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Multi-Channel Marketing Engine
   Create customer value in the multi-channel world



© 2012 Accenture & Avanade. All Rights Reserved.
Agenda

•     Trends in the Multi-Channel marketing world

•     Marketing maturity
         - Marketing Resource Management
         - Multi-Channel Campaign Management

•     The process and how it works in real-life:
         - Planning, initiating and executing campaigns
         - E-mail channel execution and response handling
         - Getting the insights and acting on them




                                                            2
© 2012 Accenture & Avanade. All Rights Reserved.
Introduction

 Harness Accenture’s unparalleled industry insights and
 business process knowledge, Avanade’s extensive Microsoft
 technology integration experience, and Microsoft’s
 leadership in enterprise-ready technologies to power
 customer relationship management (CRM).

                                                             Accenture and Avanade
                                                             are recognized as
                                                             Microsoft Global
 Ruben Overkemping                                           Enterprise Partner of the
                                                             Year for 2001, 2004,
 Solution Manager Microsoft CRM                              2006, 2008, 2009 and
                                                             2010, 2011
 ruben.overkemping@avanade.com
                                                             Avanade was named
 http://nl.linkedin.com/in/rubenoverkemping                  2011 Microsoft Dynamics
                                                             CRM Solution Partner of
                                                             the Year




                                                                                         3
© 2012 Accenture & Avanade. All Rights Reserved.
Introduction

 ClickDimensions
 Email Marketing and Marketing Automation for Microsoft
 Dynamics CRM



 John Gravely
 Chief Executive Officer
 ClickDimensions
 John.gravely@clickdimensions.com
 http://www.linkedin.com/in/johngravely




                                                          4
© 2012 Accenture & Avanade. All Rights Reserved.
Market trends

 Consumers are losing trust in traditional marketing and the media context is continuously
 changing:
               Customers need…                                                          Context changes…


                                                                               Channel Proliferation
                           Right interaction        To overcome decreasing    Tremendous increase in
                         Tailored and relevant      effectiveness companies     available technology,
                      interactions/dialogue along           need to…          media and channels and
                              the lifecycle                                   increasing complexity of
                                                                                     campaigns


                            Right moment                                             Digital shift
                      Interact at moment of need;                              Shift to online & mobile
                       be able to decide when to                              interaction and increased
                                 connect                                         use of Social media


                                                      efficiently leverage       Customer buying
                                                     available interaction          Experience
                           Right channel             channels to engage       Increasing importance of
                      Control how to be reached      customers in trusted     „buying experience‟ apart
                      across multiple channels            relationships       from the product/ service
                                                                                    being bought




                                                                                                           5
© 2012 Accenture & Avanade. All Rights Reserved.
Marketing organizations need to develop the right capabilities in
order to deal with these issues



          Marketing resource management (MRM)

• The alignment of people, processes and technology to
  support marketing activities and improve marketing
  effectiveness



      Multi-channel campaign management (MCCM)

• The process of creating, executing, and measuring
  marketing programs directed at specific audience
  segments




                                                                    6
© 2012 Accenture & Avanade. All Rights Reserved.
Stages of marketing maturity




                                                   7
© 2012 Accenture & Avanade. All Rights Reserved.
The different stages of marketing resource management
maturity
             Stage 1:                                Stage 2:                  Stage 3:                           Stage 4:
           Unconcernds                             Foundationals              Challengers                         Leaders



                                                                                                                  Personal
                                                                                  Ad-hoc                          Marketing
                                                                                 Campaign
                                                     Corporate                                              On the extreme end of the
                                                    Subscription           In an ad-hoc campaign          spectrum, organizations can
                 Lead                                                    model, field staff have even     employ personal marketing
              Processing                                                more control over campaigns       capabilities to empower field
                                          In a corporate subscription
                                                                         targeted at local customers;         staff to manage 1-to-1
                                            model, central marketing
        With a lead processing                                                 field marketers can         customer dialogs; field staff
                                               groups develop the
       model, corporate decision                                         determine the target group,       have complete control over
                                           campaign strategy and the
        makers identify the most                                            the offer, and when the         the entire communication
                                              materials, and handle
      likely prospects and “push”                                           communication will run;                    stream
                                                   fulfillment
       this information to the field                                    Corporate resources provide
               for follow-up                                            “templates” that help the field
                                                                             staff serve themselves

                 Alerting                            Confirmation           List management                 Dialogue management
              Dispositioning                         List approval        Campaign configuration            Offer recommendations
                 Routing                               Tracking                  Tracking                    Contact management




                                                                                                                                           8
© 2012 Accenture & Avanade. All Rights Reserved.
The different stages of multi-channel campaign management
maturity
             Stage 1:                                Stage 2:                   Stage 3:                         Stage 4:
           Unconcernds                             Foundationals               Challengers                       Leaders



                                                                                                         One-to-one interaction
                                                                                 One-to-one
                                                                                                          Contextual, dynamic and
                                              One-to-target group                                                 personalized
                                                                                  One-to-one                 communication with
             One-to-many                                                        communication              treatments offered at the
                                             Target-group specific         emphasizing personalized      right time; Creates ongoing,
                                           communication with more          interactions and product
     Mass communication, with                                                                                 interactive customer
                                          directly suited information on   offers with basic reporting
      many over-contacted and                                                                                dialogue and ensures
                                          products or services and low       and campaign process
        many not-contacted                                                                                     branded customer
                                              target list complexity         workflow management
       customers and limited                                                                                       experience
             reporting



             Response rate:                         Response rate:              Response rate:                 Response rate:
                 ~1-2%                                  ~4-5%                       ~20%                           ~25%
              Uptake rate:                           Uptake rate:                Uptake rate:                   Uptake rate:
                0.5 – 1%                               1 – 2%                       3 - 5%                        10-20%




                                                                                                                                        9
© 2012 Accenture & Avanade. All Rights Reserved.
Roadmap: from ‘challengers’ to ‘leaders’

                                     MCCM                                                                                  MRM

                                                               Fully centralize
        Execution                   Enable campaign
                                                                 (marketing)                  Strategic                      Critically look at marketing efforts and
                                     planning on a                                                                                    remove redundancies
       management                      daily basis
                                                                  campaign                    direction
                                                               decision making


                                                               Enable advanced                                              Fully empower
        Customer                    Ensure seamless
                                                                 analytics and             Execution                        marketers with                  Streamline
                                        data flow
       analytics &                   throughout the
                                                                 segmentation
                                                                                          management
                                                                                                                               regard to                    marketing
                                                                   based on                                                   campaign                  activities planning
       data mngmt                   marketing lifecycle
                                                                customer value                                                processes


         Customer                   Enable advanced
                                                               Enable the use of                                          Create guidelines
         contact &                  channel use and                                        Execution
                                                                 an extensive                                                 for better
                                    regular meetings
          channel                                              customer contact           management                       governance of
                                      to brainstorm
                                                                   strategy                                                marketing data
          mngmt                      about new ways


                                                                                                                                                           Create a full
      Measurement                    Enable a review           Enable real time                                                                             overview of
                                    of campaign plans          campaign reports           Measurement                      Enable real-time
                                                                                                                                                             marketing
       & reporting                   on a daily basis           and evaluations            & reporting                        reporting
                                                                                                                                                          financials and
                                                                                                                                                              spend




                                                                  Enabling tools & capabilities

      Integrate the use of one campaign management tool that can help align the right   Integrate the use of a tool that automates reporting capabilities for marketing
      resources to the right marketing activities                                       activities in general and campaigns in particular

                                                                                        Integrate the use of a tool that can integrate marketing data


                                                                                                                                                                              10
© 2012 Accenture & Avanade. All Rights Reserved.
Marketing Management Process


                Initiate                           Prepare   Execute           Evaluate


  • Initiate
        -    Collect ideas, campaign plan, budget
  • Prepare
        -    Analyze customer profiles, marketing lists for multiple waves and channels
        -    Marketing Content/Asset Management
        -    Plan marketing activities
  • Execute
        -    Deployment across channels
        -    Response management
  • Evaluate
        -    Marketing Dashboard




© 2012 Accenture & Avanade. All Rights Reserved.
Initiate                           Prepare   Execute   Evaluate




     PREPARE


© 2012 Accenture & Avanade. All Rights Reserved.
Initiate   Prepare   Execute   Evaluate




Marketing Programme Calendar




© 2012 Accenture & Avanade. All Rights Reserved.
Initiate   Prepare   Execute   Evaluate




Data Mining Visualization




© 2012 Accenture & Avanade. All Rights Reserved.
Initiate   Prepare   Execute   Evaluate




Data Mining Visualization




© 2012 Accenture & Avanade. All Rights Reserved.
Initiate   Prepare   Execute   Evaluate




Customer Segmentation demo




© 2012 Accenture & Avanade. All Rights Reserved.
Marketing with Microsoft CRM Idea eBook Campaign

• Concept: generate leads by giving away original content targeted at a specific
  audience (marketers who use Microsoft CRM)
• Content: 62 page eBook with 22 individual articles
• Goal: drive qualified leads for the ClickDimensions marketing solution
• Tools
   – Landing page linked to Microsoft CRM
   – Emails to known suspects
   – Promotion via social channels
   – Paid promotion via online advertising on Bing, Google, Facebook and
     LinkedIn




© 2012 Accenture & Avanade. All Rights Reserved.
Initiate                           Prepare   Execute   Evaluate




     PREPARE


© 2012 Accenture & Avanade. All Rights Reserved.
© 2012 Accenture & Avanade. All Rights Reserved.
© 2012 Accenture & Avanade. All Rights Reserved.
© 2012 Accenture & Avanade. All Rights Reserved.
© 2012 Accenture & Avanade. All Rights Reserved.
© 2012 Accenture & Avanade. All Rights Reserved.
© 2012 Accenture & Avanade. All Rights Reserved.
Initiate                           Prepare   Execute   Evaluate




     EXECUTE


© 2012 Accenture & Avanade. All Rights Reserved.
© 2012 Accenture & Avanade. All Rights Reserved.
© 2012 Accenture & Avanade. All Rights Reserved.
© 2012 Accenture & Avanade. All Rights Reserved.
© 2012 Accenture & Avanade. All Rights Reserved.
© 2012 Accenture & Avanade. All Rights Reserved.
© 2012 Accenture & Avanade. All Rights Reserved.
© 2012 Accenture & Avanade. All Rights Reserved.
Trackable, automated email
                                                   to prospect




          Internal notification email to
                   sales team


© 2012 Accenture & Avanade. All Rights Reserved.
© 2012 Accenture & Avanade. All Rights Reserved.
© 2012 Accenture & Avanade. All Rights Reserved.
© 2012 Accenture & Avanade. All Rights Reserved.
© 2012 Accenture & Avanade. All Rights Reserved.
Initiate                           Prepare   Execute   Evaluate




     EVALUATE


© 2012 Accenture & Avanade. All Rights Reserved.
© 2012 Accenture & Avanade. All Rights Reserved.
© 2012 Accenture & Avanade. All Rights Reserved.
© 2012 Accenture & Avanade. All Rights Reserved.
© 2012 Accenture & Avanade. All Rights Reserved.
© 2012 Accenture & Avanade. All Rights Reserved.
© 2012 Accenture & Avanade. All Rights Reserved.
© 2012 Accenture & Avanade. All Rights Reserved.
Thank You


                                                   More details on :


                                      www.avanade.com/crm



                                  www.clickdimensions.com

                           … and visit the Avanade booth!


© 2012 Accenture & Avanade. All Rights Reserved.

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HPMC12: Avanade - Multi-Channel Marketing Engine

  • 1. Multi-Channel Marketing Engine Create customer value in the multi-channel world © 2012 Accenture & Avanade. All Rights Reserved.
  • 2. Agenda • Trends in the Multi-Channel marketing world • Marketing maturity - Marketing Resource Management - Multi-Channel Campaign Management • The process and how it works in real-life: - Planning, initiating and executing campaigns - E-mail channel execution and response handling - Getting the insights and acting on them 2 © 2012 Accenture & Avanade. All Rights Reserved.
  • 3. Introduction Harness Accenture’s unparalleled industry insights and business process knowledge, Avanade’s extensive Microsoft technology integration experience, and Microsoft’s leadership in enterprise-ready technologies to power customer relationship management (CRM). Accenture and Avanade are recognized as Microsoft Global Ruben Overkemping Enterprise Partner of the Year for 2001, 2004, Solution Manager Microsoft CRM 2006, 2008, 2009 and 2010, 2011 ruben.overkemping@avanade.com Avanade was named http://nl.linkedin.com/in/rubenoverkemping 2011 Microsoft Dynamics CRM Solution Partner of the Year 3 © 2012 Accenture & Avanade. All Rights Reserved.
  • 4. Introduction ClickDimensions Email Marketing and Marketing Automation for Microsoft Dynamics CRM John Gravely Chief Executive Officer ClickDimensions John.gravely@clickdimensions.com http://www.linkedin.com/in/johngravely 4 © 2012 Accenture & Avanade. All Rights Reserved.
  • 5. Market trends Consumers are losing trust in traditional marketing and the media context is continuously changing: Customers need… Context changes… Channel Proliferation Right interaction To overcome decreasing Tremendous increase in Tailored and relevant effectiveness companies available technology, interactions/dialogue along need to… media and channels and the lifecycle increasing complexity of campaigns Right moment Digital shift Interact at moment of need; Shift to online & mobile be able to decide when to interaction and increased connect use of Social media efficiently leverage Customer buying available interaction Experience Right channel channels to engage Increasing importance of Control how to be reached customers in trusted „buying experience‟ apart across multiple channels relationships from the product/ service being bought 5 © 2012 Accenture & Avanade. All Rights Reserved.
  • 6. Marketing organizations need to develop the right capabilities in order to deal with these issues Marketing resource management (MRM) • The alignment of people, processes and technology to support marketing activities and improve marketing effectiveness Multi-channel campaign management (MCCM) • The process of creating, executing, and measuring marketing programs directed at specific audience segments 6 © 2012 Accenture & Avanade. All Rights Reserved.
  • 7. Stages of marketing maturity 7 © 2012 Accenture & Avanade. All Rights Reserved.
  • 8. The different stages of marketing resource management maturity Stage 1: Stage 2: Stage 3: Stage 4: Unconcernds Foundationals Challengers Leaders Personal Ad-hoc Marketing Campaign Corporate On the extreme end of the Subscription In an ad-hoc campaign spectrum, organizations can Lead model, field staff have even employ personal marketing Processing more control over campaigns capabilities to empower field In a corporate subscription targeted at local customers; staff to manage 1-to-1 model, central marketing With a lead processing field marketers can customer dialogs; field staff groups develop the model, corporate decision determine the target group, have complete control over campaign strategy and the makers identify the most the offer, and when the the entire communication materials, and handle likely prospects and “push” communication will run; stream fulfillment this information to the field Corporate resources provide for follow-up “templates” that help the field staff serve themselves Alerting Confirmation List management Dialogue management Dispositioning List approval Campaign configuration Offer recommendations Routing Tracking Tracking Contact management 8 © 2012 Accenture & Avanade. All Rights Reserved.
  • 9. The different stages of multi-channel campaign management maturity Stage 1: Stage 2: Stage 3: Stage 4: Unconcernds Foundationals Challengers Leaders One-to-one interaction One-to-one Contextual, dynamic and One-to-target group personalized One-to-one communication with One-to-many communication treatments offered at the Target-group specific emphasizing personalized right time; Creates ongoing, communication with more interactions and product Mass communication, with interactive customer directly suited information on offers with basic reporting many over-contacted and dialogue and ensures products or services and low and campaign process many not-contacted branded customer target list complexity workflow management customers and limited experience reporting Response rate: Response rate: Response rate: Response rate: ~1-2% ~4-5% ~20% ~25% Uptake rate: Uptake rate: Uptake rate: Uptake rate: 0.5 – 1% 1 – 2% 3 - 5% 10-20% 9 © 2012 Accenture & Avanade. All Rights Reserved.
  • 10. Roadmap: from ‘challengers’ to ‘leaders’ MCCM MRM Fully centralize Execution Enable campaign (marketing) Strategic Critically look at marketing efforts and planning on a remove redundancies management daily basis campaign direction decision making Enable advanced Fully empower Customer Ensure seamless analytics and Execution marketers with Streamline data flow analytics & throughout the segmentation management regard to marketing based on campaign activities planning data mngmt marketing lifecycle customer value processes Customer Enable advanced Enable the use of Create guidelines contact & channel use and Execution an extensive for better regular meetings channel customer contact management governance of to brainstorm strategy marketing data mngmt about new ways Create a full Measurement Enable a review Enable real time overview of of campaign plans campaign reports Measurement Enable real-time marketing & reporting on a daily basis and evaluations & reporting reporting financials and spend Enabling tools & capabilities Integrate the use of one campaign management tool that can help align the right Integrate the use of a tool that automates reporting capabilities for marketing resources to the right marketing activities activities in general and campaigns in particular Integrate the use of a tool that can integrate marketing data 10 © 2012 Accenture & Avanade. All Rights Reserved.
  • 11. Marketing Management Process Initiate Prepare Execute Evaluate • Initiate - Collect ideas, campaign plan, budget • Prepare - Analyze customer profiles, marketing lists for multiple waves and channels - Marketing Content/Asset Management - Plan marketing activities • Execute - Deployment across channels - Response management • Evaluate - Marketing Dashboard © 2012 Accenture & Avanade. All Rights Reserved.
  • 12. Initiate Prepare Execute Evaluate PREPARE © 2012 Accenture & Avanade. All Rights Reserved.
  • 13. Initiate Prepare Execute Evaluate Marketing Programme Calendar © 2012 Accenture & Avanade. All Rights Reserved.
  • 14. Initiate Prepare Execute Evaluate Data Mining Visualization © 2012 Accenture & Avanade. All Rights Reserved.
  • 15. Initiate Prepare Execute Evaluate Data Mining Visualization © 2012 Accenture & Avanade. All Rights Reserved.
  • 16. Initiate Prepare Execute Evaluate Customer Segmentation demo © 2012 Accenture & Avanade. All Rights Reserved.
  • 17. Marketing with Microsoft CRM Idea eBook Campaign • Concept: generate leads by giving away original content targeted at a specific audience (marketers who use Microsoft CRM) • Content: 62 page eBook with 22 individual articles • Goal: drive qualified leads for the ClickDimensions marketing solution • Tools – Landing page linked to Microsoft CRM – Emails to known suspects – Promotion via social channels – Paid promotion via online advertising on Bing, Google, Facebook and LinkedIn © 2012 Accenture & Avanade. All Rights Reserved.
  • 18. Initiate Prepare Execute Evaluate PREPARE © 2012 Accenture & Avanade. All Rights Reserved.
  • 19. © 2012 Accenture & Avanade. All Rights Reserved.
  • 20. © 2012 Accenture & Avanade. All Rights Reserved.
  • 21. © 2012 Accenture & Avanade. All Rights Reserved.
  • 22. © 2012 Accenture & Avanade. All Rights Reserved.
  • 23. © 2012 Accenture & Avanade. All Rights Reserved.
  • 24. © 2012 Accenture & Avanade. All Rights Reserved.
  • 25. Initiate Prepare Execute Evaluate EXECUTE © 2012 Accenture & Avanade. All Rights Reserved.
  • 26. © 2012 Accenture & Avanade. All Rights Reserved.
  • 27. © 2012 Accenture & Avanade. All Rights Reserved.
  • 28. © 2012 Accenture & Avanade. All Rights Reserved.
  • 29. © 2012 Accenture & Avanade. All Rights Reserved.
  • 30. © 2012 Accenture & Avanade. All Rights Reserved.
  • 31. © 2012 Accenture & Avanade. All Rights Reserved.
  • 32. © 2012 Accenture & Avanade. All Rights Reserved.
  • 33. Trackable, automated email to prospect Internal notification email to sales team © 2012 Accenture & Avanade. All Rights Reserved.
  • 34. © 2012 Accenture & Avanade. All Rights Reserved.
  • 35. © 2012 Accenture & Avanade. All Rights Reserved.
  • 36. © 2012 Accenture & Avanade. All Rights Reserved.
  • 37. © 2012 Accenture & Avanade. All Rights Reserved.
  • 38. Initiate Prepare Execute Evaluate EVALUATE © 2012 Accenture & Avanade. All Rights Reserved.
  • 39. © 2012 Accenture & Avanade. All Rights Reserved.
  • 40. © 2012 Accenture & Avanade. All Rights Reserved.
  • 41. © 2012 Accenture & Avanade. All Rights Reserved.
  • 42. © 2012 Accenture & Avanade. All Rights Reserved.
  • 43. © 2012 Accenture & Avanade. All Rights Reserved.
  • 44. © 2012 Accenture & Avanade. All Rights Reserved.
  • 45. © 2012 Accenture & Avanade. All Rights Reserved.
  • 46. Thank You More details on : www.avanade.com/crm www.clickdimensions.com … and visit the Avanade booth! © 2012 Accenture & Avanade. All Rights Reserved.