Creative agency Sans Serif helps Treasure Data prospects evaluate their all-important customer data platforms

Award-winning enterprise customer data platform (CDP) Treasure Data recently engaged independent creative agency Sans Serif to design an interactive direct-to-consumer (DTC) readiness assessment for prospective customers. The resulting toolset is now active on, providing prospects with DTC-readiness guidance while actively qualifying them as potential Treasure Data customers.

Already trusted by hundreds of brands globally, Treasure Data is an industry-leading CDP that works with existing marketing stacks to securely unlock the power of customer data and deliver stellar brand experiences at scale. Reinforcing its role as the marketplace leader, the company conducts extensive independent research and constantly bolsters this case: Due to their ability to unify data from every touchpoint in the customer journey, CDPs are indispensable in marketing.

Martech decision-makers and influencers surveyed by Treasure Data rank the importance of CDPs higher than both content and conversational marketing. Further, Forrester’s interviews with the firm’s customers found that Treasure Data consistently helped bring in new customers, drive larger sales, improve customer retention and lifetime value, and reduce digital advertising and marketing campaign costs.

With so much validation for its effectiveness, Treasure Data continues to drive innovation in its engagements with prospective customers. This focus provided the perfect entrée for Sans Serif, which is dedicated to uniting world-class design expertise with “sleep-well” project management to make brand-aligned communication beautiful, intuitive, strategic, and effective.

“Treasure Data was seeking to create an interactive experience that allows prospective clients to assess how their company’s level of direct-to-consumer maturity relates to the industry at large,” began Amanda Boshard, Sans Serif’s Creative Director. “The strategic concept at the forefront of our integrated solution builds on the foundation of natural human competitiveness and curiosity.”

Personalized, Insightful Intelligence Delivered in Real-Time

Using the toolset – which is seamlessly incorporated into Treasure Data’s site consistent with all existing web styles and standards – prospects personalize their responses. Proceeding through the questionnaire, they are able to visually compare their status with industry peers and competitors in real-time. As a key component of the interactive assessment, Sans Serif designed a custom report featuring final recommendations, which is sent to them by email.

“Understanding that comparing their assessment against others would motivate prospects to take action,” Boshard continued, “our approachable, user-friendly design ultimately gives Treasure Data’s prospects extensive analytical information they can use to address their objectives and improve their company’s consumer packaged goods data.”

The Sans Serif approach also involved extensive research and development in tandem with Treasure Data’s technology team, where requirements and limitations were exhaustively explored for both the strategic concept and its content hierarchy. Consideration was also given to ensure the design and functionality of this interactive assessment can be extended to build additional custom models. After addressing dependencies including HTML/JS/CSS and imaging factors, and testing and optimizing for web browser compatibility, Sans Serif forged ahead on its execution.

Using standards-based code – and leveraging the latest technologies and best practices for easy maintenance and rapid load times – the toolset was customized and integrated with Marketo for capturing sales data, for final delivery.

“This project with Treasure Data is a perfect fit for our mission and our core capabilities,” added Sans Serif’s Founder David Shultz. “This is a wonderful example of intelligently aligned brand communication, and we’re very proud to be part of the team behind it.”

To learn more about Treasure Data, visit

About Sans Serif

Sans Serif is a client-relationship driven independent creative agency uniting world class design expertise and sleep-well project management. We have a proven record of partnering with clients that range from startups to Silicon Valley icons. With experience in flagship event communications and digital experience design, we’re leaders in managing the lifespan of our clients’ most important brand projects. Simply put, we make brand-aligned communication beautiful, intuitive, strategic, and effective. Learn more at

About Treasure Data

Treasure Data helps enterprises unlock the power of data to create Connected Customer Experiences. With our Customer Data Cloud suite of integrated cloud-based solutions (including our award-winning customer data platform), marketing, sales, customer service, and operations teams are armed with an AI-powered, actionable 360-view of the customer that is both trusted and secure, allowing them to orchestrate more personalized customer connections and experiences. The result? Happier customers, as well as improved operational efficiency, reduced privacy risks, and inspiring growth.

Headquartered in Mountain View, CA, Treasure Data serves leading brands around the world such as ABInBev, Subaru, Stanley Black and Decker, Asian Paints, Fujitsu, Maruti Suzuki, and others. To learn more about how to make the connection, visit

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