Customer Data Clean-up & CDP Set-up
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The analytics status quo isn't best practice anymore
There is a stock standard out-of-the-box combination of tools that most companies, regardless of industries, will use. This includes:
- Google Analytics
- Google Tag Manager
- Heat Maps
- Backend / CRM data
This is a great starting point and it is powerful. You can get it up quick & easy, start feeding it into some reporting tools, gather some insights and run some experiments. But in the hyper-personalisation era, this is the bare minimum. You need to make data simple, and you need it in one place—in your own database (instead of it sitting in many different tools). You need to be able to attribute every campaign you run precisely, but this stack above is notorious for its limitations for accurate attribution modelling. You need to have data clearly visible and accessible on-demand, for everyone. Whether that's automated reports pushed to individual teams for day-to-day management, or more specific reports that they can pull on a needs basis. No matter who it is, they can pull the same report and it delivers the same KPIs as a sole set of truth—no more consolidating across different sources of data. Finally, of course, the ultimate reward for the right set-up, you need to be able to create behavioural & personalised campaigns easily, sending unique messaging to customer no matter what channel they're in. To do all of this, you need the right analytics stack, starting with a customer data platform.
Cleaning customer data and setting up a CDP is a huge, cross-disciplinary job
Advances in the customer data space are new, and are difficult to implement correctly. It requires business acumen and funnel understanding, and cross disciplinary expertise in growth, monetisation, marketing, analytics, product development & engineering. Whilst there are best-practice platforms, there is no out-of-the-box solution, especially if you are migrating an existing set-up where your customer data exists in multiple different sources. There are a lot of things that can go wrong (e.g. data interruption) so it becomes a bit like changing the wheel on a moving car. Most companies do not have someone with this skill-set, or are unable to bridge the gap between their teams to make this happen. That’s where we come in.
Get guidance from analytics experts who have done this time and time again
We'll do a complete audit of your analytics stack, looking at how you collect and use customer data and report across your business functions. We'll run through:
- The infrastructure you need to quickly and accurately track, measure, and report across functions (e.g. marketing/sales or website/CRM)
- The customer data platform that is right for you and how you should orchestrate its data flows
- From here, we'll help build out and execute your ideal analytics stack and CDP
FAQs
Can I do this myself?
Possibly, if you have analytics experience and have the time, resources and ability to build-fail-learn your way to a perfect set-up. In most cases, you probably can't (and shouldn't) risk this, especially in larger organisations where the implications are potentially disastrous (e.g. data interruption). We have a lot of experience with the common tools (Google Analytics, Tag Manager), plus the more sophisticated tools (customer data platforms etc.) All of these tools have a lot of gotchas that we've painfully experienced and developed best-practices for. That experience can now be yours, with recommendations and set-ups tailored specifically to your needs.
Are you a data/analytics agency?
Data & analytics is our secret sauce. Most agencies are super-specialised, whether in data-science, performance-marketing or a specific function (e.g. SEO, SEM). We're able to combine it all, we know what is required across analytics, marketing, product and broad strategy to achieve successful business growth.