Maximize Your Customer Data for Success
Salesforce Starter Kit
This Starter Kit will provide analytic templates to jumpstart your integration with Salesforce and blending data with other sources. Quickly and easily analyze your sales pipeline, monitor high-performing account executives, and create strategic customer segmentations, and deliver a better view into customer opportunities and sales performance.
Starter Kit Features
Analyze Sales Pipeline
Quickly analyze opportunity data and measure sales representatives’ performance against goals.
Monitor Account Executives’ Performance
Identify high-performing account executives, provide instant and ongoing feedback to sales executives.
Create Strategic Customer Segmentation
Strengthen your customer data with Dunn & Bradstreet data enrichment to identify unique customer segments for marketing analysis.
“With Alteryx, we integrate data from channel partners, CRM, ERP systems, and market reports to understand how revenue data flows through the value chain. Within three weeks, we went from collecting the data to generating insight. Thanks to Alteryx, Schneider Electric maximized the performance of its sales force, simplified sales operations, and converted a required process into a value-added one.”
Director of Business Analytics, Schneider Electric USA
