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Our Goal
Build a Roadmap to Success
Our client’s martech platforms were not set up in a way that was optimal for their marketing team to use, nor were the right processes and governance in place to ensure tactics were executed effectively.
The original setup resulted in delays and missed opportunities to engage customers, which impacted customer acquisition, retention, loyalty, and ultimately revenue for the company. Our goal was to help mature their digital marketing capabilities in order for them to meet their goals and objectives.
We provided a martech maturity strategy, including a roadmap listing the activities and workstreams that, when implemented, would enable the client to work more efficiently and effectively to accomplish their goals.
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Our Solution
Some of the work we did and key recommendations included:
Sitecore CMS
- Recommended best practices for content management architecture, permissions, and how users access the system (Sitecore XP, including Sitecore SXA).
- Suggested key architectural changes so marketers could work faster and independent of IT.
- Provided steps to help the client mature into Sitecore’s A/B testing, personalization, and marketing automation offerings.
Google Analytics
- Identified where the client could go a level deeper with their analytics, beyond base-level metrics they were tracking (e.g., track specific events on-site and ID users who logged in and their actions).
- Identified cleanup activities to remove duplicate data and ensure that inaccurate data was not polluting their dashboards.
Salesforce Marketing Cloud
- Identified which Salesforce upgrades they needed to purchase in order to achieve the goals they outlined.
- Identified opportunities to integrate data from the CRM to increase the accuracy of customer data and decrease the time to execute email campaigns.
Microsoft Dynamics CRM
- Identified data issues that needed to be resolved to fully leverage the CRM.
- Outlined the ideal way to leverage Dynamics within the technology ecosystem.
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