Our team partnered with Daily AI (now known as Aidium) to optimize CRM processes by transforming raw customer data into actionable insights and automated communication workflows. The goal was to improve data accuracy, enhance customer engagement, and streamline operations for CRM users.
HOW WE SOLVED THE CHALLENGE
- Data Cleaning & Normalization: Standardized raw data to ensure accuracy and consistency before uploading it into the CRM system.
- Custom Data Mapping: Carefully mapped the cleaned data to relevant customer accounts, ensuring seamless integration and easy access.
- Automated Communication Pipelines: Built and scheduled automated pipelines for weekly and monthly customer outreach through personalized emails and SMS campaigns.
- Scalable Workflow Design: Designed workflows capable of adapting to different client requirements and scaling as the business grew.
FEATURE HIGHLIGHTS
Error-Free Data Integration:
Implemented robust data validation processes to eliminate inconsistencies during data uploads.
Personalized Communication Pipelines:
Automated messaging workflows to deliver timely and targeted messages to customers.
Performance Monitoring & Reporting:
Provided real-time performance metrics and engagement reports for tracking pipeline success.
Scalable Solutions:
Developed a flexible backend that could easily accommodate a growing customer base and evolving requirements.
IMPACT
Our data integration and automation solution significantly improved the efficiency of Daily AI’s CRM operations. It minimized manual effort, enhanced communication accuracy, and enabled the company to offer a more personalized experience to its users. This project showcases our expertise in data analytics and automation, driving measurable results for our client’s business.
