Irvine, California 2500+ Employees Software Development

Unified Engagement, Granular Insights: Elevating Alteryx’s Customer Lifecycle

Unified Engagement, Granular Insights: Elevating Alteryx’s Customer Lifecycle

150K+

missing contacts added

130K+

new OCRs created across 20K+ opportunities

1,000+

hours saved of manual data entry

Alteryx, a leader in data analytics and automation, sought to optimise their sales and customer engagement processes by consolidating various tools into a single, streamlined solution. With a strong emphasis on improving stakeholder engagement and communication throughout the customer lifecycle, Alteryx needed a platform that could capture and analyse every interaction with their customers and prospects.

Challenge

As Alteryx transitioned to a centralised RevOps function over the past 2 years, their goal was to build solutions and processes that would serve the entire GTM organisation. However, the team was missing a large chunk of GTM activities of SEs, SDRs, CSMs, and Sales, which prevented them from getting a full picture of customer journey. “Before Nektar, we couldn’t track things through the funnel accurately. I’d say we had data challenges” said Nate Bitting, VP GTM Systems & Insights. 

Their existing data automation solutions captured only a portion of sales activities and were siloed and very expensive to scale across the GTM org. The team also encountered frequent tickets around missing activities in Salesforce. This led them to seek a single, reliable solution to consistently capture data across all GTM teams.

“So we wanted to really make sure that we have it all organised and well orchestrated by a single vendor, a single system, so that there was consistency that we could apply it to the entire go to market organisation.” – Andrew Bell, RevOps

The outcome

By partnering with Nektar, Alteryx was able to restore the last 12 months data at the time of go-live. Nektar added over 150,000 new contacts, 130,000+ opportunity contact roles, 500,000+ meetings, and 2 million+ emails into their Salesforce instance.

“We knew that there are more contacts which sales is targeting and marketing and sales are not connected, right. So through Nektar, we were also able to mine thousands of contacts which we had no visibility earlier in our ecosystem.” – Vikram Sharma, VP Enterprise Applications

Nektar’s AI-powered solution provided a unified view of accounts and opportunities by seamlessly integrating with existing systems and automatically capturing stakeholder engagement data. This allowed Alteryx to eliminate redundant tools and gain a comprehensive understanding of their customer and prospect interactions.

We started using Nektar at Alteryx, and their unique solution is helping us replace other tools in order to capture stakeholder engagement with customers and prospects throughout the customer lifecycle. This fills in gaps on communication and quality of interactions with those accounts. I am a fan of what the Nektar team is doing.

Carolyn Mellor
Chief Growth Officer

Reveal what activities impact the business

While the team understood the value of pinpointing activities that lead to successful outcomes, they relied solely on reps to classify this data manually. “We relied solely on the reps to classify activities and contacts. They’re not really good at doing it.” said Nate.

“It has been really difficult because it’s so lumpy and inconsistent from rep to rep on how well they’re entering stuff into salesforce. We can’t actually do any meaningful win loss analysis and see what are the activities that really move the needle” he explained.

This is where Nektar’s data transform capabilities and customer success will help the Alteryx team. “Nektar’s ability to autocode buyer personas, classify activities into groups, and track meeting attendance is a significant advantage for us as it cuts our data engineering time significantly.” said Nate.

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Google Meet Coming soon

  • Fully automated data capture. No bot attendee.
  • Capture uninvited meeting attendees and add them as contacts in your CRM against accounts or opportunities.
  • Capture the invited attendees and add them to the corresponding opportunities.
  • Capture the invitees vs attendees information and add it in relevant opportunities

MS Teams Coming soon

  • Fully automated data capture. No bot attendee.
  • Capture uninvited meeting attendees and add them as contacts in your CRM against accounts or opportunities.
  • Capture the invited attendees and add them to the corresponding opportunities.
  • Capture the invitees vs attendees information and add it in relevant opportunities

Slack Coming soon

  • Push revenue intelligence notifications to specific channels and individuals.
  • Notify non-CRM users as well, for example, your engineering, product, finance, legal teams.
  • Define the date and time for delivering the notifications.

Zoom

  • Fully automated data capture. No bot attendee.
  • Capture uninvited meeting attendees and add them as contacts in your CRM against accounts or opportunities.
  • Capture the invited attendees and add them to the corresponding opportunities.
How to Integrate Nektar and Zoom

Outlook Calendar

  • Fully automated data capture. No browser extension, email sidebar, or email forwards.
  • Sync one-time meetings or recurring meetings seamlessly into your CRM, along with the meeting title and schedule.
  • Capture email addresses and automatically create contacts in the relevant account and opportunity in your CRM.
  • In real-time, capture any updates made to a calendar invite – modifications to the participant list and/or the schedule.

Outlook

  • Fully automated data capture. No browser extension, email sidebar, or email forwards.
  • Automatically create contacts in your CRM by capturing them from the ‘from’, ‘to’, and ‘cc’ in emails.
  • Enrich your contacts automatically by capturing the job title, phone number, and social profiles from email signatures.
  • Sync every inbound and outbound email automatically into your CRM against the right account, opportunity, and leads.

Google Calendar

  • Fully automated data capture. No browser extension, email sidebar, or email forwards.
  • Sync one-time meetings or recurring meetings seamlessly into your CRM, along with the meeting title and schedule.
  • Capture email addresses and automatically create contacts in the relevant account and opportunity in your CRM.
  • Without worry, capture any updates made to a calendar invite – modifications to the participant list and/or the schedule.

Gmail

  • Fully automated data capture. No browser extension, email sidebar, or email forwards.
  • Automatically create contacts in your CRM by capturing them from the ‘from’, ‘to’, and ‘cc’ in emails.
  • Enrich your contacts automatically by capturing the job title, phone number, and social profiles from email signatures.
  • Sync every inbound and outbound email automatically into your CRM against the right account, opportunity, and leads.

Snowflake Coming soon

  • Get all the communications data(Gmail, Zoom, Microsoft, etc) pushed directly into Snowflake
  • The integration eliminates the need for periodic data exports from SFDC to Snowflake.
  • Automatically create historical contacts and sync historical activities that are related to a new, ongoing opportunity. (We call this Time Travel!)
  • Leverage Snowflake’s robust data warehousing capabilities for advanced analytics.

Salesforce

  • Bi-directional integration with Nektar.
  • In real-time, automatically create contacts and sync emails and meetings against corresponding accounts, opportunities, and leads.
  • Automatically create historical contacts and sync historical activities that are related to a new, ongoing opportunity. (We call this Time Travel!)
  • Self-heal any erroneous/outdated contacts, contact roles, and activities.
  • Nektar only creates additional records on Salesforce or augments existing records. It never deletes information or overwrites anything.
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