Full transcript
0:00What is going on guys? I wanted to go
0:02over and do a summary video on how I am
0:04leveraging my CRM Atio. Now I wanted to
0:08go over the setup and how I'm plugging
0:10in systems from every single kind of
0:14orifice I guess of triggery into the
0:17Atio and making atio like core to
0:19everything that we're doing. And the
0:21best part yet is my Atio subscription is
0:24completely free. So let's look at this
0:28at a very very high level what I have
0:31going on. So first things first I have
0:34segment. Now segment's a great tool for
0:36connecting any data and creating what we
0:40call like a data pipeline through to
0:42Atio. So in this case I've connected our
0:45Postgress and pushing through any
0:47customer data that we get i.e. someone
0:50signs up for triggery they're
0:52automatically added into our atio. So
0:55that's that section taken care of. Then
0:57what I've done is I've used uh NAT to
1:02connect the following three elements
1:04here. So we have a Slack community. So
1:07if they message us via Slack, I pick
1:10that up via NAT. I find them in Atio and
1:14then I mark that and I upload the
1:16conversation into Atio. And it's the
1:19same for intercom slash kind of bleep.
1:22if they message us, if anything happens,
1:24that is picked up and added via NA10
1:26because there's no direct integration,
1:29which is really cool because then I can
1:30understand if anyone has had any kind of
1:34issues or anything like that when it
1:36comes to doing that. And then I've set
1:38up basically a bunch of agents that I
1:40trigger through a web hook from ATIO
1:43into NA10 and then bring the results
1:45back. So, how does this basically look?
1:47Well, uh, let's start to look at a few
1:50things here. here. So, first of all, I'm
1:52in like my people uh view here. You can
1:56see that I have different bits of
2:00information and these are like features
2:02effectively if they're using the
2:03features. But one of the things that I
2:05have basically built into is uh an agent
2:09and this agent basically will go ahead
2:11and query post hog. So I have this
2:14option here where I can tick run uh user
2:17research essentially. And when I do
2:20this, what it's going to go do is the
2:22agent is now going to go and query post
2:25hog and pull back any data that we've
2:28have on them in terms of how active that
2:30person's been on the platform, how many
2:32times they've used certain things, how
2:34many times they've used certain
2:36features, and so on and so on. So it's a
2:38really really good way of understanding
2:40usage on the platform.
2:42But what it's also doing is I am
2:46starting to understand things such as
2:48like risk status. So here when we look
2:51at like our company overview, I have a
2:55section called uh churn status. If I go
2:58to uh here and you can then start to see
3:04if there are any clients that are either
3:07a medium, low or high risk churn or no
3:10risk uh at all. And that is coming from
3:13usage data. And so what I'm looking at
3:15is like how active they are and if they
3:17are active or not. Then basically uh it
3:20updates this churn status automatic
3:22automatically for me every few days.
3:26Let me just stop that there. So see