Customer Experience Matrix

OCTOBER 27, 2006

This study looked at several types of software, not just CRM. Access Markets International (AMI) Partners ( www.ami-partners.com ) published “Mid-Market CRM: Vendor Strategies for a New Frontier”, which found only 35% of mid-sized companies have an existing CRM installation. Click here for details.

CRM 120

CRM Vtrenz Marketing Automation Services Marketing Management 120

Customer Experience Matrix

DECEMBER 19, 2017

If we allow that a deployed CDP could be present in companies where one customer-facing system does almost everything or the customer facing systems are connected to marketing automation or CRM, then 74% of the deployed CDPs are covered. I’ve compared these results below with several other surveys that asked similar questions.

Marketing Automation Services 136

Marketing Automation Services Customer Surveys Planning Comparison 136

Customer Experience Matrix

AUGUST 25, 2016

Many can also push messages to other channels via marketing automation or CRM integration. Differentiators include: channels supported (display advertising, social advertising, CRM, marketing automation, email, direct mail, telemarketing, text, mobile apps, content syndication, etc.)

Marketing Automation Services 120

Marketing Automation Services Work Management Marketing Management Account Based Marketing 120

Customer Experience Matrix

NOVEMBER 9, 2015

In particular, its finding new market segments that clients might enter – something different from simply scoring leads that clients present to it or even from finding individual prospects that look like current customers. This is based on combining the CRM data with Radius’ own massive database of information about businesses.

Lead Ranking 120

Lead Ranking Lead Scoring Work Management Marketing Automation Services 120

Customer Experience Matrix

JUNE 13, 2016

ZenIQ assembles account data from a company’s CRM, marketing automation, and Web systems; supplements this with account and contact information from external sources; assesses the current state of each account; and takes actions to improve that state. I was disappointed but figured it was just another case of expectations outpacing reality.

Account Based Marketing 120

Account Based Marketing Marketing Automation Services Work Management Buy 120

Customer Experience Matrix

MARCH 16, 2012

My original reaction was “I told you so”, since I’ve been talking about the convergence of CRM and Web site management for years. Just to clarify my argument, the case for convergence between CRM and Web site management boils down to the fact those are the two main systems that companies use to interact with consumers.

Salesforce.com 120

Salesforce.com Enterprise Management Marketing Automation Services Marketing Management 120

Customer Experience Matrix

DECEMBER 1, 2014

Fast-forward twelve months and the company has again adjusted its offering, now presenting itself as a “marketing intelligence platform” that helps business marketers find prospects who are similar to their current buyers. New clients are deployed in 24 hours, including the time to import CRM data and calculate success rates by attribute.

High Quality Lead 120

High Quality Lead Small Business Marketing Ideal Customer Profiles Lead Ranking 120

Customer Experience Matrix

JUNE 5, 2013

In any case, SAP did tell a good story: real-time interactions seamlessly presenting customers with consistent information, dialogues, and purchases across all channels, with a central role for the Web. As SAP pointed out, it''s a customer-centric view of the world, quite different from the operational focus of traditional CRM.

Work Management 120

Work Management Marketing Management Marketing Automation Services Salesforce.com 120

Customer Experience Matrix

SEPTEMBER 17, 2006

The technical name for this type of model is a Markov chain, which is defined by www.computeruser.com as “A random process in which the probability that a certain future state will occur depends only on the present or immediately preceding state of the system, and not on the events leading up to the present state.”

CRM 120

CRM Lead Ranking Terms and Conditions Aggregators 120

Customer Experience Matrix

NOVEMBER 6, 2017

It does this by placing a tag on client Web sites to identify visitors and track the content they consume, and then connecting client CRM systems to find which visitor companies ultimately made a purchase (or reached some other user-specified goal). Its specialty is measuring the impact of marketing content on long B2B sales cycles.

Marketing AI 120

Marketing AI Click Fraud Paid Search Agency Allocation 120

Customer Experience Matrix

NOVEMBER 3, 2018

I’ve presented three different types of CDPs but hope the differences in what they do and which you’d want are fairly clear.** Some of these also provide delivery functions – examples include marketing automation, CRM, and ecommerce platforms. There are some extra cost and effort involved but in some situations they're worth it.

Marketing Automation Services 325

Marketing Automation Services Work Management Marketing Management Multi-Channel 325

Customer Experience Matrix

APRIL 13, 2016

The treatments are usually executed through external systems such as email service providers, CRM, or Web content management. There are prebuilt API connectors for Salesforce.com CRM, Microsoft Dynamics CRM , and SAP Cloud for Customer. The systems also assemble the unified customer database needed to track customer journeys.

Marketing Automation Services 120

Marketing Automation Services Work Management Ideal Customer Profiles Marketing Management 120

Customer Experience Matrix

JUNE 3, 2017

It can also ingest data from other sources such as a Customer Data Platform or CRM system. At present, users have to control this manually through campaign and message rules. The system can generate presentation-ready messages or send data elements for the delivery system to transform into the published format.

Loyalty 120

Loyalty Enterprise Management Ideal Customer Profiles Work Management 120

Customer Experience Matrix

JUNE 27, 2014

When it gets a new client, it loads that company’s own customer list and sales from its CRM system, finds those companies and individuals in the Fliptop database, enhances their records with Fliptop data, and uses the combined information to build a predictive model that identifies the likelihood of someone making a purchase.

Lead Ranking 120

Lead Ranking Lead Scoring Marketing Automation Services Reachforce 120

Customer Experience Matrix

MAY 21, 2015

On the other hand, Tereadata seems to have something of a blind spot regarding advertising and anonymous customers: I got mixed messages from the various Teradata presentations about whether it considers support for paid media as part of its marketing applications. Teradata itself sees its primary differentiator as analytics.

Resource Management 120

Resource Management Hubspot Marketing Automation Services Enterprise Management 120

Customer Experience Matrix

JUNE 17, 2016

In fact, Strikedeck referred to itself as “customer success automation” in an early discussion I had with them, although they don’t seem to be using that positioning at present. But Strikedeck goes beyond standard marketing automation in a couple of key ways.

Automation 120

Automation Marketing Automation Services Lead Ranking Trigger Marketing 120

Customer Experience Matrix

MAY 4, 2010

But it’s an unusual feature for a demand generation system, which typically defers to CRM for managing interactions with individuals. But it may be relevant that most Act-On installations do not integrate with an external CRM system. Tags: crm demand generation marketing automation social media twitter.

Act-On 120

Act-On Marketing Management Marketing Automation Services Features 120

Customer Experience Matrix

OCTOBER 14, 2016

And it integrates with advertising and Web analytics data on one hand and social listening, marketing automation, and CRM on the other. It doesn’t currently do identity resolution to build unified customer profiles, but is moving in that direction. This isn't to say that Datorama lacks focus.

Work Management 120

Work Management Marketing Management Analytics Paid Search Agency 120

Customer Experience Matrix

NOVEMBER 5, 2015

I don’t know how much of Teradata’s revenue comes from its on-premise products or how many new licenses it has sold recently; based on the information presented above, the business may be shrinking. IBM and SAS are really the only other major competitors here, although Oracle and SAP are also contenders. You heard it here first.

Enterprise Management 120

Enterprise Management Planning Marketing Management Marketing Automation Services 120

Customer Experience Matrix

SEPTEMBER 28, 2017

I escaped from my cave this week to present at two conferences: the first-ever “Customer Data Platform Summit” hosted by AgilOne in Los Angeles, preceding Shop.org, and the Technology for Marketing conference in London, where BlueVenn sponsored me. There were some interesting developments. There were some interesting developments.

Multi-Touch Attribution 136

Multi-Touch Attribution Marketing AI Work Management Marketing Management 136

Customer Experience Matrix

JULY 15, 2013

It lacks the Salesforce.com integration of B2B systems (due early next year), the lightweight CRM of micro-business systems, and the lead scoring and distribution of both. It presents these to Vocus clients with an interface that suggests a reaction but lets users decide how to reply or repost across several social channels.

Marketing Automation Services 120

Marketing Automation Services Marketing Automation Marketing Management Social Marketing 120

Customer Experience Matrix

JUNE 19, 2015

Open source has been successful in related applications including analytics (R, Jaspersoft, Pentaho), CRM (SugarCRM, vTiger) and Web content management (WordPress, Joomla, Drupal). Users are presented with a free-form canvas to build emails or Web pages, with the usual controls for fonts, colors, inserted images, URL links, etc.

Marketing Automation Services 120

Marketing Automation Services Marketing Automation Work Management Automation 120

Customer Experience Matrix

JULY 10, 2013

By contrast, the fourth trend seems to be driven by recognition that small business presents a huge opportunity. You can also think of Optify as having worked its way down from the top of the funnel (SEO) to the middle (marketing automation) and towards the bottom (CRM). I guess I should send them a t-shirt or something.

Demand Generation Agencies 120

Demand Generation Agencies Marketing Automation Services Paid Search Agency Small Business Marketing 120

Customer Experience Matrix

DECEMBER 4, 2012

Lead scoring rules can consider response to system-generated documents, such as proposals and presentations, arguably allowing more accurate scoring than other systems. Integrations with ACT! And Saleslogix are under development.

Marketing Automation Services 120

Marketing Automation Services Paid Search Agency Marketing Automation Advertising Agencies 120

Customer Experience Matrix

FEBRUARY 27, 2013

This is pretty much consistent with a presentation last week by Oracle CEO Mark Hurd, along with Payne and Oracle EVP for Product Development Thomas Kuria. Oracle’s presentation showed they understand this quite clearly, and see exactly how Eloqua contributes to a solution. A true B2C system can accommodate any data model.

Eloqua 120

Eloqua Marketo Marketing Automation Services Marketing Management 120

Customer Experience Matrix

AUGUST 20, 2012

An item present in every system would have a score of 2.0. Less predictably, there’s little change in reporting, CRM integration, database design, features targeted at ease of use, content creation, and pricing models. Items with the greatest change in average score are the ones that vendors are adapting most rapidly. Stay tuned.

Marketing Automation Services 120

Marketing Automation Services Marketing Management Vendors Marketing Report 120

Customer Experience Matrix

MARCH 25, 2009

But as the two departments become more intertwined, this will increasingly be an anachronism that presents an obstacle to success. So are independent demand generation systems doomed to be assimilated into larger CRM products? Tags: crm salesforce.com lead management sales automation demand generation.

Demand Generation Agencies 120

Demand Generation Agencies Demand Generation Demand Salesforce.com 120

Customer Experience Matrix

MARCH 4, 2014

API integration with CRM and marketing automation systems also lets those systems assign businesses to the target lists. The move down-funnel makes particular sense because it leverages the known individuals present in the marketing automation database.

Top of Funnel 120

Top of Funnel Advertising Funnels Paid Search Agency Display 120

Customer Experience Matrix

JUNE 2, 2009

CRM vendor RightNow offers something similar under the label of Cloud Links. - These can be loaded into sales and CRM systems to make them easily accessible. InsideView is already integrated with major CRM vendors and with the Marketbright demand generation system. add social media data to prospect profiles.

Demand Generation Agencies 120

Demand Generation Agencies Demand Generation Marketing Automation Services Marketing Management 120

Customer Experience Matrix

NOVEMBER 16, 2011

A simple marketing automation deployment might integrate only with CRM. Present this information in a table with record counts and transaction volumes so it can be used to size and price your solution. Data sources: describe the internal and external systems that will feed your marketing automation platform.

Work Management 120

Work Management Marketing Automation Services Marketing Management Vendors 120

Customer Experience Matrix

DECEMBER 8, 2011

Importing social data: loading social data into the marketing automation database so it can be used for segmentation, analysis, and sharing with salespeople via CRM integration. The list below presents each vendor with a brief explanation of the table entries.

Marketing Automation Services 120

Marketing Automation Services Work Management Marketing Management Social Media 120

Customer Experience Matrix

JANUARY 22, 2013

The investment can be read as validation of Infusionsoft’s strategy of offering unified marketing automation, CRM, and ecommerce exclusively for very small businesses. He said that the new funds will let Infusionsoft grow at about the same 53% pace as last year, compared with the 45% or so they had planned to grow otherwise.

Marketing Automation Services 120

Marketing Automation Services Small Business Marketing Work Management Marketing Automation 120

Customer Experience Matrix

NOVEMBER 18, 2011

It also needs ways to present the information so marketers can easily understand it. They’re also moving past CRM to tap other internal systems like accounting, manufacturing and order processing. This poses a major challenge for some marketing automation vendors, who didn't design their system for sources outside of CRM.

Marketing Automation Services 120

Marketing Automation Services Work Management Marketing Management Paid Search Agency 120

Customer Experience Matrix

AUGUST 28, 2008

This means I have to nail down how I’ll present the results. Key functions including lead scoring, surveys, data enhancement, lead assignment, and CRM integration. Key functions include response capture, data imports including revenue from CRM, response attribution, cross-channel customer data integration, and program cost capture.

Demand Generation 120

Demand Generation Demand Marketing Management Generation 120

Customer Experience Matrix

APRIL 28, 2009

lead transfer to CRM 18 5 8 0 2 2 35 0.94 CRM integration / synchronization 23 4 2 1 3 3 36 0.92 Looking at the table, we see: - virtually everyone (more than 90%) does outbound email, campaign reponse reporting, lead transfer to CRM, and CRM integration. lead transfer to CRM 18 5 8 0 2 2 35 0.94 Web page survey 0.14

Demand Generation 120

Demand Generation User-Generated Content Customer Surveys Lead Scoring 120

Customer Experience Matrix

JULY 30, 2013

My interpretation is that the micro-business sector is the least mature and still presents the greatest untapped opportunity – even if buyers are still limited to the small proportion of business owners who are “tech geeks”. This would leave stand-alone marketing automation as a niche product for mid-tier companies.

Marketing Automation Services 120

Marketing Automation Services Enterprise Management Marketing Management Acquisitions 120

Customer Experience Matrix

FEBRUARY 7, 2016

I've presented the vendors listed in the two review sites below, grouping them based on which site included them and whether I qualified them as relevant to a quest for an attribution vendor.

Marketing Attribution 120

Marketing Attribution Work Management Marketing Management Marketing Automation Services 120