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3 Steps to Effective Customer
Engagement
Charm Bianchini
@charmbianchini
Marketo
• Why Care Now?
• 3 Step Process:
1. Listen
2. Learn
3. Engage
• Quick Wins
Agenda
Is Volume Better?
Think brands must
have a deep
understanding of
their needs in order
to engage them
successfully
73%
Say that the brands
could do a better job
aligning their
engagement activities
with their
preferences
66%65%
Expect all of their
interactions with a brand
to be personalized
Growing Customer Expectations
The Engagement Economy
Value > Volume
Customer Engagement Is Key to Success
Customer engagement increases
ROI, brand awareness, lifetime
value, etc.
• Focus on Value rather than Volume
• Understand your customer
• Build your customer’s story around the
customer’s needs
of customers believe
brands try to deliver
value
Most of your customers don’t believe
you are trying to understand them
of marketers say
their engagement
efforts are effective
33%83%
So, how do we better engage with
our customers?
Formula for Customer Engagement
• Listen to every
relevant fragment of
data
• Learn by turning
information into
insight
• Engage with
touches that deliver
value
1. Listen – to what your customers
are telling you
Tip 1: Track Behaviors Across Channels
What time did you engage?
What you haven’t opened?
Web
Email
What pages did you visit?
What blogs are you reading?
What blogs am I reading?
Event
Did you stop by the booth?
Did you watch a demo?
Ads
Which content did you click?
What device did you use?
Tip 2: Go Beyond Marketing
Are you using the product?
Have you attended training?
Support
Product
Are you a power user?
Any problems you need solved?
What blogs am I reading?
Sales
What did we talk about?
Where are you in the buying cycle?
Billing
Do you plan on renewing?
Who is the executive contact?
54% of companies say their biggest challenge to data-
driven marketing success is the lack of data completeness
Tip 3: Supplement w/ 3rd Party Data
• Competitive
• Technology use
• Company info
• Ad engagement
• Other systems
• Org charts
• The Detroit Pistons
collect behavior data
across channels and
lifecycle and use that
data to target and
engage with personal,
relevant content
Listen Example
Favorite
Players
Ads
Ticket Buying
Data
Personal
Detail
Social
Web
Email
Game
Behaviors
2. Learn – what each customer
wants
• Create a foundation for data exploration
• A single source of truth across your organization will
allow you to surface accurate insight and produce action,
at scale
Tip 1: Create a Single Source of Truth
Page 17Marketo Proprietary and Confidential | © Marketo, Inc. 9/11/2017
Tip 2: Invest In Your Data
• Cleanse your data:
• Update company size
on regular basis
• Verify titles
• Map parent and child
accounts
• Tag accounts
• Etc.
• Align teams to decide:
• Which data points (behavioral
and demographic)
should/shouldn’t we take action
on?
• Which data should be our single
source of truth?
• What action should we take
based on engagement?
Tip 3: Align Your Organization
Learn Example
Insight
Created a
single-source
of truth
Discovered a
need for high-
value touch
Action
Found just the
right way to
deploy SMS
Making insight
accessible &
actionable
3. Engage – with touches that
deliver value
92% of customers want brands to create stories
Tip 1: Deliver Stories, Not Campaigns
Relevant
Personal
Timely
Results: Conversion rates
Enterprise: Default: 42%; Personalized: 59%
Verticals: Default: 42%; Personalized: 71%
Tip 2: Personalize
Default Personalized
Continue to optimize:
• Which content is your
audience ACTUALLY
engaging with?
• Which channel is
preferable for your
audience?
• How much content are
they engaging with?
Tip 3: Don’t Set and Forget
Engage Example – American Kennel
Club
• Relevant – Best time to engage
when owners get a puppy
• Personal – Created a campaign
corresponding to puppy’s
development
• Timely – Timed communications
based on developmental
milestones
Quick Wins
How to get started today!
1. Utilize Marketing Technology
Marketing Technology Landscape
Employees allow you to fast forward your marketing by
empowering them to become your brand advocates
2. Activate Employee Engagement
Engagement is measured
through activities
performed in the platform.
An activity is defined as a
challenge completion, a
discussion contribution,
social share or other action
in the hub. A login is not
counted as an activity.
99%
Of All Global
Employees are
MarketoLife
Members
Engaged Employees
37%
Social Sharing Amplification
14,751
194,057
Social Shares
Clicks Generated from
Social Shares
Every single
employee social share
is amplified by 13xOver last 5 months
“Marketo Life is a great place to build
advocacy, employee morale and overall
engagement with employees. Awesome
data on competitors, industry news, and
Marketo itself. MarketoLife has been a
good way to read things I would normally
miss. I'm glad it's here.”
4,300
surveys responses and pieces of
feedback on various topics such as
events, branding, leadership
communications, etc.
Over 150+
employees referrals
over the last 5 months
Employees
average 4
visits per week
Highly
engaged
• Trigger emails perform 3x better than any other email
type
3. Use Triggers (based on actions)
• Target customers
on the device
they prefer for
easy ordering
4. Target on Multiple Channels
Engagement Examples – The Bad
• Downtime notice for a product
I don’t own
• Emails for IT
• Wrong name “Dear Nancy,”
• Promoting an insurance
product I already own
• Listen - to every relevant fragment of data
• Track behaviors + non-behaviors across channels
• Supplement missing data with 3rd party data
• Learn – by turning information into insight
• Use a single source of truth
• Align across your organization
• Engage – with touches that deliver value
• Tell stories, not campaigns
• Don’t set it and forget it
Customer Engagement Key Takeaways
@charmbianchini
Thank you!
Charm Bianchini
@charmbianchini

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Charm Bianchini - A Three Step Process to Better Customer Engagement

  • 1. 3 Steps to Effective Customer Engagement Charm Bianchini @charmbianchini Marketo
  • 2. • Why Care Now? • 3 Step Process: 1. Listen 2. Learn 3. Engage • Quick Wins Agenda
  • 4. Think brands must have a deep understanding of their needs in order to engage them successfully 73% Say that the brands could do a better job aligning their engagement activities with their preferences 66%65% Expect all of their interactions with a brand to be personalized Growing Customer Expectations
  • 6. Value > Volume Customer Engagement Is Key to Success Customer engagement increases ROI, brand awareness, lifetime value, etc. • Focus on Value rather than Volume • Understand your customer • Build your customer’s story around the customer’s needs
  • 7. of customers believe brands try to deliver value Most of your customers don’t believe you are trying to understand them of marketers say their engagement efforts are effective 33%83%
  • 8. So, how do we better engage with our customers?
  • 9. Formula for Customer Engagement • Listen to every relevant fragment of data • Learn by turning information into insight • Engage with touches that deliver value
  • 10. 1. Listen – to what your customers are telling you
  • 11. Tip 1: Track Behaviors Across Channels What time did you engage? What you haven’t opened? Web Email What pages did you visit? What blogs are you reading? What blogs am I reading? Event Did you stop by the booth? Did you watch a demo? Ads Which content did you click? What device did you use?
  • 12. Tip 2: Go Beyond Marketing Are you using the product? Have you attended training? Support Product Are you a power user? Any problems you need solved? What blogs am I reading? Sales What did we talk about? Where are you in the buying cycle? Billing Do you plan on renewing? Who is the executive contact?
  • 13. 54% of companies say their biggest challenge to data- driven marketing success is the lack of data completeness Tip 3: Supplement w/ 3rd Party Data • Competitive • Technology use • Company info • Ad engagement • Other systems • Org charts
  • 14. • The Detroit Pistons collect behavior data across channels and lifecycle and use that data to target and engage with personal, relevant content Listen Example Favorite Players Ads Ticket Buying Data Personal Detail Social Web Email Game Behaviors
  • 15. 2. Learn – what each customer wants
  • 16. • Create a foundation for data exploration • A single source of truth across your organization will allow you to surface accurate insight and produce action, at scale Tip 1: Create a Single Source of Truth
  • 17. Page 17Marketo Proprietary and Confidential | © Marketo, Inc. 9/11/2017 Tip 2: Invest In Your Data • Cleanse your data: • Update company size on regular basis • Verify titles • Map parent and child accounts • Tag accounts • Etc.
  • 18. • Align teams to decide: • Which data points (behavioral and demographic) should/shouldn’t we take action on? • Which data should be our single source of truth? • What action should we take based on engagement? Tip 3: Align Your Organization
  • 19. Learn Example Insight Created a single-source of truth Discovered a need for high- value touch Action Found just the right way to deploy SMS Making insight accessible & actionable
  • 20. 3. Engage – with touches that deliver value
  • 21. 92% of customers want brands to create stories Tip 1: Deliver Stories, Not Campaigns Relevant Personal Timely
  • 22. Results: Conversion rates Enterprise: Default: 42%; Personalized: 59% Verticals: Default: 42%; Personalized: 71% Tip 2: Personalize Default Personalized
  • 23. Continue to optimize: • Which content is your audience ACTUALLY engaging with? • Which channel is preferable for your audience? • How much content are they engaging with? Tip 3: Don’t Set and Forget
  • 24. Engage Example – American Kennel Club • Relevant – Best time to engage when owners get a puppy • Personal – Created a campaign corresponding to puppy’s development • Timely – Timed communications based on developmental milestones
  • 25. Quick Wins How to get started today!
  • 26. 1. Utilize Marketing Technology
  • 28. Employees allow you to fast forward your marketing by empowering them to become your brand advocates 2. Activate Employee Engagement
  • 29. Engagement is measured through activities performed in the platform. An activity is defined as a challenge completion, a discussion contribution, social share or other action in the hub. A login is not counted as an activity. 99% Of All Global Employees are MarketoLife Members Engaged Employees 37% Social Sharing Amplification 14,751 194,057 Social Shares Clicks Generated from Social Shares Every single employee social share is amplified by 13xOver last 5 months “Marketo Life is a great place to build advocacy, employee morale and overall engagement with employees. Awesome data on competitors, industry news, and Marketo itself. MarketoLife has been a good way to read things I would normally miss. I'm glad it's here.” 4,300 surveys responses and pieces of feedback on various topics such as events, branding, leadership communications, etc. Over 150+ employees referrals over the last 5 months Employees average 4 visits per week Highly engaged
  • 30. • Trigger emails perform 3x better than any other email type 3. Use Triggers (based on actions)
  • 31. • Target customers on the device they prefer for easy ordering 4. Target on Multiple Channels
  • 32. Engagement Examples – The Bad • Downtime notice for a product I don’t own • Emails for IT • Wrong name “Dear Nancy,” • Promoting an insurance product I already own
  • 33. • Listen - to every relevant fragment of data • Track behaviors + non-behaviors across channels • Supplement missing data with 3rd party data • Learn – by turning information into insight • Use a single source of truth • Align across your organization • Engage – with touches that deliver value • Tell stories, not campaigns • Don’t set it and forget it Customer Engagement Key Takeaways @charmbianchini