CDPs vs CRMs vs DMPs: Cut Through the Jargon to Build a Unified Customer View
Mayank Patel
Apr 22, 2025
6 min read
Last updated Apr 24, 2025
Table of Contents
What’s CRM, DMP, and CDP?
Why “CRM First” Is Failing Brands
What Retail Founders Really Need From Their Data Stack
Why the CRM is Not Dead—Just Misused
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Customer experience is the true battleground. Founders often chase down metrics—conversion rates, ROAS, retention—but overlook a more foundational problem: fragmented customer data. While many businesses are investing in sophisticated tools, the underlying challenge remains the same. Without a coherent and unified view of your customer, your brand's efforts to optimize campaigns, personalize outreach, and improve support will always be second-rate.
You might have a support ticket sitting in Gorgias, a browsing session in Shopify, a cart abandonment trigger in Klaviyo, and an ad campaign running on Meta—all targeting the same person, but functioning as silos. This fragmentation leads to inconsistencies in messaging, delays in personalization, and wasted ad spend. Worse, it erodes customer trust. For a founder, the true cost isn't just operational inefficiency—it's lost revenue and a weakened brand promise.
What’s CRM, DMP, and CDP?
Here’s where things get tricky. Industry jargon often clouds the real function of these tools. So let’s define them in plain, functional terms:
Core Function
Primary User
Data Type
Retention Focus
CRM
Manage relationships, sales pipeline, and customer interactions
Sales & Support
Known,PII-based
Long-term
CDP
Unify data across sources, build persistent customer profiles, enable real-time actions
Marketing & Product
Known + behavioral
Long-term
DMP
Aggregate anonymous behavioral data to fuel ad targeting
Advertising Teams
Anonymous, cookie-based
Short-term
Unlike CDPs, CRMs aren’t designed to handle behavioral or real-time data. DMPs, meanwhile, specialize in anonymized, third-party data—largely for ads. A CRM is your team’s logbook. A DMP is your ad campaign fuel tank. A CDP is the glue binding your entire customer understanding together.
CRMs were born in a different era—a time when B2B sales reps tracked prospects, calls, and deals. They made sense in a world of one-on-one client relationships. But ecommerce and modern retail are different beasts. Here, the customer journey is fast, nonlinear, and omnichannel.
The reality is that CRMs don't scale well to today's data-heavy environment. They don't process real-time behaviors like browsing sessions, purchase tendencies, or even micro-interactions such as email opens and product video views. Trying to retrofit a CRM into a behavioral decision engine is like putting a turbocharger on a bicycle.
As customer behavior becomes more digitized and instantaneous, the need for a system that can ingest, unify, and act on behavioral signals in real time becomes urgent. Enter the CDP.
Key Differences at a Glance
Let’s make this even more tangible. Imagine a single customer, Jane Doe:
She clicks on an Instagram ad
Browses your site for five minutes
Adds two items to cart
Abandons it
Later chats with support about a sizing question
How do these tools interact with Jane?
CRM: Captures the support conversation. Useful for historical context
DMP: Tags Jane anonymously and retargets her on a news site
CDP: Sees the full journey, builds a profile, triggers an email + SMS sequence, and suppresses her from further ad spend for 48 hours
What Retail Founders Really Need From Their Data Stack
Retail founders don’t need another bloated dashboard or abstract KPI. They need insight with actionable depth. The critical questions:
Who are my top 5% high-LTV customers, and what do they do differently?
Where are we bleeding margin in the post-purchase flow?
Are our retargeting campaigns cannibalizing organic conversions?
These aren’t just data questions. They’re business model questions. And the answers only emerge when data systems are designed to talk to each other, rather than act like isolated oracles.
That’s why understanding the interplay between CDPs, CRMs, and DMPs is foundational. You’re not choosing one over the other—you’re orchestrating a system where each plays a defined role.
CDPs: Your Real-Time Decision Engine
Modern CDPs are engineered to ingest enormous volumes of data, resolve identities across touchpoints, and enable immediate personalization. Think of them as the real-time nervous system of your business.
CRMs still serve critical functions, especially for:
Wholesale or B2B operations
Managing sales pipelines
Handling support tickets with context
Documenting loyalty, returns, and disputes
However, CRMs should be recipients of processed insights, not raw behavior logs. Syncing thousands of event-level details into a CRM clutters the system and reduces usability. Instead, they should be used for:
Long-term contact history
Qualitative notes
Relationship enrichment
CRMs are not decision engines. They are relationship memory banks.
DMPs: The Ad Targeting Workhorse
DMPs may feel increasingly outdated in a cookie-less world, but they still provide value in certain niches:
Third-party audience enrichment
Anonymous segmentation
Contextual targeting
Programmatic ad campaign optimization
The key limitation? DMPs rarely retain data long-term. They operate in short cycles, focused on immediate reach and scale rather than personalized retention. They play a role, but only in the upper funnel.
CDP Use Cases in Retail (With Strategic Implications)
These examples bring CDP value to life:
1. Predictive Post-Purchase Flow A
CDP tracks user behavior post-checkout, combines with historical LTV data, and suppresses discounts for high-value customers while triggering proactive support for those who return frequently.
2. Real-Time Personalization
A user browsing for winter jackets is instantly added to a segment. Your site surfaces winter accessories, and an SMS triggers with a bundle deal. No engineering tickets. Just action.
3. Ad Suppression Logic
A customer who opened a Klaviyo campaign and purchased should be suppressed from Meta retargeting for 72 hours. Your CDP makes this call automatically.
Why the CRM is Not Dead—Just Misused
The narrative that CRMs are obsolete is misguided. What’s true is they are often used beyond their design intention. Trying to make a CRM your behavior engine leads to cluttered profiles, frustrated teams, and brittle workflows.
Instead:
Let CDPs feed summarized, meaningful traits into CRM
Use CRM to house structured data and team notes
Let your service team operate with context, not noise
When CRM is treated as the support team’s lens—not the marketer’s hammer—its value shines.
Avoiding the Frankenstack
Integration is where most stacks go to die. Here are best practices:
Choose a CDP that supports native ingestion from Shopify, Klaviyo, Postscript, Recharge
Avoid duplicating data pipelines into both CRM and CDP
Use CDP as your source of truth, and push only necessary data into CRM
Choosing a CDP
Ask these questions before committing:
Can it process real-time data or is it batch-based?
Does it support plug-and-play integrations with your current stack?
Is identity resolution automated or manual?
Can marketers create segments without engineering?
Does it enable downstream suppression logic?
Is pricing volume-based or usage-based?
Closing Thoughts
Your customer stack isn’t about chasing trends. It’s about building clarity and alignment across your data, tools, and touchpoints. CDPs, CRMs, and DMPs each have their place—but only if used in concert.
When your data is stitched together, your teams can:
Run smarter campaigns
Reduce ad waste
Predict churn
Personalize at scale
Support customers like they actually matter
Your brand’s value isn’t just in your product. It’s in how well you understand and serve the person buying it. That starts with data done right.
Mayank Patel
CEO
Mayank Patel is an accomplished software engineer and entrepreneur with over 10 years of experience in the industry. He holds a B.Tech in Computer Engineering, earned in 2013.
Prime Day doesn’t just drive sales on Amazon—it drives searches, clicks, and general web traffic as consumers scour the internet for deals. In 2023, retailers outside Amazon saw a 52% YoY increase in clicks, with volumes ramping up two days before the event. Shoppers were actively comparing deals across platforms.
Smart DTC brands capitalize on this with targeted advertising:
Paid Search Ads: Bid on intent-driven keywords and run Google Ads targeting Prime Day deal-seekers. You don’t have to say “Prime Day” explicitly—terms like “Summer Flash Sale” or “Exclusive 48-Hour Deal” can still capture traffic. Shoppers are browsing multiple sites, so if you’re visible early, you can win them before they default to Amazon.
Paid Social Ads: Platforms like Facebook, Instagram, and TikTok light up with Prime Day chatter. Brands like Truff saw success running Facebook/Instagram ads that echoed the day’s urgency (“unprecedented prices” during the “big shopping event”). Even if you're not on Amazon, a similar tactic—paired with a compelling call-to-action—can funnel high-intent traffic to your site.
Keep in mind: if your product is also available on Amazon, shoppers will price-check. Emphasize what Amazon can’t offer—bundles, exclusives, loyalty perks, and direct perks.
Harness Influencer & Creator Campaigns to Counter Amazon
Facing Amazon’s marketing juggernaut, DTC brands are fi nding an edge by tapping infl uencers and creators to generate buzz. Infl uencers can create their own gravitational pull, directing shoppers toward your brand even as Amazon dominates the feeds.
A standout example is MrBeast’s Feastables. This creator-led brand isn’t reliant on Amazon; it leveraged its founder’s massive YouTube reach to generate excitement. When Feastables launched in 2022, it offered a Willy Wonka-style sweepstakes and generated $10M+ in sales in just a few months. No Amazon necessary. This shows that a strong creator campaign can match—or beat—Prime Day-level sales.
Live Shopping Streams or Social Takeovers: Host a Prime Day live stream with a popular creator on Instagram, YouTube, or TikTok. Include a time-limited promo code to convert viewers on the spot.
Creator “Anti-Prime Day” Posts: Have infl uencers position your sale as a way to support independent brands. Phrases like “Skip the Amazon rush—I’m buying from [Your Brand] today” resonate with loyal followers.
Timed Drops or Collabs: Launch a limited-edition product with an infl uencer during Prime Day. You’ll ride the wave of high-intent shopping while offering something uniquely yours.
Engage Customers with Prime Day-Themed Email & SMS Marketing
During Prime Day, inboxes and phones light up with Amazon’s promotions—so your messages need to stand out.
Email Marketing
Many DTC brands explicitly reference Prime Day in subject lines and creatives. Brands like Caraway sent multiple countdown emails with urgency-driven messaging (e.g., “Final hours: Prime Day—fi nal warning”). You can do the same—even if you’re not on Amazon—by tying your promo timeline to Prime Day (“Ends when Prime Day ends!”).
Others opt for subtlety, teasing the savings in the subject line but only connecting it to Prime Day inside the email. Both approaches work, as long as you drive urgency. NuGo’s “Better Than Prime” email used bold headlines and “today-only” lightning deals, plus capped promo codes to motivate action.
Offer Bundles, Exclusives, and Timed Drops to Stand Out
In a sea of one-off discounts, product bundles and exclusive drops can set you apart and increase order value.
Bundle Deals
DTC brands often use Prime Day to clear inventory or promote higher-ticket packages. During Prime Day 2024, Caraway offered 20% off select bundles on its site while saving its best individual-item discounts for Amazon. If you're off Amazon, you can bundle creatively to provide more value and convenience—e.g., “Prime Day Kitchen Bundle—get our blender and toaster together for 30% off.”
Exclusive Drops
Create time-sensitive excitement with new products or limited editions. A DTC streetwear brand might drop a Prime Day-exclusive sneaker colorway only available for 48 hours. Scarcity plus novelty = demand.
Prime Day 2025 is poised to be the biggest yet. And while Amazon will dominate headlines, DTC and off-Amazon brands can thrive in its glow—if you plan ahead, act boldly, and meet the moment.
Released in Dec 2024, focused on performance and polish over flash.
It delivered 50% faster cart loading and 59% faster payment button loads, new tools like Checkout Blocks (no-code customizations for thank-you pages), and extended many features to work in more places (e.g. checkout customizations now apply to draft orders too).
Shopify also introduced its AI assistant Sidekick globally, improved native product bundling (now usable in POS), and gave customer accounts a boost (subscriptions and loyalty info are now accessible in the login area).
Dozens of “quality of life” updates landed: offline POS payments, more automation in Shopify Flow, smarter analytics, and new product taxonomy tools like collection rules by product attributes and custom meta fields for categories.
As one summary put it, Winter ’25 was “not about brand new tools – it’s about making everything you already use work better, faster, and smarter.”
Launched May 2025, this update’s star is “Horizon,” Shopify’s new theme foundation focused on design freedom and AI.
Horizon brings 10 new pre-built themes and a modernized front-end that supports nested theme blocks for total layout flexibility. Merchants can now drag-and-drop sections anywhere and even use AI to generate custom theme sections by describing what they want (e.g. “a 3D tilt effect image gallery”).
The Online Store Editor got a major upgrade too – direct on-page text editing, reusable sections, conditional visibility settings, and an AI block generator all empower non-technical teams to make site changes without coding.
Shopify also doubled-down on AI integration. Sidekick can now reason through questions, execute commands (“create a 10% off discount for first-time buyers”), and even voice-chat or screen-share to guide merchants.
Beyond themes, Summer ’25 packs improvements for omnichannel and global selling. Shopify POS version 10 adds custom branded receipt screens, the ability to do mixed cart checkout (buy some items in-store, ship others), and store credit refunds – a “long awaited update” that keeps revenue in-store by refunding to a gift card instead of cash
Shopify Markets evolved into a true multi-entity, multi-market toolkit. Merchants (on Shopify Plus) can now sell under multiple business entities with different currencies from one store, use B2B and B2C pricing in one backend, and collect duties at checkout on all plans.
Shipping got smarter with flat-rate split shipping options (to prevent multi-location orders from double-charging shipping) and new carrier integrations. And notably, Apple Pay was moved into the regular checkout flow, so buyers can use it without skipping the upsell and discount code steps – a subtle change expected to lift conversion rates.
Let’s evaluate how much these 2025 improvements actually solve Shopify’s long-standing pain points – and where issues might persist:
Faster Sites and Checkout, But Mind the Apps
Shopify clearly made performance a priority in Winter ’25 and Summer ’25. The core online store is snappier, especially at critical points like cart and checkout. Even Shopify’s back-end got a boost. The admin now loads 30% faster in Summer ’25, and POS search can handle typos for quicker product lookup.
However, not all performance challenges vanish. Shopify stores can still suffer from theme bloat or excessive third-party scripts. The platform improvements help the baseline (e.g. Shopify’s own scripts and infrastructure), but if a merchant installs many apps that inject code, those can still slow down pages.
Shopify did try to mitigate this by releasing a new App Bridge that loads embedded apps faster, and by allowing more app code to run locally or deferred.
Still, ultimate site speed depends on how lean the theme and integrations are.
LinearCommerce’s LinearCore holds a natural edge here. As a dedicated stack, it’s engineered for performance without the multi-tenant overhead.
There’s no app store full of disparate scripts – most functionality is built-in or tightly integrated. That means a LinearCommerce site can be optimized end-to-end (from back-end processing to front-end delivery), often achieving better Core Web Vitals than a heavily app-laden Shopify store.
Shopify’s gap has shrunk with these editions (especially for stores that stick close to native features), but LinearCore’s architecture can still yield a faster, more consistent performance – important for DTC brands where every millisecond of load time matters.
Shopify’s historically rigid design framework (Liquid themes with fixed section structures and a locked-down checkout) has opened up considerably in 2025.
The Horizon theme framework is a game-changer for customization on Shopify. Merchants can now nest sections within sections, mix and match blocks, and essentially “make your own layouts” on the fly.
For example, you could drop a product carousel inside a lookbook section or add rich content blocks to a product page – things that used to require custom theme code or hacks.
One agency observed that Horizon “supports the newest features” with “native support for nested blocks, conditional settings, and layout copy-paste”, reducing the need for developers in daily content updates.
On top of that, AI-generated blocks can instantly create new section designs from a text prompt, which removes bottlenecks in content and frontend execution for marketing teams. Non-technical staff can now do in minutes what used to require a theme developer – a big win for agility.
But with great power comes caution. Developers warn that giving merchants so much no-code flexibility “often comes at the expense of UX and brand consistency.”
As one Shopify expert noted, “Could Horizon be too flexible for a merchant’s own good?” Without a careful design system, an enthusiastic team might make a mess of the site’s look and feel.
Additionally, Horizon’s advances mostly benefit the storefront. The checkout is still a standardized flow across Shopify stores.
Yes, Shopify now allows cosmetic tweaks (e.g. branding the checkout pages, or styling line items a bit) and Checkout UI Extensions for adding certain elements.
Shopify Plus merchants (or those using Functions) can insert custom logic in checkout, and Winter ’25 even extended those customizations to draft orders (a relief for teams who manually handled draft checkout quirks before).
Still, you cannot fully reinvent the checkout UX on Shopify – you work within Shopify’s framework.
By contrast, LinearCommerce’s LinearExperience module offers unbounded front-end freedom. LinearExperience is typically a headless or custom front-end solution, meaning brands can design every page – including checkout – exactly as they envision, with no template constraints.
Want a completely bespoke one-page checkout or a unique multi-step funnel? LinearExperience allows it. On Shopify you’d be fighting the platform to do the same.
Progress, Yet Still a Walled Garden
From a developer’s standpoint, Shopify in 2025 is much friendlier than it was a few years back.
Winter ’25 and Summer ’25 introduced a “next-gen” developer platform with features like local development servers (MCP), better logging and monitoring for custom Functions, and declarative data definitions. Shopify also expanded its Functions capability, continuing to replace the old Script Editor so developers can write custom backend logic for discounts, shipping, and more.
The idea is to let developers and AI handle the heavy lifting while merchants describe what they want. A merchant might say to Sidekick, “set up tiered volume discounts for VIP customers,” and Shopify uses Functions or APIs to make it happen.
But there are still limits that developer-centric teams notice.
Shopify’s theme system lacks native GitHub integration. CI/CD pipeline support is still absent. Developers often build their own tooling for version control and deployment. Hydrogen, Shopify’s React-based headless framework, was notably absent from Summer ’25 announcements, leading some to question whether Shopify is prioritizing the monolithic Liquid-Horizon path over fully headless flexibility.
You are still working inside Shopify’s sandbox. If the platform doesn’t expose something, or if the API lacks depth, you either build a workaround or wait for a roadmap update.
By contrast, LinearCommerce’s LinearCore and LinearExperience combination offers an open playground. You can access the codebase directly. You can use any tech stack, integrate without proxy limits, and deploy using your preferred devops pipelines.
SEO has always been a complicated area for Shopify. It handles the basics well, but its rigid URL structure, limited blog features, and opinionated routing have frustrated advanced teams.
The 2025 Editions bring small but welcome improvements. Product taxonomy is more flexible now. You can auto-create smart collections based on attributes or metafields. This helps merchants target long-tail keywords without third-party tools.
Search is more semantic. Shopify’s internal site search now understands natural queries better. Variants can be grouped in search results, which helps reduce clutter and avoids duplicate-ish content.
However, the native blog remains basic. There were no major upgrades in 2025. Structured content can now be added via metaobjects, and Horizon helps by letting you insert custom sections anywhere. But Shopify still lacks a full CMS for editorial workflows.
International SEO is a bright spot. Shopify Markets now supports multi-entity domains, local currency pricing, and correct hreflang handling. You can assign different storefronts by market and localize URLs cleanly.
But merchants still run into Market bugs. For instance, a “Buy Again” button might route a user to the wrong market. This creates duplicate content issues that can hurt SEO. Also, Shopify still doesn’t allow full control over URL paths. You can tweak robots.txt slightly now, but cannot change /products/ or deeply nest content types.
LinearCommerce allows full control. Developers can create any URL structure, customize metadata and schema sitewide, and even programmatically generate tags and redirects. Content marketers can build landing pages without working around platform limitations.
If your SEO strategy involves content depth, technical precision, or custom schema, Shopify remains constrained.
Shopify has reduced reliance on apps in key areas.
Native bundling, returns to store credit, and cookie consent are now built-in. Customers can view loyalty and subscription data inside their account area, which cuts down on frontend integration headaches. Shopify Campaigns allows pay-per-conversion marketing inside the admin panel, possibly replacing upfront ad spend.
But the a la carte model still dominates.
Most advanced features still require Shopify Plus or paid apps. If you want advanced filtering, that’s an app. If you want more than 100 variant options, that’s an app. If you want proper A/B testing, also an app. Many Shopify merchants run 10 or more third-party apps.
Common app-dependent features
A/B testing
Advanced filtering and sorting
Complex loyalty or review systems
Rich merchandising rules
CMS-style blogging
Custom analytics or heatmaps
On Plus plans, many core enterprise features unlock, but they come with a $2,000/month price tag. On lower tiers, brands often stitch together functionality using apps with their own fees, maintenance burdens, and compatibility issues.
LinearCommerce takes a different approach. Core features that Shopify splits into apps—returns, loyalty, CMS, analytics, forms—are part of one homogenous stack.
There is no gating of features based on plan. You can run a multi-store, multi-role architecture without having to upgrade tiers. And because there’s no app ecosystem dictating how you extend the system, you’re not exposed to vendor instability or breaking changes.
Shopify’s SaaS model is appealing for teams that don’t want to maintain infrastructure. That benefit is real. But LinearCommerce allows you to trade operational complexity for ownership and long-term cost control. For high-GMV brands, the economics can shift in favor of LinearCommerce quickly.
Key Takeaways:
Shopify’s Winter ’25 and Summer ’25 updates represent significant progress. For the average merchant, the platform is now faster, more flexible, and more natively capable than ever.
But that evolution doesn’t erase Shopify’s SaaS fundamentals. You are still extending a platform that serves millions of merchants, which means trade-offs in flexibility, ownership, and integration depth.
LinearCommerce is not for everyone. It demands more technical involvement and more up-front planning. But it was never designed for everyone. It was designed for brands that need more, especially those who optimize every micro-moment of the purchase experience.
Shopify 2025
LinearCommerce
Performance
Improved baseline, still app-sensitive
Optimized full stack
Design freedom
Horizon helps, but checkout is limited
Full freedom, end-to-end
Dev experience
More tools, still gated
Total access, no workarounds
SEO control
Improved metadata and taxonomy
Full technical SEO control
Cost at scale
Predictable SaaS plus add-ons
Higher initial, lower long-term TCO
Ecosystem dependency
Reduced, still app-heavy
Self-contained stack
For startups or teams with limited engineering capacity, Shopify remains a compelling way to get to market fast.
But for brands scaling into complexity, with deep requirements around speed, UX, checkout logic, content, or data flows, LinearCommerce offers something Shopify cannot.
If your message, offer, or experience doesn’t match where they are in the moment, it feels like friction. And friction breaks the funnel.
3. Fix Your Data Layer
Omnichannel marketing without a unified data foundation is like running a relay with blindfolded teammates—your message might get passed along, but not to the right person, at the right time, or in a way that makes sense. Without tying identities, behaviors, and engagements together across touchpoints, you're investing in experiences your customer can't connect. And if you’re still figuring out if you need a CDP, CRM, or DMP? This breakdown explains what to use to build a unified customer view.
What Needs to Be Unified:
Customer profiles across devices, sessions, and stores
Behavioral data from web, app, email, SMS, ads, POS
Order history and lifetime value
Engagement signals (clicks, opens, site searches, etc.)
You don’t need a giant enterprise CDP to get started. But you do need:
Clear IDs: Consistent identifiers across tools (email, phone, customer ID)
Event tracking: Standardized events across platforms (viewed product, added to cart, etc.)
Accessible data: Marketers should be able to query and act on data without waiting on devs
If your systems can’t recognize that someone who clicked your email is the same person who visited your store last week, you're not ready for omnichannel.
4. Mapping the Journey (for Real This Time)
Most journey maps are shallow. They focus on ideal states or internal workflows, not messy real-world behavior—the kind that involves indecision, device switching, last-minute store visits, and moments of distraction.
These sanitized maps look good in decks but fail to reflect how customers actually move, pause, bounce, return, and convert. To be useful, a journey map needs to account for friction, context shifts, and the nonlinear way intent builds over time.
Here’s how to actually map an omnichannel journey:
Start with data, not assumptions: Look at session drop-offs, entry points, and repeat visits
Plot key decision points: When does consideration peak? Where does intent show up
Identify channel overlaps: Are you retargeting people with the same product they bought last week?
Audit content and messaging: Is the product copy the same on your email and PDP? Also, don’t overlook how users search. Optimizing your site search experience can eliminate friction right at the decision point. Map failure points: Where do people bounce? Where do they repeat actions?
5. Rethinking Campaign Design
Omnichannel campaigns need to follow the customer, not the calendar. That means anchoring your messaging to signals, not schedules. If someone is actively comparing products or has just engaged with a PDP, a discount might be relevant now—not next week when the promo is scheduled.
If a loyal customer hasn't bought in 90 days, a retention touchpoint shouldn't wait for the next quarterly push. The rhythm of your campaign should match the pace of customer behavior, not the cadence of your internal marketing calendar.
Channel-first: Email blast + Facebook ads during a weekend sale
Omnichannel: Segment high-LTV buyers who browsed but didn’t buy in the past week. Show personalized discount in email. Follow up with dynamic product ads or explore strategies that reduce the steps to conversion altogether—like zero-click PDPs that bring conversion forward in the funnel. Suppress people who already purchased from the campaign.
6. Getting Teams to Work Like Journeys, Not Channels
Team structure is a silent killer of omnichannel.
When paid, email, CX, and retail store ops don’t share goals or workflows, customer journeys break—often in invisible ways. A customer might get retargeted with a product they already bought in-store. Or receive a discount code via email, only to find store staff unaware of it.
These aren’t just coordination errors; they’re trust-breakers. Without shared context, the handoffs between teams create friction that customers feel, even if they can't articulate it. Omnichannel success depends on behind-the-scenes alignment that removes those seams.
Tactics That Help:
Shared KPIs: Track campaign impact across email, ads, and site engagement
Cross-functional squads: Build temporary teams around goals (e.g., reduce cart abandonment)
Shared calendars and retros: Regular meetings where teams discuss journey outcomes, not just channel wins
Unified briefs: When planning a campaign, everyone gets the same context and customer insights
7. Rethinking Attribution and ROI
Old attribution models break under omnichannel. Last-touch undervalues upper funnel work like awareness campaigns, influencer exposure, or early content engagement. First-touch attribution, meanwhile, can miss the nuance of sustained influence or mid-funnel nurturing. In a world where customers touch five or more surfaces before converting, these binary models obscure rather than clarify how value is actually created across the journey.
What to track instead:
Time-to-conversion by journey type
Channel assist rates
Repeat engagement before purchase
Cross-channel campaign impact
Incrementality testing for key journeys
Even if you don’t have multi-touch attribution software, you can:
Run holdout groups
Compare cohorts with/without specific channel exposure
One journey: Focus on abandoned carts or winback. These are high-intent, high-friction scenarios where every missed touchpoint costs revenue. Start with a clear narrative: someone abandoned a product—what would it take to bring them back?
Two channels: Coordinate email and paid social. Email gives you owned reach and rich personalization; paid social gives you scale and visual cues. Together, they form a basic but powerful retargeting loop.
Clear signals: Use behavior to trigger the next best action. Viewed a product but didn’t add to cart? Trigger a soft nudge. Added to cart but didn’t check out? Use urgency or social proof. Opened but didn’t click? Change the creative.
Simple rules: Start with rules like: If they click X, suppress Y for 3 days; if they buy, stop A and trigger a thank-you flow; if no activity for 7 days, move to winback. Over time, these rules can evolve into automated journeys, but even basic logic beats static blasts.
Test. Refine. Expand.
You’re not building omnichannel for the buzzword. You’re building it because your customers already live that way.
The omnichannel challenge isn’t about complexity. It’s about alignment. Align your systems to reflect real customer behavior. Align your teams around journeys. Align your measurement around progress, not vanity metrics. Your customers don’t think in channels. The more your marketing mirrors that reality, the more likely they are to convert, return, and advocate.