Before diving into SCV creation, taking stock of your data sources and who’s in charge of them is essential. Make a list of all your customer data sources, like CRM systems and marketing platforms, and assign someone to oversee each one. This ensures everyone knows who’s responsible for what, creating accountability and streamlining your data management.
Choose a platform to use as a unified customer data source
Picking the right platform for your SCV is crucial. Many businesses philippines mobile number use a customer relationship management (CRM) system to unify their customer data. Companies with higher volumes of data may also opt for a dedicated customer data platform (CDP).
Whichever type of platform you choose, look for a solution that can integrate with your existing tools, and keep an eye out for features like data cleaning, duplicate merging, and data enrichment.
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Clean and standardize your data
Before bringing your data into the SCV platform, take some time to clean it up. Get rid of duplicates, fix errors, and make sure everything’s in the same format. Your SCV platform might also have tools to help, enabling you to clean your data as you import it and make the whole process much smoother.
Integrate your data sources
Once your data is cleaned and standardized, it’s time to bring it all together. Import data from different channels and integrate your SCV platform with your data sources to centralize your customer information. By consolidating all your data sources, you’re laying the groundwork for a complete picture of your customers.
Get your team up to speed
Implementing SCV successfully means getting everyone on the same page. Set up data governance guidelines that describe how data should be handled and appoint data owners for each channel. Then, provide team training to ensure everyone knows how to use the SCV platform.