Case Study: Toloka achieves real-time investor analytics and RFM segmentation with Promodo

Toloka boosts inactive investor activity by 15% with Promodo

Promodo worked with Toloka, a private investor syndicate, to address their challenge of operating without a dedicated accounting or CRM system. Relying on manual files hindered their ability to make data-driven decisions and optimize their marketing strategy. Toloka needed a reporting and BI system to track key metrics and segment their investor database for personalized communication.

The solution implemented by Promodo involved migrating data from Notion to BigQuery using a Google Cloud Function and creating interactive Power BI dashboards. A core component was a customized RFM analysis for investor segmentation. This provided Toloka with real-time analytics, leading to a 15% increase in activity from previously inactive partners and an average investment check of $1.5 million. Promodo's system enabled high-quality, data-driven management decisions and optimized marketing strategies.

Toloka