branded for Intrawest  
• Complete Customization for Clients

Lets see what this really means
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Enterprise Solutions Require

• Ability to Manage and Control
• Ease of Use
• Ability to Grow

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Create User Groups and Account Types for
Enterprise Productivity and Growth
AccountAccess
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Set Account Size and Capacity
AccountCapacity
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Set Survey Size and Capacity
Restrictions on Survey Size and Capability
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Manage Surveys and Data
Survey Activities View, Copy, Use, Change
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Encourage Workgroup Collaboration
Collaborate, Share,Manage Library
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Control Access to Customers
Mailing List Controls
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Dynamic Surveys Produce Better Data
Access Information in Multiple Databases CRM
Uploaded Respondent Data, Real-Time Respondent
Data, Embedded Data, Question Libraries, Survey
Libraries, Graphics Libraries Access for Better
Questions Access for Better Logic Access to
Drive Dynamic Surveys Example Question(FlightY
es, Add Question)Mr. (Prefix) Jones (Name),
you took a flight from New York(origin) to San
Francisco (destination) on May 17 (date).
Please(If FlightNo, go to car rental section
and ask similar questions if Car RentalYes).
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Enterprise SystemBuilt for the Individual
Listing of All Current Survey in Your Account
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Tab 2 Create a Survey
Wizard Based Survey Library Copy and
Edit Expert Options
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Tab 3 Edit a Survey
Edit Questions Edit, Delete, Reorder,
Create, Configure Set Options Name, Skins,
Response Sets, Edit Question Flow Skip Logic,
Branching, Block randomization, Embedded
Data Advanced Elements Triggers, Quotas
Advanced Questions
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Tab 4 Distribute a Survey
Interruptible Surveys Always Save and
Continue Respondent Tracking Unique
Respondent ID Unique Session IDAutomatic
Link Generation Default Link Custom HTML
Links
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Tab 5 View Results
Detailed Reports Advanced Analysis Cross
Tabulation Tests of Means Report Writer
Organize and PrintSubgroup Analysis Response
SetsEdit ResultsExport Data
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Tab 5 View Results
Data Editing Data Analysis Data Export
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View Results Report Writer

• Summary Reports
• Insert Charts, Graphics, Tables
• Insert narrative comments and explanation
• Placeholders for charts and analysis tables
• Set question presentation order
• Develop multiple reports
• Integrate across multiple reports
• Prepare, then Real-time data update

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Libraries For Your Content

• Multiple Libraries Sources
• Qualtrics Libraries
• Group Libraries
• Individual Libraries

• Upload to Multiple Libraries
• Survey Libraries
• Question Libraries
• Message Libraries
• Graphics Libraries
• Campaign Manager/ Mailing List Libraries

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New Question Technology

• QuestionsSliders, Emoticons

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Easy Response Formats

• Click and Move Rank Order Question

Select Item and Move Up or Down
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Graphics Questions

• SampleGraphics Questions

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Friendly Wizards
Wizard Based Survey Library Copy and
Edit Expert Options
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Survey Building Wizard

• Wizard Driven Question Builder With View

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Easy Entry Format Question Text
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Graphics Upload and Libraries
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Question Sensitive Options
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Preview Questions / Surveys
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Piping of Any Text or Answers

• Piping of any choice and text input

Piping of text andComments
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Looping

• Move from Dense 3-D Questions to Looping

Pipe and Rotate Through Questions To Increase
Response Rates
When used with looping and piping to merge text, the sequence of questions would be repeated automatically for each of the 5 attributes 1. Layout and Design 2. Ease of Finding Information 3. Usefulness of Information 4. Quality of Online Help 5. Product Selection
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Advanced Choice Embedded Data
Embedded Database to Add New Choice Options
Extraction of Choices and Carry ForwardChoice
Options
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Question Blocking

• Blocks
• Randomization of Blocks
• Looping of Blocks
• Anchor and Rotate Around
• Experimental Designs

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Other Features

• Instant Notification and Logging for Sales
  LeadsVOCQuality ControlKey CustomerWhistle
  Blower
• Grading of Sections

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Extensible
Non-Linear, Extensible Architecture This means
that new question types can be added in 3-5
days. We are designed to be dynamic to meet the
needs of our customers. Thank You Questions?