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5 Steps to an Engaging
                      Customer Experience
                                                                         A Webinar


              A Digital Solutions Firm delivering
              Marketing and Technology Solutions




New York . Toronto . Phoenix . Los Angeles . London. Dubai . New Delhi
Introductions
eDynamic Webinar Team
  Rolf Kraus: CMS Practice Director
  Shawn De Souza: Demand Generation Practice Director




                                                         1
About the eDynamic
eDynamic is a digital consultancy that helps clients acquire and
engage customers through cutting edge interactive solutions

Experienced. Founded in 1999
Trusted. Diverse business critical projects delivered for
mid-size to Fortune 500 organizations
Versatile. Experience across diverse verticals, including
Financial Services, Technology, Retail, Media & Publishing,
Education, Travel and Hospitality, Oil and Gas and others
Global. Locations in United States, Canada, Middle-East and
India
                                                               2
Agenda
1. eDynamic
2. Customer Experience (CX)
3. Marketing Nirvana
4. Marketing Reality
5. Factors impeding Marketing Nirvana
6. The 5 Steps to Creating an Engaging Customer Experience
7. Marketing Opportunity
8. Q&A

                                                             3
Customer Experience




                                                           4
                                                           4
                              Forrester, Bruce D. Temkin
                 The State Of Customer Experience, 2010
Customer Experience
    ―Engagement with the customer today
     isn‘t just pouring a message down on
        their head and hoping they get wet.
    It really is understanding that you must
    be present in a conversation when they
   want to have it, not when you want to. …
                                               5
                                               5
Customer Experience
       …Pre-shopping before buying has
    become a huge, huge part of customer
   behavior. In the past, it was pretty much
   confined to big-ticket items like cars, or
     expensive electronics or homes. Now
        people engage in discovery before
         shopping on very small things. …
                                                6
                                                6
Customer Experience
   …It‘s crossed all categories of shopping
      behavior. It‘s just the way people buy
                                     today.‖
                                Bob Thacker
                Gravitytank Strategic Advisor
               and former CMO of OfficeMax
                                                7
                                                7
Marketing Nirvana
                                       Today‘s tools enable
                  Web Content
                  Management             me to personalize
   Site Search
                                 Marketing
                                           my engagement
                                Automation
                                                with buyers
                   Customer
                  Experience
                  Management
                                                  across all
    Analytics,                                    channels
    Test and                    eCommerce
   Optimization


                   Social &                                    8
                                                               8
                  Community
Marketing Reality
     Most organizations have invested and
    implemented marketing platforms over
             time, each operating as silos.
    Web Content Management




                             Marketing Automation




                                                    eCommerce




                                                                Social & Community




                                                                                     Analytics, Test and
                                                                                           Optimization




                                                                                                           Site Search
                                                                                                                         9
                                                                                                                         9
Factors impeding
Marketing Nirvana
                    10
Sources for research and
comparison have exploded!




                            11
                            11
Technology is affecting the
way we communicate




                              12
                              12
Customers are arriving at a
decision before interacting
with you




                              13
                              13
Buyer 2.0
SiriusDecisions: How sales people want to sell has little impact
on how buyers are choosing to buy




                                                               14
What platforms do you use?




                             15
                             15
Getting a common view of
your customer
        Delivering personalized messages
  across channels to customers requires a
  common understanding of the customer




                                                                        16
                                                                        16




                                 Coremetrics and Bloomberg BusinessWeek
                                 Report on Optimizing Online Marketing 2009
Data!
The Data Warehousing
Institute (DWI)
estimates the cost of
bad or ‗dirty‘ data
exceeds $600   billion
annually.

Another study indicates
that 2% of contact
records become
obsolete each month,
costing a firm 15-20 %
of its operating income.   17
                           17
5 Steps to creating
an engaging
customer experience   18
1.    Who is buying?
     Classic marketing segmentation analysis
              is the foundation for the optimal
                        customer engagement.
                            Let‘s find out who
                             these people are!


                                                  19
                                                  19
Who is buying?
                                         Identify segmentation parameters
                                       Personal
                                                that model your customers
                                                        and how they buy.
                                         Card             Business
                  Business              Usage                &
                                        Type              Personal




       Married
        with                       Segments                          Japan
       Children



                   Family                                                            Segmentation
                  Structure                                Country                    Parameters
                                                                                                    20
                                                                                                    20
 Married                                                                     Korea
                                                                                      Segments

                              Single              China
Who is buying?
          What are buyers‘ pain points and
  motivators? They are looking for specific
                           value from you.




                                              21
                                              21
2.     How are they buying?
     The digital buying cycle through the eyes
                        of Google researchers




                                                 22
                                                 22
How are they buying?
   Put yourself in the head of buyer—what
   process do they go through in making a
                          buying decision?




                                             23
                                             23
How do they want us to
3.   engage with them?
       We need engage people where they
     spend their time—where they get their
                             information.




                                             24
                                             24
How do they want us to
engage with them?
                          Identify an ecosystem of
                            platforms that together
                                provide a common
          Web CMS
                                 experience across
                                         channels.
           Common
           Customer
            Context
                       Marketing
    CRM               Automation
                                                      25
                                                      25
Join the dots!
   Integrate platforms for a common view of
              the customer across channels.




                                              26
                                              26
What do they want to
4.   hear from us?
     Shaping a conversation that buyers are
      looking for from their vendor—are we
                delivering what they value?




                                              27
                                              27
Content… in context
   Engage customers where they are at - in
    the buying cycle - with relevant content
                       that promotes action




                                               28
                                               28
Content… with a purpose
       Assemble and categorize content by
                                objective
  Attract       Qualify       Nurture




                                            29
                                            29
Map Your Messages
    Map your content – per segment, per
                  stage, per channel…




                                          30
                                          30
5.   Optimize!
                 Read the tea leaves
                            and act!




                                       31
                                       31
Optimize!




            32
            32
Optimize!
       Test Offers, Messages, Creative,
                            Segments




                                          33
                                          33
Optimize!
           Have a conversation through their
      expected channels – expand your digital
                                 ecosystem
                                                                            Social
                                              Contact                      Networks
                       Mobile
                       Devices              management


            Digital
            Asset                                        Communities
          Management              WCMS
                                 powered
                                 Website

                                                                                      34
                                                                                      34
 Search                                                        Product
                                                             Information
                                           eCommerce         Management
                       CRM
5 Steps to an Engaging
Customer Experience
  Step 1: Who is buying?
  Step 2: How are they buying?
  Step 3: How do they want us to engage
  with them?
  Step 4: What do they want to hear from
  us?
                                           35
  Step 5: Optimize!                        35
Questions?

             36
Contact Us
Rolf Kraus
rolf.kraus@edynamic.net
Shawn De Souza
shawn.desouza@edynamic.net


http://demandgeneration.edynamic.net
http://cms.edynamic.net


                                       37
Thank You

            38

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5 Steps to Creating an Engaging Customer Experience

  • 1. 5 Steps to an Engaging Customer Experience A Webinar A Digital Solutions Firm delivering Marketing and Technology Solutions New York . Toronto . Phoenix . Los Angeles . London. Dubai . New Delhi
  • 2. Introductions eDynamic Webinar Team  Rolf Kraus: CMS Practice Director  Shawn De Souza: Demand Generation Practice Director 1
  • 3. About the eDynamic eDynamic is a digital consultancy that helps clients acquire and engage customers through cutting edge interactive solutions Experienced. Founded in 1999 Trusted. Diverse business critical projects delivered for mid-size to Fortune 500 organizations Versatile. Experience across diverse verticals, including Financial Services, Technology, Retail, Media & Publishing, Education, Travel and Hospitality, Oil and Gas and others Global. Locations in United States, Canada, Middle-East and India 2
  • 4. Agenda 1. eDynamic 2. Customer Experience (CX) 3. Marketing Nirvana 4. Marketing Reality 5. Factors impeding Marketing Nirvana 6. The 5 Steps to Creating an Engaging Customer Experience 7. Marketing Opportunity 8. Q&A 3
  • 5. Customer Experience 4 4 Forrester, Bruce D. Temkin The State Of Customer Experience, 2010
  • 6. Customer Experience ―Engagement with the customer today isn‘t just pouring a message down on their head and hoping they get wet. It really is understanding that you must be present in a conversation when they want to have it, not when you want to. … 5 5
  • 7. Customer Experience …Pre-shopping before buying has become a huge, huge part of customer behavior. In the past, it was pretty much confined to big-ticket items like cars, or expensive electronics or homes. Now people engage in discovery before shopping on very small things. … 6 6
  • 8. Customer Experience …It‘s crossed all categories of shopping behavior. It‘s just the way people buy today.‖ Bob Thacker Gravitytank Strategic Advisor and former CMO of OfficeMax 7 7
  • 9. Marketing Nirvana Today‘s tools enable Web Content Management me to personalize Site Search Marketing my engagement Automation with buyers Customer Experience Management across all Analytics, channels Test and eCommerce Optimization Social & 8 8 Community
  • 10. Marketing Reality Most organizations have invested and implemented marketing platforms over time, each operating as silos. Web Content Management Marketing Automation eCommerce Social & Community Analytics, Test and Optimization Site Search 9 9
  • 12. Sources for research and comparison have exploded! 11 11
  • 13. Technology is affecting the way we communicate 12 12
  • 14. Customers are arriving at a decision before interacting with you 13 13
  • 15. Buyer 2.0 SiriusDecisions: How sales people want to sell has little impact on how buyers are choosing to buy 14
  • 16. What platforms do you use? 15 15
  • 17. Getting a common view of your customer Delivering personalized messages across channels to customers requires a common understanding of the customer 16 16 Coremetrics and Bloomberg BusinessWeek Report on Optimizing Online Marketing 2009
  • 18. Data! The Data Warehousing Institute (DWI) estimates the cost of bad or ‗dirty‘ data exceeds $600 billion annually. Another study indicates that 2% of contact records become obsolete each month, costing a firm 15-20 % of its operating income. 17 17
  • 19. 5 Steps to creating an engaging customer experience 18
  • 20. 1. Who is buying? Classic marketing segmentation analysis is the foundation for the optimal customer engagement. Let‘s find out who these people are! 19 19
  • 21. Who is buying? Identify segmentation parameters Personal that model your customers and how they buy. Card Business Business Usage & Type Personal Married with Segments Japan Children Family Segmentation Structure Country Parameters 20 20 Married Korea Segments Single China
  • 22. Who is buying? What are buyers‘ pain points and motivators? They are looking for specific value from you. 21 21
  • 23. 2. How are they buying? The digital buying cycle through the eyes of Google researchers 22 22
  • 24. How are they buying? Put yourself in the head of buyer—what process do they go through in making a buying decision? 23 23
  • 25. How do they want us to 3. engage with them? We need engage people where they spend their time—where they get their information. 24 24
  • 26. How do they want us to engage with them? Identify an ecosystem of platforms that together provide a common Web CMS experience across channels. Common Customer Context Marketing CRM Automation 25 25
  • 27. Join the dots! Integrate platforms for a common view of the customer across channels. 26 26
  • 28. What do they want to 4. hear from us? Shaping a conversation that buyers are looking for from their vendor—are we delivering what they value? 27 27
  • 29. Content… in context Engage customers where they are at - in the buying cycle - with relevant content that promotes action 28 28
  • 30. Content… with a purpose Assemble and categorize content by objective Attract Qualify Nurture 29 29
  • 31. Map Your Messages Map your content – per segment, per stage, per channel… 30 30
  • 32. 5. Optimize! Read the tea leaves and act! 31 31
  • 33. Optimize! 32 32
  • 34. Optimize! Test Offers, Messages, Creative, Segments 33 33
  • 35. Optimize! Have a conversation through their expected channels – expand your digital ecosystem Social Contact Networks Mobile Devices management Digital Asset Communities Management WCMS powered Website 34 34 Search Product Information eCommerce Management CRM
  • 36. 5 Steps to an Engaging Customer Experience Step 1: Who is buying? Step 2: How are they buying? Step 3: How do they want us to engage with them? Step 4: What do they want to hear from us? 35 Step 5: Optimize! 35
  • 38. Contact Us Rolf Kraus rolf.kraus@edynamic.net Shawn De Souza shawn.desouza@edynamic.net http://demandgeneration.edynamic.net http://cms.edynamic.net 37
  • 39. Thank You 38

Hinweis der Redaktion

  1. The sources for product information, reviews, referrals has simply exploded exponentially in many ways after the Social Revolution. Think about the last time you were contemplating buying a product. Lets say you’re looking at tablets and e-readers. Should you get the Kindle Fire or the Ipad. Even at the store, ready to pay, you can do a last minute check or ping a friend to make sure you are getting the right item and at the best price.
  2. Everyone knows that writing for digital is different than for print media. People scan they don’t read said the User Experience gurus in the last decade.Well, now you have SMS and LOL has become part of our daily vocabulary.And you have Twitter. So now you must connect with @John and limit your message to 140 characters.And you can do all of this while waiting for a Venti Chai Latte in line at Starbucks.Technology is affecting the way we communicate and market.
  3. Customers have already made up their short list and identified their product of interest well before contacting the company, submitting a web form or picking up the phone and calling a rep.Google Researchers have labeled this ZMOT or Zero Moment of Truth..Before this, Proctor and Gamble had identified 2 Moments of Truth – The First where you are at the store or dealership ready to commit to a purchase. And the Second Moment of Truth where you experience the product and either enjoy it or be disappointed.
  4. The Hunter has become the Hunted. Sales or even the Company is no longer in control. The Buyer is in control: savvy customers today are very good at tuning out commercial noise and being more selective with whom they do business
  5. At a recent Forrester Summit, a CMO exclaimed and I am paraphrasing: ” I feel more like a CIO with all the technology I have to deal with in my organization”.The truth is, as marketers, we are already wrestling with multiple applications for data, CRM, email, web, social, analytics… and we are having almost parallel, siloed disconnected conversations on these platforms…
  6. The biggest challenge is that without a common view of the customer, it is impossible to engage in meaningful dialog with her.
  7. And of course, there’s the problem of Data.Bad data costs the US economy $600 billion a year. Imagine that!For us, this also means that we cannot profile, segment, target and personalize our interactions with our customers. Again leading to poor, generic, irrelevant communications that are not in step with the customer leading to lack lustre response and conversion rates.
  8. Another factor, is content. Someone said that Content is King, but it is treated like a peasant.Without a focused content strategy based on your understanding of the customer and the buying process, you are shooting in the dark.
  9. For content to be relevant, it must be timely and must be in the context of where the customer is sitting in the buying process. It must also have the ability to draw the conversation deeper so that the customer wants to engage at a deeper level.
  10. To have a content strategy, you must also organize your content assets with pre-determined objectives. For example, if you have a set of rich media banner ads, then their primary objective would be to attract visitors to click the banner and visit your website.You might have certain assets such as a canned demo or overview of services which you can gate with a form. You can ask questions to qualify the individual.Then again, you might have leads that are not ready to go to sales. Build up a set of assets – landing pages, widgets, whitepapers to engage them and get them to a point where they want to talk to sales person over time.
  11. Now look at your channels, your audience segments and their buying stages. Create a content matrix that would become the basis of the business rules that would need to be implemented in the various platforms you are using. These business rules will then display the right content in a timely manner and in context
  12. The fifth factor is analysis. Many, many years ago William Edwards Deming said you cant manage what you cant measure. Without the reporting and the intelligence to tell you what is working, you will not be able to refine and optimize your engagement cycle.Look at Response rates, Website Visitor profiles, Form Submissions, Navigation Paths. There is a wealth of information that can help you refine and create a more engaging experience.
  13. Make sure your data is standardized across all your platforms. Integrating your applications to get a common view of the customer means that profile data, demographic, firmographic, behavioural data is captured, sanitized, standardized and then fed out through your channels
  14. Test, test, test. Make sure every campaign, every new web page, campaign offer, call to action and landing page is tested. Technology makes this easy. To skip this step is folly.
  15. Finally, once you have an effective foundation of platforms tightly integrated, expand to the next conversation zone where your customers are hanging out. This might be a User Group or Community. It might be mobile. Create a roadmap and build your ecosystem.