The document discusses data collection, data management, and market segmentation for a golf resort company. For data collection, it describes implementing incentives and training for employees to collect robust customer contact data. For data management, it involves cleaning databases and creating an interface between systems. For market segmentation, it plans to survey customers to understand behaviors and needs to group them into useful segments.
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The D&B U.S. Economic Health Tracker showed dogged improvement in April 2014. Small business health stabilized after a number months of decline. Although wintry weather took its toll in the Northeast and Midwest earlier in the year, small businesses continue to demonstrate strong on-time bill and credit-card payments. Meanwhile, an estimated 208,000 new jobs were created, driven by strong gains in the retail and manufacturing segments. Finally, the U.S. Business Health Index strengthened yet again in April, registering a 53.7-percent index value, the highest recorded level since the index began in December 2010. U.S. businesses show sustained balance sheet and financial health, based on the weighted average of D&B’s Viability Rating, Delinquency Predictor, and Total Loss Predictor. Overall, the American economic recovery remains a choppy one, albeit with signs of hope in specific sectors.
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- "How can I start with some quick wins that actually deliver?"
- "How do successful businesses actually bring data together, using it to deliver positive results?"
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- "How can I start with some quick wins that actually deliver?"
- "How do successful businesses actually bring data together, using it to deliver positive results?"
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Dan McGaw, Director of Marketing KISSmetrics @danielmcgaw
Puja Ramani, Director of Product Management & Analytics Gainsight @pramani #customersuccess #KISSwebinar
1 The Case for User Analytics, 2 Making User Analytics Actionable, 3 Realizing ROI
We Have Entered The Age Of The Customer
Customer data is everywhere
Welcome to our world of Customer Analytics.
How it works (it’s simple and powerful)
Your customer is at the heart of KISSmetrics
How effective is my signup process?
“You can’t maximize your revenue and profit unless you are tracking the lifetime value of each of your customers. And that’s what KISSmetrics does better than anyone else.” !! — Thomas (Zappos).
Which of my marketing channels has the highest ROI?
What do my customers do before they sign up?
Are customers coming back on a regular basis?
Making User Analytics Actionable
We all know a data driven world is inevitability
We track everything from our health to our homes to our children
We have more data about our customers than ever before
So what’s stopping us?
38% of companies are not able to communicate and interpret customer analytics results.
54% can’t integrate and manage all their data sources.
The four pillar approach is your roadmap to ROI
People Objective Strategy Technology
So what can you do?
Data Science Alert Rules and Playbooks Confirm Intuition
Blend with other data sources to discover insights
Score customer health using usage data
Have one view of all your customers
Fire off tasks or outreach based on usage
Take action on early warnings and manage each event
Consistently collaborate to keep customer relationships healthy
Who’s getting ROI from usage data?
Reduce Churn
THANK YOU
Dan McGaw, Director of Marketing KISSmetrics @danielmcgaw
Puja Ramani, Director of Product Management & Analytics Gainsight @pramani
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[Notes] Customer 360 Analytics with LEO CDPTrieu Nguyen
Part 1: Why should every business need to deploy a CDP ?
1. Big data is the reality of business today
2. What are technologies to manage customer data ?
3. The rise of first-party data and new technologies for Digital Marketing
4. How to apply USPA mindset to build your CDP for data-driven business
Part 2: How to use LEO CDP for your business
1. Core functions of LEO CDP for marketers and IT managers
2. Data Unification for Customer 360 Analytics
3. Data Segmentation
4. Customer Personalization
5. Customer Data Activation
Part 3: Case study in O2O Retail and Ecommerce
1. How to build customer journey map for ecommerce and retail
2. How to do customer analytics to find ideal customer profiles
The ideal customer profile in a B2B context
The ideal customer profile in a B2C context
3. Manage product catalog for customer personalization
4. Monitoring Data of Customer Experience (CX Analytics)
CX Data Flow
CX Rating plugin is embedded in the website, to collect feedback data
An overview of CX Report
A CX Report in a customer profile
5. Monitoring data with real-time event tracking reports
Event Data Flow
Summary Event Data Report
Event Data Report in a Customer Profile
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1. Technical architecture
2. Server infrastructure
3. Setup middlewares: Nginx, ArangoDB, Redis, Java and Python
Network requirements
Software requirements for new server
ArangoDB
Nginx Proxy
SSL for Nginx Server
Java 8 JVM
Redis
Install Notes for Linux Server
Clone binary code for new server
Set DNS hosts for LEO CDP workers
4. Setup data for testing and system verification
Part 5: Summary all key ideas
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Big Data & Analytics 101: How Customer Lifetime Value Enhances Predictive Mar...
Report based on STAR Model
1. Report based on STAR Model
Situation
Task
Action
Result
Data Collection
Database Management
Market Segmentation
2. Data Collection
Situation:
Situation: Raw data collected over the years, result of a haphazard manner of
collecting data over the years, impacted NAVIS health, made no relation between
TEG & NAVIS as per DATA coordination, no possibility of using the data of our
customers for any substantial profit.
Lack of training of our employees or employees not told the right way of
collecting data when NAVIS and TEG came into work.
No reward system for allowing us to track our customer’s data collection habits
3. Data Collection
Task:
Parameter: A customer should have at least two modes of contact. Precisely phone
number and email address!
Well here, involving perks, incentives or gift coupons for data collectors and also
our customers shall ease the process of collecting the required data or even more.
Modulated opening lines and tone need to be worked on when talking to our
customers.
4. Data Collection
Action:
Timeout after one minute and making it mandatory for each user to login under
their name
Allows us to report on each user how good of a job they are doing collecting
contact data
Incentivizing employees
Report making by every employee on each golf course where pro-shop is.
The report shall entail at least two modes of contact of our customers at
booking, precisely their phone number and email address.
Every manager at the pro shops will be responsible for employees under him
for specific collection of data
Periodic meetings of these managers with Jon and Bill shall acknowledge the
data collection report before the data is uploaded in NAVIS for marketing and
branding purposes
5. Data Collection
Action contd. (Data Capture Report Example)
07/28/2015 David Yskes (231) 679-6121 Ext. 07/28/2015
Male
07/28/2015 Mary Straley 07/28/2015
straleymary@gmail.com Male 34110
07/28/2015 Elizabeth Johnston (260) 625-3246 Ext. 07/28/2015
Male 46814
07/29/2015 Wayne Sall 07/29/2015
Male
07/29/2015 Dominic ortiz (219) 688-2768 Ext. 07/29/2015
N/A
07/29/2015 Bob Vanderploeg 07/29/2015
Male
07/31/2015 David Krouse 07/31/2015
Male
07/31/2015 Klaus Wenger 07/31/2015
Male
07/31/2015 Rich Vanderslick 07/31/2015
richslik@yahoo.com (269) 330-6168 Ext. Male 49080
18 3 0 0 10 0 18 0 3
100% 16.67% 55.56% 16.67%
Names Email Phone Zip Code
6. Data Collection
Action contd.:
Prompt users to choose a contact before running a transaction
Allows our employees to do a better job collecting data on customer’s
behavioral data
Implementing point system
Incentivizes our customers to give us their info on a per transaction basis
When a new full time employee or an intern joins in, he/she needs to be trained
keeping in mind that this data collection process is an integral part of our system
and that’s the only way.
Perks and gift coupons for an employee should be associated with that time frame
when pro shop sales are made: this will make our employees work on inventory
sales!
7. Data Collection
Result:
Just the good data (at least two modes of contact) in NAVIS & TEG
More robust and accurate data on each customer
Increases marketing capabilities by allowing us to put customers into segments
based of their behavior data
Rounds played
Dollars spent
8. Data Collection
Future:
Data Collection is a part of our system, culture
Swipe cards
Point system/Reward Program
Incentivizes customers to give us their info in exchange for a program that will return them points
when they spend money with us. The points will go towards a reward or prize.
Swipe cards
For Villa Guests
Possibly for all customer who would like to join the reward program
9. Data Management
Situation:
Unclean data in TEG and NAVIS
There is no clear interface between NAVIS and TEG, making the databases
separate and unrelated entities.
There is no clear “MASTER” database where we can find all the information
needed to create lists/segments.
10. Data Management
Task:
Maintaining clean data that is useful for our marketing and branding tasks.
The data collection procedure needs to be in a specific clean format. This will
ensure proper import and export of data to and from TEG to and from NAVIS.
Creating an interface between TEG and NAVIS to insure we do not miss any data
and that all customer data can be found in one location (NAVIS).
11. Data Management
Action:
Removing bad data from TEG and NAVIS
NAVIS cost approx. $625 and TEG cost approx. $300
Clean data before importing based on the cleaning policy (each contact must have
at least 2 modes of contact)
Importing and Exporting data on monthly basis from TEG to NAVIS and NAVIS
to TEG
Once in NAVIS, we can create lists based off the behavioral data
Example
If rounds played is between 6 and 10
And if $ spent on golf is between $400 and $700
And if Gender = Male
And if location is within 40 miles
12. Data Management
Result:
Clean databases which share the same information
When we’ll have data as good as aspired, we can think of possible opportunities to
make as much revenue as possible.
There are multiple ways to reach out to our customers for marketing and branding
purposes when we have their information on us. This will be a boost for the new
golf course coming up!
14. Market Segmentation
Situation:
We don’t know our customers well enough. We need to know their behavior
patterns, their functional and emotional needs, what they want from a golf resort
and why they want it.
We don’t have enough data on our customers to begin, so we are unable to put
them into segments.
We currently, ‘blast’ our customers without a sense of purpose or target
15. Market Segmentation
Task:
We should be able to have a one on one personal connection with each of our
customers
We need to retain our customers
We need to build a new customer base
Understand our most important customers, how much they spend and what they
want from a golf resort.
16. Market Segmentation
Action:
We are working with Jeff on market segmentation, brand architecture and
marketing of our six golf courses.
Implement a survey that collects the data based on our expectations and desired
outcomes.
First survey is to collect personal details on our customers and put our customers
in our designed demographics.
Asks specific questions based on the demographic profiles that we have created.
We will run tests to groups of 100 before sending out to the entire database
Second survey is to understand the functional and emotional needs of our
customers deeper and get to know the ranges of the properties exhibited by them.
Survey will ask more specific questions that help us understand our demographics on a deeper
level.
17. Market Segmentation
Result:
We will know:
Top two or three segments responsible for maximum revenues
We get a full understanding of the personnel details (age, income, gender, etc.) of our
demographics.
Needs and wants of demographics
Customer expectations
We will be able to use these segments going forward as an organization
18. Market Segmentation
Future:
Using the information we collect on a daily basis in the pro shops, villa office and
restaurant to place people into segments.
This will give us more flexibility and allow us to dynamically segment our customers
without them filling out a survey or questionnaire.
Automatically send out survey to new customers and periodically collecting the
answers to keep our segments up to date and dynamic as possible.