Disparate Systems

Data about your customer base is typically spread throughout a wide variety of systems. Sales information about the customer is in CRM systems like Highrise and Salesforce. Marketing information about the customer is in email marketing systems like Constant Contact. Accounting data about the customer is off in FreshBooks or other accounting packages. And finally, if you're a web 2.0 company, the actual usage data of the customer is in your application databases.

Questions Across the Systems

In that typical scenario, it's hard to answer questions that span those different systems. If you want to understand the correlation between user logins into your software and email newsletters, you don't have the ability to join that data into a single view. Without that single view, you're unable to maximize the effectiveness of your sales and marketing campaigns and unable to achieve the optimal conversion rates that will help your business grow.

Answering Those Questions

Once you add Easy Insight to your system, you can start answering those questions. Instant connections to other SaaS systems pull in the raw data from your CRM, email marketing, and accounting systems. Our simple database extraction tool gives you the ability to pull data from your application databases to complete that single view of the customer.