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1
HOW BRANDS CAN USE AI
FOR ACTIONABLE
CUSTOMER INTELLIGENCE
Ganes KesariGuest Lecture, ”AI in Marketing”
2
STORYTELLANALYZELISTEN UNDERSTAND
3
INTRODUCTION
Ganes Kesari
Co-founder & Head of Analytics
“Simplify Data Science for all”100+ Clients
Insights as Stories
@kesaritweets Help start, apply and adopt Data Science
4
LET’S START WITH A
STORY!
Image by svgsilh
5
CUSTOMER EXPERIENCE IS
BROKEN TODAY
MYOPIC TRANSACTIONAL UNSCIENTIFICSILOED INDIFFERENT
6
ERRORS USING INADEQUATE DATA
ARE MUCH LESS THAN USING NO
DATA AT ALL
C H A R L E S B A B B A G E
“
7
4 STEPS
TO
TRANSFORM YOUR
CUSTOMER EXPERIENCE
8
L I S T E N
E V E R Y W H E R E
1
4 STEPS TO TRANSFORM YOUR CX
9
10
L O O K O U T F O R 3
T Y P E S O F F E E D B A C K
Review websites, social
media
INDIRECT
Website clickstream
data, contact center
INFERRED
Voice of Customer
surveys, Interviews
DIRECT
Source: Gartner Market Guide for Voice-of-the-Customer Solutions
11
LINKGOOGLE SUGGEST: INDIA’S RELIGIONS
12
GOOGLE SUGGEST: US’ RELIGIONS LINK
13
WITH COVID-19, THE PRIORITIES HAVE CHANGED
14Source: Bain & Co - Ample Data, often free, can predict consumer behaviour through the Covid-19 crisis
PUBLIC DATA CAN HELP YOU UNDERSTAND CONSUMERS
https://trends.google.com/trends/
15
R E M E M B E R ,
D A T A B E F O R E A I !
16
A N A L Y Z E
T H E
C U S T O M E R
S I G N A L S
2
4 STEPS TO TRANSFORM YOUR CX
17
WHAT DO WE KNOW ABOUT YOU BASED
ON YOUR FACEBOOK LIKES?
Source: University of Cambridge
18
AI CAN UNDERSTAND PICTURES
Source: Gramener crowd counting solution
19
AI CAN HELP WITH SOCIAL DISTANCING!
Source: LandingAI – AI to help monitor social distancing in the work place
20
…BUT, IT’S NOT REALLY THAT SMART!
Gifs from Giphy: Gif1, Gif2 AI Adversarial examples: Natural - ImageNet on Synced Review; Attack – MIT CSAI on Design News
21
T H E K E Y I S A S K I N G T H E
R I G H T Q U E S T I O N S
Approach to data Benefits
AI / ML models with recommendations What actions will help me convert my
detractors into promoters?
Simple ML models What will be my promoter score
next quarter?
Statistics What led to lower
satisfaction in EMEA?
Simple summaries
Did I improve on
customer satisfaction?
22
U N D E R S T A N D
Y O U R
C U S T O M E R S
3
4 STEPS TO TRANSFORM YOUR CX
23
S A M P L E T H I S C U S T O M E R
F E E D B A C K F R O M A V O C S U R V E Y
“I loved the product features and super-quick onboarding, but the great experience
did not continue while using your product. Your support teams have been helpful,
but I’m not sure whether I’ll buy again.”
24
T A G T H E C O N T E N T T O
J O U R N E Y S T E P S
Identify Customize Use Product
Deal with IssuesReorder
“I loved the product features and super-quick
onboarding, but the great experience did not
continue while using your product. Your
support teams have been helpful, but I’m not
sure whether I’ll buy again.”
“I loved the product features and super-quick onboarding, but the great experience
did not continue while using your product. Your support teams have been helpful,
but I’m not sure whether I’ll buy again.”
25
L E T ’ S N O W A S K T H E
Q U E S T I O N S
Approach to data Benefits
AI / ML models with recommendations What actions will help me convert my
detractors into promoters?
Simple ML models What will be my promoter score
next quarter?
Statistics What led to lower
satisfaction in EMEA?
Simple summaries
Did I improve on
customer satisfaction?
26
INTEGRATE THE FEEDBACK
SIGNALS
“Your summer collection
didn’t interest me”
Store Survey
“Drop in market share by
2.5% last month”
Market Report
“Disappointed with Brand
‘A’. Anyone still buying?”
Social Media
“Brand ‘B’ has more
‘vibrant’ colors than you”
Competitive Survey
Our summer collection didn’t work. We los 2.5% market share
with a projected revenue dip. We must improve our product.
“
“Predicted dip in Monthly
revenue by 11%”
Financials
27
P R E S E N T
I N S I G H T S A S
S T O R I E S
4
4 STEPS TO TRANSFORM YOUR CX
28
O V E R 5 0 % O F D A T A S C I E N C E
P R O J E C T S N E V E R G E T
D E P L O Y E D .
B A D S T O R Y T E L L I N G I S A K E Y
R E A S O N F O R T H I S F A I L U R E .
G A R T N E R
Gartner: “How to use Storytelling to sell your Data science projects”, Apr 25 ‘19
“
29Gartner: “How to use Storytelling to sell your Data science projects”, Apr 25 ‘19
30
VISUALIZATION: CONVERT NUMBERS TO
PICTURES
Gartner: “How to use Storytelling to sell your Data science projects”, Apr 25 ‘19
31
ADD CONTEXT & NARRATIVE TO BUILD THE STORY
Sales grew 40% in 2018, despite competitive product launches
Gartner: “How to use Storytelling to sell your Data science projects”, Apr 25 ‘19
32
STORYTELLING CHANGES IN
CUSTOMER SATISFACTION
Hig
h
ImpactonSatisfaction
Low
High impact CX
Negative Positive
Low HighCustomer Sentiment
Q2’20
Identify
BuyQ2’20
Service
Q2’20
Reorder
Q2’20
Use
Q2’20
Customize
Improve on ‘Service’
Maintain ‘Identify’ & ‘Buy’
‘Customize’ is less importantQ2’20
33
A T E C H M A J O R T A P S
I N T O C U S T O M E R
I N T E L L I G E N C E
C A S E S T U D Y
A leading US-based technology leader needed help with
setting up a customer experience practice driven by AI
Source: Gramener case study
34
Business Challenge
• A leading computer
technology company
wanted to improve customer
satisfaction and revenue.
• The intent was to
understand what drove the
CSAT scores and
engagement levels
Approach
• Gramener collected data
from multiple sources. The
questions asked of the data
determined the text
analytics and ML techniques.
• By contextualizing insights,
customer intent was
identified. The findings were
presented as data stories to
drive actions and behavior.
Benefits
• Gramener identified the top
most themes, topics and
factors that drive customer
ratings and feedback.
• Recommendations were
presented as automated,
visual dashboards.
• The solution delivered $50M
incremental revenue from
satisfied customers
INTEGRATED VOC
ANALYTICS
Source: Gramener case study
35
INTEGRATED VOC ANALYTICS – DETAILED METHODOLOGY
01
02
03 04
05
06
Sentiment Analysis
Identify aspect-based sentiment for
the feedback
Theme Mapping
Group the the keywords into relevant
themes
Impact Analysis
Find how the themes & sentiments
drive the customer satisfaction
Topic Modeling
Identify the top themes of interest for
customers
Ranks estimation
Rank the themes based on degree
of impact to recommend actions
Tokenization
Tokenize the customer comments
into keywords
Source: Gramener case study
36
R E C A P : 4 S T E P S T O
T R A N S F O R M Y O U R C X
• Direct, Indirect, Inferred
• Data before AI
LISTEN
1
2 • Analyze all data types
• Ask the right questions
ANALYZE
4
STORY-TELL
• Visualize the insights
• Drive actions with stories
3
UNDERSTAND
• Understand their Journey
• Roll-up for the headline
37
T H A N K Y O U !
G E T I N T O U C H
@kesaritweetsgramener.com @kesari

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How Brands can use AI for Actionable Customer Intelligence

  • 1. 1 HOW BRANDS CAN USE AI FOR ACTIONABLE CUSTOMER INTELLIGENCE Ganes KesariGuest Lecture, ”AI in Marketing”
  • 3. 3 INTRODUCTION Ganes Kesari Co-founder & Head of Analytics “Simplify Data Science for all”100+ Clients Insights as Stories @kesaritweets Help start, apply and adopt Data Science
  • 4. 4 LET’S START WITH A STORY! Image by svgsilh
  • 5. 5 CUSTOMER EXPERIENCE IS BROKEN TODAY MYOPIC TRANSACTIONAL UNSCIENTIFICSILOED INDIFFERENT
  • 6. 6 ERRORS USING INADEQUATE DATA ARE MUCH LESS THAN USING NO DATA AT ALL C H A R L E S B A B B A G E “
  • 8. 8 L I S T E N E V E R Y W H E R E 1 4 STEPS TO TRANSFORM YOUR CX
  • 9. 9
  • 10. 10 L O O K O U T F O R 3 T Y P E S O F F E E D B A C K Review websites, social media INDIRECT Website clickstream data, contact center INFERRED Voice of Customer surveys, Interviews DIRECT Source: Gartner Market Guide for Voice-of-the-Customer Solutions
  • 12. 12 GOOGLE SUGGEST: US’ RELIGIONS LINK
  • 13. 13 WITH COVID-19, THE PRIORITIES HAVE CHANGED
  • 14. 14Source: Bain & Co - Ample Data, often free, can predict consumer behaviour through the Covid-19 crisis PUBLIC DATA CAN HELP YOU UNDERSTAND CONSUMERS https://trends.google.com/trends/
  • 15. 15 R E M E M B E R , D A T A B E F O R E A I !
  • 16. 16 A N A L Y Z E T H E C U S T O M E R S I G N A L S 2 4 STEPS TO TRANSFORM YOUR CX
  • 17. 17 WHAT DO WE KNOW ABOUT YOU BASED ON YOUR FACEBOOK LIKES? Source: University of Cambridge
  • 18. 18 AI CAN UNDERSTAND PICTURES Source: Gramener crowd counting solution
  • 19. 19 AI CAN HELP WITH SOCIAL DISTANCING! Source: LandingAI – AI to help monitor social distancing in the work place
  • 20. 20 …BUT, IT’S NOT REALLY THAT SMART! Gifs from Giphy: Gif1, Gif2 AI Adversarial examples: Natural - ImageNet on Synced Review; Attack – MIT CSAI on Design News
  • 21. 21 T H E K E Y I S A S K I N G T H E R I G H T Q U E S T I O N S Approach to data Benefits AI / ML models with recommendations What actions will help me convert my detractors into promoters? Simple ML models What will be my promoter score next quarter? Statistics What led to lower satisfaction in EMEA? Simple summaries Did I improve on customer satisfaction?
  • 22. 22 U N D E R S T A N D Y O U R C U S T O M E R S 3 4 STEPS TO TRANSFORM YOUR CX
  • 23. 23 S A M P L E T H I S C U S T O M E R F E E D B A C K F R O M A V O C S U R V E Y “I loved the product features and super-quick onboarding, but the great experience did not continue while using your product. Your support teams have been helpful, but I’m not sure whether I’ll buy again.”
  • 24. 24 T A G T H E C O N T E N T T O J O U R N E Y S T E P S Identify Customize Use Product Deal with IssuesReorder “I loved the product features and super-quick onboarding, but the great experience did not continue while using your product. Your support teams have been helpful, but I’m not sure whether I’ll buy again.” “I loved the product features and super-quick onboarding, but the great experience did not continue while using your product. Your support teams have been helpful, but I’m not sure whether I’ll buy again.”
  • 25. 25 L E T ’ S N O W A S K T H E Q U E S T I O N S Approach to data Benefits AI / ML models with recommendations What actions will help me convert my detractors into promoters? Simple ML models What will be my promoter score next quarter? Statistics What led to lower satisfaction in EMEA? Simple summaries Did I improve on customer satisfaction?
  • 26. 26 INTEGRATE THE FEEDBACK SIGNALS “Your summer collection didn’t interest me” Store Survey “Drop in market share by 2.5% last month” Market Report “Disappointed with Brand ‘A’. Anyone still buying?” Social Media “Brand ‘B’ has more ‘vibrant’ colors than you” Competitive Survey Our summer collection didn’t work. We los 2.5% market share with a projected revenue dip. We must improve our product. “ “Predicted dip in Monthly revenue by 11%” Financials
  • 27. 27 P R E S E N T I N S I G H T S A S S T O R I E S 4 4 STEPS TO TRANSFORM YOUR CX
  • 28. 28 O V E R 5 0 % O F D A T A S C I E N C E P R O J E C T S N E V E R G E T D E P L O Y E D . B A D S T O R Y T E L L I N G I S A K E Y R E A S O N F O R T H I S F A I L U R E . G A R T N E R Gartner: “How to use Storytelling to sell your Data science projects”, Apr 25 ‘19 “
  • 29. 29Gartner: “How to use Storytelling to sell your Data science projects”, Apr 25 ‘19
  • 30. 30 VISUALIZATION: CONVERT NUMBERS TO PICTURES Gartner: “How to use Storytelling to sell your Data science projects”, Apr 25 ‘19
  • 31. 31 ADD CONTEXT & NARRATIVE TO BUILD THE STORY Sales grew 40% in 2018, despite competitive product launches Gartner: “How to use Storytelling to sell your Data science projects”, Apr 25 ‘19
  • 32. 32 STORYTELLING CHANGES IN CUSTOMER SATISFACTION Hig h ImpactonSatisfaction Low High impact CX Negative Positive Low HighCustomer Sentiment Q2’20 Identify BuyQ2’20 Service Q2’20 Reorder Q2’20 Use Q2’20 Customize Improve on ‘Service’ Maintain ‘Identify’ & ‘Buy’ ‘Customize’ is less importantQ2’20
  • 33. 33 A T E C H M A J O R T A P S I N T O C U S T O M E R I N T E L L I G E N C E C A S E S T U D Y A leading US-based technology leader needed help with setting up a customer experience practice driven by AI Source: Gramener case study
  • 34. 34 Business Challenge • A leading computer technology company wanted to improve customer satisfaction and revenue. • The intent was to understand what drove the CSAT scores and engagement levels Approach • Gramener collected data from multiple sources. The questions asked of the data determined the text analytics and ML techniques. • By contextualizing insights, customer intent was identified. The findings were presented as data stories to drive actions and behavior. Benefits • Gramener identified the top most themes, topics and factors that drive customer ratings and feedback. • Recommendations were presented as automated, visual dashboards. • The solution delivered $50M incremental revenue from satisfied customers INTEGRATED VOC ANALYTICS Source: Gramener case study
  • 35. 35 INTEGRATED VOC ANALYTICS – DETAILED METHODOLOGY 01 02 03 04 05 06 Sentiment Analysis Identify aspect-based sentiment for the feedback Theme Mapping Group the the keywords into relevant themes Impact Analysis Find how the themes & sentiments drive the customer satisfaction Topic Modeling Identify the top themes of interest for customers Ranks estimation Rank the themes based on degree of impact to recommend actions Tokenization Tokenize the customer comments into keywords Source: Gramener case study
  • 36. 36 R E C A P : 4 S T E P S T O T R A N S F O R M Y O U R C X • Direct, Indirect, Inferred • Data before AI LISTEN 1 2 • Analyze all data types • Ask the right questions ANALYZE 4 STORY-TELL • Visualize the insights • Drive actions with stories 3 UNDERSTAND • Understand their Journey • Roll-up for the headline
  • 37. 37 T H A N K Y O U ! G E T I N T O U C H @kesaritweetsgramener.com @kesari