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Copyright © 2012, SAS Institute Inc. All rights reserved. CUSTOMER DECISION HUB CUSTOMERS DO NOT KNOW CHANNELS – THE ANALYTICAL-DRIVEN CUSTOMER EXPERIENCE Presented to SAS FANS in Trondheim, 11 th of November Kristoffer Kalbekken, Nordic Consulting Manager Integrated Marketing Management

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Page 1: CUSTOMER DECISION HUB - Sas Institute · CUSTOMER DECISION HUB SOLUTION CONCEPT –THE MARKETING DECISION HUB s Next-Best-Action (NBA) Real-Time Analytics Optimized Offers (NBA) Real-Time

Copyr i g ht © 2012, SAS Ins t i tu t e Inc . A l l r ights reser ve d .

CUSTOMER DECISION HUB

CUSTOMERS DO NOT KNOW CHANNELS –

THE ANALYTICAL-DRIVEN CUSTOMER EXPERIENCE

Presented to SAS FANS in Trondheim, 11th of November

Kristoffer Kalbekken, Nordic Consulting Manager – Integrated Marketing Management

Page 2: CUSTOMER DECISION HUB - Sas Institute · CUSTOMER DECISION HUB SOLUTION CONCEPT –THE MARKETING DECISION HUB s Next-Best-Action (NBA) Real-Time Analytics Optimized Offers (NBA) Real-Time

Copyr i g ht © 2014, SAS Ins t i tu t e Inc . A l l r ights reser ve d .

CXN

CUSTOMER EXPERIENCE NEWS

WHAT IS HAPPENING IN THE MARKETPLACE?

Page 3: CUSTOMER DECISION HUB - Sas Institute · CUSTOMER DECISION HUB SOLUTION CONCEPT –THE MARKETING DECISION HUB s Next-Best-Action (NBA) Real-Time Analytics Optimized Offers (NBA) Real-Time

Copyr i g ht © 2014, SAS Ins t i tu t e Inc . A l l r ights reser ve d .

THE AGE OF THE

CUSTOMER”THE TIMES, THEY ARE A CHANGEING” – STILL

Customer Initiative

Push to Pull

Unplanned contacts

Time sensitive

Omni-channel

Page 4: CUSTOMER DECISION HUB - Sas Institute · CUSTOMER DECISION HUB SOLUTION CONCEPT –THE MARKETING DECISION HUB s Next-Best-Action (NBA) Real-Time Analytics Optimized Offers (NBA) Real-Time

Copyr i g ht © 2014, SAS Ins t i tu t e Inc . A l l r ights reser ve d .

WE ARE NOT SO

RATIONAL

Too many decisions

”Talk to my feelings”

Page 5: CUSTOMER DECISION HUB - Sas Institute · CUSTOMER DECISION HUB SOLUTION CONCEPT –THE MARKETING DECISION HUB s Next-Best-Action (NBA) Real-Time Analytics Optimized Offers (NBA) Real-Time

Copyr i g ht © 2014, SAS Ins t i tu t e Inc . A l l r ights reser ve d .

RELATIONSHIP TO

EXPERIENCE

FROM CUSTOMER RELATIONSHIP MANAGEMENT

TO CUSTOMER EXPERIENCE MANAGEMENT

Disconnects

”White Spots”

Next Best Message

CXO: Chief Customer Experience Officer

Page 6: CUSTOMER DECISION HUB - Sas Institute · CUSTOMER DECISION HUB SOLUTION CONCEPT –THE MARKETING DECISION HUB s Next-Best-Action (NBA) Real-Time Analytics Optimized Offers (NBA) Real-Time

Copyr i g ht © 2014, SAS Ins t i tu t e Inc . A l l r ights reser ve d .

CUSTOMER DECISION HUB

CUSTOMERS DO NOT KNOW CHANNELS –

THE ANALYTICAL DRIVEN CUSTOMER EXPERIENCE

Page 7: CUSTOMER DECISION HUB - Sas Institute · CUSTOMER DECISION HUB SOLUTION CONCEPT –THE MARKETING DECISION HUB s Next-Best-Action (NBA) Real-Time Analytics Optimized Offers (NBA) Real-Time

Copyr i g ht © SAS Ins t i tu t e Inc . A l l r ights reser ved .

CUSTOMER

BEHAVIOR IS

CHANGING

KEY CHALLENGES

Customers expect a consistent customer experience

across all channels – in real-time!

New channels, always on

Digital Transformation

Business/Decision logic separate in every single channel

Marketing/channel departments act as silos

Different tools/systems

Different goals, difficult to synchronize

Marketing activities still often based on gut feel

Page 8: CUSTOMER DECISION HUB - Sas Institute · CUSTOMER DECISION HUB SOLUTION CONCEPT –THE MARKETING DECISION HUB s Next-Best-Action (NBA) Real-Time Analytics Optimized Offers (NBA) Real-Time

Copyr i g ht © 2014, SAS Ins t i tu t e Inc . A l l r ights reser ve d .

THE SAS APPROACH TO OMNI-CHANNEL MARKETING

SAS CUSTOMER DECISION HUB

Page 9: CUSTOMER DECISION HUB - Sas Institute · CUSTOMER DECISION HUB SOLUTION CONCEPT –THE MARKETING DECISION HUB s Next-Best-Action (NBA) Real-Time Analytics Optimized Offers (NBA) Real-Time

Copyr i g ht © 2014, SAS Ins t i tu t e Inc . A l l r ights reser ve d .

CUSTOMER

JOURNEY

AS WE ALL KNOW, THERE ARE MANY TOUCH POINTS

ALONG THE CUSTOMER JOURNEY

Inbound Inbound Outbound Outbound

Actual

demand

Real-Time

Interaction

Next-Best

Action

Real-Time-

Interaction

Sales

Offer

Location

Based

Inbound Inbound

1 2 3 4

1 2

Page 10: CUSTOMER DECISION HUB - Sas Institute · CUSTOMER DECISION HUB SOLUTION CONCEPT –THE MARKETING DECISION HUB s Next-Best-Action (NBA) Real-Time Analytics Optimized Offers (NBA) Real-Time

Copyr i g ht © 2014, SAS Ins t i tu t e Inc . A l l r ights reser ve d .

CUSTOMER

DECISION HUB

SO WE NEED A CUSTOMER DECISION HUB TO MANAGE

THE CUSTOMER JOURNEYS

CUSTOMERDECISION HUB

Page 11: CUSTOMER DECISION HUB - Sas Institute · CUSTOMER DECISION HUB SOLUTION CONCEPT –THE MARKETING DECISION HUB s Next-Best-Action (NBA) Real-Time Analytics Optimized Offers (NBA) Real-Time

Copyr i g ht © 2014, SAS Ins t i tu t e Inc . A l l r ights reser ve d .

CUSTOMER

DECISION HUB

OUR JOURNEY STARTS BY UNDERSTANDING ALL

POSSIBLE ACTIONS THAT CAN OCCUR

CUSTOMERDECISION HUB

Sales programs

Service-Activities

Marketing campaigns

Ad-hoc-actions

Regular communications

Contact strategies

Page 12: CUSTOMER DECISION HUB - Sas Institute · CUSTOMER DECISION HUB SOLUTION CONCEPT –THE MARKETING DECISION HUB s Next-Best-Action (NBA) Real-Time Analytics Optimized Offers (NBA) Real-Time

Copyr i g ht © 2014, SAS Ins t i tu t e Inc . A l l r ights reser ve d .

CUSTOMER

DECISION HUB

FOLLOWED BY USING THE BEST INSIGHT TO INFORM

THOSE ACTIONS

CUSTOMERDECISION HUB Events

Analytical models

Transactional data

Context

Scores

Risk

Potentials

History

Page 13: CUSTOMER DECISION HUB - Sas Institute · CUSTOMER DECISION HUB SOLUTION CONCEPT –THE MARKETING DECISION HUB s Next-Best-Action (NBA) Real-Time Analytics Optimized Offers (NBA) Real-Time

Copyr i g ht © 2014, SAS Ins t i tu t e Inc . A l l r ights reser ve d .

CUSTOMER

DECISION HUB

AS WELL AS KNOWING IN FULL WHAT THE RULES ARE TO

BE MANAGED

CUSTOMERDECISION HUB Contact rules

Strategic decisions

Priorities

Constraints

Channel restrictions

Budget-Limits

Contact Permissions

Page 14: CUSTOMER DECISION HUB - Sas Institute · CUSTOMER DECISION HUB SOLUTION CONCEPT –THE MARKETING DECISION HUB s Next-Best-Action (NBA) Real-Time Analytics Optimized Offers (NBA) Real-Time

Copyr i g ht © 2014, SAS Ins t i tu t e Inc . A l l r ights reser ve d .

CUSTOMER

DECISION HUB

ALL OF THIS IS MADE AVAILABLE TO OUR CUSTOMER

DECISION HUB TO ENABLE THE BEST DECISIONING

CUSTOMERDECISION HUB

Page 15: CUSTOMER DECISION HUB - Sas Institute · CUSTOMER DECISION HUB SOLUTION CONCEPT –THE MARKETING DECISION HUB s Next-Best-Action (NBA) Real-Time Analytics Optimized Offers (NBA) Real-Time

Copyr i g ht © 2014, SAS Ins t i tu t e Inc . A l l r ights reser ve d .

CUSTOMER

DECISION HUB

ALL OF THIS IS MADE AVAILABLE TO OUR CUSTOMER

DECISION HUB TO ENABLE THE BEST DECISIONING

CUSTOMERDECISION HUB

Sales programs

Service-Activities

Marketing campaigns

Ad-hoc-actions

Regular communications

Contact strategies

Events

Analytical models

Transactional data

Context

Scores

Risk

Potentials

History

Contact rulesStrategic decisions

Priorities

ConstraintsChannel restrictions

Budget-LimitsContact Permissions

Page 16: CUSTOMER DECISION HUB - Sas Institute · CUSTOMER DECISION HUB SOLUTION CONCEPT –THE MARKETING DECISION HUB s Next-Best-Action (NBA) Real-Time Analytics Optimized Offers (NBA) Real-Time

Copyr i g ht © 2014, SAS Ins t i tu t e Inc . A l l r ights reser ve d .

CUSTOMER

DECISION HUB

ORCHESTRATION AND OPTIMISATION BASED ON MARKET

LEADING ANALYTICS IS AT THE HEART OF THE SOLUTION

Analytics based

Optimization

Orchestrate

Actions

Page 17: CUSTOMER DECISION HUB - Sas Institute · CUSTOMER DECISION HUB SOLUTION CONCEPT –THE MARKETING DECISION HUB s Next-Best-Action (NBA) Real-Time Analytics Optimized Offers (NBA) Real-Time

Copyr i g ht © 2014, SAS Ins t i tu t e Inc . A l l r ights reser ve d .

CUSTOMER

DECISION HUBSAS DECISION HUB CONCEPT

Page 18: CUSTOMER DECISION HUB - Sas Institute · CUSTOMER DECISION HUB SOLUTION CONCEPT –THE MARKETING DECISION HUB s Next-Best-Action (NBA) Real-Time Analytics Optimized Offers (NBA) Real-Time

Copyr i g ht © 2014, SAS Ins t i tu t e Inc . A l l r ights reser ve d .

CUSTOMER

DECISION HUBR

ule

sCUSTOMER DECISION HUB

Page 19: CUSTOMER DECISION HUB - Sas Institute · CUSTOMER DECISION HUB SOLUTION CONCEPT –THE MARKETING DECISION HUB s Next-Best-Action (NBA) Real-Time Analytics Optimized Offers (NBA) Real-Time

Copyr i g ht © 2014, SAS Ins t i tu t e Inc . A l l r ights reser ve d .

CUSTOMER

DECISION HUBSOLUTION CONCEPT – THE MARKETING DECISION HUB

Rule

s

Next-Best-Action (NBA)

Real-Time Analytics

Optimized

Offers

(NBA)

Real-Time Orchestration using the

Outbound-Suppressions+

1

2

Standard

Communication

Request

Reply

Optimization &

OrchestrationDecision Logic

CUSTOMER DECISION HUB

3

Page 20: CUSTOMER DECISION HUB - Sas Institute · CUSTOMER DECISION HUB SOLUTION CONCEPT –THE MARKETING DECISION HUB s Next-Best-Action (NBA) Real-Time Analytics Optimized Offers (NBA) Real-Time

Copyr i g ht © 2014, SAS Ins t i tu t e Inc . A l l r ights reser ve d .

CUSTOMER

DECISION HUBSOLUTION CONCEPT – THE MARKETING DECISION HUB

Rule

s

Next-Best-Action (NBA)

Real-Time Analytics

Optimized

Offers

(NBA)

Real-Time Orchestration using the

Outbound-Suppressions+

1

2

3

Standard

Communication

Request

Reply

Optimization &

OrchestrationDecision Logic

Real-Time

Execution

Batch

Execution

Optimization

Engine

Design

Environment

CUSTOMER DECISION HUB

Page 21: CUSTOMER DECISION HUB - Sas Institute · CUSTOMER DECISION HUB SOLUTION CONCEPT –THE MARKETING DECISION HUB s Next-Best-Action (NBA) Real-Time Analytics Optimized Offers (NBA) Real-Time

Copyr i g ht © 2014, SAS Ins t i tu t e Inc . A l l r ights reser ve d .

CUSTOMER

DECISION HUBR

ule

s

Next-Best-Action (NBA)

Real-Time Analytics

Optimized

Offers

(NBA)

Real-Time Orchestration using the

Outbound-Suppressions+

1

2

3

Standard

Communication

Request

Reply

Optimization &

OrchestrationDecision Logic

Real-Time

Execution

Batch

Execution

Optimization

Engine

Design

Environment

CUSTOMER DECISION HUB

Page 22: CUSTOMER DECISION HUB - Sas Institute · CUSTOMER DECISION HUB SOLUTION CONCEPT –THE MARKETING DECISION HUB s Next-Best-Action (NBA) Real-Time Analytics Optimized Offers (NBA) Real-Time

Copyr i g ht © SAS Ins t i tu t e Inc . A l l r ights reser ved .

CUSTOMER

DECISION HUBKEY BENEFITS

CONSISTENT Omni-Channel implementation

CENTRAL decision logic for all customer interactions

UNIFIED user interface across departments

VALUE-BASED marketing management

LEVERAGE business know how

through SAS Advanced Analytics

Page 23: CUSTOMER DECISION HUB - Sas Institute · CUSTOMER DECISION HUB SOLUTION CONCEPT –THE MARKETING DECISION HUB s Next-Best-Action (NBA) Real-Time Analytics Optimized Offers (NBA) Real-Time

Copyr i g ht © 2012, SAS Ins t i tu t e Inc . A l l r ights reser ve d .

THE CUSTOMER DECISION HUB

PROVEN SAS® CUSTOMER INTELLIGENCE TECHNOLOGIES

Page 24: CUSTOMER DECISION HUB - Sas Institute · CUSTOMER DECISION HUB SOLUTION CONCEPT –THE MARKETING DECISION HUB s Next-Best-Action (NBA) Real-Time Analytics Optimized Offers (NBA) Real-Time

Copyr i g ht © SAS Ins t i tu t e Inc . A l l r ights reser ved .

CUSTOMER

DECISION HUBWITH SAS® CUSTOMER INTELLIGENCE

Optimization

Central Rules

Repository

Actions

Campaign design

and Action definition

Scenarios

Real-Time Customer

Interactions

Monitoring, Analyzing & Optimization

of all Customer InteractionsAnalyse &

Insight

Planning and

Orchestration

Marketing Planning,

Workflow & Approvals

Page 25: CUSTOMER DECISION HUB - Sas Institute · CUSTOMER DECISION HUB SOLUTION CONCEPT –THE MARKETING DECISION HUB s Next-Best-Action (NBA) Real-Time Analytics Optimized Offers (NBA) Real-Time

Copyr i g ht © SAS Ins t i tu t e Inc . A l l r ights reser ved .

CUSTOMER

DECISION HUBWITH SAS® CUSTOMER INTELLIGENCE

Optimization

Central Rules

Repository

Actions

Campaign design

and Action definition

Scenarios

Real-Time Customer

Interactions

Monitoring, Analyzing & Optimization

of all Customer InteractionsAnalyse &

Insight

Planning and

Orchestration

Marketing Planning,

Workflow & Approvals

Planning

Optimization

Execution

Page 26: CUSTOMER DECISION HUB - Sas Institute · CUSTOMER DECISION HUB SOLUTION CONCEPT –THE MARKETING DECISION HUB s Next-Best-Action (NBA) Real-Time Analytics Optimized Offers (NBA) Real-Time

Copyr i g ht © SAS Ins t i tu t e Inc . A l l r ights reser ved .

CUSTOMER

DECISION HUBGROWTH PATH TO EVOLVE

CentralRules repository

Contact Policy Rules, Constraints, Limitations, Optimization Objectives

1

Implementation of dedicated Inbound-and Outbound-Scenarios

2Continuous Enhancements

More Scenarios, Channels, Types of Interactions

3

Page 27: CUSTOMER DECISION HUB - Sas Institute · CUSTOMER DECISION HUB SOLUTION CONCEPT –THE MARKETING DECISION HUB s Next-Best-Action (NBA) Real-Time Analytics Optimized Offers (NBA) Real-Time

Copyr i g ht © 2014, SAS Ins t i tu t e Inc . A l l r ights reser ve d .

CUSTOMER

DECISION HUBTHE SAS® CUSTOMER DECISION HUB

CUSTOMER DECISION HUB

For the first time the

enables Organizations to establish value driven marketing

with a true contextualOmni-Channel-Communication

across all channels

Page 28: CUSTOMER DECISION HUB - Sas Institute · CUSTOMER DECISION HUB SOLUTION CONCEPT –THE MARKETING DECISION HUB s Next-Best-Action (NBA) Real-Time Analytics Optimized Offers (NBA) Real-Time

Copyr i g ht © 2012, SAS Ins t i tu t e Inc . A l l r ights reser ve d .

QUESTIONS?SAS® SOLUTIONS FOR

INTEGRATED MARKETING MANAGEMENT (IMM)

+47 900 66 149

[email protected]

http://no.linkedin.com/in/kalbekken

Kristoffer KalbekkenNordic Consulting Manager - IMM

Page 29: CUSTOMER DECISION HUB - Sas Institute · CUSTOMER DECISION HUB SOLUTION CONCEPT –THE MARKETING DECISION HUB s Next-Best-Action (NBA) Real-Time Analytics Optimized Offers (NBA) Real-Time

Copyr i g ht © 2014, SAS Ins t i tu t e Inc . A l l r ights reser ve d .sas.com

THANK YOU!