Create a unified customer profile

Picture your sales and marketing tech stack ten or even five years ago. Now picture it today. Chances are, it’s more than doubled in size.

That growth isn’t a bad thing. Numerous technologies have popped up over the past several years that offer improvements in critical areas like sales pipeline acceleration, lead generation and productivity through automation. And most of these new solutions deliver on their promises.

But now you’re faced with a brand new challenge: How to manage and connect all these solutions. Because as valuable as each technology is on its own, they’re extraordinarily more powerful together. When combined, these solutions bring together data from every stage of the customer journey to tell a more complete story and improve access to those insights.

Step one in good customer data management is creating a single customer view from which the entire organization can work from. Before you start running sophisticated marketing campaigns, you need to start with the foundation: the data.

Creating a unified customer profile lets your tools and teams stay in sync, and paves the way for better customer experiences, revenue growth, and retention and upsell opportunities.

We recommend beginning with our Guide: Introduction to Data Unification, linked below.