Sales Operations Analysis:

Streamlining Insights with Alteryx

  • Product Recommendation Model:

    An Alteryx server was able to to provide a user friendly interface for a non-technical user to interact with a machine learning algorithm.

    A sales person was able to log into the Alteryx server, provided some information about areas of interest (e.g. geography, market segment, vertical),
    and from there the recommendations appeared on a Tableau dashboard.

    The Tableau dashboard would display products to sell to specific customers that met the criteria of the algorithm.

    Initially this work was done in R and required manual effort to update as well as to package into insights that were easily understood.

    High-level overview of the workflow: