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Page 1: Five Essential Steps to Begin Nailing Digital Experiences...Nov 20, 2019  · Insight Observation/ Insight Category: Key Takeaway Gathering research requires gathering primary and

SMARTLY. IQ

Page 2: Five Essential Steps to Begin Nailing Digital Experiences...Nov 20, 2019  · Insight Observation/ Insight Category: Key Takeaway Gathering research requires gathering primary and

Five Essential Steps to Begin Nailing Digital Experiences

Page 3: Five Essential Steps to Begin Nailing Digital Experiences...Nov 20, 2019  · Insight Observation/ Insight Category: Key Takeaway Gathering research requires gathering primary and

The True Cost of Digital Frustration

How much do poor digital experiences cost US businesses?

A staggering $75bn per year!

Source: Salesforce Research, “State of the Connected Customer”, 3rd editionhttps://www.salesforce.com/research/customer-expectations/

Page 4: Five Essential Steps to Begin Nailing Digital Experiences...Nov 20, 2019  · Insight Observation/ Insight Category: Key Takeaway Gathering research requires gathering primary and

Take Stock of Your Customer Experience

So, we know the value of awesome experiences, but how can businesses be sure that they're offering the best possible experiences to their customers?

User research. You must get to the root of all your customer experience issues in order to effectively combat them!

But with so many methods of user research, how do you choose the right combination for your business? Let's take a look at the options...

Page 5: Five Essential Steps to Begin Nailing Digital Experiences...Nov 20, 2019  · Insight Observation/ Insight Category: Key Takeaway Gathering research requires gathering primary and
Page 6: Five Essential Steps to Begin Nailing Digital Experiences...Nov 20, 2019  · Insight Observation/ Insight Category: Key Takeaway Gathering research requires gathering primary and

Two Broad Axes to Approach User Research

Page 7: Five Essential Steps to Begin Nailing Digital Experiences...Nov 20, 2019  · Insight Observation/ Insight Category: Key Takeaway Gathering research requires gathering primary and

Two Broad Axes to Approach User Research

Page 8: Five Essential Steps to Begin Nailing Digital Experiences...Nov 20, 2019  · Insight Observation/ Insight Category: Key Takeaway Gathering research requires gathering primary and

THERE ARE NO SILVER BULLETS

#1Radical Transparency

Page 9: Five Essential Steps to Begin Nailing Digital Experiences...Nov 20, 2019  · Insight Observation/ Insight Category: Key Takeaway Gathering research requires gathering primary and

3 Pillars of Success

TALENT TOOLS TARGET

Page 10: Five Essential Steps to Begin Nailing Digital Experiences...Nov 20, 2019  · Insight Observation/ Insight Category: Key Takeaway Gathering research requires gathering primary and

DATA IS USELESS!#2Radical Transparency

Page 11: Five Essential Steps to Begin Nailing Digital Experiences...Nov 20, 2019  · Insight Observation/ Insight Category: Key Takeaway Gathering research requires gathering primary and

"There are three kinds of lies: lies, damned lies, and statistics.”

All statistics lie…but some are useful

- Benjamin Disraeli (British Prime Minister)

Page 12: Five Essential Steps to Begin Nailing Digital Experiences...Nov 20, 2019  · Insight Observation/ Insight Category: Key Takeaway Gathering research requires gathering primary and

Data to Action

Data/Fact(s)

Data/FactObservation

Data/Fact

Observation/ Insight

Observation/Insight

Category: Key Takeaway

Gathering research requires gathering primary and secondary data from reputable sources that can inform relevant insightsthat help you understand the target.

Page 13: Five Essential Steps to Begin Nailing Digital Experiences...Nov 20, 2019  · Insight Observation/ Insight Category: Key Takeaway Gathering research requires gathering primary and

Gathering Research

Strategic Questions and Informed Answers

80 Facts

20 Observations

10 Insights

3-4 MainInsights

A-ha! 1 Key Takeaway

Step 1

Step 2

Step 3

Populate strategic questions with informed answers

Organize facts, observations and insights that arise from strategic questions

Determine key takeaways for each from discovered insights

Page 14: Five Essential Steps to Begin Nailing Digital Experiences...Nov 20, 2019  · Insight Observation/ Insight Category: Key Takeaway Gathering research requires gathering primary and

Core areas of understanding Category

CompetitionCompany

ConsumerCustomer

Major Challenge or Opportunity

Page 15: Five Essential Steps to Begin Nailing Digital Experiences...Nov 20, 2019  · Insight Observation/ Insight Category: Key Takeaway Gathering research requires gathering primary and

ALL INSIGHTS AREN’T THE SAME

#3Radical Transparency

Page 16: Five Essential Steps to Begin Nailing Digital Experiences...Nov 20, 2019  · Insight Observation/ Insight Category: Key Takeaway Gathering research requires gathering primary and

Delimiting Finding the edges?

Page 17: Five Essential Steps to Begin Nailing Digital Experiences...Nov 20, 2019  · Insight Observation/ Insight Category: Key Takeaway Gathering research requires gathering primary and
Page 18: Five Essential Steps to Begin Nailing Digital Experiences...Nov 20, 2019  · Insight Observation/ Insight Category: Key Takeaway Gathering research requires gathering primary and

Delimiting Finding the edges?Expository Explain or describe

INSIGHT TYPE | INTENT

Page 19: Five Essential Steps to Begin Nailing Digital Experiences...Nov 20, 2019  · Insight Observation/ Insight Category: Key Takeaway Gathering research requires gathering primary and

Delimiting Finding the edges?Expository Explain or describeActionable What should we do?

INSIGHT TYPE | INTENT

Page 20: Five Essential Steps to Begin Nailing Digital Experiences...Nov 20, 2019  · Insight Observation/ Insight Category: Key Takeaway Gathering research requires gathering primary and

REPORTING STRUCTURE MATTERS

#4Radical Transparency

Page 21: Five Essential Steps to Begin Nailing Digital Experiences...Nov 20, 2019  · Insight Observation/ Insight Category: Key Takeaway Gathering research requires gathering primary and

THERE HAS TO BE A CLEAR PATH FROM INSIGHT TO LIVE

#5Radical Transparency

Page 22: Five Essential Steps to Begin Nailing Digital Experiences...Nov 20, 2019  · Insight Observation/ Insight Category: Key Takeaway Gathering research requires gathering primary and

INTEGRATION MATTERS

BONUSRadical Transparency

Page 23: Five Essential Steps to Begin Nailing Digital Experiences...Nov 20, 2019  · Insight Observation/ Insight Category: Key Takeaway Gathering research requires gathering primary and

Decibel provides insights that take digital teams all the way from discovery to solution

Page 24: Five Essential Steps to Begin Nailing Digital Experiences...Nov 20, 2019  · Insight Observation/ Insight Category: Key Takeaway Gathering research requires gathering primary and

It integrates with dozens of MarTech providers to help you manage and contextualize all the data you collect

Page 25: Five Essential Steps to Begin Nailing Digital Experiences...Nov 20, 2019  · Insight Observation/ Insight Category: Key Takeaway Gathering research requires gathering primary and

SAMLAD

LDAPDirectories

Marketing Automation

Personalization & Decisioning

CDP

BI & Data Science

SFTP

Decibel Client SDK

VoC

Web Analytics

Activating the data

Page 26: Five Essential Steps to Begin Nailing Digital Experiences...Nov 20, 2019  · Insight Observation/ Insight Category: Key Takeaway Gathering research requires gathering primary and

Built to create a positive customer experience at scale

Founded on Data Science & AI, we built Decibel to provide an end-to-end understanding of each experience to:

• Automatically measure each individual experience using the Digital Experience Score (DXS)

• Show actions digital teams should take to improve experiences

• Trigger real-time response

• Identify revenue opportunities

Page 27: Five Essential Steps to Begin Nailing Digital Experiences...Nov 20, 2019  · Insight Observation/ Insight Category: Key Takeaway Gathering research requires gathering primary and

Digital Experience Score (DXS)

DXS is similar to NPS, except it’s based on what actually happened, not what someone said happened

Page 28: Five Essential Steps to Begin Nailing Digital Experiences...Nov 20, 2019  · Insight Observation/ Insight Category: Key Takeaway Gathering research requires gathering primary and

Questions?