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A MARKETING
ANALYTICS
PROCESS
HOW-TO GUIDE
Developing a Marketing Analytics Process
HOW-TO GUIDE
Marketing analytics, if used correctly, are a tremendous decision-making tool. They can help
marketing executives increase their understanding of critical business functions like customer
interactions and market campaign performance. Develop a repeatable marketing analytics function
to improve decision-making and project selection.
Benefits
Marketing analytics programs are comprised of processes, tools, and techniques for analyzing &
converting business data into usable, decision-making information.
Strategic Data Analysis — analysis of key data trends to conclusions with significant business
meaning and strategic impact.
Bottom Line
Many analytics project fail because their focus is not on the results they are supposed to
deliver. Develop a standardized marketing analytics process to increase visibility and support
business decision-making.
Understand
1 Information
Required
Managing Static and
Dynamic Data
Determine
2 Frequency of Determine which decisions
Reporting you need to support, and
identify which metrics can
provide insight.
Standardize
3 Analytics
Use our Market Research
Report template to document
Process
your research problem. Next,
ascertain if the information you
require is accessible.
Ensure Clean &
4 Accurate Data
Apply Techniques
5 & Evaluate Results
7 Stay Proactive
Action Plan
STEP 2 - Determine Frequency of Reporting
Understand
1 Information Steering Committees
Required Meet to Share Insights &
Analytics
Determine
2 Frequency of
Reporting As there are hard costs
associated with marketing
analytics, select an optimal
Standardize frequency for delivering
3 Analytics decision-making information.
Process
Steering committees provide
a great forum for reporting;
consider delivering analytical
Ensure Clean &
4 Accurate Data insights at these regularly
scheduled meetings.
Apply Techniques
5 & Evaluate Results
Deployment
Steering Committee Charter
6 of Analytics
Program
VIEW RESOURCE
7 Stay Proactive
Understand
1 Information Choosing Your Analytics
Required and Application Methods
Determine
2 Frequency of Document a consistent process
Reporting for using analytics so business
partners understand their role.
Consider industry-standard
Standardize
3 Analytics
Process
data-mining application
methods such as CRISP,
but start with the business
problems to maximize value for
your efforts.
Ensure Clean &
4 Accurate Data
Apply Techniques
5 & Evaluate Results
Deployment W ATC H V I D E O
6 of Analytics
Program
7 Stay Proactive
Understand
1 Information B2B Data Management
Required How-To Guide
Determine
2 Frequency of Data quality and selection are
Reporting more critical than the analytical
technique for establishing
superior results.
Standardize
3 Analytics
To ensure your results are not
skewed, audit the data your
Process
technical resources are using.
4
THE EVOLUTION OF SHOPPER MARKETING MARKETING DATA MANAGEMENT PLAN BEST PRACTICES GUIDE 1
VIEW RESOURCE
Deployment
6 of Analytics
Program
7 Stay Proactive
Understand
1 Information Analytics to Guide You
Required
Apply
5 Techniques &
Evaluate Results
Deployment
6 of Analytics
Program
7 Stay Proactive
Understand
1 Information Show Stakeholders
Required Analytical Data for Positive
Growth
Determine
2 Frequency of
Establish a communications
Reporting
plan and integrate your
analytical techniques into your
business processes.
Standardize
3 Analytics Don’t discuss how the analytic
Process technique itself works; instead,
quantify the financial/customer
impact of changes made based
Ensure Clean &
4 Accurate Data
on decisions supported by
analytics to grab stakeholder
attention.
Apply Techniques
5 & Evaluate Results
Deployment
6 of Analytics
Program
Marketing Measurement Assessment
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7 Stay Proactive
Understand
1 Information Stay on the Cutting-Edge
Required of Best Practices
Determine
2 Frequency of The best companies continu-
ously reshape the processes for
Reporting
requesting analytical support
and optimizing how this work
can help their business.
Standardize
3 Analytics Remind key stakeholders of your
Process capabilities and keep abreast of
their unique challenges.
Apply Techniques
5 & Evaluate Results
Lessons Learned Knowledge Base
VIEW RESOURCE
Deployment
6 of Analytics
Program
7 Stay Proactive
Our analysts identify best practices from fast-growing companies and build
Playbooks & Toolkits, Guides & Reports, Training Courses, and Project
Templates to help you optimize your processes, add structure to your depart-
ment, and get your team punching above their weight class.
Manage your work visually with our easy-to-use platform, built for small
marketing teams by design. See what your team is working on at a glance
so you can spend less time managing projects and more time knocking
stuff off your list.
Through strategic partnerships with the AMA, ANA, and AIPMM, our
1,000+ time-saving tools & resources have become the industry standard.
Don’t start from scratch!
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