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2 minutes

TechnologyOne: Delivery of customer data platform (CDP).

TechnologyOne, Australia's premier enterprise Software as a Service (SaaS) company, faced the challenge of customer data across various platforms and systems. Revium was tasked with implementing the Segment Customer Data Platform (CDP) to enhance the unification and utilisation of customer data, streamlining TechnologyOne's marketing efforts.

Overview

TechnologyOne, Australia's premier enterprise Software as a Service (SaaS) company, faced the challenge of customer data across various platforms and systems. This disjointed data landscape hindered effective management and analysis, impacting marketing activities. Revium was tasked with implementing the Segment Customer Data Platform (CDP) to enhance the unification and utilisation of customer data, streamlining TechnologyOne's marketing efforts.

Challenge

The main challenge TechnologyOne faced was the fragmentation of customer data across multiple platforms, including Salesforce, Marketo and Google Analytics. This siloed approach to data storage and management made it difficult to gain a comprehensive understanding of customer behaviour and preferences, limiting the effectiveness of targeted marketing campaigns and the ability to identify opportunities for cross-selling and upselling.

Solution

  • Revium's solution involved a three-phase implementation of the Segment CDP.

  • The initial phase focused on understanding the existing data landscape, marketing goals, and platform integration requirements through comprehensive workshops with the business.

  • In the second phase, Revium implemented base tracking and integration from the various systems into Segment.

  • The final phase involved establishing unification rules and creating marketing audiences within Segment.

  • This structured approach ensured a smooth transition to a unified customer data platform, designed to meet TechnologyOne’s specific marketing needs.

Outcome

  • The implementation of Segment CDP by Revium brought about transformative outcomes for TechnologyOne. Notably, the company gained visibility into the digital behaviour of all customers within target accounts.

  • This newfound clarity enabled the creation of target audiences and the customisation of messages for specific industry verticals.

  • TechnologyOne could now map customer journeys across all digital channels, identify opportunities for value-added cross-selling and upselling based on usage data, and provide the sales and marketing teams with a comprehensive view of new and existing customers.

  • This project, driven by four dedicated Revium team members, stands as a testament to the power of unified customer data in enhancing marketing strategies and business growth.

  • Revium’s commitment to delivering quality, bespoke digital solutions was again demonstrated through the successful deployment of the Segment CDP for TechnologyOne.

  • This project underlines our ability to understand complex data challenges and implement effective solutions that drive tangible business outcomes, reinforcing our position as a trusted advisor in the digital consultancy space.