Your Ultimate Checklist for Identity Partnership Success
Invest in a partner that meets your requirements … and exceeds your expectations.
Accurately identifying and understanding your audience is paramount for effective marketing and engagement strategies. An identity resolution partner can bridge the gap by consolidating fragmented data into cohesive and actionable profiles. This checklist aims to guide you through the essential capabilities to look for in a potential partner.
Using the checklist ensures the partner offers robust identity resolution, a scalable and accurate identity graph, secure anonymized profiles, reliable deterministic data and a frequent data refresh. By carefully evaluating these criteria, you can select a partner that enhances your data integrity, compliance and overall marketing effectiveness.
Identity Resolution
Choose an identity resolution expert that meets these essential criteria:
Accuracy: Using advanced algorithms to accurately match and merge disparate data points across various sources.
Coverage: Resolving identities across multiple channels and touchpoints (online and offline).
Cross-Device Matching: Linking identities across different devices and platforms.
Anonymized Profiles
Ask your prospective partner how they keep data safe with these methods:
Privacy Compliance: Complying with regulations such as FTC, State consumer privacy laws, and HIPAA.
Data Security: Safeguarding data with robust encryption and data protection measures. Data Utility: Using algorithms to ensure data remains useful and actionable for analytics and marketing purposes.
High-Quality Data
Know where your identity partner is getting their data and how it is managed to ensure:
High-Quality Sources: Accessing reliable, first-party data sources to provide accurate and definitive identity information.
Verification: Using stringent verification processes to ensure the authenticity and accuracy of deterministic data.
Compliance: Ensuring deterministic data collection and usage complies with relevant regulations.
Accurate and Scalable Identity Graph
You need to be able to adjust your campaign efforts to meet changing needs. Choose a partner who is well-versed in:
Comprehensive Data Integration: Integrating data from diverse sources (CRM, transactional data, social media, etc.) to create a unified identity graph.
Scalability: Supporting an infrastructure that handles large volumes of data, which can scale with the organization's growth.
Data Enrichment: Having capabilities to enrich an identity graph with additional data points for a more complete view.
Maintenance: Offering regular updates and maintenance to ensure the identity graph remains accurate and up to date.
Additional Considerations
Don’t skimp on your requirements. Get the best identity solutions on the market by ensuring:
Interoperability: The solutions are compatible with your existing systems and can be easily integrated without extensive modifications. Check for API availability and support for seamless data exchange.
Support and Service: High-quality customer support includes sufficient availability, response times and expertise. Look for partners that offer training, documentation and ongoing assistance.
Reputation and Experience: The partner has a strong reputation in the industry. Seek out case studies or references and assess their experience and expertise in identity resolution and related technologies.
Customization: Solutions can be customized to meet your specific needs and requirements. Look for flexibility in their offerings to adapt to your unique business processes and objectives.
Cost: The total cost of ownership includes initial setup, ongoing maintenance and potential scaling costs. Evaluate the return on investment by comparing the benefits of accurate identity resolution against the costs.