Realtime Marketing

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Real
Time
Marketing
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Tools & Technologies
24th Jan 2016 Kolkata

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Session-1
• Real Time Marketing Concepts, tools, &

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technologies –

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How
Real Time
Marketing
is carried
out?
What are the tools and technologies used?

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What the future holds in the areas of the tools

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and
technologies?

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Role Profiling

Part 2

What are the exact roles people will play in Real Time

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Marketing?


Task Profiling and Trends Mapping – What are the

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typical tasks that will come to People involved in Real Time
Marketing and what are the challenges they will face? How

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the nature of tasks and the challenges are going to change

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over the next 10 years?


Competency Profiling – What are the essential

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competencies to work in Real Time Marketing roles? how

Session 2 ctd
• Test yourself –

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Do you have what it takes to get into Real Time

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Marketing?

Which educational qualifications will help you to

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acquire the right skills and knowledge?

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Real Time Marketing Concepts,
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tools,
& technologies
Session
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Master

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Real Time Marketing?
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Real Time Online Marketing
• 40 percent of all consumer spending online is based
on impulse buys.

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• 75 percent of survey participants agreed that a special
sale price would encourage an impulse buy.

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• Website visitors may see a pop-up ad that corresponds
to the product he or she is looking at online -- a realtime offer based on the users' preferences and web
history.

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Why Real Time Marketing
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• Traditional Mass marketing -3 to 5 percent Success Rate

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• Event triggered marketing - 10 to 20 percent.

• Right Real time marketing to the -Segment of one

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– using customer context, data and analytics -comes in at a 40 percent success rate or More

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RTM- Engagements
• Real-Time Marketing Styles and Strategies

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• Social Media - Post comments, news, deals, coupons, specials and information about exclusive
deals on social media websites

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• Search Engine Ads - Advertisements that appear on major search engines such as Google,
Yahoo! or Bing in response to specific keywords or topics.
• Banner Ads - Banner ads appear online in response to specific search engine keywords, which is
called real-time bidding.

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• Email Campaigns - Emails sent to clients or members on a regular basis about news,
information or promotions.

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• Text Messages & Notifications - Send real-time text messages for customers who “opt in” for
these special text messages.

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RTM- Technology
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Getting
RTM Technology
to Work
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# Managing Data in Real time
# Responding
Real style
time
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Marketing Technology
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The Multi-Category Marketing
Clouds/Platforms/Suites

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Challenge-Knowing and Engaging the
Anonymous visitors resulting
of inbound marketing campaigns implies
Anonymous
high acquisition costs resulting in low ROI’s

Paid
Search

Email
Campaig
ns

Referrals
/ Ad
networks

Social
Campaig
ns

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Organic
Search

Display
Networks

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Conversion Funnel rates
( approx)

Customers - <5%

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Most popular web analytics provide visitors data as count and not at individual level –
Therefore one does not have any information about the Identity, Behaviour or Intent of
the Anonymous visitors

Other
Paid
Mediums

Customers are in Omni Channel
Today’s Customer interacts, compares and transacts with brands
through multiple channels – and their behaviour across channels is
different.

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But each channel stores data
The behavioural data of every individual customer resides in multiple
separately
systems thereby creating data silos

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Web Analytics

Campaign Management

Social Media

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Customer

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Transactions

Engagement & Loyalty

Customer Relationship
Management

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No 1 Challenge-Bringing customer and data together
Integrate all customer data sources to provide unified profiling across
channels and processes. Unlike traditional systems, where systems are
one way and do not do not talk to each other

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Website Data

*
Transaction Data

Social Data

CUSTOMER

CRM Data*

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Mail Data
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Point of Sales*

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Data from these sources are connected using

Customer DNA Profile
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ARCHITECHTURE OVERVIEW

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SALES AND
MARKETING
MARKETING
TEAMS
TEAMS
ON
ON Lead
Lead
CUSTOMER
CUSTOMER
GENERATION
GENERATION

CUSTOMER
CUSTOMER SUPPORT
SUPPORT
TEAMS
TEAMS WORKING
WORKING ON
ON
CUSTOMER
CUSTOMER
ENGAGEMENT
ENGAGEMENT AND
AND
RETENTION
RETENTION

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AUTOMATION

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ANALYSTS,
ANALYSTS, DECISION
DECISION
SYSTEMS, CUSTOMER
VALUE,
VALUE, MARKETING
MARKETING
ROI
ROI

DASHBOARDS
DASHBOARDS AND
AND
PERFORMANCE
MONITORS
MONITORS FOR
FOR
LEADERS
LEADERS

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Generating a 360 degree view of the Customers
Journey
With all data sources connected, Plumb5 can tag customer data across
various sources & touch points using unique identifiers and it can get a
Unified 360-view of each individual customer- All in Real time.

Sample View report
depicting the 360-view of a
single customer while he is
in session

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Name
Email id
IP Address
Machine id
Location
Network
Browser/OS
Geo location
Past Sessions
Page Views & Click stream
Past Transactions
Recency
Frequency
Social & Demographic
Profile
Sentiments
Click stream
CRM Connects
Transaction History
Visitor flow across site
Customer Intent Scores
Margin
Acquisition Cost
Retention Cost

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Real Time Marketing Automation
The ability to personalize content based on segments to enable
visitor identification, lead conversion, Drive Loyalty & Ensure
Retention

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automation
workflow to deliver
messages, engagements based on user behavioural
parameters

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100
Behavioural triggers can be chosen form a combination of
over 100 tracking parameters
!
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Possibilities

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Rules Based Targeting

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Identifying the behaviour of the invisible
Plumb5 provides n=1 analytics
and tracks all behavioural data of all
customer
users including the anonymous ones, which can be used to assess
purchase intent.

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• Name tagging possible with CID integration – done from the transaction platform
• Tagging of anonymous visitors by behavioural parameters
• Unique Tag generated for each visitor using proprietary methods

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Identifying the intent of invisible
Plumb5 quantifies user’s behaviour on key parameters to identify
customers
engagement & purchase intent of anonymous users

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Ability to customize visitor scoring
based on the behavioural parameters
and user behaviour

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Leveraging on invisible customers
Plumb5 provides n=1 behavioural data of all visitors and also tracks
intent based on the behaviour.

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Suitable engagements
in real time
can
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be enabled to increase conversions and customer
experience

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Because there’s always the danger of losing your customer
to your competition

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Intervention &
Most analytics tools – however fast or accurate are still one way
Action
systems and
can only provide data points or insights. Analytics

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without the capability to engage or act on visitor needs in Real Time
leads to opportunity loss

So what is real time engagement and personalization?

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to serve
to entice

Ability to reach
out and talk to
visitors, when
they are online

Information in real
time

and convert
window shopper

Ability to provide
recommendation
or suggestion

Ability to provide a
great customer
experience

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Ability to answer a
question or query
instantly

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Engagement & Personalization Channels
Plumb5 provides the ability to Personalize content , messaging, offers and
enticements through a combination of Banners, Forms, Chat & email
channels

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Widget/ Banner Based
Personalization:
Can be used as offers,
coupons, content
recommendation, product
suggestions or Messaging

Form Based
Personalization:
Can be used as Lead gen
forms, surveys, reviews,
ratings, feedback, Asks ,
offers or Messaging

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Chat Based
Personalization:
Can be used Recommendation,
Suggestions or Customer
Support

Drip based Custom
emails:
In built Campaign
Management & Lead
Management to engage,
nurture & empower
prospects

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Personalization Examples

Location Based
Personalization

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Source Based
Personalizatio
n

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Personalization – Examples for
FOR VISITOR TYPE: CUSTOMER
customers

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Hi Linda,

Want to Retire Early?

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We have an exciting
plan
for you
INTERESTE

D?

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Note : For customer identification, we need to integrate with existing CRM

Suggestions, Recommendations &
Customer Support

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Real time
suggestions
&
recommendat
ions

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Because knowing your regular customers helps in
up-selling and cross-selling

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Customer Retention & Loyalty?
Most inbound marketing activities may drive the customer to the site or
POS once, but what will make him come back is the context of customer
experience. Good customer conversations and experiences lead to
happier customer
Real time marketing elements that impact customer retention

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Convenience

Agility

Empathy

Opportunity

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Ability to make a
customer’s
experience easier.

Ability to reach
out to a
customer/visitor
in a fastest
possible way to
guide through or
resolve problems

Ability to identify
with the user
needs – based on
customer stage,
social dynamics
and past
interactions

Ability to identify
up sell & cross sell
opportunities. And
provide the right
product , brand,
recommendation
or suggestion

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Retention & Loyalty

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Ability to
understand
the customer
across
channels and
across their
lifecycle

Unified
Visitor
behaviour

Listening
&
engaging
with
customers

Approaching the
customer at the
right time.
Anytime before
is intrusive –
anytime after is
of no use

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Ability of the
website or a
channel to adapt
to the users need
and not otherwise
– great customer
experience starts
with user
convenience

Personalizi
ng
Experience

Faster &
real time
engageme
nt

Never miss an
opportunity! Real
time engagement
with audience
enthuses
confidence
&affinity

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Measure and fine tune conversion Goal
Measure fine tune your goals with Reverse Goal Path analysis – based on
Paths
last url. Engage your customers if they are deviating from the goal path.

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Measure your content for effectiveness
The content marketer can perform split tests or multi-variate tests using
simple embed widgets

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Manage your customers socially
The social marketer can broadcast, advocate and run conversion
campaigns to their social audience along with measuring social
effectiveness

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Real Time Business
Intelligence
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Enable Prescriptive Views Dash boards
Work with the marketing team to segment customers and setup
workflows for acquisition and retention campaigns customized on
the user dashboard

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Future- Context Awareness
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Careers
ClickRoles
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RTM
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RTM Skill Areas


Data Analytics



Marketing Applications



IT Operations:



Software development:



Web Mechanics: Thorough and
up-to-date understanding of
web publishing systems, web
development and related
capabilities.





Content Marketing:
Understanding the content
marketing lifecycle.

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Lead nurturing, lead scoring,
content management and
content delivery activities;



Social and Mobile Platforms:
Understanding relevant APIs,
mobile apps, advertising and
business capabilities, and
monitoring/management
tools;

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Technology Selection



Advertising Networks

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Real-Time Marketing Education
• Marketing- Digital Tech

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• Data Driven Marketing Techniques

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• Data Analytics and Scoring

• Enterprise Information technology- CRM, E-Commerce &

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Mobile

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• Social Media Content and Analytics Skills
• Design and Web Development

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Marketing Technologist
KEY QUALIFICATIONS:

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• 5+ years
managing marketing technology including, but not limited to,
CRM, marketing automation, content management and marketing
resource management applications;
•Experience integrating marketing applications with other enterprise
applications, as well as internal and external data sources;
•Outstanding data analysis and presentation skills, including experience
deploying self-service capabilities in campaign management and
reporting/BI tools;
•Ability to manage multiple projects and deadlines;
•Demonstrated ability to combine strategic thinking with
•effective tactical execution;

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Marketing Technologist


Team leadership and project management experience, especially
cross-disciplinary and cross-organizational teams;



Familiarity with the latest marketing technology trends, as well as
established marketing/technology best practices;



A well-rounded background that includes marketing planning and
strategy; business process design and review; marketing
workflows; and behavioral marketing principles;

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Comfortable working with multiple enterprise stakeholders,
including senior business, finance, marketing, IT and operations
executives.

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Real Time Marketing
Managers

A marketing manager

Educational

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Marketing
manager
needs a

understands how to

design and execute strategic

degree in marketing. Experience

with traditional
real-time
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real-time marketing plans as well
as traditional marketing

marketing as well as an in-depth
understanding of automatic data

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collection
and reporting
are

campaigns.

In addition, a marketing manager

necessary in order to create a

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cutting-edge
online
marketing

has the ability to perform and

understand both quantitative and

program.

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qualitative research and data in

Interactive Designer
A degree in computer science or web design is necessary in

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order to have the skills to design the elements of real-time
marketing campaign, such as banner ads, texts, emails,

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newsletters, and online ads.
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While experience
is useful
in this position,
a bachelor’s
along with a solid understanding of the technology and an

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ability to create
an appealing,
easy-to-navigate
website and
App is important.

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Social Media Manager
Education/Experience- Since this is a relatively new

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field for many companies, the ideal candidate will

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have extensive experience on the various social
media websites in a business context and know

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how to use the sites effectively for marketing

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purposes. Many companies require a degree in
marketing for this position.

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