We are all human and we are all unique. Why do brands treat us as giant cohorts when that is not how we want to interact? Personalization and context are becoming the key battleground for customer experience. In this session, professor and practitioner Jeff Marcoux, will highlight how B2B brands are moving beyond basic tailoring of emails and landing pages, to build truly customized paths for different buyers from first touch to close.
8. New technologies are
creating smarter and
more engaging
experiences for
customers.
Today’s customers
want to engage with
businesses in a
personalized and
contextual way.
Customers will
abandon a brand in
favor of one with a
better customer
experience.
13. #B2BMX
Static Contextual 1st Party Data 3rd Party Data Data + i
Data
Intelligence
Null 0 + 1 Owned Data
Retargeting
Web
Email
Social
Sales
Purchased
Demo/Geo
Behavioral
Weather
(1st & 3rd)+ i
Lets talk data & personalization maturity
14. Increasingly, data and technology are becoming
central to the entire customer experience.
- Wall Street Journal
15. Bad data leads to bad decisions
Silo’d data Radically personalized Switching is easy
Only 10% of company’s have successfully broken
down data silos and aggregated customer
information.
89% of buyers say they expect companies to
understand their unique needs and expectations.
66% of customers say they are likely to switch
brands if they feel treated like a number
Salesforce
McKinsey
01010101010101010101
01010101010101010101
01010101010101010101
01010101010101010101
01010101010101010101
01010101010101010101
01010101010101010101
01010101010101010101
01010101010101010101
01010101010101010101
89%
17. #B2BMX
Ideal Client Profile Mapping: Before
Industry A
Industry E
Industry C
Industry B
Industry K
Industry D
Industry F
Industry G
Industry I
Industry H
Industry J
Industry L
Re-evaluators Expanders
IdlersDecliners
19. #B2BMX
ICP > TAM > ABM: Taming the Alphabet
Who are my perfect customers?
Where do they work?
What do they do?
What accounts fit that profile?
Where are they located?
How many are in my database?
Let’s target:
1
2
3
IDEAL CUSTOMER PROFILE
Define your targets.
TOTAL ADDRESSABLE MARKET
Find every matching account.
ACCOUNT-BASED MARKETING
Target them one by one.
26. Listen
to text and voice channels
Remember
what it has learned
Understand
inquiries and sentiment, in all required
languages and across all use cases
Know
when to escalate to a Human Agent,
and be able to seamlessly transfer the
customer
Respond
with personalized & contextual
answers
37. #B2BMX
Email
Web
Advertising
Static Basic Branching Variable Context
Static Demo/Geo Retroactive Context Dynamic ContextPreemptive Context
Static Content Retargeting BehavioralDemo/Geo
Social Content
Adv. ABM
Social Selling
Where are you?
ROI vs Impact vs Cost
38. Which would you
be more likely to
respond to?
Best personalized
marketing
campaign
vs
A personal note
42. #B2BMX
Audit your data: Have, Don’t have, Using, Not Using
Audit your Technology
Where will Personalization have the best Return?
Which Tactics should you Advance?
Key next steps
43. You can automate some parts of the relationship building process, but
you can’t automate relationships.
-StevenClough,BehavioralEconomists&Founderof AVO