Imagine making business decisions backed by comprehensive data, not guesswork. Today, many leaders are navigating blind due to important data being locked away in disparate systems. This doesn’t have to be your reality. 

To get the holistic view you need to be successful, start by implementing modern data processing and management techniques like adopting a data warehouse and integrating it with your tech stack. By doing so, you can sync insights from your data warehouse back to your operational system of engagement like a customer relationship management (CRM) or enterprise resource planning (ERP) system. This allows you to easily get the accurate, up-to-date data you need to make better business decisions. 

Discover the value of your data with our on-demand webinar, “Enhanced decision-making through reverse-ETL.” Check it out for expert advice and demonstrations. Here’s a look at what you’ll learn.

Understanding Reverse-ETL

Reverse-ETL (extract, transform, load) is the process of syncing insights from your data warehouse back into your operational system of engagement. Holistic data captured in your data warehouse can then be utilized in your other tools and applications–enabling you to transform data and load it into third-party systems. 

The strategic use of reverse-ETL allows you to serve your customers with increased agility, efficiency, and precision. 

Reverse-ETL in action

You can leverage reverse-ETL to not only improve your decision-making but also to boost efficiency and elevate the customer experience. Let’s explore two common examples.

Aggregate transactions

By connecting your enterprise resource planning (ERP) system with your data warehouse, you can aggregate your financial transactions. This integration allows you to sync detailed financial transactions into your data warehouse, aggregate it into a journal entry, and return it to your ERP. By doing so, you can declutter your ERP environment and improve efficiency. 

See how you can create flows between your ERP and your data warehouse. 

However, it’s important that you still have access to a comprehensive view of your transactions to understand your numbers and company performance. You can achieve this by syncing this data from your data warehouse to a business intelligence (BI) tool for reporting and analytics. 

Watch how you can access comprehensive data using Celigo.

Update customer statuses

With data running smoothly between your data warehouse and business applications like Hubspot and Salesforce, you can automatically update customer statuses. By setting rules and criteria to update statuses based on monthly value increases, you can designate customers with high value. For example, if a customer’s value increases by 10%, their status will automatically be changed to “high value customer. This information can be used to provide sales and marketing teams with updated lists of customers who should be targeted in campaigns. 

Once you’ve set up automatic status updates, you can automatically notify your relevant teams. This ensures your teams are aware of customer activities and can act on them. 

With this enhanced customer visibility, you can also improve adoption and retention tracking. By doing so, you can measure the true impact of your teams and make informed decisions about your customer engagement strategies.

Simplifying reverse-ETL with Celigo iPaaS

With an iPaaS (Integration Platform as a Service), you can complete the reverse-ETL process all on a single platform. Plus, with the user-friendly interface and AI capabilities of Celigo’s advanced iPaaS, your business teams are empowered to build, manage, and monitor these integrations themselves.

Dive deeper into the reverse-ETL process and see a live demonstration of Celigo’s platform with our on-demand webinar. And, don’t miss our next webinar, “Fusing AI and SQL based databases: Slack-based, data-driven innovation,” on August 14th. Tune in to learn how to access real-time data from a variety of sources using natural language.