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Personalization & CRM

Personalization & activation strategy

Give every customer their own journey

Orchestrate tailor-made, omnichannel journeys based on your customer data: deliver the right message at the right time and maximize the value of your base.

They trust us+70 clients

  • L'Oréal
  • Canal+
  • Sephora
  • Chaumet
  • Renault Group
  • Salomon
  • TAG Heuer
  • Etam
  • Shiseido
  • Yves Rocher
  • Byredo
  • Jardiland
  • Hiscox
  • Fursac
  • Cegid
  • Bricomarché
  • Gamm vert
  • agnès b.
  • A.P.C.
  • Monte-Carlo Société des Bains de Mer
  • RAJA
  • Mouratoglou Academy
  • Alptis
  • OGF

The need

What you tell us

« I want to activate my segments across all my channels: personalize journeys, orchestrate my campaigns and move beyond the one-size-fits-all message sent to everyone. »
  • « I want to implement personalization »
  • « I want to activate my segments / my CDP »
  • « I want to personalize my customer journeys »
  • « I want to orchestrate my omnichannel campaigns »

Our response

  • Personalization strategy and segments
  • CDP setup and activation journeys
  • Omnichannel automation and orchestration

Use cases covered

  • Tool implementation
  • Personalization guidelines
  • Workflow analysis
  • Segmentation
  • Validation via A/B testing

The principle

Each personalization is measured against a control group

Illustration of the principle, without client data.

Each lit-up square is an experiment activated for a segment, at a point in the journey, always compared to a control group.

  • Experience activated
  • To activate
  • Groupe témoin, sans activation

Method

Our method in 5 steps

Our stance

Proof through incrementality

Each initiative is tested against a control group to measure uplift and objectify ROI.

  • Control
  • Uplift
  • ROI
Talk to an expert
  1. Step 01 : Scoping

    Identification of key audiences, prioritization of high-impact use cases and selection of the first activatable quick wins.

    • Prioritized audiences and use cases
    • Activatable quick wins
    • Inventory of data and channels
    • KPIs and incremental measurement defined
  2. Step 02 : Data Foundation

    Configuration of your segments and operational CDP flows and rigorous quality control of customer data.

    • Operational CDP segments and flows
    • Data quality control
    • Collection and consent rules
    • Channel synchronization
  3. Step 03 : Activation

    Connection of all your channels (website, email, media) and configuration of eligibility rules.

    • Connection to website, email and media
    • Eligibility and pressure rules
    • First initiatives in production
    • Control groups set up
  4. Step 04 : Automation

    Creation of your automated scenarios and CRM triggers to orchestrate a seamless omnichannel experience.

    • CRM scenarios and triggers
    • Omnichannel orchestration
    • Managing sales pressure
    • Fallback rules
  5. Step 05 : Measurement & iteration

    Performance evaluation through systematic control groups to measure real uplift and continuously adjust the use case roadmap.

    • Reading of uplift against control groups
    • Continuous roadmap of use cases
    • ROI review by initiative
    • Rollout of winners

Customer reviews

Ce qu'en disent nos clients

  • Groupe Etam

    We've been working hand in hand with the Welyft team for several months on a major transformation project for the Etam group, aimed at improving and accelerating the personalization of the customer experience across our various channels. Welyft supports us on both strategic and operational aspects, with genuine market expertise and a closeness that makes them indispensable.

    • Digital Strategy
    • Tool : Dynamic Yield

    Sophie Buresi

    CRM Factory Director

Deliverables

What you get

  • Personalization strategy

    Target vision and use case backlog.

  • Segmentation plan

    Audiences, rules and activation by channel.

  • Automation scenarios

    Documented triggers and journeys.

  • Incremental measurement

    Objectified device impact.

Who is it for?

Who is this offer for?

Tools used

  • Dynamic Yield
  • AB Tasty
  • Braze
  • Segment
  • Algolia
  • Insider
  • Retail / e-commerce with an active customer base and CRM
  • Brand in an omnichannel logic (website + email + store)
  • Sponsor: CRM Manager, Head of E-com, Customer Director

To go further

Articles by our experts related to this offer.

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Start by knowing where you stand.

Measure your maturity in a few minutes, or speak directly to an expert.