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View your exceptional digital
experience through the eyes of your
customers
With Customer Analytics
Karen He, Product Marketing Manager
#IBMDX15
© 2015 IBM Corporation
Please Note
IBM’s statements regarding its plans, directions, and intent are subject to change or withdrawal
without notice at IBM’s sole discretion. Information regarding potential future products is
intended to outline our general product direction and it should not be relied on in making a
purchasing decision.
The information mentioned regarding potential future products is not a commitment, promise,
or legal obligation to deliver any material, code or functionality. Information about potential
future products may not be incorporated into any contract. The development, release, and
timing of any future features or functionality described for our products remains at our sole
discretion
Performance is based on measurements and projections using standard IBM benchmarks in a
controlled environment. The actual throughput or performance that any user will experience
will vary depending upon many factors, including considerations such as the amount of
multiprogramming in the user’s job stream, the I/O configuration, the storage configuration, and
the workload processed. Therefore, no assurance can be given that an individual user will
achieve results similar to those stated here.
2
Today’s digital experiences
Today’s digital experiences
In today’s digital environment
Organizations must deliver coherent
presence across all interaction
channels
Customers expect an engaging
experience and consistent,
personalized service
©2014 IBM Corporation
Bad customer experiences are
more dangerous than ever
USD83 billion
Lost sales in the US each year due to bad or
inconsistent customer experiences.1
Organizations aren’t even aware of bad experiences
1 in 10
US adults contact the company directly after a “poor” or “very poor”
experience using a website or mobile application
Without understanding your customers
conversion rates down? why customers struggle?
most profitable customers? more relevant offers?reaching intended audiences?
prevent customer churn?
Gain complete view of your customer
with IBM Customer Analytics
Insights to Address Five Critical
Business Needs
11©2014 IBM Corporation
Serve and delight customers across all interaction
channels
Optimize the customer journey
Acquire the right customers
Deliver a superior customer experience
Reduce fraud and customer disputes
Acquire the right customers
Identify most desirable customers
Target more effectively
Measure progress and attribution
Identify key messages and targets
Digital
Analytics
Social
Analytics
Identify top sites, topics,
sentiment, demographics,
segmentation & affinities
Social Analytics Output by channel matrix for
targeted marketing
Paid Search Display Ads Content for Social Email marketing
Evolving Topics
Topic ideas for
keywords list
Topic ideas for
messaging and
promo
Topic ideas for
developing viral
content
Email messaging
topics
Demographics
Google Adwords
targeting
Display targeting
Social ads and
content relevancy
Targeting
Influencer Scoring
and Sentiment
--
Identifying topics and
websites based on
sentiments
Banking on
positive/negative
trends
Provocative email
messaging
Affinity
Keywords list
expansion
Additional messaging
ideas
Participating in
conversation
Messaging ideas
Geographic
Adwords Targeting Regional targeting Regional targeting Regional targeting
Behavioural
Analytics --
Identifying
influencers
Identifying
influencers and
topics
Messaging ideas
Ads
Determine which channels and ads drove desired
visitor behavior
ad
ad
Multi channel
marketing and targeting
Improve mobile application usability
Deliver a superior customer experience
Understand the true causes of abandonment
Raise awareness of customer struggle
69%
say they offer
superior online
experience
51%
of customers who
leave blame bad
online experiences
IBM Customer Analytics provides Real-time
Awareness that Eliminates Further Struggle
and Makes Customers Successful
IBM Customer Analytics is designed to capture every
customer, every interaction, every time
All actions All interactions All customer experience
obstacles
Web
Customer Analytics offers
Real-time customer experience management
Visibility. Insight. Answers.
Real-time
experience
capture
Customer and
revenue
recovery
Quick issue
resolution
Revenue
impact
analysis
Automatic
struggle
detection
Mobile
With IBM Customer Analytics you can:
1) Quickly discover a web or mobile issue
 High numbers of customer abandoning in a particular
part
2) Quickly isolate the source of the problem
 This problem needs to be resolved quickly to minimize
revenue losses.
 Drill down to the root cause of the problem and
monetize issue in dollar amount
 By identifying the source of the problem, we eliminate
the need for bridge calls, which reduces cost and time
per incident.
3) Recover lost customers
 Prioritize by monetizing issue in dollar amount
 Effectively retarget impacted customers
Critical application issues are very costly and detrimental to
brand loyalty
Clients of IBM Customer Analytics (Tealeaf) solutions
typically realize risk-adjusted payback in less than eight
months
Benefits quantified in study
3.5%
Increased conversion
rate
1%
Increase in retention
rate
0.05%
Reduced disputed or
fraudulent
chargebacks
20%
Additional percentage
of critical items
addressed
Reduced IT cost –
problem discovery
80%
SOURCE: Forrester Consulting, The Total Economic Impact™
Of The Tealeaf Customer Behavior Analysis Suite, Norman Forbush, August 2010. Report commissioned by Tealeaf.
Note: Benefits found in this study were risk-adjusted and were achieved over a three-year period.
Customers of IBM Customer Analytics (Tealeaf)
solutions typically realize risk-adjusted payback in less
than eight months
Typical three-year risk-adjusted results
249% ROI
7.3 months payback period
SOURCE: Forrester Consulting, The Total Economic Impact™
Of The Tealeaf Customer Behavior Analysis Suite, Norman Forbush,
November 2013. Report commissioned by Tealeaf.
Note: Benefits found in this study were risk-adjusted and were achieved over a three-year period.
Optimize the customer journey
Understand customers across time and channels
Maximize customer profitability
Minimize churn
Increase customer loyalty
• Visualize the customer journey across
experiences and channels for any event we can
connect to a customer.
• Analyze top path customers take and perform
advanced attribution analysis.
• Understand the impact of offline channels to
online behavior.
• Understand customer behavior to design and
redesign customer experiences and take action
with customers from the context of their
comprehensive journey.
Journey Analytics
©2015 IBM Corporation
A New Way of Investigating the Path Your Customers Take and the
Behavior They Exhibit along the Way
©2015 IBM Corporation
Serve and delight Customers
Drive the adoption of self-service
Improve first call resolution and reduce call handle times
Minimize churn with optimized engagement and offers
70% of consumers first interact online before
calling a contact center
IBM Customer Analytics reduces call center operational
costs with visibility into customers’ digital interactions
Provides the call center agent
with direct access to replays of
real customer sessions from
mobile devices, tablets or web
chats
Alerts agents of customer
struggles or drop-offs for
proactive engagement
Identifies common struggles
and provides feedback to the
business for website or
mobile improvements
Helps call center agents understand
where customers are coming from and
what problems they have experienced
before talking with them
Drives revenue and increases
brand loyalty with exceptional
web experiences that include
native social and mobile
capabilities
Offers call center visibility of
purchase information, from sell
to fulfill, across channels
Risk-adjusted payback typically in less than four months
Typical three-year risk-adjusted results
407% ROI
3.9 months payback period
SOURCE: Forrester Consulting, The Total Economic Impact™
Of The Tealeaf Customer Service Optimization Suite, Norman Forbush, Dec
2013. Report commissioned by Tealeaf.
Note: Benefits found in this study were risk-adjusted and were achieved over a three-year period.
Reduce fraud and customer disputes
Detect and prevent digital fraud
Provide fraud forensic
resolve online customer disputes
 Selective Archiving - Content Management System
 Extractor/PDF Wrapper
 Embedded Replay in PDF (Need IBM Tealeaf for replay)
 Index and Metadata Search
IBM Customer Analytics preserves complete and
permanent records of all selected customer interactions
Recap: Customer Analytics solutions Addresses
Five Critical Business Needs
34
Serve and delight customers across all interaction
channels
Optimize the customer journey
Acquire the right customers
Deliver a superior customer experience
Reduce fraud and customer disputes
For increased customer context to provide seamless experiences
throughout customers’ journeys
© 2015 IBM Corporation
For Additional Information

IBM Digital Experience Solutions
http://www-01.ibm.com/software/collaboration/digitalexperience

WebSphere Portal and IBM Web Content Manager Information Center
Wiki
http://www-10.lotus.com/ldd/portalwiki.nsf/

IBM Digital Experience Demonstrations:
http://www.youtube.com/user/IBMXWebX
• IBM Digital Experience Developer
http://developer.ibm.com/digexp

IBM Software Business Solutions Catalog
https://greenhouse.lotus.com/catalog/
35

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BUS-G03_View Your Excpetional Digital Experience Through the Eyes of Your Customers

  • 1. View your exceptional digital experience through the eyes of your customers With Customer Analytics Karen He, Product Marketing Manager #IBMDX15
  • 2. © 2015 IBM Corporation Please Note IBM’s statements regarding its plans, directions, and intent are subject to change or withdrawal without notice at IBM’s sole discretion. Information regarding potential future products is intended to outline our general product direction and it should not be relied on in making a purchasing decision. The information mentioned regarding potential future products is not a commitment, promise, or legal obligation to deliver any material, code or functionality. Information about potential future products may not be incorporated into any contract. The development, release, and timing of any future features or functionality described for our products remains at our sole discretion Performance is based on measurements and projections using standard IBM benchmarks in a controlled environment. The actual throughput or performance that any user will experience will vary depending upon many factors, including considerations such as the amount of multiprogramming in the user’s job stream, the I/O configuration, the storage configuration, and the workload processed. Therefore, no assurance can be given that an individual user will achieve results similar to those stated here. 2
  • 5. In today’s digital environment Organizations must deliver coherent presence across all interaction channels Customers expect an engaging experience and consistent, personalized service
  • 6.
  • 7. ©2014 IBM Corporation Bad customer experiences are more dangerous than ever USD83 billion Lost sales in the US each year due to bad or inconsistent customer experiences.1
  • 8. Organizations aren’t even aware of bad experiences 1 in 10 US adults contact the company directly after a “poor” or “very poor” experience using a website or mobile application
  • 9. Without understanding your customers conversion rates down? why customers struggle? most profitable customers? more relevant offers?reaching intended audiences? prevent customer churn?
  • 10. Gain complete view of your customer with IBM Customer Analytics
  • 11. Insights to Address Five Critical Business Needs 11©2014 IBM Corporation Serve and delight customers across all interaction channels Optimize the customer journey Acquire the right customers Deliver a superior customer experience Reduce fraud and customer disputes
  • 12. Acquire the right customers Identify most desirable customers Target more effectively Measure progress and attribution
  • 13. Identify key messages and targets Digital Analytics Social Analytics Identify top sites, topics, sentiment, demographics, segmentation & affinities
  • 14. Social Analytics Output by channel matrix for targeted marketing Paid Search Display Ads Content for Social Email marketing Evolving Topics Topic ideas for keywords list Topic ideas for messaging and promo Topic ideas for developing viral content Email messaging topics Demographics Google Adwords targeting Display targeting Social ads and content relevancy Targeting Influencer Scoring and Sentiment -- Identifying topics and websites based on sentiments Banking on positive/negative trends Provocative email messaging Affinity Keywords list expansion Additional messaging ideas Participating in conversation Messaging ideas Geographic Adwords Targeting Regional targeting Regional targeting Regional targeting Behavioural Analytics -- Identifying influencers Identifying influencers and topics Messaging ideas Ads
  • 15. Determine which channels and ads drove desired visitor behavior ad ad Multi channel marketing and targeting
  • 16. Improve mobile application usability Deliver a superior customer experience Understand the true causes of abandonment Raise awareness of customer struggle
  • 17. 69% say they offer superior online experience 51% of customers who leave blame bad online experiences
  • 18.
  • 19. IBM Customer Analytics provides Real-time Awareness that Eliminates Further Struggle and Makes Customers Successful
  • 20. IBM Customer Analytics is designed to capture every customer, every interaction, every time All actions All interactions All customer experience obstacles
  • 21. Web Customer Analytics offers Real-time customer experience management Visibility. Insight. Answers. Real-time experience capture Customer and revenue recovery Quick issue resolution Revenue impact analysis Automatic struggle detection Mobile
  • 22. With IBM Customer Analytics you can: 1) Quickly discover a web or mobile issue  High numbers of customer abandoning in a particular part 2) Quickly isolate the source of the problem  This problem needs to be resolved quickly to minimize revenue losses.  Drill down to the root cause of the problem and monetize issue in dollar amount  By identifying the source of the problem, we eliminate the need for bridge calls, which reduces cost and time per incident. 3) Recover lost customers  Prioritize by monetizing issue in dollar amount  Effectively retarget impacted customers Critical application issues are very costly and detrimental to brand loyalty
  • 23. Clients of IBM Customer Analytics (Tealeaf) solutions typically realize risk-adjusted payback in less than eight months Benefits quantified in study 3.5% Increased conversion rate 1% Increase in retention rate 0.05% Reduced disputed or fraudulent chargebacks 20% Additional percentage of critical items addressed Reduced IT cost – problem discovery 80% SOURCE: Forrester Consulting, The Total Economic Impact™ Of The Tealeaf Customer Behavior Analysis Suite, Norman Forbush, August 2010. Report commissioned by Tealeaf. Note: Benefits found in this study were risk-adjusted and were achieved over a three-year period.
  • 24. Customers of IBM Customer Analytics (Tealeaf) solutions typically realize risk-adjusted payback in less than eight months Typical three-year risk-adjusted results 249% ROI 7.3 months payback period SOURCE: Forrester Consulting, The Total Economic Impact™ Of The Tealeaf Customer Behavior Analysis Suite, Norman Forbush, November 2013. Report commissioned by Tealeaf. Note: Benefits found in this study were risk-adjusted and were achieved over a three-year period.
  • 25. Optimize the customer journey Understand customers across time and channels Maximize customer profitability Minimize churn Increase customer loyalty
  • 26. • Visualize the customer journey across experiences and channels for any event we can connect to a customer. • Analyze top path customers take and perform advanced attribution analysis. • Understand the impact of offline channels to online behavior. • Understand customer behavior to design and redesign customer experiences and take action with customers from the context of their comprehensive journey. Journey Analytics ©2015 IBM Corporation
  • 27. A New Way of Investigating the Path Your Customers Take and the Behavior They Exhibit along the Way ©2015 IBM Corporation
  • 28. Serve and delight Customers Drive the adoption of self-service Improve first call resolution and reduce call handle times Minimize churn with optimized engagement and offers
  • 29. 70% of consumers first interact online before calling a contact center
  • 30. IBM Customer Analytics reduces call center operational costs with visibility into customers’ digital interactions Provides the call center agent with direct access to replays of real customer sessions from mobile devices, tablets or web chats Alerts agents of customer struggles or drop-offs for proactive engagement Identifies common struggles and provides feedback to the business for website or mobile improvements Helps call center agents understand where customers are coming from and what problems they have experienced before talking with them Drives revenue and increases brand loyalty with exceptional web experiences that include native social and mobile capabilities Offers call center visibility of purchase information, from sell to fulfill, across channels
  • 31. Risk-adjusted payback typically in less than four months Typical three-year risk-adjusted results 407% ROI 3.9 months payback period SOURCE: Forrester Consulting, The Total Economic Impact™ Of The Tealeaf Customer Service Optimization Suite, Norman Forbush, Dec 2013. Report commissioned by Tealeaf. Note: Benefits found in this study were risk-adjusted and were achieved over a three-year period.
  • 32. Reduce fraud and customer disputes Detect and prevent digital fraud Provide fraud forensic resolve online customer disputes
  • 33.  Selective Archiving - Content Management System  Extractor/PDF Wrapper  Embedded Replay in PDF (Need IBM Tealeaf for replay)  Index and Metadata Search IBM Customer Analytics preserves complete and permanent records of all selected customer interactions
  • 34. Recap: Customer Analytics solutions Addresses Five Critical Business Needs 34 Serve and delight customers across all interaction channels Optimize the customer journey Acquire the right customers Deliver a superior customer experience Reduce fraud and customer disputes For increased customer context to provide seamless experiences throughout customers’ journeys
  • 35. © 2015 IBM Corporation For Additional Information  IBM Digital Experience Solutions http://www-01.ibm.com/software/collaboration/digitalexperience  WebSphere Portal and IBM Web Content Manager Information Center Wiki http://www-10.lotus.com/ldd/portalwiki.nsf/  IBM Digital Experience Demonstrations: http://www.youtube.com/user/IBMXWebX • IBM Digital Experience Developer http://developer.ibm.com/digexp  IBM Software Business Solutions Catalog https://greenhouse.lotus.com/catalog/ 35

Notas del editor

  1. 1. “IBM Study Points to CMO, Marketer of the Future, as Customer Experiences Remain Top Priority.” May 21, 2013. ibm.com/press/us/en/pressrelease/41155.wss
  2. 2. Survey results from an Ipsos Public Affairs poll conducted for IBM from December 30, 2013, to January 13, 2014, in the United States. A national sample of 2,032 adults aged 18 and older was interviewed online. Weighting was employed to balance demographics and ensure that the sample’s composition reflects that of the US adult population according to US census data, and to provide results intended to approximate the sample universe. The data was weighted
  3. Conventional Analytics To stay competitive, companies need a comprehensive approach to customer analytics. One that integrates many kinds of analytics to deliver actionable insight and help coordinate engagement. This new approach should help you acquire high-value customers efficiently and engage customers to drive loyalty, profitability, revenue and retention. This is what IBM’s approach to Customer Analytics can help you achieve. IBM Customer Analytics To stay competitive, companies need a comprehensive approach to customer analytics. One that integrates many kinds of analytics to deliver actionable insight and help coordinate engagement. This new approach should help you acquire high-value customers efficiently and engage customers to drive loyalty, profitability, revenue and retention. This is what IBM’s approach to Customer Analytics can help you achieve.
  4. The first area where IBM’s Customer Analytics solution help is in acquiring the right customers We can help to identify the most desirable customers Target those customers more effectively And measure the results Let’s go into a specific use case.
  5. By combining Digital Analytics and Social Analytics, we can 1) identify the keywords that are currently drawing traffic to my site. This gives me the baseline of an area I want to investigate 2) With that insight, I can then move to my social media analytics solution to analyze discussions related to these keywords to see specific topics people are discussing, where they are having those discussions, what they are saying about my brand related to those subjects, and who is having these discussions. This enables me to identify ideas for new products or new campaigns, understand who the target audience is, what they care about, and where they hang out.
  6. This is a powerful combination. Insights from social enable me to increase my relevancy in two core ways: First, I get insight that enable me to evolve my messaging ensuring I can cover new trending topics, and stay ahead of the curve For example, I can identify evolving topics, which I can then use in paid search, display ads, etc. Likewise, I can identify affinities which helps me expand my keywords, and gain new insights for messaging Secondly For example, I can also understand demographic and geographic trends, which I can use in targeting my ad placements.
  7. To close the loop, customer analytics enables you to understand what you’re getting for your marketing investment with the powerful attribution capabilities found in Digital analytics
  8. The second area IBM’s Customer Analytics solution can help businesses is in delivering a superior customer experience We do this in both digital channels and mobile channels In digital channels we help to Identify and resolve application problems Understand the true causes of abandonment Raise awareness of customer struggle Improve site usability and customer satisfaction In Mobile Channels we Measure and analyze mobile user behavior Improve mobile application usability Optimize mobile engagement channels Let’s delve a bit deeper
  9. Let’s start with a better understanding of the challenge Bottom line, we’re all flying blind. 91% of companies have limited or no understanding of why people abandon their site 58% of companies have limited or no understanding of which usability issues affect conversion How can we deliver a superior experience, when we don’t even know what’s not working and why?
  10. Very often time companies are not aware of problems effecting the bottom lines until the end of the month or quarter. With IBM Tealeaf companies have real time analytics that uncovers potential negative trends, identify root causes of struggles, and quantify business impacts of the issues. Companies can be proactive in taking corrective action and stop the dominoes from continue to fall. Let’s dive in a bit deeper still and understand the capabilities
  11. You can save money in 3 steps Quickly see there is a problem Quickly isolate the source of the problem Drill down to find the root cause
  12. Tealeaf provides tremendous return on investments to our clients. Forrester conducted a research through interviewing Tealeaf customers and found that on an average Tealeaf customers realized 249% return on investments with a payback in under 8 months.
  13. The third area where IBM Customer Analytics helps is in optimizing the customer journey We can help businesses Gain insight to multi-channel customer journeys Increase customer loyalty and repeat purchases Understand customers in context of complete relationships Maximize customer profitability through up-sell and cross-sell Minimize churn with optimized engagement and offers Maximize revenue in the moment Let’s talk a bit more about that
  14. The fourth of value from Customer Analytics is to serve and delight customers With deep insight into customer behavior, we can: Drive the adoption of self-service Improve first call resolution, Reduce call handle times Support the multi-channel customer experience Minimize churn with optimized engagement and offers
  15. The fourth of value from Customer Analytics is to serve and delight customers With deep insight into customer behavior, we can: Drive the adoption of self-service Improve first call resolution, Reduce call handle times Support the multi-channel customer experience Minimize churn with optimized engagement and offers
  16. IBM Tealeaf reduces call center operational costs by providing visibility into what a customer is doing online before they call. We provide the CSR with access to replays of the customer session We can alert agents of customers struggles or drop offs so they can proactively engage these customers Helps call center agents understand where customers are coming from and what problems they have experienced before talking with them We can also reduce inbound calls by simply providing a better experience at the outset by identifying common struggles and provide feedback to the business to improve the digital properties TL provides visibility into customer current session and prior purchase transactions when they call into the call center. With this complete visibility the CSR can help with completing the current transaction and suggest (cross-sell and upsell) other items. TL has integration with Voice of Customer solutions such as OpinionLab and ForeSee. When a customer provides feedback via VOC channel the corresponding TL session is also attached with the form. This way the CSR can easily understand the source of frustration.
  17. The last are of value is in reducing fraud and customer disputes With our solutions we can detect and prevent digital fraud, and manage online customer disputes