Do you have to wait days, or even weeks, to see product usage data in your CRM? Are you always waiting on your engineering and data teams to surface revenue data before you can execute your GTM plans?
In this edition of Demos That Don’t Suck, we hear from Ghalib Suleiman, the CEO and Co-founder of Polytomic, as he shows us how to quickly connect disparate sources of data all on one platform, without delays or expensive vendor overhead.
Getting your data out of disparate systems, spreadsheets, and warehouses is the bane of existence for RevOps folks. You need one vendor to handle ETL AND send product usage data into a data warehouse. Then you need another vendor for reverse ETL to pull data out of the warehouse and upload it into Salesforce.
“We’ve ended up with a SaaS explosion. Polytomic is a reaction to that explosion.” - Ghalib Suleiman
Ghalib Suleiman, CEO and co-founder of Polytomic, founded his company for Anywhere ETL so RevOps folks can spend more time with their data—without having to rely on their data team for updates. Polytomic customers come in all sizes because, “the lowest common denominator for our product is that everyone wants their user data in their CRM,” says Ghalib.
It’s easy to get started. Start by building a data model using the integrations (called connections in Polytomic) that you’ve already set up:
- Pick a source system, like your product database or spreadsheet, and pull in the user data table.
- Of the surfaced fields, select the ones you want to send into Salesforce.
- Join multiple data models together, like your product database and a spreadsheet. You can map fields where appropriate, like the email field.
- Next, select Salesforce as your destination system. Choose the Salesforce object you want to target, like Contacts.
- Set up rules to avoid syncing junk data, like removing email addresses that end in gmail.com.
- Finally, set your sync schedule to be continuous, hourly, daily, custom, or manual.
Making accurate data easy
Syncing data is never as simple as just pushing it around different systems. That’s why Polytomic has built-in conveniences like:
- Set up rules to override sync mode in Salesforce on a per field basis. For example, you may only want the Name field to sync if the destination field is empty, but not if it’s already filled out.
- Limit your API calls. We’ve all been burned by a surprise Salesforce bill before. Polytomic will not only surface the number of API calls made in the last 24 hours, it will limit your calls automatically to stay below a maximum limit. You can even set your own API call limit.
- Use the query runner tab. This SQL client is embedded into Polytomic and allows you to review any database you’ve connected to the platform, and check out the schema to get a sense of the data, before you set up a sync.
“Normally, the people who understand the data best, RevOps, are gate kept from their data because of technical reasons. Now, you no longer have to rely on your engineers or data team to surface your data.”
How to get started
Pricing is based on your number of integrations, not the amount of data, number of fields, or number of users. The base level price for customers is typically between $7,000 and $14,000 per year, depending on your security requirements. To try out Polytomic, visit the website and click the “see demo” button to activate your free trial.
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