Customer data usually lives siloed in multiple departments, repositories and CRM systems. That leaves companies with only a narrow view of their customers, unless they undertake long, expensive IT projects to unify their data. By the time insights are available, the information behind them is often stale and the conclusions obsolete — a complete loss of the value in the data connection and the analytics process.
Use an end-to-end analytics platform to automate data connection and extract-transfer-load (ETL) processes with each of your data sources. Cut the time it takes to summarize customer account health in 360° dashboards and enjoy a consolidated view of your most important metrics for each customer.
With Alteryx, you can:
- Connect to sources of customer data as diverse as account financials, support records, marketing/lead generation, community membership and product usage
- Create an automated workflow that blends siloed data and applies calculations to enrich that data
- Format and optimize the result for storage in a repository like Snowflake or for analysis in full-view Tableau dashboards
Customer Pulse Designer Workflow
1 - Data Connection
2 - Prep and Blend
3 - Data Communication