Alteryx CMO Keith Pearce on Stability Automation and CX [Video]

Automation is right here to remain, and it’s important to use it correctly. 

Synthetic intelligence (AI) isn’t new to the world of gross sales and advertising and marketing, however its purposes are increasing additional than we might’ve imagined. Firms are exploring the probabilities that automation has to supply and questioning the place it would match to enhance buyer experiences and unlock time and value financial savings. 

Let’s discover why establishing that stability is now extra necessary than ever. 

Keith Pearce is the Chief Advertising Officer at Alteryx and prides himself on being not solely a marketer however a technologist at coronary heart. Following a quick stint within the political house, Keith started his journey in tech, working for startups. After over 20 years, he migrated to gross sales, advertising and marketing, and buyer expertise, which landed him at Alteryx. 

As the newest in our Trade Insights sequence, I chatted with Keith to debate every thing automation, AI, knowledge, and the shopper expertise. 

What you’ll study on this article:

  • How does automation have an effect on the shopper expertise?
  • How can AI assist firms save money and time?
  • When does know-how change into an excessive amount of?
  • How can firms stability all of it? 

Try the complete dialog under:

How automation influences the shopper expertise

It’s arduous to pinpoint one space within the interaction between automation in gross sales and advertising and marketing, and buyer expertise. In truth, Keith sees it on a few totally different ranges – the way it impacts prices, the general customized expertise for the shopper, and balancing human elements.

Value financial savings

On this macroeconomic setting, any cash saved through the use of a robotic is fairly favorable. Firms are excited by turning cumbersome guide processes into automated duties. Automation may establish the place customers are spending most of their time so firms can make the most of advertising and marketing budgets accordingly. 

Personalised experiences

A singular buyer expertise won’t solely impress customers but in addition entice them to change into repeat prospects. Gross sales and advertising and marketing automation assist convey larger personalization to those experiences. These instruments empower firms to create advertising and marketing efforts that instantly goal their viewers’s pursuits and preferences. 


of shoppers count on firms to ship customized interactions. 

Supply: McKinsey & Firm

The human contact

There’s a large debate within the automation house – will it negatively have an effect on the human expertise of gross sales and advertising and marketing, or not? Individuals know individuals, so is it in our greatest curiosity to belief a robotic to know what individuals need? 

In relation to this facet, stability is vital. Firms need to know the place to begin and finish automation implementation and prioritize “not rotating too far to 1 facet or the opposite.”

When “an excessive amount of know-how” impacts the underside line

There’ll at all times be one thing AI can’t do. Whether or not it’s evoking empathy or referring to the human expertise, there are merely traits that these instruments are usually not prepared for (but, not less than). 

So, how does one outline “an excessive amount of know-how”? Keith believes it’s when it negatively impacts the shopper expertise. 

“You see the backlash when automation will get a bit too creepy. There’s a high-quality line that firms need to stroll.”

Keith Pearce
CMO of

Keith additionally offers credit score to the patron in saying that they’re savvy sufficient to know when know-how is getting used only for the sake of price financial savings. They know when they’re being focused. 

Even when firms are clear with their automation use, the dearth of human help may cause disappointment in individuals who simply wish to communicate to different individuals. This frustration alone can do the other of why firms invested within the instruments within the first place, and that’s dropping income. 

“Firms are going to see extra churn in the event that they overdo it,” mentioned Keith. If retaining the shopper on the heart is a part of your organization values, that is the time to stroll the discuss. 

The way forward for automation know-how and the shopper expertise

It’s the query we’ve all requested: simply how far is that this all going to go?

Nicely, Keith thinks it’s going to get “scary good.” You merely can’t ignore how highly effective AI is turning into on the earth of gross sales and advertising and marketing. It’s continuously studying and responding to our habits in actual time. There was a time when AI in enterprise was a cool new factor. In the present day, it’s an anticipated service. 

Sample matching and machine studying are getting used to trace shopper habits and predict the form of items and companies they’re on the lookout for. Keith cites three examples of sample matching and automation being utilized in methods he welcomes. 

He discusses how streaming companies use AI to counsel tv exhibits that he could get pleasure from primarily based on his watch historical past. He additionally values it when airways ship him automated messages to replace him on modifications to his journey itinerary as he’s touring in actual time. Even a digital thermostat studying what temperature to alter to if you’re dwelling or when the season modifications is sample matching at work. 

In keeping with Keith, the way forward for gross sales and advertising and marketing automation is the orchestrated expertise. Clients admire an expertise the place they will choose up the place they left off. There’s nothing extra irritating than going by way of a complete engagement after which having to begin over. The comfort of the re-engagement, it doesn’t matter what channel these experiences began on, goes to alter the sport. 

Balancing analytics, automation, and the shopper expertise

So, the place will we go from right here? 

With all issues thought-about, automation could be each an thrilling alternative and a frightening job for firms trying to get began. Attaining that stability is all about transparency and safety of the shopper expertise. 

“Keep true to your values and what your values are. You would possibly want to offer them a rewrite in case you actually do not suppose you may reside as much as the promise of a number of the declarations round your love of buyer.” 

Keith Pearce
CMO of

Loads of firms speak about how their mission is to at all times put the shopper first. However, let’s be trustworthy, that’s not at all times attainable in relation to enterprise. Not all is misplaced in case you can’t keep devoted to your authentic mission. That’s the place transparency is available in. Lately, prospects are rewarding transparency. 


of shoppers say firm transparency influences their buy choices. 

Supply: Forbes

This transparency bleeds proper into the usage of automation in buyer expertise and how you can stability it efficiently. 

Honesty is one of the best coverage

Clients need firms to be open about what they’re paying for and why in relation to knowledge. Giving the patron that honesty upfront additionally offers them the facility to determine what their consolation stage seems like with AI.

One of the best ways to stability automation and the shopper expertise is to permit the shopper to expertise it. Being open to suggestions opens up the chance to regulate as you go. 

Watch the complete chat on YouTube and subscribe to G2 Tea, our SaaS-y publication with tech insights and tidbits from trade professionals like Keith!

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