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5 Ways to Personalize Your
Customer Experience
​ Eric Tobias
​ Vice President, Predictive & Analytics
​ etobias@salesforce.com
​ @erictobiasIN
Webinar – November 11, 2014
Engage Webinar Recaps
Youtility: Why Smarter Marketing
is about Help, not Hype
4 types of Youtility for Engagement:
1.  Self-Serve Information
2.  Radical Transparency
3.  Humanity
4.  Real-Time Relevancy
Leveraging a Single View of the
Customer for Stellar Marketing
Tips for Putting the Data Together:
1.  Choose an identifier (and stick with it)
2.  Think Cross-Channel
3.  Create Value in Creating Linkages
Retain – Future Webinars
Cost of the Customer: 5 ways to
Personalize Your Customer
Experience
Learn how you can use real-time data to create a
360 degree view of your customers to capture
information during the right moments to drive
adoptions and renewals.
Leveraging Customer Experience to
Retain and Re-engage Customers
November 20, 2014 at 12:00 - 1:00 PM EST
Learn about methods for retention and re-engagement,
including cross-channel tactics, to ensure your
audience continues to interact with your brand.
Power the
Customer Journey
Text “JOURNEY” to 56237
Tips | Strategies | Trends
*Msg&Data Rates Apply. Get 1msg/week. HELP for help. STOP
to Stop. T&Cs avail at http://pages.exacttarget.com/etsmshelp/
Eric Tobias
Vice President, Predictive and Analytics
Salesforce Marketing Cloud
Eric is responsible for product strategy for the Predictive
and Analytics products within the Salesforce Marketing
Cloud.
Prior to joining Salesforce, Eric was the founder of
iGoDigital, a leading provider of personalization
technology. iGoDigital was acquired by ExactTarget in
2012.
“Nearly83promotionalemailsaresenttoyourcustomerseach
day,heighteningthescrutinyofinboxmanagement.
2014 Marketing Cloud Benchmark
Report: Predictive Intelligence
A commissioned study conducted by Forrester Consulting on behalf of Salesforce ExactTarget Marketing Cloud, April 2014
Increase Conversion Rates by 15% to 25%
Improve Open Rates 40% to 55%
Drive Click-Through Rates 25% to 35%
Minimize Opt-Out and Unsubscribe Rates
Why does this matter?
Marketing emails that include personalization:
“86% of surveyed marketers agreed that “they use personalization based on
broad segmentation and simple clustering techniques, and 84% agreed they use
personalization based on simple business rules”
A commissioned study conducted by Forrester Consulting on
behalf of Salesforce ExactTarget Marketing Cloud, April 2014
Marketers are still relying on basic
customer data rather than behavioral
and preference information
Leveraging the power of Predictive Intelligence in your customer experience
strategy will make your customers’ ‘engagement’ decision effortless with
meaningful, personalized content across every customer interaction.
What’s the Solution?
“We need to proactively manage our
customer’s journey from purchaser to an
active and healthy everyday user.”active and healthy everyday user
Daily Use Premium ReactivateDiscover Connect Device
Reactivate Connect Device
PremiumDiscover Connect Device Daily Use Reactivate
Discover Visit Site
Ask a Friend
Purchase Device
Use Everyday Premium Sleep Better Share
ProductActivation Congrats on 10,000 steps! Your Battery is Low
My FitBit Journey
“When a customer upgrades their
package with DirectTV, they want a
seamless customer experience so
the customer never has to leave
their couch.”
seamless customer experience
TV TV
TV
“We need to incorporate game-play data
into our single view of the customer and
use this to drive segmentation and to
optimize content.”
game-play data
game-play data
621,652 (<1 %)
13,351,899 (15 %)
1,173,910 (5 %)
530,597 (<1 %)
69,066,630 (81 %)
821,831 (<1 %)
18,942,755 (15 %)
2,333,610 (5 %)
730,565 (<1 %)
72,086,750 (81 %)
Use online behavior and transaction
history to deliver personalized offers.personalized offers
EMAIL SMS
WEB
Learn more about refinancing today
Learn more about
refinancing today
http://bit.ly/24138fs10
Learn more about refinancing
today
Learn more about refinancing
today
7
Tactics towards personalizing your
customer experience
Integrate Data Silos
Build Cohesive Profiles
Predict content
Maximize relevancy
Expand email opportunity
Bridge the gap between channels
Nurture real-time relationships
Integrate Data Silos1
Integrate Data Silos
"You can never have too much data - bigger is definitely better. The more
data you can collect the finer-grained the results can be.”
Werner Vogels
Chief Technology Officer
Amazon
CRM Email Web
Single View
of the Customer
Only 26% of marketers pull from their customer data on a daily basis,
placing many marketers in a perpetual game of catch up
Source: A commissioned study conducted by Forrester Consulting on behalf of Salesforce, April 2014
Algorithms
Observe implicit
customer behavior,
in real-time
Capture explicit
preferences, in
real-time
Real-Time Behavior:
Build Cohesive Profiles2
94socialinteractions
12purchases
200engagements
23affinities
Nolan
CALIFORNIA
FINANCIAL ANALYST
28 Y/O
Build Cohesive Profiles
Build Cohesive Profiles
Observe, collect, store,
and leverage customer
behavioral data
Melissa Smith melissa@gmail.com
Age 32 @MelissaSmith01
Chicago, IL Facebook Friend & Email Subscriber
The data is
captured
regardless if
the customer
is
anonymous
or known
Without the hassle of managing your data, you can focus
on what’s important:
Keeping Customers Engaged
Predict Content3
Conversion rate increases dramatically from
6.32% in months 10-12 to
9.60%in months 13-18
when Predictive Intelligence data in incorporated
into digital marketing tactics.
Predictive Content Drives Results
The longer you utilize the
Predictive Intelligence
engine, the better
acquainted it becomes
with your customer base
Source: 2014 Marketing Cloud Benchmark Report: Salesforce
Brian’s Profile
HIKING
BLACK
BACKPACK
TENTMOUNTAINS
PANTS WATERPROOF
WINTER
JACKET DENVER, CO.
30% OFF
Brian’s Profile
HIKING
BLACK
BACKPACK
TENTMOUNTAINS
PANTS WATERPROOF
WINTER
JACKET DENVER, CO.
30% OFF
Predict Content
Maximize Relevancy4
Maximize Relevancy
Recommend hero graphic images based on what we
know about the visitor in her profile
Recommend topics of articles or ads based on what
topics are most important to the visitor
Products are recommended and personalized based on
the visitor’s profile
Expand Email Opportunity5
Expand Email Opportunity
Increase Conversion Rates by 15% to 25%
Improve Open Rates 40% to 55%
Drive Click-Through Rates 25% to 35%
Minimize Opt-Out and Unsubscribe Rates
Marketing Emails that include personalization:
Expand Email Opportunity
Don’t get stuck
sending the same
“vanilla” email.
Expand your
options!
Trigger Messages Based on Events and Behavior
Bridge the gap between channels6
Bridge the gap between channels
Nurture real-time relationships
7
Nurture real-time relationships
Nurture real-time relationships
Prove your brand is listening to your customers by
immediately responding to any interaction they have
with you, regardless of the type of interaction.
7
Tactics towards personalizing your
customer experience
Integrate Data Silos
Build Cohesive Profiles
Predict content
Maximize relevancy
Expand email opportunity
Bridge the gap between channels
Nurture real-time relationships
Power the
Customer Journey
Text “JOURNEY” to 56237
Tips | Strategies | Trends
*Msg&Data Rates Apply. Get 1msg/week. HELP for help. STOP
to Stop. T&Cs avail at http://pages.exacttarget.com/etsmshelp/
Questions?
Email: etobias@salesforce.com
Twitter: @erictobiasIN
Mark Your Calendar for Upcoming Webinars
November 20th
Leveraging Customer Experience to
Retain and Re-engage Customers
December 4th
Webinar Series Recap & Strategic Planning for 2015
REGISTER: http://pages.exacttarget.com/thefutureisnow
Thank You!

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Cost of the Customer: 5 Ways to Personalize Your Customer Experience

  • 1. 5 Ways to Personalize Your Customer Experience ​ Eric Tobias ​ Vice President, Predictive & Analytics ​ etobias@salesforce.com ​ @erictobiasIN Webinar – November 11, 2014
  • 2. Engage Webinar Recaps Youtility: Why Smarter Marketing is about Help, not Hype 4 types of Youtility for Engagement: 1.  Self-Serve Information 2.  Radical Transparency 3.  Humanity 4.  Real-Time Relevancy Leveraging a Single View of the Customer for Stellar Marketing Tips for Putting the Data Together: 1.  Choose an identifier (and stick with it) 2.  Think Cross-Channel 3.  Create Value in Creating Linkages
  • 3. Retain – Future Webinars Cost of the Customer: 5 ways to Personalize Your Customer Experience Learn how you can use real-time data to create a 360 degree view of your customers to capture information during the right moments to drive adoptions and renewals. Leveraging Customer Experience to Retain and Re-engage Customers November 20, 2014 at 12:00 - 1:00 PM EST Learn about methods for retention and re-engagement, including cross-channel tactics, to ensure your audience continues to interact with your brand.
  • 4. Power the Customer Journey Text “JOURNEY” to 56237 Tips | Strategies | Trends *Msg&Data Rates Apply. Get 1msg/week. HELP for help. STOP to Stop. T&Cs avail at http://pages.exacttarget.com/etsmshelp/
  • 5. Eric Tobias Vice President, Predictive and Analytics Salesforce Marketing Cloud Eric is responsible for product strategy for the Predictive and Analytics products within the Salesforce Marketing Cloud. Prior to joining Salesforce, Eric was the founder of iGoDigital, a leading provider of personalization technology. iGoDigital was acquired by ExactTarget in 2012.
  • 7. A commissioned study conducted by Forrester Consulting on behalf of Salesforce ExactTarget Marketing Cloud, April 2014 Increase Conversion Rates by 15% to 25% Improve Open Rates 40% to 55% Drive Click-Through Rates 25% to 35% Minimize Opt-Out and Unsubscribe Rates Why does this matter? Marketing emails that include personalization:
  • 8. “86% of surveyed marketers agreed that “they use personalization based on broad segmentation and simple clustering techniques, and 84% agreed they use personalization based on simple business rules” A commissioned study conducted by Forrester Consulting on behalf of Salesforce ExactTarget Marketing Cloud, April 2014 Marketers are still relying on basic customer data rather than behavioral and preference information
  • 9. Leveraging the power of Predictive Intelligence in your customer experience strategy will make your customers’ ‘engagement’ decision effortless with meaningful, personalized content across every customer interaction. What’s the Solution?
  • 10. “We need to proactively manage our customer’s journey from purchaser to an active and healthy everyday user.”active and healthy everyday user Daily Use Premium ReactivateDiscover Connect Device
  • 11. Reactivate Connect Device PremiumDiscover Connect Device Daily Use Reactivate Discover Visit Site Ask a Friend Purchase Device Use Everyday Premium Sleep Better Share
  • 12.
  • 13. ProductActivation Congrats on 10,000 steps! Your Battery is Low My FitBit Journey
  • 14.
  • 15.
  • 16. “When a customer upgrades their package with DirectTV, they want a seamless customer experience so the customer never has to leave their couch.” seamless customer experience
  • 18.
  • 19.
  • 20. “We need to incorporate game-play data into our single view of the customer and use this to drive segmentation and to optimize content.” game-play data
  • 21. game-play data 621,652 (<1 %) 13,351,899 (15 %) 1,173,910 (5 %) 530,597 (<1 %) 69,066,630 (81 %) 821,831 (<1 %) 18,942,755 (15 %) 2,333,610 (5 %) 730,565 (<1 %) 72,086,750 (81 %)
  • 22. Use online behavior and transaction history to deliver personalized offers.personalized offers
  • 23. EMAIL SMS WEB Learn more about refinancing today Learn more about refinancing today http://bit.ly/24138fs10 Learn more about refinancing today Learn more about refinancing today
  • 24.
  • 25. 7 Tactics towards personalizing your customer experience Integrate Data Silos Build Cohesive Profiles Predict content Maximize relevancy Expand email opportunity Bridge the gap between channels Nurture real-time relationships
  • 27. Integrate Data Silos "You can never have too much data - bigger is definitely better. The more data you can collect the finer-grained the results can be.” Werner Vogels Chief Technology Officer Amazon
  • 28. CRM Email Web Single View of the Customer Only 26% of marketers pull from their customer data on a daily basis, placing many marketers in a perpetual game of catch up Source: A commissioned study conducted by Forrester Consulting on behalf of Salesforce, April 2014
  • 29. Algorithms Observe implicit customer behavior, in real-time Capture explicit preferences, in real-time Real-Time Behavior:
  • 32. Build Cohesive Profiles Observe, collect, store, and leverage customer behavioral data Melissa Smith melissa@gmail.com Age 32 @MelissaSmith01 Chicago, IL Facebook Friend & Email Subscriber
  • 33. The data is captured regardless if the customer is anonymous or known
  • 34. Without the hassle of managing your data, you can focus on what’s important: Keeping Customers Engaged
  • 36. Conversion rate increases dramatically from 6.32% in months 10-12 to 9.60%in months 13-18 when Predictive Intelligence data in incorporated into digital marketing tactics. Predictive Content Drives Results The longer you utilize the Predictive Intelligence engine, the better acquainted it becomes with your customer base Source: 2014 Marketing Cloud Benchmark Report: Salesforce
  • 41. Maximize Relevancy Recommend hero graphic images based on what we know about the visitor in her profile Recommend topics of articles or ads based on what topics are most important to the visitor Products are recommended and personalized based on the visitor’s profile
  • 43. Expand Email Opportunity Increase Conversion Rates by 15% to 25% Improve Open Rates 40% to 55% Drive Click-Through Rates 25% to 35% Minimize Opt-Out and Unsubscribe Rates Marketing Emails that include personalization:
  • 44. Expand Email Opportunity Don’t get stuck sending the same “vanilla” email. Expand your options!
  • 45. Trigger Messages Based on Events and Behavior
  • 46. Bridge the gap between channels6
  • 47. Bridge the gap between channels
  • 50. Nurture real-time relationships Prove your brand is listening to your customers by immediately responding to any interaction they have with you, regardless of the type of interaction.
  • 51. 7 Tactics towards personalizing your customer experience Integrate Data Silos Build Cohesive Profiles Predict content Maximize relevancy Expand email opportunity Bridge the gap between channels Nurture real-time relationships
  • 52. Power the Customer Journey Text “JOURNEY” to 56237 Tips | Strategies | Trends *Msg&Data Rates Apply. Get 1msg/week. HELP for help. STOP to Stop. T&Cs avail at http://pages.exacttarget.com/etsmshelp/
  • 54. Mark Your Calendar for Upcoming Webinars November 20th Leveraging Customer Experience to Retain and Re-engage Customers December 4th Webinar Series Recap & Strategic Planning for 2015 REGISTER: http://pages.exacttarget.com/thefutureisnow