Case Study: Yieldify achieves increased customer ROI and operational efficiency with Looker

How Yieldify uses Data to Increase Customer ROI and Drive Operational Efficiency

Yieldify, a predictive marketing company that increases eCommerce conversions by detecting exit intent and running remarketing campaigns, struggled to track ROI and campaign performance because data was scattered across Salesforce, HubSpot, affiliate systems and multiple databases. Siloed sources and manual reporting made it slow or impossible for sales, account, and finance teams — especially non-technical users — to get timely, reliable answers from the event and transaction data generated by over 1 million daily interactions.

To fix this, Yieldify consolidated data on Amazon Redshift and deployed Looker as a single source of truth, using its modeling layer and self-service dashboards for consistent metrics and easy exploration. The change put real-time reports into the hands of business users (about 77 monthly Looker users), automated client reporting, sped decision-making, improved operational efficiency, and made ROI transparent — helping teams optimize campaigns and drive company growth.

Yieldify

Adam Dathi

Senior Business Intelligence Consultant