The more your data is spread across different sales and marketing platforms, the harder it is for you to get a complete overview of it all. Without that overview, your Go to Market (GTM) strategy may rely on a narrow view of the big picture. You can solve the problem by purchasing additional capabilities, but that becomes costly across multiple platforms and vendors.
With an end-to-end platform that provides ETL, data prep and blend, and advanced analytics all in a single process, you can completely control the data going into your sales dashboards. Combine account-level data from CRM software with new leads coming in from marketing platforms. Automatic implementation of business rules and key performance indicators (KPIs) lets you generate fully enriched dashboards of your sales pipeline.
With Alteryx, you can:
- Create an automated connection to CRM and marketing platforms
- Blend the resulting data to create a full view of your sales pipeline including new leads, sales deals in progress and closed deals
- Understand your customers’ journey by studying the combination of sales pipeline data and marketing or customer success data
Sales Pipeline Designer Workflow
1 - Import CRM Data
2 - Data Repository Connection
3 - Prep & Blend
4- Data Communication