Filed under: #mktgcloud, CRM, Customer Experience, Customer Lifecycle Marketing, Marketing Automation, Marketing Cloud
An open letter to every Salesforce customer worldwide,
To get a single customer view of your prospects and customers, you must first integrate your marketing, sales and service data together. Today, only 22% of the total Salesforce customer base have done this.
Marketers today who are running their marketing, sales and service databases together in the cloud still struggle to track and measure their return on marketing investment (ROMI).
Why is this?
There is a specific end to end best practice process that you must follow.
Over the past 7 years at Datarati, we have helped over 800 Salesforce customers across the Asia-Pacific region set up this specific best practice process in an effort to solve this problem.
We decided it was time for us to do more as a Salesforce partner so we decided to reveal our own ‘Secret Sauce’.
We recently ran a 30 minute live webinar where we covered the following:
- How we use Salesforce Marketing Cloud to drive top of funnel e.g. Social Advertising.
- How we use Salesforce Marketing Cloud to nurture middle of funnel e.g. Lead Nurturing & Scoring.
- How we use Salesforce Sales Cloud for lead management e.g. Leads, Opportunities & Campaigns.
- How we use Salesforce Service Cloud for new employee & customer on-boarding & retention e.g. Welcome Series, Surveys, Ideas
Due to the overwhelming positive feedback and response, we have decided to run another live webinar.
Date: Tuesday 20th September
Time: 1PM (Australian Eastern Standard Time)
Duration: 30 minutes
Presenters: Will Scully-Power (Managing Director) & Sandy Sara (Head of Customer Experience) at Datarati.
Filed under: #mktgcloud, Customer Experience, Customer Lifecycle Marketing, Datarati, Email Marketing, Marketing Automation, Marketing Cloud
Filed under: Uncategorized
Filed under: Uncategorized
Our 7th birthday event with family, friends, customers and partners to celebrate 7 years since the founding of Datarati!
Check out all the party pics here!
Filed under: CRM, Customer Experience, Customer Lifecycle Marketing, Marketing Automation | Tags: Data Scouts, Training
To all industry leaders in digital transformation, marketing automation & CRM:
Put simply: to deliver an awesome customer experience to your customers you need to train and then most importantly empower your staff!
Since the launch of our Data Scouts www.datascouts.com.au digital transformation course back in April this year we have had hundreds of enquiries from digital marketing executives across Australia who have written to us wanting to register for our course but have been unable due to one of the following reasons:
1.) No staff training budget
2.) Internal approval process to hard
No staff training budget? How is your team meant to learn and grow in their roles? I wonder if this was covered off in the interview process with new staff? We really want you to come and join us to help grow our business but we won’t invest in you, our biggest asset. Go figure.
Internal approval process to hard? Why is it so hard? Is your organisation making it difficult to apply for and receive funding for your requested training? If it falls into the ‘too hard’ basket for your staff, why wouldn’t they give the ‘too hard’ excuse for providing a good customer experience.
Enough is enough. It’s time for leaders in this industry to stand up and be leaders. Invest in your people. Invest in their ability to deliver an exceptional customer service.
For those digital marketers who are looking for ways to ‘justify’ the training investment to their managers, start with this.
Data Scouts Directions™ – 2 Day Skills Training Course – Request for Approval
Hi <First Name>,
I’m writing to ask for approval to attend the Data Scouts Directions™ two-day course being held on the XXX 2016 in XXXX.
Lifecycle marketing automation and CRM is critical to driving profitable revenue growth at XXXXX.
Data Scouts Directions™ is a proven marketing automation and CRM transformation consulting methodology which has been specifically designed to teach me how to map out the current state of our organisation’s marketing strategy, marketing technology landscape, marketing team operations and our lifecycle marketing campaigns.
This course is supported by the Association for Data-driven Marketing & Advertising (ADMA) and will teach me the core principles of how to transform our prospect and customer marketing campaigns for execution across the acquisition, on-boarding, engagement and retention stages of their customer journeys.
I believe that attending Data Scouts Directions™ would especially help me on these projects:
– [add project or initiative]
– [add project or initiative]
– [add project or initiative]
Here is an approximate breakdown of conference costs:
- Transportation: $ xxx
- Hotel: (2 nights at $350/day) (if applicable)
- Meals: (2 days at $60/day)
- Registration Fee: (AUD$3,000) ex. GST
Total: $ x,xxx
Based on this investment in training, I am forecasting a cost savings to the business of X and an ROI of Y.
As there are only 10 exclusive places in the XXXXX training course, I would like to register as soon as possible.
I’ll be sure to submit a post-course report that will include an executive summary, major takeaways, tips, and a set of recommendations to maximise the return on our investment.
I can also share all relevant information obtained with other staff and stakeholders within the company.
Thank you for considering this request. I look forward to your reply and approval.
Anyone could be a leader if there was no cost. True leaders willingly pay a price, to sacrifice self interest, to have the honor to lead. – Simon Sinek
Next courses: 18-19th July in Sydney and 25th-26th in Melbourne.
Book Now: www.datascouts.com.au
Filed under: #mktgcloud, Customer Experience, Customer Lifecycle Marketing, Marketing Automation, Marketing Cloud
Datarati turns 7 on the 1st of June!
This calls for a celebration and of course a birthday campaign idea!
Use your Marketing Automation & CRM data to set-up and deliver an automated cross channel (email, sms, web, social, apps) happy birthday campaign to engage your customers!
If you’re looking for additional campaign ideas to engage your customers, simply visit www.datarati.com.au and click ‘Launch the Experience’ in the top bar.
This demo will not only demonstrate triggered marketing automation but will also add you to our nurturing campaign which is full of proactive campaign ideas across the acquisition, on-boarding, engagement and retention stages of the customer lifecycle.
Filed under: Customer Experience, Customer Lifecycle Marketing, Datarati, Marketing Automation | Tags: CRM, Data Scouts, Digital Transformation, Marketing Automation
I am continually asked by Datarati (www.datarati.com.au) customers the following question…
Q. How do you keep internal momentum post implementation of Marketing Automation and CRM technologies?
A. Build an internal centre of excellence (CoE) to support digital transformation across your Marketing, Sales & Service departments.
Sounds simple. Right? What is a centre of excellence? Who should be in it? Who should own it? Marketing, Sales, Service, IT? Should there be a different strategy, technology stack, resources and campaigns across different business units or have one across the entire organisation?
Firstly, what is a centre of excellence?
A centre of excellence (CoE) is a team, a shared facility or an entity that provides leadership, best practices, research, support and/or training for a focus area. The focus area might be a technology (e.g. Marketing Automation or CRM), a business concept (e.g. Campaign Execution), a skill (e.g. consulting) or a broad area of study (e.g. digital transformation).
Within an organisation, a centre of excellence may refer to a group of people, a department or a shared facility. It may also be known as a competency centre or a capability centre.
The centre of excellence concept is often associated when new software tools, technologies or associated business concepts are being implemented within an organisation such as Marketing Automation or CRM.
So what do you need to build one?
To build an effective centre of excellence (CoE) you need 4 things:
1.) Strategy – you need to define your customer experience vision which spans across Marketing, Sales & Service. Then you need to align your corporate objectives with your marketing objectives and ensure that those objectives if achieved will deliver on your customer experience vision. Finally, you need to ask yourself ‘Why Now’? What if we don’t invest in a centre of excellence (CoE) to ensure we deliver a seamless customer experience across Marketing, Sales & Service? What impact will this have on our company?
“Strategy without tactics is the slowest route to victory. Tactics without strategy is the noise before defeat.” Sun Tzu, 500 BC.
2.) Technology – you need to select a technology stack which incorporates all customer touch points including; email, mobile, social, web, apps, paid search, paid display, sales teams (direct & channel) and call centre teams.
“As a company, you need to get to the future first, ahead of your customers and be ready to greet them when they arrive.” – Marc Benioff, Chairman & CEO, Salesforce.com
3.) Resources – you need to invest internally and externally at a factor of 3:1 (For every $1.00 you spend on technology, you need to spend $3.00 on services & enablement.
When embarking on digital transformation change you need to firstly invest in an external services partner who can support you with best practice customer experience strategy e.g. (defining a vision and aligning objectives), marketing automation technology implementation and CRM integration e.g. (Salesforce Marketing Cloud with Salesforce Sales & Service Clouds) and campaign execution support e.g. (campaign design, campaign building, campaign testing, campaign execution and campaign reporting).
You then need to invest significantly internally in acquiring new talent as well as up-skilling and re-training existing staff and providing them with training to develop the right skills which will enable them as an internal services partner.
Best practice Marketing Automation & CRM Training from Data Scouts (official digital transformation course of the Association of Data-Driven Marketing (ADMA): http://www.datascouts.com.au/wp-content/uploads/2016/03/Data-Scouts-One-Page-Information.pdf
Your centre of excellence (CoE) should consist of both external resources with internal resources. Why? External resources from your partner can provide objective best practices and knowledge from across a range of verticals. Internal resources can provide industry domain knowledge and be empowered to serve the customer and deliver a positive experience regardless of their business unit or KPI. So what type of resources do you need?
At Data Scouts (www.datascouts.com.au) , we recommend you look for the following resources to join your internal services partner team.
Strategy – Digital Transformation Manager, Lifecycle Campaign Manager, CRM Manager, Marketing Automation Manager
Technology – Multi-Cloud Technical Architect, Mulit-Cloud Solution Architect, Multi-Cloud User Experience Architect, Data Analyst
Resources – Program Manager, Project Manager, Change Manager, Culture Manager, Account Director, Account Manager, Account Executive
Campaigns – Creative Design Manager, Web Designer, Web Developer, Quality Assurance Architect, Campaign Analyst.
“Great vision without great people is irrelevant.” – Jim Collins, Good to Great
4.) Campaigns – you need to map out the current state of the campaigns you are running across the acquisition, on-boarding, engagement, retention and re-engagement stages of the customer lifecycle. Once you have mapped out the current state, you then need to map out future state campaigns using your new technology stack which will allow you to achieve your customer experience vision.
Once these campaigns have been identified for each lifecycle stage (acquisition, on-boarding, engagement, retention and re-engagement), you need to prioritise these campaigns to ensure you are focusing on customer first initiatives instead of company first initiatives.
“People don’t buy products or services, they buy experiences which are delivered by your products and services” – Seth Godin, Best Selling Author
So who should own the centre of excellence, who should pay for it?
The centre of excellence (CoE) should be set up as a shared services group within your organisation. Each division (Marketing, Sales, Service, IT) should all be required to co-invest and have co-ownership of the group. Remember the customer doesn’t care who pays for it and who owns it… the customer just wants to ensure they have a frictionless customer experience across all touch points and divisions.
Should there be a different strategy, technology stack, resources and campaigns across different business units or have one across the entire organisation?
Every organisation should have 1 customer experience strategy and vision across Marketing, Sales & Service. This customer experience strategy and vision should be supported by IT as part of the shared services group within the centre of excellence (CoE).
There should be 1 technology stack. These days all the leading vendors have very similar Marketing Automation and CRM capabilities.
There should be 1 group of shared services resources which support multiple business units and divisions.
There should be 1 over arching enterprise wide campaign strategy e.g. number of contacts per month, subscription management etc. However, the tactical execution (content, channel) etc will differ across business units and divisions.
88% of companies are going through digital transformation, only 25% know why. – Brian Solus – Principal Analyst , Altimeter Group
What is your WHY?