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Shopper
Marketing
Stage 1:
Undefined
Stage 2:
Progressive
Stage 3:
Mature
Stage 4:
World-Class
Strategic
Integration
No defined strategy or
process for integrated
shopper marketing.
Defined strategy and
processes exist for
integrated shopper
marketing in pockets in the
organization.
Defined, integrated
strategy and processes
exist for shopper marketing
across the organization.
Defined, integrated
strategy for shopper
marketing exists across the
organization, and
campaigns are tracked and
measured by effectiveness
of engagement and
conversion.
Organizational
Structure
No distinction between
brand-centric (marketing)
activation or customer
team (sales) activation.
Shopper marketing is
viewed as two distinct
approaches (Brand-centric
vs. Customer team) and
budget and staff resources
are allocated accordingly
via integrated groups.
Shopper marketing is
recognized as important for
driving discovery,
preference, and loyalty.
Senior management has a
long-term commitment and
provides required
resources for growth.
Shopper marketing is
viewed as the key
component in customer
engagement strategy, and
it is the primary focus for
the marketing organization.
Tools &
Platforms
Shopper marketing is
taking an ad hoc approach
to technology. Some
solutions are in place for
shopper insights, content
marketing, and social
media, but they are not
integrated.
There is a platform that
performs specific shopper
marketing functions with
coordinated tools,
applications, and
workflows.
Some, but not all, shopper
marketing platforms are
integrated (campaign
management, shopper
insights, analytics, content
marketing, social listening,
CRM, marketing
automation, etc.)
There are comprehensive,
end-to-end systems
integrated with all shopper
marketing related tools and
platforms with tight
integration to enterprise
systems (CRM, ERP, etc.)
Shopper
Insights
Shopper and consumer
behavior is not tracked so
decisions are made based
on assumptions not facts.
Shopper insights are
collected for individual
campaigns but are not
robust enough to fully
understand ROI impact.
Shopper insights are
separated from consumer
insights across the
marketing team. Teams are
starting to understand how
behavior makes an impact
on ROI.
Decisions are made directly
based on historical
collection and analysis of
both shopper and
consumer insights and are
directly connected to
forecasting and measuring
ROI impact overall.
Digital
Experiences
Limited focus exists on
creating digital experiences
for shopper marketing.
Teams are focused on
traditional marketing
approaches.
Digital experiences are an
afterthought and not the
driving force behind
shopper marketing
initiatives. Experiences
created do not have large-
scale, positive brand
impact.
Sophisticated, high-impact
digital experiences are
created based on detailed
journey mapping exercises
and measuring success by
incremental revenue
growth.
Sophisticated and effective
digital experiences are
delivered based on
shopper expectations and
stage in the purchase
process to understand the
ROI of each campaign.
Omni-Channel
Customer
Journey
All shopper marketing
related channels and
systems are not integrated
into a cohesive experience
as data exist in silos.
Plans for an integrated
omni-channel customer
journey are in progress but
channels and systems
remain disconnected.
Some aspects of the omni-
channel customer journey
integrated but not all
systems and data are
synchronized.
The omni-channel
experience is fully
integrated from brick and
mortar stores to e-
commerce with real-time in-
store inventories and in-
store pickup from online
orders.
Metrics &
Measurement
No defined metrics are
collected or reported on.
Analytics are in place to
monitor and track basic
shopper marketing metrics
such as sales lift and the
percentage of shoppers
who saw a specific
program.
Shopper marketing has a
dashboard to monitor
performance across retail
partners and report on
shopper engagement
metrics by campaign.
Enterprise-wide dashboard
with visual representation
of shopper acquisition and
engagement by behavior,
experience, brand reach,
etc. via in-depth shopper
and consumer insight
collection and analysis
across all efforts, channels
and campaigns.
Shopper Marketing Maturity Model

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Shopper Marketing Maturity Model

  • 1. Shopper Marketing Stage 1: Undefined Stage 2: Progressive Stage 3: Mature Stage 4: World-Class Strategic Integration No defined strategy or process for integrated shopper marketing. Defined strategy and processes exist for integrated shopper marketing in pockets in the organization. Defined, integrated strategy and processes exist for shopper marketing across the organization. Defined, integrated strategy for shopper marketing exists across the organization, and campaigns are tracked and measured by effectiveness of engagement and conversion. Organizational Structure No distinction between brand-centric (marketing) activation or customer team (sales) activation. Shopper marketing is viewed as two distinct approaches (Brand-centric vs. Customer team) and budget and staff resources are allocated accordingly via integrated groups. Shopper marketing is recognized as important for driving discovery, preference, and loyalty. Senior management has a long-term commitment and provides required resources for growth. Shopper marketing is viewed as the key component in customer engagement strategy, and it is the primary focus for the marketing organization. Tools & Platforms Shopper marketing is taking an ad hoc approach to technology. Some solutions are in place for shopper insights, content marketing, and social media, but they are not integrated. There is a platform that performs specific shopper marketing functions with coordinated tools, applications, and workflows. Some, but not all, shopper marketing platforms are integrated (campaign management, shopper insights, analytics, content marketing, social listening, CRM, marketing automation, etc.) There are comprehensive, end-to-end systems integrated with all shopper marketing related tools and platforms with tight integration to enterprise systems (CRM, ERP, etc.) Shopper Insights Shopper and consumer behavior is not tracked so decisions are made based on assumptions not facts. Shopper insights are collected for individual campaigns but are not robust enough to fully understand ROI impact. Shopper insights are separated from consumer insights across the marketing team. Teams are starting to understand how behavior makes an impact on ROI. Decisions are made directly based on historical collection and analysis of both shopper and consumer insights and are directly connected to forecasting and measuring ROI impact overall. Digital Experiences Limited focus exists on creating digital experiences for shopper marketing. Teams are focused on traditional marketing approaches. Digital experiences are an afterthought and not the driving force behind shopper marketing initiatives. Experiences created do not have large- scale, positive brand impact. Sophisticated, high-impact digital experiences are created based on detailed journey mapping exercises and measuring success by incremental revenue growth. Sophisticated and effective digital experiences are delivered based on shopper expectations and stage in the purchase process to understand the ROI of each campaign. Omni-Channel Customer Journey All shopper marketing related channels and systems are not integrated into a cohesive experience as data exist in silos. Plans for an integrated omni-channel customer journey are in progress but channels and systems remain disconnected. Some aspects of the omni- channel customer journey integrated but not all systems and data are synchronized. The omni-channel experience is fully integrated from brick and mortar stores to e- commerce with real-time in- store inventories and in- store pickup from online orders. Metrics & Measurement No defined metrics are collected or reported on. Analytics are in place to monitor and track basic shopper marketing metrics such as sales lift and the percentage of shoppers who saw a specific program. Shopper marketing has a dashboard to monitor performance across retail partners and report on shopper engagement metrics by campaign. Enterprise-wide dashboard with visual representation of shopper acquisition and engagement by behavior, experience, brand reach, etc. via in-depth shopper and consumer insight collection and analysis across all efforts, channels and campaigns. Shopper Marketing Maturity Model