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From Call Center to Field:
Improving the customer
experience with location
intelligence
Dave Mosher | Solutions Consultant
Kim Deal | Product Marketing Manager
Introducing
Precisely
• The merger of Pitney Bowes
Software and Data and
Syncsort
• Precisely offers powerful data
integration and optimization
software alongside best-in-
class location intelligence, data
enrichment, customer
information management, and
engagement solutions.
• 12,000 customers
• 90 of the fortune 100
• Customers in more that 100
countries
• 2,000+ employees
Portfolio:
• Integrate
• Verify
• Locate
• Enrich
• Engage
Headquartered in Pearl River, NY
with offices across North America,
EMEA, Asia Pacific to support our
global customers and partners.
The Forrester Wave™:
Location Intelligence
Platforms, Q2 2020 Precisely
• Esri and Precisely (formerly known
as Syncsort) were the only LEADERS
in Location Intelligence Platforms
• Oracle and Microsoft are Strong
Performers
• Hexagon, MapLarge, CARTO,
Salesforce, Google are Contenders
The Forrester Wave™ is copyrighted by Forrester Research, Inc. Forrester and Forrester Wave™
are trademarks of Forrester Research, Inc. The Forrester Wave™ is a graphical representation
of Forrester’s call on a market and is plotted using a detailed spreadsheet with exposed scores,
weightings, and comments. Forrester does not endorse any vendor, product, or service
depicted in the Forrester Wave™. Information is based on best available resources. Opinions
reflect judgment at the time and are subject to change.
Sound familiar?
Can we improve
our speed of
digital
transformation?
We need to
understand what
new services our
existing customers
may find valuable.
Where does it
make sense to
expand our
network?
How can we
accurately
determine what
services are
available in an
area?
What products
and assets are in
the area?
What points of
interest are
near assets?
We need to
share customer
locations across
the business
Where
should we
target our
marketing?
We want
people to be
able to lookup
available
services and
coverage
online
Who are our
Twitter
followers, are
they
members?
4
What type of solutions are required to
“address” these questions?
1
Addressing
2
Geocoding
3
Location
Analytics
4
Location
Enrichment
5
Everything begins with an
address (location)
Common Address Challenges
Name AddressLine1 City State ZIP Code Phone Email
Bob Williams 15 Jones Avenue Newton MA 2106 617 555 0000 bob.williams@yahoo.com
Robert Williams 15 Jones Av. Newton MA 02458 617.555.0000 bob.williams@yahoo.com
Julie Peters 4535 COMMERCIAL DR NW HARTFORD NY 13413-6208 (770) 304-1896 mstephens6@sciencedirect.com
Maria Stephens 3045 ROUTE 50 SARATOGA NY 12866-2919 (770) 304-1896 mstephens6@sciencedirect.com
Duarte Cardenas 2 Gold St., Apt 3C New York NY 908-992-9929 cardenas2018@gmail.com
Lalo Cardenas 2 Glod St., #3C 10038 9089929929 cardenas2018@gmail.com
Yorath Cardenas 2 Gold #3C New York 10038 (908) 992-9929 cardenas2018@gmail.com
Burkes, Mike & Ida 71 Jones Ct Nweton MA 02458
mburkes@gmail.co
m 617-532-9550
Jaardin 1851 BRUCKNER Boul BRONX NY 10472-6502 (208) 753-0678 lfreemang@scientificamerican.com
‫جاردين‬ ‫فريمان‬ 1851 BRUCKNER place BRONX NY (950) 560-1865 fbennetth@g.com
‫جاردين‬ ‫فريمن‬ 1851 Brukner Bvd 10472-6502 (208) 753-0678 lfreemang@scientificamerican.com
Address: Incorrect,
Non-Standard,
Incomplete
Postal Code:
Incorrect,
Incomplete, Missing
Non-Standard
formats
Mis-fielded dataMissing DataTypos
Multiple
Names
Non-English
Characters
Non-Standard
Names
Duplicate
Records
Understanding the Complexity of an Address
4750 WALNUT ST STE 200
BOULDER CO 80301-2532
Local Addressing Authority, E911 & USPS Building Owner
USPS & City Government
“An address is a multi-field labelling system where each field is owned and maintained by different
entities, these fields frequently change independently…and because the address itself has multiple
purposes, it is necessarily highly fault tolerant and therefore utterly unsuited to computerization”
Federal & State Governments
USPS
How Precisely Simplifies Addressing…
Parcel
Building
Address
The PreciselyID is a unique and
persistent 12-digit identifier for all
addressable locations throughout
the US
The PreciselyID
provides the ability to
easily link over 9,000
attributes to an
address
PreciselyID leads to accurate insight
Address Building Parcel
Streamlined Data Linking
Streamlined Data Linking
Genealogy
FIPS –
Census ID
Elevation
Property
Details
Risk
Association
Business
Information
11
819 N Cooper St
Arlington, TX 76011
Single Story
Shingle Roof
1 Stall
Garage
Good
Condition
Terminal:
645 ft
Vacant Elevation:
622 ft
Tower:
1,315 ft
PreciselyID
What impacts your customers
experience…
The ability to provide services to
your current and prospective
customer base
Requirements:
• Quality Addressing
• Gap Analysis
• Hyper Accurate Location
• Parcel vs. Building vs. Address
• Property Characteristics
• Vacancy
• Residential
• MDU vs. Single Family Home
• “Livability”
• Business
• Points of Interest
Serviceability… Network Analysis…
Better
Customer
Experience
The process of understanding
network limitations and where
new build should/could occur
Requirements:
• Optimization
• Passed Homes
• Service Availability
• Terminal Locations
• Distance to Splice Points
• Straight Line vs. Manhattan vs.
Walking
• Build Out
• Market Analysis
• Network Planning
• Enrichment
• Consumer vs. Lifestyle vs.
Demographics
13
Demonstration
Questions?
From Call Center to Field: Improving the Customer Experience with Location Intelligence

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From Call Center to Field: Improving the Customer Experience with Location Intelligence

  • 1. From Call Center to Field: Improving the customer experience with location intelligence Dave Mosher | Solutions Consultant Kim Deal | Product Marketing Manager
  • 2. Introducing Precisely • The merger of Pitney Bowes Software and Data and Syncsort • Precisely offers powerful data integration and optimization software alongside best-in- class location intelligence, data enrichment, customer information management, and engagement solutions. • 12,000 customers • 90 of the fortune 100 • Customers in more that 100 countries • 2,000+ employees Portfolio: • Integrate • Verify • Locate • Enrich • Engage Headquartered in Pearl River, NY with offices across North America, EMEA, Asia Pacific to support our global customers and partners.
  • 3. The Forrester Wave™: Location Intelligence Platforms, Q2 2020 Precisely • Esri and Precisely (formerly known as Syncsort) were the only LEADERS in Location Intelligence Platforms • Oracle and Microsoft are Strong Performers • Hexagon, MapLarge, CARTO, Salesforce, Google are Contenders The Forrester Wave™ is copyrighted by Forrester Research, Inc. Forrester and Forrester Wave™ are trademarks of Forrester Research, Inc. The Forrester Wave™ is a graphical representation of Forrester’s call on a market and is plotted using a detailed spreadsheet with exposed scores, weightings, and comments. Forrester does not endorse any vendor, product, or service depicted in the Forrester Wave™. Information is based on best available resources. Opinions reflect judgment at the time and are subject to change.
  • 4. Sound familiar? Can we improve our speed of digital transformation? We need to understand what new services our existing customers may find valuable. Where does it make sense to expand our network? How can we accurately determine what services are available in an area? What products and assets are in the area? What points of interest are near assets? We need to share customer locations across the business Where should we target our marketing? We want people to be able to lookup available services and coverage online Who are our Twitter followers, are they members? 4
  • 5. What type of solutions are required to “address” these questions? 1 Addressing 2 Geocoding 3 Location Analytics 4 Location Enrichment 5
  • 6. Everything begins with an address (location)
  • 7. Common Address Challenges Name AddressLine1 City State ZIP Code Phone Email Bob Williams 15 Jones Avenue Newton MA 2106 617 555 0000 bob.williams@yahoo.com Robert Williams 15 Jones Av. Newton MA 02458 617.555.0000 bob.williams@yahoo.com Julie Peters 4535 COMMERCIAL DR NW HARTFORD NY 13413-6208 (770) 304-1896 mstephens6@sciencedirect.com Maria Stephens 3045 ROUTE 50 SARATOGA NY 12866-2919 (770) 304-1896 mstephens6@sciencedirect.com Duarte Cardenas 2 Gold St., Apt 3C New York NY 908-992-9929 cardenas2018@gmail.com Lalo Cardenas 2 Glod St., #3C 10038 9089929929 cardenas2018@gmail.com Yorath Cardenas 2 Gold #3C New York 10038 (908) 992-9929 cardenas2018@gmail.com Burkes, Mike & Ida 71 Jones Ct Nweton MA 02458 mburkes@gmail.co m 617-532-9550 Jaardin 1851 BRUCKNER Boul BRONX NY 10472-6502 (208) 753-0678 lfreemang@scientificamerican.com ‫جاردين‬ ‫فريمان‬ 1851 BRUCKNER place BRONX NY (950) 560-1865 fbennetth@g.com ‫جاردين‬ ‫فريمن‬ 1851 Brukner Bvd 10472-6502 (208) 753-0678 lfreemang@scientificamerican.com Address: Incorrect, Non-Standard, Incomplete Postal Code: Incorrect, Incomplete, Missing Non-Standard formats Mis-fielded dataMissing DataTypos Multiple Names Non-English Characters Non-Standard Names Duplicate Records
  • 8. Understanding the Complexity of an Address 4750 WALNUT ST STE 200 BOULDER CO 80301-2532 Local Addressing Authority, E911 & USPS Building Owner USPS & City Government “An address is a multi-field labelling system where each field is owned and maintained by different entities, these fields frequently change independently…and because the address itself has multiple purposes, it is necessarily highly fault tolerant and therefore utterly unsuited to computerization” Federal & State Governments USPS
  • 9. How Precisely Simplifies Addressing… Parcel Building Address The PreciselyID is a unique and persistent 12-digit identifier for all addressable locations throughout the US
  • 10. The PreciselyID provides the ability to easily link over 9,000 attributes to an address
  • 11. PreciselyID leads to accurate insight Address Building Parcel Streamlined Data Linking Streamlined Data Linking Genealogy FIPS – Census ID Elevation Property Details Risk Association Business Information 11
  • 12. 819 N Cooper St Arlington, TX 76011 Single Story Shingle Roof 1 Stall Garage Good Condition Terminal: 645 ft Vacant Elevation: 622 ft Tower: 1,315 ft PreciselyID
  • 13. What impacts your customers experience… The ability to provide services to your current and prospective customer base Requirements: • Quality Addressing • Gap Analysis • Hyper Accurate Location • Parcel vs. Building vs. Address • Property Characteristics • Vacancy • Residential • MDU vs. Single Family Home • “Livability” • Business • Points of Interest Serviceability… Network Analysis… Better Customer Experience The process of understanding network limitations and where new build should/could occur Requirements: • Optimization • Passed Homes • Service Availability • Terminal Locations • Distance to Splice Points • Straight Line vs. Manhattan vs. Walking • Build Out • Market Analysis • Network Planning • Enrichment • Consumer vs. Lifestyle vs. Demographics 13

Editor's Notes

  1. CHRIS: But first a little about Precisely for those who are unfamiliar with the name…
  2. As I mentioned previously, Forrester identified an entirely different analyst to conduct the survey in 2018 and the same analyst conducted the 2020 survey recently. The prior survey analyst was perhaps too generous to the other vendors and so you see some slippage in rank by those vendors such as Oracle. It is interesting to note the appearance of new suppliers and the exit of some competitors in 2018. If you perceive from this chart the PB is slightly ahead of Esri on the vertical axis you would be correct … Alteryx and SAP are gone, and MapLarge has moved from being a Strong Performer to that of a mid-level Contender. Compared to 2016, all the players that remain, went a bit backward…so, for Syncsort/PB to remain in a leadership position is significant.
  3. Going a level deeper, you are probably hearing location based questions around these topics.
  4. ….Computerization leads us onto use-cases for addressing and geocoding
  5. [---- Solution / Provisioning ----] And that single comprehensive view can save you money on service and provisioning, enabling more specific and personalized instruction or support to customers without requiring technicians being on site.