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Alteryx Streamlining Sales Prospecting
技术
- 应用基础设施与中间件 - 事件驱动型应用
- 网络安全和隐私 - 身份认证管理
适用行业
- 设备与机械
- 矿业
适用功能
- 物流运输
- 销售与市场营销
用例
- 租赁金融自动化
- 供应链可见性(SCV)
挑战
销售代表需要一种方法来识别在驾车距离内参加现场活动的潜在客户、具有处理数据的相关头衔的潜在客户，并将 Salesforce 潜在客户和联系人结合起来进行适当的外展。
关于客户
Joe Simpson 是 Alteryx 的销售代表。他每天都会给尚未使用 Alteryx 的大公司的数据专业人员打电话和发送消息。
解决方案
销售代表使用 Alteryx Designer 直接连接到 Salesforce.com 并提取客户列表。他们使用空间分析来创建现场活动地点周围的行驶时间半径，并针对前 10 个客户进行外展。他们还使用过滤工具来识别相关标题并删除不需要的标题。此外，他们使用 Alteryx Designer 合并 Salesforce 潜在客户和联系人、清理数据并删除重复项。
运营影响
数量效益
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