Intelligent Customer Engagement™ Suite
Personalising Customer
Engagements through Smarter
Analytics & Marketing
Presenter Name: Anant Choubey and Aurelia Leopold
Date: 20th June, 2014
Right Channel, Right Message. Right Now
Company background
• Capillary enables retail marketers and service providers to easily and
quickly manage their customer data, gain insights and personalize
interactions across multiple channels, driving a significant increase in
sales and loyalty
• Cradle-to-grave solution for the entire customer engagement life
cycle
⁻ Customer data capture & management (mobile, social media, online and in
store)
⁻ Deep customer insights served through intuitive interfaces & dashboards
⁻ Personalized customer interactions through powerful big data & analytics
⁻ Integrates with typical retail, payment & marketing solutions
⁻ Integrated platform that’s intuitive, flexible & quickly deployed
• Worldwide leader in cloud-based Customer Engagement Management
solutions
⁻ Customers: 150+ top brands
⁻ Representing 10,000 locations
⁻ Who reach 100M shoppers
• Headquartered in Singapore with 350+ employees globally
• Funded by Sequoia Capital, Norwest Venture Partners, Qualcomm
Ventures and American Express Ventures
Private and Confidential 6/20/2014
AFRICA
USA
MIDDLE EAST
INDIA
UK
SINGAPORE
AUSTRALIA
Global presence
Private and Confidential 6/20/2014
Awards and Recognitions
Capillary Was Recognized As
• Loyalty & CRM agency of the year
• Consumer Engagement Agency of the year
• Named as a Gartner Cool Vendor
• Named by WEF as a scalable, high growth business
• Named by HBR as leaders in Reverse Innovation in Product Technology
• Named by Forbes as one of 12 hidden gems
• Named by Fortune as 40 under 40 business leader’s venture
• Named by Inc. as one of Top 100 Innovators in product and technology
Our Clients Won
• Best CRM Strategy
• Best Use of Consumer Insights/Analytics
• Best Use of Loyalty Related Technology
• Excellence in Loyalty Marketing
• Excellence in Consumer Insights/Market research
• Excellence in Data-Driven Marketing
• CRM Program of the Year
• Best use of Incentives and Rewards
• Best Direct Response Campaign
• Best Location-based Marketing
• Customer insight project of the year
Private and Confidential 6/20/2014
Our solutions are purpose built for retail omni-
channel consumer engagement
Private and Confidential 6/20/2014
Private and Confidential 6/20/2014
Asia Pacific Customers on the Lead
54.7%52.2%
47.5%47.6%
Private and Confidential 6/20/2014
Connected Consumers Hold the Power
Consumer at
the Heart
Consumer are
the decision
makers
This means higher
ROI for you
Private and Confidential 6/20/2014
Times Have Changed
Click
Before Today
Buy
Enjoy!
Sign Up
Showrooming
Informed
Social Media
Recommendations from
friends
Knows the best price
Shares experiences
instantly
Shopping
24X7
Exceptional
services
Wants relevant
offers
Present at
all channels
And More!
Customers took the effort to
connect with the brand
Brand has the responsibility to
connect with the customer
Social Media
Social Media
Social Media
Social sfb
Social sfb
Very fussy
Very fussy
Very fussy
Very fussy
Very fussy
Very fussy
Very fussy
Very fussy
Very fussy
Private and Confidential 6/20/2014
The Customer – Service Provider Disconnect
Best
Products
Best
Prices
Available
24X7
More
Options
Right
Channel
Right
Offers
Get More
Fans
Get More
Followers
Offline +
Online
Higher
ROI
Latest
Technology
Higher
registrations
Beat
Competition
Get More
Loyalty
Future of Personalization is More Than This
Private and Confidential 6/20/2014
Private and Confidential 6/20/2014
Where do You Stand?
Henry
• Male, 28 – 32 yrs
• Data packages
• Post-paid customer
• Preferences
•4G
•At least 1GB per month
•Frequent traveler; ideal
for roaming plans
• Discount Seeker: No
• Preferred Channel for
Transaction: Online
• #non customer family members: 3
• Average Billing: $350
• Segment: New services lover
How many of you know your customers so well?
How many of you can use all of this information to market better?
How many of you can do this at realtime and at any channel?
Private and Confidential 6/20/2014
Before
Your Customer You
Engaging Customers = Difficult Task
Customers took the effort to
connect with the brand
Private and Confidential 6/20/2014
Your Customer You
Engaging Customers = Difficult Task
Now
Brand has the responsibility to
connect with the customer
Customers willingly provide these data in one way or the other
giving retailers the chance to engage better with them
Customers are leaving data behind –
Retailers need to make most of it
Private and Confidential
8/11/201
4
13
Data
Insights
Engagement
Communication
POS
Online Order
Call Centres
Spend behaviour
Time of
Purchase
Typical Items
orderedDiscounts
Points
Rewards
Offers/Combos
Email
Mobile
Apps
Social Media
In- store
The Circle to Create Richer Insights, Richer Experiences
Private and Confidential
8/11/201
4
14
Private and Confidential 6/20/2014
How does Customer
Intelligence help?
Customer Centric Intelligence – The Key to Retail Growth
Gather Data – Both
instore and online
Segment in accordance to
various characteristics
Microsegment to arrive at
unique customer profiles
Analyze past behaviour,
preferences, likes etc to
predict next steps
Interact with customer
with the right message at
the right time
Respond to their actions
at realtime
More sales from
campaigns
Gather feedback Deliver improved
experiences
6/20/2014Private & Confidential
Big Data Analytics to Create Richer Insights, Richer Experiences
•PoS
•Associates
Offline Data
•Email
•Messages
•Apps
•Demographics
•Service Centers
•Satisfaction Levels
Additional Data
Predict
Headroom
Finding
Preferences
Understanding
Triggers
How much do customers spend
in the industry?
How much do customers spend
in a shopping trip?
What items in a typical basket
does a customer not buy at DJ?
What do similar customers
buy?
What does this customer
usually buy?
When is a customer most likely
to respond to an offer?
What kind of offers work better
at POS vs. offline?
Insights
•Ecommerce
•Social Media
Interactions
Online Data
Big Data
Analytics
6/20/2014Private & Confidential
Customer Segmentation – The stepping stones of personalization
Identifying separate clusters of similar-behaving customers based on their behavioral and
transactional data
23 Customized campaign for
customer based on their model
scores
1
Targeted promotions
and campaigns
deliver higher ROI
and ensure
maximum customer
participation
Customer Lifetime Value to discover your top target customers
CLV: Total net income that can be obtained from the customer during their time in the
system
a) Effective products –
Discounted price plans – Up
selling
Enhance Value
a) High-end services with
waivers cross-selling
Ensure
Satisfaction
a) Retention campaigns
b) Customized offers
Enhance Loyalty
a) Collection of
outstanding bills
b) Control on cost drivers
Enhance Profit
HIGH
LOW
LOW HIGH
Likelihood of Stay
CLV
Nurture Maintain
Retain
User Story: Personalized customer engagement
Segment Potential
(Customer)
Recommendation
Target Group 1
21K
Next logical service
(3 way concall)
Target Group 2
22K
Next logical service
(3 way concall/voice station)
Target Group 3
45K
Next logical service
(Voice station / caller or hello tunes)
Target Group 4
68K
Threshold promotion
($ off promotion)
Target Group 5
98K
Threshold promotion
(% off promotion)
Target Group 6
156K
Welcome back
(SMS pack / caller or hello tunes)
For Individual Target Group, Segment Level Analysis is shown in coming slides which
can be replicated across all target groups
Analytics allows you to better treat preferred customers
Benefit Up-paid Corporate Post-paid
Image Associations
Psychologically driven
shift to match change in
life style/ stage
Matches the business/
corporate profile. Cues
security & stability
Least important. Image
perceived as ‘best deal’
Expected Usage
More consistent as well as
high usage expected
Similar kind of usage, but
now control exercised with
bill details
Possibly higher usage,
but with lower bills than
before
Convenience
Becomes a fixed monthly
routine without any
hassles of recharging
As easy as possible.
Need for simplest &
smoothest transition
Appreciated but not
critical. Should be aligned
to value perceptions
Value
Critical to convey that
decision well taken
Since mostly not/ partly
paid by self, so of least
importance
Should meet low monthly
budget. No rentals, better
call value & lower call
rates add to VFM appeal
Private and Confidential 6/20/2014
Customer insights powers personalization
How are smarter campaigns
built?
6/20/2014
Customers are Individuals. Campaigns should be too
To boost sales during slow/dull
periods
To Increase New Customer
Registrations and Encourage
Repeat Purchases
To Cross Sell / Upse Encourage
Repeat Purchases ll
& Push Slow moving
products
To Identify and
Reward Loyal
Customers
To increase ROI from
marketing campaigns
Special occasions and loyalty
Real-time Dashboards give smarter control over your business
• Quick and easy view of the business
• Details on overall revenues, CRM, Loyalty
program, and region/store level
performance
• Customizable based on time period, views,
and relevant KPIs
Delighting customers across the buyer journey – Lifecycle
Marketing
To build long-term value by understanding, measuring, analyzing,
predicting and enabling the entire customer experience
•Identify best customers
similar to current set
•Use customer data more
intensively for increasing
ARPU per customer
•Combine the telecom
operator’s reputation for
excellent products & service
as a loyalty & referral tool
Customer
Acquisition
•Build service & on-boarding
programs that improve
customer bonding
• Derive customer value &
treat customers differently
•Proactive campaigns from
customer management
program to ensure regular
contacts that builds
relationships
Customer
Retention
• Data analytics-driven,
segment-led marketing
• Targeted offers to increase
share of telecom spends –
VAS, ringtones, triple-play
offers etc.
Customer
Growth
The Unique Case
of TelcosThe role of customer
analytics to foster loyalty and sales growth
6/20/2014
Location
Based
targeting
•Driving
customers to
their nearby
retail store
•Targeted
communication
basis customer
segment/type
Coalition with
retailers
•Providing one
redemption
platform for all
•Loyalty points of
brands to be
converted to
Telco money
and vice versa
Top Customer
Program
•Rewarding and
engaging top
Telco customers
Retail
Customer
Engagement
•Customer
Engagement at
Telco Stores
Partnership Opportunities between Telco and Retailers
Typical Use Cases from Marketing
Lets take an example. One of customers We have been
provided the following 3 scenarios from the marketing
team –
1. Fixed Line customer
– We need to identify customers that are likely to
lapse
– Make relevant offers to these customers to
retain them as Telco customers
2. IPTV customers
– Understand engagement of customers across all
products
– Make relevant offers based on their
engagement
3. Broadband Users
– Identify customers that are likely to churn and
devise strategies to engage with them better
– Analyze the usage patterns of the customers
and devise strategies for upsell

Personalize Customer Engagements Through Smarter Analytics & Marketing

  • 1.
    Intelligent Customer Engagement™Suite Personalising Customer Engagements through Smarter Analytics & Marketing Presenter Name: Anant Choubey and Aurelia Leopold Date: 20th June, 2014 Right Channel, Right Message. Right Now
  • 2.
    Company background • Capillaryenables retail marketers and service providers to easily and quickly manage their customer data, gain insights and personalize interactions across multiple channels, driving a significant increase in sales and loyalty • Cradle-to-grave solution for the entire customer engagement life cycle ⁻ Customer data capture & management (mobile, social media, online and in store) ⁻ Deep customer insights served through intuitive interfaces & dashboards ⁻ Personalized customer interactions through powerful big data & analytics ⁻ Integrates with typical retail, payment & marketing solutions ⁻ Integrated platform that’s intuitive, flexible & quickly deployed • Worldwide leader in cloud-based Customer Engagement Management solutions ⁻ Customers: 150+ top brands ⁻ Representing 10,000 locations ⁻ Who reach 100M shoppers • Headquartered in Singapore with 350+ employees globally • Funded by Sequoia Capital, Norwest Venture Partners, Qualcomm Ventures and American Express Ventures Private and Confidential 6/20/2014
  • 3.
  • 4.
    Awards and Recognitions CapillaryWas Recognized As • Loyalty & CRM agency of the year • Consumer Engagement Agency of the year • Named as a Gartner Cool Vendor • Named by WEF as a scalable, high growth business • Named by HBR as leaders in Reverse Innovation in Product Technology • Named by Forbes as one of 12 hidden gems • Named by Fortune as 40 under 40 business leader’s venture • Named by Inc. as one of Top 100 Innovators in product and technology Our Clients Won • Best CRM Strategy • Best Use of Consumer Insights/Analytics • Best Use of Loyalty Related Technology • Excellence in Loyalty Marketing • Excellence in Consumer Insights/Market research • Excellence in Data-Driven Marketing • CRM Program of the Year • Best use of Incentives and Rewards • Best Direct Response Campaign • Best Location-based Marketing • Customer insight project of the year Private and Confidential 6/20/2014
  • 5.
    Our solutions arepurpose built for retail omni- channel consumer engagement Private and Confidential 6/20/2014
  • 6.
    Private and Confidential6/20/2014 Asia Pacific Customers on the Lead 54.7%52.2% 47.5%47.6%
  • 7.
    Private and Confidential6/20/2014 Connected Consumers Hold the Power Consumer at the Heart Consumer are the decision makers This means higher ROI for you
  • 8.
    Private and Confidential6/20/2014 Times Have Changed Click Before Today Buy Enjoy! Sign Up Showrooming Informed Social Media Recommendations from friends Knows the best price Shares experiences instantly Shopping 24X7 Exceptional services Wants relevant offers Present at all channels And More! Customers took the effort to connect with the brand Brand has the responsibility to connect with the customer Social Media Social Media Social Media Social sfb Social sfb Very fussy Very fussy Very fussy Very fussy Very fussy Very fussy Very fussy Very fussy Very fussy
  • 9.
    Private and Confidential6/20/2014 The Customer – Service Provider Disconnect Best Products Best Prices Available 24X7 More Options Right Channel Right Offers Get More Fans Get More Followers Offline + Online Higher ROI Latest Technology Higher registrations Beat Competition Get More Loyalty
  • 10.
    Future of Personalizationis More Than This Private and Confidential 6/20/2014
  • 11.
    Private and Confidential6/20/2014 Where do You Stand? Henry • Male, 28 – 32 yrs • Data packages • Post-paid customer • Preferences •4G •At least 1GB per month •Frequent traveler; ideal for roaming plans • Discount Seeker: No • Preferred Channel for Transaction: Online • #non customer family members: 3 • Average Billing: $350 • Segment: New services lover How many of you know your customers so well? How many of you can use all of this information to market better? How many of you can do this at realtime and at any channel?
  • 12.
    Private and Confidential6/20/2014 Before Your Customer You Engaging Customers = Difficult Task Customers took the effort to connect with the brand
  • 13.
    Private and Confidential6/20/2014 Your Customer You Engaging Customers = Difficult Task Now Brand has the responsibility to connect with the customer
  • 14.
    Customers willingly providethese data in one way or the other giving retailers the chance to engage better with them Customers are leaving data behind – Retailers need to make most of it Private and Confidential 8/11/201 4 13
  • 15.
    Data Insights Engagement Communication POS Online Order Call Centres Spendbehaviour Time of Purchase Typical Items orderedDiscounts Points Rewards Offers/Combos Email Mobile Apps Social Media In- store The Circle to Create Richer Insights, Richer Experiences Private and Confidential 8/11/201 4 14
  • 16.
    Private and Confidential6/20/2014 How does Customer Intelligence help?
  • 17.
    Customer Centric Intelligence– The Key to Retail Growth Gather Data – Both instore and online Segment in accordance to various characteristics Microsegment to arrive at unique customer profiles Analyze past behaviour, preferences, likes etc to predict next steps Interact with customer with the right message at the right time Respond to their actions at realtime More sales from campaigns Gather feedback Deliver improved experiences 6/20/2014Private & Confidential
  • 18.
    Big Data Analyticsto Create Richer Insights, Richer Experiences •PoS •Associates Offline Data •Email •Messages •Apps •Demographics •Service Centers •Satisfaction Levels Additional Data Predict Headroom Finding Preferences Understanding Triggers How much do customers spend in the industry? How much do customers spend in a shopping trip? What items in a typical basket does a customer not buy at DJ? What do similar customers buy? What does this customer usually buy? When is a customer most likely to respond to an offer? What kind of offers work better at POS vs. offline? Insights •Ecommerce •Social Media Interactions Online Data Big Data Analytics 6/20/2014Private & Confidential
  • 19.
    Customer Segmentation –The stepping stones of personalization Identifying separate clusters of similar-behaving customers based on their behavioral and transactional data 23 Customized campaign for customer based on their model scores 1 Targeted promotions and campaigns deliver higher ROI and ensure maximum customer participation
  • 20.
    Customer Lifetime Valueto discover your top target customers CLV: Total net income that can be obtained from the customer during their time in the system a) Effective products – Discounted price plans – Up selling Enhance Value a) High-end services with waivers cross-selling Ensure Satisfaction a) Retention campaigns b) Customized offers Enhance Loyalty a) Collection of outstanding bills b) Control on cost drivers Enhance Profit HIGH LOW LOW HIGH Likelihood of Stay CLV Nurture Maintain Retain
  • 21.
    User Story: Personalizedcustomer engagement Segment Potential (Customer) Recommendation Target Group 1 21K Next logical service (3 way concall) Target Group 2 22K Next logical service (3 way concall/voice station) Target Group 3 45K Next logical service (Voice station / caller or hello tunes) Target Group 4 68K Threshold promotion ($ off promotion) Target Group 5 98K Threshold promotion (% off promotion) Target Group 6 156K Welcome back (SMS pack / caller or hello tunes) For Individual Target Group, Segment Level Analysis is shown in coming slides which can be replicated across all target groups
  • 22.
    Analytics allows youto better treat preferred customers Benefit Up-paid Corporate Post-paid Image Associations Psychologically driven shift to match change in life style/ stage Matches the business/ corporate profile. Cues security & stability Least important. Image perceived as ‘best deal’ Expected Usage More consistent as well as high usage expected Similar kind of usage, but now control exercised with bill details Possibly higher usage, but with lower bills than before Convenience Becomes a fixed monthly routine without any hassles of recharging As easy as possible. Need for simplest & smoothest transition Appreciated but not critical. Should be aligned to value perceptions Value Critical to convey that decision well taken Since mostly not/ partly paid by self, so of least importance Should meet low monthly budget. No rentals, better call value & lower call rates add to VFM appeal
  • 23.
    Private and Confidential6/20/2014 Customer insights powers personalization
  • 24.
    How are smartercampaigns built? 6/20/2014
  • 25.
    Customers are Individuals.Campaigns should be too To boost sales during slow/dull periods To Increase New Customer Registrations and Encourage Repeat Purchases To Cross Sell / Upse Encourage Repeat Purchases ll & Push Slow moving products To Identify and Reward Loyal Customers To increase ROI from marketing campaigns Special occasions and loyalty
  • 26.
    Real-time Dashboards givesmarter control over your business • Quick and easy view of the business • Details on overall revenues, CRM, Loyalty program, and region/store level performance • Customizable based on time period, views, and relevant KPIs
  • 27.
    Delighting customers acrossthe buyer journey – Lifecycle Marketing To build long-term value by understanding, measuring, analyzing, predicting and enabling the entire customer experience •Identify best customers similar to current set •Use customer data more intensively for increasing ARPU per customer •Combine the telecom operator’s reputation for excellent products & service as a loyalty & referral tool Customer Acquisition •Build service & on-boarding programs that improve customer bonding • Derive customer value & treat customers differently •Proactive campaigns from customer management program to ensure regular contacts that builds relationships Customer Retention • Data analytics-driven, segment-led marketing • Targeted offers to increase share of telecom spends – VAS, ringtones, triple-play offers etc. Customer Growth
  • 28.
    The Unique Case ofTelcosThe role of customer analytics to foster loyalty and sales growth 6/20/2014
  • 29.
    Location Based targeting •Driving customers to their nearby retailstore •Targeted communication basis customer segment/type Coalition with retailers •Providing one redemption platform for all •Loyalty points of brands to be converted to Telco money and vice versa Top Customer Program •Rewarding and engaging top Telco customers Retail Customer Engagement •Customer Engagement at Telco Stores Partnership Opportunities between Telco and Retailers
  • 30.
    Typical Use Casesfrom Marketing Lets take an example. One of customers We have been provided the following 3 scenarios from the marketing team – 1. Fixed Line customer – We need to identify customers that are likely to lapse – Make relevant offers to these customers to retain them as Telco customers 2. IPTV customers – Understand engagement of customers across all products – Make relevant offers based on their engagement 3. Broadband Users – Identify customers that are likely to churn and devise strategies to engage with them better – Analyze the usage patterns of the customers and devise strategies for upsell