Our REVIEW TOPICS

What is included in our reviews? What are we auditing?

Operational Efficiency

Data Quality & Set Up, Account Administration, Security and Compliance,
Billing & Usage

Tracking

Revenue Attribution, Behavioural Tracking, Revenue Impact, Tracking parameters such as UTM Tagging

Email

Accessibility Review, Display Testing (e.g. Dark mode display), Template Design Review, Performance Review & Benchmarking

Data

Susbcriber Management (e.g. Duplications), Database Growth, First  Party Data, Engagement Metrics and Benchmarking

Deliverability

Email Authentication, Reputation Monitoring, Inbox Placement Tests, Best Practices and Recommendations

Marketing Automation

Automation Review, Transactional Messages, Performance Review & Benchmarking

Channels

Channel Orchestration & Omnichannel Readiness  (e.g. SMS, Web channel, Digital Ads, Web Push & In-App Push)

Customer Lifecycle

Customer Acquisition, Customer Conversion (e.g. Win-back rate) and Retention, Customer Lifecylce Metrics & Benchmarking

 Personalization & AI Readyness

Personalisation and Segmentation (e.g. Dynamic Content), Content Automation, AI Readiness

Reviews available for the following platforms

We partner with most of the platforms below. If the platform that you are acurrently using is not listed, please contact our experts.

emarsys Logo
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Emarsys: Omnichannel Customer Engagement-Plattform*

Bloomreach logo
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Bloomreach: E-commerce Personalization Powered by AI*

d-engage Logo
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Customer Data Platform Accumulate data from remote sources and create a single source of truth*

Klaviyo Logo
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Marketing Automation for Email Marketing, SMS & CDP

customer.io Logo
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Customer.io is a customer engagement platform designed for creating data-driven campaigns that reach people across all messaging channels at the right time.

dotdigital Logo
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Customer experience platform for marketers

Brevo Logo
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Brevo is more than an email marketing platform. Build customer relationships across email, SMS, chat, and more.*

mailchimp Partner Logo
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Email marketing and automation platform

Active Campaign Logo
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Email Marketing, Automation, and CRM

And More Platforms

* companies are hosting their data within the EU for GDPR compliance for EU clients.

Why Choose Our Review Packages?

Comprehensive Evaluation

Our 360 Review Package provides a holistic assessment, delving deep into various facets of your customer engagement program. Gain a complete understanding of your performance across critical areas.

Expert Guidance

Benefit from the expertise of our team of CRM experts. Our team offers guidance and strategies honed through industry experience.

Actionable Insights

Receive detailed insights and actionable recommendations across 9 sub-categories. Understand where you stand and unlock opportunities for immediate improvement and long-term growth.

Future-Proof Your Strategy

With a strategic roadmap in hand, supercharge your CRM strategy and stay ahead in of your competition. Unlock the full potential of your customer engagement efforts with the 360 Account Review.