Accelerating the Sales and Marketing Cycle with Analytics - Alteryx at Dreamforce


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Salesforce allows you to track every interaction you have with a customer or prospect, and answer most questions related to the sales process. But, to answer the bigger, more strategic business questions you need to put your Salesforce data in the context of all of the available data you collect. This presentation describes how you can quickly and easily:
1. Connect to and rapidly blend data from all sources, including, so that you can make more informed decisions.
2. Make sophisticated analytics more accessible to everyone, with no need for complex code writing.
3. Create the ability to share the results of your work with colleagues and the decision makers in your organization.

You’ll be on your way to identifying new revenue opportunities, optimizing your marketing campaign effectiveness, improving your planning and forecasting accuracy, setting your sales team deployment strategy, and much more.

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Accelerating the Sales and Marketing Cycle with Analytics - Alteryx at Dreamforce

  1. 1. Accelerating the Sales and Marketing Cycle with Analytics Bob Laurent Director of Industry Marketing, Alteryx © 2013 Alteryx, Inc. 1
  2. 2. Salesforce allows you to answer questions related to the sales process © 2013 Alteryx, Inc. 2
  3. 3. But, answering most business questions requires other data sources © 2013 Alteryx, Inc. 3
  4. 4. And, integrating these data sources can be complex for IT staff: Not Familiar with Business Problem © 2013 Alteryx, Inc. Requires Detailed Scope of Work Balances Multiple Concurrent Projects 4
  5. 5. Alteryx takes a Different Approach Alteryx Empowers the Business Analyst to Answer the Important Questions Faster & Easier Faster data blending with access to all available data © 2013 Alteryx, Inc. Easier to use analytics with no coding required Simpler to share and iterate analytics for decision makers 5
  6. 6. Step 1: Fast Blending of Any Data With Packaged Market and Geospatial Data Blend ALL Collected Customer Data Enrich Blend © 2013 Alteryx, Inc. To Create an Ideal Customer Dataset for Analytics 6
  7. 7. Step 2: Easy to Build Analytics Drag & Drop Dozens of Analytics Tools into a Graphical Workflow • • • • Predictive/R Statistical Behavioral Spatial Analyze Analyze © 2013 Alteryx, Inc. 7
  8. 8. Step 3: Simple Sharing of Insight Create Reports and Output Data © 2013 Alteryx, Inc. Publish and Share Analytic Applications Output for Visualization 8
  9. 9. Optimized for How Business Gets Done The Producer: Modern Data Analyst • • • • Business or data analyst Understands industry and LOB Analytic thinker Builds Workflows & Analytic Apps The Consumer: Business Decision Maker • • • • © 2013 Alteryx, Inc. Asks the questions and makes decisions that drive change Consumes reports, visualizations, etc. Runs Analytic Apps to get needed output Shares Analytic Apps as appropriate 9
  10. 10. More Insight = Better Decisions • Find New Revenue Opportunities • Optimize Marketing Campaigns • Improve Planning & Forecasting • Set Sales Team Territories • Make Sales Calls More Efficient • And Much More © 2013 Alteryx, Inc. 10
  11. 11. Next Steps Dreamforce Table Talk: Are You Leveraging Omni-Channel Customer Analytics? Tomorrow from 11:30am to 1:30pm Yerba Buena Gardens: Table 17 Alteryx Booth: See Analytic Apps, plus talk about your specific challenges Monday through Thursday Cloud Expo: Booth #N1418 © 2013 Alteryx, Inc. 11
  12. 12. © 2013 Alteryx, Inc. 12