Touch Points Identification

Most organizations are not even aware of what touchpoints are and where they originate from in the data management spectrum. When it comes to getting a handle on your data, the first step is figuring out where it's coming from. We call this "identifying touch points." Think of it as drawing a map to understand how data flows into your organization. The goal here is to make sure that all the data you collect stays relevant, accurate, and consistent, no matter where it's coming from. It's like making sure all the puzzle pieces fit together. Once you have got this part sorted, you are on your way to seeing the big picture of your organization's data landscape.

Now, these touchpoints can come from all over the place. You have got customer interactions like calls, emails, chatbots, social media, and websites. Then, there are sales and marketing activities, like email campaigns, trade shows, and webinars. Don't forget about operations, where point-of-sale systems and inventory management come into the picture. Your finance department has its own set of touchpoints with accounting, budgeting, and financial reporting systems. Even HR has its piece of the puzzle with employee data from HR systems. And let's not leave out research and development, which brings in insights from experiments, surveys, and focus groups. Plus, you might tap into third-party sources like market research firms or public data. 

Overall, Touch Points Identification is similar to assembling a complex jigsaw puzzle, but once you have all the pieces arranged properly, you will get to see the full picture.

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Point of Sale (POS):  The epicenter of transactions, where crucial financial insights are born.

Paper Forms: The traditional records transformed into valuable digital insights, bridging the gap between old and new.

Tablet Data: Real-time insights at your fingertips, capturing interactions on a portable canvas.

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Website Data: a treasure trove of the digital footprints left behind by customer interactions.

Social Channels: windows into the dynamic landscape of social interactions, revealing valuable insights.

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Direct Feed: A direct pipeline to essential data streams, ensuring the constant flow of critical information.

Call Logs: Conversations transformed into invaluable data points, providing a glimpse into customer interactions.

Remarks:  Insights distilled from textual notes, offering a deeper understanding of customer sentiments and preferences.

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