Own Discover for Retail & Consumer Goods

Optimize support, upselling, and escalation trends with insights from historical data

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Recommended Products and Tools:
Own Recover, Own Discover, Tableau or other data visualization tool

Monitor Escalation Trends with Historical Support Data

Optimize customer service by tracking escalation status and response times from support case data.

Challenge: Retailers face high volumes of support requests, making it difficult to identify process improvements, as production data often lacks a complete history, such as case escalations.

Why it Matters: Historical snapshots provide key insights, like case escalation details and duration, enabling support teams to adjust staffing and triage strategies during peak periods.

Objects Referenced: Case, Account, User

Recommended Attributes: Escalation Status, Case Status, Response Time

Enhance Upselling Strategies with Historical Data

Analyze purchase patterns and key metrics to identify upsell opportunities and maximize long-term revenue.

Challenge: Retailers often miss upsell opportunities by relying too heavily on customer metrics at a single point in time and overlook key changes or growth opportunities.

Why it Matters: Tracking changes in CLV as a key metric allows companies to understand the long-term impact of their upselling efforts. This dynamic view provides insights into customer behavior trends, enabling retailers to refine their upsell strategies based on the full scope of customer interactions rather than a snapshot in time.

Objects Referenced: Order, Product, Customer, Interaction

Recommended Attributes: Previous Purchase Dates, Changes in CLV, Product Bundles, Customer Segments, Purchase Frequency, Average Order Value

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Recommended Products and Tools:
Own Recover, Own Discover, Data Cloud, Agentforce, or standard data visualization tools.

discover use cases by industry

Own Discover turns traditional backups into powerful time-series datasets, driving smarter business decisions with sales trends, forecasts, and customer insights.
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