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Customer Intelligence
Developing Empathy at Scale
Charles Lafage
Autodesk Market Intelligence & Customer Analytics
© 2015 Autodesk
Career analyst
Increasing focus
Drive alignment and action
About me
© 2015 Autodesk
Market and Customer
Intelligence
Segment Intelligence
Sweet spot Intelligence
Channel / Sales Intelligence
Go-To-Market support
Pain points & value proposition
validation
Decision process & persona
Marketing Data Science
and Predictive Modeling
Retention modeling
Nurture stream design and
content recommendation
Campaign targeting
prioritization
Response management
prioritization, lead scoring
Account modeling, customer
value migration
Customer Engagement
Analytics
Nurture Campaign Intelligence
& Optimization
Intelligence functions at Autodesk
© 2015 Autodesk
Empathy at Scale
Look at the crowd
Focus on your audience
Find your voice
Sing in harmony
© 2015 Autodesk
Data driven
Informs strategic decisions
Actionable for digital marketing
Alignment around a shared
understanding of customers
What makes this approach specific?
Identify your audience
© 2015 Autodesk
Customer Decision Journey
© 2015 Autodesk
Customer Decision Journey
Users
Champ
Sponsor
Gate
Keeper
RatifierUsers
Understand your audience
Define Persona
© 2015 Autodesk
Stereotypes
Bland profiles
What do all
audience members
have in common?
Irrelevant
Not actionable
What characteristics
can be used to
cluster the audience
into groups?
From Audiences to personas
© 2015 Autodesk
Actionable personas
Experience
Industry of employment
Company size
Job titles
Education
Rosetta personality
Region
Focus Skills
Purchase influence
Career goals
Pain points
Motivators
Characteristics Attitudes & roles
?
Find the characteristics that
drive similar buying behavior
© 2015 Autodesk
Persona segmentation examples
Experience
Mahesh
ChrisBeda
Matt
Focus skills:
• Soft Skills &
Business
Acumen
• Innovation &
Engineering
• Tools &
function
© 2015 Autodesk
Persona segmentation examples
Junior
Experienced
Senior
Leadership
Business
Owner
Sources: LinkedIn profiling
Ricky
Raz
Tolgar
Kai
Hierarchy
Company Size
Empathize with individuals
© 2015 Autodesk
Depth of empathy that allows to create personal
messages, strong enough affinity to resonate,
stand out
Simplicity that allows it to be grasped across the
org and drive alignment
Actionable for different stakeholders with different
requirements
Challenges
© 2015 Autodesk
4 actionable sections
Persona
Demographics
Persona at Work
Skills
Experience
Goals
Pain points
Motivators
Success factors
Persona In Purchase
Role in decision process
Associated marketing / sales objectives
Persona and Marketing
Customer satisfaction
Brand perception
Marketing channel preferences
Content format preferences
Information needs
© 2015 Autodesk
Persona Demographics
Persona Demographics
Population size
Genders
Age
Education
Job titles
Motto or quote
Beda is an early career millennial with responsibilities developing mechanical assemblies,
parts, and systems for products in CAD. Engineering is a lifestyle for him he may identify
to the Maker community. He is eager to learn new technologies and driven to establish
workplace credibility.
90 000 in the US
Age: 28
Male
BS or MS in Mechanical Eng.
Mechanical Engineer / Product Engineer
Plan
Identify
Align
© 2015 Autodesk
Persona at work
Understand
Empathize
Relate
• Day in the Life
• Motivators & Pain points
• (both general and related to specific
product category)
Persona at Work
Skills
Experience
Goals
Pain points
Motivators
Success factors
© 2015 Autodesk
Persona in Purchase
Prioritize
Message
Influence
Persona In Purchase
Role in decision process
Associated marketing / sales objectives
© 2015 Autodesk
Persona and marketing
Reach
Influence
Persona and Marketing
Customer satisfaction
Brand perception
Marketing channel preferences
Content format preferences
Information needs
© 2015 Autodesk
BLS
LinkedIn scrapping
Profiles
Job offers
Interviews
Social listening
Methodology & Resources
Data
+
Empathy
© 2015 Autodesk
ExistingPrograms
Improve
content
Adapt tone of
voice
NewPrograms
Predict
outcomes
Select
channels
Select content
formats
NewFrameworks
Progressive
profiling
Content
customization
Journey
customization
How marketers Deploy Empathy at Scale
+
+

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Cusomer Intelligence : empathy at scale

  • 1. Customer Intelligence Developing Empathy at Scale Charles Lafage Autodesk Market Intelligence & Customer Analytics
  • 2. © 2015 Autodesk Career analyst Increasing focus Drive alignment and action About me
  • 3. © 2015 Autodesk Market and Customer Intelligence Segment Intelligence Sweet spot Intelligence Channel / Sales Intelligence Go-To-Market support Pain points & value proposition validation Decision process & persona Marketing Data Science and Predictive Modeling Retention modeling Nurture stream design and content recommendation Campaign targeting prioritization Response management prioritization, lead scoring Account modeling, customer value migration Customer Engagement Analytics Nurture Campaign Intelligence & Optimization Intelligence functions at Autodesk
  • 4. © 2015 Autodesk Empathy at Scale Look at the crowd Focus on your audience Find your voice Sing in harmony
  • 5. © 2015 Autodesk Data driven Informs strategic decisions Actionable for digital marketing Alignment around a shared understanding of customers What makes this approach specific?
  • 7. © 2015 Autodesk Customer Decision Journey
  • 8. © 2015 Autodesk Customer Decision Journey Users Champ Sponsor Gate Keeper RatifierUsers
  • 10. © 2015 Autodesk Stereotypes Bland profiles What do all audience members have in common? Irrelevant Not actionable What characteristics can be used to cluster the audience into groups? From Audiences to personas
  • 11. © 2015 Autodesk Actionable personas Experience Industry of employment Company size Job titles Education Rosetta personality Region Focus Skills Purchase influence Career goals Pain points Motivators Characteristics Attitudes & roles ? Find the characteristics that drive similar buying behavior
  • 12. © 2015 Autodesk Persona segmentation examples Experience Mahesh ChrisBeda Matt Focus skills: • Soft Skills & Business Acumen • Innovation & Engineering • Tools & function
  • 13. © 2015 Autodesk Persona segmentation examples Junior Experienced Senior Leadership Business Owner Sources: LinkedIn profiling Ricky Raz Tolgar Kai Hierarchy Company Size
  • 15. © 2015 Autodesk Depth of empathy that allows to create personal messages, strong enough affinity to resonate, stand out Simplicity that allows it to be grasped across the org and drive alignment Actionable for different stakeholders with different requirements Challenges
  • 16. © 2015 Autodesk 4 actionable sections Persona Demographics Persona at Work Skills Experience Goals Pain points Motivators Success factors Persona In Purchase Role in decision process Associated marketing / sales objectives Persona and Marketing Customer satisfaction Brand perception Marketing channel preferences Content format preferences Information needs
  • 17. © 2015 Autodesk Persona Demographics Persona Demographics Population size Genders Age Education Job titles Motto or quote Beda is an early career millennial with responsibilities developing mechanical assemblies, parts, and systems for products in CAD. Engineering is a lifestyle for him he may identify to the Maker community. He is eager to learn new technologies and driven to establish workplace credibility. 90 000 in the US Age: 28 Male BS or MS in Mechanical Eng. Mechanical Engineer / Product Engineer Plan Identify Align
  • 18. © 2015 Autodesk Persona at work Understand Empathize Relate • Day in the Life • Motivators & Pain points • (both general and related to specific product category) Persona at Work Skills Experience Goals Pain points Motivators Success factors
  • 19. © 2015 Autodesk Persona in Purchase Prioritize Message Influence Persona In Purchase Role in decision process Associated marketing / sales objectives
  • 20. © 2015 Autodesk Persona and marketing Reach Influence Persona and Marketing Customer satisfaction Brand perception Marketing channel preferences Content format preferences Information needs
  • 21. © 2015 Autodesk BLS LinkedIn scrapping Profiles Job offers Interviews Social listening Methodology & Resources Data + Empathy
  • 22. © 2015 Autodesk ExistingPrograms Improve content Adapt tone of voice NewPrograms Predict outcomes Select channels Select content formats NewFrameworks Progressive profiling Content customization Journey customization How marketers Deploy Empathy at Scale + +