Alteryx with Salesforce Data: Faster Insights and Industry Awards and Accolades

[RamanK]

Schneider Electric is a leading global manufacturer of energy management and automation equipment.  Internally, its business analytics team has worked to become a data management and automation leader in its own right.  Under the leadership of Tom Sturgeon, Director of Business Analytics, the analytics team at Schneider has transformed the delivery of organizational insights with the use of the Alteryx self-service platform and their Salesforce data. Collaborating with the strategy and business development teams, the business analytics team has uncovered numerous growth opportunities and at extraordinary speeds no less.

Challenges: Blending Salesforce data with other sources took months

When discussing Schneider’s annual sales quota processes, Tom stated, “We bring together all of our CRM data from Salesforce as we build quotas. In the past, we had to smash together different Excel files, get a lot of different feedback from sales leaders, and that was very labor-intensive. It would start in October and finish, with good luck, in February. With Alteryx, we’ve been able to condense that to only a few weeks. Now we’re getting quotas out earlier and our salesforce is more motivated to go and sell faster.”

Results: Insights in weeks, professional accolades and industry awards

Going from 5 months to just a few weeks to uncover this mission critical information means that Tom and his team now have more time to do just that – more! In addition to adding business value through traditional business intelligence activities, Tom and his team are now developing predictive analytics capabilities with Alteryx to help anticipate the future of Schneider’s business.  According to Tom, “[Alteryx] allows us to answer questions we never thought possible, and every time we deliver a solution we get 10 more ideas on what to do next." This type of analytics ingenuity is what led to Tom being named an Alteryx ACE and his team being named the 2014 Alteryx customer of the year.

Expand your analytics abilities

Interested in putting your analytics practice on the fast track for business-changing insights like Tom? Download the Alteryx Starter Kit for Salesforce for pre-built analytic workflows and sample data that you can use to learn from, or easily use your own data in place of the data provided so that you can uncover insights for your own organization. Best of all, the workflows can be easily adjusted with via drag and drop tools to provide the exact insights you seek.

Download the kit to start expanding your analytic abilities with Alteryx and Salesforce today.

[Vincent]

Great post. I think it'd be even better if Alteryx can provide a connector to pull Salesforce reports directly. I submitted a new idea at the Alteryx Ideqa Center. Please "Star" it if you would have a similar need, too.