Transforming Salesforce CRM Data into Actionable Customer 360 Insights

技术

分析与建模 - 实时分析
平台即服务 (PaaS) - 应用开发平台

适用行业

设备与机械
零售

适用功能

销售与市场营销

用例

实时定位系统 (RTLS)
资产跟踪

服务

云规划/设计/实施服务
系统集成

挑战

为了应对 Covid-19 带来的市场混乱，一家中型企业软件供应商需要优化销售和营销上市 (GTM) 运营。该公司对 Salesforce、Marketo 和许多其他供应商的解决方案进行了大量投资，所有这些都是为了获得对客户需求和行为的更深入、可操作的见解，但销售和营销策略师仍然缺乏对客户的 360 度全方位视角他们寻求。

关于客户

该公司是一家总部位于加利福尼亚州的中型企业软件供应商，为各行业的客户提供数据管理和数据分析产品的集成产品组合。他们的客户群遍布全球，每年收入超过 1 亿美元。

解决方案

该公司实施了 Actian 数据平台集成、管理和分析平台，以聚合来自包含关键客户信息的所有系统的数据，包括 Salesforce CRM 和其他营销、销售自动化和交易工具。 Actian 还为非 IT 用户提供客户 360 度分析功能，以实时运行复杂的分析和可视化工具。

运营影响

With Actian, the company saw significant improvements at every stage of the customer journey. Real time aggregation and analysis of data from multiple systems—including Salesforce CRM—led to more effective micro segmentation and persona targeting, lead qualification, faster conversion from MQL to opportunities, and shorter sales cycles. The company was able to identify the operational go-to-market enhancements they needed to make. Actian Data Platform has enabled the company to become much more agile and data-driven by enriching its ability to gain real-time insights from unified but dynamic datasets. Users can run a single report that, because it analyzes data from multiple sources simultaneously, provides a better understanding of an effort’s effectiveness. The insights are more accurate, are delivered in milliseconds, and enable decision-makers at all levels of the company to understand how well the efforts are working.

数量效益

The company recouped the entire cost of its Actian Data Platform deployment in the first week by moving historical data from expensive Salesforce storage to low-cost Actian storage.
By deploying Actian Data Platform in the cloud, the company saved nearly $100K in the first few days—simply by offloading historical data stored in Salesforce to Actian Data Platform.
The company also avoided more than $1 Million in other software app/platform costs and consulting fees, which it had anticipated incurring before it opted to use Actian Data Platform.