Retention Marketing Impact Assessment
We show you how to refocus your retention marketing on real impact – with clear structures, smart automation and more relevant engagement across the entire customer journey. We evolve your existing setup to increase relevance, reduce manual effort and create orchestration that scales with your business.
Impact Assessment
including a 1-day workshop
With intro call, scoping and results presentation.
4–6 participants recommended
From marketing, business, IT and data.
Clarity & focus
Scoping, measures, evaluation – no chaos.
Tailored roadmap
Prioritised and realistic
Years of Salesforce experience
Deep system expertise.
Impact Assessment
including a 1-day workshop
With intro call, scoping and results presentation.
4–6 participants recommended
From marketing, business, IT and data.
Clarity & focus
Scoping, measures, evaluation – no chaos.
Tailored roadmap
Prioritised and realistic
Years of Salesforce experience
Deep system expertise.
What you’ll gain from the Retention Marketing Impact Assessment
Automate what slows you down. Personalise what increases CLV.
✓ Analysis of current campaign and journey logic
✓ Identification of manual effort and workarounds in the setup
✓ Assessment of automation potential across the customer lifecycle
✓ Contextualisation of tools, channels, data and team interfaces
✓ Cross-team commitment across marketing, business, IT and data
✓ Concrete recommendations with solid technical grounding
✓ A compact process: scoping, 1-day workshop, results presentation
Recommended for 4–6 participants
(from roles such as: Marketing / CRM, Key User, Data Science, IT / Salesforce)
Why Digital2gether?
- Independent advice – not product-driven
We don’t work for Salesforce. We work for you. If other tools are a better fit, we’ll say so. - System expertise with a business perspective
Our consultants don’t think in features, but in impact – combining deep Salesforce knowledge with hands-on marketing experience. - Decision clarity instead of tool demos
We provide a clear view of what actually makes sense for your setup. - From analysis to execution
Our roadmaps are designed to be actionable – for internal teams, decision-makers and external partners. - Efficient and to the point
What takes weeks elsewhere, we achieve in days – with clear focus and tangible outcomes.
How we approach your retention marketing
The process at a glance
Intro call & current-state analysis
Alignment on approach, target picture and shadowing.
Scoping interviews
1:1 interviews with marketing, business, IT and data – to get a holistic view.
1-day workshop
Assess the current state, identify measures and prioritise actions.
Roadmap
Presentation of your tailored retention marketing roadmap.
“Structure instead of send-out stress.
Running campaigns well doesn’t automatically mean strong retention marketing. What’s needed is a scalable journey architecture with clearly defined triggers and modules – otherwise every new idea becomes a burden.”
– Jens Hilbrands, Senior Salesforce Consultant
“Segmentation instead of the watering-can approach.
Retention requires audiences defined by behaviour, not just demographics. Without granular segmentation, relevance is lost – and CLV potential goes to waste.“
– Lucas Hoffmann, Marketing Cloud Specialist
“Target vision instead of isolated sends.
Without a strategic framework, retention marketing quickly turns into actionism. A roadmap that connects customer lifecycle, business goals and channel logic creates clarity and impact.”
– Melanie Abel, Co-Founder & Senior Salesforce Consultant
Let’s talk about your retention marketing potential
Have questions, a specific need, or want to see if our Retention Marketing Impact Assessment is the right fit for you? In a 45-minute intro call – online or by phone – we’ll provide clarity and orientation. Directly bookable. No obligation. Straightforward.
Email:
hello@digital2gether.com
Phone:
+49 (0) 33763 2362-17