colleagues white-boarding

Partner Capability Matrix

Create a one-stop dashboard of partner capabilities to educate sales on what each partner has to offer

Business Problem

When your customers need more than your company alone can deliver, you turn to your network of partners. If you find a match between the problem that your customer wants to solve and the combined capabilities that your partners provide, you can offer a solution.

Usually, it’s channel managers who know partner capabilities well enough to find a match, but they don’t always know all of the partners. That means sales must navigate an incomplete, disjointed knowledge base of partner capabilities and try to arrive at a solution. Meanwhile, customer experience is poor, the delay may cost you the deal, and you may overlook the optimal partner for the customer’s needs.

Alteryx Solution

Arm your sales reps with a one-stop dashboard of partners and their capabilities. Through the dashboard, sales can easily look for partners with specific capabilities, search for previous wins by partners and capabilities, and find experts to collaborate on a proposal.

With Alteryx, you can:

  • Reduce the time it takes to match partner capabilities with customer needs, enabling faster and more competitive bids
  • Connect internal channel manager repository to automatically match channel manager that can help consult on best solution
  • Continually expand and update partner capability repository to ensure bids contain the latest and most competitive solutions
  • Strengthen partner relationships through winning more deals that include partner capabilities

Partner Capability Designer Workflow

	052 Partner Compatibility Matrix Workflow

1 - Data Connection

Connect to partner capability data in Snowflake or other data

2 – Automated Data Preparation

Fortify the data from CRM with internal and public data sources through Snowflake, and combine into data tables for a holistic view

3 – Custom Data Blending

Easily add and update partner capability data without disrupting dashboards or data accessibility

4 – Operationalize Analytics

Export into Tableau for one-stop view of partner type, tier, capabilities, region (localization), internal contact for each partner, partner domain and industry information (expertise)

Additional Resources


Starter-Kit für Microsoft

Elektronisches Dashboard

Starter-Kit für Tableau

Partner | Alteryx

Transformieren Sie Ihre Analysen

Decken Sie verborgene Erkenntnisse in Ihren Daten auf.

Alteryx Produkt