The 6 Steps to Building a Data-Driven Marketing Strategy – Photo by Lukas from pexelsTurning your customers’ data into insights is the key that unlocks personalized, impactful marketing. However, without a strategic approach, volumes of data can overwhelm more than inform. Data encompasses all the information you possess or can gather about your customers, including their names, preferences, behaviors, feedback, and more.

This article will guide you through the six essential steps to transform customer information into actionable intelligence. You will learn to collect, store, analyze, and apply data using analytics and PIM (Product Information Management) platforms like Pimcore. Following this focused data-to-insights framework will help you connect with customers more meaningfully.

Step 1: Identify Your Goals and KPIs

Establishing specific and measurable goals is your first step toward a data-driven marketing strategy. Ask yourself: What do you want to achieve? Is it increasing sales, enhancing customer retention, boosting website traffic, expanding your social media presence or something else? Align these goals with your broader business objectives, such as increased revenue or market share.

Then, identify the critical metrics or key performance indicators (KPIs) to measure your progress toward these goals. For example:

  • Number of new leads generated per month (to measure increasing sales)
  • Customer retention rate after 6/12 months (to measure customer retention)
  • Website traffic and conversion rate (to measure boosting website traffic)
  • Social media follower growth and engagement rates (to measure expanding social media presence)
  • Revenue growth year-over-year
  • Market share in your industry/category (to measure expanding market share)

KPIs serve as benchmarks to evaluate your performance. Consider partnering with a full-service marketing agency that can provide strategic guidance and is also a certified Pimcore agency. Their expertise, both in marketing strategy and implementing Pimcore can help you design comprehensive KPI dashboards to track performance against your targets. Moreover, they can continuously refine your data-driven marketing strategy based on the insight from your tracked performance.

Step 2: Collect Relevant Data

Now that you’ve set your marketing goals and KPIs, it’s time to collect the needed data. You must identify where to find relevant customer information to do this effectively. Your focus should be on sources that offer valuable insights into customer behaviors, needs, and motivations. While your customer relationship management (CRM) system typically holds a wealth of data, don’t limit yourself to internal sources. Valuable customer information can also be found on external platforms, such as:

  • Web and social media analytics
  • Point of sale (POS) systems
  • Customer service software
  • Surveys, and more.

Once you’ve pinpointed these data sources, begin collecting relevant information that aligns with your documented KPIs. Key data points to gather often include:

  • Contact details (name, address, email, phone number)
  • Demographic data (age, gender, location)
  • Transactional data (purchase history, products, prices)
  • Service History (support tickets, returns)
  • Marketing interactions (email opens/clicks, website visits)

In addition to new data, it’s essential to review your customer data to avoid duplication and identify any gaps that require attention moving forward. Gathering relevant customer data from all critical sources lays the groundwork for generating actionable insights and optimizing your marketing efforts to achieve your goals.

Step 3: Organize Your Data

Once you’ve identified and collected the needed data, it’s time to bring it into your central product information management (PIM) platform. This step is critical, not just for structuring your data to enable impactful analysis down the line.

First, work with your Pimcore platform specialist to design an intuitive data taxonomy and structure. Take time to map out how data will be categorized, tagged and organized by attributes such as:

  • Product/service types
  • Customer profiles and lifecycle stages
  • Purchase histories
  • Interests and more

Proper planning at this stage establishes the framework for how all future data will be collected and structured as your systems scale.

Once the schema is defined, carefully clean and prepare incoming data feeds. Be sure to:

  • Remove errors, inconsistencies and redundancies
  • Fill in any missing information to complete records
  • Validate data conforms to the defined structure

With clean, standardized, well-structured data now consolidated in your PIM, you’ve built a solid foundation to support impactful analytics. Over time, continue refining data through quality assurance processes to enhance accuracy and insights.

Step 4: Analyze Your Data for Insights

Now that your data is consolidated and organized within Pimcore, it’s time to unlock its value through analysis and insights.

Visualize Your Data

First, use data visualization tools to transform data into compelling charts, graphs, and dashboards. Visual formats make complex data easier to digest at a glance. Quickly identify trends, compare segments, and monitor KPIs.

Uncover Relationships

Leverage advanced business intelligence capabilities to unveil intricate patterns and correlations hidden within your datasets. Linking up data that previously lived in silos often surfaces insightful combinations. This helps discover relationships between customer attributes, behaviors, and outcomes to inform your marketing approach.

Make Predictions

Leverage statistical models and machine learning techniques to make predictions based on historical data. For example, uncovering estimated lifetime value for customer groups lets you optimize resource allocation.

Segment Your Customers

Develop customer segmentation frameworks by grouping users based on common attributes and behaviors from your unified data. Effective segmentation allows for more personalized, targeted marketing outreach.

The right analytics highlight motivations, preferences, and how to best engage each customer. You gain an insights-driven foundation for strategic marketing by continuously analyzing data from across sources.

Step 5: Put Your Insights to Work

You can only benefit from data insights if you act on them. This step is about using what you learned to improve your marketing.

First, set up systems that trigger actions based on what you’ve learned from your data. For example, if you notice that some customers might stop buying from you soon, create automatic messages or offers to keep them. Or, if you find customers who are a perfect match for what you offer, you reach out to them with special deals.

Next, use Pimcore’s flexibility to rapidly launch targeted data-driven projects. For example, you could implement a personalized email nurturing project. For this project, you would:

  1. Create automated segmentation rules or formulas that dynamically sort customers into relevant groups based on their behaviors over time. This enables unique email flows to be launched for each audience.
  2. Develop rules-based content recommendations that suggest additional products or resources to include in emails sent to customers based on what they’ve previously engaged with.

Lastly, keep checking your performance data to see what works and what doesn’t. To turn insights into results, you must be agile and adaptable to follow the story your data tells. If a strategy is doing well, do more of it. But if a strategy isn’t working as you hoped, change it quickly to make it better. This way, you’re always making your insights from data turn into actual results.

Step 6: Measure and Refine

The work doesn’t stop once your data-driven marketing engine is up and running. This final step focuses on continually tracking performance and optimizing based on insights.

Rigorously measure marketing campaign effectiveness and customer experience metrics against your defined KPIs. You can leverage Pimcore’s dashboard to monitor and assess what’s delivering results, what’s falling short, and why.

Next, aggressively refine poor-performing areas. Tweak algorithms or data inputs if they are less predictive than expected. This iterative validation, assessment, and rapid optimization process is vital to honing your data approach over time.

Lastly, appoint analysts responsible for the iterative process of validating data, assessing insights, and rapidly optimizing. Adding human oversight ensures your framework evolves with your business.


Turning data into customer insights is a journey, not a destination. Following these six steps ensures you build a strategic framework primed to extract value from data at each phase. With robust analytics and agile optimization powered by Pimcore, you gain the customer intelligence needed to refine and personalize engagement continually. Remember, data-driven marketing is an ongoing cycle—plan, build, and actively enhance it.

CodafishCodafish is a full-service digital agency with offices in Berlin, Hamburg, and Madrid. The company specializes in guiding organizations through the process of digital transformation by offering comprehensive services tailored to optimize their digital presence and products. These services include consultation, design, development, marketing, and hosting.

At Codafish, they empower their clients through proactive communication, transparency, and inclusive consulting, ensuring they deliver custom digital solutions for their client’s success. Codafish’s expertise lies in seamlessly integrating modern technologies such as Pimcore, Drupal, WordPress, and Zoho, allowing them to provide diverse digital projects, including web presences, web applications, and mobile apps.

Codafish’s commitment extends to simplifying internal workflows, streamlining data management, and ensuring efficient content maintenance, which enables organizations to manage their digital operations independently. Codafish strives to be the exclusive partner for all things digital, streamlining strategy development, web design, and online marketing for businesses. To learn more, visit or connect with us on Facebook and LinkedIn.


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