How Booksy leveraged its tech stack to drive revenue more effectively

Daniela Cajigal
Written by Daniela Cajigal in Blog
How Booksy leveraged its tech stack to drive revenue more effectively
March 30, 2023
Reading time: less than a minute

In today's digital age, businesses must choose the right SaaS tool to have a strong and well-implemented tech stack that enables them to operate more efficiently, streamline their operations, and drive revenue more effectively. One company that has leveraged its tech stack to achieve these goals is Booksy, a leading online booking platform for beauty and wellness services. With the help of Plauti, a Salesforce consulting partner, Booksy has been able to clean up its data and gain a 360-degree view of its customers, leading to more effective marketing strategies and increased revenue.

Booksy blog 2

Booksy's Tech Stack

Booksy uses various technology products and services to support its business operations, including HTML5, jQuery, Google Analytics, Viewport Meta, iPhone/Mobile Compatible, and SPF. However, the quantity of technologies is not as crucial as how they are integrated and used to achieve business goals.

To align their technology stack with their customer lifecycle, it's essential to understand the different stages of the customer journey. A customer relationship management (CRM) platform like Salesforce can be invaluable for managing customer data and tailoring marketing strategies to their needs and preferences. By using Salesforce, Booksy can manage customer data such as booking information and preferences to gain insights into customer behavior and preferences, making informed decisions about engaging with customers.

Salesforce is a critical component of Booksy's tech stack, allowing them to manage customer data effectively and personalize marketing strategies to customers' needs and preferences. By integrating Salesforce with other technologies, Booksy ensures seamless data sharing across all systems, delivering a personalized and effective customer experience.

Salesforce is a giant in today's market and the "Swiss Army Knife" of CRM platforms, offering a wide range of tools and capabilities to manage customer data, sales pipelines, and marketing campaigns. Businesses of all sizes and industries widely use it. Salesforce is the Beyoncé of tech - everyone knows and wants to work with it. Therefore, using Salesforce is the ultimate power move to stay relevant and competitive.

Plauti Helps Booksy Get Cleaner Data

However, having access to customer data is only useful if that data is accurate and up-to-date. In Booksy's case, the company faced data cleanliness challenges (among others). The company's customer data was spread across various systems, thanks to their wide tech stack, making it difficult to get a complete view of each customer. This issue also led to duplicated data and other inconsistencies that made it difficult to use the data effectively.

Running a business can be tricky; things don't always go according to plan. Unfortunately, when the staff at this particular business had to rely on something other than artificial intelligence to get the job done, the customer experience took a hit. It was like trying to play Jenga blindfolded – it just wasn't working out. But with some creativity and some elbow grease, they were able to find a solution that put the "human" back in "human interaction."

That's how Booksy turned to Plauti, a Salesforce partner, to solve this challenge. Plauti helped Booksy to clean up its data and consolidate it into a single source of truth within Salesforce. This allowed Booksy to gain a 360-degree view of each customer, including their booking history, preferences, and other key data points.

Booksy funnel

Clean Data = Stronger Bottom Line

Duplicate Check from Plauti has been a game-changer for Booksy, allowing the company to achieve greater efficiency and effectiveness in many areas of its operations. By eliminating duplicate customer data, Booksy was able to create a single, comprehensive view of each customer. This action allowed the company better to understand its customers' booking history and preferences and use this information to create more targeted marketing campaigns.

In addition, with clean data, Booksy was able to streamline its operations and provide a better customer experience. For example, with a 360-degree view of each customer, Booksy could easily match them with the right service provider, leading to a more positive experience.

But most importantly, cleaner data has enabled Booksy to drive revenue more effectively. The company has increased its conversion rates and driven more bookings by using customer data to create targeted marketing campaigns and tracking the correct metrics. Additionally, by providing a better customer experience, Booksy has retained more customers and increased its lifetime value.

One specific example of how Booksy has used cleaner data to drive revenue is through a targeted email campaign. Using Plauti Duplicate Check, Booksy was able to identify and remove duplicate customer records, ensuring that each customer received only one email with the targeted promotion. By leveraging its clean data and tailoring the content of the email to each customer's booking history and preferences, Booksy saw a significant increase in bookings from this campaign.

Regularly auditing the tech stack and promoting cross-departmental collaboration and communication as silos would be the last steps. This ensures that companies use the latest and most effective technologies while fostering teamwork between departments such as Marketing, Sales, and Customer Success. By doing so, Booksy can stay up-to-date with the latest trends and technologies and have good data governance, which can help the company maintain a competitive edge and position itself for long-term success.

Overall, Booksy's success is a testament to the importance of having a strong tech stack and how it can be leveraged to achieve business goals. By partnering with Plauti and investing in its tech stack, Booksy has set itself up for continued success in the future.

Photo by Adam Winger
About the Author
Daniela Cajigal
Daniela Cajigal Content Marketer
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