Use Case
Unified Customer View
Get a single view of all your customers, understand how and when they engage with you
Create a Complete, Single Source of Information for Your Customer Data
AgileData’s “Unified Customer View” service integrates, cleanses, and unifies customer data from various sources, giving you a single, accurate view of your customers. With automated data integration and validation, you can trust that your customer information is always up-to-date and complete.
Vision
Is it for me?
For the Founder, Chief Revenue Officer, Chief Product Officer or Chief Technology Officer
Who need to create a complete, unified view of their customers across multiple data source
The AgileData “Unified Customer View” is a service
That automatically integrates, cleans, and unifies customer data from various systems to provide a single source of information
Unlike fragmented customer data spread across disconnected systems, or manual processes that are time-consuming and prone to error
AgileData “Unified Customer View” will:
- Integrate and combine customer data from all your systems into one unified platform;
- Cleanse and validate the data to ensure accuracy and eliminate duplicates;
- Provide a single source of information for all customer-related information, enabling better decision-making;
- Automate the process to keep the data continuously updated in near real-time;
- Refresh the data as often as you require from once a day down to every hour ;
- Provide the platform and services for a fixed monthly subscription;
- Provide a full managed service so you don’t have to worry;
Seamless Data Integration
Automatically combine customer data from all your systems, CRM, marketing platforms, support systems, and more, into one unified platform.
Data Cleansing and Validation
No Hidden Costs
Single Source of Information
Provide your organisation with a single, consolidated view of each customer, allowing for better decision-making and more personalised customer interactions.
Complete Customer Understanding
Boost Cross-Sell and Upsell Opportunities
Improve Customer Satisfaction
Improved Decision-Making
Make more informed, data-driven decisions by having a single, up-to-date source of information for all customer-related data.
Personalised Customer Experiences
Eliminate Data Silos
Eliminate data silos by combining information from sales, marketing, customer service, and other key departments to create a comprehensive, unified view of each customer.
Accurate, Clean Data
Continuous Updates
Fully Managed Service
Create a Unified View of Your Customers
AgileData’s “Unified Customer View” service makes it easy to integrate, clean, and unify your customer data, providing you with a single source of information to drive your business forward.
How it works
A simple process to match your customer records and provide a single view
Collect organisational knowledge
You provide us access to the data in each system which holds information about your customers. We have a number of patterns to help make it easy to collect your data in a secure way.
We use AgileData.io to harvest meaning from your data and we have a quick look to gain an understanding of what patterns we can use to match customer records and transactions.
The time it takes to collect this data varies with every customer and source system, as it’s based on the flexibility of your systems and your organisation.
Discover your core business processes and questions
Using our magical “who does what” discovery workshop we gather an understanding of your key business events and concepts, which involve your customers. For example, “Customers Buy Products from an Employee at a Store on any given Weekday”.
In the same workshop we work with you to quickly identify the core business questions you want to be answered. For example “How many customers do we have”, “Where are they located”, “How much revenue did we make for each customer”.
This discovery workshop is undertaken remotely and typically involves a couple of hours of your time.
Define business rules
We define data rules using our natural language approach to transform the data from the raw state you provided, to a format that can be used to easily see all transactions for a single customer. This will include simple rules such as which data identifies a unique customer, or complex rules, for example, deriving a single (golden) customer record from multiple disparate sets of customer data.
We do the majority of the effort defining these, but your time is needed to help us confirm the rules.
Consume your data
Consume your data using your favourite BI or AI tools, without the need to write complex code or join hundreds of tables
You review your 360 customer view. We iterate on the rules until you are happy with the answer that are being provided by your data.
Your data is updated on a regular basis providing an immediate view of your customers and their transactions.
How it works
A simple process to match your customer records and provide a single view
Collect organisational knowledge
You provide us access to the data in each system which holds information about your customers. We have a number of patterns to help make it easy to collect your data in a secure way.
We use AgileData.io to harvest meaning from your data and we have a quick look to gain an understanding of what patterns we can use to match customer records and transactions.
The time it takes to collect this data varies with every customer and source system, as it’s based on the flexibility of your systems and your organisation.
Discover your core business processes and questions
Using our magical “who does what” discovery workshop we gather an understanding of your key business events and concepts, which involve your customers. For example, “Customers Buy Products from an Employee at a Store on any given Weekday”.
In the same workshop we work with you to quickly identify the core business questions you want to be answered. For example “How many customers do we have”, “Where are they located”, “How much revenue did we make for each customer”.
This discovery workshop is undertaken remotely and typically involves a couple of hours of your time.
Define business rules
We define data rules using our natural language approach to transform the data from the raw state you provided, to a format that can be used to easily see all transactions for a single customer. This will include simple rules such as which data identifies a unique customer, or complex rules, for example, deriving a single (golden) customer record from multiple disparate sets of customer data.
We do the majority of the effort defining these, but your time is needed to help us confirm the rules.
Consume your data
Consume your data using your favourite BI or AI tools, without the need to write complex code or join hundreds of tables
You view your 360 customer view. We iterate on the rules until you are happy with the answer that are being provided by your data.
Your data is updated on a regular basis providing an immediate view of your customers and their transactions.