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BlogsNovember 20, 2024March 27, 2025

Sales Analysis to Amplify the ROI Cycle

Expanding your pipeline growth with quality leads is the primary goal of your sales team. But how do you determine the performance efficiency?

Sales has a lot to do with numbers— Every day, your sales team sorts through a large database and works diligently towards meeting the targets. But without a system in place, it is tough to keep track of the sales performance. The concept of sales analysis revolves around simply reviewing data periodically and incorporating statistical tools when the need arises. When you gain insights into the numbers, it helps you improve your strategy and boost your sales cycle. Monitoring sales data provides trends and patterns that support better decision-making.

The best way to approach sales analysis is to utilize software that automates data processing and produces a visual representation of the analysis. It is critical to understand the revenue-driving metrics to make informed decisions and design sales strategies. Sales metrics are key to helping you evaluate numbers, growth, sales mix, and trends.

The purpose of sales analysis is to improve your decision-making to optimize revenue and overall growth. It takes into account all aspects of a pipeline and provides insights, such as top-performing, underperforming services, and customer retention. Your sales targets can also influence the frequency of performing the analysis. It involves tracking overarching metrics like deal size and looking into emails on a short-term basis.

Key Benefits of Sales Analysis

There are several advantages of employing sales analysis software in your marketing plan. Let’s understand why you need to leverage this process.

Analyze sales trends

Tapping into historical sales data offers valuable insights into patterns and expected outcomes. It is a good idea to familiarize yourself with the rising or declining trends, allowing you to modify the sales strategy to align with the desired results. If the trends are dropping, then you need to dig deeper and understand how to reverse the trend.

Forecast future sales

Another advantage of identifying sales trends is the opportunity to forecast future trends. Although predicted outcomes may not be 100% accurate, you get an estimate that helps with planning. For example, you can predict the expected ROI turnover for the next quarter based on the sales cycle and trends.

Optimize sales pipeline

Looking into every phase of a sales funnel is a crucial step to revealing gaps or inefficiencies. You can achieve a streamlined cycle based on data-driven insights to implement action-oriented strategies. Such calibration greatly levels up your teams’ performance efficiency.

Peak performance

Analyzing the sales cycle releases data to efficiently manage your sales reps, teams, channels, and marketing campaigns. Setting benchmarks for high performance and goal-based outcomes is the cornerstone of continuously improving your sales numbers.

Understand customer behavior

Tracking all aspects of your buyer’s journey is a starting point to enhance engagement with your customers. When you are aware of the buyer’s behavior and what resonates with them, you are able to curate the content delivery accordingly. A detailed sales analysis provides insights into your buyer’s journey, providing resources to help your sales teams design an effective strategy for increasing customer interactions.

Increase revenue

The ultimate objective of these analyses is to accelerate your sales cycle and increase the ROI returns. You can achieve this by identifying elements involved in a sales funnel that require optimizing the activities to scale your brand’s sales pipeline.

Make data-driven decisions

The performance of a sales cycle is an important determinant in informed decision-making. Every aspect of the pipeline requires flexibility to adapt to the evolving market dynamics. This could be in response to customer feedback or not meeting the sales targets. Whatever the circumstances, your sales team must be willing to accommodate the shift in their approach. The data to support such changes and decision-making needs to be carefully sourced, keeping in mind the gaps and the targets to be met.

Types of Sales Analysis

Let’s take a look at the three common types of sales analysis:

Sales Forecasting

This type of analysis predicts future sales and is done internally by companies. For instance, if you want to estimate the expected revenue this year, you can forecast based on historical data. You can then compare these predictions with the actual results achieved.

Sales Management

It is the process of managing current sales to ensure that your team is on the right track to meeting your targets. Companies like yours can identify areas where the buyer’s journey requires improvement to accelerate the sales pipeline. If the numbers are not as expected, efficient sales management allows you to adjust prices, add new products, or gain a competitive advantage with tools and strategies to optimize the process.

Sales Reporting

Summarize information about sales to track the progress and communicate with your investors. In this step, you need to report monthly sales figures to the shareholders. The idea is to give them an overview of the results of investments.

Top Sales Analysis Metrics

Sales analysis is the driving force behind every brand’s success. It gives you the bigger picture of what’s working and what requires improvement. Here are the best metrics for measuring sales performance:

Revenue

It’s the heart of a sales team, the metric that indicates the success or scope for improvement. Revenue generation is by far the straightforward and important KPI of sales analysis. Multiplying the number of offerings sold by the price per unit will give you the total revenue generated. While accounting for the finances, you need to determine the net profit margin by estimating the proportion of total profits to revenue.

Gross Profit Margin

Also known as the gross margin, this metric gives you an idea of your brand’s efficiency at converting orders into revenue. It represents a financial ratio that estimates the percentage of revenue exceeding the costs of offerings. This KPI is crucial for understanding your brand performance, expressed as costs or profits.

Customer Lifetime Value (LTV)

The longer customers continue to choose your products/services, the more valuable they become to your brand. The LTV metric measures this value as the number of customers who are in it for the long haul. It is calculated by multiplying the average order size by the customer’s retention rate.

Churn Rate

Not all customers may continue in the long run with your brand. And that’s where this metric comes into the picture. The churn rate offers insights into the frequency of customers canceling their accounts. The results are derived by dividing this number by the total number of active users.

Retention Rate

This KPI gives you an idea of the period or timeline customers choose to stay after signing a deal. It is calculated simply by dividing the active users by new ones.

Sales Analysis Tools

These tools provide an overview of your data, allowing you to focus on specific aspects or types of information. Here’s a list of the common analytical components:

Reports: offer insights such as total sales, average order size, and top-selling products or services.

Dashboards: gives a detailed overview of your sales data, consisting of information such as customer types, location, and sales by channel.

Performance analysis: enables you to monitor and enhance your sales performance through information like win/loss ratios and conversion rates.

Pipeline analysis: allows you to manage your sales pipeline by supplying details, such as lead conversion rates and deal size.

Customer profile analysis: designed to help you understand your customers better, typically by providing information such as customer types, buying habits, and demographic information.

Steps to ace your sales analysis

We have prepared a 5-step roadmap for an effective sales analysis:

1. Identify the objective

Defining the purpose of your sales analysis is the point where you begin this journey. Gaining clarity about the gaps and limits allows you to identify the opportunity it will address. Such transparency establishes alignment and prevents unnecessary analytical work.

2. Determine the metrics

Sales and analyses are all about data, however, there are only certain types of information that will serve your purpose. Acquiring data and assimilating them is time-consuming. Therefore, it is best that you focus on relevant touch points, or else your analysis may derail from the goals.

3. Crunch the numbers

After you have the necessary data at hand, the next step is to organize them, interpret and draw inferences. You can fulfill this milestone by managing data and integrating a suitable tool to attain the numbers.

4. Gather other perspectives

The quality of a draft report is better with valuable input from trusted team members who understand the problem. This allows you to identify blindspots your analysis may have, or any opportunity to add clarity to your results. The added insights bring more credibility and confidence to your final report.

5. Present your findings & Recommend actions

Your sales team probably comes across reports and analyses all the time, which makes it possible for some of them to get lost in the noise. This can be avoided by maintaining reports that are easy to act upon. Before presenting them, you must ensure that the core findings are precise. Add specific action items and provide access to raw data or other relevant information.

Summing up

Sales analysis is the backbone for your business growth, helping you understand the efficacy of strategies and tactics. It is like your diagnostic tool, allowing identification of the scope for improvement within the sales pipeline. When you harness the power of data and use it to your advantage, it makes it easier to make informed decisions, promoting long-term sustainability. Tracking the correct information is an essential element to measure your sales pipeline performance. All this data empowers you to tailor your sales strategies for fulfiling the specific needs of your target audience. Embrace the analysis to set your brand on the path of customer satisfaction and increased revenue.

BlogsNovember 20, 2024June 5, 2025

Claude 3.5 vs GPT 4o: Key Takeaways

With AI’s dominance in business operations, reliability of the tool is questionable. Claude 3.5 or GPT— Which one’s better?

In today’s tech-led world, businesses are realizing the power of AI. 94% of execs believe that AI has the potential to amplify brand growth. Most of us assume AI to be a tool that merely responds to a prompt. But there could be more to this. We are yet to decipher how a particular response is generated, raising several questions and skepticism. Can it do more than synthesizing information from multiple sources? What if one day it becomes so great at content assimilation that businesses begin to replace humans?

Brands rely on high-quality content to generate revenue and traffic through various mediums like social media channels, emails, subscriptions, etc. With Perplexity AI, Open AI, and Google AI already coming to the forefront, more needs to be explored in the AI domain. A stream of tech is being introduced, requiring businesses to scale up and integrate the best AI tools.

After the release of ChatGPT, it became the fastest-growing app. Inculcating curiosity and debate, this technology began to dominate the tech domain. As ChatGPT gained popularity, more language models were launched in the market. One of them is Claude, a tech that became the closest rival. Businesses are now weighing which of these technologies is better than the other. However, ChatGPT stepped up by launching GPT-4o- a multimodal AI model. Claude didn’t stay behind this competition and released Claude 3.5.

The comparison between Claude 3.5 and GPT-4o is real and more relevant as Open AI is geared towards setting a new industry standard.

Claude 3.5 and GPT-4o at a glance

With the generative AI market projected to reach $126.5 billion by 2030, brands like yours must recognize the strengths of these leading models.

Claude 3.5

With this advanced large language model, you don’t need to stress about data safety. It builds on the strengths of previous models, enhancing AI applications. The design of this model successfully minimizes harmful outputs. You can generate coherent and relevant content across various domains, improving its suitability for various applications. The core focus of Claude 3.5 remains textual inputs and outputs.

GPT-4o

OpenAI developed this tech— a multimodal model that integrates text, audio, and visual processing into one structure. Using GPT-4o, you can seamlessly manage AI advancements. This allows you to integrate text, audio, and visuals into one framework, promoting the management of complex interactions. A highlighting feature of the new GPT is better user interactions. There is also an attempt to address safety measures to ensure appropriate responses.

Key differences between Claude 3.5 & GPT-4o

1. Model Architecture

Claude 3.5 Sonnet will be beneficial to you for long-form content like processing large documents and complex workflows involving multiple steps. Its model architecture is designed such that it offers an extended window that makes Claude 3.5 perfectly suited for customer support. You can track detailed history or handle complex conversations. Moreover, brands dealing with extensive data processing or technical documentation can benefit from their ability to manage large inputs accurately and continuously.

GPT-4o can process text, image, audio, and video inputs, making it the best fit for cross-media processing applications. Although GPT-4o is not the best bet for your long-form content, its broad context window is powerful enough for most conversations, real-time problem-solving, or content-generation tasks.

2. Multimodal Functionalities

The expertise of Claude 3.5 lies in processing text and visual reasoning, promoting smooth integration of visual data like charts and graphs. This tech is useful, especially for integrating AI to interpret and draw insights from statistical data.

GPT-4o allows you to efficiently process text, image, audio, and video within a single model. It is a versatile model for multimedia applications. You can leverage this technology to launch personalized content, marketing campaigns, and interactive experiences. The best feature is text generation in response to visual prompts for various industrial domains.

3. Pricing

Cost-wise, Claude 3.5 is more cost-effective than GPT-4o. This applies to domains like back-end processing, data analysis, or customer service. Claude 3.5 has the potential to handle a lot of data internally without requiring a high output volume. On the other hand, GPT-4o is more expensive but gives you flexible costing options, especially for Batch API.

GPT-4o is the better option for businesses with high multimodal output requirements, such as content creation, marketing, or media production, where the cost per output can quickly add up if not managed effectively.

4. Coding and Reasoning

When it comes to coding-related tasks and processing complex reasoning, Claude 3.5 is your champion. It can handle complex programming challenges like debugging, refactoring code, and solving intricate algorithms pretty easily. Additionally, it is ideal for software companies, data scientists, or brands working on modernizing tech applications. You can rely on Claude 3.5 to efficiently solve your tasks, even those that demand a deeper level of logical and mathematical reasoning.

Apart from coding, GPT-4o’s strong points lie in creative writing, language translation, and dealing with multilingual conversations. You can utilize GPT-4o to operate efficiently in multilingual settings. This version of GPT generates better content, making it a perfect fit for new or established brands in content creation or marketing domains.

5. Speed

The operating speed of Claude 3.5 is twice that of Claude 3 Opus. However, compared to GPT-4o, it generates outputs slightly slower while being accurate and operating over a large context window.

GPT-4o is well-suited for real-time applications where speed is important for live customer support, voice-to-text processing, or interactive AI-driven apps. This tech functions efficiently in real-time transcription or global business support.

When should you choose Claude 3.5?

Claude 3.5 offers a context window perfectly suited for long-form tasks, which serves well if you are dealing with technical research or multi-level interactions. This advanced Claude is great at debugging, refactoring, and handling complex algorithms. It is an ideal software solution for application modernization. If you are from an industrial domain that involves interpreting data with visuals, it is a valuable tool.

When you should opt for GPT-4o

GPT-4o holds the potential to process complex datasets, including texts, images, audio, and videos. It is the ideal pick for multimedia content and businesses demanding dynamic content flow across various formats like marketing and media. You can utilize this tech to generate campaign copies, image files, and videos for a product launch. This can be your go-to tool for streamlining your content production cycle, allowing you to deliver messaging in different formats. Another plus point of integrating GPT-4o is seamless real-time interactions and live customer support. This feature makes it a perfect fit for your global customer service operations. Explore Lead generation services.

Summing up – With the growing digitization, there is a need to dive into the inner workings of the upcoming AI models. Glaude 3.5 Sonnet, one of the large language models is great at reasoning and generating human-like responses. It lets you create an organic chat experience despite being a tech. Contradictory to Claude 3.5, GPT-4O is faster even for responding to multiple prompts at a time. Both these technologies are worth investing in, but the choice would depend entirely on your business offerings and the challenges you are looking to address.

BlogsNovember 19, 2024June 5, 2025

Bottom-of-the-funnel Marketing Strategies to Drive Your Sales Pipeline

When your customers reach the end of the sales funnel & are just a step away from garnering new clients, these marketing tactics will help you win leads.

The bottom funnel is a closing stage. Your potential customers are done with their research (TOFU) and have weighed the options well (MOFU). By now your prospects have thoroughly investigated their problem and are well aware of the potential solutions available in the market. All they need is a final push to take things ahead from the BOFU phase. And the next step is converting them into buyers.

That said, the last leg of the sales funnel pipeline may have the least number of leads. The number of prospects at this stage will probably be few, but all of them chose to come this far. You can be sure that they align with your offerings and are ready to make the purchase. Your prospects have liked your brand and are one decision away from sealing the deal.

These prospective clients fairly have an idea of how your brand will address their pain points, over the conversations or messages you probably exchanged before they reached this stage. They could be regularly visiting your website to understand how your product or service resonates with them. By the time your prospects reach the Bottom Of the Funnel stage of the funnel, they have interacted with your TOFU and MOFU content, instilling brand awareness and building trust in what you have to offer. The BOFU phase is also a point where you are banking on garnering more leads and getting worked up about how to make this happen. In this article, we have provided insights to guide you toward successful interactions with BOFU customers.c

Your BOFU marketing objective needs to center around convincing your prospects that they should buy your product or services. Building an effective marketing strategy for BOFU is a catalyst for driving revenue and accelerating brand growth. It is the process of marketing to a narrow, highly qualified audience to nurture the decision-making process and persuade buyers to purchase your product or service. For converting more prospects to leads at this stage, you need an effective BOFU marketing plan to convince potential customers that they need to go ahead and make the buying decision.

Bottom-of-the-funnel Marketing Tactics: Content Ideas to help you shine

In a marketing funnel, a well-crafted BOFU will make a big difference to help your brand shine. The goal of your marketing strategy is to amplify personalization and highlight your brand’s trustworthiness. Although in-person interactions are considered impactful, robust content can also attract customers for the long haul.

While launching a bottom-of-the-funnel marketing campaign, remember that your end goal is to take people across the finish line, converting them into paying accounts. An impactful digital marketing strategy will serve as a roadmap to convince potential customers to purchase your offering. And this is possible by delivering informative content that motivates prospects to take action.

The bottom-of-the-funnel content framework focuses on prospects familiar with their pain point and actively seeking the best solution. These are the people who are very close to buying your offering. This is the perfect stage to use the power of content to persuade the purchase decision. BOFU content takes personalization up a notch, helping the potential leads decide to follow through and convert. Your content must convey why your offering is the best solution for their pain point.

We have compiled ideas for effective BOFU content to inspire action and increase the lead conversion rate.

Product Guides and Tutorials

Publishing how-to guides and tutorials for your products or services are good content forms to consider. Utilize them to convince your prospects that your offerings will deliver the results and outcomes they’re counting on.

Free Trial Experiences

A free trial is a great way to advertise your expertise. More customers would be willing to give a free trial a go than jump to the purchase. If your business is product-based, a free trial will help provide customers with more details. It is perfect to provide an opportunity to find appealing features about your product, convincing you to purchase. When your prospects enjoy a free trial experience, the probability of them converting into paying customer could be higher.

Case Studies

Case studies work well for the bottom-of-the-funnel marketing strategy to support the final nurturing and the much-needed persuasion. The feature of case studies that stands out is that you can create interviews narrating buyer personas and provide deep insights into what made them take the plunge of purchase decisions. These case studies can also draw upon why the customers think your product or solution is amazing and how well it solves their challenges. Add the benefits of integrating your offering and why they recommend prospective buyers. You can use case studies as an opportunity to highlight features of how other customers are benefitting from your product or service.

Blog Posts

Blog posts are amazing marketing tools for bottom-of-the-funnel. You can launch short and pillar blog posts to communicate key features of your offerings and how they will help your prospective customers. The idea here is to develop blog pieces for specific buyer personas, so they find it highly relevant and can resonate with them. All the blogs can then be distributed through various channels, such as websites, emails, social media posts, and so on.

Infographics

These forms of content are visually appealing and work well to catch the audience’s attention. With infographics, you can showcase complex solutions in a simple and visual format. This content can also feature customer experience and how your brand helped them overcome pain points.

Paid Advertising

Set a clear budget plan for advertising your offering to the right client network. Launching paid ads can help you remarket to customers you previously interacted with and who showed interest. Collect relevant data to share your ad campaign with and use the channels frequented by prospective customers.

Email campaigns

Once you have drawn a niche audience in the BOFU phase, you can persuade them with an effective email. Sending out personalized email campaigns to potential customers can work in your favor. Personalize your messages so you connect with them better. This marketing channel remains a great way to guide the buying journey of prospects and enhance their interest in your offerings. While engaging with customers, think carefully about how to leverage emails to earn a conversion at the BOFU phase. In your emails, you can add a combination of targeted content, such as useful tips and promotional offers.

Customer success stories

Success stories can be uploaded on your web page, giving potential customers confidence in your brand. Provide potential customers with stories that highlight the positive experiences that people have had in the past. Share a link to a video demonstrating successful user experiences with products or services.

Wrapping up

The bottom-of-the-funnel is pretty much the end phase of your sales cycle— the last step before converting prospects into paying accounts. A strategic plan can help push prospective customers to make the purchase decision. Your marketing plan for BOFU customers needs to focus on the incentive and accomplish the lead conversion with impactful content marketing. The types of content that will work well for bottom-of-the-funnel marketing differ from the TOFU and MOFU stages. Rather than utilizing it to build trust, you’ll need to leverage content strategies to increase lead conversion. With these marketing efforts, utilize BOFU to highlight your offerings directly to prospective customers.

BlogsNovember 13, 2024March 27, 2025

Sanctions Screening Tools: The Key Takeaways

As brands adopt digitization globally, stringent regulations are a must to prevent risks. Find out which screening tools can help you comply with these.

Businesses worldwide are becoming more interconnected in the digital revolution. This expansion calls for compliance with international regulations, which raises the need to integrate sanctions screening.

The process is significant for protecting your brand’s reputation, preventing financial loss, and strengthening the integrity of the global financial system. It performs a comparative analysis of an organization’s reference or transactional data with sanction lists. Sanctions are important for preventing financial crime and emphasizing the need to align with regulations to safeguard against potential risks. It is a process to help businesses remain compliant with international sanctions while ending money laundering, disrupting financial crime, avoiding penalties, and protecting the national security of the area of operation. A sanctions list is publicly available and issued by national or international authorities. This document is updated periodically and mentions important details about individuals, entities, territories, or countries subject to economic or legal restrictions. The advantage is that the most suited tool to flag any overlaps with sanctioned parties for further investigation.

Key Benefits

Effective sanctions screening tools allow you to comply with relevant regulations for anti-money laundering and KYC by detecting financial risks and crimes early on. You can benefit the most when you apply these at different stages to prevent thefts and ensure compliance. Initially, conduct risk assessment while onboarding a new client or business partner. The same goes for business transactions– verify the client or partner’s identities. The companies mentioned on these sanctions lists may not receive access to financial systems, be restricted from trade, or be subject to other restrictions as part of preventive measures.

Let’s take a glance at some of the advantages offered by this software.

Preventing money laundering

Sanctions screening allows the identification and blocking of transactions involving illicit funds.

Reputational protection

Keeps risks at bay through efficient compliance. The reputational protection allows you to comply with regulations and prevent illicit activities.

Preventing financial losses

You can avoid going through a financial crisis with this software since it helps you identify and block transactions that may involve sanctions breaches.

Safeguarding national security

Quick and efficient sanctions screening prevents fund transfer to companies that may be a threat. Your national security objectives get complete protection from risks or breaches.

Protecting the financial system

Integration of robust sanctions security software results in a stronger and more resilient global financial system. It achieves this resilience through transparency, integrity, and accountability in the transactions.

Sanctions Screening Software: Top 4 Features

This software simplifies streamlining and compliance with legal regulations. It allows you to save your brand from risks and reputational damage. Here are some of the key features to watch for:

7 Best Sanctions Screening Tools

KYC Hub

KYC Hub, marked by its comprehensive solutions and advanced compliance capabilities, emerged as a robust platform capable of addressing the complex needs of various industries. This sanctions screening provider is designed to fulfill the multifaceted requirements of all industrial domains. KYC Hub is equipped with tools, such as OpsFlow and FinCAI Knowledge Graph to improve compliance and risk management processes.

NICE Actimize

If you are a fintech company looking to boost accuracy and compliance efficiency, this is the best fit. It provides an autonomous AML suite that modernizes AML programs. NICE Actimize executes this with AI integration, machine learning, and intelligent automation, thus giving you a holistic overview of customer activities and potential risks. The suite and the Actimize portfolio produce an entire coverage across the AML value chain. It comprises all components, from onboarding to ongoing monitoring, ensuring that your brand remains ahead in complying with regulatory requirements.

SEON

This sanctions screening is notable due to its money laundering and anti-fraud features. It is popular for its efficient solution which includes a rules engine for adhering to regulatory requirements. SEON’s flexibility allows the assigning of a risk score to all transactions. It promotes the decision-making of whether the software requires approval, rejection, or must be subject to thorough evaluation.

Alessa

Alessa is an efficient anti-money laundering and fraud prevention software integrated with tools to enhance compliance and operational efficiencies in the banking, finance, and insurance sectors. This solution comes with a series of capabilities, such as a flexible rules engine, and a teamwork-oriented setting that allows you to implement supreme risk and compliance monitoring.

Sanction Scanner

This software solution offers sanctions to prevent financial crimes and ensure compliance with international regulations. The process involves making sure that companies are not among blacklisted entities globally. It allows you to apply the necessary controls to fulfill the mandatory sanctions regulations.

HyperVerge

Its specialty lies in streamlining and automating multiple sanction screening processes, and at the same time making sure there is AML compliance. The software has advanced capabilities to help conduct comprehensive verifications with major sanctions. HyperVerge utilizes autonomous systems to refresh entity profiles 24/7. It is a great tool to receive real-time updates on worldwide sanctions and mitigate false positives. The software is embedded with custom filtering options to complement the updates, thus enhancing accuracy in large-scale data processing.

ComplyAdvantage

This sanctions screening software offers advanced solutions to organize the complaint process and eliminate risks with financial crimes. It is powered by AI algorithms that allow the identification and evaluation of risk profiles with sanctions, adverse media, and enforcement data. ComplyAdvantage provides a user-friendly interface and customizable solutions that minimize screening backlogs with in-depth audit trails and optimized workflows.

Best practices to measure success

Sanctions screening will vary for every organization, depending on your business objectives and risk appetite. However, implementing these practices would help measure the effectiveness. We have listed out some key benchmarks for you to ensure the best performance.

Low False positive rate: This indicates a system that marks the differences between legitimate transactions and potential matches to sanctioned entities. Therefore, this reduces the need for processing manual reviews and escalates operational efficiency.

Response time: Verify whether the sanctions screening program is robust by evaluating its ability to detect and incorporate updates. This feature minimizes the risk of delayed processing while ensuring compliance.

Onboarding time: Estimate the successful performance for enhancing the customer onboarding process in a shorter period. Some solutions have reported an 83% reduction in onboarding time, achieved through the streamlined optimization of the onboarding procedures.

Remediation time: When an alert is flagged, how quickly it gets resolved is the key to improving the efficiency and efficacy of compliance analysts. This should include an intuitive way to document the decisions taken for audit purposes.

Final thoughts

The B2B landscape is as dynamic as ever— sanctions screening is a must-have mechanism to avoid falling afoul of compliance regulations. These tools provide real-time and accurate updates. The top sanctions screening software in the market highlights the unique features, applications, and technological advancements that set each apart. They help select a tailored solution aligned with your business goals. Integrate the best-suited solution to prevent money laundering and improve compliance with international regulations.

BlogsNovember 12, 2024April 30, 2025

Bluesky becomes a refuge for 700,000+ members who want to avoid false data

In the wake of the U.S. election, Bluesky reached 14.5 million users after members left X.

The world is abuzz with social media engagement. And during impactful events like elections, there is a high reliance on these channels and their updates. But all said and done, members lean toward sources providing accurate and righteous information. The surge in Bluesky members is a shining example of this trend.

(Source: CNN)

X, previously Twitter, flooded with election updates as Elon Musk joined hands with Donald Trump. Elon Musk took over Twitter in 2022 and since then, its reputation has taken a hit. Plus, showcasing his alliance with Trump on the social media platform didn’t sit well with several users. Musk rooted for Trump, taking advantage of the channel to increase support for the new U.S. president, and this seems to have further worked against X. Brazil, for instance, banned X and witnessed a rise in Bluesky sign-ups.

(Source: POCIT)

X promoted far-right activism and misinformation which caused a shift in the user pattern.

Members who chose to flee from X escaped the misleading data and found refuge in Bluesky— a channel that was initially launched as a project and funded by Twitter, but later established as an independent entity in 2022. Currently, it has an active membership from diverse users including Taylor Swift fans aka Swifties, wrestlers, and city planners.

Bluesky is now a preferred channel for many who appreciate the liberal media exposure, previously offered by Twitter. This influx predominantly poured in from the U.S. Bluesky’s popularity may continue to soar as it adds features such as direct messaging and video compatibility.

The U.S. election has been a game-changer for Bluesky, whereas X has had a downfall. The core reason behind these numbers remains to be the offensive and misleading information X entertains. While the audience appreciates interesting and eye-catching updates, misinformation and offensive posts— not so much.

BlogsNovember 12, 2024April 28, 2025

Best Programmatic Advertising Strategies: Journeying beyond the obvious.

Advertising is creativity given validation. People buy from a brand because a copy and its message resonates with them, and if it’s in their budget. Ogilvy, the advertising man, was touted as a paragon of creativity and scientific rigor for his breakthrough in advertising and helping products reach the masses.

Mad Men. Nike. Apple —advertising is an intense study. And everyone wants a piece of it. Brands can build identities with ads and stay in the buyer’s head for decades or years. Becoming part of their nostalgia.

‘Advertising is powerful’ is an understatement. But now, the landscape of ads has changed. All it takes is one look at Times Square and the internet to realize that the most popular form of advertising is digital.

Although print has value and offers a throwback to simpler days, digital advertising has made it easier to reach relevant audiences and resonate with them.

The most challenging part of creating a copy is making it stand out and understanding the message for the right audience. Design, message, and content are the lynchpin of modern advertising.

But how do you reach your audience at the right time with the right message? The answer: Programmatic advertising. The logic behind programmatic ads is simple— as AI Sweigart says, automate the boring stuff.

Programmatic ads have revolutionized advertising. And we’re not even over-indexing its value. But to unravel the full breadth of ad potential, marketing teams must devise strategies for impact.

And these programmatic advertising strategies go way deeper than the obvious.

Programmatic ads are complex systems devised by publishers and advertisers to simplify the process of advertising. These systems involve a lot of moving parts. Before we touch on the strategies. Let us, for the layman, explain what programmatic ads are.

What is programmatic advertising in simple terms?

In simple terms, programmatic ads are the automation of the ad system. There are four technical concepts that marketing teams should know. These are the: –

DSP or Demand Side Platform
SSPs or the Supply Side Platform
RTB or Real-time bidding
Ad Inventory or Total ad space

The process starts with the demand side platform. Advertisers use these systems to automate their ads and set up campaigns. On the DSP, the advertiser sets their budget, bidding limit, and so on. In real-time, the RTB starts bidding, and when an advertiser wins, the SSP gives the ad inventory to the winning copy.

These ad inventories are spaces on a website or a slot in video or audio content.

All of this is automated. The advertiser has to choose their audience and define them for the DSP and SSP. The algorithms do the rest.

The Importance of Programmatic Advertising

It is an effective way of advertising. And it keeps on growing as the tech permeates into the tiniest details of our lives. The moment we wake up, advertising and its potential can reach us through our smart devices and OOH displays.

It is this potential that advertisers must use to elevate the consumer’s life. And that is where the programmatic advertising strategies start.

Types of Programmatic Advertising Bidding

Programmatic advertising has tiers of its own. There are various types of bidding that advertisers can engage in based on their budget and standing in the market. Yes, some advertisers enjoy the benefits of an exclusive guestlist.

These types are as follows: –

Open Exchange Biding

Many publishers can bid on the open exchange type of programmatic bidding. It is open to all entries. And there are a lot of publishers available to the advertisers. Open exchange uses RTB to bid for the spaces. These ads do not have a guarantee.

Private Auction

This is where things get exclusive. Not all advertisers are allowed in the private auction. Certain publishers allow a select few to use the ad inventory. Private auction works on the bidding system of PMP or private marketplace— it is the exclusive version of RTB.

Programmatic Guaranteed

This is where we realize the importance of a buyer/seller relationship. Programmatic guaranteed happen between two parties. There is only one advertiser and one publisher. The advertiser has exclusive rights to run ad campaigns on this publisher’s website. Imagine the potential it has. A deal with high-quality publishers means higher chances for ad personalization. After all, an exclusive publisher means access to exclusive audiences and premium inventory. They work on the programmatic direct technology.

There are no bids in programmatic guaranteed. The prices of clicks, impressions, etc. are fixed. And the number of impressions is fixed, too. Negotiated by the buyer and publisher, the publisher promises a certain amount of impressions.

A note on programmatic direct: It is a one-to-one interaction where advertisers’ salespeople meet with the publisher’s team for the deal.

Preferred Deal

Preferred deals are non-guaranteed types of programmatic bidding. The advertiser gets preferential treatment from the publishers, and the buyer can choose not to publish the ad. The publisher and advertisers set a negotiated price for specific ad inventories. Preferred deals are flexible and offer publishers and advertisers a middle ground for exclusive treatment.

Preferred deals also use programmatic direct for inventory purchase and negotiation.

Strategies often fail, and that is not a bad thing.

Programmatic ads are often said to be complex. And for good reason. There is a lot of thought behind them, and marketing teams must understand their workings.

There is a certain vagueness in the programmatic landscape. Most conversations surrounding the technology and its strategies are based on the basic rules.

Of course, A/B testing and understanding the customer are crucial for an ad campaign’s success. There isn’t a marketing leader out there who doesn’t understand the value of experimentation and its relationship with growth. Or understanding the customer in crafting a resonating message.

Crafting a strategy must go beyond all of the basics and the obvious. It would be easy to list down all the things that you must do to succeed. From A/B testing to understanding the DSPs, technical knowledge is a must, but it is a topic discussed at length.

However, one crucial aspect of programmatic advertising strategies, in fact, marketing in general, is how you find a strategy unique to your organization and then execute it.

In advertising, it is by understanding that you must be as fluid as the customer itself.

2025 Emerging Trends in Programmatic Ads

Ask your social media managers. They will tell you that trends change almost daily. Think of all the trends you followed. How many of them died within the day, and how many still persist?

Why does it happen? Psychologists and marketing experts have pondered over this question for a long time. A works, but D does not.

The answer lies in the cultural context of the message. B2B marketing is often said to be boring.

Emerging trends are linked to what is relevant to the culture you are advertising to. And this aspect goes beyond understanding your customer; it is context-based.

Culture, in this day and age, means understanding the societal and technological landscape of the target geography and demographic.

The simplest example is: Will you talk to a 20-year-old like you would with a 60-year-old? No, their technology and understanding of the world changes. Language and lingo changes.

With this information, marketing teams can not only identify emerging trends but also create them. One of the most famous examples is Oatly. Their disruptive marketing is based on eye-catching and energetic messages that go against the grain.

They recently went to the US capitol and gave people ice cream, which was advertised as tastier than regular ice cream. But such disruptive marketing is possible in the ever-social US climate. If it were Japan, they would have been subtle and contradictorily a bit more absurd.

Emerging trends and timeless messages are the crux of marketing strategies. And to understand them, you must understand your customer segments’ culture above everything else.

The Budget Strategy For Programmatic Campaign

Bidding is one of the most crucial aspects of programmatic advertising strategies. In Hubspot’s 2024 state of marketing report, marketers report facing scrutiny in how their budgets are spent and how ROI is generated.

And that scrutiny has only increased. Programmatic ads are budget-heavy. DSPs cost a lot. While running the ad itself will based on the ad budget, impressions, the bid at which it closed, and the keywords used, the tools that you buy will be out of the larger marketing budget. And they are expensive.

How will you justify your budget? This strategic question is often overlooked. In this piece by Google Think—Jim Lecinski, a professor of clinical marketing from Northwestern Univerity, suggests presenting marketing budgets not as a bill but as a financial investment.

It is a simple yet revolutionary idea. For your programmatic advertising strategies to work, you must justify the cost behind them and propose levers of financial growth.

You must: –

First, understand why programmatic ads are necessary for your brand. And the potential ROAS the campaigns will present to you.
Propose an exact budget and the returns you expect from the campaigns.
What market share do you expect your ad campaigns will deliver, and what will be the financial effect on the quarter?
What are the drivers of growth you are targeting? Is it brand awareness? Is it leads? Or is it sales?
What will be the end financial result of the campaign, and how will it affect the bottom line of your organization?

These are some of the questions that will help a CFO make sense of your spending. Advertising, as much a creative endeavor, is also a financial one.

The Creative Strategy

How does one strategize creativity when creativity itself is part of strategy?

The answer: Creativity is nurtured through experimentation.

While marketing teams love to assign data and attributes to their assets and winning templates, there is no such substitute for creativity. What resonates with people are emotions and outcomes. In the B2C industry, this is perceived to be easier than B2B.

But that is not true. When in a workspace, people are still bound to emotions related to their work, and simplifying complex tasks opens up space for more business improvements and a perception of elevated work lives.

As such, creativity must work within the bounds of emotions and provide a positive outcome to your buyers.

The message

Let us try out an example: –

Of the two messages below, what catches your attention the most?

a. Notion is an all-in-one workspace for managing and creating content.

b. Bring your ideas to life— ideation, planning, design, and creation. Notion, is a canvas built to evolve with your vision.

Both messages will resonate with the right audience. There is a chance one will elicit more emotion, curiosity, and imagination. But that is for you to understand which one.

Creativity can be enabled in your teams by letting them experiment. A/B testing is part of this experimentation to verify what is working. But it is not the only way to experiment.

Hotjar’s product experimentation method.

Hotjar, the solution for website analytics, goes through a framework for product experimentation. It is the scientific method of: –

Asking the right questions: What does the user want and would benefit from?
The possible solutions to the problem
Who does the solution exist for?
And the data backing up your claims.

This framework empowers marketing teams to come up with their experimentation methods by mixing and matching their unique user base to their behavior.

After all, a message about the product can also be seen as the product itself.

Ad copies are fascinating pieces of art that serve a practical purpose. And should be looked at from a creative aspect. But like architecture—whose art also serves a real function— ads’ creativity has to be deeply rooted in the needs of the buyer.

These needs can be found through understanding the buyer with data.

The Technical Strategy for perfect optimization

We have looked at things from the creatives’ perspective. It is time to get technical.

Technical programmatic ads strategies fall into four parts, and their function is to get a deep understanding of buyers’ needs. The technical strategy enables marketers to validate their creative messages. These four parts are: –

Understanding Insertion order and line items
Gathering data
Analysis
Integration

Insertion order and line items

One of the main aspects of running an ad campaign is the timing.

When do you want the ads to run?

For how long?

Where?

To whom?

And why?

Without these, you will not be able to have a successful campaign. Purpose, geography, time, and the user are necessary dimensions of a programmatic advertising strategies’ success.

You have to be very careful with these. Because automation will do as you say.

But how do you go about this? It is by defining the insertion order (A term used by Google’s DV360). Insertion order and its equivalent is nothing but the set of interrelated line items (a.k.a. ad groups.) and the commands given to those line items.

Say you are a SaaS company for salespeople. And you are launching your AI agent. The insertion order will have all your ad groups for the launch of the AI agent.

These ad groups will be of similar themes. But they can target: –

Different user bases with their language
Different geographies
Different keywords e.g., Sales AI Agent V.s. Conversational AI Agent.
Different messages and designs.
Have certain time periods and differing budgets – maybe one line item runs for an hour, and its budget, 500$ or it runs for the European region and should stop after there are 1k clicks on the ad.

With insertion order and line items, you can set up the rules you want for your campaign. There is complete flexibility as to how you want your ads presented to your users.

Data

Data is a treasure in marketers’ hands. Understanding buyer behavior comes from data. And programmatic advertising is ripe with data.

Every interaction, click, impression, etc. leaves a digital footprint of users’ behavior. And with DSPs, you can choose the data you need in specific scenarios for unique conditions. That makes DSPs a goldmine for first-party data— the holy grail of user data and a key components of programmatic advertising strategies.

However, data without analysis is like a book without a cohesive story.

Analysis

Data analysis has revolutionized human life. From winning wars to boardroom meetings, analysis has driven our decision-making ever since we understood the power of computational data.

There are multiple ways of analysis— through automated software or manual effort, data begins to make sense to the one looking for clues. It is the story behind these vast behavioral maps.

Why does one user behave this way with this campaign but not the other?

Analysis lies in questions such as these. Adobe has a great blog on data analysis and its tools. But for our programmatic advertising strategies, analysis must answer the following questions: –

Is the campaign working as good as you hoped it would?
Do the numbers or trends suggest that your ad spend was justified?
Does the trajectory of your ad campaign need to change? If yes, in which section do you think it should be?

The analysis gives insights into scattered data. But it is the human being who must choose what to do with it. An AI will provide a predictive analysis of your data and visualize it.

The main question is: What can you do about it?

Here’s a resource for all marketing analytical enthusiasts. To generate insights in BigQuery, you would need to do this: https://cloud.google.com/bigquery/docs/data-insights

But your DSP will also provide such analysis. At least, DV360 promises to do so.

Integration

Integration is a vital concept in marketing. It means delivering a cohesive and singular experience to your user.

Programmatic ads are part of customers’ journey into a seamless experience. One cutting-edge advantage of programmatic advertising is the data-driven approach it takes.

And thus enables a dynamic approach to marketing. Based on your buyer and their journey in the funnel, programmatic ads can change the message. And the mode it takes to reach the buyer.

These dynamic ads have the advantage of reaching your buyers wherever they prefer to be. Even if it is their smart TV.

The Reach strategy

Programmatic ads can reach the buyer anywhere. From TVs and phones to their Alexas, these ads can potentially approach your ICP on their terms.

Reaching your audience is not complicated. If your ICP loves podcasts, that’s where you will be.

But what matters is the message. The cohesive experience must also be dynamic enough to adapt to the channel. The message should stay the same, but the delivery will change.

If your ICP is an avid football fan, can you leverage that to reach them through their CTVs?

And you should not do this for clicks either. Remember the rule? 95% of your ICP is not in the market to buy.

But you should nonetheless market to them. Why do you think that is?

It’s because of category entry points. In any given scenario, if a buyer wants to buy something, they will search their memory banks for an option before any search engine. In short, if they think of you in an ideal buying situation, there is a high chance that you will be their choice.

There is a reason why positive brand awareness and market share are so intimately linked.

Bringing it all together – The end of strategy

This is not a comprehensive take on the programmatic advertising strategies that you must take to improve. There’s the omnichannel experience, cross-device targeting, second-party and third-party data leveraging, and more.

There is a good chance your strategy may fail. And that is a good thing. Programmatic advertising strategies’ success is based on the agile practices of failing, pivoting, and success. We have presented to you moving parts that will be necessary for you to understand its depth.

The way you use these moving parts will be based on your creativity. As you experiment and grow, so will your strategy.

As a leader, you must drive the balance between creativity, experimentation, budget, and execution.

Programmatic advertising strategies are intense and satisfying.

Programmatic ads are deeply rooted in marketing strategies. Ad copies must be creative and deliver value to the user. Whether it’s humor, design, content, or the message, each copy must be treated like a product and elicit emotion in the viewer.

There are many dimensions by which you can judge your ads’ success, but if it does not align with business objectives, there is a chance that you may not get the organizational buy-in necessary for the campaigns.

CMOs must teether the line between advertising’s creative side and its financial one. One of the greatest advantages of programmatic ads is its data banks, which can produce high-quality data that will be beneficial for the entire organization.

The complexities of programmatic advertising strategies are not lost on us. That is why Ciente.io orchestrates your buyer experience for you. We lighten the load on your shoulders by bringing our expert-led strategies for brand success.