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Sales and Marketing Analytics

 

Empowering Data-Driven Sales and Marketing

Increase revenue and optimize ROI by putting the power of data in the hands of your sales and marketing teams. Our code-free, intuitive solution simplifies and automates data prep and analytics to help you improve sales forecasting, marketing ROI, and revenue intelligence. With Alteryx, you can more effectively monitor campaign performance and surface trends in the end-to-end buying journey.

 
 

Alteryx is named a Leader in the Business Intelligence space of Snowflake’s 2026 Modern Marketing Data Stack. In a world driven by AI, we’re focused on empowering marketers to be true agents of change.

 

Solutions for the Sales and Marketing Analytics

 

Alteryx Starter Kits for Public Sector

 
 
Starter Kit

Marketing

Analyze customer segmentation, better understand your customer lifetime value, and deliver impactful campaign analysis reports.

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Starter Kit

Salesforce

These templates contain key analytics workflows and tutorial information to get you started using Alteryx for Salesforce.

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Starter Kit

Data Blending

Jumpstart your path to mastering data blending and automating repetitive workflow processes.

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Starter Kit

Predictive Analytics

Learn how to build predictive insights with this interactive tutorial that doesn’t require you to have specialized skills.

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We’re using Alteryx to pull all the raw data from our customer touchpoints, centralize it in our analytics database, and tap into insights across our channels for a complete view of our customer.

Gym Shark

Gemma Hulbert, Chief Data Officer

Gym Shark

With Auto Insights, we’re improving ROI by targeting the right people. It’s pointing to key segments that are overperforming and we’re able to improve campaign performance by 20-30%.

Newport One

Collin Ward, Chief Innovation Officer

Newport One

Designer Cloud brought a new level of productivity to the way our analysts and IT teams explore diverse data and define analytics requirements.

PepsiCo

Ben Sokol, Data Integration Analyst

PepsiCo

Tech Partners

 

Alteryx Sales and Marketing Analytics Partners

Service Partners

  • Sales
  • Marketing
  • IT
 

Cloud Partners

 

Recommended Resources

 
Use Case
Demand Forecasting
Empower finance teams to predict demand shifts faster and more accurately with explainable AI, automated workflows, and unified data across ERP, CRM, and planning systems.
  • Analytics Automation
  • Data Prep and Analytics
  • Data Science and Machine Learning
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Use Case
Fixed Asset Depreciation Automation
Tax teams replace spreadsheet-heavy depreciation work with governed, AI-supported automation that improves accuracy, speeds close cycles, and strengthens planning confidence.
  • Analytics Automation
  • Data Prep and Analytics
  • Data Science and Machine Learning
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Use Case
Transfer Pricing Automation
Automate and standardize transfer pricing workflows with governed data, repeatable logic, and clear audit documentation using Alteryx One.
  • Analytics Automation
  • Data Prep and Analytics
  • Data Science and Machine Learning
Learn More
 
Use Case
Dynamic Price Scenario Modeling
Finance teams simulate, compare, and update pricing strategies quickly by unifying cost, demand, and market inputs in one place. Automated workflows and AI-supported analysis help analysts refresh assumptions, run scenarios, and support timely pricing recommendations.
  • Analytics Automation
  • Data Prep and Analytics
  • Data Science and Machine Learning
Learn More
 
Use Case
Customer Segmentation
Unify CRM, donation, and marketing data into governed, AI-ready segments. Automate modeling, ensure compliance, and activate insights across campaigns to boost ROI and retention.
  • Data Prep and Analytics
  • Data Science and Machine Learning
  • Generative AI
Learn More
 
Use Case
Supply Chain Cost Optimization
Lower cost-to-serve by aligning supply chain planning with financial targets. Alteryx One combines operational data, forecast inputs, and cost models in one governed environment, enabling teams to build scenarios, test constraints, and compare outcomes to cut spend and increase transparency.
  • Analytics Automation
  • Data Prep and Analytics
  • Data Science and Machine Learning
Learn More
 

Frequently Asked Questions

 
What value does Alteryx provide for Sales and Marketing?
Data Integration and Preparation

Unifying Data Sources: Alteryx allows sales and marketing teams to easily blend and integrate data from various platforms without the need for extensive IT support.

Data Cleaning and Enrichment: Alteryx automates data cleansing and preparation, ensuring marketing and sales teams work with accurate and up-to-date data, which is crucial for effective targeting and reporting.

Customer Segmentation and Personalization

Advanced Segmentation: Marketing teams can use Alteryx to segment audiences based on demographics, behavior, purchase history, and more. This segmentation ensures highly targeted and personalized campaigns.

Predictive Analytics for Lead Scoring: Sales teams can use predictive models within Alteryx to score leads based on the likelihood of conversion, helping prioritize efforts and focus on high-value prospects.

Campaign Performance Tracking

Marketing Attribution: Automate marketing analytics and enable teams to analyze multi-touch attribution models, identifying which channels or campaigns contribute the most to conversions.

Actionable Insights: Teams can automate the reporting process, combining campaign data with performance to adjust strategies quickly.

Sales Forecasting and Planning

Demand Forecasting: Sales teams can leverage historical data to predict future sales and trends, allowing for better planning and resource allocation.

Pipeline Analysis: Alteryx helps visualize and analyze sales pipelines, identifying bottlenecks or opportunities to improve close rates.

Customer Lifetime Value (CLV) Analysis

CLV Calculations: Alteryx automates customer lifetime value calculations by combining purchase history, retention data, and customer behavior. This helps marketing focus on retaining high-value customers.

Retention and Churn Predictions: With built-in predictive modeling, Alteryx allows sales and marketing teams to identify customers at risk of churning and implement retention strategies.

Operational Efficiency

Automating Repetitive Tasks: Alteryx automates repetitive reporting, data extraction and cleansing tasks, freeing up time for more strategic initiatives.

Self-Service Analytics: Non-technical users can perform complex analyses through a drag-and-drop interface, reducing dependency on data analysts or IT teams.

Market and Competitor Analysis

Trend Identification: Alteryx can integrate external data to help marketing teams spot industry trends or competitive shifts.

Sentiment Analysis: Through text mining capabilities, Alteryx can analyze customer feedback, reviews, or social media mentions to gauge sentiment and improve marketing strategies.

ROI Optimization

Budget Allocation Optimization: By analyzing performance data across channels, Alteryx helps optimize marketing spend to maximize ROI.

Conversion Rate Optimization: Alteryx allows users to identify bottlenecks in sales funnels and optimize conversion points, improving overall sales efficiency.

 
What do we mean by Code-Free and Code-Friendly?

Code-free means executing complex analytics and data science workflows using a drag-and-drop interface for analytics modeling rather than coding language.

Code-friendly means Alteryx can integrate with popular programming languages like Python so coders can use Alteryx to accelerate, organize, and visualize their workflows.

 
How does Alteryx’s platform leverage generative AI in their analytics workflows?

Generative AI makes Alteryx tools easier to use and data easier to understand. We couple generative AI with other AI models to surface meaningful insights in your data while minimizing the dependence on prompt construction and visualization design skills.