unlock customer usage data to drive customer success february 20, 2013 2pm to 3pm edt w e b c a s t...

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Unlock Customer Usage Data to Drive Customer Success February 20, 2013 2pm to 3pm EDT W E B C A S T S E R I E S

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Page 1: Unlock Customer Usage Data to Drive Customer Success February 20, 2013 2pm to 3pm EDT W E B C A S T S E R I E S

Unlock Customer Usage Datato Drive Customer Success

February 20, 20132pm to 3pm EDT

W E B C A S T S E R I E S

Page 2: Unlock Customer Usage Data to Drive Customer Success February 20, 2013 2pm to 3pm EDT W E B C A S T S E R I E S

Featured Speakers

Robert JohnsonPresident & CEO

Dennis GershowitzVP, Service Strategies Practice

Karl WirthCEO/Cofounder

Page 3: Unlock Customer Usage Data to Drive Customer Success February 20, 2013 2pm to 3pm EDT W E B C A S T S E R I E S

CEMDNA Playbook Strategy

Dennis GershowitzVP, Service Strategies Practice

Anthony & Alexander Group LLC

Page 4: Unlock Customer Usage Data to Drive Customer Success February 20, 2013 2pm to 3pm EDT W E B C A S T S E R I E S

Managing the Online Customer Experienceis the Next Frontier

Traditional customer service channels• Call center• Professional Services• Field Service

Times have changed!

New cloud & SaaS online channels• On-demand and other self-service resources• Customers contact service/support as a LAST resort!

How do you know and serve customers in this new online world to ensure satisfaction and loyalty?

•CEM remains a constant in every industry and business model •There are proven ways to manage the quality of the customer experience

Page 5: Unlock Customer Usage Data to Drive Customer Success February 20, 2013 2pm to 3pm EDT W E B C A S T S E R I E S

CEMDNA Playbook Strategy℠4 Phases – 12 Building Blocks

Page 6: Unlock Customer Usage Data to Drive Customer Success February 20, 2013 2pm to 3pm EDT W E B C A S T S E R I E S

Unlock Customer Usage Data to Drive Customer Success

Karl WirthCEO/Cofounder, Apptegic

Apptegic software helps organizations understand their customers and respond to them in-context. Karl has been a product and marketing executive at Red Hat, Sentillion, and RSA Security. http://www.apptegic.com

Page 7: Unlock Customer Usage Data to Drive Customer Success February 20, 2013 2pm to 3pm EDT W E B C A S T S E R I E S

Two of the essential principles of business success

Know your Customer Serve your Customer

Page 8: Unlock Customer Usage Data to Drive Customer Success February 20, 2013 2pm to 3pm EDT W E B C A S T S E R I E S

Offline, you can get to know your customer

Page 9: Unlock Customer Usage Data to Drive Customer Success February 20, 2013 2pm to 3pm EDT W E B C A S T S E R I E S

Offline, you can guide your customer to success

Page 10: Unlock Customer Usage Data to Drive Customer Success February 20, 2013 2pm to 3pm EDT W E B C A S T S E R I E S

Online, how do you know your customers and guide them to success?

Page 11: Unlock Customer Usage Data to Drive Customer Success February 20, 2013 2pm to 3pm EDT W E B C A S T S E R I E S

KNOW YOUR CUSTOMER IN AN ONLINE WORLD

by Understanding their Engagement with your Business

Confidential - Not for Distribution – Page 11

Page 12: Unlock Customer Usage Data to Drive Customer Success February 20, 2013 2pm to 3pm EDT W E B C A S T S E R I E S

Imagine you run the Google Docs business

Page 13: Unlock Customer Usage Data to Drive Customer Success February 20, 2013 2pm to 3pm EDT W E B C A S T S E R I E S

How can you see and serve inside the black box?

Page 14: Unlock Customer Usage Data to Drive Customer Success February 20, 2013 2pm to 3pm EDT W E B C A S T S E R I E S

Track user’s page views, clicks, business metrics

Page 15: Unlock Customer Usage Data to Drive Customer Success February 20, 2013 2pm to 3pm EDT W E B C A S T S E R I E S

CONFIDENTIAL

Engagement Score

Page 16: Unlock Customer Usage Data to Drive Customer Success February 20, 2013 2pm to 3pm EDT W E B C A S T S E R I E S

CONFIDENTIAL

Segment customers by behavior and attributes

Page 17: Unlock Customer Usage Data to Drive Customer Success February 20, 2013 2pm to 3pm EDT W E B C A S T S E R I E S

CONFIDENTIAL

Analyze Trends

Page 18: Unlock Customer Usage Data to Drive Customer Success February 20, 2013 2pm to 3pm EDT W E B C A S T S E R I E S

CONFIDENTIAL

Understand particular customers

Page 19: Unlock Customer Usage Data to Drive Customer Success February 20, 2013 2pm to 3pm EDT W E B C A S T S E R I E S

Get Alerts

Page 20: Unlock Customer Usage Data to Drive Customer Success February 20, 2013 2pm to 3pm EDT W E B C A S T S E R I E S

Synch insight to SalesForce / CRM

Page 21: Unlock Customer Usage Data to Drive Customer Success February 20, 2013 2pm to 3pm EDT W E B C A S T S E R I E S

SERVE YOUR CUSTOMER IN AN ONLINE WORLD

by Responding to them Personally and In-Context

Page 22: Unlock Customer Usage Data to Drive Customer Success February 20, 2013 2pm to 3pm EDT W E B C A S T S E R I E S

CONFIDENTIAL

Off Site, Out of Context

1:ManyMarketing

EmailText

PhoneChat

1:1ServiceSales

Email Marketing

Marketing Automation

Apptegic Smart

MessageTM

On Site, In Context

Communicate appropriately and effectively

Page 23: Unlock Customer Usage Data to Drive Customer Success February 20, 2013 2pm to 3pm EDT W E B C A S T S E R I E S

Smart Message right into the Web Experience

Page 24: Unlock Customer Usage Data to Drive Customer Success February 20, 2013 2pm to 3pm EDT W E B C A S T S E R I E S

Move customers down the funnel

Page 25: Unlock Customer Usage Data to Drive Customer Success February 20, 2013 2pm to 3pm EDT W E B C A S T S E R I E S

ANOTHER EXAMPLE: B2B MARKETING

Confidential - Not for Distribution – Page 25

Page 26: Unlock Customer Usage Data to Drive Customer Success February 20, 2013 2pm to 3pm EDT W E B C A S T S E R I E S

First Visit

Second Visit

Page 27: Unlock Customer Usage Data to Drive Customer Success February 20, 2013 2pm to 3pm EDT W E B C A S T S E R I E S

How

Different Footer Calls to Action. If I complete one, the other is shown

Provide a guided tour

Pop up a form

Page 28: Unlock Customer Usage Data to Drive Customer Success February 20, 2013 2pm to 3pm EDT W E B C A S T S E R I E S

Understand and respond to each customer online.Turn your customers into your champions.

Page 29: Unlock Customer Usage Data to Drive Customer Success February 20, 2013 2pm to 3pm EDT W E B C A S T S E R I E S

apptegic.com

Page 30: Unlock Customer Usage Data to Drive Customer Success February 20, 2013 2pm to 3pm EDT W E B C A S T S E R I E S

Customer Usage Data in Action at Team Support

Robert JohnsonPresident & CEO

Page 31: Unlock Customer Usage Data to Drive Customer Success February 20, 2013 2pm to 3pm EDT W E B C A S T S E R I E S
Page 32: Unlock Customer Usage Data to Drive Customer Success February 20, 2013 2pm to 3pm EDT W E B C A S T S E R I E S
Page 33: Unlock Customer Usage Data to Drive Customer Success February 20, 2013 2pm to 3pm EDT W E B C A S T S E R I E S
Page 34: Unlock Customer Usage Data to Drive Customer Success February 20, 2013 2pm to 3pm EDT W E B C A S T S E R I E S
Page 35: Unlock Customer Usage Data to Drive Customer Success February 20, 2013 2pm to 3pm EDT W E B C A S T S E R I E S
Page 36: Unlock Customer Usage Data to Drive Customer Success February 20, 2013 2pm to 3pm EDT W E B C A S T S E R I E S
Page 37: Unlock Customer Usage Data to Drive Customer Success February 20, 2013 2pm to 3pm EDT W E B C A S T S E R I E S

Healthy Customers

Trial Customers – Which one will convert?

Page 38: Unlock Customer Usage Data to Drive Customer Success February 20, 2013 2pm to 3pm EDT W E B C A S T S E R I E S
Page 39: Unlock Customer Usage Data to Drive Customer Success February 20, 2013 2pm to 3pm EDT W E B C A S T S E R I E S
Page 40: Unlock Customer Usage Data to Drive Customer Success February 20, 2013 2pm to 3pm EDT W E B C A S T S E R I E S

Thanks for Your Participation

Robert JohnsonPresident & CEO

Tel. 800/596-2820 [email protected]

Dennis GershowitzVP, Service Strategies Practice

Tel. 910/270-5382 [email protected]

Karl WirthCEO/Cofounder

Tel. 617/[email protected]

Page 41: Unlock Customer Usage Data to Drive Customer Success February 20, 2013 2pm to 3pm EDT W E B C A S T S E R I E S

Requests for InformationBill Bradley Director of CEM MarketingOmega Management Group Corp.Tel.: 978/[email protected]

www.omegascoreboard.com

Check for upcoming webcasts atwww.omegascoreboard.com/webcast.php