Customer Journey Optimization & Systems Integration

Build smarter, scalable, and data-driven experiences by unifying your engagement, tracking, and analytics systems for sustainable growth.

Maximize Your Insights

Unlock Your Systems’ Full Potential for Smarter Decision-Making

business man holding a tablet with analytic data elements popping off the screen

Many businesses have great tools—ESP, CRM, analytics, and tracking platforms—but without proper integration, data remains fragmented, limiting your ability to make strategic, informed decisions.

Our Customer Journey Optimization & Systems Integration service ensures your platforms work together seamlessly. Whether you're looking for a high-level assessment or a deep-dive transformation, we’ll build a foundation for long-term success in a fast-changing digital world.

Service In A Nutshell

Struggling with Disconnected Data?

If your data is scattered, your tracking incomplete, or your engagement fragmented, you’re missing out on critical growth opportunities. Let’s fix that.

Common Challenges We Solve:

You have tracking and analytics in place but struggle to integrate them across platforms.

You’re strong in acquisition or retention, but lack alignment between the two.

You rely on third-party data and need a first-party strategy to future-proof your marketing.

diverse group of people working and workshopping around a table in a work office

Choose Your Optimization Path

Tailored Solutions for Your Business Needs

Optimization Sprint (Faster, Targeted Fixes)

Best for businesses needing quick wins and focused improvements in specific areas like tracking, analytics, or system alignment. Also great for migrating tech tools and ensuring data integrity and matching.

Rapid assessment of existing platforms (ESP, CRM, GTM, etc.).

Fixes and optimizations for key integration and tracking gaps.

Implementation of privacy-first strategies (e.g., server-side tracking).

Tactical execution with immediate impact.

Full Journey Audit & Roadmap (Comprehensive Overhaul)

Best for businesses needing a deep-dive transformation to align every part of their customer journey.

End-to-end audit of customer touchpoints, engagement flows, and platform integration.

Strategic roadmap development for long-term growth.

Implementation sprints to execute a full-scale transformation.

Measurable improvements in customer retention, acquisition, and data efficiency.

Feature
Optimization Sprint
Full Journey Audit & Roadmap
Best For
Businesses needing quick fixes & targeted improvements.
Companies seeking a full-scale transformation of their customer journey.
Scope
Focused on specific issues like tracking, analytics, or integrations.
Comprehensive, end-to-end audit and optimization of all customer touchpoints.
Approach
Tactical, rapid execution with immediate impact.
Strategic, phased roadmap with long-term implementation.
Key Deliverables
  • Fixes for integration & tracking gaps.  
  • Privacy-first strategies (server-side tracking).
  • Tech migration support.
  • Full audit of customer journey & engagement flows.
  • Roadmap for long-term growth.
  • Implementation sprints for large-scale transformation.
Timeline
Short-term (typically weeks).
Longer-term (multi-phase, spanning months).
Impact
Quick wins and immediate optimizations.
Sustainable improvements in acquisition, retention, and data efficiency.
Business Outcome
Ensures platforms are correctly set up and optimized for efficiency.
Aligns systems, strategies, and engagement for scalable growth.
Investment Level
Lower – Ideal for tactical improvements.
Higher – Involves deep-dive analysis and execution.
Optimization Sprint
Best For
Businesses needing quick fixes & targeted improvements.
Scope
Focused on specific issues like tracking, analytics, or integrations.
Approach
Tactical, rapid execution with immediate impact.
Key Deliverables
  • Fixes for integration & tracking gaps.  
  • Privacy-first strategies (server-side tracking).
  • Tech migration support.
Timeline
Short-term (typically weeks).
Impact
Quick wins and immediate optimizations.
Business Outcome
Ensures platforms are correctly set up and optimized for efficiency.
Investment Level
Lower – Ideal for tactical improvements.
Full Journey Audit & Roadmap
Best For
Companies seeking a full-scale transformation of their customer journey.
Scope
Comprehensive, end-to-end audit and optimization of all customer touchpoints.
Approach
Strategic, phased roadmap with long-term implementation.
Key Deliverables
  • Full audit of customer journey & engagement flows.
  • Roadmap for long-term growth.
  • Implementation sprints for large-scale transformation.
Timeline
Longer-term (multi-phase, spanning months).
Impact
Sustainable improvements in acquisition, retention, and data efficiency.
Business Outcome
Aligns systems, strategies, and engagement for scalable growth.
Investment Level
Higher – Involves deep-dive analysis and execution.

Key Focus Areas

Transforming Disconnected Systems into a Cohesive Growth Engine

Systems Unification

Seamlessly connect ESP, CRM, social, and other data sources for streamlined insights.

First-Party Data Strategy

Strengthen tracking and analytics while ensuring privacy compliance.

Acquisition & Retention Optimization

Create a balanced strategy that drives sustainable, long-term growth.

Enhanced Insights Integration

Turn raw data into actionable insights that power business decisions.

Privacy-First Marketing

Create a balanced strategy that drives sustainable, long-term growth.

Service In A Nutshell

Struggling with Disconnected Data?

female with glasses working on a systems project, happily, demonstrating to her team behind her

Integrated: Data flows seamlessly across platforms, creating a unified customer view.

Actionable: Leverage customer data for personalized marketing, real-time segmentation, and smarter decision-making.

Future-Proof: Stay compliant with evolving privacy regulations while building a sustainable, first-party data strategy.

Balanced: Achieve long-term growth by aligning acquisition and retention strategies.

Your business will be ready to scale efficiently in a privacy-first, data-driven digital world—delivering exceptional customer experiences along the way.

Get Started Today

Real Results in Action

Optimizing Customer Engagement with Lytics CDP & Square POS

A fast-casual restaurant brand struggled with fragmented customer data across in-store and online channels, limiting marketing efficiency and repeat purchases. By integrating Lytics CDP with Square POS and web tracking, they unified customer insights, improved marketing attribution, and enhanced campaign targeting.

The result? A seamless customer view, smarter engagement, and increased retention.

quick-serve restaurant worker using a POS system

Ready to Optimize Your Customer Journey?

Make your tools work smarter. Soli & Company unifies systems, leverages first-party data, and optimizes customer journeys for lasting success.

Contact Us Today