Picture this: your company has just launched an exciting new SaaS solution. You’ve nailed the product, the market fit is there, and customers are buying. But soon, cracks start to show. Your onboarding is disjointed, adoption stalls, and customers start slipping away. 

If this sounds familiar, you might be overlooking one crucial element: integration. Without integration, your systems can’t sync data back and forth, causing data silos. These silos prevent you from getting a complete picture of your customer data and limit your ability to deliver the unified experience customers have come to expect. 

To truly differentiate and scale, you need to prioritize integration. Integration unlocks the insights and agility required to consistently exceed customer expectations at every stage. 

Dive in to learn how integration can transform your business.

3 ways disconnected systems hold you back

Disconnected systems can have a major impact across your teams–from sales to customer success–and prevent them from performing at their best. When data is trapped in disparate systems, processes slow down, collaboration is stifled, and critical insights are missed. 

Take a closer look at the common challenges that emerge when systems aren’t integrated:

Trapped product usage data

Many organizations store product usage data in databases like Snowflake, but these databases often remain isolated from other core business applications. This disconnect limits teams from fully utilizing valuable product usage insights, hindering data-driven decision-making.

For example, customer success teams frequently remain unaware of product usage declines until it’s too late. Without real-time visibility, they miss the chance to act proactively, addressing issues only after the account is already at risk.

Missed opportunities

On the other hand, positive developments, such as customers expanding their usage, are also missed. Without timely alerts of these changes, sales teams fail to capitalize on potential upsell or cross-sell opportunities, leaving significant revenue growth untapped. 

This lack of visibility means your teams are always a step behind, unable to seize key moments that could drive long-term business success. 

Misaligned teams

When data isn’t automatically synced between your sales and customer success systems, both teams are left working with incomplete information. This misalignment leads to missed handoffs, inconsistent messaging, and a fragmented customer experience.

In the end, this lack of coordination makes it harder to nurture relationships with your customers.

Essential integrations for success

Integration is the key to overcoming these challenges. When data flows smoothly between your systems, every team gains full visibility into customer and product usage data–enabling better coordination and decision-making. 

To achieve this at your business, start by connecting your data warehouse with your customer relationship management (CRM) system and customer success tools. These integrations will give you the data flow you need across systems. 

However, your team could still miss critical insights even if they have access to your data. That’s why the next step is to set up automated notifications to keep your teams informed. Here’s how:

Step 1: Integrate your messaging tool, such as Slack, with your data warehouse, CRM, and customer success systems.

Step 2: Identify key product usage thresholds that should trigger alerts for your teams.

Step 3: Automatically send the right account owner an alert in their messaging tool when their customers hit the usage thresholds.

This automation ensures that your teams never miss a chance to remediate an adoption issue or up-sell a customer. 

Exceed customer expectations with iPaaS

In the highly competitive SaaS market, exceeding customer expectations is crucial. Equipping your teams with holistic product usage data empowers them to deliver proactive customer service that drives satisfaction and loyalty.

With an iPaaS solution like Celigo, you can streamline the integration process. Celigo’s intuitive platform is designed with business users in mind, empowering them to create, manage, and monitor integrations—eliminating bottlenecks and minimizing backlogs.

Explore how Celigo’s iPaaS can transform your operations end-to-end with our ebook, “Empowering SaaS businesses through integration: A playbook.”