Alteryx > 实例探究 > 使用 Alteryx 改进销售薪酬和自动化流程:案例研究

使用 Alteryx 改进销售薪酬和自动化流程:案例研究

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技术
  • 网络与连接 - 射频识别
适用行业
  • 水泥
适用功能
  • 销售与市场营销
用例
  • 时间敏感网络
服务
  • 系统集成
关于客户
CUNA MUTUAL Group 是一家保险/金融服务公司,旨在创建更加公平的金融体系。
挑战
CUNA MUTUAL Group 面临手动流程、对电子表格的依赖以及有缺陷的销售薪酬系统等挑战。
解决方案
该公司实施 Alteryx 来自动化手动流程、消除电子表格并开发新的基于收入的销售补偿系统。
运营影响
  • The adoption of Alteryx and the development of a new sales compensation system had a significant impact on CUNA MUTUAL Group. The company was able to eliminate the use of spreadsheets and move to daily updates, which greatly improved the efficiency of their operations. The new sales compensation system led to the best sales results in the past 10 years, providing salespeople with valuable insights into their performance. The success of these initiatives also increased the visibility of the analytics team within the company, earning them a seat at the table with leaders and leading to significant promotions for team members. The company is now working on expanding the use of analytics across the organization, with the aim of providing more insights to leadership and frontline staff and enabling them to make better business decisions.
数量效益
  • Saved thousands of hours by automating manual processes
  • Increased efficiency by 60%
  • Achieved 130K views on dashboard annually

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