Alteryx is a global leader in analytics and automation software, publicly traded on the New York Stock Exchange (NYSE: AYX) with annual revenues approaching $1 billion. Serving thousands of customers worldwide — including many Fortune 500 enterprises — Alteryx helps organizations turn data into actionable insights at scale. With operations spanning multiple continents and industries, the company’s revenue orchestration is as complex as the markets it serves, making precision forecasting and execution a business-critical mandate.
With its revenue operations spanning diverse customer segments, industries, and geographies, the company’s traditional CRM-based forecasting methods had trouble managing this complexity at scale.
Inconsistent data hygiene, reactive deal management, and manual territory planning created blind spots and inefficiencies. The stakes were high: without an accurate, scalable, and insight-driven forecasting system, strategic planning and execution were becoming increasingly misaligned with reality.
Steven had seen this play out before. At his previous company, he'd watched Clari transform chaos into clarity. So when Alteryx hit the same wall, he didn't waste time on vendor evaluations or pilot programs. He knew what worked.
Going from gut instinct to AI precision
The Old Way: Flying blind at 30,000 feet
- Forecasts built on hope and spreadsheets: Field reports that were outdated the moment they were submitted.
- Territory planning nightmares: Weeks of manual account scoring and quota allocation guesswork.
- Deals dying in darkness: Critical opportunities slipping away with zero warning until it was too late.
- CRM chaos: Inconsistent data hygiene creating blind spots across the entire revenue engine.
"I love the fact that I have a single platform that I can use, from an AI standpoint, giving me insights into what’s going on."
Steven Birdsall
Alteryx CRO
The new reality: An AI-powered revenue command center
Week One: Steven's team starts getting automated pipeline velocity alerts. Deals that used to disappear without a trace now light up on their radar weeks before they're at risk.
Week Four: The first major test. A complex renewal with a Fortune 500 customer shows early warning signs. Instead of discovering the problem in month three, they intervene immediately.
Month Three: The revelation. Clari's forecasts are consistently outperforming field-submitted reports. The AI isn't just keeping up with human intuition; it's surpassing it.
"Over time, Clari has proven itself again and again—it's more accurate than what I get directly from the field."
Steven Birdsall
Alteryx CRO
The moments that changed everything
The bank deal rescue
When sentiment analysis detected declining engagement from key stakeholders at a major banking client, Clari's early warning system triggered an immediate alert. Steven's team had three weeks to course-correct instead of discovering the problem three days before quarter-end. The result? Deal closed. Revenue secured. Crisis averted.
The territory revolution
AI-powered account scoring eliminated months of manual territory planning. Quota allocations went from political negotiations to data-driven decisions. Performance gaps that used to hide in spreadsheets now surface automatically with precision coaching recommendations.
"I can go look at conversion rates, and I can see who's weak and who's strong and who's in between. And I can identify what's really going on."
Steven Birdsall
Alteryx CRO
Instead of spending hours every week manually piecing together pipeline reports, Steven's team gets instant, intelligence-rich dashboards. This has resulted in 30-40% time savings, that goes on to get reinvested into managing deals instead of hunting for data.
“I don’t have to go search in the pipeline — it just serves up the information to me very readily.”
Steven Birdsall
Alteryx CRO
The numbers that tell the story
Before Clari, Alteryx operated with reactive revenue operations that were drowning in complexity. Deals were discovered at-risk too late to save them, territory planning required weeks of manual effort, forecasts were based on gut feel and outdated field reports, and conversion blind spots hid critical underperformance issues.
After adopting Clari, they transformed into a proactive revenue engine powered by AI. The results include a 30-40% improvement in time management efficiency, superior forecast accuracy compared to traditional field reporting, weeks of advance warning on at-risk deals and renewals, and multi-dimensional win rate analysis across every segment, geography, and product line.
“The AI insights I’m getting allow me to be more effective as a CRO.”
Steven Birdsall
Alteryx CRO
Three pillars that built the revenue revolution
AI-first intelligence
Clari’s machine learning algorithms built forecasts by blending field insights, CRM data, and predictive analytics. The result? Forecasts so accurate they've become the single source of truth for board reporting.
Surgical deal intervention
Real-time opportunity scoring and sentiment analysis identify problems weeks before they become crises. As a result, teams are able to intervene with precision, and turn potential losses into wins.
Performance x-ray vision
Conversion analytics reveal exactly where performance gaps exist—by territory, by manager, by product line. No more guessing. No more one-size-fits-all coaching. Just targeted improvement that drives results.
Transformation in action
Pipeline review: Instead of sifting through static CRM reports, Steven opens Clari each morning and immediately sees which deals moved, which stalled, and which need immediate attention — while also getting AI-powered recommendations for each.
Forecast call: No more debates about pipeline coverage. Clari's multi-dimensional analysis shows exactly where they stand across every segment, with confidence intervals that actually mean something.
Deal review: Early warning alerts flag at-risk opportunities. The team has time to strategize, engage, and save deals that would have otherwise disappeared.
“Clari helps Alteryx create, retain, and close business faster, better, stronger than what I could ever have before.”
Steven Birdsall
Alteryx CRO
The Future: Beyond forecasting to growth orchestration
This isn't just about better predictions, it's about building a revenue process that gets smarter every quarter. With Clari as its foundation, Alteryx continues expanding into:
- Customer health monitoring that prevents churn before it starts
- Cross-sell opportunity identification that maximizes account value
- Performance coaching that turns data into sustainable improvement
"Clari has become an invaluable tool, an invaluable platform that we all use in order to forecast our business with a greater degree of accuracy. But as AI becomes more prevalent in all things, my world is getting a lot easier to forecast."
Steven Birdsall
Alteryx CRO
