improve your sales analytics with alteryx and microsoft power bi
TRANSCRIPT
Improve Your Sales Analytics with Alteryx and Microsoft Power BI8 / 23 / 2016
SpeakersDan Ganancial, Alliance Marketing Manager, Alteryx
Ali Sayeed, Solutions Engineer, Alteryx
Miguel Martinez, Product Marketing Manager – Power BI, Microsoft
© 2016 Alteryx, Inc. | Confidential
The Leading Platform for Self-Service Data Analytics
Prep, blend, and analyze all your data using a repeatable workflow
Deliver deeper insights in hours, not weeks
Deploy and share analytics at scale
3
© 2016 Alteryx, Inc. | Confidential
• Integration of Data• Data Blending• Advanced Analytics
Alteryx Analytics
4
Prep, blend, and analyze data using a repeatable workflow, then deploy and share analytics at scale for deeper insights in hours, not weeks
146.03K145.84K145.96K146.06K 40.08K38.84K39.99K40.33K
Data challenges can be a drain on many organizations
Time-consumingSlow
Poor visibility Tactical
Requires IT involvementSilo’d
You
Your
Tea
m
Long analysis timeframes delaycritical decision-making that could impact your sales yield
Hunting for sales trend data and creating mash-ups can take the majority of analysts’ time
Too much time is spent cutting and pasting data from CRM and forecasting tools into a single report
Cannot view forecasts, sales performance and KPIs in one place
Understanding pipeline health and drilling into detail can be tough
Poor visibility makes it difficult to manage variance across sales teams and geographies
Dependence on IT to build queries, dashboards and reports
Mobile users cannot easily view pipeline and quota attainment while on-the-go
Data is silo’d in different sales tools, and it’s difficult to spot trends
7
Get the most out of your data with Power BI
Get results fasterAccelerate
Be more strategic Transform
Work together more effectivelyCollaborate
You
Your
Tea
m
Speed time to insight by viewing pipeline, quota, and forecast data in one place
Use pre-built dashboards and reports for a growing list of SaaS platforms and connect to your data in as little as 4 clicks
Connect to on-premises and cloud data sources using Power BI Desktop and design your own reports quickly and easily
Get line-of-sight into top-level results and the underlying details behind sales trends
Get insights that drive action by analyzing Excel-based data in new ways –Power BI seamlessly integrates with Microsoft Excel
Free up time for strategic analysis by reducing busy work such as finding data and mashing it up
Collaborate with your sales team on the go with mobile apps for Windows, iOS, and Android
Build interactive reports, dashboards and visualizations to get 360° views of your business without the need for IT involvement
Share dashboards and reports securely within your organization in a few clicks
8
© 2016 Alteryx, Inc. | Confidential
Three Ways to Improve Your Sales Analytics
PREDICT WHICH CUSTOMERS TO TARGET WITH OFFERS
VISUALIZE DATA TO GAIN DEEPER INSIGHTS
BLEND ALL RELEVANT DATA FROM MULTIPLE SOURCES
9
1
2
3
© 2016 Alteryx, Inc. | Confidential
Share
Sales Analytics: From Data Preparation to Visualization
Enrich
Prep & Blend Analyze
Input All Relevant Data
10
Output All Popular Formats
© 2016 Alteryx, Inc. | Confidential
Delays Are Causing Business Problems
11
© 2016 Alteryx, Inc. | Confidential
Organizations want insight in hours or less, not weeks or days
12
What is the preferred timeframe to get insights?
Seconds 14% Minutes 37% Hours 35%
© 2016 Alteryx, Inc. | Confidential
MAZDA MOTOR CORPORATION
• Founded 1920 (Toyo Cork Kogyo)• 44,000 employees globally• Global production footprint; USA vehicles sourced
from Japan and Mexico• US headquarters in Irvine, CA• Small company for an automaker (but that’s a good
thing!)• R360 was the first Mazda passenger vehicle (1960)• RX-7, the only rotary engine sportscar in the USA,
launches (1978)• MX-5 Miata reignites the roadster market globally
(1989)
13
© 2016 Alteryx, Inc. | Confidential
• Lots of data in lots of places. Mostly in excel or PDFs.
• Lots of static reports; combining data sources requires re-entry into Excel
• Japanese and US management team, who all like reports in a certain format.
• Decision by gut, not by data
• Different definition of KPIs
Key Business Intelligence Challenges
• No central repository of data
• No centralized data control
• Lack of understanding of what data can do
• Lots of sales people, not a lot of data people
• Many vendors promising an analytics revolution, only to be let down…
Download a FREE Trial: alteryx.com/trial© 2016 Alteryx, Inc. | Confidential
Solution –Enter in Alteryx and Power BI
• Use Alteryx to reduce time spent blending and prepping data
• Perform fast and dynamic data mashing across data sources for new insights
• Bridge the gap between statistic models -> predictive insights -> prescriptive action
• Export the data to Power BI for manipulating visualizations instantly
15
© 2016 Alteryx, Inc. | Confidential
Application: Better Sales and Incentive Reporting
• Mazda knows how many retail vehicles were sold by month, by market with a low lag time (data driven, not Alteryx driven).
• By combining this data with competitor incentive intelligence, Mazda knows why they are under or over performing.
• Some of this data is exported to Power Pivot/Excel.
© 2016 Alteryx, Inc. | Confidential
Application: Predicting Sales
Using Alteryx predictive functions made it easy to figure out how many cars Mazda will sell on any given day of the month.
© 2016 Alteryx, Inc. | Confidential
Alteryx & Microsoft Power BI Enable Mazda
Gain new perspectives in the industry
Predict the future, or at least have a reliable
benchmark to assess performance
19
1 2Focus on the next
problem vs. recurring problems
3
© 2016 Alteryx, Inc. | Confidential
Three Ways to Improve Your Sales Analytics
PREDICT WHICH CUSTOMERS TO TARGET WITH OFFERS
VISUALIZE DATA TO GAIN DEEPER INSIGHTS
BLEND ALL RELEVANT DATA FROM MULTIPLE SOURCES
20
1
2
3
Demonstration
Improve your sales analytics and generate deeper insights!
Get started with a free trial of Alteryx & Microsoft Power BI
alteryx.com/alteryxformicrosoft
powerbi.com