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Joel Rubinson, President and Founder
  Rubinson Partners, Inc.
  Jan 23, 2012




Joel@rubinsonpartners.com
Twitter: @joelrubinson
Also on linkedin, facebook, google+
                                         copyright 2012, Rubinson Partners.
                                          may be referenced with attribution   1
   All of the executives are meeting in the boardroom on
    the 27th floor
   It is the CMO’s turn to discuss her mandates for 2012
    for which she must catalyze and align the whole
    organization
   She speaks…




                                              copyright 2012, Rubinson Partners.
                                               may be referenced with attribution   2
One:
We must
understand
the mobile
shopper
        copyright 2012, Rubinson Partners.
         may be referenced with attribution   3
   “System beater”, always expecting price matching and
    waiting to load up for when her favorite brand is on
    sale.
   “Just in time shopper”, knowing they don’t have to
    make a decision until point of purchase as there will
    be check-in offers, deals, and information can be
    searched for about any new product they find.
   Looking for simplification and will accept nothing less.
    Expect deals to be electronically put into their
    frequent shopper profile and for them to pay with the
    mobile wallet.
   User of smart phones, and increasingly their
    tablets, for shopping from living room to store.


                                                copyright 2012, Rubinson Partners.
                                                 may be referenced with attribution   4
Factoids:

• By 2015, people will access the internet more from smart phones
  and tablets than from computers
• Many retailers want to take that tap-and-swipe addiction into the
  store itself. 28% are (already) testing devices at retail, and 31%
  more will begin testing in 2012.




                                               copyright 2012, Rubinson Partners.
                                                may be referenced with attribution   5
Two:
Surveys are not
enough; we need
to create big data
insights
            copyright 2012, Rubinson Partners.
             may be referenced with attribution   6
   Insights do not just come from traditional research
    methods, they now come from many places that must be
    brought together:
    ◦   Social media
    ◦   Customer service comments
    ◦   Shopper data
    ◦   Customer records
    ◦   Digital behaviors that can be extracted via web analytics

    ◦ In other words, they come from    big data
   When insights come from digital and customer
    streams, they merge into real time marketing action…the
    “what” becomes the “so what”
   We need a head of insights who gets this and who can
    direct analytics efforts against any data set that can be
    cracked open or merged with other data to produce
    insights

                                                               copyright 2012, Rubinson Partners.
                                                                may be referenced with attribution   7
   As Frank Cotignola progressive researcher says,


        “I see the advent of the concept of "big data" (especially with
      respect to text analytics and insights derived from unstructured
    data) to be the driving force in understanding changes in consumer
        behavior. "Big data" will sit at the center of the intersection of
    technology and consumer behavior. It has become not only a driver
         in understanding (and better meeting) that behavior, but in
       recognizing the technological changes necessary to allow such
                                   behavior”.




                                                           copyright 2012, Rubinson Partners.
                                                            may be referenced with attribution   8
Three:
                   Graphic: barilliance.com




I want us to start
media buys with
behaviors not
demographics
            copyright 2012, Rubinson Partners.
             may be referenced with attribution   9
   With digital we now have the ability to serve
    advertising to those who are seeking information
    about the kinds of stuff we sell. We can find people
    with such persistent interests.
   We can work with retailers to drive shoppers to their
    stores and our products with inspired mobile
    marketing.
   We can use social media to target advertising to those
    who are influencers about the solutions we offer and
    the values we celebrate.
   I want to start my budgets and marketing plans
    buying as much of these media as possible.




                                               copyright 2012, Rubinson Partners.
                                                may be referenced with attribution   10
   Even TV will become fully digital and offer addressable
    marketing opportunities. This is why it is the next
    battleground for Apple, Google, and Microsoft.

   Says Bruce Goerlich, the Chief Research Officer at Rentrak
    a leader at providing settop box data:

    “TV is the next digital battleground in terms of the platform (where and
     when content is delivered) and monetization (how is content paid for
       on each platform, what is the share paid for by the owners of the
        platform (distributors), consumer indirect (subscription fees for
       broadscale content delivery) and the consumer (direct purchase)”




                                                         copyright 2012, Rubinson Partners.
                                                          may be referenced with attribution   11
Four:
I want my
brands to be
everywhere
        copyright 2012, Rubinson Partners.
         may be referenced with attribution   12
   In a digital age, McKinsey found that 2/3rds of
    touchpoints during formation of brand consideration
    are pulled by consumers
   Unilever believes that by 2015, 40% of impressions
    will be owned or earned, not paid for…
   We need to be first in seeking and first in finding.




                                              copyright 2012, Rubinson Partners.
                                               may be referenced with attribution   13
copyright 2012, Rubinson Partners.
 may be referenced with attribution   14
Five:
We will create a
whole new set of

and ROI approaches
for a digital age
           copyright 2012, Rubinson Partners.
            may be referenced with attribution   15
   We can’t succeed in a digital age if we aren’t
    measuring brands against a complete picture of what
    success looks like. And the traditional trackers do
    not, by themselves give this to us.
   We need metrics for success at digital and social.
   We need to measure the ROI of our marketing efforts
    in a way that works for digital, social, and mobile. We
    don’t have it yet and we can’t heavily invest until we
    do.
   In digital, things we track are both the result of good
    marketing and part of good marketing. They are both
    cause and effect.




                                               copyright 2012, Rubinson Partners.
                                                may be referenced with attribution   16
Six:
We will reward
true innovation
more than line
extensions
         copyright 2012, Rubinson Partners.
          may be referenced with attribution   17
   We used to think that innovation was captured by
    uniqueness scores in concept tests. Boy, how wrong
    we were!
   Innovation is based on finding unmet needs for
    situations that people find themselves in. Innovation
    is about behavior…situations and choices we
    make, not product category definitions and line
    extensions.
   I need a new approach to innovation that “thinks this
    way, end to end”.




                                              copyright 2012, Rubinson Partners.
                                               may be referenced with attribution   18
Joel@rubinsonpartners.com
   Twitter: @joelrubinson
   Also on linkedin, facebook, google+



For a sampling of our assignments, please
see the next slide…


                                         copyright 2012, Rubinson Partners.
                                          may be referenced with attribution   19
   Consultancy was founded in 2010 by the former Chief
        Research Officer at the Advertising Research Foundation.
       Sampling of assignments:
        ◦   For ShareThis, led one of the largest analyses of social media sharing behavior
            ever conducted, showing advertisers how to leverage sharing behavior. See
            presentation ” Share is more than fans, friends and followers”

        ◦   For a leading CPG, designed and managed one of the largest and most
            comprehensive digital sensing and listening platforms ever created

        ◦   For Appnation, created the first comprehensive summary of the “app-economy”
            focusing on smart phones and tablets

        ◦   Helped to create a way of passively determining digital display ad effectiveness
            for Moat

        ◦   In partnership with InsightsNow, Inc. RPI is creating a next generation system for
            innovation called BehaviorLens ™

        ◦   For a major marketer, helping to shape a new approach to digital media
            measurement and ROI assessment Conducted numerous workshops on shopper
            insights and shopper marketing
Joel@rubinsonpartners.com
Twitter: @joelrubinson
Also on linkedin, facebook, google+                                         copyright 2012, Rubinson Partners.
                                                                             may be referenced with attribution   20

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CMO Discusses Mobile Shopper Insights and Digital Marketing Strategies

  • 1. Joel Rubinson, President and Founder Rubinson Partners, Inc. Jan 23, 2012 Joel@rubinsonpartners.com Twitter: @joelrubinson Also on linkedin, facebook, google+ copyright 2012, Rubinson Partners. may be referenced with attribution 1
  • 2. All of the executives are meeting in the boardroom on the 27th floor  It is the CMO’s turn to discuss her mandates for 2012 for which she must catalyze and align the whole organization  She speaks… copyright 2012, Rubinson Partners. may be referenced with attribution 2
  • 3. One: We must understand the mobile shopper copyright 2012, Rubinson Partners. may be referenced with attribution 3
  • 4. “System beater”, always expecting price matching and waiting to load up for when her favorite brand is on sale.  “Just in time shopper”, knowing they don’t have to make a decision until point of purchase as there will be check-in offers, deals, and information can be searched for about any new product they find.  Looking for simplification and will accept nothing less. Expect deals to be electronically put into their frequent shopper profile and for them to pay with the mobile wallet.  User of smart phones, and increasingly their tablets, for shopping from living room to store. copyright 2012, Rubinson Partners. may be referenced with attribution 4
  • 5. Factoids: • By 2015, people will access the internet more from smart phones and tablets than from computers • Many retailers want to take that tap-and-swipe addiction into the store itself. 28% are (already) testing devices at retail, and 31% more will begin testing in 2012. copyright 2012, Rubinson Partners. may be referenced with attribution 5
  • 6. Two: Surveys are not enough; we need to create big data insights copyright 2012, Rubinson Partners. may be referenced with attribution 6
  • 7. Insights do not just come from traditional research methods, they now come from many places that must be brought together: ◦ Social media ◦ Customer service comments ◦ Shopper data ◦ Customer records ◦ Digital behaviors that can be extracted via web analytics ◦ In other words, they come from big data  When insights come from digital and customer streams, they merge into real time marketing action…the “what” becomes the “so what”  We need a head of insights who gets this and who can direct analytics efforts against any data set that can be cracked open or merged with other data to produce insights copyright 2012, Rubinson Partners. may be referenced with attribution 7
  • 8. As Frank Cotignola progressive researcher says, “I see the advent of the concept of "big data" (especially with respect to text analytics and insights derived from unstructured data) to be the driving force in understanding changes in consumer behavior. "Big data" will sit at the center of the intersection of technology and consumer behavior. It has become not only a driver in understanding (and better meeting) that behavior, but in recognizing the technological changes necessary to allow such behavior”. copyright 2012, Rubinson Partners. may be referenced with attribution 8
  • 9. Three: Graphic: barilliance.com I want us to start media buys with behaviors not demographics copyright 2012, Rubinson Partners. may be referenced with attribution 9
  • 10. With digital we now have the ability to serve advertising to those who are seeking information about the kinds of stuff we sell. We can find people with such persistent interests.  We can work with retailers to drive shoppers to their stores and our products with inspired mobile marketing.  We can use social media to target advertising to those who are influencers about the solutions we offer and the values we celebrate.  I want to start my budgets and marketing plans buying as much of these media as possible. copyright 2012, Rubinson Partners. may be referenced with attribution 10
  • 11. Even TV will become fully digital and offer addressable marketing opportunities. This is why it is the next battleground for Apple, Google, and Microsoft.  Says Bruce Goerlich, the Chief Research Officer at Rentrak a leader at providing settop box data: “TV is the next digital battleground in terms of the platform (where and when content is delivered) and monetization (how is content paid for on each platform, what is the share paid for by the owners of the platform (distributors), consumer indirect (subscription fees for broadscale content delivery) and the consumer (direct purchase)” copyright 2012, Rubinson Partners. may be referenced with attribution 11
  • 12. Four: I want my brands to be everywhere copyright 2012, Rubinson Partners. may be referenced with attribution 12
  • 13. In a digital age, McKinsey found that 2/3rds of touchpoints during formation of brand consideration are pulled by consumers  Unilever believes that by 2015, 40% of impressions will be owned or earned, not paid for…  We need to be first in seeking and first in finding. copyright 2012, Rubinson Partners. may be referenced with attribution 13
  • 14. copyright 2012, Rubinson Partners. may be referenced with attribution 14
  • 15. Five: We will create a whole new set of and ROI approaches for a digital age copyright 2012, Rubinson Partners. may be referenced with attribution 15
  • 16. We can’t succeed in a digital age if we aren’t measuring brands against a complete picture of what success looks like. And the traditional trackers do not, by themselves give this to us.  We need metrics for success at digital and social.  We need to measure the ROI of our marketing efforts in a way that works for digital, social, and mobile. We don’t have it yet and we can’t heavily invest until we do.  In digital, things we track are both the result of good marketing and part of good marketing. They are both cause and effect. copyright 2012, Rubinson Partners. may be referenced with attribution 16
  • 17. Six: We will reward true innovation more than line extensions copyright 2012, Rubinson Partners. may be referenced with attribution 17
  • 18. We used to think that innovation was captured by uniqueness scores in concept tests. Boy, how wrong we were!  Innovation is based on finding unmet needs for situations that people find themselves in. Innovation is about behavior…situations and choices we make, not product category definitions and line extensions.  I need a new approach to innovation that “thinks this way, end to end”. copyright 2012, Rubinson Partners. may be referenced with attribution 18
  • 19. Joel@rubinsonpartners.com Twitter: @joelrubinson Also on linkedin, facebook, google+ For a sampling of our assignments, please see the next slide… copyright 2012, Rubinson Partners. may be referenced with attribution 19
  • 20. Consultancy was founded in 2010 by the former Chief Research Officer at the Advertising Research Foundation.  Sampling of assignments: ◦ For ShareThis, led one of the largest analyses of social media sharing behavior ever conducted, showing advertisers how to leverage sharing behavior. See presentation ” Share is more than fans, friends and followers” ◦ For a leading CPG, designed and managed one of the largest and most comprehensive digital sensing and listening platforms ever created ◦ For Appnation, created the first comprehensive summary of the “app-economy” focusing on smart phones and tablets ◦ Helped to create a way of passively determining digital display ad effectiveness for Moat ◦ In partnership with InsightsNow, Inc. RPI is creating a next generation system for innovation called BehaviorLens ™ ◦ For a major marketer, helping to shape a new approach to digital media measurement and ROI assessment Conducted numerous workshops on shopper insights and shopper marketing Joel@rubinsonpartners.com Twitter: @joelrubinson Also on linkedin, facebook, google+ copyright 2012, Rubinson Partners. may be referenced with attribution 20