Customer Data & Technology Audit
What’s Under the Hood? Is your data flowing correctly? Are your integrations working as intended? How well are your automations performing? Our customer data and marketing technology audit is one of our most popular services!
Discover the current state and opportunities hidden in your customer data
Raise your hand if you could clearly describe what kind of customer data your company is actually using. For most marketers and business leaders, the answer isn’t clear. Yet customer data is one of your company’s most valuable assets.
We often begin our client engagements by thoroughly auditing the existing data infrastructure – the technologies and the data coming from integrated platforms. The purpose of the audit is to ensure we have a shared understanding of how customer data flows, where it comes from, where it goes, and what its limitations and opportunities are.
Through these audits, we’ve uncovered thousands of bot-generated contacts, data fields that don’t update properly, and broken automations. On the positive side, we’ve also identified highly valuable customer segments and hidden purchasing potential.
In our audit, we review among other things:
What data is collected, from which sources, and how often?
Data accuracy and quality: Are there gaps, missing elements, or outdated records?
Which automations are in place and under what conditions?
What limitations affect current operations?
What new opportunities could your data unlock