Evaluating a Cloud Analytics Platform?

Businesses are looking to scale beyond descriptive and predictive analytics apps by finding analytics platforms capable of propelling to the upper levels of the Intelligence Maturity Model.

According to SelectHub’s Selecting the Best Cloud Analytics Platform, Majority of companies today are locked in the lower layers of the Intelligent Cloud Maturity Model. Using analytics apps that only deliver descriptive analytics is like trying to drive forward by staring in the rearview mirror.Enterprises need to push analytics platform providers to develop and launch machine learning, advanced prescriptive and cognitive analytics. When this happens, companies will be able to see how the timing of a decision during a given financial period makes a major difference in outcomes.Best of all, there will less guessing and more knowing about why a given strategy or business model is succeeding or not.

Plumb5 Platform allows businesses to implement a solution that can elevate them to a much intelligent environment to manage their customers and bring a substantial difference in their outcomes. Continue reading →

Customer State Machine

With customers using multiple touch-points, it is very important to engage them at every touch-point with relevance and context. In order to do that to every single customer, you have to resort to machine driven intelligent automation, which can learn and compute from past and present behavior in order to create true context and relevance in every customer’s experience.

So a state machine automation that can understand the state of the customer (by computing customer stages, behavior and interactions) can look at a rule book to perform the next action (personalized message) and collect responses to update the behavior. Using the concept of customer strings, this loop automation constantly updates the string in real-time. The string which is consumed by touch-points, have access to real-time insights of every single customer

Using these concepts, Plumb5 Platform allows business to configure engagement automation and create an instant personalized experience for their customers. The below deck features slides with deeper insights about the approach

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Business Operating System

Business Operating System w/ Customer State Machine

Having a strong, integrated Business Organisation System (BOS) can determine the success of a company as it begins to grow. A robust BOS – a standardized set of processes followed across all business functions – helps a company successfully scale its operations. The best example of this is the success of the franchise model that has worked wonders for businesses like McDonalds, KFC, etc. Building a sound BOS into the fabric of the company itself will help build a strong brand and enable it to transcend the capabilities of individual managers.

Business Organisation Systems used to be determined by factors like industry best practices, regulatory requirements, and legislations. Now, with technology radically altering workplaces and the way businesses function, BOS is determined by advancements in technology and communication systems. In today’s technology-driven workplace, software platforms are central to developing a standardized BOS to streamline work processes and build a solid operating workflow.

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In-App Chat for customer engagement in real-time

Chatting with your app users is the most effective way to engage app users. Chatting with your customers help build meaningful relationship and enables deeper engagement and conversions leading to increased sales. It is important to personalize and recommend based on the needs of individual customer

Be it a retail app or a food ordering app or a taxi booking app, there are finer instances of customer experience, where they are either looking for a shirt with a specific collar or food that needs less salt or requesting a custom taxi package. These queries need human interaction and can be best addressed with a real-time chat.

To make app engagement more effective, app developers can enable chat on their mobile applications, without going through a new feature development cycle.

In-App Customer Chat


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Sourec: http://i.huffpost.com/

Customer Engagement on Mobile Apps

Customer engagement has become such a priority that many businesses have agreed that it will be their primary driver of growth and productivity. This means that customer facing teams will be working closer than ever to find new and innovative ways to engage with customers across multiple touch points.

Today, customers demand more efficient and user-friendly experiences throughout the whole customer life cycle. Mobile apps give business many opportunities to improve the customer experience and to engage with customers. At the forefront of improving customer experience is context based user personalization

Plumb5 Platform allows marketers to track and engage customers on mobile apps and integrate interaction data to the unified stack, so that you can get full view of the customer which helps in strategizing the next actions and goals on your mobile app. Using the platform, marketers can engage their customers with personalized messages or through in-app chat Continue reading →

Business Automation

AI driven business automation

Driving Business Automation using artificial intelligence

The Plumb5 V6 Platform will allow businesses to automate customer-centric business processes with its supervised AI enabled decision systems

The Plumb5 V6 Platform will feature intelligent automation in two important areas; (a) Customer Engagement, (b) Digital Assistants

In the area of Customer Engagement, Plumb5 will provide learning and intelligence in the areas of Dynamic UI Personalization, Behavioral Learning based Engagement Automation, Recommendations and Targeting based on emotional behavior for video enabled sessions

The Digital Assistants can be used to answer customer queries on digital touch-points (website/mobile app) or on the phone (call center). Digital Assistants can be used internally by organizations to generate reports on the fly or predict scenarios.

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Customer-brand connection makes good business sense

Engaging customers with brands is an effective way of understanding their purchasing behavior. It also helps delve deep into their nature and get an insight into their idiosyncrasies, when it comes to making a choice about a particular product or service in the market. Incidentally, it is also an exercise that can be as tough a nut to crack as it gets.

Customer engagement

Understanding human mind has never been easy. Often the manner in which a customer engages at a given point of time may not be the true reflection of his or her inner self. It is also not rare that a customer appears to be reluctant to engage but turns out to be a genuine buyer, subsequently.

Marketing ploy

Marketers, therefore, find customers’ brand engagement such an important marketing ploy for analyzing their behavior. This helps them work out a long term outlook for products and services from the perspective of customers’ satisfaction and their purchasing frequency. Continue reading →


Put Your Stationery Ecommerce on the Move

Stationery items once were limited to schools and colleges for the purpose of reading and writing. From pencils, erasers and notebooks, stationery items have moved on to notepads, designer and customized notebook covers and pencil boxes, stick-on notes, staplers, pins, pens, ink-pots, rulers, and the list goes on.

To some, stationery items are foundation of learning, and for others they are source of pouring thoughts out, to jot down ideas or an add-on to their memory power; with time, the functionality of simplest and smallest things have developed dimensions of purpose and popularity.

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Beacon Marketing is good

Beacon Marketing

With the rise of the mobile-empowered consumer, innovative marketers are using beacons to create more compelling, personalized customer experiences at the store and department level. Every in-store mobile experience that is delivered to a shopper must be relevant to the interests and behaviors of that shopper, and must provide clear value to the consumer

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Performance Dashboards

Using Plumb5 data discovery and decision tool, we can build performance metrics by integrating data from external sources. Using the tool, businesses can create custom dashboard to monitor their overall performance based on the needs. To illustrate the utility, we have created a  HTML mock, which gives a quick overview of performance related to Customers, Products, Conversions, Spends and Revenue.

Click here to view the HTML Mock. 

Performance Dashboards


MDMA for Marketers: Understanding the Bots

MDMA stands for Machine-driven-marketing-automation. With MDMA, Marketers can take process optimization to the next level and achieve far greater results by focusing  only on strategies and communication.

Plumb5’s AutomationBots are designed to carry out 70% of the marketing tasks, assisting marketers to lean-back and work on strategies that provide best results

Understanding the Bots

The Automation bots are a set of bot functions where each bot performs a specific function in sync with the other, based on rules or learning,  to pursue a specific goal path. The bots can be customized to work on a specific conversion path

Machine Driven Marketing

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Unified tracking across customer touch-points

To achieve real-time delivery of customer insights, marketers need to adapt tracking touch-point interactions using unified scripts. Unified scripts helps in maintaining single trackers which runs on all possible touch-points so as to keep a single stack of all customer actions irrespective of the touch-point

Why Unified Tracking is important?

To improve efficiency of your campaigns, you have to seriously work on getting real deep insights of the customer. The best way to collect information about your customer, is to listen to your customer at all touch-points. That’s the closest you can get to your customer.

Touch-point data expose us to user’s behavior covering  interactions, responses, sentiment, and transactions

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SMAC Stack vs Unified Stack

Businesses are looking at implementing SMAC solutions in order to transform their digital business. If the objective was to get more insights into the business so that you can optimize customer centric processes and spends, then SMAC solves only a part of it. The Unified stack is much more agile and solves most customer centric problems, as the fundamentals of the unified architecture is to align and store data by individual customers

Unified Stack Architecture will help marketers align with 1:1 communication with every customer, which are the most targeted steps in conversion marketing. The stack also helps marketers understand and measure their marketing  spends accurately and enables real-time tracking of revenue and spends

But in the case of  SMAC Stack,  it picks data from different silos, and attempts to tag it based on available identifiers, and makes room for insight leaks and data redundancy, also due to its unstructured nature. But in the Unified Stack, data is tagged at the touch-points (client application) with necessary parameters.

The most important aspect of Unified Stack is that data tagging starts at the customer touch-point and extends across all other touch-points by maintaining a unified document for every customer, irrespective of the touch-point.

SMAC Stack vs Unified Stack

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Effective targeting can cut down customer acquisition costs

Customer Acquisition can be far more cost effective if marketers employ growth hacking techniques. Most of the growth hack techniques involve identifying and targeting prospective buyers, based on the info available on the free web and getting connected on an  one-to-one basis to share marketing messages.

Reverse combing is a variant of growth-hack technique to acquire customers effectively by way of effective targeting. This technique does not believe in high volume advertising but works on a fixed target, which is proportional to maximum delivery potential of the business.

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Social behavior of your customer segments

It is becoming extremely important to stay connected with the prospects and customers, socially. You can listen, understand, address product queries and advocate customers more effectively. It is extremely important to know the social sites where your customers is active and build pages/apps that help in customer experience or service

Plumb5’s Social Utility(QuanT5) helps marketers to connect their prospect/customer lists and search for social profiles across various social sites. Once identified, the marketer can send invites to connect with them. This not only allows the marketer to engage and address customer queries but also allows the customer or the prospect, to get in touch with the brand in case of product support or complaints

The Social Feature is seamlessly integrated with the customer analytics module on Plumb5 which allows marketers to understand and monitor the social behavior and activity of customer segments, created based on web behavior, purchases, lead nurture stages or by loyalty scores

The below graphic illustrates how customer’s within a segment, is linked to social behavior and activity. This helps in targeting personalized social campaigns.


Social Monitoring: Effectiveness Report

Social Media: Effectiveness Report

Measuring the social effectiveness of the campaigns shared on social sites: The above report shows how Plumb5 fared across social sites and which channel paved the way for requests/lead generation. The report does not include metrics from paid campaigns and this is created to measure the effectiveness between paid and organic campaigns.

Plumb5 integrates with the web-services of the social sites, to aggregate analytics and reports the holistic view of your social effectiveness.

Multichannel Attribution with Probabilistic Model

The purpose of marketing attribution is to quantify the influence each advertising impression has on a consumer’s decision to make a purchase decision, or convert.

 is the process of identifying a set of user actions (“events”) that contribute in some manner to a desired outcome, and then assigning a value to each of these events. Marketing attribution provides a level of understanding of what combination of events influence individuals to engage in a desired behavior, typically referred to as a conversion.[Src: http://en.wikipedia.org/wiki/Attribution_(marketing)]

Attributing value to events such as clicks, allows marketers to optimize media spend for conversions and compare the value of different marketing channels, including paid and organic search, email, affiliate marketing, display ads, social media and more

Current Challenges

1. Since channels include Ad sources, organic search, mail and social sites, data identification is not consistent across all sources.
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Conversion Automation

Integrating Plumb5 to your store enables automation on your store. You can setup workflows to automate lead generation, lead conversion and retention campaigns, by using rules and scores. This enables constant communication with the audience on both web and email touch-points 

Lead Conversion Example

Illustrated above is an example of lead conversion workflow (first purchase), where automation is implied from the first communication using a qualified mailing list, till the stage where the goals are met. The automation can be configured to escalate after a set number of attempts to minimize drifting prospects

Lead Conversion Automation

View larger

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Sync SalesForce contacts with your Plumb5 account

Integrating Salesforce contacts

You can synchronize your SalesForce contacts by just configuring the API access and token. The contacts will be available in Plumb5 Contact base, where you can start engaging them through mail and onsite campaigns. Now, you have access to the contacts behavior and social preferences. You can segment your contacts based on behavior and run personalized campaigns to monitor responses.

Setting it up

Log in to your Plumb5 account and click on the manage account link to get to the configuration tab

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Visualizing Visitor Flows

Plumb5 visitor-flow report helps marketers, to visualize user-paths on their website or on their store,  with source and location filters. These reports provide insights on visitor depth and the contributing source or city. The interaction tabs help in analyzing the deviations at each interaction point.

You can even select a individual profile and check his flow based on historical data.

1. Visitor Flow by Source
Measure visitors flow to your website with source as the primary filter

Visitor Flow by Source

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Zoom into your mail marketing campaigns

Plumb5 Mail could be the most effective tool for a mail marketer as it packs email automation, scoring and insights into a single system. Here is a list of things that Plumb5 can seamlessly and efficiently optimize and add value to your current mail marketing efforts

The first advantage is that the inbuilt contact management system is the single source of all your business contacts. It can be a mailing list,  contacts gathered for lead generation campaigns,  sales prospect base, customers or your social group members. They can all be managed from a single place with access to unified insights

If Plumb5 analytics is enabled, all contacts will be tagged automatically to their sessions so that you can understand the behavior of this contact on your store or your website

Plumb5 integrates with Facebook Insights and Full Contact to populate contact information with social and demographic information, so that the marketer can understand more about the contact and his preferences

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Plumb5 for your Magento Store

Plumb5, now makes it easy for store managers, managing online stores built using Magento Community. Plumb5 seamlessly integrates with Magento to enable the store manager to keep track of unknown visitors, prospects and customer journeys on the store and run insightful conversion campaigns based on rules

1. Understand behavior of unknown shoppers and target lead conversion campaigns
2. Spot prospects and personalize content based on product affinity and behavior and target customer conversion campaigns
3. Identify customer shopping journeys and personalize content based on wish-lists or past drop-outs
4. Automate conversion campaigns by on auto-segmentation by assigning scores to all behavioral parameters
5. Simple script integration for online chat
6. Customer Scorecards integrated with demographic and social profiles
7. Integrate Email module to monitor journeys from campaigns to purchases
8. Integrate transaction data and run attribution reports to derive effectiveness of external campaigns
9. Integrate your POS data to Plumb5 and overlay with Magento transaction data
10. Measure and monitor each product’s performance in terms of purchases, requests, drop-outs and trends in relation to customer, prospect and unknown visitor


Implementation is fairly simple and quick. Find below, steps to integrate Plumb5 features with Magento

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Serving it real-time

Serving it real-time

To create the delight in customer experience, touch-point apps should be able to respond in real-time based on real-time actions of users, which requires references from past actions and current actions to arrive at insights for next action, and be able to deliver the proposed action, in the next customer interaction.

For example, in a re-sell campaign for online banking where, based on customer segmentation, it is necessary to target campaigns. Now if the campaign was to attract customers in a particular segment to top-up their loans, it is necessary that the data is integrated to be able to serve segmentation parameters on to the website, so that a banner or an offer can be targeted based on the customer visit. When the customer views the banner, chooses to avail it offline through an executive, the data recorded should be updated in real-time, so that the banner is not shown to the customer, even if the customer visits the website on his mobile, after a minute.

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Aligning interaction data to monitor customer spends

Customer Transaction Cards is a customer profitability application designed to create statement of transactions of each customer to effectively manage customer spends.

The application is integrated with the CUI string module, to align interaction data of a single customer, in date sequence, so as to understand the staging process of the customer and the relevant costs involved at each touch-point

Each customer’s interaction history is designed like a bank statement with credits and debits added to each interaction, where revenue earned is considered as credits and every spend on invitations or, product discount or periodic interests, is considered as debits

The following statement example shows how customer interaction data is aligned by interactions along with associated credits, debits and balance.
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Customer Data Unification

Customer data can be aggregated and unified, using web services offered by marketing tools housing customer data. But the challenge is to aggregate, unify, derive insights and applying it to actions in real-time. To address this challenge, Plumb5 CI platform, tags and scores data in real-time and extends it to personalization and messaging campaigns.

The graphic illustrates the aggregation approach, comparing traditional solutions with Plumb5

Data aggregation for unified profiling

To know more about our integrated customer tagging, click here to understand the system and method for customer identification using a real time unique string

Hiring a marketing robot

If you are looking for a marketing assistant to monitor and engage your online visitors, this marketing robot can stand by you.

Plumb5’s Marketing Robot is an automation script, which automates online visitor engagement and conversions by combining web analytics, page personalization and email follow-ups

The automation uses a scoring model to segment visitors based on page depth, session count, time spend and page weights. Based on the segment, content is personalized to move visitors to the desired conversion paths.  This continuous automation is propagated till the conversion is achieved.

The Robot’s Appeal

Plumb5 Marketing Robot


RobotKnow more about other automation work-flows on Plumb5

If you interested in testing the robot on your site or would want to understand the scoring pattern, enter your details and we will loop in ASAP

Real Time Analytics and Engagement for Real E-Commerce

In the era of global uncertainty and depressed world economy, one sector has seen some impressive growth trends – that is e-commerce!

Global e-commerce sales reached $1.1 trillion in 2012, up by 21.9% from $893.33 billion in 2011. While North America continued to claim most of those sales. Forecasts indicate that in 2013, total e-commerce sales worldwide will grow by 19.3% year over year to reach $1.3 trillion. China drives most of Asia-Pacific’s e-commerce growth, and is poised to surpass Japan to become the world’s second largest e-commerce market after the United States, this year. India’s e-commerce on the other hand, was worth about $14 billion in 2012, and has close to 10 million online shoppers and this number is growing at an estimated 30%.

This is some good news especially when traditional retailing worldwide is struggling to keep 4% growth rate and many big companies worldwide are pugnacious in defending their market share and profitability.

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Making Sense of Online Marketing

There are about 2.5 bn people online, less than one fifth of them shop online regularly but they account for nearly $1 trillion of sales a year, that’s up by almost 21.9% compared to last year (2011). According to one of the estimates 70% of retail sales is influenced online, and this is also applicable to people who don’t buy online. That’s a phenomenal raise, in spite of the weak economic outlook in many countries. US itself accounted for about $226 bn of online sales followed by countries like China.

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How an insurance company delivers personalized offers based on offline customer segmentation


  • Marketing team of an insurance company wanted to extend their retention campaigns on their websites for their logged in customers
  • Based on the segmentation data available offline, they wanted to personalize offers online to their visiting customers


  • Overlaying offline segmentation data on user behaviour in real time
  • Mapping the segment bucket applicable for the user in real time
  • Enabling offers to users in real time

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Discover how an e-commerce company retained its customers with great customer experience


An e-commerce company, competing in a tough market environment, was struggling for visitor retention. The site had huge number of visits every day but most of the visitors exited after comparing prices.

An offline and online market research & survey indicated that the website was not engaging enough for visitors and the rewards program made a minuscule effect.
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Understanding Logical Data Model in Plumb5

An EDM (Enterprise Data Model) is the starting point for all data system designs. It falls in the realm of information architecture. The model can be compared with an architectural blueprint is to a building; it draws up visualization, as well act as a framework supporting planning, building and implementation of data systems. This helps in planning your data integration and takes away the data silos. With this, the unified data present the “single version of the truth” for the advantage of all. It minimizes data redundancy, disparity, and errors; core to data quality, consistency, and accuracy.

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Plumb5 + Office365

PLumb5 and Office 365


Businesses using Office 365 can now bring in rich insights about their contacts (customers or prospects) by using Plumb5 connectors.

Both small and large businesses utilize Office 365 cloud platform to access applications (Office 2016), email and calendars, online meetings, file sharing, work management and other, to drive productivity through collaboration. Business users who collaborate with peers to manage customers/accounts, work with limited insights about their customers, restricted to explicit data which is manually fed by the users.

Plumb5 connectors allow businesses to synchronize data and avail deep customer insights like behavior, sentiment and engagement responses, allowing users to improve on strategies and communication effectiveness. The two-way synchronization helps in unify data like emails sent through outlook and messages or email campaigns sent through Plumb5.


Users can now track and understand the responses of their contacts in real-time, which can help in strategizing subsequent targeted communication.

Under work management, users can sync calendars on Office365 so that whenever a follow-up meeting is assigned in Plumb5, it automatically shows up in Office Calendar.

Whenever a contact is captured on Plumb5, the sync feature updates the contact list on Office. In the same fashion, contacts captured on Office 365 can be updated in the Plumb5 list to tag behavior and interaction data. The user can also sync tasks to update the task list in Office whenever a new prospect or contact is assigned on Plumb5.

By integrating real-time behavior insights, Office365 users can now increase productivity by implementing data-driven communication strategies and measuring its effectiveness.


Real-time Pattern Detection in Customer Behavior

Delivering personalized messages to users is a daunting task as it involves two intricate processes:

  • Extraction of behavior patterns out of vast amounts of unstructured customer interaction data, across all channels.
  • Generating patterns across multiple events to predict possible next action of your customer.

To complicate matters, delivering personalized messages when the user is active at any of the touch-points requires you to drive these predictions in real-time. Only then can you deliver messages that have relevance and create the right experience.

To achieve this goal, it is important to set up a system that is capable of detecting patterns and predicting options in real-time, in order to implement a highly effective personalization mechanism for your business.

How does it work?

For a machine to personalize and drive the user to the desired goal path, it would need to match and deduce the next best event and target message that will drive him to the goal path. This computation needs to be done in real-time in order to personalize instantly when the user is active.

This real-time computation would require (a) appending current session behavior pattern to past behavioral pattern of the current user and (b) the deviation of the current user path to the most optimal goal paths in relation to a specific product.

With these parameters, the algorithm calculates the differential to arrive at the next closest pattern leading to the goal. As the user interacts, the algorithm appends the new action and re-adjusts to output the closest probable.


In the example diagram above, the pattern of user interactions is mapped from the initial event to the desired goal path. After analyzing user’s interaction flow for a single product, we arrive at the most effective conversion pattern. To fine-tune our chances, we also generate another effective conversion pattern by just using user interaction patterns, belonging to the segment of the browsing user.

The area analyzed shows the effective probable purchase zone for the given product, which is used to map the relation with the current browsing pattern of the user. Now whenever the user’s pattern is constructed in real-time, the algorithm for matching patterns can quickly locate area coordinates and return the nearest event node to deduce possible pattern extensions.

If there are more than one probable, the automation queues up the probable next events for follow-up targeting, based on the results of the targeted message. The marketer can configure multivariate tests to ensure that the right options are learned and exercised in real-time increasing effectiveness of personalization campaigns.

This automation can drive every user to the desired goal path and can be configured to perform across various stages of the customer lifecycle. This will help businesses to bring back drifting prospects or reduce customer churn with negligible attrition.

To enable effective personalization for your business across all customer touch-points, do get in touch with the Plumb5 Analytics Team.



Agile Enterprises Need True Single Customer View

Businesses have implemented many point solutions to run their processes efficiently. However, these point solutions store data in silos, creating an unstructured environment which actually hinders effectiveness due to inaccuracy and speed

Inside this unstructured data environment, you will see point systems to manage their customer data, customer marketing and engagement (Marketing Automation platforms spanning email management, social campaigns, live chat, mobile engagement, loyalty tools and other), Commerce Systems (Point-of-Sale systems, E-commerce platforms), along with Intranet systems (Employee Collaboration, Document Management, Enterprise Content, Process Workflows), Supply Chain Management (For product lifecycle management), Enterprise Resource Planning and Financial Systems (Invoicing, Billing, Accounting)

Today you will see that some of these point systems have been consolidated to become platforms with feature aggregation. This solves data isolation to an extent but still does not draw a holistic view. Marketing Automation, Behavior Analytics and CRM are still offered as three different systems. With this, the challenge of unifying web behavior data with CRM or marketing automation data is not picture perfect. Marketing Automation platform has evolved to bring together Web/Email/Social marketing features but that would not be enough to understand the complete behavior of a single customer.

Without bringing data together, businesses cannot successfully implement effective data analytics, which is an integral part for process optimization to make accurate decisions. Department data stored in silos with no relationship with the other makes it extremely hard to drive business intelligence, and intelligence driven over siloed data can be very inaccurate.



Today, due to inaccurate decision making, the business users get wrong insights.Some of these insights are translated to customer strategies, which puts customer engagement processes to risk. With customers constantly looking out for quick answers to their queries, intelligence cannot be latent and irrelevant. Real-time intelligence which can translate to customer strategies with less human intervention is the need of the hour.

Be it a personalized customer communication; or insights on how much discounts can be offered to a particular customer based on current NPV, accuracy in intelligence is a must to improve effectiveness.

Accuracy problem can be solved using the unified architecture which clearly builds data relationship between every data attribute gathered by all kinds of business applications. Coupling this with a data-aware system can solve the problem of data disorganization, latency, and redundancy. With the unified structure, you can organize your data between customer and non-customer fields and quickly extract customer data from the rest of the business data.dataaw


The deck below illustrates the gaps in the traditional solutions proposed to achieve single customer view and also elaborates on how a unified system can bridge these gaps and solve data problems for good.



AutoSync CRM and Marketing Data

Marketing automation platforms help businesses to automate marketing processes. But businesses which aim at taking marketing automation experience to the next level need to integrate marketing automation with CRM. This integration will enable them to transfer customer information seamlessly between sales, marketing, and support while ensuring that right messages are delivered at the right time.

Plumb5 Platform allows businesses to integrate their CRM data with connectors with two-way synchronization. With this, you can feed your CRM systems with behavior data and manage customer communication or targeted campaigns in real-time.

Enable your CRM systems with seamless marketing automation.

Plumb5 CRM Connectors allows you to plug your CRM Systems with 2-way seamless synchronization, without having to go through time-consuming engineer-dependent processes. Integrating Microsoft Dynamics, SalesForce or SugarCRM to Plumb5 can be done easily in 3 steps using built-in connectors.


CRM Integration in 3 easy steps

Configuring the CRM system would involve configuring the service URL with your CRM account username and password. In the case of configuring SalesForce account, you will need to enter the  security token along with the password. With this, you are ready to fetch records or post records to the CRM system. Your next task would be to map the fields of your CRM system to the fields on Plumb5 and hit the sync button. You are all done.

In case of any errors encountered during synchronization, you can click the error log and troubleshoot it yourself or forward the errors to Plumb5 team for quick resolution.

Creating a unified customer view for all customer facing team members

The CRM Integration to Plumb5 Platform not only ensures better alignment of Sales and Marketing and in-time delivery of contextual messages but also creates a unified view of the customer/prospect with deeper behavioral insights.crmimg

After mapping your CRM fields to the Plumb5 platform, you are good to visualize single view of a customer with a wide range of insights spanning web/mobile interactions, integrated e-store transactions, multichannel behavior covering website, mobile, email, SMS, push, store or other integrated channels, social and demographic data and other spend calculations.

Built-in Connectors
Plumb5 has ready connectors for integrating Microsoft Dynamics, SalesForce or SugarCRM. An easy intuitive 3 step process can get your job done in 30 minutes. For other CRM applications with web services, you can talk to our connector team to get a similar auto sync setup for your CRM system.

CRM Connectors


The Secret Of Plumb5 Pricing.

There’s a common misconception that inexpensive products are a sign of cheap quality, and that expensive is always better. Well, with Plumb5, we’ve found a way to deliver the highest quality product, without the accompanying sticker-shock.

How do we do it? In a word: technology.

Newer research has presented smarter methods to make the same high-quality products at half the cost. Plumb5 pricing optimization comes from the implementation of these smarter methods within the business. This allows us to optimize operational costs which then translate into optimized pricing for our customers.

Factors that make Plumb5 so affordable

User Based Pricing: For us, user-based pricing just did not make sense. We realized that the cost we incur is purely based on data storage and consumption. The cost remains the same no matter how many user permissions gets added to the system. Pricing based on users will create redundant overheads at the customer’s expense and indirectly affects by delaying returns on their investment.

Unified Architecture: A unified data architecture ensures that a single architecture is designed to map every data attribute across the business environment. This means that your data environment, which lies in silos today, is now tagged to the central architecture which takes away data duplicity creating a zero redundant data environment.



In the above scenario, you can see that maintaining customer data in silos leads to the business incurring cost on duplicate data year-on-year. Plumb5’s data organization eliminates these hidden costs and helps businesses maintain a clean data environment with faster returns. This gives us the competitive edge in pricing.

Data-Aware: Plumb5 data architecture is designed for data awareness, unlike unstructured data environments. With increasing data influx, an unstructured environment will give rise to massive growth in data and businesses will need to spend time and money to make sense out of this data by bringing them together.

The advantage of a data-aware design is that it allows the business to tag the incoming data to the unified structure, so data remains clean for computation. From a business perspective, it means that any new data source can simply be plugged into the existing design, without the need to spend huge amounts on data integration and cleansing. Thus, Plumb5 dramatically reduces time and cost when integrating new data, hence bringing down costs per customer support.

Automation: Plumb5 uses its proprietary automation concepts for its business. Processes like data integration, report generation, customer communication and support are 70% automated. This allows us to internally optimize spends, and pass on the benefits to our customers. Consequently, our price cards offer you the most competitive rates around.

Our pricing allows us to demonstrate faster ROI to our customers, where the data structure contributes to immediate bottom line growth and customer engagement automation contributes to effective top line growth.