Blog | Insider One
2026-03-06 17:06 Diff
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Be unstoppable: Insights, ideas, and inspiration

Your go-to hub for growth playbooks, breakthrough strategies, expert perspectives, and bold thinking. Plus, explore best practices from the Insider One platform to drive growth, move faster and win more.

Be unstoppable: Insights, ideas, and inspiration

Your go-to hub for growth playbooks, breakthrough strategies, expert perspectives, and bold thinking. Plus, explore best practices from the Insider One platform to drive growth, move faster and win more.

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9 min

MCP Server: Conversational Analytics

Introducing Insider One MCP Server: Conversational Analytics with Built-In Guardrails As AI continues to transform the operations and workflows of marketing and customer engagement teams around the world, one of the biggest shifts is in data access. Teams are tired of navigating dashboards, stitching together reports, or translating metrics into meaning. Teams need simpler, more direct ways to get answers to their questions; they want to ask real business questions in plain language and get immediate, clear answers, powered by live data, not static snapshots. Today, we are excited to introduce Insider One MCP Server, which unlocks a more natural, conversational way for marketers to explore performance across channels, while maintaining the governance and accuracy required in enterprise environments. What is an MCP Server (Model Context Protocol Server)? Model Context Protocol (MCP) is an open standard that defines how AI systems connect to external platforms to retrieve context such as metrics, summaries, and structured analytics data. Instead of giving AI tools broad system access or relying on custom, loosely defined APIs, MCP establishes a consistent interaction model: AI systems request specific well-defined context Platforms return structured, machine-readable responses Permissions and access scopes are enforced by default This approach makes AI-driven interactions more predictable and reliable. AI systems work with structured analytics context rather than trying to interpret interfaces or unstructured data. MCP is also intentionally non-invasive. It focuses on access to insight, not execution. AI systems can understand what is happening, but they cannot take actions or make changes. How does Insider One MCP Server work? Insider One MCP Server acts as a secure analytics interface for AI systems. When an AI system connects via MCP, it interacts with raw analytics data, calls a curated set of read-only analytics functions designed to answer all performance questions, and offers insights. A typical flow looks like this: An AI system submits a question in natural language. For example: “How did email and SMS campaigns perform last week?” Insider One maps the request to predefined analytics functions: These functions cover campaign summaries, channel metrics, and performance trends. Governance is applied automatically: Existing roles, permissions, and access controls remain fully in effect. Structured results are returned: The AI system receives accurate, machine-readable insights grounded in real Insider One analytics. Insider One MCP Server is purpose-built for analytics and insight discovery, which allows teams to: Quickly understand performance across channels  Reduce reliance on dashboards and exports Remove developer dependencies for raw data exports By exposing a carefully scoped set of analytics functions, Insider One ensures that responses are reliable, interpretable, and aligned with how performance is measured across the platform. MCP does not allow campaigns to be launched, configurations to be changed, or customer data to be modified, allowing marketers to retrieve relevant insights while maintaining appropriate safeguards. Which Agentic or Generative AI systems can connect to Insider One MCP Server? Insider One MCP Server is AI-client agnostic. Any AI system that supports the MCP standard can connect to Insider One and request analytics context, including ChatGPT, Claude, Cursor, VS Code, and more.  This includes: AI assistants and copilots used for analysis, planning, or reporting Custom AI agents built by engineering or data teams AI workspaces used for experimentation and prototyping Because MCP access is read-only and governed, these systems can safely query analytics without impacting live campaigns or configurations. If an AI system supports MCP, it can integrate with Insider One. What you can do with Insider One MCP Server Once MCP is enabled, teams can use natural language to explore analytics across Insider One. Common use cases include: Identifying top-performing campaigns Comparing channel engagement over time Reviewing performance trends across periods Creating your own reporting dashboards MCP translates these questions into structured analytics queries and returns results that are easy to interpret and act on. This makes Insider One MCP Server especially useful for marketers, product teams, and leaders who want faster access to performance insights without adding complexity to their workflows. Getting started with Insider One MCP Server Getting started with MCP in Insider One is straightforward: Configure MCP access using your Insider One credentials Register Insider One as an MCP server in your AI system Begin querying analytics using natural language Once connected, MCP becomes another way to interact with Insider One analytics, without introducing new tools or workflows. 👉Interested to learn more? Explore Insider One Model Context Protocol Server documentation in the Academy.

Muharrem Derinkok

23 Dec 2025

4 min.

Insider One Native Integration with Shopify Markets

Insider One Announces Native Integration with Shopify Markets Why Shopify Markets matters for global ecommerce teams Shopify Markets allows brands to manage multiple regions, currencies, languages, and domains from a single Shopify store. For global ecommerce teams, this simplifies storefront operations, but for marketing teams, could introduce complexity across how to activate and manage customer data, product catalogs, pricing, and stock, as part of customer journeys and marketing programs.  Without a native integration between Shopify and your MarTech stack, teams often rely on manual feeds, custom scripts, or fragmented setups to align campaigns with the correct market context. This creates operational overheads and increases the risk of showing the wrong products, prices, or languages to customers throughout the customer journey. What the Insider One and Shopify Markets native integration delivers Insider One now integrates natively with Shopify Markets. This enables brands using Shopify Markets users to connect their multi-market setup directly to Insider One with one click – no custom workarounds or manual configurations required. With this native integration, market structures defined in Shopify are reflected inside Insider One. Product catalogs, users, purchases, pricing, stock availability, and locales are aligned at the market level. Teams can manage all markets from a single Insider One panel while preserving the integrity of each local experience. How market-aware data works in Insider One Market-level catalog and locale structure When Shopify Markets is connected, Insider One automatically creates market and locale-specific catalog structures based on the Shopify configuration. Each market and language combination is mapped consistently across products, users, and purchase data. This structure ensures that campaigns, recommendations, and customer journeys reference the correct products, descriptions, currencies, and availability for each market, automatically.  Pricing, currency, and stock accuracy by market Pricing and currency information are synced as defined in Shopify Markets. Stock availability is mapped per market and fulfillment setup. This helps ensure that products are promoted only where they are available and at the correct price for that region. Temporary differences caused by exchange rate updates or storefront changes are resolved through ongoing syncs, maintaining alignment between Shopify and Insider One. What this enables for marketing and CRM teams Market-personalized segmentation Teams can build segments using locale and market attributes, such as language and country combinations. This allows campaigns to target customers with the correct catalog and market context without duplicating integrations. Localized journeys and recommendations Journeys, email recommendations, and on-site experiences can be tailored by market. Customers see content in their language, currency, and with accurate stock availability based on their location. These use cases are enabled by the underlying market-aware data foundation rather than manual campaign logic. Operational benefits for global ecommerce organizations The native integration reduces integration complexity and increases time to value by replacing manual feeds, frontend scripts, and fragile workarounds. Teams manage all markets through a single Insider One instance while maintaining clear separation between regions. This approach supports scalability as brands expand into new markets, without reworking the core integration each time. Who should use the Insider One x Shopify native integration? This integration is designed for ecommerce brands operating across multiple countries and regions using Shopify Markets. It is particularly relevant for Ecommerce, CRM, Digital Marketing, and Customer Engagement teams responsible for localization, personalization, and lifecycle campaigns across global audiences. If you’re looking to scale anywhere and everywhere, then using Shopify and Insider One will help ensure your customer engagement and store can flex to fit every market. How Insider One compares in the Shopify Markets ecosystem Shopify Markets support is an emerging area across in the ecosystem. Other platforms, such as Klaviyo, have recently introduced similar capabilities. Insider One’s approach focuses on a native, workflow-level integration that aligns market structures directly within the platform experience, reducing operational overhead for enterprise teams. See Insider One’s Native Integration with Shopify Markets in Action The Insider One native integration with Shopify Markets support is available for existing customers. Once connected, Insider One can process active region-based markets and syncs catalog, user, and purchase data according to Shopify’s configuration, available from one panel, for use across your different customer touchpoints and journey orchestration.. 👉 Request a personalized demo of Insider One today to learn more about setup requirements and supported use cases, speak with your Insider One team, or explore the product documentation. Insider One brings everything marketing and customer engagement teams need in one place to reach their peak potential and become unstoppable. Get started with Insider One and Shopify Markets Ready to get started? Find more information on the integration over in the Insider One Academy.

Chris Baldwin

3 Feb 2026

9 min

Migrate from Oracle Marketing Cloud  to Insider One in 4 Easy Steps

While the challenges of migration might be temporary, the pain of staying with a provider that no longer serves you will only intensify over time.  Marketing teams frequently complain that using Oracle Marketing Cloud feels unnecessarily complex, prohibitively costly, and frustratingly restrictive.  Oracle’s big promises often remain unmet, leaving you stuck in a cycle of inefficiency, sky-high costs, and endless reliance on IT teams for basic operations. Eventually, the cracks in this legacy system grow wider—holding back your marketing potential, frustrating your team, and alienating your customers’ needs.  At Insider One, we believe that marketing teams deserve better, and are on a mission to prove that migrating from Oracle Marketing Cloud doesn’t need to feel like an uphill battle.  With our streamlined processes, dedicated migration team, and Automatic Migrator Wizard, we’ve transformed what used to be a dreaded process into a stress-free transition.  This guide will walk you through the steps for a smooth and disruption-free migration from Oracle to Insider One. But before that, let’s understand what’s driving so many marketers to break free from Oracle Marketing Cloud. Why are more marketers switching from Oracle to Insider One? Most users complain about Oracle’s struggle to deliver a cohesive, interruption-free experience. This is something 75% of customers expect from most brands. Its fragmented suite—Responsys for email and SMS, Infinity for analytics, and CX Audience for segmentation—operates in silos, requiring separate purchases, intricate integrations, and constant maintenance. Adding to the frustration, Oracle’s JAVA-based architecture often creates barriers between marketing and tech teams, which further slows processes.  Users frequently report a lack of user-friendly interfaces, forcing them to navigate complex systems that drain resources and escalate costs.  The outcome? With costs spiraling out of control and operational headaches piling up, you find yourself stuck in an endless cycle of fixing broken systems instead of launching campaigns. What’s worse, these inefficiencies don’t just waste time, they risk delivering disjointed, frustrating experiences that push customers away and erode trust. Insider One solves these challenges head-on. Whether it’s Email, SMS, Push notification, analytics, or customer data management, Insider One supports every channel natively to help you deliver cohesive experiences that keep customers engaged.  That too with no hidden fees, no patchwork systems, and no complexity.  Insider One’s flexible integrations and user-friendly setup ensure your entire team, from marketing to tech, can work in harmony.  Our customers frequently highlight the difference Insider One makes: “We’ve been working with Insider One for more than a year now. What we really liked most about them was their team who supported us throughout the integration and implementation process. Their team has consistently provided us with the support that we needed.”                                                                                                                                      -  Maria Paula Valencia Gonçalves 6 Reasons Marketers are Moving to Insider One Find out why marketers like you are choosing Insider One to drive exponential long-term benefits for their business. Lower Total Cost of Ownership (TCO) Oracle requires multiple add-ons, each comes with separate costs that make it a complex and expensive martech stack. On top of that, Oracle's pricing structure often includes hidden fees. The lack of transparency makes budgeting unpredictable. Their reliance on separate tools and IT-heavy processes drives up the total cost of ownership (TCO), making it harder to scale efficiently. As a marketer who’s always under pressure to demonstrate ROI, you might find these unplanned costs to be a significant roadblock to achieving goals.  Insider One stamps out these challenges with an all-in-one platform that simplifies operations and reduces expenses.  Unlike Oracle, our pricing model is completely composable which means you only pay for the tools and services you truly need.  Discover the power of Insider One — explore our interactive product demos now. Advanced Personalization Features Oracle offers basic personalization features, but these often require significant technical expertise to implement and are limited in scope. Its fragmented system of disconnected tools makes creating a cohesive, personalized customer experience a challenge.  The lack of integration means you face additional costs and complexity when unifying data and delivering tailored campaigns effectively. In contrast, Insider One simplifies and elevates personalization with a unified, all-in-one platform. By aggregating customer data from diverse sources including CRMs, CMSs, analytics tools, and even offline systems, Insider One creates a single, centralized customer database.  This holistic view provides you with deep insights into behaviors, preferences, and touchpoints to help you deliver personalization that feels truly effortless. But Insider One doesn’t stop there. Our platform uses advanced AI to predict customer behavior, such as their likelihood to purchase, churn risk, or potential spending power. These predictive insights allow you to take proactive action, orchestrate customer journeys, and drive better results. Smooth Implementation Oracle Marketing Cloud promises enterprise-grade marketing solutions, but its implementation process leaves you with unmet desires. Most Oracle users report long wait times, inconsistent account management, and minimal hands-on support.  As per their experience, migration and onboarding are often protracted and resource-intensive, forcing teams to navigate the complexities largely on their own. This approach not only delays time-to-value but also leaves you struggling to use the platform effectively. Whereas, Insider One has redefined the implementation experience with its Zero Frustration Philosophy to ensure a smooth and stress-free transition.  Our Automatic Migrator simplifies transitions, enabling secure, fast data migration and campaign setup without the usual technical hurdles. Instead of relying on scattered resources or IT-heavy integrations, Insider One’s streamlined process minimizes complexity and equips teams to hit the ground running. As one Insider One partner shared: “The implementation process was incredibly smooth. Their team supported us at every step, leaving no questions unanswered.”           - Digital Marketer, BFSI Brand Intuitive and Modern User Experience Oracle’s platform often demands significant training and technical expertise that further diminishes productivity and agility.  Insider One, on the other hand, redefines what a marketing platform should be. With a modern, intuitive interface, Insider One empowers you to take control of your entire marketing stack independently, without needing constant support from IT teams. Insider One provides a library of over 100 pre-made templates tailored for numerous industries, use cases, and metrics.  This allows you to launch campaigns that are both impactful and brand-consistent without needing a single line of code. By streamlining processes and enabling faster rollouts, Insider One ensures your team can focus on creativity and strategy rather than operational hurdles. Native Support for Emerging Channels Engaging users in two-way conversations through conversational messaging is more important than ever. With Insider One's native support for over 12 channels—including WhatsApp, SMS, App Push, Email, Web, and Mobile App—we lead the way in delivering seamless omnichannel campaigns. Oracle, on the other hand, falls short in this area. It relies heavily on disconnected tools that require additional integrations and resources. As a result, you get a fragmented infrastructure that limits scalability and diminishes the impact of omnichannel efforts. Insider One eliminates this frustration by integrating your preferred channels into a single, unified platform, which eliminates the need for multiple vendors or patchwork solutions. This cohesive setup empowers you to craft fluid, real-time experiences that keep customers engaged. Best-in-Class Support and Faster Time to Value One of the biggest frustrations Oracle users report is the lack of reliable customer support. Long wait times, inconsistent responses, and impersonal assistance often leave users stranded and forced to navigate complex issues on their own. For many, this results in underutilizing Oracle’s tools, limiting their capabilities to basic functions rather than using the platform for advanced automation or personalized marketing strategies. That’s what you don’t experience with Insider One as we provide a proactive and comprehensive support system that guarantees the quickest time to value from day one.  With dedicated onboarding resources, tailored training sessions, and local expert support, we ensure your team has everything it needs to adapt quickly and thrive on the platform. Here’s what one of our customers had to say about our support team: “We met with a lot of different companies before working with Insider One, but no support team came close. Insider One’s support team is attentive, has global experience and also local expertise, which is exactly what we needed. In addition to this, the technology is easy to use and integrate and meets all of our needs. We can say that Insider One won our hearts as the best platform with the most amazing team.”  4 Key Stages of Migrating to Insider One Here’s our simplified process to transition you from Oracle Marketing Cloud  to Insider One, built on our expert team’s deep experience in managing smooth and successful migrations: Evaluation The migration journey begins with a comprehensive evaluation of your current Oracle setup. Our team collaborates with you to assess your data, campaigns, workflows, and overall objectives.  Together, we pinpoint challenges with Oracle’s fragmented infrastructure and outline clear goals for your migration to Insider. This step involves aligning with key stakeholders to define KPIs, prioritize business-critical needs, and map out a tailored migration plan. By establishing clear milestones and strategies upfront, we lay the groundwork for a seamless transition. Inventory: Next, we conduct an extensive audit of your Oracle data, messaging templates, user profiles, and campaign assets.  Oracle’s fragmented tools often lead to scattered and redundant information. However, our process is designed to clean, de-duplicate, and optimize your data. Using Insider One’s APIs, we securely ingest all relevant data into our platform without manual data transfers or downtime. This phase isn’t just about moving assets; it’s an opportunity to streamline and align your resources with Insider One’s advanced personalization capabilities, setting the stage for a more efficient marketing strategy. Workshop: Once the foundation is laid, we hold a workshop with your IT and marketing teams to craft an optimal migration architecture. Our migration specialists and technical experts work closely with your team to: Map out data flows and troubleshoot potential integration challenges. Redefine your campaign workflows to align with Insider One’s intuitive platform, leveraging new capabilities to simplify complex processes. Create a detailed migration timeline with clear priorities, ensuring every step is aligned with your business goals and avoids unnecessary delays. This collaborative process ensures that your migration blueprint is not only thorough but also tailored to your unique needs. Migrate: From securely transferring your data and campaigns to activating critical channels and workflows, our dedicated migration team ensures friction-free data ingestion while maintaining data integrity. Comprehensive testing is conducted at every stage to guarantee that all systems are functioning optimally.  The cherry on top? With Insider One’s support, your team will experience minimal disruption, allowing you to focus on launching impactful campaigns without delays. Ready to make the switch to Insider One? Sticking with Oracle’s fragmented infrastructure comes at the cost of slow growth, escalating expenses, and a frustrating lack of adaptability. You can't build the future using tools of the past. Explore Insider One’s features first-hand with our self-guided videos. Or, connect with one of our Oracle Migration Specialists by booking a demo. Is the migration anxiety still holding you back? Tune in to our “The Migration” playlist to help you tame the fear.

Muharrem Derinkok

13 Jan 2025

10 min.

Marketing Technology Migration – The Ultimate Guide

The prospect of migrating to a new marketing technology platform can feel daunting—not to mention the personal risk involved. But, if you’re not getting what you need from your existing vendor—whether that's because you need access to better capabilities and support, want to consolidate your tech stack, or drive more ROI and revenue—it’s probably time to think about switching. The thought of this, though, is likely making you feel overwhelmed.  You’re not alone.  Our ultimate guide is here to cut through the noise and help you confidently migrate from one vendor to another. We’ll show you how to find the perfect provider for your brand, breeze through the transition with zero downtime, and get your team running at full speed—fast. Switching platforms can seem risky and daunting, but if your current vendor isn't delivering—whether you’re craving better capabilities, aiming to simplify your tech stack, or needing to boost ROI—it’s time to make a change. The truth is that marketing migration challenges often keep marketers stuck with outdated solutions that no longer serve them. In fact, fewer than 4 in 10 marketers have navigated a full tech transition before. At Insider One, we’re on a mission to help brands break free from clunky, multi-point solutions and migrate marketing solutions as painlessly as possible.  If your current platform feels sluggish, outdated, or isn’t cutting it anymore, consider this your sign: martech migration isn’t inevitable—it’s a crucial part of staying competitive. The good news is that re-platforming doesn't have to be stressful. With the right partner, the whole experience can be quick and easy. We’re talking minimal effort, zero downtime, and the quickest time to value. Yes, we’re serious. This is migration as it should be. "At Insider One, we believe migration shouldn’t feel like a leap into the unknown. We’ve redefined the migration process to be as it should be – fast, frictionless, and focused on immediate results. Our goal is simple: to empower brands to break free from outdated solutions and unlock their full potential with zero downtime and maximum impact." — Serhat Soyuerel, Co-Founder and CRO of Insider One Thinking about making the move? You’re in the right place. This guide will walk you through everything—from selecting the best new provider to executing a flawless transition. Plus, we’ve included a list of must-ask questions for your new vendor—no email required. (Want to skip straight to the template? Click here.) Let’s dive in! Reasons to consider a marketing technology migration Our research reveals that brands considering a migration typically list the following as their top reasons: Improving efficiency and productivity (67%) Reducing the total cost of technology ownership (52%) Staying competitive in the marketplace (48%) With so much on the line, don't let the fear of migration hold your team back.  Based on feedback from brands that have already made the switch to Insider One, here are the most common reasons why more brands are looking to migrate: You want access to the latest technology and capabilities 70% of the software used by Fortune 5000 companies was developed more than 20 years ago.  While many businesses continue to rely on these legacy systems due to concerns about cost, time, and risks such as data loss or downtime, sticking with outdated technology can seriously impact your marketing team's performance. Marketers have enough to worry about, without concerning themselves if their solution provider is at the cutting edge of what is technologically possible. From managing budgets, coming up with new campaigns, reporting to senior management, and thinking of how to contribute more to growth - the innovative roadmap of your technology vendor should not be a concern - it should be a given. The last thing they should worry about is whether their tools are keeping pace with the demands of modern marketing. Innovation shouldn't be an added concern when selecting a solution provider; it should be a given.  You need a partner with a proven track record and a clear roadmap for the future. Insider One is a great example of a forward-thinking platform.  Gerry Murray, Research Director of Marketing and Sales Technology at IDC, remarked, "The big names in the market no longer hold a decisive technological advantage. Platforms like Insider One are either at or above technical parity with conventional solutions, proving that the group of disruptors is now competing toe-to-toe with traditional players." We’ve achieved the top score of 98/100 for our visionary product roadmap, with G2 users expressing confidence that our product development is on the right track. Additionally, we’ve earned a perfect satisfaction rating of 100/100, with over 96% of our users willing to recommend our platform to others. “We were impressed with Insider One’s commitment to innovation. Moreover, its global footprint allows us to have a consistent experience globally. Insider One’s product suite is robust.”Director - Global Marketing Office at Samsung You want to increase productivity and efficiency Technology is essential for delivering outstanding customer experiences. Therefore, your marketing platform should be designed to boost efficiency and productivity, not hinder it. When selecting a vendor, prioritize those who have a strong background in AI and the scalability to grow with your business needs. By leveraging the combined power of generative, predictive, and conversational AI, you can uncover new revenue opportunities and significantly scale your marketing efforts.  Some popular use cases include: Automate Routine Tasks: Streamline processes that typically consume 60% of a marketer's time. This way, your team can focus on more strategic initiatives. Create Marketing Campaigns and Content: Create segments, customer journeys, and content—eliminating the traditional trial-and-error phase. Optimize Customer Journeys: Design cross-channel customer journeys with the highest probability of success. Additionally, eliminate the need for complex copywriting—AI can craft compelling email subject lines and engaging content from simple input. Sirius AI™ automatically tailors messages to each channel and desired outcome. Take Insider One, for example. Our groundbreaking updates in Sirius AI™, the world’s most comprehensive AI solution for Customer Experience and Marketing, empower brands to achieve higher productivity while driving increased revenue and ROI. “For many brands, achieving true personalization – a totally unique experience per person – remains a challenge. This is largely caused by unmanageable workloads and the amount of manual effort required to execute customer journeys. That’s why we developed Sirius AI™, to alleviate marketers of these challenges at every level of customer journey creation.”Hande Cilingir - Co-Founder and CEO at Insider One You need to maximize cost efficiency and demonstrate ROI Over time, brands that rely on outdated technologies risk accumulating tech debt, significantly hindering their marketing operations. However, the challenge isn’t just about eliminating tech debt or cutting costs tied to outdated or redundant technologies.  Marketing leaders are constantly pressured to drive growth, with revenue growth often cited as the #1 priority. This means marketing leaders must choose vendors with a solid track record of delivering the specific growth their company needs. Many tech platforms fail to meet expectations because of a fundamental mismatch between a brand’s growth goals and the platform’s capabilities.  For instance, if your objective is to increase revenue and profitability, focusing solely on new customer acquisition might not be the best strategy. Our research shows that a 5% increase in customer retention can boost profits by up to 75%, as existing customers are 50% more likely to try new products and spend 31% more on average than new customers. In this scenario, the marketer should seek a solution provider with expertise in enhancing customer lifetime value, repeat purchase rate, and long-term engagement. At Insider One, we help brands see results faster—on average, 3X quicker —than other solutions, according to independent user reviews on G2. By streamlining your tech stack and eliminating unnecessary vendors, you’ll not only save money but also accelerate your marketing performance. “Insider One is a leader in non-traditional channel marketing which offers us new ways to engage with our customers across all channels. Instead of rigid calendar-based campaigns, our experiences are now as unique as our customers. Since partnering with Insider One, NA-KD’s CLTV increased by 25% and we achieved 72X ROI in just 12 months.”Head of CRM - NA-KD Customer support is slow and unreliable Lack of customer support is frequently cited as one of the main barriers to a brand's success in realizing the value of its martech investments. 7 out of 10 customers said they’d stop doing business with a company due to a poor experience. Conversely, 91% of customers say they’re more likely to make another purchase after a great customer service experience.  If your current vendor isn’t meeting your expectations, it’s time to evaluate your options.  When migrating to a new solution, remember that you’re not just choosing a platform—you’re also investing in the team that supports it. The quality of service from engineers, account managers, and customer support is just as important as the platform’s features. No matter how advanced a platform is, its effectiveness is directly tied to the team backing it.  Poor customer support is one of the most common barriers brands face when trying to maximize the value of their martech investments. That’s why it’s important to have a responsive and knowledgeable support team in place to help you get the most out of your technology. Insider One provides 24/7/365 around-the-clock support and has a presence in 20+ countries. Our account management and customer support set-up ensures you get access to local experts with global expertise. Our team is always available to offer guidance during implementation and beyond. “We met with a lot of different companies before working with Insider One, but no support team came close. Insider One’s support team is attentive, has global experience and also local expertise, which is exactly what we needed. In addition to this, the technology is easy to use and integrate, and meets all of our needs. We can say that Insider One won our heart as the best platform with the most amazing team. 80% of my work is with Insider One’s email solution.”Marketing Director - Telecom Industry IT dependency is slowing you down Marketers shouldn’t have to depend on IT or development teams to launch campaigns or test and optimize. These departments have their own priorities, which can delay your marketing efforts.  For instance, a marketer should be able to set up a campaign segment without relying on an IT resource to pull data for them. Suppose your campaigns hinge on Jira tickets with IT. In that case, you’re probably not moving fast enough to keep up with your audience needs and you’re spending a lot of unnecessary time in operational bottlenecks.  Your marketing platform should empower your team to take control of your campaigns, which can further reduce the need for constant technical assistance.  Insider One was built with this exact need in mind. Our platform operates on a unified data layer that combines user-friendliness with the flexibility to meet the needs of businesses of all sizes.  With drag-and-drop editors and a vast library of customizable templates designed for different industries, goals, and use cases, Insider One makes campaign creation and management a breeze. We’re also dedicated to helping you succeed independently.  Through Insider One Academy and our comprehensive help resources, you’ll gain the tools and knowledge to maximize the platform's potential without relying on IT teams.  You’re juggling too many systems Today, enterprises use an average of 91 cloud-based marketing services.  The result? Confusion and inefficiency.  In fact, over one-third (35%) of marketers use multiple technologies that don’t integrate well.  This leads to more vendors to manage, a growing number of budget line items, increased confusion, and higher waste. You're not alone if your martech stack feels overwhelming and you struggle to simplify it. Many face the same challenge and seek solutions to make their systems more manageable and effective. For many of our customers, the greatest value of working with Insider One lies in our ability to simplify and consolidate their marketing efforts.  This has an impact on customer experience, too. Many brands struggle to personalize their communications because their customer data is stuck in silos—scattered across emails, CRMs, and various point solutions.  Insider One solves this by facilitating a seamless data migration process, collecting all relevant customer data from across your enterprise and bringing it together in one unified platform. This allows you to finally use that data to its full potential and create truly personalized marketing experiences. “Insider One's Customer Data Platform (CDP) is also the best in the business as it is able to capture siloed user data from these different channels and bring them to one central location for us to draw insights and act on it to create engaging personalized cross-channel experiences.”Coco L - Marketing Consultant For companies like rapidly growing European fashion brand NA-KD, consolidating their disjointed tech stack into Insider One’s unified platform provided them with a 360-degree view of every customer.  The result? A 25% uplift in customer lifetime value (CLTV) and a 72x return on investment within just 12 months. How to avoid common mistakes and have a successful migration  Even with the most careful planning, effective communication, and thorough testing, marketers can face challenges during the migration process, usually caused by their technology provider.  These include: Lack of proper support: Many SaaS providers fail to offer the necessary guidance and resources during a migration, leaving your team to figure out complex systems independently. Without adequate support, even small issues can turn into major disruptions, which can bring down the entire process, leading to costly downtime. Inadequate data handling: Data migration from one system to another is tricky, and when your provider doesn’t handle this properly, it can result in data loss, corruption, or incomplete transfers. This not only delays your marketing efforts but can also harm customer relationships if vital information is lost or compromised. Integration failures: One of the biggest pain points during migration is ensuring that the new platform integrates seamlessly with your existing tools and systems. Otherwise, it can lead to system breakdowns, data silos, and additional manual work for your team. Overpromising and underdelivering: Some providers may promise an easy, fast migration but fail to deliver on that promise. This can result in extended timelines, unexpected costs, and a frustrating experience for your team, ultimately leaving you with a system that isn’t fully functional or properly aligned with your needs. Unexpected disruptions: Even with careful planning, there’s always the risk of unplanned disruptions during migration. These could range from downtime during peak hours to operational delays that impact customer engagement. Providers that don’t take the time to properly assess your unique needs often overlook these risks, leaving you to deal with the fallout. To avoid these common mistakes, choose a partner that offers full support throughout the migration process, from initial planning to post-migration troubleshooting.  Insider One’s migration commitment promises marketers confidence, simplicity, and assurance at every level.  See why top brands trust Insider One — try our product tours at your own pace. However, at the same time, it’s important to prepare internally for the migration. Here’s how: 1. Establish the team and stakeholders Assemble a dedicated migration team with clear project owners for each department—whether it’s IT, security, CRM, or marketing.  Each project owner should be accountable for their team’s specific responsibilities during the migration and ensure tasks are completed smoothly and on schedule. For example: IT: The IT project owner will manage the technical aspects. Like system integrations, data migration, and minimizing downtime. Security: The security lead will be in charge of data protection. He/she will make sure that compliance is maintained and safeguard against vulnerabilities during the migration. CRM: The CRM project owner will handle customer data migration. He/she will make sure all profiles, segmentations, and histories are transferred accurately. They’ll also be responsible for all data migration project steps and data migration project tasks.  Marketing: The marketing owner will ensure that campaigns, assets, and workflows move smoothly to the new platform without disrupting ongoing efforts. Also, escalation points should be established within each team. These are designated contacts who will quickly respond to any issues that arise during the migration process.  Should any challenges emerge—whether technical, security-related, or data-specific—the escalation points will step in to resolve the issues promptly. Helping you prevent delays and disruptions. 2. Set goals and priorities Establishing clear goals at the start will guide your migration process and keep your team focused on what truly matters.  To define these goals, ask yourself targeted questions that directly relate to the migration: What do we need to achieve with this migration?(e.g., Minimize downtime, improve system performance, enhance security, streamline workflows.) Which areas of our current system are causing the most pain?(e.g., Slow response times, frequent outages, lack of integration, poor user experience.) What key business functions must be up and running immediately post-migration?(e.g., Customer service, order processing, data analysis.) What KPIs and metrics will define success?(e.g., Less than one hour of downtime, zero data loss, improved system speed, higher user satisfaction.) Which specific campaigns and programs do you need to execute and in what timeframe as part of migration (such as onboarding, abandoned cart recovery, or year-in-review messages) and are essential for you to execute successfully to meet your business objectives? What is your target budget for a new platform? Once you’ve defined your goals, prioritize the data migration project steps based on the impact they have on your business operations.  This will help you avoid unnecessary delays, prevent disruptions, and make sure that critical systems are running smoothly throughout the transition.  For example, if customer service is a key business function that must remain operational, prioritize migrating your CRM and helpdesk software first. This can help you make sure that your customer support team can continue to assist clients without interruption. Once the critical systems are stable, you can shift your focus to migrating other important functions like data analysis.  3. Conduct a full data audit Migrating user data and preferences between platforms is one of the most challenging aspects of any migration. And it’s often where things can go wrong.  Some common issues include data loss, corruption, or mismatched values. To avoid this, begin by conducting a full data audit.  Review all data fields, including unique identifiers, customer profiles, and transaction histories. Determine what data is essential to transfer.  For example, if you're migrating from one eCommerce CDP to another, you'll need to transfer customer contact information, purchase history, and any loyalty points they’ve earned. You should also account for specific preferences, such as saved payment methods and shipping addresses. Work with your provider to map every data field from your old platform to your new system. This will help you make sure that each piece of information lands in the correct place.  Also, establish a plan for handling discrepancies. If certain data types are incompatible between platforms, consider how to clean, transform, or remove that data. Create detailed migration rules for such cases. Once the mapping is complete, test the migration on a small data sample. This can help you catch any issues early and avoid potential data corruption when moving larger datasets. Finally, a rollback plan should be established if something goes wrong during the migration. It's better to pause and fix an issue than to complete a faulty migration that could lead to long-term data problems. 4. Test integrations Another important aspect of any migration is to make sure that all tools and integrations work seamlessly with the new platform.  This process begins by documenting every API (Application Programming Interface) and SDK (Software Development Kit) that is used in the current system. Create a complete inventory of all integrations, including third-party services like payment gateways, CRM systems, or analytics platforms.  You’ll also want to verify how these tools integrate with the new solution. Pay close attention to compatibility issues or any potential gaps in functionality. We recommend defining typical use cases to ensure that the new platform can ingest and process the data at the required scale and speed.  For example, if your current system handles thousands of real-time transactions per minute, the new platform should be able to match or exceed this performance. This is especially important for preventing bottlenecks and avoiding the creation of data silos, which can hinder overall efficiency and collaboration. Testing these integrations thoroughly before the full migration will help you identify any issues early.  Simulate real-world use cases to see how the new platform handles them under pressure. This step ensures smooth operations once the migration is complete and reduces the risk of major disruptions during or after the transition. 5. Transfer critical templates Another top priority when migrating to a new platform is transferring highly critical templates and campaigns to ensure zero downtime or operational issues. These components are often the backbone of customer interactions, and any disruption can lead to a poor user experience or even lost revenue. Start by identifying the most essential templates and campaigns, such as those used for new customer registrations, order confirmations, or password resets. These are the types of communications that customers expect to receive instantly and without fail. To ensure a smooth transition, these templates should be the first to migrate. Carefully test them in the new environment to make sure they function correctly. This includes verifying that all dynamic content, such as personalized greetings or order details, displays as expected. For ongoing campaigns, especially those that are time-sensitive, plan the migration during a low-traffic period to minimize potential disruptions. It's also a good idea to set up parallel testing—running the campaign on both the old and new platforms simultaneously. This allows you to compare performance and catch any issues before fully switching over. Lastly, a monitoring system should be established to track the performance of these critical campaigns post-migration. This ensures that any problems can be quickly identified and resolved, keeping your operations running smoothly and your customers satisfied. 6. Test everything Don’t leave anything to chance—test every use case, integration, and campaign to make sure everything is functioning as it should.  This is your opportunity to spot any issues early on so that when you go live, everything runs smoothly. Navigating a cross-channel martech migration doesn't have to be overwhelming. With the right strategy and partner, you can transition seamlessly, avoid the common pitfalls, and unlock the full potential of your new platform. Remember, the goal isn't just to switch vendors but to elevate your marketing capabilities and drive better results. Ready to get started? We’re here to help at Insider One. Get a demo and save a copy of our RFP template to take the first steps toward a smoother, more effective martech migration. We’d love to guide you on your journey to better cross-channel marketing!

Muharrem Derinkok

11 Oct 2024

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