Introduction to this integration
Adding Redshift to Forwrd makes it easy to analyze and score your leads and customers by matching historical data (i.e., engagement, firmographics, demographics) against a business objective, to ultimately predict who will convert and why.
Here are some examples of use cases:
Predict which leads will become MQLs
Predict which MQLs will become Opportunities
Predict which Opportunities will become Paying customer
Predict which Customers will Expand
Predict which Customers will Churn
In addition to Redshift, you are encouraged to add more data source, in order to develop a holistic, unbiased scoring model that takes into account ALL relevant user touch points.
What you need to get started:
A Forwrd.ai account
A Redshift account
Setting up the integration
Click the 'Sources' icon on the Forwrd back office.
Click the '+NEW' button to create a new source and choose Redshift.
A 'Redshift connect' will pop open, click NEXT.
Add your connection parameters: your Redshift user details, Redshift cluster address, port number and the name of the database you want to work with.
Once the connection is completed, you will see the Integration source added:
You can click the 'three dots' icon to see more functions you can perform with this source. For example, you can share this source with another team member who uses Forwrd, and you can also test the connection to this source.
Thanks for taking time to review these instructions.
If you need further help setting things up, or if you’d like to see a personalized, in-depth demo of Forwrd –book a demo with us, we'd love to help!