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Page 1: Success Campaign Strategies For All Stages of the Customer Lifecycle

Successful Campaign Strategies for All Stages of the Customer Lifecycle

Michael LoopGroup Account Director, Datarati

Page 2: Success Campaign Strategies For All Stages of the Customer Lifecycle

Page 2 © 2014 Datarati Pty Ltd

Introductions

Show me…

Campaign Strategy

Questions

Agenda

Page 3: Success Campaign Strategies For All Stages of the Customer Lifecycle

Page 3 © 2014 Datarati Pty Ltd

About MeWhat Would You Say You Do Here?

Page 4: Success Campaign Strategies For All Stages of the Customer Lifecycle

Page 4 © 2014 Datarati Pty Ltd

200+Clients

JapanChina

Hong Kong

Singapore

Australia

New Zealand

Strategy & Implementations

Antarctica

Page 5: Success Campaign Strategies For All Stages of the Customer Lifecycle

Page 5 © 2014 Datarati Pty Ltd

Audience Introductions

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Page 6 © 2014 Datarati Pty Ltd

“If history were taught in the form of stories, it would never be forgotten.”

-Rudyard Kipling

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Page 7 © 2014 Datarati Pty Ltd

New Customer

Service Customer

Loyal Customer

Prospect / Repurcha

se

Campaign Strategy

Webinars

Tradeshow Events

White Papers

Online Demos

Cross-Sell Product/Service Campaigns

New Customer On-Boarding

Customer Satisfaction Survey

Customer Portal Registration

Customer Churn Campaigns

Service Offers/Promotions

Customer Training

Customer Event Management

Contract Expiration

Repeat Purchase

Direct Mail Campaigns

Acquisition Nurturing

Free TrialsUpsell Product/Service Campaigns

Customer Newsletter

Customer Rewards Campaign

Product Announcements

Ongoing Education & Nurturing

Customer Service Survey

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Page 8 © 2014 Datarati Pty Ltd

Campaign Strategy - Education

New Student

Existing StudentAlumni

Prospective Student

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Page 9 © 2014 Datarati Pty Ltd

Campaign Strategy – Retail (FMCG)

First Purchase

Repeat Purchase

Brand Loyal

Prospective Buyer

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Page 10 © 2014 Datarati Pty Ltd

Tell a Story

Day 1 1 Week 1 Month Milestone 1 Year BirthdayProspect

30+ years oldFemale

$60k+ IncomeSingle

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Page 11 © 2014 Datarati Pty Ltd

Purpose and values driven organisations outperform general market 15:1 -Jim Collins

Built to Last:

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Page 12 © 2014 Datarati Pty Ltd

When You Think of Great Customer Experience…

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Think Different

What Separates Apple from the Rest…

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Think Different

What Separates Apple from the Rest…

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Quality of Life

Difference Between Good & Great…

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Quality of Life

Difference Between Good & Great…

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Page 17 © 2014 Datarati Pty Ltd

What Compels You To Leave a Large Tip?

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What Compels You To Leave a Large Tip?

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70 / 20 /10

How Do You Start to Change?

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Page 20 © 2014 Datarati Pty Ltd

How Do You Start to Change?

70% BUSINESS AS USUAL

20% OPTIMISATION

10% BLUE SKY

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You Never Call!

Good News…The Bar is Low

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Raise the Bar

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Hey ,

Thanks for stopping by the booth yesterday! We had a great time meeting smart marketers like you!

Please click the link below if you’d like to setup a call to discuss how Acme can help you. Click Here

Best,Johnny Sales Rep

Raise the Bar

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Page 24 © 2014 Datarati Pty Ltd

What’s your name again?

Don’t Be That Guy

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Page 25 © 2014 Datarati Pty Ltd

Don’t Be That Guy

Hey ,

Thanks for stopping by the booth yesterday! We had a great time meeting smart marketers like you!

Please click the link below if you’d like to setup a call to discuss how Acme can help you. Click Here

Best,Johnny Sales Rep

Page 26: Success Campaign Strategies For All Stages of the Customer Lifecycle

Page 26 © 2014 Datarati Pty Ltd

Page 27: Success Campaign Strategies For All Stages of the Customer Lifecycle

Page 27 © 2014 Datarati Pty Ltd

Page 28: Success Campaign Strategies For All Stages of the Customer Lifecycle

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It is never the customer’s responsibility to ask, tell or understand

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Prospective Buyer Campaigns

Anonymous to Known Campaigns

Testing in Nurturing

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Page 30 © 2014 Datarati Pty Ltd

Anonymous to Known Campaign

Campaign ObjectivesStronger Web Conversion

Higher MQLs/Marketing Generated Leads

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Anonymous to Known Campaign

Target Audience

Campaign Flow

Lead Score Triggers >20

Show Offer

Change “Show Offer” to True

“Offer” ExamplesIncentive AdOffer Form

Chat Window

+25

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Page 32 © 2014 Datarati Pty Ltd

500 Leads

2000MQLsPER MONTH PER MONTH

Campaign Results

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Day 22Day 15Day 8Day 1 Day 29

Testing in Nurturing

Day 22Day 15Day 8Day 1 Day 29

ABasic

B Phone

Campaign ObjectivesIncrease Lead Conversion

Visibility into Stronger Processes

Page 34: Success Campaign Strategies For All Stages of the Customer Lifecycle

Page 34 © 2014 Datarati Pty Ltd

Day 8Day 5Day 3Day 1 Day 12

Testing in Nurturing

Day 22Day 15Day 4Day 1 Day 29

CShort

DCombo

E20% Control

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Page 35 © 2014 Datarati Pty Ltd

Testing in Nurturing

Target Audience

Lead is Created

Lead Fills Out Form

Requested by Sales

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Testing in Nurturing

Campaign Flow

20%

20%

20%

20%

20%

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Campaign Results

Prospect Nurturing A - Basic.Campaign

Prospect Nurturing B – Phone.Campaign

Prospect Nurturing C – Short.Campaign

Prospect Nurturing D – Combo.Campaign

Prospect Nurturing E – Control.Campaign

150

150

150

150

150

15

30

20

30

5

10%

20%

13.3%

20%

3.3%

8

15

10

20

1

53.3%

50%

50%

66.67%

20%

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Page 38 © 2014 Datarati Pty Ltd

New Customer Campaigns

Next Logical Offer/Product

Telemarketing is Not Dead

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Page 39 © 2014 Datarati Pty Ltd

Next Logical Offer/Product

Loyal Shopper

Next Logical Offer

• Just Purchased $500 Handbag

• Average Buying Cycle: 1 Month

• Average Spend: $100.00

Spring Boots Discount

Next Logical ProductBoots

New Student

Next Logical Offer

• Engineering Freshman• Coronado Dorm• From Dallas, Texas• Orientation Date:

Last Month

New Student Gym Discount

Next Logical ProductSchool of Engineering T-shirt

Campaign ObjectivesImproved Customer Experience

Increase Campaign Conversion and ROI

Page 40: Success Campaign Strategies For All Stages of the Customer Lifecycle

Page 40 © 2014 Datarati Pty Ltd

Next Logical Offer/Product

Target Audience

Campaign Flow

Added to OpportunityProduct = Handbag

Next Logical Offer:

Change Next Logical Product Fields

Next Logical Product:

Spring Boots Discount

Boots

Page 41: Success Campaign Strategies For All Stages of the Customer Lifecycle

Page 41 © 2014 Datarati Pty Ltd

Next Logical Offer/Product

Target Audience

Campaign Flow

Enrollment = Past 1 Mo.School = Engineering

Next Logical Offer:

Change Next Logical Product Fields

Next Logical Product:

New Student Gym Offer

Engineering T-shirt

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Page 42 © 2014 Datarati Pty Ltd

Campaign Results

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Page 43 © 2014 Datarati Pty Ltd

Telemarketing is Not Dead

Marketing Qualified LeadName: Jeff Smith

Title: CEOStatus: Appointment Set

Campaign ObjectivesIncrease MQL to Opportunity Conversion %

Consistent/Predictable Follow Up

Page 44: Success Campaign Strategies For All Stages of the Customer Lifecycle

Page 44 © 2014 Datarati Pty Ltd

Telemarketing is Not Dead

Target Audience

Campaign Flow

Lead Stage Changesto “MQL”

Add to List or Campaign

MQL

or SFDC Campaign

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15%MQLsCONVERTEDPER MONTH

25%CONVERTEDPER MONTH

MQLs

Campaign Results

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Page 46 © 2014 Datarati Pty Ltd

Campaign Results

Campaign Cost Leads Cost/ Lead

MQLs Cost/MQL

Opps Cost/Opp

Tradeshow $50,000 1000 $ 5 200 $25 30 $1,667

Tradeshow + Telemarketing

$60,000 1000 $6 300 $20 75 $800

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Page 47 © 2014 Datarati Pty Ltd

Halftime Questions

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Service Customer Campaigns

Customer Usage Campaigns

Get Some Satisfaction

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Customer Usage Campaigns

CRM

Customer Usage

105%

Campaign ObjectivesIncrease Customer Satisfaction/RetentionIncrease Cross-Sell / Upsell Opportunities

Page 50: Success Campaign Strategies For All Stages of the Customer Lifecycle

Page 50 © 2014 Datarati Pty Ltd

Customer Usage Campaign

Target Audience

Campaign Flow

Customer Usage Hits Milestone

105%

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Page 51 © 2014 Datarati Pty Ltd

Get Some SatisfactionNPS – Low Score Alert

“Upgrade Your Opinion”AFL Tickets

Refer a Friend / Customer Story

“Rescue Call”

Campaign ObjectivesIncrease Customer Satisfaction/Retention

Increase Referrals

Page 52: Success Campaign Strategies For All Stages of the Customer Lifecycle

Page 52 © 2014 Datarati Pty Ltd

Get Some Satisfaction

Target Audience

Campaign Flow

Trigger: NPS Score Change

NPS - 9

Page 53: Success Campaign Strategies For All Stages of the Customer Lifecycle

Page 53 © 2014 Datarati Pty Ltd

25% 50+

100+Customer Referrals

Rescue Connects

Attendees at Event

Campaign Results

Page 54: Success Campaign Strategies For All Stages of the Customer Lifecycle

Page 54 © 2014 Datarati Pty Ltd

Loyal Customer Campaigns

Scoring by Product

Surprise an Advocate

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Page 55 © 2014 Datarati Pty Ltd

Scoring by Product

Campaign ObjectivesIncrease Sales Adoption

Improve Cross-Sell Communications

NameCompany

TitleEmail

Lead StatusRecycled Reason

Next Logical ProductNext Logical Offer

Francis UnderwoodWhite HouseVice [email protected]

Open

Ribs2 For 1 Ribs Special

Product 1 ScoreProduct 1 StatusProduct 2 Score

Product 2 Status

CustomerProduct 3 Score

Product 3 StatusProduct 4 Score

Product 4 Status

MQL

Customer ProspectEngagedMQLSAL - Sales Accepted LeadSQL - Sales Qualified LeadCustomerRecycledUnqualified

Page 56: Success Campaign Strategies For All Stages of the Customer Lifecycle

Page 56 © 2014 Datarati Pty Ltd

Campaign Setup

Scoring Group Stars Definition

0 Prospect – No Engagement

1-10 Engaged – Early Engagement

11-20 Engaged – Moderate Engagement

21-30 Engaged – Stronger Engagement

31-41 MQL – Deemed Ready for Qualification

Status Stars DefinitionQualified:

Pre-Opportunity SAL / SQL – In Touch with Rep & Qualified

Customer Customer Record

Page 57: Success Campaign Strategies For All Stages of the Customer Lifecycle

Page 57 © 2014 Datarati Pty Ltd

Consistent Lead Process Across Leads & Contacts!

Allow for Multiple Models/Processes

Product Affinity Across All Business Units

Campaign Results

Page 58: Success Campaign Strategies For All Stages of the Customer Lifecycle

Page 58 © 2014 Datarati Pty Ltd

Surprise an Advocate

Campaign ObjectivesSeparate Your Brand from the Competition

Increase Customer Value & Improve Retention

Sale Birthday1st Big Purchase VIP Event

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Page 59 © 2014 Datarati Pty Ltd

Campaign Setup

Target AudienceAdded to OpportunityAmount > $500.00Status is Gold

Campaign Flow

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Page 60 © 2014 Datarati Pty Ltd

Feel Good About Your Work

IN CAMPAIGN

15%Sales

2.0NPS

Campaign Results

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Page 61 © 2014 Datarati Pty Ltd

Believein the power of storytelling

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Believein surprise & delight

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Believerelationships are circular

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Believeeveryone works better when they are having fun

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Believein doing what you say you’ll do

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“People will forget what you said, people will forget what you did, but people will never forget how you made them feel.”

-Maya Angelou

Page 67: Success Campaign Strategies For All Stages of the Customer Lifecycle

Page 67 © 2014 Datarati Pty Ltd

au.linkedin.com/in/michaelloop/

[email protected]

Thank You

Connect.


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