leveraging sitecore to create a completely connected customer experience

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Leveraging Sitecore to Create a Completely Connected Customer Experience Donald Donais Solutions Architect – Avtex Portals and Customer Experience Lefteris Grammatas Senior Business Optimization Consultant - Sitecore

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Discover how to interconnect data and create marketing awareness for an improved CX with Sitecore

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Page 1: Leveraging Sitecore to Create a Completely Connected Customer Experience

Leveraging Sitecore to Create a Completely Connected Customer Experience

Donald DonaisSolutions Architect – Avtex Portals and Customer Experience

Lefteris GrammatasSenior Business Optimization Consultant - Sitecore

Page 2: Leveraging Sitecore to Create a Completely Connected Customer Experience

Today’s Session

• Understanding Customer Experience Around Portals

• How To Define Customer Experience

• Defining a Customer Experience Roadmap

• How Does Sitecore Work with Customer Experience?

Objectives

Page 3: Leveraging Sitecore to Create a Completely Connected Customer Experience

UNDERSTANDING CUSTOMER EXPERIENCE AROUND PORTALS

Page 4: Leveraging Sitecore to Create a Completely Connected Customer Experience

Customer Experience

How Do You Define Customer Experience?

Page 5: Leveraging Sitecore to Create a Completely Connected Customer Experience

CX Defined

“Customers perceptions and related feelings caused by the one-off and cumulative effects of interactions with supplier's employees, systems and channels or

products”

Page 6: Leveraging Sitecore to Create a Completely Connected Customer Experience

Customer Interactions

• What is Shaping a Customer Interaction? Modes By Which to Interact Emotions Involved with the Interactions Point of Need/Time

Page 7: Leveraging Sitecore to Create a Completely Connected Customer Experience

Why Do Customers Leave?

Did You Know?

Of US consumers will abandon an online transaction if their questions or concerns are not addressed quickly.

Purdue University Benchmark

Seek Alternatives

Poor CXPrefer Competitor

Dissatisfied with Products/Service

Move AwayDie

Page 8: Leveraging Sitecore to Create a Completely Connected Customer Experience

Customer Experience

How Are You Connecting With Your Customers?

Page 9: Leveraging Sitecore to Create a Completely Connected Customer Experience

The Integrated Customer Experience

It’s about omni channel

It’s not about multi channel

Contact Center

InteractiveVoice

Response Web Mobile Social Email Video Portals Chat Next

…?

Page 10: Leveraging Sitecore to Create a Completely Connected Customer Experience

Omni Channel = Integration• Organizations Have Many Touch Points

Integration is Key to Omni Channel and CX• Strategy Around CX Is Needed

Understanding Interactions Underpinning Technologies Needed Integration Points Between Technologies

• Integration between Touch Points Give Organization Data at Point of Need Allows for Cohesive Customer Experience Reduced Time in Connecting with Customers Increased Overall Customer Satisfaction

Page 11: Leveraging Sitecore to Create a Completely Connected Customer Experience

DEFINING CX FOR YOUR ORGANIZATION

Page 12: Leveraging Sitecore to Create a Completely Connected Customer Experience

Defining a Persona

• Personas Represent Your Customer

• Activities They May Want To Do• What Interactions Points They

Prefer• How Technically Savvy Are They

Page 13: Leveraging Sitecore to Create a Completely Connected Customer Experience

Experience the Experience

• What is Your Customers Experiencing When Interacting With You?

• What is The Customer Experience When: Requesting Support Information Finding Product Information Sales Questions Need To Return a Product

Page 14: Leveraging Sitecore to Create a Completely Connected Customer Experience

Content Model & Information Architecture

• Consistent Definition of Content Across Different Systems

• Within Portals and Apps How is Information Architected to Optimize the Interaction

Content Model

Information Architecture

Page 15: Leveraging Sitecore to Create a Completely Connected Customer Experience

Mapping the Journey

• Identify the Experience that Customer Will Have with Company• What are the Desired Touch Points?• What Channels will be Used?• How Are Touch Points Perceived Internal and External?

Page 16: Leveraging Sitecore to Create a Completely Connected Customer Experience

HOW CAN SITECORE WORK WITH CX?

Page 17: Leveraging Sitecore to Create a Completely Connected Customer Experience

Bring Your Personas To Life

HAROLD

Page 18: Leveraging Sitecore to Create a Completely Connected Customer Experience

Think WHAT is Relevant WHEN In the User Journey

Page 19: Leveraging Sitecore to Create a Completely Connected Customer Experience

SBOS Digital Relevancy Map

AWARENESS RESEARCH DECIDE PURCHASEIntention

Customer Intention Capturing Intention

ObjectivesBusiness Objective Customer Objective

MessageTouchpoint Content

IntentionCustomer Intention Capturing Intention

ObjectivesBusiness Objective Customer Objective

MessageTouchpoint Content

HAROLD

FIONA

Page 20: Leveraging Sitecore to Create a Completely Connected Customer Experience

Capturing Intention

In the moment

Digital Fingerprint• Traffic Source• Device• Landing Page• Product Area

External Context• Weather• Trends

History

Digital Fingerprint• Past content viewed• Traffic Source/Device

last used• Goals completed

Profile

• Personal Information• Demographics• Psychographics• Social Information

Page 21: Leveraging Sitecore to Create a Completely Connected Customer Experience

Personalize Customer Experience

Page 22: Leveraging Sitecore to Create a Completely Connected Customer Experience

.. Based On Your Customers InteractionIN

PUT

WebsitesCRMCall CenterCustom DB Social

Page 23: Leveraging Sitecore to Create a Completely Connected Customer Experience

.. Across Touch PointsIN

PUT

OU

TPU

T

Websites SocialCRMCall CenterCustom DB

Print Website Devices Email/SMS

Page 24: Leveraging Sitecore to Create a Completely Connected Customer Experience

The Different Flavors of Personalization

RulesAlgorithmicConnected

Predictive

Page 25: Leveraging Sitecore to Create a Completely Connected Customer Experience

Rules Based Personalization

If …Then ...

Page 26: Leveraging Sitecore to Create a Completely Connected Customer Experience

Algorithmic Personalization

HAROLD FIONA

VISITOR

Match visitors to pre-defined profiles

Page 27: Leveraging Sitecore to Create a Completely Connected Customer Experience

Connected Personalization

Omni-channel Coordination

Page 28: Leveraging Sitecore to Create a Completely Connected Customer Experience

Predictive Personalization

Machine Learning

Page 29: Leveraging Sitecore to Create a Completely Connected Customer Experience

Measure Personalization on Aggregate Level

Personalization Tracker Experience Intelligence

Page 30: Leveraging Sitecore to Create a Completely Connected Customer Experience

Measure Personalization on Individual Level

Page 31: Leveraging Sitecore to Create a Completely Connected Customer Experience

DEMO

• Personalization, Facebook campaign• Creating personas• Applying profiles

Page 32: Leveraging Sitecore to Create a Completely Connected Customer Experience

Rules Based Personalization: EasyJet

Page 33: Leveraging Sitecore to Create a Completely Connected Customer Experience

Take the Leap From Your Competitors

“EasyJet has wiped the floor with us..”

Michael O’Leary, Ryanair CEO The Telegraph - Friday 29, November 2013

Page 34: Leveraging Sitecore to Create a Completely Connected Customer Experience

Predictive Personalization: Australian Super

+300%

Page 35: Leveraging Sitecore to Create a Completely Connected Customer Experience

Connected Personalization: Leo Pharma

Page 36: Leveraging Sitecore to Create a Completely Connected Customer Experience
Page 37: Leveraging Sitecore to Create a Completely Connected Customer Experience

[email protected]@lgrammatas

lefterisgrammatas.com

Find Out More Information

Lefteris Grammatas

For More Information About Avtex Customer Experience Consultants

For More Information About How Sitecore Can

Optimize Your Interactions

[email protected]@dondonais

http://www.avtex.com/en/Solutions/Customer-

Experience.aspx

Donald Donais