Symplify Audit

As a certified Symplify partner, we help companies and organizations optimize their use of the platform to create better customer experiences, increase engagement and improve conversions.

Through a Symplify Audit, we analyze your processes, automations and data quality to ensure you get maximum value.

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Our Symplify Audit ensures you get maximum value from the platform by:

Reviewing and optimizing your flows - We'll ensure your automations create a seamless and engaging customer experience.
Streamlining with smart triggers - Automation that saves both time and resources, without compromising on quality.
Maximize platform potential - We ensure you use the right tools and modules for best effect.
Long-term sustainability - Customizations that not only solve short-term needs, but also build a scalable strategy.
Data quality and relevance - We'll analyze, clean and structure your data for more accurate communication.
Compliance - We review your processes and ensure they are comply with current data protection laws.
Business value in focus - We identify and implement measures that give you direct results.
Optimized Journey Flows - We help you structure and improve your automations for a better customer experience.

Maximize the value of your investment

Situation analysis: The first step towards effective marketing
To optimize your use of Symplify, we analyze your current campaign flows, segmentation strategies and automations. We identify manual steps that can be replaced with dynamic triggers and review how data and analytics are used to maximize engagement and conversions.

Customizations that deliver business results
A well-configured Symplify ecosystem should automate workflows and minimize administration, support data-driven decisions through advanced segmentation and analytics, optimize the customer journey through personalized and cross-channel communication, and ensure data quality through structured management and cleansing. We help you identify optimization opportunities that create business value and long-term success.

Why a Symplify Audit?

Over time, your Symplify setup can become complex and inefficient, leading to reduced relevance in your communications, lower engagement, and increased costs. Without regular review, the system can become unmanageable, limiting your ability to use data effectively to create personalized and optimized customer experiences.

A Symplify Audit will help you identify bottlenecks, optimize processes, and ensure the platform truly supports your business goals, enabling scalable and data-driven marketing.

What is included in a Symplify Audit?

Platform health

Review of your Symplify setup
Optimization of account structure and data model
Review of event tracking and data collection

Data quality

Identification and management of duplicates
Standardization of data fields and validation rules
Automated data quality checks

Automation

Review of Customer Journeys
Streamlining campaigns and segmentation
Performance analysis for delivery and engagement

User experience

Role and authorization management
User behavior and adoption level
Customized dashboards and reports

Integrations

Existing integrations with other systems
Redundant or inefficient apps
Seamless data consistency between systems

Security and safety

GDPR and security controls
Access logs and user permissions
Risk analysis for data exposure