How to Turn Your Data Insights Into Actions

When you sync your data from Snowflake to Hubspot, you can operationalize your data. Discover how to take action with your data.

18:48 02 August 2022

Customer relationship management (CRM) platforms have been one of the top ways to interact with customers and prospective clients for sales and marketing teams. However Hubspot only gives a one dimensional view of your customers. Your business teams such as sales, marketing, finance, product, and support are missing crucial information for better decision making. Unique customer data like product usages, event data, and custom audiences are all stored in places like Snowflake. However, it doesn’t have to stay like that. You can turn your data insights into actions by syncing this data from Snowflake to Hubspot. This way, your teams can leverage the unique data and make better decisions as well as create a better customer experience.

 

What is Snowflake?

Snowflake is a data platform operating in the data cloud where companies can store and utilize data without creating data silos. Data silos are created when a company copies data into their data warehouse, but does not have a good way to release the data into the business tools. These tools are used by the sales, marketing, and other teams within the company. This data essentially has no value if it is just sitting in the data warehouse and not being operationalized. Snowflake allows companies to mobilize the data across public clouds and provide the teams with the necessary data they need. Now data can be easily and securely shared across departments, business units, and subsidiaries for more informed decision making across the board. With Snowflake making data easy to mobilize, syncing data from Snowflake to Hubspot takes it one step further in turning data insights into actions.

 

Upsell To Customers

One of the ways to utilize the data being mobilized from Snowflake to Hubspot is to upsell to customers. You can see insights about the product features customers specifically like and use the most. If your company offers an upgraded version of what that customer uses most, then your team may reach out and offer the product that focuses more on what they use the most. Without this information going from Snowflake to Hubspot, business teams would not know what specific product features one customer is using, and therefore wouldn’t be able to offer a different product to them. The result of being able to upsell is more profit for the company and a better user experience tailored to the customer’s needs.

 

See Invoices in Hubspot

When it comes to customer invoices, you often have to work in other softwares and apps to access that information. With data being moved from Snowflake to Hubspot, all of the data is stored in the main CRM platform instead of having to work in multiple places at one time. This gives quick access to vital information such as invoices and creates more efficient operations within the company.

 

Marketing Emails

When studying a customer’s product usage you can also personalize marketing emails targeting their usage. By knowing what they use the most and what they use the least, you can recommend products that they would like based on the data you have collected via marketing emails. You also have a better idea of ideal consumers for new product releases. This can help create a specific target audience and drive marketing campaigns. 

 

Lifecycle Emails

Snowflake can store data about customers' recent activity on a website or how long they have had a product. When this data is transferred from Snowflake to Hubspot, business teams can send lifecycle emails that are tailored to the customer. For example, if a customer abandons a shopping cart online, the company can send an email reminder that they still have something in their cart. Or if a customer has had a product for five years, they can send an email offering an upgrade or letting them know of a new release coming soon.

 

Tips to Customers

You can turn data insights into action by giving customers tips on how to use the product features they haven’t used yet. If you see a customer not using a valuable part of a product, you can send them emails with tips and recommendations for how to use that product’s feature. Or if you see they use one product feature the most, you can send tips on that product feature to help them make the most of it.

 

Congratulate Customers

When a customer has a product for so long, they like to be noticed for their loyalty. With this data going from Snowflake to Hubspot, business teams can see this data and send email to customers thanking them for their purchase. Or if a product you sell has different milestones within it, your business team can congratulate the customer for reaching goals and expanding their use of new features.

 

Make the Most of Your Data

By mobilizing your data from Snowflake to Hubspot, you can easily turn actions into insights. You can operationalize your data by upselling products, seeing invoices in Hubspot, and sending marketing emails. You can also send lifecycle emails, tips to customers, and congratulate customers for making progress within a product. These are all ways to make the most of your data and streamline operations.