Customer Experience Matrix

NOVEMBER 24, 2016

From a journey orchestration perspective, the most interesting of these are Decision Strategy Manager and Event Strategy Manager, because they’re the pieces that select customer treatments. Event Strategy Manager lets users define events based on data patterns, such as three dropped phone calls within a week.

Enterprise Management 120

Enterprise Management Work Management Marketing Management Marketing Automation Services 120

Customer Experience Matrix

SEPTEMBER 28, 2017

The AgilOne event was invitation-only while the London presentation was open to any conference attendee, although BlueVenn did personally invite companies it wanted to attend. The AgilOne audience were all retailers, not surprisingly given AgilOne’s focus and the relation of the event to Shop.org. Broader awareness of CDP.

Multi-Touch Attribution 136

Multi-Touch Attribution Marketing AI Work Management Marketing Management 136

Customer Experience Matrix

OCTOBER 29, 2023

* ingest data from all sources, retain all details, keep the data as long as desired, build unified profiles, share the profiles with any other system, and enable real-time event-triggers and profile access.

Marketing Management 177

Marketing Management Ideal Customer Profiles Profiling Vendors 177

Customer Experience Matrix

JULY 1, 2023

The theory was that AI can only be trained on historical data so it will flounder when faced with unexpected events – which are increasingly common. I briefly thought that people might do better than machines at adapting to rapid change. But, let’s face it: humans also flounder in the face the unexpected.

Best Practices 177

Best Practices Work Management Differentiation Marketing Management 177

Customer Experience Matrix

JANUARY 1, 2019

The other approach looks at the timing of funding events. It includes events that happened before a vendor joined the industry. One looks at aggregate funding for all industry vendors; this grows as new vendors are added, regardless of when the funding took place.

Marketing Management 215

Marketing Management Paid Search Agency Vendors Acquisitions 215

Customer Experience Matrix

JUNE 2, 2016

Rules can be triggered by events or executed on schedule. But Usermind still looks JOE-ish because it’s capturing events that occur naturally, not creating its own events like messages in a nurture flow. Each rule has selection conditions and one or more actions to take if the conditions are met.

Marketing Automation Services 120

Marketing Automation Services Work Management Marketing Management Rules 120

Customer Experience Matrix

AUGUST 14, 2014

These firms scan company Web sites, social media, news sites, directories, and other sources to identify companies, extract attributes like revenue, growth rates, and technologies used, and flag events that might indicate a sales opportunity, such as opening a new office, launching a new product, or hiring new management.

Lead Ranking 120

Lead Ranking Work Management Marketing Management Lead Scoring 120

Customer Experience Matrix

DECEMBER 10, 2013

Woopra stores its data as a combination of customer attributes and time-stamped individual events. The event data lets it report on individual movement through funnel stages, performance of start-date cohorts, and paths through a Web site or app, in addition to the usual profile reports.

Ideal Customer Profiles 120

Ideal Customer Profiles Analytics Top of Funnel Marketing Management 120

Customer Experience Matrix

MAY 21, 2015

Perhaps inspired by the venue, the Teradata folks did a lot of (metaphorical) kimono opening at the event, detailing their product plans in ways I rarely see in public. I was barely home from Vegas before I headed up to Boston for HubSpot ’s Open House, a small event for primarily for business partners. No jousting there, either.)

Resource Management 120

Resource Management Hubspot Marketing Automation Services Enterprise Management 120

Customer Experience Matrix

JULY 3, 2013

More puzzling was Venntive’s decision to include a full accounting system and a community management features such as private discussion forums, Wikis, events, and custom fields for groups within its database. They can include social sharing buttons, surveys, event links, contact data, or dynamic content selected by embedded if-then rules.

Small Business Marketing 120

Small Business Marketing Marketing Automation Services Communities Lead Ranking 120

Customer Experience Matrix

APRIL 19, 2017

As it happens, airline technology vendor Sabre published a survey of airline executives just before the event. Last week’s passenger-dragging incident at United Airlines left many marketers (and other humans) aghast that any company could purposely assault its own customer.

Marketing Management 198

Marketing Management Ethics Loyalty Customer Surveys 198

Customer Experience Matrix

SEPTEMBER 18, 2023

In fact, the CDP Institute’s RealCDP requirements include real-time access to profiles and real-time event triggers. Real-time processing is a high priority for most users: mixed. Real-time processing is commonly cited as an important CDP capability.

Enterprise Management 177

Enterprise Management Work Management Marketing Management Lead Ranking 177

Customer Experience Matrix

JULY 22, 2011

Both events mark a continued expansion of their product. The main feature of Performable is an ability to define “events”, which can be page visits, form submissions, or other Web behaviors. Events and connectors make it easy to build a central database of customer behavior.

Hubspot 120

Hubspot Marketing Automation Services API Salesforce.com 120

Customer Experience Matrix

JUNE 13, 2016

It then enhances the contact and account data with attributes, events, and intent from the usual ABM data vendors. Recipes can be driven by real time events (“send a task to CRM if a decision-maker requests a meeting”) or by scheduled processes (“check daily for new accounts without a decision-maker and fill any gaps you find.”)

Account Based Marketing 120

Account Based Marketing Marketing Automation Services Work Management Buy 120

Customer Experience Matrix

DECEMBER 1, 2014

When I first spoke with Radius just over one year ago, the company had already pivoted from its initial concept as a mobile app to connect consumers with local business events, to building a comprehensive list of small businesses and their attributes. If that’s what you want, take a closer look.

High Quality Lead 120

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

Customer Experience Matrix

APRIL 5, 2011

and specify how to treat each group after common events such as placing an order. They then define the flow of events within each scenario, with the possible responses for each event for each customer state. But Whatsnexx doesn’t import all the events that occur in other systems and it doesn’t send messages by itself.

Work Management 120

Work Management Campaigns Salesforce.com Marketing Automation Services 120

Customer Experience Matrix

OCTOBER 29, 2017

The roadmap is also impressive, including automated segment discovery and autonomous agents to find next best actions.

Enterprise Management 212

Enterprise Management Marketing Management Paid Search Agency Ad Frequency 212

Customer Experience Matrix

OCTOBER 14, 2014

They can use any information in the system database: there is no distinction between events like email opens and attributes like customer address. Event-triggered messages can execute continuously, although the system doesn’t support true real-time interactions because of delays in loading data from external sources.

Enterprise Management 120

Enterprise Management Work Management Marketing Management Multi-Channel 120

Customer Experience Matrix

MAY 25, 2016

As its name implies, Spiderbook scans Web and social sites for information about company and individuals' behaviors and events. As usual with Demandbase, this is both a logical extension of their current business and major increase in the value offered to its clients.

Account Based Marketing 0

Account Based Marketing DemandBase Eloqua Buy 0

Customer Experience Matrix

MARCH 18, 2018

Often this can still be quite simple, such as a change in Web site personalization (involving just one channel for both source and delivery), an event-triggered email, or a prioritized contact list for sales teams.

Ideal Customer Profiles 136

Ideal Customer Profiles Barriers Analysis Trigger Marketing 136

Customer Experience Matrix

AUGUST 13, 2013

Corporate marketers can build campaigns with multiple events, create landing pages, capture revenues and costs, distribute leads with complex routing rules, score leads on behaviors and salesperson ratings, and measure performance. The system can also integrate with event management software and Google AdWords.

Marketing Automation Services 120

Marketing Automation Services Advertising Agencies Marketing Management Marketing Automation 120

Customer Experience Matrix

APRIL 25, 2013

Causata is particularly strong in the data management department, accepting both batch and real-time data feeds and storing data as different types of events (email sent, Web site visit, call center interaction, etc.), Prebuilt QlikView reports show the predictive power of different variables for user-specified events.

Marketing Automation Services 120

Marketing Automation Services Work Management Marketing Management Class 120

Customer Experience Matrix

DECEMBER 16, 2018

In any event, if the correlation between CDP adoption and buying cycle complexity is valid, it's a useful tool for assessing how easily CDP vendors can penetrate new marketers. That is surely a helpful thing to have.

Enterprise Management 278

Enterprise Management Work Management Marketing Management Marketing Automation Services 278

Customer Experience Matrix

DECEMBER 14, 2009

The campaign calendar lays out of scheduled events by all voices over time, and is color-coded to show whether a particular event has already been delivered, is ready to go, or still needs approved content. Users can drill into an event to add the content itself including bit.ly links for each event. As the bit.ly

Social Media 120

Social Media Paid Content Enterprise Management Work Management 120

Customer Experience Matrix

JANUARY 29, 2009

It turns out that stream processing is one type of “complex event processing,” a field which has attracted some very smart but contentious experts. To see what I mean, check out Event Processing Thinking (Opher Etzion) and Cyberstrategics Complex Event Processing Blog (Tim Bass). This is clearly not a group to mess with.

Process 120

Process Work Management Marketing Management Vendors 120

Customer Experience Matrix

FEBRUARY 2, 2018

These include ability to scan for events and issue alerts; handling of offline as well as online identity data; and specialized functions to comply with the European Union’s GDPR privacy rules. Other Celebrus features are found in some but not most CDPs, so they’re worth noting if they happen to be on your wish list.

Ideal Customer Profiles 136

Ideal Customer Profiles Profiling Enterprise Management Marketing Management 136

Customer Experience Matrix

APRIL 1, 2013

In any event, I did manage to spend most of the conference in my own comfort zone of analyzing Infusionsoft’s business. The primary sources of new customers are still offline: referrals, partners, events, and direct mail. It’s a tall order, but there’s some serious missionary zeal at every level, so they might just succeed.

Small Business Marketing 120

Small Business Marketing Marketing Automation Services Conference Marketing Management 120

Customer Experience Matrix

JUNE 17, 2016

On the other hand, the playbook sequences lack the event-based branching available in most marketing automation nurture flows. And it embeds Spark machine learning to build churn and upsell predictions, soon to be extended to other predictions such as willingness to give references or participate in case studies.

Automation 120

Automation Marketing Automation Services Lead Ranking Trigger Marketing 120

Customer Experience Matrix

OCTOBER 22, 2009

Campaigns can be executed manually by the user or triggered by selected events including completion of a form, selecting a specific answer within a form, completing a step in a multi-step marketing campaign, or reaching a score threshold. Each scoring rule can incorporate Web activity, campaign events, form responses and static data.

Enterprise Management 120

Enterprise Management Work Management Marketing Management Marketing Automation Services 120

Customer Experience Matrix

JUNE 3, 2017

Customer data is organized into profiles and events, which lets the system store nearly any type of information without a complex data model. Data: SessionM can gather customer behaviors on Web and mobile apps from its own tags or using feeds from standard Web analytics tools.

Loyalty 120

Loyalty Enterprise Management Ideal Customer Profiles Work Management 120

Customer Experience Matrix

OCTOBER 7, 2017

Moreover, this type of attribution applies primarily to near-term events such as purchases or some other easily measured conversion. This means driving more people to the Web site won’t improve results because the new visitors are poor prospects.) Guiding lifetime journey orchestration requires something more subtle.

Marketing AI 168

Marketing AI Work Management Marketing Management Marketing Analytics Tools 168

Customer Experience Matrix

APRIL 13, 2017

Of course, the system still has some standard events shared by all clients, such as orders and customer service calls. In practical terms, it means Monetate can give each client a unique data structure, can rapidly add new data types and individual pieces of data, and can maintain a complete, up-to-the-moment profile for each customer.

eCommerce 120

eCommerce Personalization Ideal Customer Profiles Marketing Management 120

Customer Experience Matrix

FEBRUARY 19, 2018

But it looks much more closely at the sequence of events, which requires different technical approaches to deal with the higher resulting complexity. Like marketing mix and next best action methods, journey analysis examines individual-level interactions to find larger patterns and to identify optimal choices for reaching specified goals.

Allocation 120

Allocation Paid Search Agency Analysis Comparison 120

Customer Experience Matrix

MARCH 8, 2011

David will cover a number of factors to consider to know before you buy, including: • The non-technology factors you must have in place to be successful • Why your lead management program should drive your implementation • How to organize the marketing department for success f you’re interested but can’t attend the live event, register today and we (..)

Marketing Automation 120

Marketing Automation Webinar Metrics Automation Purchase 120

Customer Experience Matrix

MARCH 2, 2015

These include Salesforce.com for CRM, InsideView and FullContact for data enhancement, Twilio for text messaging, Lob for postcards, Segment for event tracking, and GoodData for reporting. AutoPilot has spent much of the past 18 months making the system easier to use and now has handful of actual integrations available.

Multi-Channel 120

Multi-Channel Marketing Automation Services Enterprise Management Marketing Management 120

Customer Experience Matrix

MAY 18, 2010

I don't happen to have a suitable event upcoming to actually test this against, but perhaps someone out there could give it a try and share the results? These could offer a book, Webinar, white paper or something else; what matters is which value proposition is more attractive, which would be measured simply through the open rate.

Open Rate 120

Open Rate Paper Tagging Display 120

Customer Experience Matrix

OCTOBER 4, 2011

Provides multi-step, event-triggered campaigns, content creation, asset management, and multi-media output including Web-to-print. Sister company offers printing, direct mail and physical fulfillment. Cleveland-based with mostly local clients. BFC – a hosted system tailored for central control over local marketers, such as franchisees.

Marketing Automation Services 120

Marketing Automation Services Digital Asset Management Enterprise Management Marketing Automation 120