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Rob Brosnan, Principal Analyst @brosnaro July 11, 2013 New Approaches to Cross-Channel Interactions Prepared for:

New Approaches to Cross-Channel Interactions · How the consumer is transforming 1. Mobile mind shift 2. Engagement across the life ... Mobile Internet users (people) ... Product

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Page 1: New Approaches to Cross-Channel Interactions · How the consumer is transforming 1. Mobile mind shift 2. Engagement across the life ... Mobile Internet users (people) ... Product

Rob Brosnan, Principal Analyst

@brosnaro

July 11, 2013

New Approaches to Cross-Channel

Interactions

Prepared for:

Page 2: New Approaches to Cross-Channel Interactions · How the consumer is transforming 1. Mobile mind shift 2. Engagement across the life ... Mobile Internet users (people) ... Product

© 2012 Forrester Research, Inc. Reproduction Prohibited

Source: NBC News and The Associated Press (http://photoblog.nbcnews.com/)

Page 3: New Approaches to Cross-Channel Interactions · How the consumer is transforming 1. Mobile mind shift 2. Engagement across the life ... Mobile Internet users (people) ... Product

© 2012 Forrester Research, Inc. Reproduction Prohibited

Source: NBC News and The Associated Press (http://photoblog.nbcnews.com/)

Page 4: New Approaches to Cross-Channel Interactions · How the consumer is transforming 1. Mobile mind shift 2. Engagement across the life ... Mobile Internet users (people) ... Product

© 2012 Forrester Research, Inc. Reproduction Prohibited

The Myth Of Marketing IS MARKETING EQUAL TO DELIVERING THE RIGHT MESSAGE AT THE RIGHT TIME

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Page 5: New Approaches to Cross-Channel Interactions · How the consumer is transforming 1. Mobile mind shift 2. Engagement across the life ... Mobile Internet users (people) ... Product

© 2012 Forrester Research, Inc. Reproduction Prohibited

The Myth Of Marketing IS MARKETING EQUAL TO DELIVERING THE RIGHT MESSAGE AT THE RIGHT TIME

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Source: Textually.org

Page 6: New Approaches to Cross-Channel Interactions · How the consumer is transforming 1. Mobile mind shift 2. Engagement across the life ... Mobile Internet users (people) ... Product

© 2012 Forrester Research, Inc. Reproduction Prohibited

Mobility transforms the customer experience

Page 7: New Approaches to Cross-Channel Interactions · How the consumer is transforming 1. Mobile mind shift 2. Engagement across the life ... Mobile Internet users (people) ... Product

© 2012 Forrester Research, Inc. Reproduction Prohibited

Mobility transforms the customer experience

Page 8: New Approaches to Cross-Channel Interactions · How the consumer is transforming 1. Mobile mind shift 2. Engagement across the life ... Mobile Internet users (people) ... Product

© 2012 Forrester Research, Inc. Reproduction Prohibited

Mobility transforms the customer experience

Page 9: New Approaches to Cross-Channel Interactions · How the consumer is transforming 1. Mobile mind shift 2. Engagement across the life ... Mobile Internet users (people) ... Product

© 2012 Forrester Research, Inc. Reproduction Prohibited

Agenda

Consumer transformation

Building the post-campaign future

How to get started with decision management

Page 10: New Approaches to Cross-Channel Interactions · How the consumer is transforming 1. Mobile mind shift 2. Engagement across the life ... Mobile Internet users (people) ... Product

Consumer transformation

Page 11: New Approaches to Cross-Channel Interactions · How the consumer is transforming 1. Mobile mind shift 2. Engagement across the life ... Mobile Internet users (people) ... Product

© 2012 Forrester Research, Inc. Reproduction Prohibited

Meet the evolving consumer

Image source: The New Yorker (cartoonbank.com)

Page 12: New Approaches to Cross-Channel Interactions · How the consumer is transforming 1. Mobile mind shift 2. Engagement across the life ... Mobile Internet users (people) ... Product

© 2012 Forrester Research, Inc. Reproduction Prohibited

How the consumer is transforming

1. Mobile mind shift

2. Engagement across the life cycle

3. Data generation

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Page 13: New Approaches to Cross-Channel Interactions · How the consumer is transforming 1. Mobile mind shift 2. Engagement across the life ... Mobile Internet users (people) ... Product

© 2012 Forrester Research, Inc. Reproduction Prohibited

Mobile subscribers as a % of total population

Smartphone subscribers as a % of total population

Mobile penetration nears saturation

Page 14: New Approaches to Cross-Channel Interactions · How the consumer is transforming 1. Mobile mind shift 2. Engagement across the life ... Mobile Internet users (people) ... Product

© 2012 Forrester Research, Inc. Reproduction Prohibited

Mobile Internet users (people) as a percentage of total mobile subscribers

Mobile Internet usage is growing rapidly

Source: Forrester Research World Mobile Adoption Forecast, 2011 To 2016 (Global)

Page 15: New Approaches to Cross-Channel Interactions · How the consumer is transforming 1. Mobile mind shift 2. Engagement across the life ... Mobile Internet users (people) ... Product

© 2012 Forrester Research, Inc. Reproduction Prohibited

Product research is the new norm

Source: August 27, 2012, “The Role Of Digital In The Path To Purchase” Forrester report

EMPOWER CONSUMERS TO EXPLORE BEFORE THE POINT OF PURCHASE

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82% researched a product before buying in 2012

66% research even low-consideration products

54% primarily use digital channels

Page 16: New Approaches to Cross-Channel Interactions · How the consumer is transforming 1. Mobile mind shift 2. Engagement across the life ... Mobile Internet users (people) ... Product

© 2012 Forrester Research, Inc. Reproduction Prohibited

Customers want a relationship

Source: September 18, 2012 “Brand Engagement The Consumer Way” Forrester report

BRANDS MUST BUILD RELATIONSHIPS ON NEEDS AND ACTIONS

Page 17: New Approaches to Cross-Channel Interactions · How the consumer is transforming 1. Mobile mind shift 2. Engagement across the life ... Mobile Internet users (people) ... Product

© 2012 Forrester Research, Inc. Reproduction Prohibited

Customers want a relationship

Source: September 18, 2012 “Brand Engagement The Consumer Way” Forrester report

BRANDS MUST BUILD RELATIONSHIPS ON NEEDS AND ACTIONS

Page 18: New Approaches to Cross-Channel Interactions · How the consumer is transforming 1. Mobile mind shift 2. Engagement across the life ... Mobile Internet users (people) ... Product

Increasing resolution leads to a data deluge

Page 19: New Approaches to Cross-Channel Interactions · How the consumer is transforming 1. Mobile mind shift 2. Engagement across the life ... Mobile Internet users (people) ... Product

Building the post-campaign future

Source: wright-brothers.org

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© 2012 Forrester Research, Inc. Reproduction Prohibited

A customer relationship strategy that aims

to deliver and guide individuals through all

relevant interactions with a focus on

lifecycle stages ignored by conventional

CRM programs.

Adopt a Post-Campaign Marketing strategy

Page 21: New Approaches to Cross-Channel Interactions · How the consumer is transforming 1. Mobile mind shift 2. Engagement across the life ... Mobile Internet users (people) ... Product

© 2012 Forrester Research, Inc. Reproduction Prohibited

Customer lifecycle

Page 22: New Approaches to Cross-Channel Interactions · How the consumer is transforming 1. Mobile mind shift 2. Engagement across the life ... Mobile Internet users (people) ... Product

© 2012 Forrester Research, Inc. Reproduction Prohibited

Customer lifecycle

Page 23: New Approaches to Cross-Channel Interactions · How the consumer is transforming 1. Mobile mind shift 2. Engagement across the life ... Mobile Internet users (people) ... Product

© 2012 Forrester Research, Inc. Reproduction Prohibited

Implement PCM with decision management

Tools that increase relevance in

and guide customers through

every interaction

Page 24: New Approaches to Cross-Channel Interactions · How the consumer is transforming 1. Mobile mind shift 2. Engagement across the life ... Mobile Internet users (people) ... Product

© 2012 Forrester Research, Inc. Reproduction Prohibited

What are the characteristics?

1. Journeys, not just campaigns

2. Decisions, not just rules

3. Interactions, not just profiles

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Page 25: New Approaches to Cross-Channel Interactions · How the consumer is transforming 1. Mobile mind shift 2. Engagement across the life ... Mobile Internet users (people) ... Product

© 2012 Forrester Research, Inc. Reproduction Prohibited

Source: Milton Bradley

Journeys

Guiding individuals

Page 26: New Approaches to Cross-Channel Interactions · How the consumer is transforming 1. Mobile mind shift 2. Engagement across the life ... Mobile Internet users (people) ... Product

© 2012 Forrester Research, Inc. Reproduction Prohibited

An event based interaction model

Rosalind Franklin

Page 27: New Approaches to Cross-Channel Interactions · How the consumer is transforming 1. Mobile mind shift 2. Engagement across the life ... Mobile Internet users (people) ... Product

© 2012 Forrester Research, Inc. Reproduction Prohibited

Decisions

Implementing adaptivity

Page 28: New Approaches to Cross-Channel Interactions · How the consumer is transforming 1. Mobile mind shift 2. Engagement across the life ... Mobile Internet users (people) ... Product

© 2012 Forrester Research, Inc. Reproduction Prohibited

How to choose the best interaction?

Page 29: New Approaches to Cross-Channel Interactions · How the consumer is transforming 1. Mobile mind shift 2. Engagement across the life ... Mobile Internet users (people) ... Product

© 2012 Forrester Research, Inc. Reproduction Prohibited

How to choose the best interaction?

Decide

Page 30: New Approaches to Cross-Channel Interactions · How the consumer is transforming 1. Mobile mind shift 2. Engagement across the life ... Mobile Internet users (people) ... Product

© 2012 Forrester Research, Inc. Reproduction Prohibited

ActionLearn Decide

Present

Observe

Page 31: New Approaches to Cross-Channel Interactions · How the consumer is transforming 1. Mobile mind shift 2. Engagement across the life ... Mobile Internet users (people) ... Product

© 2012 Forrester Research, Inc. Reproduction Prohibited

Interactions

Optimizing actions

Page 32: New Approaches to Cross-Channel Interactions · How the consumer is transforming 1. Mobile mind shift 2. Engagement across the life ... Mobile Internet users (people) ... Product

© 2012 Forrester Research, Inc. Reproduction Prohibited

Customer DatabaseCustomer Database

Interaction Data Store

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© 2012 Forrester Research, Inc. Reproduction Prohibited

Customer Database

The IDS stores the customer state THE CUSTOMER STATE IS IDENTITY, BEHAVIOR, AND CONTEXT

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CDW

Page 34: New Approaches to Cross-Channel Interactions · How the consumer is transforming 1. Mobile mind shift 2. Engagement across the life ... Mobile Internet users (people) ... Product

© 2012 Forrester Research, Inc. Reproduction Prohibited

Post-campaign marketing

Individual journeys

Real-time decisions

Interaction & event data

Page 35: New Approaches to Cross-Channel Interactions · How the consumer is transforming 1. Mobile mind shift 2. Engagement across the life ... Mobile Internet users (people) ... Product

© 2012 Forrester Research, Inc. Reproduction Prohibited

IDS

CDW

Putting the pieces together

Page 36: New Approaches to Cross-Channel Interactions · How the consumer is transforming 1. Mobile mind shift 2. Engagement across the life ... Mobile Internet users (people) ... Product

© 2012 Forrester Research, Inc. Reproduction Prohibited

The risk is further fragmentation

IDS

CDW

Page 37: New Approaches to Cross-Channel Interactions · How the consumer is transforming 1. Mobile mind shift 2. Engagement across the life ... Mobile Internet users (people) ... Product

How to get started

Page 38: New Approaches to Cross-Channel Interactions · How the consumer is transforming 1. Mobile mind shift 2. Engagement across the life ... Mobile Internet users (people) ... Product

© 2012 Forrester Research, Inc. Reproduction Prohibited

Start with a customer journey map

Source: July 2012 “How To Get Value From Customer Journey Maps” report.

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Page 39: New Approaches to Cross-Channel Interactions · How the consumer is transforming 1. Mobile mind shift 2. Engagement across the life ... Mobile Internet users (people) ... Product

© 2012 Forrester Research, Inc. Reproduction Prohibited

Build a digitally savvy organization

Source: October 2012, “Building The Agile Organization” Forrester report

BALANCE DIVISIONAL AND FUNCTIONAL ORGANIZATION IN DIGITAL MARKETING

Page 40: New Approaches to Cross-Channel Interactions · How the consumer is transforming 1. Mobile mind shift 2. Engagement across the life ... Mobile Internet users (people) ... Product

© 2012 Forrester Research, Inc. Reproduction Prohibited

Develop & scale emerging capabilities

Source: March 2013, “Take A Startup Approach To Develop Customer Relationships” Forrester report

BUILD A MARKETING TECHNOLOGY OFFICE TO INCREASE YOUR TECH IQ

Page 41: New Approaches to Cross-Channel Interactions · How the consumer is transforming 1. Mobile mind shift 2. Engagement across the life ... Mobile Internet users (people) ... Product

© 2012 Forrester Research, Inc. Reproduction Prohibited

Build a marketing technology roadmap

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Page 42: New Approaches to Cross-Channel Interactions · How the consumer is transforming 1. Mobile mind shift 2. Engagement across the life ... Mobile Internet users (people) ... Product

© 2012 Forrester Research, Inc. Reproduction Prohibited

Back at your desk

Map technology to customer journeys

Bring marketers, marketers, and technologists together

Review or build your technology roadmap

Page 43: New Approaches to Cross-Channel Interactions · How the consumer is transforming 1. Mobile mind shift 2. Engagement across the life ... Mobile Internet users (people) ... Product

Thank you

Rob Brosnan

+1 212.857.0734

[email protected]

@brosnaro