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.



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 →

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.