Marketing Intelligence and Analytics

Marketing intelligence is the use of data to monitor target markets, groups, competitors, prospects, and customer behaviors to support smarter marketing decisions. 

In B2B marketing analytics, it’s important to track both performance metrics and business impacts. On the marketing side, focus on engagement, conversion rates across the funnel, campaign ROI, and cost metrics such as customer acquisition costs. But to truly connect marketing with business value, you also need to measure pipeline contribution, revenue influenced by marketing, deal velocity, win rates, and sales cycle length.

For account-based marketing, look at buying group coverage and account engagement across channels. These metrics help you evaluate what drives results and determine where to improve performance across the full buyer journey.

A CDP unifies customer data for marketing use. A data warehouse is a backend system for broader analytics and reporting.

A CDP collects and unifies customer data from all touchpoints, e.g., web, ads, CRM, ERP, email, and more, into a persistent, person-level profile that can be used across channels. Unlike a CRM, which tracks known contacts and is often used for sales, or a DMP, which focuses on anonymized advertising data, a CDP creates a real-time, actionable customer profile. This profile enables advanced segmentation, personalization, and orchestration across marketing and sales systems.

Simply put, marketing analytics highlight what’s working and what’s not, helping teams prioritize budgets, content, and channel strategies. Insights gained from your analytics can also drive speed- and cost-oriented efficiencies, or even be the spark for innovation within your programs.

Integrate CRM, automation, and ad data into a central platform like Power BI or Looker Studio to visualize performance.

Start by mapping out your use cases; what data you want to unify, how you plan to activate it, and what outcomes you’re after. Then evaluate vendors based on their ability to integrate with your existing tech stack, support identity resolution, activate audiences across key channels, and meet compliance needs. Scalability, user access, and reporting capabilities are also important. Don’t pick based on feature lists alone; fit to your data and processes matters more.

Marketing gains access to a more complete and accurate customer profile, which makes segmentation, personalization, and journey orchestration more effective. You can run campaigns based on real behaviors across channels, not just email or web interactions. A CDP also enables faster, more consistent reporting by centralizing data, which helps teams understand what’s working and adjust campaigns in near real time.

A CDP connects to many systems via native connectors or APIs, pulling in structured and unstructured data. It uses identity resolution to match customer interactions across devices and channels like email, cookies, CRM records, etc., into a single profile. Most CDPs include tools to manage consent, support GDPR and CCPA compliance, and control how and where data is used. Implementation timelines vary depending on data complexity, but many platforms are modular, allowing you to start with core use cases and expand over time.

It helps predict customer behaviors, optimize channel selection and spend, and increase the efficiency of campaigns. In some cases, we’ve used predictive analytics to model customer churn and other business risks, informing marketing and sales strategies to adapt and mitigate risks.

A CDP helps you make better use of your customer data by bringing it together from disconnected systems into one place. It gives marketing and sales teams a real-time, unified view of each customer or account, which supports more accurate targeting, better personalization, and consistent reporting. It also improves operational efficiency by reducing manual data work and supports compliance by centralizing consent and data governance.