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10-minute Maturity Assessment

Time for a CRM & Analytics Checkup!

How effectively are you tracking and leveraging customer data? Fill out this quick, easy audit, and we will evaluate the health of your CRM and analytics strategies. Get personalized insights into how you’re performing compared to industry benchmarks and where you may have the most room for growth and positive ROI. Rest assured that we will never share your data or results, and your information is confidential. We take data security seriously.

For the most accurate results, make sure you keep your answers and estimates as realistic as possible. Let’s get started!

Fill out this form to get started

Assessment

What is your customer database size?

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CRM & Analytics Maturity Assessment

500K-999K

1M-5M

5+M

Not sure

Do you have a single view of the customer?

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CRM & Analytics Maturity Assessment

Yes

No

Not Sure

How many one-and-done customers do you have?

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CRM & Analytics Maturity Assessment

Less than 50%

50%-75%

75%-100%

Not sure

What is your typical redemption rate?

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CRM & Analytics Maturity Assessment

0-10%

11%-20%

21%-30%+

Not sure

What is your active/lapsed ratio?

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CRM & Analytics Maturity Assessment

50/50

40/60

60/40

Not sure

Have you identified customer segments?

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CRM & Analytics Maturity Assessment

Yes

No

Not sure

Have you implemented customer journeys?

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CRM & Analytics Maturity Assessment

Yes

No

Through which channels do you collect data?

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CRM & Analytics Maturity Assessment

Email

Direct mail

SMS

None of the above

Which channels do you have data?

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CRM & Analytics Maturity Assessment

Store

Online

Outlet

Other

How secure is your data?

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CRM & Analytics Maturity Assessment

Very

Somewhat

Not secure

Not sure

Thank you for completing this maturity
assessment.

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CRM & Analytics Maturity Assessment

Overall health is:
Lots of Opportunities

RECOMMENDATION: Baesman Customer Profile Analysis (3 months)

Good job! You understand the value of data, and you have collected important data points on your customers. However, there are many opportunities to put your data to work. We recommend an in-depth customer profile analysis to help you better understand your customers and predict future behavior.

By consolidating your data and looking at it holistically, you can reveal opportunities, fine-tune your marketing strategies, and improve your overall ROI through personalizing your customer communications. Completing a customer profile analysis will inform your customer growth plans, customer segmentation strategies, and recency, frequency, and monetary value (RFM) metrics. These all impact your customers’ lifetime value.

You’re in great shape to leverage your data for more informed strategies that drive you forward!

cil_chat-bubble

Improve your ROI through personalizing your customer communications.

By consolidating your data and looking at it holistically, you can reveal opportunities, fine-tune your marketing strategies, and improve your overall ROI through personalizing your customer communications.

Improve your ROI through personalizing your customer communications.
Complete a customer profile analysis
cil_customer-profile

Complete a customer profile analysis.

Completing a customer profile analysis will inform your customer growth plans, customer segmentation strategies, and recency, frequency, and monetary value (RFM) metrics. These all impact your customers’ lifetime value.

You’re in great shape to leverage your data for more informed strategies that drive you forward!

Are you looking to connect? Let's talk.

Thank you for completing this maturity
assessment.

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CRM & Analytics Maturity Assessment

Overall health is:
On Your Way

RECOMMENDATION: Baesman Customer Profile Analysis or Loyalty Design Strategy (3-4 months)

Great job—we’re impressed! You have data, you segmented it, and you’re pulling insights to predict your customers’ behavior. You’re at a prime point in your marketing journey to optimize your marketing with an analytics strategy.

A deep dive into your analytics will help you know your customers and understand their journeys before you develop and execute your campaigns based on lifetime value analyses, predictive analytics, customer segmentation, and recency, frequency, and monetary value (RFM) metrics.

You may also be primed for a loyalty design strategy program to analyze and optimize your current customer loyalty program. If you aren’t already employing a program, you can determine if a loyalty strategy is right for your brand.

cil_chat-bubble

Improve your ROI through personalizing your customer communications.

By consolidating your data and looking at it holistically, you can reveal opportunities, fine-tune your marketing strategies, and improve your overall ROI through personalizing your customer communications.

Improve your ROI through personalizing your customer communications.
Complete a customer profile analysis
cil_customer-profile

Complete a customer profile analysis.

Completing a customer profile analysis will inform your customer growth plans, customer segmentation strategies, and recency, frequency, and monetary value (RFM) metrics. These all impact your customers’ lifetime value.

You’re in great shape to leverage your data for more informed strategies that drive you forward!

Are you looking to connect? Let's talk.

Thank you for completing this maturity
assessment.

infographic-icon

CRM & Analytics Maturity Assessment

Overall health is:
Marketing Expert

RECOMMENDATION: Loyalty Design and Customer Journey Mapping (3-4 months)

Rock star! You’re definitely in the category of savvy marketers! You’re organizing, analyzing, and putting together smart marketing strategies based on data analytics. You understand the value of knowing your customers and using predictive analytics to grow your recency, frequency, and monetary value (RFM) metrics. You know your customer lifetime value and develop your strategies around that. We’re seriously impressed!

Because you have so much robust data, we recommend you do a deep dive into your customer journey mapping to see if there are opportunities you may not be taking advantage of currently. For some brands, this includes taking personalization tactics to the next level. This is a critical goal because 76% of today’s customers expect personalized offers, experiences, and more.

We see successful marketers reach customers with personalized messaging, including email, SMS, and even direct mail. In fact, direct mail open rates are 90% compared to 30% or less for digital communications, so we suggest exploring a holistic personalization strategy that includes direct mail to complement your current strategies.

You may also be primed for a loyalty design strategy program to analyze and optimize your current customer loyalty program. If you aren’t already employing a program, you can determine if a loyalty strategy is right for your brand.

cil_chat-bubble

Improve your ROI through personalizing your customer communications.

By consolidating your data and looking at it holistically, you can reveal opportunities, fine-tune your marketing strategies, and improve your overall ROI through personalizing your customer communications.

Improve your ROI through personalizing your customer communications.
Complete a customer profile analysis
cil_customer-profile

Complete a customer profile analysis.

Completing a customer profile analysis will inform your customer growth plans, customer segmentation strategies, and recency, frequency, and monetary value (RFM) metrics. These all impact your customers’ lifetime value.

You’re in great shape to leverage your data for more informed strategies that drive you forward!

Are you looking to connect? Let's talk.