WEBCAST 
POWER RELEVANT EXPERIENCES. 
CREATE BRAND ADVOCATES. 
OCTOBER 21, 2014 
10:00AM PST | 1:00PM EST
What’s 
Holding 
Us 
Back? 
• Capterra: 
Applica'on 
Overload 
• Forbes: 
Marketers 
Don’t 
Know 
What 
They 
Know
A 
Need 
for 
Unifica?on 
• Mul'faceted 
approach 
to 
customer 
engagement 
• Understanding 
of 
the 
customer 
context 
• An 
ongoing 
strategy 
to 
maintain 
relevance
Today’s 
Speakers 
• Carl 
Doty 
Vice 
President 
& 
Group 
Director 
of 
Marke'ng 
Leadership 
& 
Customer 
Insights, 
Forrester 
• Howard 
Beader 
Vice 
President 
of 
Product 
Marke'ng, 
SDL
SDL Proprietary and Confidential 
Customer Context 
Power Relevant Brand 
Experiences. 
Create Brand Advocates 
Carl Doty, Vice President, Group Director, Forrester 
Howard Beader, Vice President, Product Marketing SDL 
October 21, 2014
© 2014 Forrester Research, Inc. Reproduction Prohibited 
The Power Of 
Customer Context 
Targeting 
Promotion 
Conversion 
Relevance 
Carl Doty 
Vice President & Group Director
© 2014 Forrester Research, Inc. Reproduction Prohibited 
Image source: 
http://mashable.com/2012/03/29/humanize-brand-social-media/ 
What defines 
your brand?
© 2014 Forrester Research, Inc. Reproduction Prohibited
© 2014 Forrester Research, Inc. Reproduction Prohibited 
Image source: http://www.wired.com/2014/01/audi-tt-dash/
Context Is The 
Marketer’s New Remit 
© 2014 Forrester Research, Inc. Reproduction Prohibited
How context changes marketing 
BEFORE CONTEXT: AFTER CONTEXT: 
• Campaigns 
• Targeting 
• Customer segmentation 
• Media schedules 
• Messages 
• Transactions 
• GRPs and CPMs 
• Interactions 
• Engaging 
• Customer recognition 
• Customer moments 
• Utility 
• Value exchanges 
• Minutes of engagement 
© 2014 Forrester Research, Inc. Reproduction Prohibited
Why campaigns won’t cut it anymore 
© 2014 Forrester Research, Inc. Reproduction Prohibited 
< 25% of consumers 
trust offline ads** 
62% of marketers will 
grow digital budgets 
this year* 
< 20% of consumers 
trust digital ads** 
*Base: 395 UK and NA Enterprise Marketers* 
*Source: Forrester ‘s Q3 2013 Digital Maturity Survey 
**Base: 61,104 US online adults (18+), 
**Source: North American Technographics® Online Benchmark Survey (Part 1), 2013
Today’s campaign processes are linear 
© 2014 Forrester Research, Inc. Reproduction Prohibited 
Strategy 
Planning 
Analytics 
Design 
Execution 
Brand Campaigns Customers 
Campaign Performance
But the customer life cycle is non-linear 
© 2014 Forrester Research, Inc. Reproduction Prohibited 
ENGAGE 
ASK 
DISCOVER 
USE BUY 
EXPLORE
But the customer life cycle is non-linear 
© 2014 Forrester Research, Inc. Reproduction Prohibited
But the customer life cycle is non-linear 
© 2014 Forrester Research, Inc. Reproduction Prohibited
But the customer life cycle is non-linear 
© 2014 Forrester Research, Inc. Reproduction Prohibited
But the customer life cycle is non-linear 
© 2014 Forrester Research, Inc. Reproduction Prohibited
Contextual interactions perpetuate a 
value-exchange 
36% of firms are 
adopting sensor-based 
tech* 
Connected Connected Bodies…" Golf Clubs?" 
*Base: 1,863 North American and European network and telecommunications decision-makers of companies with 20+ employees 
Source: Forrsights Networks And Telecommunications Survey, Q1 2013 
© 2014 Forrester Research, Inc. Reproduction Prohibited 
Connected Cars…"
McCormick & Company sparks a self-perpetuating 
© 2014 Forrester Research, Inc. Reproduction Prohibited 
interaction cycle
How can you exploit 
customer context? 
© 2014 Forrester Research, Inc. Reproduction Prohibited
Build a contextual marketing engine 
A contextual marketing engine is a brand-specific 
platform that exploits customer context 
to deliver utility and guide the customer into the 
© 2014 Forrester Research, Inc. Reproduction Prohibited 
next best interaction.
What will a contextual marketing 
engine do for you? 
• Bridge the gap between marketing and experience. 
• Drive more useful interactions with customers. 
• Provide a persistent incentive to engage. 
• Redefine the purpose of your campaigns. 
© 2014 Forrester Research, Inc. Reproduction Prohibited
Engage Discover 
Engage Dscover 
Use Buy 
© 2014 Forrester Research, Inc. Reproduction Prohibited 
The contextual marketing 
engine at work 
Big Data 
Customer Database 
• Campaigns spark interactions 
across the customer life-cycle. 
• Insight and automation drive the 
engine. 
• Customer data and analytics fuel 
the engine with insights. 
REAL TIME 
ANALYTICS 
INTERACTIONS 
MARKETING 
AUTOMATION 
INSIGHTS 
Ask 
Use Buy 
Explore
Four key steps to building your 
contextual marketing engine 
• Determine your brand’s North star. 
• Identify your unique interaction cycle 1 Define your strategy in support of that. 
• Reconceive the role of content to provide utility. 
• Embrace iterative and agile approaches. 
© 2014 Forrester Research, Inc. Reproduction Prohibited 
Reorganize your 
processes 2 
• Take inventory of your existing technology assets. 
• Identify new technologies needed to build the engine. 
Adapt your marketing 
technology portfolio 3 
• Use big data technologies to get predictive. 
• Compress the data-to-insight process. 
Accelerate innovation 
with analytics 4
How to get started: As soon as you get 
back to work… 
• Team up marketers, data scientists, and technologists. 
• Map your technology assets to your customers’ journeys. 
• Follow the four steps to start building your engine. 
• Treat it as a living product, not a one-time project. 
© 2014 Forrester Research, Inc. Reproduction Prohibited
Image source: 
http://www.huffingtonpost.com 
© 2014 Forrester Research, Inc. Reproduction Prohibited
© 2014 Forrester Research, Inc. Reproduction Prohibited 
THANK YOU 
Carl Doty 
Vice President & Group Director 
Marketing Leadership & Customer Insights 
cdoty@forrester.com 
@carldoty
SDL 
Howard Beader
31 
Context is Key Throughout the Customer Journey 
PRE-PURCHASE 
Consider 
Research 
PURCHASE 
Engage 
Advocate 
POST-PURCHASE
32 
Customer Context 
Connectivity 
Past behavior 
Customer 
Day of year 
Purchase history 
My device 
Time of day 
Demographics 
What I want to 
accomplish - now 
My location 
My language 
Channel 
preferences 
Business or leisure
33 
Know, Reach, Convert & Engage 
customers across the entire journey
34
35 
Brand dilution 
3.3 MB 
Full page loaded onto mobile… 
“Porsche = Fast cars, slow web pages” 
3.3 MB 
Contextually 
Poor
36 
Proper Branding Navigation specific for my Device 
Optimized Design Elements 
Detect 
capabilities 
of my 
Device 
1.7 MB 138 KB 
Tasks relevant to my Context 
Size & speed geared 
towards network/device 
Contextually 
Relevant
37 
6 Tenets to Customer Experience Success 
Measure to Understand 
Optimize Experiences 
Focus on context 
Accelerate customer journeys 
Engage across channels 
Enable self-service support 
1 
2 
3 
4 
5 
6
38
Powering 
campaigns 
for 400+ 
global brands 
39 
3400 
Employees Worldwide 
Founded in 1992 
72 out of the top 100 global brands work with SDL 
Driving $16B 
in annual online 
revenue with 
our eCommerce 
technology 
Leader 
in web content 
management 
Enabling 
companies to 
communicate in 
100+ 
countries 
7 BILLION 
words 
translated 
every month 
70 
offices 
38 
countries 
1500 
enterprise 
customers 
Global Customer 
Experience Leader 
400 
partners
40 
Thank you 
hbeader@SDL.com 
@hbeader
Global Customer Experience Management 
Copyright © 2008-2014 SDL plc. All rights reserved. All company names, brand names, trademarks, 
service marks, images and logos are the property of their respective owners. 
This presentation and its content are SDL confidential unless otherwise specified, and may not be 
copied, used or distributed except as authorised by SDL.
Q&A 
Session
Thank 
You 
for 
Watching

Customer Context: Power Relevant Experiences Create Brand Advocates

  • 1.
    WEBCAST POWER RELEVANTEXPERIENCES. CREATE BRAND ADVOCATES. OCTOBER 21, 2014 10:00AM PST | 1:00PM EST
  • 2.
    What’s Holding Us Back? • Capterra: Applica'on Overload • Forbes: Marketers Don’t Know What They Know
  • 3.
    A Need for Unifica?on • Mul'faceted approach to customer engagement • Understanding of the customer context • An ongoing strategy to maintain relevance
  • 4.
    Today’s Speakers •Carl Doty Vice President & Group Director of Marke'ng Leadership & Customer Insights, Forrester • Howard Beader Vice President of Product Marke'ng, SDL
  • 5.
    SDL Proprietary andConfidential Customer Context Power Relevant Brand Experiences. Create Brand Advocates Carl Doty, Vice President, Group Director, Forrester Howard Beader, Vice President, Product Marketing SDL October 21, 2014
  • 7.
    © 2014 ForresterResearch, Inc. Reproduction Prohibited The Power Of Customer Context Targeting Promotion Conversion Relevance Carl Doty Vice President & Group Director
  • 8.
    © 2014 ForresterResearch, Inc. Reproduction Prohibited Image source: http://mashable.com/2012/03/29/humanize-brand-social-media/ What defines your brand?
  • 9.
    © 2014 ForresterResearch, Inc. Reproduction Prohibited
  • 10.
    © 2014 ForresterResearch, Inc. Reproduction Prohibited Image source: http://www.wired.com/2014/01/audi-tt-dash/
  • 11.
    Context Is The Marketer’s New Remit © 2014 Forrester Research, Inc. Reproduction Prohibited
  • 12.
    How context changesmarketing BEFORE CONTEXT: AFTER CONTEXT: • Campaigns • Targeting • Customer segmentation • Media schedules • Messages • Transactions • GRPs and CPMs • Interactions • Engaging • Customer recognition • Customer moments • Utility • Value exchanges • Minutes of engagement © 2014 Forrester Research, Inc. Reproduction Prohibited
  • 13.
    Why campaigns won’tcut it anymore © 2014 Forrester Research, Inc. Reproduction Prohibited < 25% of consumers trust offline ads** 62% of marketers will grow digital budgets this year* < 20% of consumers trust digital ads** *Base: 395 UK and NA Enterprise Marketers* *Source: Forrester ‘s Q3 2013 Digital Maturity Survey **Base: 61,104 US online adults (18+), **Source: North American Technographics® Online Benchmark Survey (Part 1), 2013
  • 14.
    Today’s campaign processesare linear © 2014 Forrester Research, Inc. Reproduction Prohibited Strategy Planning Analytics Design Execution Brand Campaigns Customers Campaign Performance
  • 15.
    But the customerlife cycle is non-linear © 2014 Forrester Research, Inc. Reproduction Prohibited ENGAGE ASK DISCOVER USE BUY EXPLORE
  • 16.
    But the customerlife cycle is non-linear © 2014 Forrester Research, Inc. Reproduction Prohibited
  • 17.
    But the customerlife cycle is non-linear © 2014 Forrester Research, Inc. Reproduction Prohibited
  • 18.
    But the customerlife cycle is non-linear © 2014 Forrester Research, Inc. Reproduction Prohibited
  • 19.
    But the customerlife cycle is non-linear © 2014 Forrester Research, Inc. Reproduction Prohibited
  • 20.
    Contextual interactions perpetuatea value-exchange 36% of firms are adopting sensor-based tech* Connected Connected Bodies…" Golf Clubs?" *Base: 1,863 North American and European network and telecommunications decision-makers of companies with 20+ employees Source: Forrsights Networks And Telecommunications Survey, Q1 2013 © 2014 Forrester Research, Inc. Reproduction Prohibited Connected Cars…"
  • 21.
    McCormick & Companysparks a self-perpetuating © 2014 Forrester Research, Inc. Reproduction Prohibited interaction cycle
  • 22.
    How can youexploit customer context? © 2014 Forrester Research, Inc. Reproduction Prohibited
  • 23.
    Build a contextualmarketing engine A contextual marketing engine is a brand-specific platform that exploits customer context to deliver utility and guide the customer into the © 2014 Forrester Research, Inc. Reproduction Prohibited next best interaction.
  • 24.
    What will acontextual marketing engine do for you? • Bridge the gap between marketing and experience. • Drive more useful interactions with customers. • Provide a persistent incentive to engage. • Redefine the purpose of your campaigns. © 2014 Forrester Research, Inc. Reproduction Prohibited
  • 25.
    Engage Discover EngageDscover Use Buy © 2014 Forrester Research, Inc. Reproduction Prohibited The contextual marketing engine at work Big Data Customer Database • Campaigns spark interactions across the customer life-cycle. • Insight and automation drive the engine. • Customer data and analytics fuel the engine with insights. REAL TIME ANALYTICS INTERACTIONS MARKETING AUTOMATION INSIGHTS Ask Use Buy Explore
  • 26.
    Four key stepsto building your contextual marketing engine • Determine your brand’s North star. • Identify your unique interaction cycle 1 Define your strategy in support of that. • Reconceive the role of content to provide utility. • Embrace iterative and agile approaches. © 2014 Forrester Research, Inc. Reproduction Prohibited Reorganize your processes 2 • Take inventory of your existing technology assets. • Identify new technologies needed to build the engine. Adapt your marketing technology portfolio 3 • Use big data technologies to get predictive. • Compress the data-to-insight process. Accelerate innovation with analytics 4
  • 27.
    How to getstarted: As soon as you get back to work… • Team up marketers, data scientists, and technologists. • Map your technology assets to your customers’ journeys. • Follow the four steps to start building your engine. • Treat it as a living product, not a one-time project. © 2014 Forrester Research, Inc. Reproduction Prohibited
  • 28.
    Image source: http://www.huffingtonpost.com © 2014 Forrester Research, Inc. Reproduction Prohibited
  • 29.
    © 2014 ForresterResearch, Inc. Reproduction Prohibited THANK YOU Carl Doty Vice President & Group Director Marketing Leadership & Customer Insights cdoty@forrester.com @carldoty
  • 30.
  • 31.
    31 Context isKey Throughout the Customer Journey PRE-PURCHASE Consider Research PURCHASE Engage Advocate POST-PURCHASE
  • 32.
    32 Customer Context Connectivity Past behavior Customer Day of year Purchase history My device Time of day Demographics What I want to accomplish - now My location My language Channel preferences Business or leisure
  • 33.
    33 Know, Reach,Convert & Engage customers across the entire journey
  • 34.
  • 35.
    35 Brand dilution 3.3 MB Full page loaded onto mobile… “Porsche = Fast cars, slow web pages” 3.3 MB Contextually Poor
  • 36.
    36 Proper BrandingNavigation specific for my Device Optimized Design Elements Detect capabilities of my Device 1.7 MB 138 KB Tasks relevant to my Context Size & speed geared towards network/device Contextually Relevant
  • 37.
    37 6 Tenetsto Customer Experience Success Measure to Understand Optimize Experiences Focus on context Accelerate customer journeys Engage across channels Enable self-service support 1 2 3 4 5 6
  • 38.
  • 39.
    Powering campaigns for400+ global brands 39 3400 Employees Worldwide Founded in 1992 72 out of the top 100 global brands work with SDL Driving $16B in annual online revenue with our eCommerce technology Leader in web content management Enabling companies to communicate in 100+ countries 7 BILLION words translated every month 70 offices 38 countries 1500 enterprise customers Global Customer Experience Leader 400 partners
  • 40.
    40 Thank you hbeader@SDL.com @hbeader
  • 41.
    Global Customer ExperienceManagement Copyright © 2008-2014 SDL plc. All rights reserved. All company names, brand names, trademarks, service marks, images and logos are the property of their respective owners. This presentation and its content are SDL confidential unless otherwise specified, and may not be copied, used or distributed except as authorised by SDL.
  • 42.
  • 43.
    Thank You for Watching