- Built a marketing database of all current and recent past customers;
- Appended 2MM targeted prospects;
- Overlaid D&B;
- Used PowerBI to generate never-before seen insights on:
- Acquisition;
- Cross-sell;
- Trade areas;
- Retention; and
- Dozens of other critical marketing metrics;
- Modeled to predict which agent would be most successful with which particular prospect. Calculated benefit in higher retention alone, $6MM/year.