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Match Rate between Salesforce & Stripe Data
Improved CTR on Personalised Messaging
Want the same for your brand?
The brand has developed a data pipeline that ingests telemetry data from diverse sources, cleans it, then transforms and enriches it. then it reroutes it to preferred deastinations. This helps their clients to make decisions faster& it also keeps in check, the additional data-costs incurred
This was the set-up for data consolidation at the brand - the brand's growth team needs to work alongside sales, data analysts and marketing to generate sales insights. Their martech stack includes their stack includes Redshift, MongoDB, Salesforce, Hubspot and Zendesk. The brand had chosen Salesforce to consolidate all their data like trial signups& paid customers in one place.
The issue was that there were discrepancies seen when data from different sources was entered into Salesforce vs, the data they got through billing on Stripe. Two key reasons were identified for this discrepancy -
Inefficient Data Handling: The brand faced difficulties in standardizing information logging into Salesforce, leading to discrepancies between data sources such as HubSpot, Stripe& Salesforce. This lack of synch resulted in missed leads and delayed client processing.
Syncing Redshift with Salesforce: Despite attempts to find suitable tools, the brand was unable to sync information from Redshift into Salesforce. This hindered analysis and resulted in data management issues.
The brand reached out to EasyInsights, a composable CDP to consolidate its data effectively, and to be able to sync Redshift to Salesforce. The solution included -
Automation of Manual Processes: By integrating EasyInsights into their system, the brand eliminated the laborious manual tasks of data export, formatting& reimporting. EasyInsights automated these processes, saving time and streamlining data management efforts.
Enhanced Data Insights: EasyInsights' user-friendly features enabled the team to connect their database tables directly to Salesforce objects. This data enrichment provided valuable insights into customer growth, user behaviour& product performance, empowering non-technical users to make informed decisions.
Salesforce Reporting: With EasyInsights, the brand utilized Salesforce reports to identify key customer metrics and prioritize accounts based on product scoring. This streamlined reporting process facilitated timely marketing actions for trial signups and ensured that no leads were overlooked.
Better Customer Management: EasyInsights facilitated the integration of Salesforce and Redshift tables, providing a comprehensive view of the customer lifecycle. This allowed both sales and marketing teams to tailor their strategies effectively and manage customers more efficiently.
Transformed Work Processes: The integration of EasyInsights revolutionized the brand's approach to data-driven decision-making. The brand noted that the platform exceeded expectations, offering access to previously untapped data resources and driving positive business outcomes. Book a demo
Top brands use EasyInsights to activate First Party data on Meta, Google Ads, GA4.
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