A large US Enterprise struggled with customer profile matching, unification, and segmentation. They partneredwith Exavalu for expert consultation and implementation services.
Challenge
1
Improving customer matching beyond their current MDM capabilities using advanced match logic.
2
Reducing their manual effort in customer unification and correcting over-merge scenarios.
3
Leveraging real-time history to predict and segment likely customers.
4
Generating timely and personalized ‘Asks’ for episodic events.
5
Laying the groundwork for data-driven, repeatable fundraising strategies.
The Difference Exavalu Delivered
- We collaborated with our client to implement a Salesforce Data Cloud solution and address their system limitations. We conducted deep data profiling to tailor unification and predictive models, while standardizing and cleansing data to boost fuzzy match accuracy.
- The next thing we did was generate predictive customer propensity scores to facilitate customer segmentation. We seamlessly integrated Data Cloud with Teradata and Salesforce CRM via MuleSoft and enabled real-time data flow across core fundraising systems.
- We automated Salesforce Ask creation to update customer propensity scores.
Benefits
