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An Introduction to iSky
June 2011




            Predict Customer Behavior
Company Overview
We help predict customer           We design fully-integrated
                                   customer engagement
behavior so that companies         programs, from survey design to
and brand owners can:              data collection and CRM
                                   integration. Everything is done
                                   in-house.
Improve profitability
Increase market share              Our ClearView customer
Lower customer acquisition costs   experience management
                                   platform gives you real-time
Improve brand health               customer feedback and allows
                                   you to open, share, and
Improve customer loyalty           manage customer cases.



                                   We have a global presence
                                   which allows us to work around
                                   the clock, around the world and
                                   truly understand regional
                                   business cultures and customer
                                   preferences.




                                   A Quick Overview
Predictive               Holistic
Our Relationship         We bring more to the
Investment Model is a    table than mere data
3x better predictor of   collection. We bring
customer spend than      perspective, people
other methodologies.     and technology.




Integrated               Global
Our ClearView            13 contact centers for
platform integrates      CATI. Research
with your enterprise     experts on 5
systems to enable        continents. Multi-
centralized decision-    lingual capabilities. All
making.                  major time zones.




                  Why Companies Work With Us
Our Delivery Model
What is the purpose of your              Types of Programs

research or customer                        Survey
                                            Brand tracking study
engagement program?                         RIM™ study
                                            NPS / CSAT program
                                            Voice of Customer
                                            Concept test
What parts of your organization             Segmentation analysis
are impacted by this program?

Do you have an existing survey
design/methodology (NPS,
CSAT, etc.) or are you exploring
a custom approach?


                                   Need
                                   diagram/visual
                                   here




                                                    Design
What is the survey modality you   Engagement Methods

want to employ?                    Feedback capture (integrates w/ClearView)
                                        – CATI / IVR
                                        – Web / Email
                                        – Mobile / SMS
What languages/regions /time            – Social media

zones?                             Contact center (integrates w/ClearView)

                                   Focus group

What is the duration or
frequency of your customer
engagement initiative?




                                                                Engage
How can I use this            Analysis Tools and Services

data/feedback to make          ClearView
                                    – Dashboard
business decisions?                 – Analysis Tool
                                    – Reports

                               iSky Client services
What are the motives and             – Industry advisors
drivers behind customer              – Brand consultants
                                     – Research experts
behavior?

How do these behaviors
impact my financials and/or
operations?




                                        Analyze
Who are the key stakeholders      Universal Data Integration

and decision makers that need      Share with
                                        – VP Retail
to see this customer                    – VP Customer Care
feedback/data?                          – VP Marketing

                                   ClearView
                                        – Dashboard
How do I view this information          – Case Management

in the context of my enterprise    CRM integration

data and performance?




                                                  Share
By predicting customer behavior brand owners can:

 Leverage specific operational and marketing tools to attract new customers
  and retain existing customers

 Identify at-risk customers and service them proactively instead of reactively

 Understand financial implications of brand decisions

 Continuously improve customer experience


                           Business Challenges We Solve
                                  Increase market share
                                  Lower acquisition costs
                               Improve customer profitability
                                 Monitor dealer operations
                                    Assess brand health
                               Optimize call center programs




                                                                      Perform
Client     Solution
           RIM™ Study
Frontier   •   While in the middle of a merger, iSky helped the client identify
               which one of the two consumer brands should be consolidated.

           Segmentation Analysis, Brand Tracking Study
           •   Provided core principles for aligning service delivery with ideal
VW             experience
           •   Aligned customer comments based on core principles for issue
               identification, coaching and positive reinforcement

           RIM™ Study, Brand Tracking Study
           •   Brand health assessment that identified the need to develop more
Payless        focus on product quality and styling trends
           •   RIM™ study helped client quantify the value of the invested
               customers

           Branding Tracking Study, Segmentation Study
Talbots    •   Identified a gap in product offering and identified strategic and
               tactical improvements.




                                                      Client Successes
More About iSky
RIM™ gets to the heart of why consumers
spend and attach themselves to a brand: trust.




                 Relationship Investment Model™
Customers with strong relationship investment
 exhibit highly attractive—and profitable—
                  behaviors.




                Relationship Investment Model™
Across multiple industries, the
                                Relationship Investment Score
                                has been proven to be 3x better
                                predictor of spend than
                                comparable measurements.
                37%
Predict Spend




                                  11%           11%




                Relationship
                               Recommend    Satisfaction
                Investment
                                                           Variance accounted for (R-Square)




                                        Relationship Investment Model™
One size doesn’t fit all.

      We take a consultative approach to every
            program/client engagement

       We identify the research metric that best
            frames your business objective
                 (including NPS, C-SAT, RIM)


We employ multiple methodologies in our survey design
           and data collection efforts




                                 Our Research Approach
Tracking
Programs
                             Strategic
Brand Tracking               Research
NPS / CSAT Programs
                             RIM Studies

Custom Market                Industry-specific Research
                                • Automotive
Research                        • Financial Services
                                • Retail
Segmentation Analysis           • Airlines
Product / Concept Testing       • Media / Cable / Telecom
Brand Strategy
Voice of Customer Programs
Polling Studies




                                    Research Services
Features
     Centralized Dashboard
    Case Management System
      Social Media Console
            Analysis Tool
          Reports Engine
       Multiple Languages
           Data Security
        Fully Customizable




Customer Experience Management platform   ClearView
How It All Fits Together
Steve Newman
Senior Vice President & General Manager
A senior management consultant, Steve has more than 20 years of
experience designing and delivering innovative research solutions.
Prior to joining iSky, Steve was Group Director at TARP Worldwide
leading proposal and capture efforts and lead the management of
Fortune 500 client engagements.




Jon O’Loughlin
President, Asia Pacific
With over 27 years of experience and an especially strong background
in international automotive market research, Jon focuses on
developing client solutions for the Middle East and Asia Pacific market.




                                                                           Key People
Greg Pendleton
VP, Business Development
With over 25 years in the automotive industry, Greg's broad-based
management experience span sales, marketing, operations, business
development, client services, account retention and retail consulting with
three major auto manufacturers: Ford, BMW and Mazda.




Louise Hanlon
Chief Research Officer
As head of the analysis function within iSky, Louise helps business identify
new product development, brand and portfolio management strategies,
and new growth and acquisition opportunities.




                                                                               Key People
Thank you
www.iSKY.com

(240) 546-4300

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Predicting Customer Behavior - An Introduction to iSky

  • 1. An Introduction to iSky June 2011 Predict Customer Behavior
  • 3. We help predict customer We design fully-integrated customer engagement behavior so that companies programs, from survey design to and brand owners can: data collection and CRM integration. Everything is done in-house. Improve profitability Increase market share Our ClearView customer Lower customer acquisition costs experience management platform gives you real-time Improve brand health customer feedback and allows you to open, share, and Improve customer loyalty manage customer cases. We have a global presence which allows us to work around the clock, around the world and truly understand regional business cultures and customer preferences. A Quick Overview
  • 4. Predictive Holistic Our Relationship We bring more to the Investment Model is a table than mere data 3x better predictor of collection. We bring customer spend than perspective, people other methodologies. and technology. Integrated Global Our ClearView 13 contact centers for platform integrates CATI. Research with your enterprise experts on 5 systems to enable continents. Multi- centralized decision- lingual capabilities. All making. major time zones. Why Companies Work With Us
  • 6. What is the purpose of your Types of Programs research or customer  Survey  Brand tracking study engagement program?  RIM™ study  NPS / CSAT program  Voice of Customer  Concept test What parts of your organization  Segmentation analysis are impacted by this program? Do you have an existing survey design/methodology (NPS, CSAT, etc.) or are you exploring a custom approach? Need diagram/visual here Design
  • 7. What is the survey modality you Engagement Methods want to employ?  Feedback capture (integrates w/ClearView) – CATI / IVR – Web / Email – Mobile / SMS What languages/regions /time – Social media zones?  Contact center (integrates w/ClearView)  Focus group What is the duration or frequency of your customer engagement initiative? Engage
  • 8. How can I use this Analysis Tools and Services data/feedback to make  ClearView – Dashboard business decisions? – Analysis Tool – Reports  iSky Client services What are the motives and – Industry advisors drivers behind customer – Brand consultants – Research experts behavior? How do these behaviors impact my financials and/or operations? Analyze
  • 9. Who are the key stakeholders Universal Data Integration and decision makers that need  Share with – VP Retail to see this customer – VP Customer Care feedback/data? – VP Marketing  ClearView – Dashboard How do I view this information – Case Management in the context of my enterprise  CRM integration data and performance? Share
  • 10. By predicting customer behavior brand owners can:  Leverage specific operational and marketing tools to attract new customers and retain existing customers  Identify at-risk customers and service them proactively instead of reactively  Understand financial implications of brand decisions  Continuously improve customer experience Business Challenges We Solve Increase market share Lower acquisition costs Improve customer profitability Monitor dealer operations Assess brand health Optimize call center programs Perform
  • 11. Client Solution RIM™ Study Frontier • While in the middle of a merger, iSky helped the client identify which one of the two consumer brands should be consolidated. Segmentation Analysis, Brand Tracking Study • Provided core principles for aligning service delivery with ideal VW experience • Aligned customer comments based on core principles for issue identification, coaching and positive reinforcement RIM™ Study, Brand Tracking Study • Brand health assessment that identified the need to develop more Payless focus on product quality and styling trends • RIM™ study helped client quantify the value of the invested customers Branding Tracking Study, Segmentation Study Talbots • Identified a gap in product offering and identified strategic and tactical improvements. Client Successes
  • 13. RIM™ gets to the heart of why consumers spend and attach themselves to a brand: trust. Relationship Investment Model™
  • 14. Customers with strong relationship investment exhibit highly attractive—and profitable— behaviors. Relationship Investment Model™
  • 15. Across multiple industries, the Relationship Investment Score has been proven to be 3x better predictor of spend than comparable measurements. 37% Predict Spend 11% 11% Relationship Recommend Satisfaction Investment Variance accounted for (R-Square) Relationship Investment Model™
  • 16. One size doesn’t fit all. We take a consultative approach to every program/client engagement We identify the research metric that best frames your business objective (including NPS, C-SAT, RIM) We employ multiple methodologies in our survey design and data collection efforts Our Research Approach
  • 17. Tracking Programs Strategic Brand Tracking Research NPS / CSAT Programs RIM Studies Custom Market Industry-specific Research • Automotive Research • Financial Services • Retail Segmentation Analysis • Airlines Product / Concept Testing • Media / Cable / Telecom Brand Strategy Voice of Customer Programs Polling Studies Research Services
  • 18. Features Centralized Dashboard Case Management System Social Media Console Analysis Tool Reports Engine Multiple Languages Data Security Fully Customizable Customer Experience Management platform ClearView
  • 19. How It All Fits Together
  • 20. Steve Newman Senior Vice President & General Manager A senior management consultant, Steve has more than 20 years of experience designing and delivering innovative research solutions. Prior to joining iSky, Steve was Group Director at TARP Worldwide leading proposal and capture efforts and lead the management of Fortune 500 client engagements. Jon O’Loughlin President, Asia Pacific With over 27 years of experience and an especially strong background in international automotive market research, Jon focuses on developing client solutions for the Middle East and Asia Pacific market. Key People
  • 21. Greg Pendleton VP, Business Development With over 25 years in the automotive industry, Greg's broad-based management experience span sales, marketing, operations, business development, client services, account retention and retail consulting with three major auto manufacturers: Ford, BMW and Mazda. Louise Hanlon Chief Research Officer As head of the analysis function within iSky, Louise helps business identify new product development, brand and portfolio management strategies, and new growth and acquisition opportunities. Key People