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Data tracking guide and templates

Wondering what customer data your team needs in your customer engagement tools in order to create a personalized customer experience?

Access our guide for data tracking best practices, plus pick a template to plan or audit your existing data plan.

Data tracking guide and template example

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“What really makes stand out is your focus on data. You make it easy to get the data we need, whether it’s sending it in or getting it out. The cherry on top is we can leverage our data to dynamically personalize our segmentation efforts and messaging.”

—Marc Messer, Director of Digital Marketing, Soundview Communication,