Use Case
Uncover which customers you should prioritize, and which ones provide the highest value to your company
Reduce overhead for uncovering key customer account metrics; enable sales reps to spend more time selling
Create dashboards that show top KPIs per customer in a single view and create reports that show which customers to contact first
On average, sales reps spend about 20% of their time on administrative tasks, including researching where customers are in their buying journey and identifying which accounts to prioritize. Support cases, sales inquiries, product usage metrics, and buying patterns are all valuable data points that sales reps need to consider in order to understand where they stand with their customers. But every minute they spend manually prioritizing accounts is a minute less they can spend addressing customer needs.
The process of optimizing sales performance and understanding accounts requires an automated and concise view of key customer metrics. The ideal view makes priority accounts stand out, clearly defines customer segments, and clearly displays key metrics like:
With a segmented view of customers based on key metrics, sales reps can focus on the highest value accounts, address groups of accounts in danger of churning, and apply winning strategies to similar accounts.
With Alteryx, you can:
1 – In-Database Tools
Alteryx enables you to automate the prep and blend of data in your database with In-DB tools
2 – Advanced Analytics
Centroid Analysis and K-means Clustering Models can be performed using the Python tool or directly in the workflow
3 – Operationalize
Write data into a spreadsheet, or automatically upload to Snowflake or Alteryx reporting tools