Case Study: CUNA Mutual Group achieves 60% greater efficiency with Alteryx

CUNA MUTUAL Group Revamps Sales Compensation Model with Alteryx

CUNA Mutual Group, now TruStage Insurance Group, needed to replace time-consuming spreadsheet-based sales reporting and improve data freshness for its sales team. The company was also struggling with an outdated point-based compensation model that encouraged the wrong behavior and needed a better way to align incentives with revenue.

Using Alteryx, the team automated manual reporting, shifted from weekly spreadsheets to daily updates, and built a new revenue-based sales compensation and forecasting model. Alteryx helped the small team deliver the system in three months, save thousands of hours, and cut cycle time by a third to a half, while improving efficiency by 60% and helping TruStage achieve its best sales results in 10 years.

CUNA Mutual Group

Steve Konkol

Senior Manager