How a Log Management Platform for Telemetry Data consolidated its Martech to provide better customer experiences via EasyInsights Data Activation feature
94%
Match Rate between Salesforce & Stripe Data
60%
Improved CTR on Personalised Messaging
Meet the 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, and 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, and paid customers in one place.
The Challenge
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, and 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 Solution with EasyInsights
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, and 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, and 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.
| With EasyInsights |
|---|
| Data Integration Efficiency: Automated processes saved time and streamlined management |
| Insight Generation Accessibility: Non-technical users empowered to make informed decisions |
| Salesforce Reporting Improvement: Streamlined reporting process identified key customer metrics |
| Customer Management Enhancement:Comprehensive view of customer lifecycle facilitated. A Customer 360 profile was generated that mapped user journey from the brand's entire markeitng tech stack |
| Without EasyInsights |
|---|
| Manual efforts led to discrepancies and missed leads |
| Previous solutions failed to address the problem effectively - data analysts were required at every step, therefore, the priocess wasn't seamless |
| Reporting hindered by the inability to sync Salesforce information with Redshift |
| Lack of integration hindered effective customer management |
