Creating a Customer 360 View for Syneos Health

Discover how Aimpoint Digital's Alteryx and PowerBI integration unlocked new revenue opportunities and enhanced client relationship insights for a $4B clinical research organization.

Key takeaways
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Morrisville, NC
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The Challenge

A $4B clinical research organization struggled to completely understand its client relationships and growth opportunities. Their internal system lacked standardized information on opportunities and was not linked to external sources. This made it difficult to manage accounts and allocate sales teams efficiently.

Our Approach

We designed an Alteryx-based process to link internal and external data sources through fuzzy matching algorithms. We identified inconsistencies, suggested solutions for harmonization, and provided feedback for IT solutions and end-user practice changes. The data was synthesized into a single view in PowerBI, allowing end users to see current engagements and upcoming opportunities for each client account.

Aimpoint Digital has brought highly specialized talent to our projects who dig in deeply to understand what’s required from a business standpoint. Their expertise has allowed us to advance and scale in a faster way than we’d have been able to on our own.

Reed Loughrey
VP, Business Insights Strategy
Syneos Health


Increased Revenue

$20+ million dollars in opportunities were discovered thanks to previously unknown events in each account.

Creating a Customer 360 View for Syneos Health
Better Insights

Sales teams were assigned to accounts more efficiently based on current engagements and future opportunities.

Creating a Customer 360 View for Syneos Health
Improved Forecasting

Thanks to the insights discovered, predictive analytics were enabled to prioritize accounts better.

Creating a Customer 360 View for Syneos Health

Key Takeaways

Data is crucial to fuel meaningful business growth. Without these insights, it’s impossible to understand where you’ve been – and chart a path to the future.

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