There\u2019s so much valuable and actionable data there, but it doesn\u2019t do you much good when it\u2019s all jumbled and disconnected. <\/p>\n\n\n\n
That\u2019s where customer data orchestration comes into play.<\/p>\n\n\n\n
In this post, we\u2019re going to learn how you can use data orchestration to fine-tune the customer data that you have to get up-to-date information at every touchpoint you can actually act on. <\/p>\n\n\n
- What is Data Orchestration? <\/a><\/li>
- How Does Customer Data Orchestration Work? <\/a><\/li>
- What is a Data Orchestration Platform & Why You Need It<\/a>
- What LeadsBridge\u2019s Data Orchestration Platform Can Do<\/a><\/li><\/ul><\/li>
- Final Thoughts <\/a><\/li><\/ul><\/div><\/div><\/div>\n\n\n
What is Data Orchestration? <\/h2>\n\n\n\n
Customer data orchestration is the process of managing data, including syncing it from multiple different sources, to ensure that your information is all up to date.<\/p>\n\n\n\n
This includes consolidating all of your data and removing outdated or duplicate data. It\u2019s a little like a database integration<\/a> cross-platform. <\/p>\n\n\n\n
With data orchestration tools, for example, you can set up automation so that newly completed lead forms send information right to your CRM. And when new users convert to your site, their data is also sent to your CRM. <\/p>\n\n\n\n
You\u2019re getting a central location for all data, which can then be used to send that data outwards to other platforms (like custom audiences on Facebook or segmented audiences in email).\u00a0With data\u00a0orchestration tools<\/a>, you can automate lead form submissions and new user data to be sent directly to your CRM. This centralizes all your data, allowing for easy distribution to other platforms like Facebook or email. Tools like LeadsBridge streamline data management and allow for custom data transfer rules between systems.<\/p>\n\n\n\n
How Does Customer Data Orchestration Work? <\/h2>\n\n\n\n
Customer data orchestration works largely thanks to automation-focused software<\/a>. The last thing you\u2019d want to do, after all, is to try to update that kind of information manually. You can<\/em>, but you don\u2019t want<\/em> to.<\/p>\n\n\n\n
Data orchestration typically utilizes integrations that will move information between platforms. This is often-action based; a trigger occurs (like a lead form being submitted), and a resulting action sends the data to a separate tool of your choice. <\/p>\n\n\n\n
Many data orchestration tools allow you to set up specific rules for how data is transferred or added between systems. <\/p>\n\n\n
\n<\/figure>\n<\/div>\n\n\n
With LeadsBridge, for example, you can soon set up a custom integration that allows you to add customers from your Shopify purchases as a new account on your CRM (our Shopify integration<\/a> is on a waitlist), but only<\/em> when that account doesn\u2019t already exist. If it does, you can simply add the new purchase information to that user\u2019s account without causing duplicates. <\/p>\n\n\n
\n\n\n![](\"https:\/\/staging-leadsbridge.kinsta.cloud\/wp-content\/uploads\/2021\/07\/shopify-icon-150x150.png\")
\n <\/div>\n \n <\/i>\n <\/span>\n <\/div>\n \n Streamline your data management process with the\u00a0Shopify\u00a0+\u00a0Salesforce\u00ae\u00a0integration\n<\/a>\n <\/p>\n <\/div>\n\n\n
<\/p>\n\n\n
\n\n\n![](\"https:\/\/staging-leadsbridge.kinsta.cloud\/wp-content\/uploads\/2021\/08\/salesforce-150x150.png\")
\n <\/div>\n \n <\/i>\n <\/span>\n \n![](\"https:\/\/staging-leadsbridge.kinsta.cloud\/wp-content\/uploads\/2021\/06\/magento-icon-150x150.png\")
\n <\/div>\n <\/div>\n \n Streamline your data management process with the\u00a0Salesforce\u00ae\u00a0+\u00a0Magento\u00a0integration\n<\/a>\n <\/p>\n <\/div>\n\n\n
You can also use rules to customize this process. You can, for example, set up rules to send you new lead information only<\/em> when they meet certain criteria like where you\u2019ll be shipping to. This prevents your sales team, even marketing automation from following up with leads that cannot be customers. For instance, you can receive a notification on Slack every time a customer makes a purchase with a shipping address located in a specific city. You can see an example of this with WooCommerce below. <\/p>\n\n\n
\nWhat is a Data Orchestration Platform & Why You Need It<\/h2>\n\n\n\n
As we briefly discussed above, data orchestration platforms handle the data syncing process to ensure that nothing is missed and that all your business\u2019s vital customer information is in one central location.<\/p>\n\n\n\n
LeadsBridge is an example of data orchestration software. We allow you to set up integrations and actions between multiple different platforms (including social media sites, your CRM, your email software<\/a>, your help desk software<\/a>, and more) so that customer data can be shared and interconnected across each touchpoint. <\/p>\n\n\n
\n<\/figure>\n<\/div>\n\n\n
The reality is that this isn\u2019t really possible to do at scale when you\u2019re going the manual route, even if you have data entry specialists<\/a> on hand. It\u2019s so much data coming in at every single touchpoint that it would be impossible to keep up. There are too many platforms to manage, and once you account for human error and how chaotic it would be, it\u2019s easy to see why data orchestration platforms are the way to go.<\/p>\n\n\n\n
And bonus: Data orchestration as a service<\/a> is significantly cheaper than trying to do this manually, too.<\/p>\n\n\n\n
What LeadsBridge\u2019s Data Orchestration Platform Can Do<\/h3>\n\n\n\n
When you\u2019re looking at data orchestration as a service<\/a>, everything is automated and on your terms. We take that seriously here at LeadsBridge. We offer the following services and more:<\/p>\n\n\n\n
- \n
- Lead syncing<\/strong><\/a>. <\/strong>No matter where your leads are coming in\u2014 social media, your site, or other third-party platforms\u2014 we\u2019ll make sure that new lead information is added to your database right away. They\u2019ll be sent your CRM and your sales team can be notified to start following up ASAP so no one ever slips through the cracks. <\/li>\n\n\n\n
- Custom audience syncing<\/strong><\/a>.<\/strong> Many social media platforms allow you to set up custom audiences<\/a>, which are created by uploading lists of customer data to retarget them.
Have always-up-to-date custom audience syncing with our integration, which pulls current data from your CRM and\/or email software so that you\u2019re always retargeting to users at the right time based on specific niche actions or qualifications. <\/li>\n\n\n\n- Offline conversions syncing<\/strong><\/a>.<\/strong> Customers may make a purchase in store, and without data orchestration, they\u2019ll fail to be added to your online records. Take advantage of our offline conversions tracking integrations so that all of your customer and sales data is always available\u2014 even if it didn\u2019t happen online. <\/li>\n\n\n\n
- Platform to platform data transfers<\/strong><\/a>.<\/strong> Platform-to-platform data syncing allows you to collect all of your data in one place, and send it back out to tools as needed. You can see who is opening your emails in your CRM, and use that to create custom audiences in Facebook while also sending follow up messages.
This keeps all of your records relevant no matter which platform you\u2019re looking at. <\/li>\n\n\n\n- Custom integrations.<\/strong> Need some sort of data orchestration integration that we don\u2019t offer in any of our standard plans? We can custom create one just for you. Learn more about how this works here<\/a>. <\/li>\n<\/ul>\n\n\n\n
Final Thoughts <\/h2>\n\n\n\n
Data orchestration software is a must-have for all businesses so that you can accurately keep up with customer data across every platform where they can interact with you. This isn\u2019t something that you can do manually, even as a small business with just a few platforms.<\/p>\n\n\n\n
There are plenty of use cases for data orchestration, so think about what would benefit your business most, and choose a tool that will work for you.<\/p>\n\n\n\n
- Custom audience syncing<\/strong><\/a>.<\/strong> Many social media platforms allow you to set up custom audiences<\/a>, which are created by uploading lists of customer data to retarget them.
- Final Thoughts <\/a><\/li><\/ul><\/div><\/div><\/div>\n\n\n
- How Does Customer Data Orchestration Work? <\/a><\/li>