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Involve Builds Customer Intelligence Platform Using Powered by Fivetran
Technology Category
- Application Infrastructure & Middleware - Data Exchange & Integration
- Platform as a Service (PaaS) - Application Development Platforms
Applicable Industries
- Equipment & Machinery
- Healthcare & Hospitals
Applicable Functions
- Maintenance
- Procurement
Use Cases
- Time Sensitive Networking
Services
- System Integration
The Challenge
Involve.ai, a customer intelligence platform, was facing challenges in providing its customers with a holistic view of their customers due to the inability to pull data from multiple data sources efficiently. The process of data integration was time-consuming and resource-intensive, with unreliable and difficult-to-modify data schemas. The company's clients required different approaches and specific apps tailored to their sales and delivery processes, which the previous data integration solution could not scale to meet. Without access to data from source systems, Involve.ai was unable to produce comprehensive insights, leading to a more reactive approach to data analysis. The challenges included an inability to produce comprehensive and accurate insights, inflexible automation for scheduled data replications, no way to perform data transformations prior to importing into Snowflake, and slower time to market, which limited the company’s growth rate.
About The Customer
Involve.ai is a customer intelligence platform that leverages AI to provide organizations with a 360° view of their customer health. The platform considers a wide variety of inputs from CRM, SQL databases, data warehouses, net promoter-based scoring systems, task managers, and support ticket software tools to alert teams of churn risks and expansion opportunities within their customer base. It also facilitates team collaboration to take action on the insights that the platform surfaces. Involve.ai's clients require different approaches and specific apps tailored to their sales and delivery processes.
The Solution
Involve.ai adopted the Fivetran solution, which supported data sources that other data integration tools did not. Fivetran's roadmap for new connector development aligned with what Involve.ai wanted to support in its platform. Fivetran Connect Cards allowed Involve.ai to easily connect to its customers’ data sources and onboard their data. This enabled Involve.ai’s customers to connect their data to Involve.ai’s platform entirely on their own, by authenticating the connection themselves. Fivetran also provided the ability to set unique schedules and sync frequency for each of its customers. Once the data pipelines were set up and scheduled, there was little interaction required with Fivetran pipelines. This resulted in lower app maintenance, quicker customer onboarding, and easier scaling.
Operational Impact
Quantitative Benefit
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