健康保险公司利用 Alteryx 增加活动并节省成本
技术
- 应用基础设施与中间件 - 数据库管理和存储
- 基础设施即服务 (IaaS) - 云数据库
适用行业
- 设备与机械
- 电信
适用功能
- 销售与市场营销
- 仓库和库存管理
用例
- 拣选/分拣/定位
- 基于使用的保险
关于客户
该客户是一家美国健康保险公司的医疗保险营销部门。他们专注于收购工作，缺乏用于会员沟通和保留工作的 CRM 数据库。其目标是促进电子通信作为一种节省成本的举措，并收集会员电子邮件地址和未来通信的选择偏好。
挑战
一家美国健康保险公司的医疗保险营销部门没有适当的数据解决方案来提取和输出非授权的营销活动数据。他们缺乏 CRM 工具和 CRM 数据库，并且多个数据源系统各自为政。
解决方案
作者建议使用 Alteryx Designer 作为处理数据提升的临时解决方案，直到公司采用 Adobe Campaign Engine。 Alteryx Designer 用于拉入三个管道分隔文件，清理并将它们输出为三个 Alteryx 文件。它还用于营销活动处理、报告以及创建用于细分和定位的查找表。数据库内工具用于连接到 Teradata 中的企业数据仓库，以开展有针对性的活动。创建日常操作文件检查是为了监视和审核输出到 Tableau 仪表板的数据。
运营影响
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