Improve your operational efficiency with Transcend Preference Management

By Brandon Chen

Senior Product Marketing Manager

September 18, 20244 min read

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Many of the companies we talk with find efficient management of customer permissions and preferences across multiple systems to be a challenge. Without streamlined solutions that consolidate those permissions and preferences, efforts to personalize user communications are overly complex and time-consuming, making it harder to drive sales growth and increase customer loyalty.

Personalization and compliant user outreach is critical to business success. According to a McKinsey study, over 70% of users expect businesses to offer personalized experiences, and nearly 80% feel frustrated when this expectation isn’t met. While companies we speak with want to meet these demands, the operational hurdles of unifying customer data while complying with various regulations are often holding them back.

Today, in the first post in our knowledge series on Transcend Preference Management, we’ll explore how enterprise companies can significantly improve operational efficiency of personalization and user outreach by replacing manual processes and custom scripts with an enterprise-grade, streamlined and automated solution. Learn more about additional Preference Management benefits:

What makes personalization efforts a challenge? Many businesses today use time-consuming methods like manually exporting contact records from various systems, identifying the latest opt-in statuses, matching records, and re-importing lists into email tools. Others rely on custom scripts built and maintained by internal teams, which extract data from multiple tools, organize it, and re-import it for outreach. These inefficient processes can waste hundreds of hours each month.

Instead of wasting hours creating or updating the list before each campaign launch, modern companies require a solution that provides a unified view of user preferences across all systems. With a solution like Transcend Preference Management, businesses can focus on strategy rather than getting bogged down in tedious data management tasks. This helps businesses:

  • Streamline campaign management, giving teams more time to focus on strategy.
  • Improve audience segmentation for better targeting.
  • Increase number of total contacts to reach by efficiently managing compliant data.

Businesses that utilize Transcend Preference Management accomplish this by storing all permissions and preferences in a unified, compliant system. Your campaigns run on accurate, up-to-date data with no manual effort, as Transcend automatically respects opt-outs across systems through seamless API integrations, ensuring compliance and saving time. You can also ensure accurate and consistent customer profiles with no need for custom scripts, thanks to Transcend's advanced workflow tools and powerful identification resolution technology. By using Transcend, businesses eliminate wasteful operational drain — saving valuable time and resources.

Transcend Preference Management enables companies to maximize their customer outreach and personalization efforts with a large reduction in resources. From initial setup to ongoing maintenance, the platform provides everything you need to manage compliant user outreach and unlock the full potential of your data.

Whether you're currently using manual processes or relying on custom scripts, Transcend can help you modernize your approach. Get in touch with our team if you’d like to chat through your use case and learn how much time and money you could be saving.


By Brandon Chen

Senior Product Marketing Manager

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