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Get to know your customer. Wouldn’t it be great …

How to Understand Your Customer Better with the Right Data and Tools

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Today, with so many tools for marketers, it's hard to know which ones will give you the right data and insight to make the right decisions. Wouldn’t it be great if everything you wanted to know about your customer was in a single system? RBA’s Eric Raarup and Bob Lam presented on this topic at the Integrated Marketing Summit in Minneapolis.

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Page 1: How to Understand Your Customer Better with the Right Data and Tools

Since it’s not, how do I achieve customer insight?

If all customer data was in a single system

Get to know

your customer.

Wouldn’t it be great …

Page 2: How to Understand Your Customer Better with the Right Data and Tools

Bob Lam CRM National Solution Lead [email protected] RBA

Eric Raarup Director of Marketing & National Alliances [email protected] RBA

Page 3: How to Understand Your Customer Better with the Right Data and Tools

Goals for Today

Less theory

Show me

Not to be a barrier to thirst

Page 4: How to Understand Your Customer Better with the Right Data and Tools

After a presentation,

of attendees remember stories

Only remember statistics.

63%

5% Source: Authors Chip & Dan Heath

What was

that?

Page 5: How to Understand Your Customer Better with the Right Data and Tools

Marketers and Technology

Technology is playing a more significant role in our jobs

We need to be more hands on

New technologies help marketers be more nimble

The effective marketer will use data as a key tool

Page 6: How to Understand Your Customer Better with the Right Data and Tools

of marketers believe that data is the most underutilized asset in the marketing organization. 45%

78% of the marketers surveyed say that they feel pressure to become more data-driven.

Source: Teradata via Scott Brinker

Page 7: How to Understand Your Customer Better with the Right Data and Tools

The Goal: True Customer Insight

Trends

Insights

Interactions I want

to see

that

Page 8: How to Understand Your Customer Better with the Right Data and Tools

The Situation: Customer Data is Everywhere CRM

Database eCommerce Platform

Cross-channel Experience Consistency

Campaign

Management Web

Analytics

Creative Design

Lead

Management

Mobile

Marketing

Social Media Marketing

Conversion Point Optimization

Email Marketing

Content / Nurture Marketing

Ad Networks SEM / PPC

Marketing Automation

Retention Programs

Cross- / up-sell Campaigns

Revenue Performance

Analytics

Social Listening Community

Manager

Web Content Mgmt

Email Marketer

Social Marketer

Business Analyst

Ad Agency

SEO/SEM Agency

Page 9: How to Understand Your Customer Better with the Right Data and Tools

The Challenges

Multiple sources

No single system

Difficult to view information in aggregate

Dependence on IT

Difficult tools

Page 10: How to Understand Your Customer Better with the Right Data and Tools

Everyone should have access to the data they need.

Return on Marketing

Investment (ROMI)

Customer

Insight Campaign

effectiveness

Page 11: How to Understand Your Customer Better with the Right Data and Tools

Everyone should have the Tools they need

Q&A

Share

Analyze

Visualize

Explore

Discover

Page 12: How to Understand Your Customer Better with the Right Data and Tools

Getting Hands On

Share

Analyze

Visualize

Explore

Discover

Page 13: How to Understand Your Customer Better with the Right Data and Tools

Customer Insight at two levels

Individual

Specific insight about an individuals interactions with your brand across multiple channels

Individual Aggregate

Aggregate

Group level insight from multiple individuals interacting with your brand

across multiple channels

Page 14: How to Understand Your Customer Better with the Right Data and Tools

Achieving Insight

Individual Aggregate

Core

Social

Campaign

Web

Page 15: How to Understand Your Customer Better with the Right Data and Tools

The Core Profile

Individual Aggregate

The center of gravity for building true customer insight

Page 16: How to Understand Your Customer Better with the Right Data and Tools

Core Profile

Typically managed in CRM environment

Great resources for viewing similar customer info (i.e. Demographics)

Center of data strategy that many dimensions are linked to

Page 17: How to Understand Your Customer Better with the Right Data and Tools

DEMONSTRATION

Individual

Core Insight

Page 18: How to Understand Your Customer Better with the Right Data and Tools

Social Insight

Individual Aggregate

Harvesting insights from multiple social channels. Now and in the

future.

NEXT?

Page 19: How to Understand Your Customer Better with the Right Data and Tools

Social Data

Measuring health of brand through sentiment

Customer service point of entry

Many sources accessible for deeper access

Page 20: How to Understand Your Customer Better with the Right Data and Tools

DEMONSTRATION

Individual

Adding Social Insight

Page 21: How to Understand Your Customer Better with the Right Data and Tools

Campaign Insight

Individual Aggregate

Creating a view into campaign effectiveness and engagement

Page 22: How to Understand Your Customer Better with the Right Data and Tools

Campaign Data

Campaign engagement

Campaign interactions

Campaign effectiveness

Page 23: How to Understand Your Customer Better with the Right Data and Tools

DEMONSTRATION

Individual

Adding Campaign Insight

Page 24: How to Understand Your Customer Better with the Right Data and Tools

Web Insight

Individual Aggregate

Understanding website behavior to drive leads

Page 25: How to Understand Your Customer Better with the Right Data and Tools

Website Data

Site visits

Page views

Time on site

Page 26: How to Understand Your Customer Better with the Right Data and Tools

DEMONSTRATION

Individual

Adding Web Insight

Page 27: How to Understand Your Customer Better with the Right Data and Tools

In Summary

Individual Aggregate

Core

Social

Campaign

Web

It is easier than ever to access data and create true insight about your

customers

Page 28: How to Understand Your Customer Better with the Right Data and Tools

RBA is a National Digital and

Technology Consultancy with offices

in Minneapolis, Denver and Dallas

Our team of specialists combine

strategy, design and technology to

help create seamless experiences

Recently recognized as one of the nation’s

fastest growing private companies and

consistently named a Best Place to Work

www.rbaconsulting.com

Our team of user experience, creative,

front / back-end developers, and

strategic consultants have a proven track

record delivering successful mobile, web,

and digital solutions for organizations

throughout the US.

Page 29: How to Understand Your Customer Better with the Right Data and Tools

THANK YOU

Individual

Who is thirsty?