“Data are just summaries of thousands of stories – tell a few of those stories to help make the data meaningful.” -Chip & Dan Heath, Authors of Made to Stick
According to Webopedia, “Big data has the potential to help businesses improve operations and make faster, more intelligent decisions.” As MSPs, the success of your clients is dependent on the reliability of your own business data. As you provide services to an array of clients, management and maintenance of all that client data can become a challenge. Keeping records up-to-date, accurate, and reflected across your business is key. That’s why many MSPs are taking interest in a data integration of their cloud softwares to streamline and simplify many of their core functions – and alleviate the need for continuous manual data entry.
A useful data integration will allow you to connect multiple systems, so that you can reliably know that all your data is in one place, without having to switch between programs. Data integrations amongst MSPs can be set up to run automatically and multi-directionally across systems. They also help you to maintain a clean database, as you can de-duplicate data and maintain the most up to date information.
One of the most valuable and common data integrations you can establish is to synchronize your marketing, customer relationship management (CRM), and finance software.
Syncing data between your marketing and CRM software is integral to identifying and targeting your ideal customer base; it also allows you to create personalized email campaigns based on real-time updates found in your CRM. The integration enables you to further interact with leads and clients based on their position in the sales funnel, in addition to strategizing co-marketing opportunities with partners and clients.
From a sales perspective, syncing data between your marketing and CRM allows you to gauge real-time lead and customer interest through analysis of click through rates and other statistics. You can also identify how your leads and current customers have been interacting with your site, which pages they visited, what content they downloaded, and which webinars they attended. This will allow you to determine what a lead or client is interested in, when they become “qualified” in real-time, and when to approach clients about future opportunities.
Syncing data to and from your finance system will help you draw a more complete picture of your customers, as well as lend insight into your business’s financial past, present and future. Through this integration, you can make sure that records are consistent, up-to-date, and accurate, including critical information on your company’s expenditures, your customers’ purchasing trends, and other important financial data.
An effective data integration will provide tangible evidence of success as your business seizes the insights that come from being able to view the complete spectrum of information about your customers, sales and financial records.
To maximize the value of your business data through cloud based data integration, learn more at www.BedrockData.com
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By Gretchen Hoffman