Are you tired of manually sending data to every department that needs it? Syncing can eliminate this problem altogether.
Read on to discover what you need to know when considering syncing data for your business.
1. Use a Customer Relationship Management Platform
Customer relationship management platforms, or CRMs, are platforms that companies use to interact with their customers, collect data, and make customer-based decisions. These platforms can typically interact with other tools across your company to ultimately create better data-driven decision-making across the board.
Salesforce
If you are considering a CRM for your company, look no further than Salesforce. Salesforce is perhaps one of the best CRM platforms on the market. It is easy to use, full of tools that will help your company and your customers, and can easily be synced to your data warehouse.
2. Store Data in One Data Warehouse
One major problem companies trying to be data-driven run into is a surplus of unwanted data silos. This is what it is called when all your company data ends up in different areas. It causes confusion and clutter and ultimately makes it hard for any department to access critical data.
Before syncing data with a customer relationship platform like Salesforce, it would be best to implement a primary data warehouse for all data storage.
Amazon Redshift
Amazon Redshift is a great cloud-based data warehouse. Specifically built to handle large-scale data storage, Redshift is a trustworthy place to store all of your business’s important information.
3. Ways You Can Sync Data From Redshift to Salesforce
So, now that you have a powerful CRM platform and a sturdy data warehouse to pull data from, how exactly will you get the data from Redshift to Salesforce? That is the question of the hour.
The short answer is that you need to sync the two. But you already knew that. The new question is, how can this be done? There are typically five ways that companies will do this. Here they are.
Manual Upload
The first and most simple way to manually upload the two platforms. Technically this isn’t syncing. But it is simple and can work for smaller operations. All you have to do is download your data as a CSV file from Redshift and upload it to Salesforce. The only pitfall is that you will have to continuously do this as your data changes.
Create a Custom Data Pipeline
One option for getting your data from Redshift to Salesforce is to hire a team of software engineers to create your own custom data pipeline. If you only need data syncing to occur in your CRM, then this is a viable option. However, if you have other platforms you would like to sync with Redshift, this may take more time, effort, and money than it is worth.
Reverse ETL
Reverse ETLs are perhaps the easiest and most efficient way to sync your data across all platforms. It is typically integrable with common platforms and can make data retrieving more efficient than ever before.
Customer Data Platform
Customer Data Platforms (CDPs) are third-party services that move data from your data warehouse into their systems to then be disbursed to any desired workplace platforms that your departments use. This option is functional, but it can take some time to get up-to-date data.
Integration Platform as a Service
4. The Benefits of Syncing Your Data
There are plenty of benefits to syncing your data. And if you are already looking into it, you probably already know most of them. But just in case, here is a list of the benefits you can expect from successfully syncing Redshift to tools like Salesforce.
Data Automation
The first benefit you and your employees will want to take advantage of is data automation. Many departments within a business need up-to-date data to effectively perform their jobs every week. With data syncing, you can now automate certain sets of data to be uploaded to their work platforms every week.
Operational Analytics
Operational analytics is one of the most critical advantages you can have in the modern business world. For your company to make accurate data-driven decisions, it needs operational analytics syncing relevant data to all your workplace tools, including Salesforce.
Improved Cross-Company Efficiency
With all of the benefits that data syncing brings, you will find that your company as a whole is operating at a more efficient rate. Hopefully giving you an edge over your competitors. Efficiency is everything.
5. Outsourcing Your Reverse ETL
The last thing you should consider is outsourcing your reverse ETL. If you are a major company with the time and resources to build and maintain one in-house, then, by all means, do it. If you are not, outsourcing to a third-party company is the cost-effective and efficient way to go.
The Takeaway
Syncing data from your data warehouse to your CRM platform is a great way to improve your customer service. However, it can go much further than that. With the help of a reverse ETL, you can experience instantaneous data syncing among all your platforms, creating room for better efficiency across your entire company.