Redshift

Empower your lead scoring with data warehousing might: Toplyne joins forces with Redshift for a transformative lead scoring approach!

What you can do with Toplyne integrated with Redshift:

Combining Toplyne's behavioral lead scoring with Redshift's data warehousing capabilities offers a potent solution for businesses prioritizing lead optimization. Discover the extensive possibilities this integration presents:

• Vast Data Repositories: Utilize Redshift’s high-speed, fully-managed data warehousing to feed into Toplyne’s behavioral lead scoring, allowing for a broader, more detailed capture of product usage, CRM, billing, and enrichment data.
• Accelerated Data-Driven Outreach: With Redshift powering the backend, the Sales view of Toplyne’s Chrome Extension can fetch real-time data insights. AEs and SDRs can harness these for swift, yet deeply personalized interactions with leads.
• Seamless Operations: By combining Redshift's efficient data storage with Toplyne's Sales AI, ensure smoother, faster, and more accurate lead funnels into your CRMs.
• Actionable Business Intelligence: Tap into Redshift's analytical capabilities within Toplyne, refining your strategies based on patterns, trends, and insights that were previously hidden in vast data pools.

How to set up this integration

If Redshift’s data warehousing is part of your toolkit, it's time to amplify its potential.

Prerequisites:

1. Redshift cluster where the data in question resides should either be serverless or on the RA3 family.
2. The cluster should have encryption enabled.

Step-by-step guide

1. Begin by navigating to the Cluster where your Redshift database is located.

2. Select the Datashares tab to access data-sharing settings.

3. Click on the option to create a new datashare, then hit Connect to database.

4. You'll encounter a form where you can set temporary credentials for the database upon which the datashare will be built.
5. Under the Database section, choose the specific database that you intend to share.

6. Proceed by selecting the Create datashare option.
7. On the form that appears, define a suitable name for the datashare and ensure to turn on the Public accessible option.

8. Add the tables you wish to share with Toplyne, one at a time. Utilize the Add and Repeat actions for seamless inclusion.

Reiterating points to keep in mind while sharing

1. If you want to share additional tables or views, you can alter your datashare and set the option INCLUDENEW = True.
2. If you want to ensure that the views are not invalidated upon recreation of the underlying tables, then use the option WITH NO SCHEMA BINDING.
3. Also, if you are sharing views, please ensure that you include the schemas where underlying tables reside in the datashare as well.

For example, if you create a view TOPLYNE.EVENTS which is created by joining these tables ANALYTICS_1.EVENTS & ANALYTICS_2.EVENTS, then please ensure that the schemas ANALYTICS_1 and ANALYTICS_2 are part of the datashare as well.

9. Within the Data Consumers section, designate the Toplyne AWS account (Account ID: 388856629077) as the data consumer. Set the default namespace and create the cluster.

10. Before proceeding, confirm that encryption is enabled for your cluster. Access the encryption option within the cluster properties tab and enable it. Then, revisit step 9.

     11. Head back to the left menu and select Datashare. Choose the newly created datashare to proceed.

12. You must Authorize the Toplyne data consumer to complete the process. And you're set!

Connect Toplyne with Redshift today and revolutionize your lead engagement and conversion strategies. Dive deep into enriched data analytics and lead scoring.