Alteryx Salesforce Analytics-Starter Kit

Enrich Your Salesforce Data

ALTERYX + SALESFORCE STARTER KIT

Cut the spreadsheets and fast-track your self-service Salesforce analytics in a code-free environment. Download the Alteryx + Salesforce Starter Kit and learn how to quickly analyze marketing campaign ROI and sales effectiveness, perform sales territory analysis, and understand prospect and customer journeys. With Alteryx, analysts can visually source, blend, cleanse, and enrich Salesforce and broader data up to 100X faster.

STARTER KIT FEATURES

ACCOUNT EXECUTIVE PERFORMANCE

Blend, prep, and analyze data from Salesforce and various other sources to unearth deeper insights on the performance of an Account Executive team.

CUSTOMER SEGMENTATION

Optimize marketing communications by segmenting customer base using data from Salesforce enriched with Dunn & Bradstreet data, blended with customer spend, and then analyzed to create and identify unique customer segments for marketing use.

SALES PIPELINE ANALYSIS

While assessing a sales rep’s close ratio can be a labor-intensive process, it doesn’t have to be. Learn how to quickly analyze opportunity data from Salesforce and measure sales team performance against goals with Alteryx.

CUSTOMER SERVICE ASSESSMENT

Quickly blend and analyze service metrics like average handle time and first level resolution to identify customer service superstars and unearth insights on what makes the best reps the best with Alteryx + Salesforce.