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Creating a data marketing project: the steps to follow

Customer data has taken a prominent place, but it is often insufficiently exploited by marketing professionals. But how to set up a data project according to your objectives? What actions should be implemented and how to launch such a project to enable you to improve loyalty and obtain new customers?

Marketing 1BY1, the Customer Data Solution for marketing teams who simply and quickly want to have a 360° vision of marketing and personalize the omnichannel consumer experience, unveils its new white paper to support you in the implementation and success of your data marketing project. Through this interactive and comprehensive guide, complete with multiple additional resources, you will learn how to audit your brand’s marketing and data expertise, prepare your action plan and measure the ROI of your project.

Download the white paper for free

Step 1: carry out the marketing inventory

This first step allows you to draw up a marketing inventory of your brand and discover your company’s score in this area, by analyzing what makes it unique, but also its internal organization, communication channels, message typology sent, segmentation and personas, or the performance of your campaigns.

To obtain your level of marketing expertise, all you have to do is complete the form available to you in the guide and follow the explanations provided step by step. Your score will then be sent to you by a 1BY1 Marketing expert, with a personalized recommendation based on your answers.

Step 2: conduct a data audit

The method of collecting your customer data as well as the origin of your contacts are very useful sources of information for making the right decisions for your marketing and CRM strategy. This involves carrying out a data audit on the quality of your files and their processing, in order to maintain usable and up-to-date customer data. The objective: to get to know your consumers better and thus provide them with a personalized customer experience throughout their journey.

Step 3: prepare your action plan

The purpose of this 3rd part is to share good practices with you in order to prepare and organize your action plan. You will discover how to define and prioritize your objectives using the SMART method (Specific, Measurable, Achievable, Achievable, Time-bound), how to involve your teams in your data marketing project, as well as the internal skills you will need to implement it. in place.

Step 4: succeed in your call for tenders and measure the ROI of your project

Launching a data marketing project requires deciding on strategic issues related to data: centralized customer database, data quality, data visualization… If you are planning to launch a call for tenders, you will find in this white paper all the keys to help you formulate your needs, with a template to download to support you in this process. You will also know how to measure the ROI of the actions thus implemented.

At each step of this guide, many additional resources are available to you (questionnaire, audit, articles, template, etc.). They are very useful to guide you in your thinking until the realization of your data marketing project.

Download the 1BY1 Marketing White Paper



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