Customer 360 Case Study

Customer 360 Analytics Case Study

Data harmonization enables all your data sources to exchange data for a powerful single point 360 view.

CLIENT CHALLENGE

Customer 360
Analytics

Insights for a $14B Manufacturing Client

The client was facing multiple challenges in creating a 360 Customer View due to multiple issues with multiple data sources, as well as interpreting and increasing business with high-value customers based on headroom.

SOLUTION APPROACH

Data Strategy

  • Access Salesforce Customer Data
  • Access Dunn and Bradstreet Data
  • Access Internal Inventory and Customer Master Data

Data Harmonization

  • Create a perfect master database from parent entities
  • Blend internal data with external data to identify the right headroom of various customers
  • Harmonize the data to understand the new logos that were acquired, versus the older accounts
  • Create a master mapping file and align the same with businesses

VALUE CREATED

Measurable
Results

  • Developed a tool that provided a 360 view of the customer, merging all the duplicate accounts
  • Created a score based on HRFM to understand and target the right set of customers
  • Single Tableau Dashboard as a point of reference for all 65K customers

Get in touch with
NextPhase.ai

Helping you is our business. We make complicated solutions simpler, every day. Ask us anything, we usually respond within 24 hours. Leverage our technical and subject matter business experts to help you scale to new heights – Our passion is to make our customers successful and achieve their business outcomes.

Our Expertise

  • Industry Specific Use Cases
  • Vision Creation & Strategic Roadmaps
  • Data Warehouse Implementations & Migrations
  • Advanced Analytics & AI
  • Data Harmonization and Visualization
  • Modernize data platforms and analytics architecture
  • Accelerate business adoption and benefits realization

Contact

    Get in touch with NextPhase.ai