7 Ways Insycle’s Health Assessment Helps Companies Reach Their Business Objectives
Posted: Wed Dec 04, 2024 8:14 am
A few weeks ago, we announced the debut of a brand new feature - the Data Health Assessment.
This tool connects directly to CRM systems like HubSpot, Salesforce, and Intercom. Then, it analyzes your entire customer database and identifies more than 30+ of the most common customer data health issues.
In this article, we’ll dig into how your sales and marketing business owner database objectives are impacted by the data issues that are identified in the Health Assessment.
1. Accurate Data Helps Improve Marketing Segmentation, Personalization
In marketing operations, you have a few goals that are directly affected by the quality of your data.
First, you want to make sure that you are able to create effective customer profiles. The more data you can collect on your customers and prospects, the more effectively you can speak directly to their concerns.
Marketing automation is most effective when you are able to analyze engagement for specific customer personas. Different customer personas will engage differently with your content, product, and support teams. Accurate data helps you to better understand their concerns, preferred methods of engagement, and improve experiences for all customer segments.
A more well-rounded approach to data quality will also help you to identify new opportunities. Every company has gaps in their marketing and sales strategies. Effective customer segmentation allows you to hone in on the needs of specific customers and see what you are missing.
Most companies are sitting on a wealth of data that is going unused. There are many reasons why that data goes unused, but chief among those reasons is a lack of trust in the data itself.
Is the data clean? Is it accurate? Does it contain errors like typos or formatting considerations that may make it unusable or harm your brand reputation with customers?
It makes sense. Why would a company want to entrust their reputation to data when they don’t have processes in place to verify the quality? They shouldn’t, and most don’t. With the Data Health Assessment tool, you can identify and fix common data errors and give your team more confidence in how they use your data.
This tool connects directly to CRM systems like HubSpot, Salesforce, and Intercom. Then, it analyzes your entire customer database and identifies more than 30+ of the most common customer data health issues.
In this article, we’ll dig into how your sales and marketing business owner database objectives are impacted by the data issues that are identified in the Health Assessment.
1. Accurate Data Helps Improve Marketing Segmentation, Personalization
In marketing operations, you have a few goals that are directly affected by the quality of your data.
First, you want to make sure that you are able to create effective customer profiles. The more data you can collect on your customers and prospects, the more effectively you can speak directly to their concerns.
Marketing automation is most effective when you are able to analyze engagement for specific customer personas. Different customer personas will engage differently with your content, product, and support teams. Accurate data helps you to better understand their concerns, preferred methods of engagement, and improve experiences for all customer segments.
A more well-rounded approach to data quality will also help you to identify new opportunities. Every company has gaps in their marketing and sales strategies. Effective customer segmentation allows you to hone in on the needs of specific customers and see what you are missing.
Most companies are sitting on a wealth of data that is going unused. There are many reasons why that data goes unused, but chief among those reasons is a lack of trust in the data itself.
Is the data clean? Is it accurate? Does it contain errors like typos or formatting considerations that may make it unusable or harm your brand reputation with customers?
It makes sense. Why would a company want to entrust their reputation to data when they don’t have processes in place to verify the quality? They shouldn’t, and most don’t. With the Data Health Assessment tool, you can identify and fix common data errors and give your team more confidence in how they use your data.