June 12, 2024
0
 min read

9 ways Simon Data enhances marketing workflows

Author
Paige Rotar
Director of Solutions Architecture

I’m new at Simon — I just started as a Director of Solutions Architecture a month ago but I’m not new to MarTech. In my experience as a MarTech consultant, I have seen first-hand the data silos, the manual processes and list imports, the complex segments and omnichannel orchestration, and the inability to report on marketing outcomes. 

In my first month, I’ve learned a lot more about the marketing data cloud, Simon, and how the Simon CDP makes marketers' lives easier. I’ve come to one conclusion: Simon Data is a marketer’s secret weapon for overcoming these pain points (and more!) by being a source of truth that allows marketers to streamline workflows and boost marketing effectiveness.

1. The Simon Data CDP eliminates the data shuffle

When your customer data is constantly moving between too many platforms, it can cause data delays and bottlenecks, ultimately leading to increased costs, slow processing, decreased efficiency, and security concerns. 

Insert Simon Data. 

Simon Data seamlessly integrates with existing platforms, eliminating unnecessary data transfers and manual pulls from data engineers. Snowflake → CDP → Snowflake is the solution for seamless data movement. 

simon data cdp snowflake workflow

Creating this simplified flow of data can make large volumes of data more manageable and actionable — all while increasing pipe efficiency. 

2. With Simon, marketers truly know their customers like never before

I’ve learned that siloed systems can lead to duplicate data and records that create inconsistencies and inaccuracies when it comes to marketing reporting and decision-making. What’s worse is that as the volume of your customer data grows, scalability becomes nearly impossible. 

With Simon Data, marketers get a 360 view of the customer, providing a unified view of each customer across all touchpoints. By breaking down data silos and ensuring data accuracy, accessibility, and compliance, organizations can unlock valuable insights and deliver seamless experiences that drive customer satisfaction and loyalty.

3. Transform and streamline manual marketing workflows

Do CSV files make you go cross-eyed? Do the words “manual list uploads” make you cringe? Say goodbye to the abyss of CSVs and manual workflows and embrace the streamlined processes that Simon Data helps marketing teams activate.

Repetitive, manual tasks not only consume valuable time but also limit marketers' ability to focus on higher-level strategic activities (and let’s face it, the fun stuff!), such as developing innovative marketing strategies, identifying new market opportunities, and fostering customer relationships.

simon cdp streamlines marketing workflows
Simon Data helps marketers focus on what matters: campaign and marketing strategy.

Simon Data integrates with a wide range of tools and platforms, ensuring that data flows smoothly across different systems and reducing the need for manual data handling. It also empowers marketers to design and implement automated workflows for various marketing processes, such as lead nurturing, customer onboarding, and re-engagement campaigns. 

These workflows can be set up to run without ongoing manual intervention. Routine tasks, such as data entry, list management, and performance tracking, can be automated, reducing the workload on marketing teams and minimizing the risk of human error.

4. Improve marketing collaboration throughout your org

When it comes to fragmented data, marketers only have partial insights into customer behavior, preferences, and interactions. This can impede collaboration and information sharing across teams, leading to disjointed customer experiences and missed opportunities for cross-selling or upselling.

Simon Data offers a suite of collaboration features designed to help marketing teams share insights and work together seamlessly. 

As a centralized, composable CDP, Simon aggregates data from various sources into a customer 360, providing a comprehensive view that all team members (and departments!) can access. 

example of a customer 360 in simon data cdp

With real-time data syncing, the platform ensures that customer data is updated in real-time, allowing teams to access the most current information without delays. Teams can work together on campaign creation, execution, and analysis within the platform. 

Even customizable dashboards and reports can be shared across the team so everyone can stay informed about key metrics and campaign performance.

By leveraging these collaboration features, Simon Data helps marketing teams work more efficiently and cohesively, ensuring that insights are easily shared, workflows are streamlined, and campaigns are more effective.

5. No-code segmentation means easy 1:1 customer personalization

The data silos and manual processes I listed above also make segmenting audiences harder than it has to be. Traditionally, creating segments is a tedious process, as preparing data for segmentation involves extensive cleaning, deduplication, and normalization. This is often a waste of time because the segments do not adapt dynamically to changes in the data. 

gif of no-code segmentation in the simon data cdp

No-code segmentation is at the heart of Simon Data. Simon allows marketers to generate complex audiences within minutes. Not only is the creation of segments easy, but the audiences are smart and update as user criteria change. These segments can then be used over and over again. I’m firmly in the camp of working smarter, not harder, to deliver the 1:1 experiences that today’s customers crave.

6. Effectively manage omnichannel campaigns

Managing campaigns across multiple channels (email, social media, SMS) can be a logistical nightmare. Coordinating the timing of messages across channels to ensure a seamless customer experience requires meticulous planning, and encapsulating the customer 360 view is not scalable. 

Simon Data reduces the resource intensiveness and allows for centralized campaign creation and execution, eliminating the need to jump between different platforms. Our platform also enables marketers to create, manage, and optimize cohesive marketing campaigns across multiple channels from a single platform. This approach ensures a seamless and consistent customer experience, regardless of the interaction channel.

7. Use AI & ML for content code creation

Our customers tell us that due to time constraints and resource limitations, content creation is one of the number one blockers when it comes to delivering a marketing campaign. It takes valuable time and costly resources to develop quality content that customers will relate to and act on — and a marketing campaign cannot be launched without it. 

With Simon’s AI-Powered Jinja Generator, marketers can now create content code with the click of a button. Take this use case for example. Within the AI Jinja generator, a marketer can convert status text into dynamic content.

gif of AI/ML simon cdp jinja generator

The result is a dynamic code that can automatically be used in the content template:

dynamic code from simon cdp jinja generator

The AI Jinja Generator allows marketers to speed up time to market while also optimizing their content at the same time.

8. Power campaigns with predictive analytics

Reactive marketing strategies, although sometimes necessary in response to unexpected events or circumstances, can result in a lack of proactivity. This can lead to missed opportunities for proactive engagement with customers and prospects, as well as a lack of foresight in anticipating future trends or shifts in the market. 

Reactive marketing can also result in inconsistent messaging and branding, as marketers may scramble to respond quickly without aligning their communications with broader brand values and positioning. The result? A confused audience and diluted brand equity over time.

Here’s where machine learning comes into play. Simon can help marketers predict which products a customer is likely to purchase next, which channels they prefer to engage on, and even when they might be ready to make a buying decision. 

With Simon Data's predictive analytics, marketers can leverage advanced algorithms and machine learning models to analyze vast amounts of data and uncover hidden patterns, trends, and correlations that enable them to anticipate customer behavior with unprecedented accuracy.

9. Advanced insights and analytics at your fingertips

Outdated customer analytics limit campaign optimization by inaccurately informing decision-making. Marketers might target segments that are no longer accurate, resulting in campaigns that do not resonate with the current needs and behaviors of the audience. We all know that effective marketing often requires real-time engagement based on recent customer interactions. 

Simon Data's analytics capabilities are designed to empower marketers with comprehensive, real-time insights into their campaigns and customer behaviors. Along with the predictive insights I already mentioned, Simon offers campaign performance analytics, engagement and retention metrics, deliverability insights (for Simon Mail users), and attribution analysis. These capabilities enable data-driven decision-making, continuous optimization, and improved marketing outcomes. 

Become a marketing mastermind with Simon Data

As the marketing world continues to evolve, it’s more important than ever to know your audience with zero- and first-party data and always be one step ahead of them to truly deliver a personalized marketing experience that improves customer loyalty and boosts your bottom line.

There are many powerful martech tools out there, but when I started at Simon, I quickly learned the massive benefits of using a cloud data platform like Snowflake and a CDP like Simon. With them, marketers eliminate data silos, manual processes, and fragmented workflows and instead, optimize marketing efficiency and the overall customer experience.

Want to see for yourself how Simon Data can unlock your marketing superpowers? Schedule a demo today.

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