CX Case Studies

Start the Martech Procurement Assessment

Name

Work Email

Company

Are you clear about what your company aims to achieve with martech?

Yes, we have a defined strategy in place. We have some goals but they need refinement. Our objectives are unclear at the moment.

1 out of 9

Is there someone or a team who's in charge of handling the martech purchasing process within the company?

Yes, we have a dedicated team. We have designated individuals, but it's not centralised. It's handled informally without an owner.

2 out of 9

Have you engaged with key stakeholders from different departments (i.e. CRM, digital, data science, paid media) to get them involved in the martech purchasing process?

Yes, key departments are involved. We've started involving them, but not all. No, we've just focused on internal discussions.

3 out of 9

Have you explored whether your existing platforms can meet your use cases before considering new martech solutions?

Yes, we've thoroughly assessed our current platforms. We've looked into it but need to do more. No, we haven't.

4 out of 9

Is your current customer experience (both digital and non-digital) seamlessly connected, or does it operate in siloes?

Our customer experience is fully connected. Some are connected, not all. It's mostly in siloes.

5 out of 9

Have you fully identified the use cases and benefits for your customers when making martech decisions?

Yes, we have clearly mapped what we want to change for customers with the new martech We know we want to improve customer experience, but we don’t have specific details for every use case Not really, we’re more thinking about capabilities

6 out of 9

Do you have a plan in place to train and get users to embrace new and existing martech tools?

Yes, we have a comprehensive plan. We have an idea of some training initiatives, but there's room for improvement. No, there is no structured plan.

7 out of 9

Do you have a unified approach to defining customer records across your entire organisation?

Yes, we follow a unified approach to define records. We're working on it. No, records are defined differently.

8 out of 9

Do you have clear metrics and KPIs to gauge the effectiveness and ROI of your martech investments?

Yes, we have well-defined metrics and KPIs. We have some metrics but need to refine them. No, it needs development.

9 out of 9

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