Customer Experience Matrix

article thumbnail

Don't Misuse Proof of Concept in System Selection

Customer Experience Matrix

There’s an unstated but, I think, implicit assumption that use cases are a type of sampling technique: that is, a system that meets the requirements of the selected use cases will also meet other, untested requirements. So sample use cases do provide a valuable screening function.) It’s a dangerous assumption. (To

article thumbnail

Design Your Best Marketing Technology Stack and Plan the Transition: Sneak Peek at FlipMyFunnel Conference

Customer Experience Matrix

And I’ve provided a sample template for organizing your requirements by system. - In the example below, the flow highlights the isolation of sales and service from the rest of the stack – a critical weakness that isn’t apparent when you look at the systems only. a winning stack is efficient as well as functional.

Planning 120
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

ABM Vendor Guide: What to Look for in External Data Sources

Customer Experience Matrix

depth of data (to measure this, get a list of data elements) quality of data (harder to measure: review some sample records and have the vendor explain their quality methods) coverage by region, company size, industry, etc. Different sources provide different data types.)

article thumbnail

When to Use a Proof of Concept in Marketing Software Selection -- And When Not

Customer Experience Matrix

The ultimate example of easier data loads is the one-click connection between many marketing automation and CRM “platforms” and applications that are pre-integrated with those platforms. Nor will working with sample data resolve questions about scalability, speed, and change management.

article thumbnail

Openprise Gives Marketers Easy(ish) Tool to Manage Their Data

Customer Experience Matrix

For example, a complex condition such as “sum exceeds threshold” would have form with blanks where the user specifies the variable to sum, variable to group by, the comparison operator, threshold value, and time period. These are used mostly to help assess data quality and to profile new inputs.

article thumbnail

Business Intelligence and the One Big Button

Customer Experience Matrix

Literal-minded creature that I am, yesterday’s discussion of organizing analysis tools around questions led me to consider changing my sample LTV system to open with a list of questions that the system can answer. Selecting a question would take you to the tab with the related information. Nothing unique here—many systems do this.)

article thumbnail

How to Build a CDP RFP Generator

Customer Experience Matrix

For example, consider the first row in the sample table, whether the Web system can accept external input. In the sample table, the last row (site tag) is an existing capability. The first row iIn the example, Web – accept input (ability of a Web site to accept external input) isn’t a CDP attribute, so this value is set to zero.

RFP 266