The 360 Review
Take your customer engagement strategy to the next level with our most comprehensive package
The 360 account review offers a performance deep dive, evaluates the status quo, and paves the way for your future success. Tailored for businesses seeking to understand and improve current performance, optimise operational efficiency and excel in customer engagement, the 360 Review is for you if you’re looking to maximise the potential of your ESP or customer engagement platform account and strategy.
What are we auditing? Included in the 360 Review
Operational Efficiency
We assess Data Quality & Set Up, Account Administration, Security/Compliance, and Billing & Usage. We provide actionable insights to enhance efficiency and save you time and money.
We analyze your Email Design, Display readyness, and Performance to deliver insights into how you can maximise the impact of your email campaigns moving forward.
Data
We enhance your data strategy by assessing Subscriber Management, Database Growth, First Party Data, and Engagement Metrics and Benchmarking.
Tracking
Designed to safeguard against inaccuracies and discrepancies, this audit focuses on verifying the correct implementation of tracking scripts and (UTM) tags.
Deliverability
This audit leverages comprehensive assessments & industry-standard tests to help you track how many of your emails are landing in the inbox.
Channels
Enhance your multichannel strategies with our Channels Review package, evaluating the use of channels beyond just email.
Customer Lifecycle
We assess Customer Acquisition Strategies, Conversion and Retention tactics and provide Lifecycle Metrics & Benchmarking.
What you can expect?
Holistic Evaluation
Gain insights through a detailed assessment and a comprehensive overview of your account’s performance, giving you a general health score and scores for each sub category.
Sub-Categories Assessment
Dive into nine crucial sub-categories including Account Administration, Technical set up, Email Performance, Deliverability, Customer Lifecycle, Automation and more. Each area is scored and analysed for actionable insights.
Strategic Action Plan
Receive a detailed action plan tailored to your business, outlining key steps and action items to improve your account health and future-proof your CRM strategy.
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: Omnichannel Customer Engagement-Plattform*
Bloomreach: E-commerce Personalization Powered by AI*
Customer Data Platform Accumulate data from remote sources and create a single source of truth*
Marketing Automation for Email Marketing, SMS & CDP
Customer.io is a customer engagement platform designed for creating data-driven campaigns that reach people across all messaging channels at the right time.
Customer experience platform for marketers
Brevo is more than an email marketing platform. Build customer relationships across email, SMS, chat, and more.*
Email marketing and automation platform
Email Marketing, Automation, and CRM
* companies are hosting their data within the EU for GDPR compliance for EU clients.
Why Choose Our 360 Review Package?
Comprehensive Evaluation
Our 360 Review Package provides a holistic assessment of all aspects of your customer engagement program. You will gain a complete understanding of your performance across various areas of a successful customer engagement program.
Actionable Insights
Receive detailed insights and actionable recommendations across all areas. Understand where you stand and unlock opportunities for immediate improvement and long-term growth.
Expert Guidance
Benefit from the expertise of our team of CRM experts. Our team offers guidance and strategies based on years of industry experience.
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 – your way to success.