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Three situations we encounter every day with online stores.
Your online store tracks orders, your email platform tracks clicks, and your point-of-sale system tracks in-store purchases. Three “half-customers” instead of one whole customer—and thus three different messages sent to the same person.
The same person appears three times, either due to a typo in their email address or a second account. As long as those profiles aren’t merged, you’re underestimating your customer value and overestimating your numbers.
There’s plenty of data, but no one can create a segment with it without exporting it and spending an afternoon on it. As a result, personalization remains just a plan instead of something that’s actually working.
A customer data platform consolidates customer data from your online store, point-of-sale system, email, and customer service into a single profile per person. You use that profile to manage your campaigns, recommendations, and customer service. In other words, it takes the data you already have and turns it into one complete customer profile instead of four incomplete ones.
It’s also one of the most expensive steps you can take, and the costs aren’t in the license but in connecting your data sources and cleaning up your data. That’s why we start by asking whether you actually need to take that step yet. With two or three channels, you can often get a long way by linking the systems you already have.
You’ll be working with Lukas Roeling, Head of Performance at Redkiwi, along with Sander and Bouke. We connect one source at a time and start using it right away, instead of spending a year building it out first. We’ve been working with customer data since 2004, and those 22 years of customer insight are the foundation of every piece of advice we give.
Four layers. The sources: which systems provide customer data and which data from which system is the primary source. The merging: rules that determine when two records refer to the same person, because that’s what makes or breaks your customer profile. The segmentation: groups that your marketing team can create on their own without needing to export data or involve a developer. And the activation: those segments that actually make it into your emails, your ads, and your online store.
Most CDP initiatives fail because they start out as IT projects: first connect everything, then use it. We flip that on its head. We connect a single source, immediately create a segment from it that you can use in your emails or ads, and measure the results. If it works, we move on to the next source. This way, each step pays for itself before the next one begins, and you see results within weeks rather than after a year.
Three services that use your customer profile.
A customer profile is only valuable if you act on it. That’s why we link it directly to the channels where you use it, rather than waiting until all sources are connected.
From baseline measurement to the next source in five steps.
We examine what customer data you have, where it’s stored, and how often the same person appears more than once.
First, we’ll determine whether a CDP is worth the investment right now. If you can achieve your goals by integrating your existing systems, we’ll let you know.
The most valuable source is connected first, using rules that determine when two records refer to the same person.
We’ll immediately create a segment that you can use in your emails or ads, and measure its performance.
If it yields results, we’ll connect the next source. If not, we’ll stop—and you’ll know why.
Three organizations for which we consolidated customer data.
Independent advice, no bias.
In one hour, we’ll review what customer data you have, where it’s scattered, and whether a CDP is worth it right now. Often, the answer is that you can hold off for a while. It takes just one hour and doesn’t commit you to anything.
In addition to the license fee, you mainly pay for connecting your data sources and cleaning your data. This setup is usually the biggest expense and is often underestimated.
What you always get: first, an assessment of whether you actually need that step yet; connecting one source at a time and using it right away; written guidelines for merging profiles; and honest advice on whether integrations between your current systems are sufficient.
Want to know if it’s worth it for you? Schedule a consultation, and we’ll work through the numbers together.