Marketing Audit and Data Assessment

Marketing Audi and Data Assessment

Our Marketing Audit offering provides you with the ability to understand and optimize the current state of your marketing efforts. While our Data Assessment offering helps you understand and improve your data quality, giving you the ability to make better, more informed decisions with data you can trust.

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Marketing Audit: What We Offer

Understand how to leverage marketing automation functionality to drive engagement, setting you apart from your competitors.

  • The Marketing Audit includes a diagnostic health check on your platform and a results-oriented action plan.

  • Elaborate a detailed document to capture the audit’s findings.

  • Present a slide deck to go over the key findings.

  • Recommend key opportunities and next steps for achievable, incremental additional performance improvements.

The Importance of Marketing Audits

Analysis

You can only improve something if you can measure it. Our analysis covers the metrics that matter.

Context

We provide context on where you are performing well, what “good” looks like and uncover specific areas for improvement.

Best Practices

We provide all necessary findings focusing on best practices for maximum system performance.

Marketing Audit Offering Execution Steps

Steps may vary based on customer needs/requirements

Step one

Consulting Session & Project Management

  • Understand customer’s business needs
  • Identify strategy
Step TWO

Review of best practices and key metrics

Subscription lists and pages

Step Three

Review of best practices and key metrics

  • Forms
  • Surveys
  • SMS
Step Four

Review of best practices and key metrics

  • Social Media
  • Marketing Events
  • Email Marketing
Step Five

Review of best practices and key metrics

  • Automated processes using Campaign Automations
  • Landing Pages
  • Web Tracking and Scoring
Step Six

Detailed document

Above findings outlined in detailed document

Step Seven

Consultation session

Consultation to review results and key opportunities

Step EIGHT

Sign-Off & Next Steps

Project sign-off and discuss next steps with ClickDimensions Marketing Services team

Ready to take
the first step?

Key Deliverables

Review of best practices and key metrics:

  • Email Performance​

  • Email Design and Sending Practices​

  • Subscription Management Setup​

  • Forms ​

  • Surveys​

  • SMS​

  • Social Media​

  • Marketing Events​

  • Automated processes using Campaign Automations​

  • Landing Pages​

  • Web Tracking and Scoring​

*Deliverables will vary based on client needs

My mind is working overtime thinking about the different ways we can use this information to help our efforts,

so we’re very excited with the report and the results. The privilege was definitely ours! Thanks for everything!”

Haydon Kerk Pittman, Marketing Team

It is always very valuable to gain a partner like ClickDimensions

perspective and feedback on what we are doing well and where we could do better.”

Ken Jacobsen, Vice President of Marketing – The TM Group, Inc.

Data Assessment: What We Offer

Clean and complete data is the cornerstone for effective revenue generation. Our Data Assessment offering will help you understand the current state of your data quality, while also providing you with a plan to build a high-quality data foundation to grow your business.

  • Get to the root of your data issues

  • Be provided with a plan which helps grow your business

The Importance of Clean Data

70%

70% of your sales and marketing database decay each year.

$3T

Bad data costs U.S. companies three trillion dollars per year, according to IBM.

$14.2B

A study by Gartner has found that most organizations surveyed estimate they lose $14.2B.

Simple Data Process

Clean and complete data is the cornerstone for effective revenue generation. Our Data Assessment offering will help you understand the current state of your data quality and provide a plan to build a high-quality data foundation to grow your business.

Step one

Discovery

Step TWO

Consultation

Step Three

Best Practices

Data Assessment Deliverables

Data Assessment Deliverables

Talk to the Experts

Deliverables

  • Data Cleanse Recommendations

  • Data Management Best Practices for data cleansing relevant to both

    • For Dynamics 365 Sales
    • ClickDimensions

*Deliverables will be based on client needs

Leverage the Power of Your Data

  • Common Data Model

  • You can only manage something if you understand it

  • Reliable and actionable data

  • Clean data is a competitive differentiation

Our Data Assessment Helps Businesses Hit Their Numbers

Targeted Prospects

Understand the prospects you should be targeting and find companies that fit that profile

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Enhanced Sales

Increase sales effectiveness with improved response and conversion rates, shorter sales cycle, and increased productivity

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Personalized Marketing

Increase effectiveness and personalization of marketing and 1:1 communications

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Data Optimization

Clean your data, good quality data leads to higher revenue

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Retention Boost

Improve retention & increase cross-sell

Find out More

We knew from the outset that ClickDimensions Data Assessment would be valuable,

but we got much more value from the experience than we even expected. It wasn’t just an assessment of our data, but a guide to help us change our processes and CRM structure and data. It wasn’t just a report, but also a strategic direction on how to work with our data to get us to where we need to be.”

Emelie Hallberg, Marketing Manager, Orango (part of Fellowmind)

Want to find out more about
ClickDimensions’ solutions?

Want to find out more about
ClickDimensions’ solutions?