5 Obstacles to Marketing Intelligence - Part II

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5 Obstacles to Marketing Intelligence – II What Stops Us From Achieving Marketing Greatness

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Quick Review of Last Week’s Lecture

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Last week, we started talking about the 5 obstacles that keep b t th 5 b t l th t k organizations from achieving organizations from achieving marketing excellence

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We covered the first 2 obstacles and will be moving on the final 3 thi this week k

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We will have established the W ill h t bli h d th foundations of the course after this lecture and will start moving i into the actual analytics and h l l i d metrics from our next class metrics from our next class http://emagine‐group.com

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So let’s get caught up first…

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Obstacle 1: Obstacle 1 Getting Started g

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What are some of the reasons that people give for why they are unable to get started? bl t t t t d?

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How do we overcome them?

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Obstacle 2: Ob t l 2 Causalityy

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What is causality? Wh ti lit ? How does it affect our marketing? g

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As intelligent marketers, how do As intelligent marketers how do we counter causality arguments? y g

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The Remaining 3 Obstacles

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Overcome Obstacle 3: L k fD t Lack of Data— Strategies for Obtaining g g Customer Data

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Many marketers struggle with y gg too much data, rather than not enough h

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Remember that we covered collection and analysis of the right data in overcoming obstacle i h d i i b l 1 http://emagine‐group.com

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But B2B companies have a l iti t d t h ll legitimate data challenge, since i these companies do not sell p directly to customers

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They sell through a channel and y g do not have direct access to customer transactional data i ld

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There are three approaches to Th h h overcome this obstacle overcome this obstacle

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Option 1: O ti 1 Channel Partner Data Sharingg

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Mornings for John Chambers, M i f J h Ch b CEO of the $39 billion Cisco $ Systems empire, starts with a can of Diet Coke and Cisco’s e‐Sales f Di C k d Ci ’ S l portal http://emagine‐group.com

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Through this enterprise web Through this enterprise web application, the senior management can drill down through global sales data that through global sales data that occurred on the previous day by geography, purchasing company/products or sold by a company/products or sold by a specific sales manager p g http://emagine‐group.com

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Now, for those of you unfamiliar , y with the Cisco sales model, this is a great trick tt i k

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Why?

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Cisco sells more than 95% of its products indirectly through value‐added resellers l dd d ll

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So how does Cisco do it?

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Cisco contractually requires its y q value‐added resellers to share customer sales data l d

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Most B2B companies find that requesting customer data from the channel partner is met with a firm channel partner is met with a firm ‘‘no way.’’ The partner refuses on th the grounds that the data are its d th t th d t it property and the source of its competitive advantage. http://emagine‐group.com

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Cisco requires channel partners q p to share customer data in order t to resell their products ll th i d t

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So B2B companies must answer So B2B companies must answer the question: q ‘‘What’s in it for my channel ‘‘Wh t’ i it f h l p partner to share its data?’’

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One answer is that B2B companies spend considerable marketing dollars co‐marketing with channel g partners so shared data analysis provides deep insights into how to provides deep insights into how to radically improve the marketing performance http://emagine‐group.com

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Now, we need to be clear about one Now, we need to be clear about one thing – and it’s a big thing ‐ the B2B fi d firm does not necessarily have to t il h t know the name and address of the customer; this could be deleted from the shared data file from the shared data file.

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What we are interested in is what products or services the customer purchases, and the h d h ability to act upon these data, ability to act upon these data, perhaps through the channel partner http://emagine‐group.com

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This “disguise approach” works g pp because the channel partner’s concern that if the B2B firm has h if h B2B fi h the customer data, it will want to the customer data, it will want to go direct and cut the channel out of the deal http://emagine‐group.com

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Option 2: O ti 2 Frequent Drinker Programs q g

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Suntory is one of the largest liquor distillers in Japan and liquor distillers in Japan and brews a beer called Suntory Malts

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It is in the 3rd tier of popularity, p p y, in terms of sales revenue and b d brand awareness

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But in the late 1990s, Suntory did something with the Internet that something with the Internet that at the time that was particularly innovative

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They created a y frequent drinker web site b i

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Now, Suntory, like Cisco, sells all of Now, Suntory, like Cisco, sells all of its beer indirectly through beer di t ib t distributors, bars, restaurants, b t t g grocery stores and vending y g machines – which makes data collection difficult if not impossible collection difficult, if not impossible

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So the creation of a website where So the creation of a website where customers would come to and input the number of beers they drank, g e by codes o given by codes on the bottles, and in e bo es, a d return get points was an interesting way to collect data way to collect data http://emagine‐group.com

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IIn return for sharing the data, t f h i th d t customers got to purchase silly g p y hats, bottle tops with their name i imprinted on it, or the chair that i d i h h i h is too uncomfortable to sit in is too uncomfortable to sit in http://emagine‐group.com

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At the peak of the campaign, p p g , Malts reported 300,000 visitors a month to the web site h h b i

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More importantly, these were high‐ value customers – the frequent q drinkers – and the website enabled the collection of data for direct the collection of data for direct marketing extremely easy

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Now, this worked in Japan N thi k di J because after work office parties p involve the mass consumption of alcohol. This would not have l h l Thi ld h worked in the US! worked in the US! http://emagine‐group.com

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But the idea of a frequent q drinker program transcends cultures and geographies… lt d hi

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Welcome to mycokerewards.com k d

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My Coke Rewards ¾ The website is a loyalty

program for frequent Coke‐ branded product drinkers ¾ Again, users get points for how many Coke drinks they y y have and get rewards such as T‐shirts, DVDs and discounts with the many partners with the many partners affiliated with the marketing activity

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What do we learn?

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Customer data is a cheap C t d t i h as a T‐shirt!

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My Coke Rewards enable Coke to M C k R d bl C k have direct access to their “frequent q drinkers” and to do direct marketing via e mail to this valuable customer via e‐mail to this valuable customer base

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The site also provided a revenue stream for Coke through the paid t f C k th h th id ads on the site for participating ads on the site for participating partners

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In both of these example, there i is a crystal clear value t l l l proposition for customer and proposition for customer and resellers to share their data

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S th So the question that we ask is: ti th t ki “What is your value proposition f for customers to provide their id h i data? http://emagine‐group.com

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Option 3: p Use Surveys as a Proxy f C for Customer Data

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We can also use focus groups and surveys for fine‐grained d f fi i d segmentation and target segmentation and target marketing

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The idea is to capture the demographics, characteristics, and g p , , purchasing habits of your end customer through in depth market customer through in‐depth market research

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We can create survey‐based, analytic marketing offers targeting y g g g these segments and test them using focus groups and experiments as we focus groups and experiments as we discussed in Obstacle 2

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Now, I should note that this approach is not as effective as pp analyzing large customer transaction data sets it can be a great way to data sets, it can be a great way to get started if you are a B2B firm

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There are many professional service firms that will design, conduct and g , analyze the survey, but you can start with a free lunch and a gift for with a free lunch and a gift for participants

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The internet has also given us the ability to create and conduct online y surveys. For the cost of surveying 10 people in person you can survey people in person, you can survey 100 or more online

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But there is a problem with the survey model, online or offline – d l li ffli getting people to sign up and getting people to sign up and participate

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The other problem that we discussed was privacy issues p y because customers can be hesitant about sharing information in fear of about sharing information in fear of how it might be used

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One marketer once told a story of their legal department telling them g p g to delete customer data after a specific time period for fear of specific time period for fear of liability

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The reason…

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The company did not have a privacy p y policy and the legal department did g p not understand what marketing planned to do with the customer planned to do with the customer data

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So, first thing – So first thing marketers must marketers must clearly communicate the privacy y p y policy both internally and externally about how data will t ll b t h d t ill and will not be used

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In some cases, there are laws , preventing direct data collection of customer data f d

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In the United States, the Health Insurance Portability and y Accountability Act (HIPAA) prevents pharma companies from knowing companies from knowing patient prescriptions

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While we have to follow these laws, there are ways around them

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If you create a website targeting a specific illness, like diabetes, you can provide information and provide provide information and provide community support groups to give product information to customers d i f i while gaining customer feedback g g and insights http://emagine‐group.com

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The key understanding is simple – always add value to the customer y interaction by answering the question “What’s in it for me?” from question “What’s in it for me?” from the customer’s perspective

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Overcome Obstacle 4: Resources and Tools— d l Build the Infrastructure for Data‐ Driven Marketing

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IInfrastructure for f t t f Analytic Marketing y g

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A PC combined with Microsoft Excel makes for an amazingly powerful tool f lt l

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For infrastructure, this is all most marketers need to get started on th the analytic marketing path l ti k ti th

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But you should know the limitations ‐ Excel 2003 had a limit of 65,536 , rows in a spreadsheet, and Excel 2007 has a limit of 1 048 576 rows 2007 has a limit of 1,048,576 rows by 16,384 columns

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So if you have a large number of customer, Excel is not going to t E li t i t work as a marketing database, work as a marketing database, not should it

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Now I will provide you with Excel templates for analyzing customer p y g satisfaction data, internet metrics, and calculating financial return on and calculating financial return on marketing

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We can also use Excel to create and manage marketing campaign scorecards d

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But if you have a large customer database you will need to use database, you will need to use SAS, SPSS or a specialized business intelligence application

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‘‘The difference in these requirements is the difference i t i th diff between building a ranch house g or the Empire State Building.’’

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In short – Think big, start small and scale up fast d l f t

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IInfrastructure for f t t f a Large Firm g

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Customer Data Customer Data Collection

Technical Tools g Data Storage http://emagine‐group.com

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We will spend time talking about this model in later lectures so I this model in later lectures, so I will hold off on going into detail g g now

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Overcome Obstacle 5: P People and Change— l d Ch Create an Analytic Marketing y g Culture

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What’s the one phrase that we h hear more than any other in th th i business when it comes to business when it comes to change?

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“I am just a _________ and have “I j t dh no influence to create change.” g

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90% of employees % p y underestimate their potential to i fl influence others h

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In previous examples, we have p p , seen that small changes can have bi i big impacts t

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You have to understand that in the culture of an organization, change g , g starts with you. So start with simple changes that positively impact those changes that positively impact those around you

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Now, we have to understand that creating a analytic marketing or ti l ti k ti marketing intelligence culture marketing intelligence culture requires more than one person

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You have to convince others and the quick win is an essential early step t

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Find out who the decision makers in your organization are k i i ti and learn what will convince and learn what will convince them to believe in the change

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One fact that we need to remember is: b i The trouble with change is people

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To understand corporate culture, thi k f it th think of it as three major j categories: rational, bureaucratic g , or political

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YYoung MBAs believe that MBA b li th t organizations are rational g meaning the best idea will win. E Experienced managers know that i d k h isn’tt the truth. isn the truth. http://emagine‐group.com

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A bureaucratic organization has a g very rigid organizational structure, and protocols must be t t d t l tb st ct y o o ed strictly followed in communicating with senior executives i http://emagine‐group.com

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These organizations are g militaristic, with the general giving orders from the top, and i i d f h d the commanders ensuring the the commanders ensuring the orders are executed on the front lines http://emagine‐group.com

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Political organizations have g centers of power, with i di id l h h individuals who have kingdoms ki d within the organization, often within the organization, often accompanied by budgetary authority and staff http://emagine‐group.com

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The best example of a political p p organization – a university or center of higher learning t f hi h l i

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Henry Kissinger once said, ‘‘The reason the fights are so fierce in th fi ht fi i academia is because the stakes academia is because the stakes are so low.’’

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What are the Wh t th best ways to drive change? y g

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‘‘Our Our marketing budget is being cut marketing budget is being cut by 36 percent; we need to justify our f future marketing spending.’’ k i di ’’ ‘‘We are losing significant market share ’’ share. http://emagine‐group.com

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‘‘Our Our discount marketing is killing overall discount marketing is killing overall profitability.’’ ‘‘We are hemorrhaging customers and don’t know who are the most profitable.’’ ‘‘Our Our competitors are consistently competitors are consistently outmarketing us.’’ http://emagine‐group.com

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Create Incentive for Change g through Measurement and Behavior d h i

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Weight Loss g & C l i C Calorie Counting ti

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The point is if p you can measure it, you can control it. t l it

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For marketers, making metrics and measurement ‘‘public’’ d t ‘‘ bli ’’ within the organization will incite within the organization will incite change

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Many organizations incite activity, not results, so the idea is ti it t lt th id i to focus on the metrics that really value marketing

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