Level 1: Base CRM Requirements for Personalization

<aside> 💡 Consider Level 1 for low cost, low appetite client scenarios, or worst-case messy/missing data scenarios. Always include as much data as possible from all 3 levels. Level 1 enables Personas, Interests, Persuasion Angles, Archetypes, innovation adoption, demographic, and light firmographic appends.

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• Client / Prospect Contact info (at least one, but the more the better)
  • ID or UUID (your CRM’s customer ID)
  • Email(s)
  • Phone numbers(s) mobile/landline
  • Twitter handle or URL
  • Linkedin URL
  • Account / Employer name (if B2B)
  • Job Title
  • Bio
• Product / Company Descriptions: Detail of 1-3 main products/services you want us to predict score against. We can also assume this is a general offering to the parent company, using the material the public will already see on the site. If you have preferred or more technically detailed descriptions in whitepapers or case studies, those are preferred.

Level 2: “Better” Pilot Data With Conversion Insights

<aside> 💡 This data enables much higher accuracy, lower costs at volume, data source insights and unlocks client-specific validation that will drive more lift, and adds additional product options: Lead scoring, lifetime customer value, churn risk, up to 108 campaign recommendations, 8 different product recommendations, and more...

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• ID creation date / Signed up
• ID, Transaction ID, Date, $, QTY
• Product SKUs, Category, Brand
• Tags: (Persona, other)
• Deal
  • Value / loan amount
  • Created date
  • Pipeline stage
  • Deal status
    • Won / lost, disqualified
      • Reason

Level 3 “Best”: Rep and B2B fields for further product and content customization

<aside> 💡 Level 3: Enables even higher accuracy and personalized copy and 1:1 per rep recommendations (for personalized "high-touch" marketing, sales, and support organizations. Unlocks more products: Match-maker (A.I. Rep assignments), HR and Job Screening, B2B prospecting insights and B2B data appends.

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• Agent / Rep
• Messaging Exchanges
  • Channel (Emails, SMS, other)
  • Sender
  • Recipient
  • Date
  • Opened clicked
  • Channel
  • Date
• Sales Transactions
  • Date
  • Purchase amount
  • Account owner (if any)

Best Practices to Minimize Waste and Maximize R.O.I.

Before you Begin

• Your plan meters usage based on the ability to find usable data. In the event there is no usable data, your model may not return scores, but won’t be billed for those contacts either.
• The system has code that recognizes and resolves most duplicate contact information. Duplicates don’t count more than once against your total subscription. If people are using different names on different platforms, the system may not recognize the contact as a single person, so upload as many contact fields at a time as possible.
• As contact information ages, we will naturally get a lower hit rate on older contacts that have shut off old contact information. If we don’t find that data, you won’t be charged.
• Include data from the last two years