Data Services
Blog & News Centre.

For small businesses, automation may have a lot to offer, but it can also appear frustratingly complex and inaccessible. Perhaps there seems to be a lot to learn, and many convoluted systems to put in place or services to purchase before anything can really be achieved.

Salesforce.org’s Unite Partner Summit is now over, and in the settling dust we have the opportunity to reflect on the tremendous wealth of information shared there—and how our new knowledge can be merged into the work we do day-to-day.

Customer profiling, also called consumer profiling (or donor profiling in the non-profit space), is the process of collecting and analysing data to create personas.

A recent news article over at the ABC caught our eye. It details how Volunteering WA employed a marketing agency to “kickstart the sector’s makeover” and successfully attract new blood from a younger generation

We store personal data for diverse purposes: health services store patient information, retailers store past purchases and buyer preferences, charitable organisations store information about past donations. In some cases, organisations are required to hold onto this information for tax or other compliance purposes.

A single customer view (also referred to sometimes as a 360 customer view) is the practice of collecting all requisite information across separate sources and aggregating it into one single, comprehensive record for each customer.