Introduction
Accurate and up-to-date customer data is the backbone of efficient operations. Manually maintaining data can lead to inconsistencies, inaccuracies, and wasted time. By automating data updates in Gainsight, your team can ensure that customer information remains accurate and actionable in real-time, eliminating the need for manual intervention. This article will guide you through configuring automation to maintain data quality and consistency.
Step 1: Configure Rules for Data Updates
Automation begins with setting up rules to streamline data updates across systems.
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Identify Key Data Fields for Updates: Determine which fields—such as health scores, product usage, and ARR—require regular updates. Use Scorecards to monitor these fields and ensure they reflect real-time data.
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Create Data Quality Rules: Use the Rules Engine to automatically identify and resolve incomplete or duplicate records, ensuring clean and reliable data.
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Schedule Automated Rule Execution: Configure rules to run at regular intervals, such as daily or weekly, to ensure data remains fresh and up-to-date without manual oversight.
Step 2: Set Up Data Sync Across Systems
Data synchronization ensures seamless updates between Gainsight and external tools like CRM and support platforms.
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Integrate Data Sources: Use Gainsight Connectors to sync data from Salesforce, Zendesk, and other systems, creating a unified view of customer information.
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Enable Real-Time Data Syncing: Configure Gainsight Connectors for real-time data exchange to ensure immediate updates whenever changes occur in external systems.
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Validate Data Accuracy Post-Sync: Use Dashboards to monitor sync success rates and identify any data discrepancies for resolution.
Step 3: Monitor and Optimize Data Quality
Continuous monitoring helps ensure the effectiveness of your automated updates.
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Track Data Health Metrics: Use dashboards to visualize metrics such as error rates, sync failures, and data completeness, enabling proactive issue resolution.
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Refine Automation Rules Based on Insights: Regularly review the performance of automation rules using insights from the Rules Engine Analytics. Refine thresholds or add new rules as needed to address recurring issues.
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Gather Team Feedback: Collect input from CSMs and admins on how data automation impacts their workflows. Use Surveys to identify opportunities for further optimization.
Next Steps for Success
With automation rules configured, focus on ensuring that your updated data drives actionable outcomes. Refer to the article Visualize Customer Insights with Dashboards and Reports for strategies to create impactful dashboards based on automated data updates.
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