Get your product usage data directly in your CRM, emailing or Customer Success tool
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Benefits: less engineering time spent synchronizing data, higher productivity from business teams, who have product usage data in their favorite tool
Typical data engineering setup needed to populate Salesforce CRM with product usage data
Before Lago
- Sales, Growth, and Customer Success teams need to know how the product is used, to adapt their strategy (e.g., Sales approach, customer success answers)
- To do that, the only way was to ask engineers (e.g., data engineers, or salesforces integrators) to extract data from the back-end, transform it so that it fits the 'business tool' (e.g., Salesforce for a CRM, Zendesk for a support tool), and then create a data pipeline to push data to these tools
The typical setup it requires, is the schema at the end of this page.
Results
- Business teams usually don't have product usage data in their favorite tools (e.g., Salesforce, Hubspot, Zendesk), and have to manage an incredible number of spreadsheets
- When engineers built custom data pipelines to synchronize data, business teams have low flexibility: if the Sales team decides to add a 'field' in Salesforce for instance, they need to ask engineers to re-synchronize data to the right field, and wait for weeks, if not months
With Lago
- In a few clicks, extract product usage data from the DB, transform it in our 'spreadsheet-like' interface, and synchronize it to business tools
- If you add a new field in one of your business tools (Salesforce, Hubspot or Zendesk for instance), re-sync the relevant data to this field in a few clicks, by using Lago
Results
- Less/no engineering time spent on data plumbing to get product usage data in business tools
- Higher agility of business teams, to get relevant data into their favorite tools, and perform their work without engineering bottlenecks