Frequently Asked Questions

Few companies know customer data like QuickPivot. Our platform and service offerings are focused on making your customer data actionable and improving marketing ROI. Find out how we can help you achieve your goals.

About QuickPivot

What does QuickPivot do?

QuickPivot fundamentally changes the way you work with customer data. For almost 20 years, we’ve helped companies of all sizes – from global enterprises to start-ups – collect, refine, segment and optimize their customer data. Through both our award-winning, cloud-based software platform and our professional services, we offer unparalleled flexibility and expertise in helping marketing teams maximize campaign efficiency, uncover hidden revenue opportunities and increase their marketing ROI.

How long has QuickPivot been around?

Founded in 1997, Extraprise Corporation acquired SmartSource Corporation in 2012 to form QuickPivot. Extraprise was a marketing services company focused on database development and management. SmartSource was a leading SaaS (Software-As-A-Service) based Email Service Provider.

We launched the QuickPivot Cross-Channel Campaign Management platform in 2014. QuickPivot continues to provide both technical and marketing services to assist our platform clients.

What types of companies do you work with?

QuickPivot works with companies across industries who are looking to grow their direct-to-consumer business. Whether you work for an enterprise organization or a small brand with big ideas, we have a solution that can help take your business further. We also have unique capabilities that make us the vendor-of-choice for organizations with large catalog or direct-mail sales channels.

Customer Data Platform

What makes you different from other CDPs?

We excel at making customer data actionable. QuickPivot helps you to easily create customer segments, seamlessly extend them into the most intuitive campaign planning tool in the market and then execute cross-channel campaigns through our integrated ESP. We also offer the only CDP that can easily segment your catalog and direct mail customer data into a full mail plan, bringing all offline and digital data together. Truly, no more silos.

How often can I upload new data and/or update existing data?

We’re really flexible when it comes to update frequency. The QuickPivot platform supports both real-time and scheduled updates and the frequency is generally determined by the availability of the updated data from the source systems, requirements for use of the data, and system performance requirements. We anticipate at least daily updates and can accommodate intra-day updates from transactional systems on a case by case basis. If you find that a system is updating too frequently, or not often enough, it’s easy to change the update frequency.

How does QuickPivot handle customer information at the individual and household level?

QuickPivot does data cleansing, standardization and matching at both the Contact and Household levels. Every record is then assigned a consistent Contact and Household ID that can be referenced across the entire platform. QuickPivot also regularly scans for duplicate records and performs a merge of both the contact and transactional level attributes based on the rules that you define.

What technical skills are required to query the database and pull reports?

Our segmentation module, Target, is recognized within the industry as the having the most intuitive segmentation and analytic interface. The system hides all of the data complexity while presenting the user with an easy-to-use point-and-click system. No SQL knowledge is necessary which means that most users are capable of using Target with as little as 30 minutes of training. Non-technical users benefit from the visual, drag and drop nature of the major system components, as well as the aggregations and roll-ups of data that provide insights at a glance. Every query can be saved and stored in folders for both private and public access. Queries can also be scheduled to run automatically at whatever frequency you need.

More technical users who prefer SQL can go deeper into the system and perform complex actions with visual aids.

How much data can QuickPivot support? Can it scale with my business?

The QuickPivot platform was built for scale. Our largest client houses 50 million customer records, maintains dozens of data feeds and supports users in 100 countries globally. QuickPivot will design a solution that will be based on your needs today and scale for future growth and expansion of your database. One of the early conversations with QuickPivot will be about the size and growth of the solution so that each party is aligned based on the business trajectory and the correct estimates are agreed upon for the subsequent years.

We understand that the MarTech landscape is constantly evolving, and that its likely you’ll need to integrate data from new technology in the future. We can easily build new data feeds, and use a variety of methods based on the type and complexity of the data. QuickPivot analyzes, designs, develop and test the new data feed to ensure your complete satisfaction.

We have millions of customer records, how quickly can queries return results?

Queries performed in Target on large and complex sets of data consistently return results in seconds, often times under one second. You can also run dozens of hundreds of queries simultaneously.

Does QuickPivot have a fixed or flexible data model?

The QuickPivot platform uses a flexible data model as well as a number of configurable and customizable processes that allow for the loading, modification, management and use of your data. This model helps us to support large scale marketing databases.

Cross-Channel Marketing

How can QuickPivot help me track customers and prospects across all communication channels?

Our software platform is built to support large scale marketing databases. It’s what we’ve done for the last 20 years. The application itself can scale to manage enterprise-level marketing data for user-friendly customer segmentation, data analysis, and campaign and program execution. The platform utilizes a flexible (not fixed) data model as well as a number of configurable and customizable processes that allow for the loading, modification, management, and use of your data. The result is a 360-degree view of the customer.

How is QuickPivot able to support the growth of our retail store channel?

We understand that in today’s world, channels are influencing each other in ways that no one could have ever imagined. QuickPivot can help you track and analyze these influences, ultimately optimizing every marketing channel for maximum sales. QuickPivot can assign all contact records to their closest real store based on a geocode to help drive in-store traffic.

We can also help you to use your data to identify potential locations for new stores or temporary/seasonal retail opportunities. To do so, we use the data extracted from your order entry system, web and digital platforms, POS data and sales force data (where appropriate), and social media data. Using this information, we’re able to define where existing store areas exist, what size they are, and what the demographics and psychographics look like.

In all cases, we take advantage of available demographic and psychographic data for the specific trade market, including the competitive set. In some cases, we will execute surveys, to both buyers and non-buyers, adding a deeper understanding of psychographic and emotional components.

The trade area retail store area identification models are developed to meet scale, brand penetration and ROI expectations. Each location is aligned with a specific expectation and developed on a foundation of purchasing behavior, demographics and psychographics of recent customer journeys.

Are we able to apply customer segmentation to all our marketing channels?

The QuickPivot Cross-Channel Marketing platform was built to put data management, segmentation, cross-channel lifecycle planning, cross-channel execution (direct mail, email, mobile, social, web, phone) and reporting in one place. Target, the segmentation module, allows users to leverage customer profile, transactional and campaign history data to inform segmentation and audience creation strategies. All queries created within Target can be used to generate reports, export lists to Microsoft Excel or create audiences for marketing campaigns across channels or multi-touch, cross-channel campaigns.

Is campaign activity captured in real-time?

QuickPivot captures campaign response and activity data in real-time from the channels that it supports natively and unilaterally. These include:

  • Email (SMTP message)
  • Direct mail (variable print file)
  • Mobile (SMS MT)
  • PURL (syntax creation)
  • Data (variable data file anywhere)
  • Web forms and pages
  • Web preferences centers
  • PURL destination centers
  • Twitter Ad pages
  • Web surveys
  • Web coupons
  • Web codes (bar code of QR code)
  • PDF files
  • Videos
  • HTML content (including images)
    Social sharing links)

Response activity data from systems not under our direct control is available as quickly as the source system can provide the data.

Describe your ability to perform segmentation for direct mail.

The QuickPivot Segment Model allows users to drag, drop and edit dozens or hundreds of queries in cascading rows, and then run the query logic to return counts for each row. A user can run counts on the entire chain of rows, while ensuring that any population from row one does not pass to row two, and any population in row two, does not pass to row three, and so on down the chain.

Approximately how long would it take a trained user to build and launch a simple four-touch program in the QuickPivot platform?

Let’s say you had a program similar to the following:

  • 3 triggered emails
  • 2nd email trigged based on opens
  • 3rd email based on opens
  • Bounces from any email trigger a print campaign

The program described in this question could be “sketched” in our Palette module, fully documented, and then moved into production in under an hour, inclusive of some simple QA steps. A basic assumption in this estimate is that email and print content has already been determined at the time of program design.

What level of experience is required to build customer journeys in QuickPivot?

QuickPivot’s campaign planning module, Palette, uses intuitive decision-donuts that streamline campaign planning. Users of all levels will be able to develop strategic, multi-touch campaigns within minutes.

Training and Services

Does QuickPivot provide training to end users?

Yes, training will be conducted during the final stages of the implementation cycle. Training is part PowerPoint, part demonstration and part exercises leveraging your brand’s live data.

After onboarding and implementation is complete, QuickPivot has a self-service support portal available that will allow end users to submit new support tickets, review existing tickets, and view training tutorials of the applications in our platform.  These tutorials consist of short videos, as well as a corresponding quiz to test retention on the material. On-going training can be provided on an ad hoc basis via web or onsite through our professional services team.

Reporting and Analytics

Briefly describe the categories and types of reports supported out of the box.

The QuickPivot platform encompasses both out-of-the box and custom reporting capabilities. QuickPivot’s out-of-the-box analytics include the following reports:

HotSpot Report: HotSpot reports show links clicked with ranking of top links and % to total metrics for the sent email content. A HotSpot report dynamically displays detailed information about links and hotspots in a single broadcast, including a preview of the creative and click summary data. HotSpot reports use a graphical view of links and link stats directly in the creative preview, select zone layers to view, and more.

Zones and Layers Report: Zones and Layers reports show performance of zone and layer within the zone of a customized email.

Email Activity Report: Activity reports show performance metrics for both individual campaign sends and overall campaign rollups. Activity reports summarize broadcast data. These tabular reports include both totals and calculated percentage rates for broadcast activity such as opens, bounces, clicks, opt outs, and complaints.

Broadcast reports: Broadcast reports use a different interface and display data differently than Activity or other reports. Broadcast reports allow you to save custom filters, and retain filters as you switch between reports. Broadcast reports are designed to fit on your screen, with fewer columns, and include more chart and display options. Broadcast reports include both summary and detail reports.

  • Summary reports display data in a chart as well as a table, and examine data at the broadcast level, with one row per broadcast. Campaign reports aggregate broadcasts with the same Campaign ID together into one row.
  • Detail reports are tabular only. They include data on individual transactions, such as opens, bounces, clicks, and complaints, with one transaction per row.

Email Deliverability

Does your solution provide dedicated or shared IP addresses?

QuickPivot provides a dedicated pool of IP addresses for email sending as a standard best practice. During account setup we develop an IP strategy with you based on the types of messages that you create. For example, transaction confirmation messages may receive a single dedicated IP address, while promotional messages may be assigned their own IP address.