3 Steps to Building Solid Customer Relationships

• Manual export/import: Incredibly painstaking, one can aggregate data manually. Design a workflow process and schedule data exports. Consider this a first step in "prototyping" an ECLP; it helps determine what data is most important. Ruthlessly prioritize data to ensure the ECLP doesn't get bloated.
• API data syncing: There are various tools to sync data between platforms via API integrations. A syncing platform is the quickest way to build an ECLP. One drawback: you're limited by which APIs your platform supports.
• Custom API integration: The most robust method of building an ECLP is to work with a developer to create custom integrations between data sources and the customer dashboard. This captures exactly the data wanted, but will likely prove the most costly approach.

In the end, remember the goal of building an ECLP is to make sense of the available data and to create a customer-centric data profile. I believe that humanizing analytics by looking at various data sources as people rather than purchase orders will dramatically improve your customer relationships.