Schneider Electric MarTech Case Study
Turning CDP Foundations into Measurable Business Value
Dexata partners with Schneider Electric on an ongoing Tealium CDP programme, strengthening governance, data quality and activation infrastructure, then using that foundation to drive real-time personalisation, lead quality and revenue recovery across global markets.
An ongoing CDP strategy and operations partnership spanning platform governance, audience activation and customer intelligence, integrated across Tealium, Salesforce Marketing Cloud and AWS.
Industry
Industrial Technology & Energy Management
Location
Global
Engagement Type
Tealium CDP Operations Support
Results
In one quarter;
- 2 strategic initiatives delivered
- 5 new use cases designed
- 20+ data sources reviewed and optimised
- 40+ audiences reviewed and optimised
- 80+ connector actions reviewed and cleaned
- 1 technical enablement workshop delivered
ENGAGEMENT
Building the foundation before building on it
Schneider Electric’s CDP programme with Dexata is deliberately sequenced: strengthen the platform’s foundations first, then activate them into commercial outcomes. Early phases of the engagement focused on improving data quality, tightening governance, and optimising audiences and connectors — clearing the technical debt that would otherwise slow every activation use case behind it.
That discipline is paying off. With governance, data quality and activation frameworks in place, the programme has moved into real-time personalisation, automated lead scoring and revenue recovery, with a phased rollout already underway across key markets.
SCOPE OF WORK
Platform governance and data quality, audience and connector optimisation, secure infrastructure migration, Salesforce Marketing Cloud integration, lead scoring automation, and pilot design for website personalisation and cart/form abandonment recovery.
DELIVERABLES
- Platform governance and data quality overhaul
- Audience and connector optimisation across the full Tealium estate
- Automated lead scoring with global rollout
- Secure, scalable infrastructure migration
- Website personalisation pilot using real-time customer intelligence
- Cart and form abandonment recovery programme
PROGRESS TO DATE
What We’ve Delivered
1
AUTOMATED LEAD SCORING
2
PLATFORM RESILIENCE
3
AUDIENCE AND CONNECTOR OPTIMISATION
REAL IMPACT
What Good Looks Like
1
REAL-TIME PERSONALISATION
2
RECOVERING HIGH-INTENT USERS
3
STRONGER CUSTOMER INTELLIGENCE FOUNDATION
WHAT’s NEXT?
The Outcome
Strengthening the platform’s foundations unlocked capabilities that weren’t accessible before: a secure and scalable platform, faster activation of new use cases, improved lead quality, personalisation readiness, and a growing revenue-recovery capability. The result is a CDP programme that’s converting technical foundations into measurable commercial outcomes — with a clear roadmap for what comes next.
Let's turn your MarTech investment into measurable value
Most CDP programmes stall between implementation and impact. Dexata’s approach fixes the foundations first – governance, data quality, activation – then turns them into personalisation, lead quality and revenue outcomes you can measure.