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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 Sales and Marketing

 
 
Starter Kit

Trial Balance Mapping and Disclosure Preparation

This Starter Kit helps finance teams produce disclosure-ready financial data by mapping trial balances, applying materiality thresholds, and flagging exceptions with traceable controls.

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Starter Kit

Regulatory Filing Data Preparation

This Starter Kit helps compliance and finance teams prepare regulatory filings by standardizing datasets, validating rules, and assembling submission-ready outputs.

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Starter Kit

Accounting Close Exception Resolution

This Starter Kit helps accounting close teams detect and resolve close breaks earlier using validation rules, materiality thresholds, and exception workflows that produce audit-ready evidence.

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Starter Kit

Legal Entity Relationship Mapping

This Starter Kit helps finance, legal, and tax teams map corporate ownership structures by linking entity records, exposures, and registry data.

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Starter Kit

Intercompany Matching and Eliminiation

This Starter Kit helps consolidation teams compare entity ledgers, match counterparties, and generate elimination entries with reconciliation packs.

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Starter Kit

Vendor Risk Control Monitoring

This Starter Kit helps procurement and risk teams monitor vendors by tracking sanctions signals, control expirations, and payment exposure.

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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
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.
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Customer 360 Profiling with Alteryx One
Alteryx connects CRM, POS, e-commerce, and service data into one governed profile. Teams clean, enrich, and segment with no-code tools, then activate AI-ready customer intelligence across channels.
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Underwriting Operations with Alteryx One
Compress quote-to-bind cycles from days to hours by eliminating manual data gathering and applying guidelines consistently.
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Webinar
Increase your Alteryx User Base with Innovative Gamification
JLL curated the Alteryx Adventure, a gamification program elevating teams from rookies to rockstars. During this session you'll learn about their program, & BONUS you get to take the content to deliver at your organization.
  • Alteryx Inspire
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Watch Now
 
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Simplify Data Architecture Management
Gain full visibility into data lineage and create an easy-to-understand data pipeline from source to insights.
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Customer Journey Analytics
Connect data sources to gain a full picture of the customer journey and improve success at every interaction.
  • Marketing
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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.