Orbit

CRM use cases

By maintaining an up-to-date, 360-degree view of prospect and customer data, you can provide your customer-facing teams with the necessary context they need before engaging with customers. This context includes crucial information such as customer history, preferences, and other relevant data. By having the most current information at their disposal, your team can create personalized experiences for your customers, resulting in increased engagement and a higher likelihood of conversions.

Customer success use cases

Customer retention is a crucial aspect of building a successful business. It involves keeping customers engaged and loyal to your brand over time. One effective method for achieving this is to gain a deep understanding of your customers' product adoption, engagement, and usage, and to ensure that your customer success teams have access to this data. With up-to-date information at their disposal, your team can increase engagement, customer satisfaction, and ultimately foster long-term loyalty.

Analytics use cases

Ideally, your data warehouse should serve as the true source of data that contains all of your customer data. When this is the case, using your warehouse as the source for your analytics platforms enables richer product-usage analysis. You can sync enriched data from your warehouse to create more granular segments as well as bring in data from your engagement tools. Additionally, you can ensure that your product and growth teams work with data that is always up-to-date and in the expected format.