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Sitefinity Digital Experience Cloud Analyzing and Optimizing the Customer Journey

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Sitefinity Digital Experience CloudAnalyzing and Optimizing the Customer Journey

© 2016 Progress Software Corporation and/or its subsidiaries or affiliates. All rights reserved.2

Agenda

Problem Value Propositions

How to Get Started Integration

© 2016 Progress Software Corporation and/or its subsidiaries or affiliates. All rights reserved.3

WEB

EMAIL

JOURNEY

Page Visits

Bounce Rates

Number of Contacts

Leads Email Workflows Landing Pages Campaigns

The Marketing Maturity Model

360 Contact Profiling Audience Management Journey Analysis Personalization Content Attribution

© 2016 Progress Software Corporation and/or its subsidiaries or affiliates. All rights reserved.4

The Need for Customer Journey Analytics

Customer Journey

Web Sites

Emails

Mobile AppsAds

Social

Google Analytics

DoubleClick

Marketo

Eloqua

Optimizely

Facebook Connect

Social Analytics

Many tools - no big picture

Single source of truth?

Insights combining even two of all channels? Example: web and email

Where are the Audiences?

Anonymous Visitors & Experience Personalization

Leads Identification & Audience Management

Content Attribution & Insights

Conversion Rate Optimization

© 2016 Progress Software Corporation and/or its subsidiaries or affiliates. All rights reserved.6

Anonymous Visitors & Experience Personalization

Value Proposition Deliver a better digital experience to your

anonymous visitors based on brand strategy and the different personas browsing your web site

Setup & Configuration1. Ensure all necessary pages and events are tracked

2. Configure Personas & Rules

3. Configure Sitefinity segments for each Persona

4. Deliver Personalized Content

5. Measure results with Personalization Reports

© 2016 Progress Software Corporation and/or its subsidiaries or affiliates. All rights reserved.7

Anonymous Visitors & Experience Personalization

Leads Identification & Audience Management

Content Attribution & Insights

Conversion Rate Optimization

© 2016 Progress Software Corporation and/or its subsidiaries or affiliates. All rights reserved.8

Leads Identification & Audience Management

Value Proposition Generate leads and ensure the best individually

personalized targeting of each lead

Setup & Configuration1. Ensure all necessary pages and events are tracked

2. Ensure Form Submissions are tracked and contact data is reported

3. Configure Lead Scoring & Rules

4. Configure Contact Properties

5. Get notifications for lead scoring and visualize the full web site journey for each contact

© 2016 Progress Software Corporation and/or its subsidiaries or affiliates. All rights reserved.9

Anonymous Visitors & Experience Personalization

Leads Identification & Audience Management

Content Attribution & Insights

Conversion Rate Optimization

© 2016 Progress Software Corporation and/or its subsidiaries or affiliates. All rights reserved.10

Content Attribution & Insights

Value Proposition Configure multiple customer journeys and compare

how your digital assets contribute to the current conversion rates of each journey

Setup & Configuration1. Ensure all necessary digital assets are tracked

2. Ensure all conversions are tracked

3. Configure one or more Customer Journeys

4. Configure / Discover key Touchpoints

5. Visualize the Marketing Attribution

6. Invest in the right content marketing initiatives

© 2016 Progress Software Corporation and/or its subsidiaries or affiliates. All rights reserved.11

Anonymous Visitors & Experience Personalization

Leads Identification & Audience Management

Content Attribution & Insights

Conversion Rate Optimization

© 2016 Progress Software Corporation and/or its subsidiaries or affiliates. All rights reserved.12

Conversion Rate Optimization

Value Proposition Change the customer journey for different

audiences and increase the conversion rates

Setup & Configuration1. Ensure all necessary digital assets are tracked

2. Ensure all conversions are tracked

3. Configure one or more Customer Journeys

4. Define the best Engagement

5. Create a Personalization Campaign

6. Engage your Audience

7. Measure the Conversion Rates impact

© 2016 Progress Software Corporation and/or its subsidiaries or affiliates. All rights reserved.13

Data aggregation and preparation

Digital Experience

Cloud

Customer Journey Database

Customer Journey Personalization & Optimization

Customer Journey Analysis

Marketing Automation

Social Media

CRM

Custom

Mobile Apps

Website

A B C D

The Big Picture

© 2016 Progress Software Corporation and/or its subsidiaries or affiliates. All rights reserved.14

Web Analytics

Standalone

Page Visits

Banner Clicks

Participation Rates

With the Customer Journey context

Who visited the page, what else did she do?

Which banner works best?

Who converted and why?

© 2016 Progress Software Corporation and/or its subsidiaries or affiliates. All rights reserved.15

Google Analytics - Integration

Web Sites

GTM

DEC GA

Single Data Flow

© 2016 Progress Software Corporation and/or its subsidiaries or affiliates. All rights reserved.16

Email Marketing & Automation

Standalone

Visualize Leads

Setup Emails

Workflow Reports

With the Customer Journey context

360 Contact Profiling

Which is the perfect audience for the campaign?

How did the workflow impact the journey?

© 2016 Progress Software Corporation and/or its subsidiaries or affiliates. All rights reserved.17

Email Marketing - Integration

Digital Experience Cloud

EmailMarketing

Target Audience Selection

Campaign Results

Email Campaign Attribution

Campaign Execution

© 2016 Progress Software Corporation and/or its subsidiaries or affiliates. All rights reserved.18

CRM Systems

Digital Experience

Cloud

CRM System

Target Audience Selection

Scoring & Conversions

Contact Data

Sales Interactions

Sales Campaigns Attribution

Personalization based on CRM data

Sales Workflows

© 2016 Progress Software Corporation and/or its subsidiaries or affiliates. All rights reserved.19

Mobile Apps

Digital Experience

Cloud

Mobile App

Personalization

Experience Tracking

Content Attribution

Persona Scoring

Device Specific Marketing

Campaigns

© 2016 Progress Software Corporation and/or its subsidiaries or affiliates. All rights reserved.20

BasicContact Profiling

Basic Journey AnalysisBasic Lead Nurturing & Personalization

StandardContent Marketing Analytics

Marketing AttributionAdvanced Personalization

AdvancedFull Customer Journey Optimization

Predictive Segmentation & CampaignsPredictive Personalization

Enterprise Drive Digital Transformation at Scale

Key Value Propositions & Packages

© 2016 Progress Software Corporation and/or its subsidiaries or affiliates. All rights reserved.21

Getting Started

1 Contact your Partner Manager in Progress

Get an introduction and useful resources

Enable your own instance of DEC for your web site

Evaluate and prepare to demonstrate the value propositions

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