CRM Data Connector & Demo Data

The GetOurData CRM Solution makes it point-and-click easy to extract data from ten of the top CRM platform providers, transform it to be analytics-ready and load it securely to your Snowflake data warehouse on your desired schedule so you always have fresh, lowest-level data to drive workforce analytics and reporting.

Most CRM systems are SaaS products which means organizations don't control, or have direct access to, the underlying database of data. This makes it challenging when trying to do sales pipeline and activity analytics. Many analytics teams resort to doing constant exports of CSVs containing accounts, contacts, opportunities and activities data. But when it comes to CRM this data changes constantly. Sales managers need to understand what's happening in the pipeline on a near real-time basis in order to optimize the sales process and conversion. This makes "the CSV shuffle" a highly unproductive or even untenable approach for organizations serious about tightly managing their sales processes.

With GetOurData, after a simple one-time setup, your lowest-level CRM data will be automatically extracted and synced to your Snowflake data warehouse on a schedule. No orchestrating code or learning complex ETL tools, no maintaining custom data pipelines that break when APIs change and not a CSV export-import-mashup in sight! Think of it as the easy-button for getting data from any API. Simply connect your BI tool of choice to your Snowflake database and let analysts focus on what they do best: analyze, visualize and draw insight from your data.

This marketplace dataset is simulated and does not represent real customer, contact or sales opportunities. However, it conforms to the GetOurData "Unified Data Model" for CRM data. This means if you use GetOurData to extract and transform data to be analytics-ready from the API of your CRM provider it too will conform to the same data model structure whichever provider you use. So start building dashboards with this demo data and magically they will all work once you setup the pipeline for your organization's own data. Pipeline setup is super quick and easy and we currently support 10 of the top CRM providers including Hubspot and Salesforce. Learn more at [www.GetOurData.com](http://www.GetOurData.com) or see our product videos at [https://www.youtube.com/@getourdata](https://www.youtube.com/@getourdata)

We abstract away all the complexity and provide a simple authentication wizard to establish secure API connections. We query the underlying API and its endpoints, iterate through thousands of pages of JSON responses extracting all their data. Then convert those complex nested API responses, that no BI or reporting tool understands, into beautiful rows, columns and tables ready for analysis. We create all the unique keys you will need to join the resulting tables together in your BI tool since they do not exist in the raw API responses. We even give you a BI data model template (currently available for Tableau) so the analyst doesn't need to do any data modeling before jumping right into their analysis. Best of all we do all of this in the background completely automatically. Just set it and forget it! We can do this for much more than CRM data too as GetOurData can extract data from almost any of the 50,000+ APIs out there. If you don't see your source listed on our website just log a request and we will set up a new custom connection in a day or two.

What about data security I hear you ask. Well we designed it in. Your organization controls the destination data store and grants us only the minimum privileges needed to write data to it. Once there we cannot see it, or anything else. And once each API endpoint refresh completes we automatically purge all work-in-process data packets from our servers and never store your data. So while GetOurData runs on highly secure AWS infrastructure we also make sure any window of exposure in moving your data is extremely limited, in most cases to just a few minutes.

Let GetOurData handle all the grunt work for you so your analysts can focus on analysis instead of drowning in CSVs and your data engineers can work on high order problems than just extracting data from a few third party APIs.

EXAMPLE CRM USE CASES:

Here are some sample use cases demonstrating the insights and business growth opportunities enabled by our platform:

Customer Behavior Analysis: Analyze customer behavior patterns to understand their preferences and habits. Identify trends in customer engagement to optimize marketing strategies and enhance the overall customer experience.

Sales Performance Monitoring: Track the performance of contracts and funnel conversions. Identify seasonal trends to optimize management, pricing strategies, and product promotions.

Customer Segmentation: Segment customers based on various attributes such as demographics, purchasing behavior, and order history. Tailor marketing campaigns, product recommendations, and personalized offers to specific customer segments to increase customer loyalty and drive repeat purchases.

EXAMPLE TABLES:

Customer Information

Companies’ information

Opportunities and Leads

Website data

Demographic Data

EXAMPLE FIELDS:

Country/Region

Province/State

Date

URL

Pipeline Stage

Customer data

For additional information and help, visit us at [http://www.getourdata.com](http://www.getourdata.com)