How Pleo achieved Customer 360 utopia

Pleo, a financial institution, faced challenges in managing marketing campaigns and data security, particularly in distinguishing between product users and potential leads. By utilizing HubSpot Association Labels alongside Fivetran Activations, Pleo successfully operationalized data management to enhance marketing efficiency and ensure data compliance. HubSpot Association Labels facilitate the understanding of complex customer relationships by mapping connections between contacts and company roles, allowing for personalized communication and targeted marketing. For instance, Sienna Collins, who holds different roles within the Byte Group and ByteOperations UK, illustrates the need for accurate data associations to tailor marketing efforts and exclude irrelevant workflows. Fivetran Activations streamlines the setup of these associations by leveraging data warehouses, automating the process to reduce errors and save time. This integration enables Pleo to achieve a comprehensive Customer 360 perspective, unlocking opportunities for personalized marketing, precise segmentation, automated workflows, and informed revenue forecasting, thereby driving revenue growth and operational efficiency.