How to Sync Your Customer Adoption Score with Lexicon Networks' Integration Services: Snowflake and Salesforce

How to Sync Your Customer Adoption Score with Lexicon Networks' Integration Services: Snowflake and Salesforce

At Lexicon Networks, we help businesses streamline their data workflows, ensuring seamless integration across platforms. By leveraging our integration services, we make it easy to sync valuable customer data between systems like Gainsight, Snowflake, and Salesforce, providing a unified view for your teams. Here’s how our approach simplifies this process for your business:

1. Setting Up the Connection: Gainsight to Snowflake

Start by connecting Gainsight to Snowflake using our pre-configured integration connectors.

• Use our API connectors: We provide a plug-and-play solution that easily connects the two systems. This eliminates the need for complex coding—just input your API details and endpoint information.
• Select key fields: With the connection established, you can choose which data fields, such as customer activity and adoption scores, need to be extracted from Gainsight for business-critical insights.

2. Preview Data from Gainsight

Before syncing your customer adoption data to Snowflake, we recommend previewing it to ensure everything is accurate.

• Preview your data: With our tools, you can preview selected data fields to verify that everything is structured properly. This helps you avoid errors when moving data into your centralized Snowflake environment.

3. Syncing Data to Snowflake: Centralizing Customer Insights

After verifying your data, it’s time to sync it to Snowflake—a robust data warehouse that allows teams to access and share vital information.

• Sync to Snowflake: This step ensures that all relevant customer data flows from Gainsight into Snowflake. Once centralized, this information becomes accessible to customer success teams, account executives, and other key stakeholders across your business.

4. Syncing Data from Snowflake to Salesforce

With data centralized in Snowflake, you can now sync it into Salesforce—the primary platform for your account executives (AEs).

• Export to Salesforce: Our integration solution enables the adoption score and other customer data to flow seamlessly from Snowflake to Salesforce. For example, syncing the Adoption Score V2 from Snowflake ensures your AEs have immediate access to customer engagement metrics in their Salesforce accounts.

5. Customizing the Salesforce Import Process

Now that the customer data is in Snowflake, you can easily set up the import process into Salesforce.

• Customize imports: Use our plug-and-play connector to customize field mappings in Salesforce, either updating existing accounts or performing an upsert to add new information. This ensures your teams always have the latest customer data at their fingertips.
• Data preview: Just like with Gainsight, the Preview tab allows you to confirm field mappings and accuracy before syncing, so there’s no guesswork involved.

Why This Data Flow is Essential

For organizations that use separate systems, this data flow solves a critical problem: unifying data across platforms.

• Customer success teams often use Gainsight to track customer engagement and adoption scores.
• Account executives primarily rely on Salesforce but may lack direct access to customer success data.

By syncing to Snowflake as a central hub, Lexicon Networks enables seamless data sharing between teams, ensuring AEs can access customer engagement scores directly in Salesforce, improving their ability to serve clients effectively.

Adaptable Use Cases

Our integration solution can be tailored to various business needs:

• Sales team insights: Enable AEs to see customer engagement data directly in Salesforce, enriching their understanding of accounts.
• Webinar funnel tracking: Use Snowflake to centralize webinar lead data and sync it with Salesforce for comprehensive funnel tracking.

Ready to streamline your data workflow? Let Lexicon Networks guide you in creating a smarter, more connected business.

Learn More : www.lexiconnetworks.com