Zapier > Case Studies > Ruler Analytics: Democratizing Data through Automation

Ruler Analytics: Democratizing Data through Automation

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Applicable Industries
  • Equipment & Machinery
  • Finance & Insurance
Applicable Functions
  • Sales & Marketing
Use Cases
  • Leasing Finance Automation
  • Material Handling Automation
Services
  • System Integration
About The Customer

Ruler Analytics is a tool for marketers to track ROI across campaigns. Founded in 2015, the company aims to close the loop between marketing and sales by matching customer contact to specific marketing campaigns and keywords. This allows businesses to know which marketing campaigns are most effective. The company believes in the importance of data and strives to provide their clients with data around campaign ROI. They also support and encourage their clients to use Zapier to send data from Ruler Analytics to their CRMs of choice.

The Challenge

Ruler Analytics, a marketing tool that tracks ROI across campaigns, was facing challenges in managing and sharing data across different systems. The company's founder, Ian Leadbetter, had tried to directly connect his tools to each other, but found these integrations lacking. Some needed fields weren't present, certain information wasn't exposed to the API, and the problems kept piling up. Importing and exporting information from system to system was time-consuming and prone to errors. The data lived in one system, secluded from the other tools in the stack, which made it difficult to fully utilize the data for marketing campaigns.

The Solution

Ruler Analytics adopted Zapier, an app automation tool, to manage their information. Zapier provided flexibility and nearly limitless options for how Ruler Analytics could manage their data. The company used Zapier to automatically send data from Ruler Analytics to their customers' CRMs of choice. This allowed their customers to have control over their data and integrate it into their processes. Internally, Ruler Analytics used Zapier's automated workflows, called Zaps, to cut out hours of copying leads into mailing lists and marketing automation. They also recommended their clients to build out a simple Zap to automatically create leads in apps like Salesforce, Pipedrive, and Zoho CRM.

Operational Impact
  • The adoption of Zapier has enabled Ruler Analytics to connect their customers with all the tools and data they need to make informed decisions around marketing campaigns. It has also made data sharing between apps smoother and more efficient. The automation has not only saved time but also reduced the risk of errors associated with manual data transfer. Moreover, it has allowed Ruler Analytics to democratize the data their app provides, making it accessible and useful for their clients. The company has been able to improve their services and increase customer satisfaction by providing their clients with control over their data and integrating it into their processes.

Quantitative Benefit
  • Ruler Analytics was able to cut out hours of copying leads into mailing lists and marketing automation.

  • The company was able to automate most of their lead generation process.

  • Ruler Analytics was able to improve their retention rate by integrating their data into their customers' processes.

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