1. 2 3 4 agenda siebel enterprise marketing suite overview solution and architecture review ...
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Agenda
Siebel Enterprise Marketing Suite Overview
Solution and Architecture Review
Customer Case Studies
The Oracle Advantage
Questions & Answers
5
Marketing Pain and Ambition
Executives are losing patience traditional (direct and above-the-line) marketing is ‘not working’ expenditure is huge, results are unproven, processes are inefficient
Consumers demand a richer dialogue they are increasingly cynical and saturated (bombarded with messages) they expect preferences to be respected and loyalty rewarded ‘pray and spray’ marketing destroys relationships as well as brand value,
The marketing function is under pressure it needs deeper customer insight, and faster smarter reactions it needs to align its core processes, across complex eco-systems it must be accountable, for every action taken and every dollar spent
The marketing landscape is changing creativity remains vital, but technology-enabled marketing is now the rage
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Marketing Under Pressure
Priorities• Driving sustained revenue growth and repeat / loyal customers
• Improving marketing accountability and operational efficiency
• Closing the loop, alignment of planning, execution and analysis
• Improving customer insight, and marketing’s ability to act on it
• Building brand, improving multi-channel customer experience
Marketing Is Not Working
Marketers cannot calculate ROI for 40-60% of spendSource: Marketing Leadership Council, 2003 Benchmark Study
Where measurable, 20% of marketing spend is wastedSource: Marketing Leadership Council, 2003 Benchmark Study
Lead generation costs >$100bn, but 40-80% are never acted onSource: Direct Marketing Association, 2002 / Yankee Group: Optimizing Lead Management 2003
Average CMO tenure is 23 months (cf. 54 months for CEOs)Source: CMO Tenure: Slowing the Revolving Door – Spencer Stuart Paper, August 2004
Harsh Reality
Drive growth!Drive growth!
Be effective!Be effective!
Act smarter!Act smarter!
Requirement 1 Increased Alignment and ControlDemonstrate Marketing’s Financial and Strategic Contribution
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Marketing Under Pressure
Customers Are Not Listening
Consumers see over 3,000 (direct/indirect) marketing messages each day. Over 60% cite ‘over-solicitation’ as a reason to defect.
Source: The Right to Remain Silent, Peppers & Rogers, 2004 / HKCSS, White Paper 2005
Average response rates for traditional outbound direct marketing activities just 2.6% Source: The DMA 2005 Response Rate Study
Insight-led, event-triggered dialog is 5-10 times more effective than traditional campaigns in generating profitable responsesSource: The Evolution of Customer Interactions, Gareth Herschel, Gartner, 2004
Harsh Reality
Drive growth!Drive growth!
Be effective!Be effective!
Act smarter!Act smarter!
Requirement 2 More Relevant Customer DialogConsistently Deliver Right Message-Right Customer-Right Time
Priorities• Driving sustained revenue growth and repeat / loyal customers
• Improving marketing accountability and operational efficiency
• Closing the loop, alignment of planning, execution and analysis
• Improving customer insight, and marketing’s ability to act on it
• Building brand, improving multi-channel customer experience
8
Today’s Marketing Landscape Inhibits Success…
Inefficient infrastructure and processes Disparate data sources; poor data quality Siloed applications; cumbersome tools Complex, inconsistent processes Multiple marketing systems across units Disconnected from execution channels One size fits all industries
Limited impact on the business Insight is too little, too late, for too few Poor organizational alignment Slow campaign cycles Mismanaged ‘moments of truth’ Fragmented customer experience Leads fall through the cracks Difficult to close the loop Poor visibility and accountability
Marketing – The “island” of automation Marketing – The “island” of automation
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Oracle Transforms Marketing For Greater Results
Robust infrastructure, aligned processes Unified view of the customer and business Pre-built, integrated analytic insight Best-in-class end to end solution Role-specific, collaborative platform Embedded, guided best practices Integration with execution channels Industry specific solutions
Strategic driver of the business Deep customer insight to all users Tight alignment, fact-based decisions Rapid time to market Intelligent, relevant dialogues Consistent, superior customer experience Closed-loop execution Measurable impact on the business
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• Open, flexible, business intelligence platform• Powerful descriptive and predictive analytics• Pre-built dashboards, personalized access
• Fact-based planning & budgeting• Enterprise calendar• Project and content management• Align and optimize spending
• Segmentation and targeting• Campaign design and execution• Outbound, inbound, triggered• Integrated loyalty management
• Events management• Invitation, registration, follow-up• Integrated customer-facing portal
• Multi-channel response capture• Collaborative lead management• Integrated ROI analytics
• Closed loop tracking• Role-based, real time analytics• Continuous learning
EventsManagement &
Execution
Response &Lead
Management
Customer
Campaignsand LoyaltyManagement
Customer & Business Insight
MarketingReporting &
Analytics
Oracle’s Siebel Enterprise Marketing Suite
Planning &Resource
Management
Plan
Manage
Measure
Understand
Execute
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Closing The Loop andMeasuring ROI
• Measure results in real-time• Visibility into entire market to
sales process• Track budget to actual
Collaborative Response and Lead Management
• Multi-channel response capture• Lead qualification and routing• Time-based lead acceptance
Personalized CustomerExperience
• Permission-based, personalizedemail and web offers
• Real-time decisioning• Self-service events registration
Segmentation and Multichannel Campaign Management
• Drag & drop segmentation• Templates• Multi-stage, triggered campaigns• Integrated events management
Goal AlignedPlanning and Budgeting
• Marketing planning andbudgeting
• Plan and goal templates• Interactive assistance
• Business and customer analytics• Proactive alerts• Fact-based planning
Business and Customer Insight
Insight-Driven, End to End Solution (Traditional, Outbound)
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Closing The Loop andMeasuring ROI
• Measure results in real-time• Visibility into entire market to
sales process• Track budget to actual
Segmentation and Multichannel Campaign Management
• Drag & drop segmentation• Templates• Multi-stage, triggered campaigns• Integrated events management
Goal AlignedPlanning and Budgeting
• Marketing planning andbudgeting
• Plan and goal templates• Interactive assistance
• Business and customer analytics• Proactive alerts• Fact-based planning
Business and Customer Insight
Insight-Driven, End to End Solution
Add Real Time context and present optimal offer
• Arbitrate based on context and eligibility
• Real-time predictive analytics• Self-learning
• Examine response patterns• Profile customers who respond
and those who don’t learn and adapt
Analyze and adapt to response behavior
(Real Time, Inbound)
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What Are Analysts Saying?
Customer-Centric Marketing Automation
“By 2007, marketers that devote at least 50% of their time to advanced, customer-centric marketing processes and capabilities will achieve marketing return on investment that is at least 30% greater than that of their peers, who lack such emphasis.”
- Gartner
2. More Relevant Customer Dialog
1. Increased Alignment and Control
Marketing Resource Management
“Through 2007, enterprises that successfully deploy MRM solutions will reduce their time to market by more than 40%, realize at least 10% cost savings in their marketing operations, and achieve more than 20% greater revenue gains than their peers”
- Gartner
Enterprise Marketing Platform
“More than 75% of marketers say that they want a more comprehensive, integrated application suite to boost effectiveness.”
- Forrester
3. Improved Effectiveness
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“…broadest overall functionality and wins B2B.”
“Siebel Marketing is a no-brainer for existing Siebel customers.”
“The campaign design and segmentation tools are very strong and worthy of consideration by B2C marketers…”
“…top-notch analysis tools.”
“…. very strong functionality for marketing planning and resource management, lead management, event management, and partner relationship management…”
“Siebel’s new interaction management solution, Real-Time Decisions, promises to rival SSA Global’s Inbound Marketing (formerly Epiphany Interaction Advisor)….”
B2B
B2C
Source: The Forrester Wave™: Enterprise Marketing Platforms, Q1 2006, Elana Anderson, February 3, 2006
Strongest Enterprise Marketing Platform For Both B2B AND B2C
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METASpectrum EMM Vendor Evaluation
Source: META Group, Enterprise Marketing Management Portfolio, December 2003
"With … 7.7, Siebel extends its EMM vision by delivering new levels of usability and expanded functionality.”
Liz Roche, VP Technology Research Services, META Group, April 2004
Source: Gartner, Magic Quadrant for Marketing Resource Management, 1Q05, Feb 2005
Ovum Evaluation of Siebel 7.7
"Excellent all-round functionality is provided, especially in marketing and campaign management…”
Source: Ovum Evaluation of Siebel CRM Enterprise 7.7, 2004
2004 IDC CMO Award for Marketing & Sales Alignment
Industry Awards
2004 ITSMA Diamond Award for Marketing Excellence
2005 CRM Leader for Marketing Automation
“[Siebel’s] vision for MRM analytics and closed-loop marketing is one of the strongest in the industry.”
Gartner MRM Magic Quadrant
Siebel
Acknowledged Product and Industry Leadership
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Consumer & Consumer & PharmaPharma
High Tech &High Tech &MfgMfg
Comms, Media Comms, Media & Energy& Energy
Travel &Travel &DistributionDistribution
Finance & Finance & InsuranceInsurance
Leading Companies Across Industries Choose Oracle For Marketing
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CustomerCustomer Business BenefitsBusiness Benefits
100% increase in the percentage of closed opportunities sourced by marketing; 90% acceptance rate of opportunities
Deployed MRM to 3,500 marketing users worldwide Reduced marketing spend by 15% (saving $400m) while doubling spend on branding and demand generation.
41% reduction in cost per lead; 12% reduction in undelivered direct mail; 18% increase in attendance at web seminars
Reduced outsourcing costs and campaign development times while improving the customer experience by automating over 50 different types of campaigns
Campaign performance improved 2 to 6 times from better customer insight, improved efficiency and greater ability to test campaigns
Campaign lead time reduced by 50%. Sub-minute interactive counts against 30+ million customer database.
Saved $800K per year, reduced campaign development time from weeks to days and doubled number of qualified leads with same budget
Increased lead quality and quantity. Met annual commitment of accepted leads to sales in 4 months without additional headcount.
Siebel Enterprise Marketing Suite ROI Case Examples
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Best-in-Class End-to-End Solution
Fusion of Marketing Insight and Action
Role-Specific, For Users of All Levels
Industry Specific Marketing Solutions
Sustained, Proven Customer Success
Integration with Execution Channels
Open, Massively Scalable Architecture
www.oracle.com
Siebel Enterprise Marketing Suite Advantages
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Agenda
Siebel Enterprise Marketing Suite Overview
Solution and Architecture Review
Customer Case Studies
The Oracle Advantage
Questions & Answers
20
Other Other Operational & Operational &
Analytic SourcesAnalytic Sources
IVR Web CTI
Customer InteractionCustomer InteractionSystemsSystems
Siebel
OLTP
Siebel
UCMSiebel
DW
Legacy Supply ChainFinancial HR
Operational SystemsOperational Systems
CustomerCustomer
Enterprise Data Integration and Analytics Platform
Complete Customer and Business Insight
Role-Based, End-To-End Marketing Solutions
Planning & Resource Management
Segmentation& Targeting
MultichannelCampaign/Dialogue
Management
Email& Web
Marketing
EventsManagement
ChannelMarketing
Response- Lead-Order
Management
LoyaltyProgram
Management
Field Sales
Web/eMail Partners Call
CenterDirectMail
WirelessPOS/ATMs
Bills &Stmts
BranchesStores
Real Time Decisioning
Siebel Enterprise Marketing SuiteComplete Stack That Fuses Insight and Action
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Other Other Operational & Operational &
Analytic SourcesAnalytic Sources
IVR Web CTI
Customer InteractionCustomer InteractionSystemsSystems
Siebel
OLTP
Siebel
UCMSiebel
DW
Legacy Supply ChainFinancial HR
Operational SystemsOperational Systems
CustomerCustomer
Enterprise Data Integration and Analytics Platform
Complete Customer and Business Insight
Role-Based, End-To-End Marketing Solutions
Planning & Resource Management
Segmentation& Targeting
MultichannelCampaign/Dialogue
Management
Email& Web
Marketing
EventsManagement
ChannelMarketing
Response- Lead-Order
Management
LoyaltyProgram
Management
Field Sales
Web/eMail Partners Call
CenterDirectMail
WirelessPOS/ATMs
Bills &Stmts
BranchesStores
Real Time Decisioning
Siebel Enterprise Marketing SuiteClosed-Loop Execution, Complete Visibility Across Processes
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What is the profile of my key high risk customers?
What should I say to them, via which channel, when?
What is this customer’s risk of defection? (now!)
What’s the recommended ‘next best offer’? (now!)
Enterprise Analytics Platform – Unified Intelligence
How are my campaigns doing against forecast?
Alert me immediately to any market opportunities!
Segmentation, Mining, Dialog Real-Time DecisionsReporting and Alerts
Enterprise Data Integration & Analytics Platform
Other Other Operational & Operational &
Analytic SourcesAnalytic Sources
Siebel
OLTP
Siebel
UCMSiebel
DW
Legacy Supply ChainFinancial HR
Operational SystemsOperational Systems
IVR Web CTI
Customer InteractionCustomer InteractionSystemsSystems
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Other Other Operational & Operational &
Analytic SourcesAnalytic Sources
IVR Web CTI
Customer InteractionCustomer InteractionSystemsSystems
Siebel
OLTP
Siebel
UCMSiebel
DW
Legacy Supply ChainFinancial HR
Operational SystemsOperational Systems
CustomerCustomer
Enterprise Data Integration and Analytics Platform
Complete Customer and Business Insight
Role-Based, End-To-End Marketing Solutions
Real-Time Decisioning
Field Sales
Web/eMail Partners Call
CenterDirectMail
WirelessPOS/ATMs
Bills &Stmts
BranchesStores
Best-in-classScalable,
High PerformanceETL Solution
Best-in-classAnalyticsPlatform
Best-in-classCustomer
Data Integration,Privacy, DQ
► Single, logical view of all enterprise data (one version of the truth)
► Scalable performance
► Rich analytical capabilities
► Centralized control, security, and visibility
► Single, logical view of all enterprise data (one version of the truth)
► Scalable performance
► Rich analytical capabilities
► Centralized control, security, and visibility
Open,Standards Based
Integration
Unified,Meta-data Driven
Architecture
Siebel Enterprise Marketing Suite
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Other Other Operational & Operational &
Analytic SourcesAnalytic Sources
IVR Web CTI
Customer InteractionCustomer InteractionSystemsSystems
Siebel
OLTP
Siebel
UCMSiebel
DW
Legacy Supply ChainFinancial HR
Operational SystemsOperational Systems
CustomerCustomer
Enterprise Data Integration and Analytics Platform
Complete Customer and Business Insight
Role-Based, End-To-End Marketing Solutions
Real-Time Decisioning
Siebel Enterprise Marketing Suite
Field Sales
Web/eMail Partners Call
CenterDirectMail
WirelessPOS/ATMs
Bills &Stmts
BranchesStores
Segmentation& Discovery
Data MiningAd Hoc ReportingPre-built Reports & Dashboards
Proactive Alerts & Event Triggers
Briefing Books
Integrated with BI Applications
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Flexible Packaged Applications Integrated pre-built Marketing dashboards View information specific to user and role Intelligent alerts and guided discovery paths
Key Metrics At-a-Glance Customer insight, including key profile attributes
and changes over time Marketing Planning metrics, including variance
versus goals and expenditure analysis Campaign tracking, including response metrics
and segment-level lift analysis
Powerful Underlying Technology Fully extensible and full ad-hoc capability Combining data from multiple sources Merging Siebel and non-Siebel data Optimizing off-line and real-time reports
Customer Insight
Campaign/Event Tracking
Market Planning
Role-Based Marketing Analytics Applications
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Pre-mapped metadata, including embedded best practice calculations and metrics for the entire marketing organization.
Presentation Layer Logical Business
Model Physical Sources
3
Pre-built ETL to extract data from over 3,000 operational tables and load it into the DW, sourced from Siebel CRM, call center telephony middleware and other sources.
2
Pre-built warehouse with 15 star-schemas designed for analysis and reporting on customer and marketing data.
1
4 A “best practices” library of dashboards / analyses for marketing analysts, managers and executives including:
20- Planning Reports 50-Campaign Reports37-Consumer Reports 37-Customer Reports Best Practices
Library
Custom Library
Packaged Marketing Analytics Applications Speed ROI
27
Other Other Operational & Operational &
Analytic SourcesAnalytic Sources
IVR Web CTI
Customer InteractionCustomer InteractionSystemsSystems
Siebel
OLTP
Siebel
UCMSiebel
DW
Legacy Supply ChainFinancial HR
Operational SystemsOperational Systems
CustomerCustomer
Enterprise Data Integration and Analytics Platform
Complete Customer and Business Insight
Role-Based, End-To-End Marketing Solutions
Planning & Resource Management
Segmentation& Targeting
MultichannelCampaign/Dialogue
Management
Email& Web
Marketing
EventsManagement
ChannelMarketing
Response- Lead-Order
Management
LoyaltyProgram
Management
Field Sales
Web/eMail Partners Call
CenterDirectMail
WirelessPOS/ATMs
Bills &Stmts
BranchesStores
Real Time Decisioning
Siebel Enterprise Marketing SuiteComprehensive Functionality
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Marketing Planning or “MRM”
Planning and Budgeting Definition and tracking of key metrics Invoice / PO / budget request management
Marketing Approvals Management Flexible approval routing and auditing
Project Management, Collaboration Bi-directional MS Project synchronization Portal-based partner / agency collaboration Integration with online collaboration tool
Enterprise Marketing Calendar Real time visibility into enterprise initiatives
Content Management Siebel capability and /or integration with
external Digital Asset Management Tools
Integrated Analytics Role-based dashboards to close the loop Intuitive ad-hoc reports / data manipulation
User-Empowerment Reusable campaign / goal templates, iHelp
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Marketing Segmentation
Highly Interactive Interface Drag and drop criteria definition and grouping,
across multiple target levels Simplified query terminology (‘Start with’,
‘Keep’, ‘Add’, ‘Exclude’ customers) “Waterfall” style display of counts Sample counts for large data sets Personal and shared segment catalogs
Fully Integrated on Analytics Platform Queries across many different stars and subject
areas, allowing complex queries Shields the marketer from underlying data
complexity and performance optimization Uses same meta data as reporting tools;
leverages all available calculations and metrics, plus data mining models
Enforcement of Global Rules Allows rules (such as profiling, privacy, contact
frequency) to be easily applied Allows suppressions (based on the above rules)
to be consistently enforced
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Campaign Automation and Dialog Management
Multi-Stage Dialog Design Automation of one-off, recurring and
event-triggered campaigns Graphical drag and drop interface, to
combine reusable marketing tactics
Multiple Offers and Segments Ability to target multiple segments with
multiple offers, outbound and inbound Split campaign and offer allocation, based
on sophisticated segmentation
Integrated Execution Fully automated execution, through
integrated CRM and other channels Customer-level record of every campaign
contact and response Seamlessly track and re-segment
responders for appropriate follow-up
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Email and Web Marketing
Design and Personalization Create and test email templates, from
HTML content created in any tool Embed personalized merge fields, and
links to surveys, events, web sites
Email Execution and Tracking Embed response forms, to manage
recipient opt-outs and preferences Track email ‘bounces’, updating customer
profiles and campaign data Highly scalable email processing and
sending, with dedicated server option
Web integration Include automated links and redirection to
personalised web pages Tailored content, including real time
offers, based on profile and clicks
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Events Management
Event Planning and Design Venue and staff management Budgets and revenues Tracks, activities and calendars Materials, collateral, approvals
Invitations and Registrations Block and individual invitation Integrated with marketing campaigns Online registration and web site Closed sessions, Wait-listing…
Event Management and Tracking Attendee tracking and follow-up Campaign / opportunity association
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Partner and Channel Marketing
Collaborative Campaign Planning Collaborative funding and goal setting Joint content development and visibility Federal approval processes
Collaborative Customer Targeting Centralized targeting, distributed to
partners for validation and modification Local targeting, through simple visual list
building, for central tracking or approval Hybrid choice of local / central targeting
Collaborative Execution and Tracking Partner visibility of campaign members Partner ability to update response / status Partner access to campaign analysis
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Multichannel Response Capture Flexible response import Optional integration with Data Quality Dynamic call scripts One-button opportunity/order creation
Lead Prioritization and Routing Embedded in campaign design Automated rules-based lead assignment Real-time alerts to any device Alignment from marketing to sales
Lead Management and Tracking Time-based lead acceptance/rejection Feedback on quality of leads Tracking of lead follow-up Re-routing of un-touched leads Complete opportunity to order management Visibility of leads across enterprise
Lead Evaluation and Analysis Linking campaigns to leads to sales Comprehensive analytics
Response and Lead Management
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Manages Loyalty Program Life Cycle Member enrollment and management Targeted loyalty promotions Complex points accrual and redemption Complete transaction & tiers engine Integrated partner and customer portals Customer and loyalty program analytics
Drives Loyalty, Drives Customer Value Improves the customer experience and drives
desired behavior Increases program flexibility and
responsiveness Dramatically reduces operating costs and
speeds time to market Optimizes loyalty program strategies and
investments
Loyalty Program Management
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Complete Loyalty Program Management SolutionPartners
Loyalty Partner Portal
• Enroll members
• Send transactions to the host organization
• Approve joint loyalty promotions
• Manage service requests
• Approve transactions
• Manage products
• Collaborate on servicing the customer
MembersBrand
Loyalty Manager
• Create multiple loyalty programs
• Define tiers
• Enroll members
• Reward behavior
• Create targeted promotions
• Define accrual and redemption rules
• Service a customers request
Loyalty Customer Portal
• Join program
• Keep profile up to date
• Conduct web transactions
• Enroll in loyalty promotions
• Redeem rewards
• Refer friends
• View statements
• Create Service Requests
• Set contact preferences
BillingReservations Point of Sale Legacy Clearinghouse
Enterprise Analytics and Data Integration Platform
Highly Scalable and Flexible Loyalty Engine
Rules Rewards Tiers Member Profiles Eligibility Promotions Transactions & Tiers Engine
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Other Other Operational & Operational &
Analytic SourcesAnalytic Sources
IVR Web CTI
Customer InteractionCustomer InteractionSystemsSystems
Siebel
OLTP
Siebel
UCMSiebel
DW
Legacy Supply ChainFinancial HR
Operational SystemsOperational Systems
CustomerCustomer
Enterprise Data Integration and Analytics Platform
Complete Customer and Business Insight
Role-Based, End-To-End Marketing Solutions
Real-Time Decisioning
Siebel Enterprise Marketing Suite
Field Sales
Web/eMail Partners Call
CenterDirectMail
WirelessPOS/ATMs
Bills &Stmts
BranchesStores
Segmentation& Discovery
Data MiningAd Hoc ReportingPre-built Reports & Dashboards
Proactive Alerts & Event Triggers
Briefing Books
Intelligent Interactions Across Touchpoints
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Real Time Decisioning
Packaged Decisioning Applications Pre-built retention and cross-sell solutions Customer-specific ‘next best’ recommendations Based on any data, including customer profile,
3rd party scores, and real-time session data Combining simple rules-based techniques with
sophisticated, adaptive, self-learning models Integrated with Marketing (eligible customers
and offers) and CRM (front office execution)
Model Building and Assessment Tools Flexible ‘power user’ tools for creating, tuning
and deploying adaptive real-time decisions Easy-to-use ‘marketing’ tools, to assess impact
and tune performance goals of decisions
State-of-the-art Decisioning Platform Massively scalable, open architecture, for
deployment in large complex environments
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Role based, guided navigation and best practice templates
Unified metadata driven architecture that fuses analytics and marketing & provides simple access to complex data across multiple sources
Open, scalable architecture that delivers high performance and availability across massive data volumes and number of users
Fully configurable and extensible Comprehensive set of core
capabilities such as workflow, globalization and localization
Robust, integrated security/data access and privacy management
Comprehensive support for major RDBM and OS platforms
Siebel Enterprise Marketing Suite Architecture Advantages
40
Agenda
Siebel Enterprise Marketing Suite Overview
Solution and Architecture Review
Customer Case Studies
The Oracle Advantage
Questions & Answers
41
"Siebel is the solution we use to support our multi-channel consumer marketing strategies from purchase behavior analysis to segmentation, execution and ROI measurement of campaigns, across brands and countries."
-Georges Edouard Dias, Strategic Business Development Division
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Organization & Issues BenefitsObjectives
Solution
World’s largest cosmetics company, 14B€
17 Global brands Distribution channels: Hair
salons, Hyper and supermarkets, department stores/perfumeries, pharmacies.
6 million members worldwide for myLancome
IssuesHigh media and marketing
costsCustomer and channel
fragmentationMultiple marketing systems
and no consolidated view of the customer
Increase average basket size of existing customers
Increase customer lifetime Increase the quantity and quality
of customer information Improve capability of extracting
value from customer segmentation
Run effective and efficient campaigns for prioritized customer segments
Siebel CG, Marketing, Email, and Analytics, Data Mining
Processes Supported: Planning; segmentation and analysis; campaign mgmt; multichannel execution; measurement
Live: Aug 2004
360° vision and deeper understand of consumers across brands
Segmentation of customer base by pre-defined clusters, demographics and buying patterns across channels
Set-up of 10 business KPIs and 10 operational KPIs, hierarchically organized, to monitor brand performances
Improved efficiency and ROI of marketing campaigns
Improved ability to cross-sell and up-sell at store level
Increased campaign volume and ability to test – 120 campaigns in first 5 months
Campaigns performance improvement of 2x – 6x
"Siebel is the solution we use to support our multi-channel consumer marketing strategies from purchase behavior analysis to segmentation, execution and ROI measurement of campaigns, across brands and countries."
- Georges Edouard Dias, Strategic Business Development Division
Enterprise Marketing Case Story: L’Oreal
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L’Oreal Highlights
Create 360° View of Customers Across Channels
Apply methodical approach to building and enriching data
Integrate demographic, behavioral, purchase activity, attitudinal data
Manage and respect customer preferences and permissions
Empower End Marketer With Actionable Analytics Fused With Marketing
Apply scoring, clustering and predictive analytics to uncover vital insights
Track movement of customers between segments to identify risks and opportunities
Perform “basket analyses” to identify relevant bundling and co-promotion opportunities
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“Our annual marketing spend has been reduced fifteen percent. At the same time, we’ve been able to double our spend in advertising for brand and demand generation.”
-Mike Winkler, Executive Vice President, CMO of HP (former)
45
Organization & Issues BenefitsObjectives
Solution
Enterprise Marketing Case Study: Hewlett-Packard
Number 12 on Fortune 500Approximately $3 billion spent
per year on marketing Issues:
CMO unable to answer: how much is HP spending on marketing, on what initiatives, with what ROI?
Disparate and limited systems for measuring marketing ROI
No single common platform for marketing budget, planning, calendar
No links between planned and actual spend
Lack of consistent architecture, processes, languages, and metrics
“Our annual marketing spend has been reduced by fifteen percent. At the same time, we’ve been able to double our spend in advertising for brand and demand generation.” – Mike Winkler, CMO, HP
Improve the management and measurement of marketing
Drive up efficiency and effectiveness of marketing investment
Improve ability to forecast and adjust marketing expenditures
Support global operations model with common architecture, language and metrics
Siebel Marketing Suite: MRM; Analytics. Live March 2004.
3,500 Marketing users Integration with purchasing
system from Ariba and financial system from SAP
Optimize marketing investments from improved visibility of what’s working and what’s not
Standardized and simplified business processes
Reduction in manual processes through increasingly automated links to purchasing and finance systems
Ease of use and integration with the rest of the CRM ecosystem
Visibility to all marketing activities in one common calendar
Increased efficiency and effectiveness through standardization, leverage, and elimination of redundancy and waste
46
“BMW Group Canada is using Siebel to support the creation of a premium, consistent customer experience across all touch-points, from the call centre, to direct marketing to the web.”
-Kelly Lam CRM Manager
47
Organization & Issues BenefitsObjectives
Solution
One of world’s leading brandsBMW Canada Marketing
responsible for:National Marketing Incl. MiniAfter Sales MarketingFinancial Services MarketingMotorcycles MarketingRegional Marketing
IssuesDisparate data sources and
systemsUncoordinated
communications across unitsRudimentary tools for
customer analyticsExtensive use of manual
processes and 3rd parties
Better understand customersTransform the customer
experience to build lifestyle loyaltySpeak with One Voice across
channelsSpend marketing dollars more
wisely as shift from mass marketing to direct to consumer
Achieve significant improvement in process efficiencies
Siebel Marketing, Analytics, Events and Call Center
Processes supported: campaign management; segmentation and analysis; multichannel execution; dealer lead mgmt; measurement
Live: June 2005
Single view of the customer across touchpoints improved customer experience and satisfaction
More efficient and flexible marketing with less reliance on IT
Improved personalization and coordination of Welcome Packages with automated delivery – goal is to reduce from 6 weeks to daily/1x per week
Automated execution of Multi-stage, Multichannel Mini Prospecting Program
Faster capture and routing of leads from web site to dealers
Better visibility and accountability
Enterprise Marketing Case Study: BMW
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Examples of BMW Campaigns
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“Over the past two years, CRM technology has been a key enabler for Sales and Marketing alignment at Novell. Siebel has been a key component.”
-Branden Tsetsilas
Director, Global Marketing Operations
50
Objectives Improve marketing and sales effectiveness Bring marketing in-house and consolidate lead
collection and distribution Improve lead quality and lead to cash rates Link marketing investments to results
Solution Siebel Marketing, Sales, PRM and Business
Analytics. Integrated with Trillium, D&B, Harte Hanks and idExec
Processes supported: segmentation, campaign management and execution, lead management and reporting
Results Increased lead quality and quantity. Met 2005
commitment of accepted leads to sales by April without additional headcount
Eliminated outsourcing costs Improved data quality Improved reporting and measurement
“Over the past two years, CRM technology has been a key enabler for Sales and Marketing alignment at Novell. Siebel has been a key
component.”
Branden Tsetsilas Director,
Global Marketing Operations
Siebel Marketing Case Study : Novell
51
Organization & Issues SolutionObjectives
• The national railroad of France,
• Carries more than 50 million passengers per year
• Supporting 140 cities in both France and Europe
• Current loyalty program not providing enough impact
• Technology not delivering the promise
• Increased low cost competition
• Cost and impact of mass marketing challenged MRO
• New popular co-branded programs in France
• Create compelling and differentiated Loyalty program to attract and retain more customers – not just “me too”
• Balance tariff reduction needs with loyalty generation
• Ability to launch co-branded programs with S’Miles
• Secure 100% share of wallet of target segments
• Move from mass marketing to smaller, more focused campaigns
• Maximize use of electronic communication channels – email, SMS, online – to reduce costs and interactivity
• Siebel Loyalty, Marketing, Email Marketing, Customer Insight/Analytics and Call Center
• 60 interfaces with external data sources
• 4 million members
• 3 million transactions processed monthly
• 300 promotions
• 1,000 burn transactions a day on the Member Portal
• Hosted by Accenture
• Live: April 05 (in 7 months) for loyalty; full roll-out in June 05
“We selected the Siebel proposal because it was innovative, flexible, and simple, with a single solution for the entire domain, from loyalty program management to data mining and call centers” Cyril Garnier, CIO of CRMServices
Siebel Loyalty Marketing Case Study: SNCF
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Organization & Issues SolutionObjectives
• Largest Slovak wireline operator
• Ownership: Deutsche Telekom AG (51%), State (49%)
• Customer base: 1.2 million
• 6,000 employees
• Existing loyalty program offered only limited opportunity to build strong customer loyalty
• Facing strong competition from other players
• Build a standard, future-proof loyalty management solution, that would better suit their positioning at the market
• Create a standard, configurable solution that supports further extensions (new products, new channels – call center, IVR & POS channels supported in the first phase)
• Siebel Loyalty and Call Center
• Interfaces to CRM system Siebel 6.3, Geneva, invoice formatting system Doc1, external partners, IVR
• 73,000 members
• 500,000 transactions processed monthly
• Live: November 05 (a 4 month project)
Siebel Loyalty Marketing Case Study: Slovak Telecom
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Agenda
Siebel Enterprise Marketing Suite Overview
Solution and Architecture Review
Customer Case Studies
The Oracle Advantage
Questions & Answers
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Best-in-Class End-to-End Solution
Fusion of Marketing Insight and Action
Role-Specific, For Users of All Levels
Industry Specific Marketing Solutions
Sustained, Proven Customer Success
Integration with Execution Channels
Open, Massively Scalable Architecture
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Siebel Enterprise Marketing Suite Advantages
55
Agenda
Siebel Enterprise Marketing Suite Overview
Solution and Architecture Review
Customer Case Studies
The Oracle Advantage
Questions & Answers