Nippon Caterpillar’s business mainly consists of four units: new and used construction vehicle sales, rentals, and maintenance service. The company serves large and small customers across a broad range of industries from construction to agriculture, snow removal, and more. Their biggest challenge is how to organize the data managed by each business unit. When collecting data in the past, the marketing department requested that a person from each unit provide it in Excel files. Now, Nippon Caterpillar uses Alteryx to bring data from Salesforce, or data in CSV or Excel format, then analyzes and visualizes it in Tableau, allowing them to streamline their information analysis operations.
Describe the business challenge or problem you needed to solve
According to Mr. Michihiko Yaguchi, group manager in the business development department, “the company has hundreds of thousands of customer data points, but there are not enough sales staff. To provide efficient and accurate support, we need to gather information from the four business units, conduct cross-sectional analyses, and provide feedback on optimized findings and insights.”
The biggest issue is how to organize the information managed by each division. Mr. Hiroshi Iwata, chief of the marketing department’s data management group, says, “the input method is different from person to person, and sometimes unnecessary information gets mixed in. As the data become enormous, it takes a lot of time to put them together manually. While the aggregated data could be made visual using BI tools such as Tableau, our major problem was how to get there.”
Mr. Yaguchi also closely watches changes in customer information gathering and purchasing activities. He would like to analyze customer behavior on the Web to create a “customer journey” to better support sales activities. However, the current method of collecting data does not allow them to track the purchase behavior of customers.
“In addition to ETL functions that collect, transform, process, and connect data, we needed a tool that can perform analytics in an integrated way. There were advanced solutions available but they were too expensive, and we wanted to find a more efficient and easier-to-use software,” said Mr. Yaguchi. When he heard a story about Alteryx at a Tableau’s user networking event, he knew that “this is the ideal tool.” Mr. Yaguchi contacted Classmethod, which had been actively dealing with Alteryx since an early stage, and started a trial. At the beginning, he distributed it to the marketing staff and had them try the new analytics method to improve the efficiency of current operations.