技术
- 应用基础设施与中间件 - 数据交换与集成
- 平台即服务 (PaaS) - 应用开发平台
适用行业
- 设备与机械
- 医疗保健和医院
适用功能
- 维护
- 采购
用例
- 时间敏感网络
服务
- 系统集成
关于客户
Involve.ai 是一个客户智能平台,利用人工智能为组织提供 360 度的客户健康状况视图。该平台考虑了来自 CRM、SQL 数据库、数据仓库、基于净推荐值的评分系统、任务管理器和支持票软件工具的各种输入,以提醒团队客户群中的流失风险和扩展机会。它还促进团队协作,根据平台提供的见解采取行动。 Involve.ai 的客户需要针对其销售和交付流程量身定制的不同方法和特定应用程序。
挑战
Involve.ai 是一个客户智能平台,由于无法有效地从多个数据源提取数据,因此在为客户提供客户整体视图方面面临着挑战。数据集成的过程非常耗时且耗费资源,而且数据模式不可靠且难以修改。该公司的客户需要针对其销售和交付流程量身定制的不同方法和特定应用程序,而以前的数据集成解决方案无法扩展以满足这些要求。由于无法访问源系统中的数据,Involve.ai 无法产生全面的见解,从而导致数据分析采用更加被动的方法。这些挑战包括无法产生全面而准确的见解、计划数据复制的自动化不灵活、无法在导入 Snowflake 之前执行数据转换以及上市时间较慢,从而限制了公司的增长率。
解决方案
Involve.ai采用了Fivetran解决方案,该解决方案支持其他数据集成工具不支持的数据源。 Fivetran 的新连接器开发路线图与 Involve.ai 希望在其平台中支持的内容保持一致。 Fivetran 连接卡使 Involve.ai 能够轻松连接到客户的数据源并加载他们的数据。这使得 Involve.ai 的客户能够通过自行验证连接,完全自行将数据连接到 Involve.ai 的平台。 Fivetran 还提供了为每个客户设置独特的时间表和同步频率的能力。一旦数据管道被设置和调度,就几乎不需要与 Fivetran 管道进行交互。这导致应用程序维护量减少、客户加入速度加快并且扩展更容易。
运营影响
数量效益
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