Beyond Data Integration: How the Xplenty Platform Can Help Your Business Operations

Many customers use Xplenty to organize their information, streamline their sources and prepare their data for analytics - and, of course, this is one of the primary purposes of the platform. That said, once your data is ready, Xplenty can also be very helpful with running your business operations.

Here are some examples of things you can do with your data once it is ready to go.

SEE ALSO: The Power of Data Integration and Why You Need It Today

How to Make the Most Out of the Xplenty Platform

Automate Your Billing Process

Tracking the billing process and ensuring that each one of your customers has been charged correctly is no easy task. Especially as your company grows, manually creating and maintaining your invoices can become risky, time-consuming and ineffective. At that point, one of the best ways for you to efficiently deal with billing is by automating the process.

No matter what billing system you use, you can do exactly that on the Xplenty platform. Specifically, you can gather all of your relevant billing information from multiple data sources - including your billing system, CRM and in-app data - and use Xplenty’s powerful functions to create new customers or generate invoices that you can send to your customers on an hourly, daily, or monthly basis. Then, you can use Xplenty to store this information in your data warehouse for future use. There’s no coding involved and the process is auditable and easy to track.

Convert Your Trial Users Into Paying Customers

An effective way to convert your users is by collecting their details, tracking their activities and using this information to send them more targeted, effective communication. Think about it; if you already know the actions that your customers have taken - and thereby what they are interested in, what they are looking into, etc., - you can develop a firm understanding of where they are in the buyer’s journey and what you want them to do next.
Then, you can use this insight to create and send personalized, targeted emails that will get them converting and interacting with your business. Use the Xplenty platform to help with this process, connecting your sources and making sure that your customer information is complete, up-to-date and error free.

Understand Your Customers With Support Alerts

If you know exactly what your customers are doing and you can proactively identify their most pressing pain points, you can provide them with more accurate, useful customer service. Use the Xplenty platform to do exactly that. By tracking your customers’ data on Xplenty, you can see if they’re going to run into a problem - i.e. if they’re going to exceed their subscription plan or if their job is going to fail - and send them an alert that will help them avoid the issue. This kind of proactive customer service can help you maintain your current customer base and convert trial users into paying customers. It’s a win for both you and your users.

Enrich the User Data in Your CRM

Data enrichment, or gathering relevant data about visitors that have entered your site without having captured information about them, can be extremely useful to any business. It allows you to strengthen your database and gain a firmer understanding of your site visitors without forms, contact sheets or any extra footwork.

You can use the Xplenty tool to connect to almost any analytical and enrichment service. Then, when you have all of the information that you need, Xplenty can help you store it in a CRM - such as Salesforce - or in any other data repository for future use. This will allow you to send targeted, effectively segmented communication in the future without spending any extra time or resources - and this can make a huge impact in the long-term.

Target Customers With User Segmentation

User segmentation is essentially splitting up your users into lists so that you can both gather and send more relevant, accurate information. A first time visitor to your site, for example, may just want general information about your product or service, while a repeat customer may want specials, discounts or reordering. You can segment your users based on any variable, including things like role, company size and skill set. This allows you to ensure that you’re sending each customer exactly what they’re looking for.

In the big picture, this can help your marketing, sales and product teams better understand your current and future customers, which can increase your profitability. Xplenty facilitates this process, allowing you to clean and organize your data in a way that will help you better segment your users and focus on the most relevant, productive information available.

Prepare Your Data For Analytics

Data is most effective when all of your sources are connected and your information is centralized and fully up-to-date. The Xplenty platform can help you organize and store your data in a way that allows you to effectively analyze and visualize it later on. This allows you to have your data where you want it, when you want it and how you want it. That way, you can use it to gain key insights and make business decisions whenever you need to.

While these are some of the most popular examples of things that you can do on the Xplenty platform, there is much more. If you want to learn more, contact us to find out how you can make the most out of the Xplenty platform today.