Time for a CRM & Analytics Checkup!

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!

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.

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.