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Operational data is just as important as customer data

December 16, 2022



Data drives almost all the ways a company interacts with its customers. Marketing uses data to attract them, product uses it to develop roadmaps, and customer success teams use it to ensure retention. While most organizations believe that data drives better customer engagements, it's the successful few that use data to help improve internal operations as well.

Just as understanding your customers better improves business outcomes, understanding the details of your workflows and processes improves your efficiency. Here are the top three ways workflow data can help increase your profitability, even during times of economic uncertainty:

1. Workflow intelligence identifies unused technology

A major obstacle for productivity in almost every organization is making sure everyone has the right resources to do their best work. Whether a team thinks they have too many tools that complicate their workflow, or they don’t have enough tools to do what’s required of them, executives are always part of some conversation about resources.

Workflow intelligence data can immediately solve for this., for example, pulls data from a variety of sources, including emails, sales and marketing tools, and over 500 other applications to show you the tools your team uses daily and those that aren't used much at all.

The return for your organization is two-fold. First, you can start to simplify your tech stack by eliminating those products that don’t serve your teams, saving on cost and productivity. Second, you can work to train more of your team members on the programs that make the biggest impact on your workflows, ensuring you’re getting the most value for your money. 

2. Workflow intelligence helps teams focus on best practices 

Beyond reducing the number of tools your team needs, workflow intelligence also simplifies your processes and procedures to help teams work as efficiently as possible. Often, the best practices for all of your most important strategies already exist on your team. The expertise and creativity of your team members can drive the results you need to accomplish your goals. But companies struggle to identify those best practices, share them across organizations, and operationalize them for all customer segments. 

With workflow intelligence data, your teams can see what steps lead to the outcomes you need to be profitable as an enterprise. For example, you can see how much time is required to build the best QBR deck, which engagements add value for customers and which have a negative impact. What’s more, as you collect data over time across your customer segments, workflow intelligence will improve to provide you with insights to help evolve your business. In terms of ROI, you can’t get much better than a platform that works better for you over time!

3. Teams can automate work with the right operations data

Finally, when you prioritize operations data, you start to see which parts of your operations can be automated. Right now, as teams are being asked to meet revenue goals despite slower customer spending, individuals can start to feel burnout. Rather than overloading your team with more tasks, use workflow intelligence to identify tasks you can take off their plate. 

With more time to focus on the behaviors that matter, your teams can be more efficient, productive, and make a bigger impact on your top priorities. Not to mention, the added benefits to your company culture. Successful leaders from all industries can confirm that anyone who feels supported and that their work matters is a much more motivated and impactful person. 

Start using workflow intelligence with

To see the specific benefits that workflow intelligence can have on your enterprise, schedule a demo with our team. We’ll show you what’s possible with a powerful workflow intelligence tool in just a few weeks.