Four signs you’ve outgrown your marketing platform

7 Minute Read

As marketing teams start to build more sophisticated, data-driven email and mobile strategies, many are discovering the lower barrier-to-entry platforms that worked great for them at the start are not able to scale as their needs grow more complex. Marketers are under immense pressure to meet revenue and engagement numbers, but what do you do if your cross-channel marketing platform isn’t advanced or flexible enough to help you meet and exceed those goals?

Signs to switch your marketing platform

1. You can’t use your own data.

Marketing teams who can fully access and activate various data sources are seeing greater success creating more customized, engaging messages. When faced with issues like the inability to export your own data or connect it to other platforms, your marketing strategy becomes limited — or it can cause extra time-consuming steps for your team to find a workaround.

We’re seeing an increased number of brands adopt a true cross-channel approach by bringing their previously-siloed data into one place. With Cordial, flexibility is a foundational element of our platform, and our Architect tool was designed to transform and transport large amounts of data in and out of our platform in real-time.

“Cordial has given me, as a developer-minded marketer, the comfort of knowing that we no longer have to restrict what other software we use because it doesn’t integrate with our ESP. It opens doors for us to use whatever tech stack we want because Cordial is flexible enough to work with it.”
— Jordan Allen, CIO, Lume

2. You’re experiencing slow speeds.

Email marketers know the pain of trying to build the perfect audience segment only to see the spinning wheel reminding you that it’s going to take minutes—or even hours—to load your list.

With entry-level marketing platforms, simple tasks like segmentation can take forever, wasting time and causing frustration when trying to craft the perfect campaign. Mosaic, Cordial’s Audience Builder, was designed to build advanced segmentation and audience lists in seconds — not minutes or hours.

“Cordial has increased our ability to activate data. With Audience Builder, I can pull up an audience count in seconds… It’s been really helpful for us to do audience sizing on the fly.”
— Scott Cohen, Former Senior Email Marketing Manager, Purple.

3. Your customization options are limited.

Many platforms are built with a one-size-fits-all approach, where feature limitations can often go uncovered until you’ve actually migrated to your new partner. Cordial has a truly easy-to-use dynamic message builder called Sculpt that helps clients build better campaigns, faster.

In addition to manual testing issues, many systems need a “system event” in order to trigger a message send. In Cordial, you have the opportunity to trigger messages based on additional system or status changes.

Related to using Sculpt, one of Cordial’s clients, REVOLVE, said, “We’ve reduced campaign creation time by roughly 30% per campaign and with the time saved, we’ve had the ability to add more tracking elements, tests and customization to each individual campaign.”

4. You have questions that can’t get answered via chat or email support.

Self-service support is great for simple, straightforward offerings, but when you need help evolving and growing your cross-channel marketing strategy, online support often falls short.

At Cordial, our company name symbolizes how we empower our clients to communicate with their customers as well as how we do business—with transparency, collaboration, and trust. Cordial has client support and solution teams that get accounts set up and running efficiently, someone dedicated to ongoing consultation, and additional services offered throughout the partnership.

“We were ready to level up our marketing automation with smart targeting through data synching and advanced triggering. After researching our options, Cordial was found to be the sweet spot of customization and ease of use with a full team of support people that we meet with regularly.”
— Kristen Hess, Director Customer Retention Marketing, 360training

Certain platforms work great for teams with a straightforward email and mobile strategy, but lose their luster as their marketing efforts grow more elaborate and data-heavy. If you’re in this position, reflect on the points above and think about whether migrating to a new platform will help remove obstacles for your team, so they can spend more time strategizing creative ways to knock your goals out of the park.

Interested in seeing how Cordial is helping top brands generate more revenue and exceed customer engagement goals? Schedule a demo with our team to learn more.
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