Data and Personalisation Readiness
Eight questions on whether your customer data can support Data 360 and real-time personalisation, scored in your browser.
This Data 360 readiness assessment asks eight questions about whether your customer data can support Data 360 and real-time personalisation. It looks at six areas: sources and ingestion, identity and keys, data quality, consent and governance, real-time events, and use cases and measurement. Your answers stay in your browser. It is most useful before you buy licences or start an implementation.
Before you start: list the systems that hold customer data, such as CRM, ecommerce, the marketing platform and support tools, and invite someone who knows how consent is collected. Many readiness gaps sit between teams rather than inside one system.
Data and personalisation readiness
Eight questions on whether your customer data can support Data 360 and real-time personalisation. Your answers stay in your browser.
How to use the result
You get an overall band (Early stage, Developing or Established) and a score for each area, weakest first, with a link to the related service where a score is low.
- Identity and quality come before real-time. Data 360 identity resolution uses match and reconciliation rules to build unified profiles, and it can only be as good as the keys and records it is given.
- Be specific about speed. Salesforce documents a sub-second real-time layer, while standard web and mobile streams load engagement data every 15 minutes and profile data hourly. Decide which use cases truly need the faster path.
- Fix consent before tracking. The Salesforce Interactions SDK sends events only when a person has consented to tracking, so your consent model shapes what you can personalise.
- Write down two or three use cases with owners, baselines and a holdout plan before design starts.
Read the real-time personalization guide next, or use the Data 360 readiness checklist for a longer list.
Related services
Data 360 consulting
Architecture, implementation and use-case design on Data 360
→Data 360 ingestion and modelling
Data streams, mapping and data model design
→Salesforce personalization consulting
Salesforce Personalization and Marketing Cloud Personalization
→Questions we hear
Do we need Data 360 already to use this?
What does a low events score mean?
Is the score a recommendation to buy?
Which area should we fix first?
Sources
Turn your score into a plan
Share your readiness result and we can suggest the first steps for your data and use cases.
