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Omnichannel Done Right:
4 Winning Examples + How-to Tips
5 Steps to Building a Smarter Digital
Marketing Foundation
Lauren Ishimaru
Sr. Product
Marketing Manager
Speakers
Haresh Kumar
Dir, Strategy and Product
Marketing AEM
Megan Lau
Manager, Digital
Marketing
We live in a mobile,
omnichannel world.
90%
of consumers move between
multiple devices to accomplish
their goals.
Omnichannel is the top priority for CMOs.
Omni-channel leaders outperform all others.
of CMOs are focused on
connecting fragmented
campaigns into a complete
customer journey.
61%
SOURCE:CMO Council Predicting Routes to Revenue 2016, IBM Global State of Marketing Report 2013
Challenge:
How do you build the right digital marketing
foundation?
7
Haresh Kumar
Dir, Strategy and Product
Marketing AEM
© 2016 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
© 2016 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
Source: Forrester,’s Customer Experience Index and Watermark Consulting, 2014
Cumulative Total
Return
Customer Experience Leaders Outperform the Market
7-Year Stock Performance Customer Leaders vs. Laggards vs. S&P 500
(2007-2013)
Customer Experience
leaders make doing
business with them
easy and enjoyable
and are effective at
meeting needs of
their customers
Importance of Experience
77.7%
Customer Experience
Leaders
51.5%
S&P 500
Index
-2.5%
Customer Experience
Laggards
© 2016 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
10
Trends ImpactingCustomer Experience Delivery
76%
76% of marketers look at
the ease of integration
between software
components as the
primary factor when
choosing marketing
technology.
Forrester, Digital Experience Delivery
Survey 2015
89%
89% of marketers expect to
compete primarily on the
basis of the customer
experience by 2016.
Gartner, Importance of Customer
Experience Is on the Rise
Top challenges to creating
a complete customer
view:
• Poor data quality
• Siloed departments
• Inability to link
different technologies
Experian Marketing Services, 2015
Digital Marketer Survey
© 2016 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.Sources: Adobe Digital Index & Harris/Eventbrite poll in 2016 1
1
Reaching Millennials requires delivering connected experience
Millennials own an
average of 7.7 connected
devices, and use 3.3
devices daily.
Smartphones are the
most commonly owned
and used device.
Millennials not only switch, they do so morefrequently!
Nearly 8 in 10 consumers (79%) and 90% of Millennials report switching devices some of the time
when engaged in an activity
Two-thirds (66%) of device owners find it frustrating when content is not synchronized across
devices.
78% of millennials said they’d rather spend money on a desirable
experience than buy coveted goods
© 2016 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
12
Connected Customer Journey Requires Always on Approach
CONSUMER
AWARENESS PURCHASE
SERVICE
LOYALTY
Word of
Mouth
PR
Radio, TV,
Print, Outdoor
Digital
Billboards
Viral
Emails
Online
Ads
Consumer
looking
online
Interested
in product Buys
Product,
becomes
Customer
Likes
CONSIDERATION
Mobile
Website
In Store
Evaluation of
Alternatives
Trial/Get
Advice
Validate Advice
Download
Delivery
SUBSCRIBE TO…
Blog
Email
Newsletter
Promotion on
Invoice
Mailing List of Ads
and Promotions
© 2016 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
Always-on: Real-time, relevant, personalized
© 2016 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
How to Build Digital Marketing Foundation
BUILD GREAT EXPERIENCES AND DELIVER
ACROSS EVERY TOUCHPOINT
UNDERSTAND AND ADAPTTOTHE
RIGHT PERSON, RIGHT PLACE, RIGHTTIME
© 2016 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
.000 .003.001 .002
USER EXPERIENCEUSER ACTIONS
Predict
The Last Millisecond
Listen
CRM 3rd
Assemble
Deliver
Always-on: Real-time, relevant, personalized
© 2016 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
Disparate product
interfaces, data
sets, and
methodologies
Inflexible and hard
to secure
infrastructure
Complex product
integrations
Slow time-to-market
and lack of
expertise
16
Digital Foundation: Build a better foundation for digital marketing
Challenges
© 2016 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
Digital Foundation Solution Framework
CREATE engaging cross-channel digital experiences
ENGAGE customers through personalized marketing messages
LEARN about your audience and their interests
FOCUS on marketing while passing the IT worry to Adobe
© 2016 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
18
Megan Lau
Manager, Digital Marketing
Cvent’s Marketing Tech Stack
SEARCH
EMAIL
SOCIAL
WEBSITE
DISPLAY
Analytics is the foundation of digital success.
Analytics
Customer:
Campaign:
ROI:
Next Step:
CALL
SEARC
H
EMAI
L
SOCIA
L
WEBSIT
E
DISPLA
Y
Unknown
Unknown
Unknown
Unknown
Using offline data in addition is crucial.
+
Existing Customer
(Cross-Sell Opportunity)
New Customer
Sales
Team
Other Queries
Understanding channel user behavior is important.
Using online and offline data to personalize our
messaging and customer experience.
Asked about Cvent’s
Onsite Solutions
• New Sales Call
• Up Sell Call
• Service Call
• Junk Call
• Initial Inquiry
• Competitive Comparison
• Pricing Discussion
• Completed Purchase
• Repeat Customer
• High Potential Prospect
• Time Waster
• Cross-Sell Opportunity
• Evaluating Competitor
• Confused by Pricing
• Interested in New Offering
• Wants to Change Plans
CALL TYPE
PURCHASE FUNNELCONVERSATION TOPICS
CALLER PROFILE
Call intelligence gives us additional insight into
each conversation.
Offline data helps to prove ROI to stakeholders.
Lauren Ishimaru
Sr. Product Marketing
Manager
#InvocaSummit
OPTIMIZE
campaign
performance
PERSONALIZE
the caller
experience
AUTOMATE
the omnichannel
journey
EXPAND
your
audience
5 Takeaways for Building a Smarter Digital
Marketing Foundation
1. Always on: Real-time, relevant, personalized
2. Key solution attributes: Create, engage, learn, focus
3. Analytics is the foundation: Guide your digital marketing strategy
4. Personalization is key: Customize the customer journey
5. Offline engagements matters: Capture and share the right data
Lauren Ishimaru
Sr. Product
Marketing Manager
Q&A
Haresh Kumar
Dir, Strategy and Product
Marketing AEM
Megan Lau
Manager, Digital
Marketing
Sales@invoca.com
888-691-1930

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5 Steps to Building a Smarter Digital Marketing Foundation

  • 1. Omnichannel Done Right: 4 Winning Examples + How-to Tips 5 Steps to Building a Smarter Digital Marketing Foundation
  • 2. Lauren Ishimaru Sr. Product Marketing Manager Speakers Haresh Kumar Dir, Strategy and Product Marketing AEM Megan Lau Manager, Digital Marketing
  • 3. We live in a mobile, omnichannel world. 90% of consumers move between multiple devices to accomplish their goals.
  • 4. Omnichannel is the top priority for CMOs. Omni-channel leaders outperform all others. of CMOs are focused on connecting fragmented campaigns into a complete customer journey. 61% SOURCE:CMO Council Predicting Routes to Revenue 2016, IBM Global State of Marketing Report 2013
  • 5.
  • 6. Challenge: How do you build the right digital marketing foundation?
  • 7. 7 Haresh Kumar Dir, Strategy and Product Marketing AEM
  • 8. © 2016 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
  • 9. © 2016 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. Source: Forrester,’s Customer Experience Index and Watermark Consulting, 2014 Cumulative Total Return Customer Experience Leaders Outperform the Market 7-Year Stock Performance Customer Leaders vs. Laggards vs. S&P 500 (2007-2013) Customer Experience leaders make doing business with them easy and enjoyable and are effective at meeting needs of their customers Importance of Experience 77.7% Customer Experience Leaders 51.5% S&P 500 Index -2.5% Customer Experience Laggards
  • 10. © 2016 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 10 Trends ImpactingCustomer Experience Delivery 76% 76% of marketers look at the ease of integration between software components as the primary factor when choosing marketing technology. Forrester, Digital Experience Delivery Survey 2015 89% 89% of marketers expect to compete primarily on the basis of the customer experience by 2016. Gartner, Importance of Customer Experience Is on the Rise Top challenges to creating a complete customer view: • Poor data quality • Siloed departments • Inability to link different technologies Experian Marketing Services, 2015 Digital Marketer Survey
  • 11. © 2016 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.Sources: Adobe Digital Index & Harris/Eventbrite poll in 2016 1 1 Reaching Millennials requires delivering connected experience Millennials own an average of 7.7 connected devices, and use 3.3 devices daily. Smartphones are the most commonly owned and used device. Millennials not only switch, they do so morefrequently! Nearly 8 in 10 consumers (79%) and 90% of Millennials report switching devices some of the time when engaged in an activity Two-thirds (66%) of device owners find it frustrating when content is not synchronized across devices. 78% of millennials said they’d rather spend money on a desirable experience than buy coveted goods
  • 12. © 2016 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 12 Connected Customer Journey Requires Always on Approach CONSUMER AWARENESS PURCHASE SERVICE LOYALTY Word of Mouth PR Radio, TV, Print, Outdoor Digital Billboards Viral Emails Online Ads Consumer looking online Interested in product Buys Product, becomes Customer Likes CONSIDERATION Mobile Website In Store Evaluation of Alternatives Trial/Get Advice Validate Advice Download Delivery SUBSCRIBE TO… Blog Email Newsletter Promotion on Invoice Mailing List of Ads and Promotions
  • 13. © 2016 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. Always-on: Real-time, relevant, personalized
  • 14. © 2016 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. How to Build Digital Marketing Foundation BUILD GREAT EXPERIENCES AND DELIVER ACROSS EVERY TOUCHPOINT UNDERSTAND AND ADAPTTOTHE RIGHT PERSON, RIGHT PLACE, RIGHTTIME
  • 15. © 2016 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. .000 .003.001 .002 USER EXPERIENCEUSER ACTIONS Predict The Last Millisecond Listen CRM 3rd Assemble Deliver Always-on: Real-time, relevant, personalized
  • 16. © 2016 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. Disparate product interfaces, data sets, and methodologies Inflexible and hard to secure infrastructure Complex product integrations Slow time-to-market and lack of expertise 16 Digital Foundation: Build a better foundation for digital marketing Challenges
  • 17. © 2016 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. Digital Foundation Solution Framework CREATE engaging cross-channel digital experiences ENGAGE customers through personalized marketing messages LEARN about your audience and their interests FOCUS on marketing while passing the IT worry to Adobe
  • 18. © 2016 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 18
  • 20.
  • 22. SEARCH EMAIL SOCIAL WEBSITE DISPLAY Analytics is the foundation of digital success. Analytics
  • 24. Existing Customer (Cross-Sell Opportunity) New Customer Sales Team Other Queries Understanding channel user behavior is important.
  • 25. Using online and offline data to personalize our messaging and customer experience. Asked about Cvent’s Onsite Solutions
  • 26. • New Sales Call • Up Sell Call • Service Call • Junk Call • Initial Inquiry • Competitive Comparison • Pricing Discussion • Completed Purchase • Repeat Customer • High Potential Prospect • Time Waster • Cross-Sell Opportunity • Evaluating Competitor • Confused by Pricing • Interested in New Offering • Wants to Change Plans CALL TYPE PURCHASE FUNNELCONVERSATION TOPICS CALLER PROFILE Call intelligence gives us additional insight into each conversation.
  • 27. Offline data helps to prove ROI to stakeholders.
  • 28.
  • 29. Lauren Ishimaru Sr. Product Marketing Manager
  • 32. 5 Takeaways for Building a Smarter Digital Marketing Foundation 1. Always on: Real-time, relevant, personalized 2. Key solution attributes: Create, engage, learn, focus 3. Analytics is the foundation: Guide your digital marketing strategy 4. Personalization is key: Customize the customer journey 5. Offline engagements matters: Capture and share the right data
  • 33. Lauren Ishimaru Sr. Product Marketing Manager Q&A Haresh Kumar Dir, Strategy and Product Marketing AEM Megan Lau Manager, Digital Marketing