October 21, 2015
Mapping the Omnichannel Customer Journey
In Partnership with Forrester
Julie Ask
VP, Principal Analyst
Forrester
@JulieAsk
Gail Ennis
Chief Marketing Officer
FollowAnalytics
@FollowAnalytics
Speakers
House Keeping
Webinar will be
recorded and sent out.
Ask using the question box.
Questions will be addressed
in the last 10 minutes.
Participation is encouraged!
Have questions during the
webinar? Great!
1. Importance of Mobile
2. Challenges Marketers Face
3. Mobile Maturity Curve
4. Industry Best Practices
5. 3 Key Learnings
Agenda
© 2015 Forrester Research, Inc. Reproduction Prohibited ‹#›
It’s a fact: Mobile is big.
© 2015 Forrester Research, Inc. Reproduction Prohibited ‹#›
2 BILLION
Sources: Forrester Research Mobile And Smartphone Forecast, 2014 To 2019 (US)
© 2015 Forrester Research, Inc. Reproduction Prohibited ‹#›Sources: Forrester's US Consumer Technographics Behavioral Study, Q1 2015
53 HOURS
© 2015 Forrester Research, Inc. Reproduction Prohibited ‹#›Sources: Forrester's US Consumer Technographics Behavioral Study, July 2014 To September 2014
25 APPS
© 2015 Forrester Research, Inc. Reproduction Prohibited ‹#›
Mobile moments happen for many reasons
© 2015 Forrester Research, Inc. Reproduction Prohibited ‹#›
And in many ways
Push Notifications SMS Apps
Interactive Notifications
Mobile Web
In-App Notifications
© 2015 Forrester Research, Inc. Reproduction Prohibited ‹#›
150-200
© 2015 Forrester Research, Inc. Reproduction Prohibited ‹#›
These moments occur in many places …
Use the following devices to access the internet from:
Base: 61,222 US online adults (18+)
Source: Forrester’s North America Consumer Technographics® Online Benchmark Survey (Part 1), 2015
TabletSmartphone
65%
Living Room
60%
Bedroom
52%
Kitchen
47%
Bathroom
34%
Home Office
On-the-go
Locations
Home
Locations
Out-of-home
Location
63%
Outdoors
61%
In Stores
60%
Friend’s house
59%
Restaurant
48%
Work
30%
Other
29%
Library
25%
School
63%
In the Car
55%
Travel
43%
Daily Commute
40%
Public Transport
65%
Living Room
58%
Bedroom
40%
Kitchen
28%
Home Office
25%
Bathroom
27%
Friend’s house
21%
Restaurant
21%
Outdoors
19%
Work
16%
Library
14%
Other
13%
School
08%
In Stores
38%
Travel
15%
In the Car
12%
Public Transport
10%
Daily Commute
© 2015 Forrester Research, Inc. Reproduction Prohibited ‹#›
.. at each stage of the customer journey
© 2015 Forrester Research, Inc. Reproduction Prohibited ‹#›
Mobile moments come in 3 forms
Owned
Customer already
has a relationship
with the brand
Manufactured
Brand creates an
opportunity for
engagement
Borrowed
Brand infiltrates
(borrows) the
moments of another
brand
© 2013 Forrester Research, Inc. Reproduction Prohibited ‹#›
ENGAGE
USE BUY
EXPLORE
DISCOVER
ASK
30 billion
4%
forrester.com
Thank you
You have some work to do
forrester.com
Thank you
© 2015 Forrester Research, Inc. Reproduction Prohibited ‹#›
Business Disruption
<1%
Customer Experience
(CX) Transformation
14%
Mobile First
42%
Companies need to mature their approach
Shrink & Squeeze
44%
Squeeze experiences
designed for the PC
onto small screens.
Enhance physical
world experience with
mobile. Create net
new mobile services.
Win in your customers’
mobile moments.
Ethnographic research
and journey mapping
uncover consumer
needs on the go. Mobile
services proactively
engage consumers
based on their context.
Mobile disrupt
industries, businesses,
and business models –
not just digital
businesses
© 2015 Forrester Research, Inc. Reproduction Prohibited ‹#›
Companies fall short today on winning
customers’ mobile moments
› Port existing engagement strategies from direct mail and desktop
› Lose contextual insights in a portfolio of mobile point solutions
› Fail to plan across business units
© 2015 Forrester Research, Inc. Reproduction Prohibited ‹#›
Mobile marketing demands more
THEN
Customer segmentation
Targeting
Campaigns
Media schedules
Anytime
Business event
NOW
Individual customer
Engaging
Interactions
Customer moments
Right time
Customer event
Image source: eCommera (ecommera.com)
© 2015 Forrester Research, Inc. Reproduction Prohibited ‹#›
Companies need to change tactics
Online Mobile
Who to
target?
Customer Segment
Use CRM solutions to identify groups
of customers based on core
demographics and historical brand
interactions.
Individual
Use all brand interactions including mobile
behavior and real time context to send individual,
contextually relevant messages.
What
format
and
content?
Pre-fabricated messages sent
through pre-planned channels
Batch email, desktop ads, and direct
mail.
Personalized content through optimal touch
point
Dynamically optimized content and delivery
based on real-time context.
© 2015 Forrester Research, Inc. Reproduction Prohibited ‹#›
Companies need to change tactics
Online Mobile
When to
engage?
Triggered by an event the company
wants to notify the customer of:
A sale, etc.
Push-based communication triggered by an event
the consumer needs to know about
An overdue bill, a prescription, gate change, flash sale,
or customer proximity to a store.
Where to
engage?
Any location
Wherever the customer is when he uses
the internet, usually a stationary location
(home or work).
An explicit location
The ultimate location to reach the consumer is along his
daily path, including home, work, restaurant, in-store,
commute.
Why the
touch point
occurs?
Pre-fabricated messages sent through
pre-planned channels
Batch email, desktop ads, and direct mail.
Proactive interactions to serve the customer and the
business
Provide utility (in-the-moment value), help him
accomplish a task quickly, and anticipate his needs.
© 2015 Forrester Research, Inc. Reproduction Prohibited ‹#›
It will only get harder as mobile moments:
Shrink to micro
moments
Move beyond phones to
products and into the ether
Be dynamically assembled and
inserted into third party platforms
Disappear into
Virtual Agents
© 2015 Forrester Research, Inc. Reproduction Prohibited ‹#›
Follow these best practices
© 2015 Forrester Research, Inc. Reproduction Prohibited ‹#›
1. Focus on CX improvements
2. Set clear goals
3. Drive opt-in’s with app downloads
4. Develop your own best practices
5. Learn from vendors
© 2015 Forrester Research, Inc. Reproduction Prohibited ‹#›
1. Focus on CX improvements with the
IDEA framework
Start small
with a platform
to extend.
Analyze
results to monitor performance
and optimize outcomes.
Design
the mobile engagement.Engineer
your platforms, processes, and
people for mobile.
Identify
the mobile moments and context.
Source: The Mobile Mind Shift, Forrester Research
© 2015 Forrester Research, Inc. Reproduction Prohibited ‹#›
Begin with mapping customer journeys…
Customer journey
• What are customer’s
motivations?
• What does the customer
need?
• What is her context?
Mobile moments of truth Contextual opportunities
© 2015 Forrester Research, Inc. Reproduction Prohibited ‹#›
…to identify pain points
Customer Journey: Day of Travel
ContextMobile Moments of Truth
Check-in
Re-book (Irregular operations)
Enter TSA
- 2 hours
- 1 hour
- 30 minutes
• What are customer
motivations?
• What does the
customer need?
• What is their context?
© 2015 Forrester Research, Inc. Reproduction Prohibited ‹#›
… and use mobile to improve the experience
Customer Journey: Day of Travel (Irregular)
Check-in
Re-book
Notification
- 2 hours
- 1 hour
- 45 minutes
© 2015 Forrester Research, Inc. Reproduction Prohibited ‹#›
2. Set clear goals that benefit consumers
ENGAGE
USE BUY
EXPLORE
DISCOVER
ASK
Drive interest in
new products.
Notify customers of
a flash sale.
Remind customers to pick up a
prescription in-store.
Send customers a discount to
drive a sale.
Notify customers of a
new product.
Add service layer to products.
Remind customers to
refill a prescription.
Help customers get better
use of products.
Drive use of
loyalty rewards.
© 2015 Forrester Research, Inc. Reproduction Prohibited ‹#›
3. Drive opt-in’s with app download
› Communicate the benefits of opting in for push notifications either when the
consumer downloads the app or in a contextually relevant moment
1. Relevant reminders – flash sales, prescriptions ready, gate change
2. Limited frequency – only when the consumer needs info
› Ask permission to track location and explain how you will use that information
› Assure your customers that you will not misuse the privileges
© 2015 Forrester Research, Inc. Reproduction Prohibited ‹#›
4. Develop your own best practices
› Solutions or platform providers do offer phenomenal
toolkits and expertise.
› However, your business goals and your customers’
motivations and needs on the go may be unique.
› Use these platforms, but develop your own best practices
through dedicated team members and processes. In doing
so, you will gain competitive advantages over other brands.
© 2015 Forrester Research, Inc. Reproduction Prohibited ‹#›
5. Learn from vendors
› Choose vendors with relevant industry expertise
› Vendors have many customers and have seen billions of
mobile moments – tap into what they have learned
• Use templates included in the platforms
• Tap into their professional services
Who we are working with
Survey Learnings
191 (42%)
220 (49%)
37 (8%)
2 (0%) 1 (0%)
0
50
100
150
200
250
A lot more
successful
Somewhat
more
successful
Neutral/I'm
not sure
Somewhat
less
successful
A lot less
successful
Next generation of mobile apps emerging
If customer data from CRM, customer database could be
used to inform mobile campaigns, would they be more
successful?
What is the primary purpose of your mobile app?
451 companies. >500 employees. North America. Have at least 1 app.
171 (38%)
108 (24%)
53 (12%)
118 (26%)
1 (0%)
0
50
100
150
200
250
Improve
customer
service
Increase
revenue
Foster
customer
loyalty
Extend the
experience
from the web
Other
Key Learnings
0301 02
Leverage
Technology.
End Mobile
Silos.
Adopt a
Customer-First
Mindset.
1. Adopting customer-first mindset
• Companies are largely still
organized around products
• Get started with your best/most
loyal customers
• Build experiences, not
transactions
• Listen to the data
• Go fast: learn, fail fast, optimize
2. End mobile silo > plug into what you have
• Mobile CRM (user profile) is
critical and brings the context
• Connect to back-end customer
and CRM systems
• Personalize trigger-based mobile
campaigns
• Up-level the performance of
other marketing channels
Salesforce
Adobe
Microsoft
DMPs
Customer Data Systems
Connect mobile to your broader
marketing strategy to build
complete user profiles.
3. Leverage technology
Integrated
Mobile Marketing
Automation
Questions?
Julie Ask
+1 415.355.6002
jask@forrester.com
@JulieAsk
Gail Ennis
gail@followanalytics.com
@FollowAnalytics
Thank You

Mapping the Omnichannel Customer Journey: How to Engage People in a Mobile First World

  • 1.
    October 21, 2015 Mappingthe Omnichannel Customer Journey In Partnership with Forrester
  • 2.
    Julie Ask VP, PrincipalAnalyst Forrester @JulieAsk Gail Ennis Chief Marketing Officer FollowAnalytics @FollowAnalytics Speakers
  • 3.
    House Keeping Webinar willbe recorded and sent out. Ask using the question box. Questions will be addressed in the last 10 minutes. Participation is encouraged! Have questions during the webinar? Great!
  • 4.
    1. Importance ofMobile 2. Challenges Marketers Face 3. Mobile Maturity Curve 4. Industry Best Practices 5. 3 Key Learnings Agenda
  • 5.
    © 2015 ForresterResearch, Inc. Reproduction Prohibited ‹#› It’s a fact: Mobile is big.
  • 6.
    © 2015 ForresterResearch, Inc. Reproduction Prohibited ‹#› 2 BILLION Sources: Forrester Research Mobile And Smartphone Forecast, 2014 To 2019 (US)
  • 7.
    © 2015 ForresterResearch, Inc. Reproduction Prohibited ‹#›Sources: Forrester's US Consumer Technographics Behavioral Study, Q1 2015 53 HOURS
  • 8.
    © 2015 ForresterResearch, Inc. Reproduction Prohibited ‹#›Sources: Forrester's US Consumer Technographics Behavioral Study, July 2014 To September 2014 25 APPS
  • 9.
    © 2015 ForresterResearch, Inc. Reproduction Prohibited ‹#› Mobile moments happen for many reasons
  • 10.
    © 2015 ForresterResearch, Inc. Reproduction Prohibited ‹#› And in many ways Push Notifications SMS Apps Interactive Notifications Mobile Web In-App Notifications
  • 11.
    © 2015 ForresterResearch, Inc. Reproduction Prohibited ‹#› 150-200
  • 12.
    © 2015 ForresterResearch, Inc. Reproduction Prohibited ‹#› These moments occur in many places … Use the following devices to access the internet from: Base: 61,222 US online adults (18+) Source: Forrester’s North America Consumer Technographics® Online Benchmark Survey (Part 1), 2015 TabletSmartphone 65% Living Room 60% Bedroom 52% Kitchen 47% Bathroom 34% Home Office On-the-go Locations Home Locations Out-of-home Location 63% Outdoors 61% In Stores 60% Friend’s house 59% Restaurant 48% Work 30% Other 29% Library 25% School 63% In the Car 55% Travel 43% Daily Commute 40% Public Transport 65% Living Room 58% Bedroom 40% Kitchen 28% Home Office 25% Bathroom 27% Friend’s house 21% Restaurant 21% Outdoors 19% Work 16% Library 14% Other 13% School 08% In Stores 38% Travel 15% In the Car 12% Public Transport 10% Daily Commute
  • 13.
    © 2015 ForresterResearch, Inc. Reproduction Prohibited ‹#› .. at each stage of the customer journey
  • 14.
    © 2015 ForresterResearch, Inc. Reproduction Prohibited ‹#› Mobile moments come in 3 forms Owned Customer already has a relationship with the brand Manufactured Brand creates an opportunity for engagement Borrowed Brand infiltrates (borrows) the moments of another brand
  • 15.
    © 2013 ForresterResearch, Inc. Reproduction Prohibited ‹#› ENGAGE USE BUY EXPLORE DISCOVER ASK 30 billion
  • 16.
  • 17.
  • 18.
  • 19.
    © 2015 ForresterResearch, Inc. Reproduction Prohibited ‹#› Business Disruption <1% Customer Experience (CX) Transformation 14% Mobile First 42% Companies need to mature their approach Shrink & Squeeze 44% Squeeze experiences designed for the PC onto small screens. Enhance physical world experience with mobile. Create net new mobile services. Win in your customers’ mobile moments. Ethnographic research and journey mapping uncover consumer needs on the go. Mobile services proactively engage consumers based on their context. Mobile disrupt industries, businesses, and business models – not just digital businesses
  • 20.
    © 2015 ForresterResearch, Inc. Reproduction Prohibited ‹#› Companies fall short today on winning customers’ mobile moments › Port existing engagement strategies from direct mail and desktop › Lose contextual insights in a portfolio of mobile point solutions › Fail to plan across business units
  • 21.
    © 2015 ForresterResearch, Inc. Reproduction Prohibited ‹#› Mobile marketing demands more THEN Customer segmentation Targeting Campaigns Media schedules Anytime Business event NOW Individual customer Engaging Interactions Customer moments Right time Customer event Image source: eCommera (ecommera.com)
  • 22.
    © 2015 ForresterResearch, Inc. Reproduction Prohibited ‹#› Companies need to change tactics Online Mobile Who to target? Customer Segment Use CRM solutions to identify groups of customers based on core demographics and historical brand interactions. Individual Use all brand interactions including mobile behavior and real time context to send individual, contextually relevant messages. What format and content? Pre-fabricated messages sent through pre-planned channels Batch email, desktop ads, and direct mail. Personalized content through optimal touch point Dynamically optimized content and delivery based on real-time context.
  • 23.
    © 2015 ForresterResearch, Inc. Reproduction Prohibited ‹#› Companies need to change tactics Online Mobile When to engage? Triggered by an event the company wants to notify the customer of: A sale, etc. Push-based communication triggered by an event the consumer needs to know about An overdue bill, a prescription, gate change, flash sale, or customer proximity to a store. Where to engage? Any location Wherever the customer is when he uses the internet, usually a stationary location (home or work). An explicit location The ultimate location to reach the consumer is along his daily path, including home, work, restaurant, in-store, commute. Why the touch point occurs? Pre-fabricated messages sent through pre-planned channels Batch email, desktop ads, and direct mail. Proactive interactions to serve the customer and the business Provide utility (in-the-moment value), help him accomplish a task quickly, and anticipate his needs.
  • 24.
    © 2015 ForresterResearch, Inc. Reproduction Prohibited ‹#› It will only get harder as mobile moments: Shrink to micro moments Move beyond phones to products and into the ether Be dynamically assembled and inserted into third party platforms Disappear into Virtual Agents
  • 25.
    © 2015 ForresterResearch, Inc. Reproduction Prohibited ‹#› Follow these best practices
  • 26.
    © 2015 ForresterResearch, Inc. Reproduction Prohibited ‹#› 1. Focus on CX improvements 2. Set clear goals 3. Drive opt-in’s with app downloads 4. Develop your own best practices 5. Learn from vendors
  • 27.
    © 2015 ForresterResearch, Inc. Reproduction Prohibited ‹#› 1. Focus on CX improvements with the IDEA framework Start small with a platform to extend. Analyze results to monitor performance and optimize outcomes. Design the mobile engagement.Engineer your platforms, processes, and people for mobile. Identify the mobile moments and context. Source: The Mobile Mind Shift, Forrester Research
  • 28.
    © 2015 ForresterResearch, Inc. Reproduction Prohibited ‹#› Begin with mapping customer journeys… Customer journey • What are customer’s motivations? • What does the customer need? • What is her context? Mobile moments of truth Contextual opportunities
  • 29.
    © 2015 ForresterResearch, Inc. Reproduction Prohibited ‹#› …to identify pain points Customer Journey: Day of Travel ContextMobile Moments of Truth Check-in Re-book (Irregular operations) Enter TSA - 2 hours - 1 hour - 30 minutes • What are customer motivations? • What does the customer need? • What is their context?
  • 30.
    © 2015 ForresterResearch, Inc. Reproduction Prohibited ‹#› … and use mobile to improve the experience Customer Journey: Day of Travel (Irregular) Check-in Re-book Notification - 2 hours - 1 hour - 45 minutes
  • 31.
    © 2015 ForresterResearch, Inc. Reproduction Prohibited ‹#› 2. Set clear goals that benefit consumers ENGAGE USE BUY EXPLORE DISCOVER ASK Drive interest in new products. Notify customers of a flash sale. Remind customers to pick up a prescription in-store. Send customers a discount to drive a sale. Notify customers of a new product. Add service layer to products. Remind customers to refill a prescription. Help customers get better use of products. Drive use of loyalty rewards.
  • 32.
    © 2015 ForresterResearch, Inc. Reproduction Prohibited ‹#› 3. Drive opt-in’s with app download › Communicate the benefits of opting in for push notifications either when the consumer downloads the app or in a contextually relevant moment 1. Relevant reminders – flash sales, prescriptions ready, gate change 2. Limited frequency – only when the consumer needs info › Ask permission to track location and explain how you will use that information › Assure your customers that you will not misuse the privileges
  • 33.
    © 2015 ForresterResearch, Inc. Reproduction Prohibited ‹#› 4. Develop your own best practices › Solutions or platform providers do offer phenomenal toolkits and expertise. › However, your business goals and your customers’ motivations and needs on the go may be unique. › Use these platforms, but develop your own best practices through dedicated team members and processes. In doing so, you will gain competitive advantages over other brands.
  • 34.
    © 2015 ForresterResearch, Inc. Reproduction Prohibited ‹#› 5. Learn from vendors › Choose vendors with relevant industry expertise › Vendors have many customers and have seen billions of mobile moments – tap into what they have learned • Use templates included in the platforms • Tap into their professional services
  • 35.
    Who we areworking with
  • 36.
    Survey Learnings 191 (42%) 220(49%) 37 (8%) 2 (0%) 1 (0%) 0 50 100 150 200 250 A lot more successful Somewhat more successful Neutral/I'm not sure Somewhat less successful A lot less successful Next generation of mobile apps emerging If customer data from CRM, customer database could be used to inform mobile campaigns, would they be more successful? What is the primary purpose of your mobile app? 451 companies. >500 employees. North America. Have at least 1 app. 171 (38%) 108 (24%) 53 (12%) 118 (26%) 1 (0%) 0 50 100 150 200 250 Improve customer service Increase revenue Foster customer loyalty Extend the experience from the web Other
  • 37.
    Key Learnings 0301 02 Leverage Technology. EndMobile Silos. Adopt a Customer-First Mindset.
  • 38.
    1. Adopting customer-firstmindset • Companies are largely still organized around products • Get started with your best/most loyal customers • Build experiences, not transactions • Listen to the data • Go fast: learn, fail fast, optimize
  • 39.
    2. End mobilesilo > plug into what you have • Mobile CRM (user profile) is critical and brings the context • Connect to back-end customer and CRM systems • Personalize trigger-based mobile campaigns • Up-level the performance of other marketing channels Salesforce Adobe Microsoft DMPs Customer Data Systems Connect mobile to your broader marketing strategy to build complete user profiles.
  • 40.
  • 41.
  • 42.
    Julie Ask +1 415.355.6002 jask@forrester.com @JulieAsk GailEnnis gail@followanalytics.com @FollowAnalytics Thank You

Editor's Notes

  • #7 \
  • #18 www.telegraph.co.uk
  • #27 Image source: Silicon Angle (siliconangle.com)