Sales Operations Analysis:

Streamlining Insights with Alteryx

  • Sales Strategy Analysis Framework:

    This framework involved consolidating data for global customer segmentation and global sales expenses,
    analyzing the findings, collaborating with the leadership team, and iterating on the process.

    The results of this effort provided valuable insights to the executive leadership regarding the impacts of the strategy and
    how to shape customer segmentation and sales alignment to territories.

    Automation of the Extract, Transform, and Load (ETL) process was enabled with Alteryx.
    This provided a consistent process using comprehensive datasets containing millions of records,
    eliminating the inconsistencies inherent in the manual process.
    Prior to this, the work relied on manually processing numerous spreadsheets with partial data due to size limitations.

    High-level overview of the workflow: