World’s Largest Information Management Conference Addresses the Latest Developments in Applications, AI, Automation, IoT and Cloud
OpenText, the global leader in Enterprise Information Management (EIM), officially opened Enterprise World 2018, welcoming 5,000 attendees to Toronto for presentations from leading EIM experts and innovators.
Mark J. Barrenechea
“All industries are facing a series of challenging macro-trends as they transform into intelligent and connected enterprises,” said Mark J. Barrenechea, Vice-chair, CEO and CTO, OpenText. “The new demands of a millennial workforce, the relentless threat of cyberattack, changing modes of work, and newly challenging information privacy and regulatory environments are changing the ways that businesses operate. At the same time, digital technology is changing the nature of commerce, work, society, privacy, and security. At OpenText we believe that data and information can be harnessed to ensure these changes make a profound and positive impact on all of our lives.”
“OpenText Enterprise World is the only annual event where leaders from across industries and across the world convene to hear about the latest innovations and advances in Enterprise Information Management,” said Patricia Nagle, SVP & CMO, OpenText. “We hope that every one of the 5,000 attendees, whether customer or partner, technology user or business leader, will leave Toronto feeling inspired, informed, and ready to transform their organization.”
Defining the Future of EIMAt Enterprise World 2018, OpenText will announce OT2, a next-generation hybrid EIM platform based on a micro-services architecture. OT2 supports native cloud SaaS applications that can integrate with on-premises deployments to extend new capabilities to customers’ existing investment. This new platform will allow OpenText customers and partners to build the next generation of EIM applications and services, gaining greater insight and value from the information that underpins their businesses.
OpenText Release 16 in actionReleased in April 2016, OpenText Release 16 is the most comprehensive, integrated digital information platform available on the market. A single platform that manages and analyzes the entire flow of information, addressing key areas of the user experience, machine-to-machine integration, automation and other aspects of the digital-first organization. Over the last 24 months, OpenText has continually innovated on the platform, providing organizations with new features and integrations to help solve their greatest information challenges, from the changing workforce, the exponential increase in IoT devices, gaining more insight into vast information lakes, and supporting new regulatory requirements like GDPR.
Information Security and IoTIn a world where more and more devices are connected, endpoints can be anywhere. At Enterprise World 2018, OpenText will demonstrate how combining the innovative identity and access platform acquired from Covisint in July 2017, with market-leading endpoint security acquired from Guidance Software in September 17, will enable a new generation of secure IoT applications and services.
Delivering the Future of AI for EIMAugmented Intelligence (AI) is automating decisions and transforming the relationships between humans and machines. OpenText is building AI into the DNA of its market-leading EIM platform. Out-of-the-box integration and new business-user enabled interfaces in OpenText Magellan will provide enterprises with deep and immediate insight into the organization’s information lakes.
Delivering on Enterprise-Grade Cloud CollaborationDemands for increased mobility and workforce collaboration are changing the way companies approach productivity. With new developer functionality added to OpenText Core, organizations can build applications and work-flows on top of their enterprise-wide Core implementations. The addition of forms to Core also allows users to collect data and information for simple and secure business collaboration.
OpenText Prime Gives Customer Flexibility to InnovateAt Enterprise World 2018, OpenText officially launches OpenText Prime – a pricing model that allows companies to access the full power of OpenText managed services at a single, per-user price. This gives customers the flexibility to break down operational silos and build company-wide digital platforms that leverage the full OpenText portfolio.
ISG Provider Lens Report Finds Providers Investing in Sap Public Cloud Infrastructure Services
Technology and service providers are rapidly evolving their SAP capabilities for enterprise workloads in response to growing momentum in the marketplace for public cloud implementations, according to a new report published by Information Services Group (ISG), a leading global technology research and advisory firm.
(PRNewsfoto/Information Services Group, Inc.)
ISG is seeing significant investments being made by providers to improve their SAP services for public cloud infrastructure, including specialized hardware innovations. This shift is fueling a rise among providers in public cloud alliances, certifications, acquisitions and partnerships, ISG notes in its latest ISG Provider Lens Quadrant report, evaluating providers that offer SAP HANA services.
These moves come amid a consolidation of public cloud hyperscale infrastructure-as-a-service (IaaS) providers supplying HANA services, ISG says. The largest – AWS, Microsoft, IBM and Google – have quickly moved up from providing commodity compute and storage services to offering higher-level, enterprise-certified infrastructure for SAP.
“SAP continues to undergo an ecosystem transformation as cloud computing is now a major component of HANAservices and migration conversations,” said Esteban Herrera, partner and global leader of ISG Research. “Organizations must now consider cloud options for their SAP infrastructure, including hybrid cloud environments or a complete transformation of all their SAP services to public cloud providers.”
One impetus for change, ISG notes, is SAP’s planned 2025 sunsetting of its Business Suite powered by earlier versions of SAP HANA. With that deadline looming on the horizon, enterprises are seeking provider expertise in transforming to SAP’s next-generation S/4HANA and other HANA services. As a result, the field of SAP service providers that offer transformation services is becoming more crowded, and, at the same time, their offerings are becoming more specialized.
Such specialization, aimed at providing pre-configured solutions that speed the pace of migration, includes industry-specific solutions for business outcomes, proprietary tooling, accelerators, scripts and software stacks, ISG said. Providers also are developing and offering migration frameworks that help enterprises navigate technological and organizational complexities, and are forming SAP Centers of Excellence to help their customers accelerate their return on investment.
ISG says the leading providers covered in its latest ISG Provider Lens study are emphasizing SAP Cloud Platform capabilities, including Leonardo development and advisory specialization. Their technology focus includes Internet of Things, analytics, machine learning, blockchain and big data.
The ISG Provider Lens SAP HANA Quadrant Report evaluates 27 providers serving the US market across five quadrants: S/4HANA, BW/4HANA, SAP Cloud Platform, SAP HANA Technology – Infrastructure, and SAP HANA Technology – Managed Services.
Among the providers profiled in the ISG Provider Lens report, IBM was named a market leader in all five quadrants, the most of any provider. Accenture and Capgemini were cited as leaders in four quadrants, while HCL and Infosys were named leaders in three quadrants.
For SAP Cloud Platform services, the leaders were Accenture, Deloitte, Capgemini, IBM, HCL, Infosys and Mindtree, with LTI and Hexaware noted as “Rising Stars.” (See figure.)
The ISG Provider Lens Quadrant report series draws insights on service provider capabilities from focused surveys, briefings, interviews with providers, input from ISG advisors, ISG benchmarking data, and data drawn from the ISG Contracts Knowledgebase and ISG Engagement Database. The series is a complement to the ISG Provider Lens Archetype reports, which offer a first-of-its-kind evaluation of providers from the perspective of specific buyer types.
Conductor’s New CTO Neetu Rajpal Narrates Her Story as a Woman in Tech and About Building Software for the Future, Tech Leadership, and Her Team
Neetu Rajpal has served as Conductor’s VP of Engineering for the past three years, building and leading a very strong and refined engineering team in the marketing tech field. But her incredible service to Conductor is just beginning: as Conductor’s new CTO. In her new role, Neetu has been tasked with unprecedented growth for both her team (doubling our R&D team in the next year) and the technology they are building. As a woman in tech, she has a unique position in the martech industry.
We sat down with Neetu to learn what has brought her to this point in her career, and what the future looks like for Conductor R&D.
Neetu Rajpal, CTO, Conductor
What galvanized you to join Conductor as a CTO?
I have spent a fair amount of time thinking about this question, but my answer is frankly anti-climactic: I passionately dislike being bored. For as long as I can remember, I have chased challenges. As someone who is always extremely curious about everything, I like to understand how things work and what drives them. That desire is really my primary driver but that’s not the only thing that has brought me this far in my career.
Other factors are a willingness to work hard, a large contingent of people (men, women, and children) who believe in me, have given me chances, advice, honest feedback, encouragement and my absolute favorite: challenges. I have been very lucky to have people around me who had exacting standards and really high expectations for both themselves and me.
When I was in the tenth-grade grade in India, I was the only girl in Electronics class and some boys made fun of me (my teacher held them back and created space for me to just learn and be me). I couldn’t understand it: it had never occurred to me to that there were social norms that could define what girls did and what boys did.
My parents had raised me in a world that came without gender limitations. The experience of realizing that others felt there were limits to what I could do and then find advocates who would let me ignore conventional norms and limits has been a pattern throughout my life.
The luck of having parents who raised me with the grit to go after any opportunity, and continuing to be surrounded by believers and supporters, have been key factors in my career successes.
What excites you about the future of Conductor and WeWork?
Conductor is a very human company. We care a lot about our numbers and making a profit, of course, but we have a strong belief that numbers and profit are a consequence of the value that we can bring to our customers. So, from the individual contributor forward, we focus on customer value, and product usage, and believe that the revenue and profit will just follow. This approach resonates deeply with me as a person. Now that we have joined with WeWork, that approach is exactly what I see when I look at how WeWork approaches their business.
The WeWork acquisition gives us the unparalleled opportunity to humanize marketing by developing the technology to close the gap between what our customers are trying to communicate and what their customers are looking for.
What’s Conductor’s core technology mission? What’s your vision for its future?
Conductor, like most software companies, built our product as a monolithic application. This worked really well in the early stages of the SaaS lifecycle as the team was small and everyone could move at the same fast speed. As the company became more successful, as the team grew and our customer base evolved, we found ourselves in a situation where the Monolith was no longer the most appropriate model for us.
For the past few years, we have explicitly used the Strangler Pattern to evolve our codebase and migrate to a Microservices architecture that allows us more control over our scalability and deployment, and in general more independence. Delivering on the product roadmap is always our primary mission, but we have explicitly approached it with good engineering practices, an architectural pattern that makes us as future proof as possible, and supporting tooling and infrastructure to enable good CI/CD.
We are about halfway through our mission of building a modular, relatively independently buildable, deployable and scalable infrastructure, and we will continue to execute on those goals for as long as it makes sense for our business.
The work we have done so far, however, opens up a world for us to think even bigger. We work with a lot of data and we are starting to think about what further insights and information we can glean from this data to help our customers become even better organic marketers.
In the future, I see a significantly greater ability to pull valuable insights and recommendations from the very large amounts of data we collect already on our customer’s behalf. We are leveraging our technical sensibilities and craft to prioritize our customers’ needs first.
What makes Conductor’s tech team a great place to work?
Conductor is a place where we prioritize creating an environment in which everyone is empowered to do their best work. All of our processes and policies are up for evaluation. We make data-driven decisions for what is working for us and what isn’t and we have no fear of change (no matter how big or small).
We are the best fit for hard working passionate technologists who care deeply about their craft, hold themselves to a very high standard, are willing to bring everyone else along with them and put the team before themselves always. We have a mature career development plan for everyone on the team that acknowledges and values the technical contributions, leadership contributions and general scope of influence each person has on the company as a whole. We let individuals decide where they want to take their career and create opportunities to help them grow in that direction.
We have a very rigorous and data-driven interview process and a very small percentage of those who enter the process make it through. We are very protective of the culture we have created and have rejected candidates who have met our technical bar but are not a good culture fit.
What are some Conductor innovations and projects you’re most proud of?
I can potentially list a lot of technical innovations that tickle my inner engineer, but I think the most beneficial one that we have come up with is the uniquely Conductor approach to “Sprint Demos”.
Every two weeks, all the features teams demo some of the work they have done in the past sprint to the whole company – middle school science fair-style. We get our laptops, gather around the long table in the kitchen and invite everyone to come and have a beer, some snacks and a little peek into what we’ve been working on.
We also ask everyone to vote on what they liked best: the team that gets the most votes has lunch the next week with one randomly chosen person outside the tech team who voted for that demo.
This seemingly simple commitment to talking about the work, keeping everyone in the loop and hearing our team members who interact with customers more directly has led to improved innovation, adjustments to features because someone provides us with the key insight: “… you know what customers really want?”.
As we have blown past the Dunbar number at our company (now over 220), this has been a helpful tool in building cross-departmental relationships.
You’re passionate about encouraging more women to rise in tech. What do business leaders need to do to support women in these roles?
At every stage of my career, I have had people around me who pointed out things I wasn’t paying attention to or was unaware of (a promotion I wasn’t asking for even though I was qualified, a project I wasn’t volunteering for even though it was right up my alley). I can take credit for grit and hard work, but I could only apply that to opportunities I could see. If there is only one thing every leader can do for all the people in their scope of influence, it’s to help guide them to see more opportunities and actually change the size of their dreams.
If you see a woman or an under-represented group of people not aiming high enough, it’s likely no one ever told them that they can and should.
As a leader, you are in the unique position of being able to show them the ropes, show them how to think about the situation and themselves, share how you think about them, change their perspective. If you don’t take on that responsibility as a leader, you might miss out on the gem of talent because you didn’t pick up and polish the diamond. Missing out on recognizing and fostering the talent you have is one of the worst mistakes a leader can make.
What advice do you give to women who want to rise in the tech field?
Lead with competence and empathy.
Work hard, deliver results, demand recognition for your results and don’t accept anything less.
Always remember that you are working with human beings and all humans make mistakes.
Don’t define people by their mistakes, define them by how they recover and grow from them.
People have a varied set of communication styles. Do not jump too quickly to an explanation that takes you down a negative path. We all eventually live in our own narratives: the more positive you can make your own narrative, the better the world will be. We have more allies in the world that we recognize. Assume everyone is an ally until data proves otherwise.
If you have unequivocal proof that you are in a situation that will not foster your growth, change your situation, not your goals.
[vc_wp_text]“Marketing automation is going to be a big part of understanding how and where consumers are engaging with your brand, and how to fine-tune the delivery of the content they want.”[/vc_wp_text]
Tell us a little bit about your role at CreativeDrive?
I steer CreativeDrive’s global executive team strategy, client service, performance offerings and growth strategy, overseeing a collective of world-class creators, makers and doers that include an international team of over 1,000+ filmmakers, motion graphic designers, photographers, app developers, composers, and software engineers. CreativeDrive is dedicated to our cutting-edge, proprietary cloud-based technology platform that connects the 150 studios that sit across the US, Latin America, Europe, and Asia. I believe in continuous learning and refinement of our existing processes. I am continuously seeking ways to simplify the content creation cycle and reduce production costs, while also dedicated to producing creatives of the highest caliber.
What are the core tenets of CreativeDrive’s content creation?
Ultimately, CreativeDrive is a global, independent creative and content creation company with an interconnected, borderless team of best-in-class talent. We strongly position ourselves as a new model to the status quo and co-create content directly with brands at the scale to meet consumer demand, empower human connections and drive business and sales forward.
Our approach is best summed up in “the attainable square.” Traditionally, clients have had to choose two of these three: speed, quality and cost (the unattainable triangle). With CreativeDrive, clients really can have all three, plus one more important piece: the ability to future-proof their content for tomorrow’s consumer experience. That’s why we’re continuously reimagining, evolving and enhancing the content creation cycle from the creative process (ideation & planning); to content creation (solutions based on a company’s needs, budget and timeline); to execution (content management tools to organize, replicate, translate and optimize across channels.)
How does CreativeDrive enable personal engagement for brands?
By producing content at scale, CreativeDrive can help provide consumers with the exact content they’re looking for, whenever and wherever they’re searching for it, which is a major goal for retailers and brands. We’re also capitalizing on technological innovation and using CGI, AI/Machine learning, AR/VR, and localization to even further enable our clients to personalize content based on campaign, season, audience and other variables.
What is the one piece of advice you have for B2B marketers in 2018?
Clearly focus on the relevancy and adapt to the changing consumer habits, whilst finding new, unconventional ways of reaching them. Marketing automation is going to be a big part of this – understanding how and where consumers are engaging with your brand, how to fine-tune the delivery of the content they want and a way to meaningful meet them wherever they are on the path to purchase.
How do you see the B2B marketing landscape evolving, in the years to come?
I believe we will see a meaningful uplift in the enhanced nurtured content approach with improved interconnections with the other attributes of marketing. Machine learning playing a greater role in the way brands engage with customers that’s ultimately connected to better, more relevant content. Video will continue to perform as a strong content medium for customer engagement but will be augmented with technologies like AR/VR, CGI and other emerging technologies we have yet to discover and apply. In order to stay competitive, businesses will need to be agile and adapt to using technology that will increase their speed to market and time to value.
Which sectors is CreativeDrive looking to target to expand its reach in 2018?
We work across many different client verticals such as Technology and CPG, but if you look at the industry, we are most dominant in the Fashion and Beauty categories. We work with most of the big beauty brands on a domestic and global level – but those aren’t our only two sectors. Content creation is our expertise and since any and every industry needs content, what we can provide is industry agnostic.
Currently, we are developing our own machine learning platform that will help clients identify content gaps for an even faster turnaround. We see machine learning as a huge opportunity that ultimately equates to better client service across industries.
We’re focusing on now and what’s next as we as we prepare our studios and our clients for the next wave of sweeping technological innovation.
What startups are you watching/keen on right now?
Bose recently announced a new AR acoustics prototype and a $50 million fund for AR audio startups that focus on the intersection of sound and vision. While Bose is not a startup, I applaud their leadership and this visionary move of investing in new technology to harness an elevated AR sensory experience while also investing in startup companies. CreativeDrive has an award-winning team of musicians and composers that are deeply integrated into our content production model. We are focused on every sensory experience at every touch point for the customer, so audio is just as much of a focus for us as video. I will be watching Bose, the companies they fund, and for emerging companies specializing in audio – while continuing to develop, refine and enhance our video capabilities.
What does CreativeDrive’s MarTech stack currently consist of?
Technology will continuously change the way we share, create and discover content. It is our mission to constantly challenge the status quo, create faster with greater efficiency and use the most innovative technologies, to meet consumers’ ever-growing demand for world-class content.
We operate on a proprietary cloud-based platform that enables us to plan, track and share content from pre-production, and throughout entire production to post-production process.
Could you tell us about a standout digital campaign? (Who was your target audience and how did you measure success)
We significantly enhanced content creation and execution lifecycles across all engagement channels through our partnership with Estee Lauder. The brand has dedicated content labs within our Downtown NY studio, which helped consolidate Estee Lauder’s content production process while integrating their internal division that was producing redundant, overlapping content, multiple times, for different channels. We helped increase sales conversion by over 240 percent through content optimization. It was a privilege and honor working with the iconic brand and winning the “supplier of the year award” across categories.
We’re also proud of our partnership with United Airlines. Specifically, a digital campaign we created to celebrate an aviation icon and the end of an era. United wanted to develop a social media campaign that would generate nostalgia, excitement and ticket sales for the final farewell of the last 747 in its fleet. Our team quickly developed a retro graphics look and feel for developing assets for the historic event, including an Inflight magazine cover as well as a series of social media videos blending historic and contemporary video with motion graphics to create an engaging, dynamic story. The first video post resulted in 162 views, 4,100 reactions and 1,573 shares on Facebook. Tickets were sold out in less than 24 hours of the post.
How do you prepare for an AI centric world as a business leader?
We are embracing the opportunity and investing as nearly a third our company is made up of solution developers, analysts and engineers and for a highly creative company, is much higher than the average investment in research and development and emerging technologies. At CreativeDrive, we’re always looking for the latest and greatest tech, including artificial intelligence and ways to apply these innovations to our and our clients’ businesses.
One word that best describes how you work.
Collaboratively
What apps/software/tools can’t you live without?
I will say iTunes, as I had my iTunes account hacked very recently and did not realize how not having it for a couple of days had an impact.
What’s your smartest work related shortcut or productivity hack?
Shorten meeting times, for example, don’t pre-set to 1-hour meetings, make them 45 minutes.
What are you currently reading? (What do you read, and how do you consume information?)
From a personal perspective, I am currently reading anything to do with sustainable heating and cooling (geothermal etc..) as I working on making my home as efficient as possible.
I generally consume information on the go, so mainly online in various forms.
What’s the best advice you’ve ever received?
Do something you are passionate about; do something you love.
Something you do better than others – the secret of your success?
Act. Lots of people have great ideas, very few actually act on them.
Tag the one person, from the martech sector, whose answers to these questions you would love to read:
Myles heads CreativeDrive’s global executive team’s strategy, client service and performance offerings, continuously seeking to simplify the content creation cycle for the benefit of clients and brands.
Under Myles’s leadership, CreativeDrive has gained industry recognition as a new business model that is challenging the advertising agency status quo with content ideation, creation, and production that is best of class yet easy, agile and affordable. CreativeDrive ideates, produces and delivers high-quality content quickly, at a massive scale, in any language across any channel or trend.
CreativeDrive’s collective of artists has quickly grown to include over 1,000 talented photographers, filmmakers, motion graphic designers, app developers and many other makers, creators and doers. Located in 150 studios across the US, Latin America, Europe and Asia, the company is strategically based in economically and culturally smart cities that inspire a fresh, creative point of view for unmatched content in any format.
Myles has more than 20 years of marketing communications experience living and working across Asia, Europe and North America.
CreativeDrive is an independent global content creation company offering one of the largest studio networks in the world comprised of a dedicated team of accomplished creative directors, filmmakers, photographers, directors, motion graphic designers, engineers and specialists. CreativeDrive combines technology and talent to offer custom, scalable solutions to clients while its proprietary platforms and built-in end-to-end technology guarantees transparency, efficiency and data learnings. Recognized as one of the first business models to actively challenge the status quo by consistently producing high-quality content with unparalleled speed and scale in any language, topic or format. CreativeDrive produces innovative, brand building content that can be scaled, repurposed and used across channels, ensuring it is fully utilized for the benefit of their clients’ business growth and sales. The CreativeDrive network includes over 150+ studios in the U.S., Latin America, Asia and Europe. CreativeDrive is a Bertram Capital portfolio company. Clients include Walmart, Hilton, Hewlett Packard, Home Depot, Estee Lauder, Kate Spade, Coach, Michael Kors, and Asics.
The MTS Martech Interview Series is a fun Q&A style chat which we really enjoy doing with martech leaders. With inspiration from Lifehacker’s How I work interviews, the MarTech Series Interviews follows a two part format On Marketing Technology, and This Is How I Work. The format was chosen because when we decided to start an interview series with the biggest and brightest minds in martech – we wanted to get insight into two areas … one – their ideas on marketing tech and two – insights into the philosophy and methods that make these leaders tick.
Forthea Interactive and MediaMax Focus on Creativity and Clients by Eliminating Business Process Complexity
To focus time on rapidly changing client needs, boutique media agencies are selecting Oracle NetSuite to scale their business, without sacrificing creativity. For example, Forthea Interactive and MediaMax implemented Oracle NetSuite to gain a source of efficiency across their growing businesses and provide the support, transparency and creativity that clients demand.
Forthea Interactive Balances Data and Creativity With the Help of the Cloud
Founded in 2006, Forthea Interactive specializes in SEO, pay per click, web analytics, website design and social media marketing. The company prides itself on building successful campaigns for its clients by balancing the creative with the analytical. To help achieve this balance and drive results for clients, Forthea Interactive leverages NetSuite for financial management, customer relationship management (CRM) and project management. With NetSuite, Forthea Interactive has a modern, unified system to integrate its services and finance operations. As a result, collaboration and creativity are able to thrive.
“Marketing is very messy. There is so much data being collected that it’s hard to keep track and it can feel like drinking from a fire hose,” Chris Pappas, founder and CEO, Forthea Interactive. “In order to be more accountable to our clients, we had to be more organized and that’s where NetSuite comes in. NetSuite has provided us with a 360-degree view of our business. This allows us to easily track everything we need to do in order to run efficiently and successfully, and that ultimately helps enhance our client relationships.”
MediaMax Uses NetSuite From the Start to Help Manage Advertising Solutions and Processes
MediaMax provides geo-targeted print, data and digital advertising solutions for national brands, regional marketers, and SMBs across the US and Canada. To help support its continued growth and successfully manage data for its more than 1,000 customers, MediaMax utilizes NetSuite OneWorld for financial management, client management, and post-sale operations. NetSuite continues to be a critical platform and has played an integral part of the company’s infrastructure since the company’s inception in 2003.
“As the media world continues to transform at an unprecedented rate, we have to ensure we keep up,” said Charles Wirth, COO and CFO, MediaMax. “With NetSuite, we worry less about any of our key business processes, even as we continue to grow. What this allows us to do is spend time creating new products, focusing on creative solutions, and most importantly driving results and value for our clients.”
Chris Hering
“We know the pressure media agencies are under. They need to deliver the transparency clients are now requiring while maintaining their creative culture,” said Chris Hering, Director of Advertising & Media Product Marketing, Oracle NetSuite. “NetSuite helps boutique media agencies like Forthea Interactive and MediaMax by streamlining agency workflows, allowing them to gain real-time insight into client and project-based accounting and deliver the best possible client experience.”
Bright Pattern Powers Global Omnichannel Customer Service Across 31 Countries, Creating Effortless Customer Experiences and Strengthening ROI
Bright Pattern, a leading provider of omnichannel cloud contact center software, helps Transcosmos provide exceptional localized customer care for international clients.
Transcosmos enables global retailers to localize their customer service and deliver support that is tailored and relevant to each market. Operating in the United States, Asia, Central America and South America, Transcosmos employs thousands of agents who speak multiple languages and are trained in the cultural nuances of dozens of countries and territories.
Bright Pattern Customer Success Story: Transcosmos Powers Global Omnichannel Customer Service with Bright Pattern Cloud Contact Center
Transcosmos provides customer care through voice, chat, email, and a self-service IVR. The company needed to roll out an omnichannel agent interface for use in every call center regardless of location. In addition, Transcosmos needed to be able to open new call centers quickly and scale to add new agents in the shortest time to handle the seasonal demands of the retail environment.
Effortless and Personal Customer Service with Bright Pattern Omnichannel Cloud Contact Center
Tom Coshow
Bright Pattern delivered an omnichannel interface that puts everything the agent needs on one screen. “Using Bright Pattern has made it shockingly easy from a training and technology standpoint,” said Tom Coshow, Managing Director of Transcosmos.
Transcosmos implemented the solution quickly across its entire network so that its thousands of agents across the world could use an identical system. The cloud-based software offers clients the maximum flexibility to scale and open call centers wherever an Internet connection can be found. It also requires far less on-premises technology that would need to be upgraded constantly.
Results from switching to Bright Pattern:
Reduced average agent training time from three days to just three hours
Increased agent licenses on the Bright Pattern platform by 500% since onboarding
Growth of international call centers in Mexico and Brazil to handle clients all over Central America and South America
Enabled agents to handle requests in chat and email as well as voice
Cut email handling time down to under 12 hours for most clients
This single, simple solution has a lot of benefits for Transcosmos. Despite operating in multiple locations and markets, everything is uniform. Training is simplified and maintenance can be performed centrally—updates and patches work everywhere instantly. Managing one solution across multiple territories also offers significant cost savings for Transcosmos.
“When you take an international account and localize the customer service, there are so many cultural issues to train into the agents. Having a unified interface is a huge help,” continued Coshow.
TechBytes with Kelly Jo Sands, EVP, Marketing Technology at Ansira
Kelly Jo Sands EVP, Marketing Technology, Ansira
Data-driven, technology-enabled marketing solutions provider Ansira recently acquired Brand Protection Agency (BPA), a SaaS-based platform that provides manufacturers and brands with the ability to monitor, manage and communicate with their online reseller channels. We spoke to Kelly Jo Sands, EVP, Marketing Technology, Ansira to understand her thoughts on Digital transformation, attribution and the vast potential of AI/ML in advertising technology.
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Tell us about your role at Ansira and the team/technology you handle.
Marketing Technology is a fundamental enabler at Ansira. Not only do we have proprietary solutions, primarily in the B2B/B2B2C space which help national brands enable local channel partners with customized, brand-compliant marketing, but we’re also users of leading MarTech solutions to drive customer engagement. My team is a cross-functional discipline of database development, campaign management platform and execution, email/mobile delivery, and digital services, including QA and UX – we center around solution-based services but also augment Ansira’s technology offerings.
We also have a portion of the team who are akin to consultants, called technology strategists, whereby we provide thought-leadership to our clients on what technology is needed to realize their strategic business goals, scaled 1:1 personalization, and digital transformation. What makes us unique to the classical consulting agencies is that we are practitioners and not just consultants – the team works with a wide variety of clients on a daily basis, bringing that working knowledge to each engagement and making them more effective. In addition to team management, that’s a day-to-day role that I personally play on several of our larger clients – and truly a passion of mine!
What is the current state of Digital Transformation for B2B companies?
Digital transformation is one of the most overused phrases lately, often having a “kitchen-sink” effect as a descriptor of all initiatives and a solve to all problems. While the concept is absolutely valid, and one we focus on at Ansira, it’s important to recognize the pillars that embody the movement and the application of it to solve actual business problems.
First, customers and their experiences must be put at the heart of everything as these strategies are being defined. This was of primary focus in B2C due to the concept’s roots, however, this is equally applicable to B2B as the way companies buy and the way vendors market their services still have significant human aspects. We know people are spending more time researching online, engaging with mobile, and tapping social networks for advice. Expectations of these B2B buyers are rising as they’re expecting the same levels of service they receive as consumers in their personal life. This is still a maturing concept for the B2B sector, but one where companies can win if they embrace it.
However digital transformation isn’t just about the customer journey, but also has a large change management aspect to driving organizational alignment. Efficiency is still a key benefit here for B2B, whether that’s modernizing existing IT architectures or digitizing back-office workflows, focus on process efficiencies and internal cost reductions are still staple goals of the movement. An observation here is that companies still put too much focus on the technology, without enough time spent on the strategy and requirements behind the problem they are trying to solve. In addition to technology, the people and processes needed to implement and maintain this transformation cannot be overlooked or your initiatives will fail miserably.
Finally, attribution remains a struggle across the board for B2B and B2C, mainly given the reality of increasing privacy legislation to adequately track behaviors and as the proliferation of available customer touchpoints mount. This makes truly advanced, multi-touch attribution challenging beyond basic attribution like first-touch, last-touch, etc. – whether it’s sheer coordination across multiple technologies and partners to consolidate data for the appropriate measurement, or the cost/benefit of tackling the attribution problem to that level of granularity.
How do you bring exceptional local marketing experiences for category-leading companies?
Ansira orchestrates experiences that strengthen customer relationships by delivering transparency, accountability, and relevance to our clients’ marketing efforts. We believe the winning solution is a comprehensive focus on the customer journey and the alignment needs local partners to orchestrate intelligence-driven customer experiences at every meaningful touchpoint in that journey.
Ansira is at the forefront of structuring, managing, and optimizing acquisition and relationship management for national brands at the local level. Our hyper-focused, targeted acquisition activities redefine and address local as regional, language, or cultural proximity that increases relevancy and engagement. Post-acquisition of a targeted customer, Ansira ideally guides the maturation of the customer relationship model to loyalty and advocacy through the collection and analysis of cross-touchpoint first, second, and third-party data aligned with the customer journey. These high-value customer profiles may then be used to optimize acquisition efforts at the brand level, creating a “virtuous circle” of profitable customer acquisition.
For example, Ansira provided a solution for a client that needed to protect their new branding and logo in a manner that would ensure consistency in assets and marketing materials, while improving efficiency and the speed of the review process. To support our client, we built and managed a custom website that served as a repository for branded assets and provided marketing automation of customizable materials. The site also offered Ansira support, auditing and review. The results were 390% more routings per month for brand approval, a 60% faster response for routings that required changes, and eight feedback emails into one consolidated feedback email.
How are you competing against the established customer database and engagement agencies?
We’ve historically taken a very technology-independent approach, which has been a differentiator for us against the more rigid staples of the Customer Database and Engagement Agency category. While we have processes and standard approaches to things like data models, we realize no two clients are ever the same. Force fitting them into proprietary solutions, especially in this category where MarTech tools and innovation are abundant, is often harmful to the end clients. We typically start engagements with technical discovery sessions and phased road mapping, whereby we evaluate current tools and technologies to maximize previous investments, focus on integration capabilities, and determine requirement gaps to meet their end-state vision. Too often agencies jump to new MarTech solutions before assessing what the client may actually need, and considering the change management plan to get them there organizationally.
We’ve also seen a lot of success in doubling-down on transparency and accountability, especially at a time in the industry where that’s primarily only been a conversation in the media sector. Why not database and CRM/Loyalty engagements also? Data is arguably a clients’ most important and valuable asset – and something that internal IT teams want ownership and control over for security and privacy reasons, among others. We have several engagements where Ansira has architected and maintains solutions within client infrastructures, whether on-premise or in the cloud, whereby in the case of a “divorce,” what we’ve built together stays with the client. This not only future-proofs their investment but starts off the partnership with a very different tone. We aim to play equally nice with other partner agencies, acknowledging turf wars never really benefit our mutual clients – today’s marketplace is too competitive if brands don’t have agency partners willing to work together towards a greater goal, they need to find new agencies.
Finally, I’d say we are very unique in having what you’d consider a Customer Database and Engagement offering plus through-channel marketing automation resources to connect and activate compliant Brand-to-Local (B2L) experiences. We firmly believe this is actually a new category of agency that has always been there as a need, but the industry hasn’t known what to call it. We are uniquely qualified to be a connector and enabler in the industry so end-customer experiences are consistent across brand interactions, regardless if they receiving an email from a tier 1 auto manufacturer or the tier 3 dealership down the road.
What does your product and solutions roadmap look like for performance-based marketing?
We have seen an increased interest in performance-based marketing, beyond just digital media which has received the most focus over the past few years. The notion of paying for customer reactions, whether that’s defined as impressions, clicks, engagement or leads, has in some ways helped the accountability argument of an industry plagued with fraud; however performance-based fees can get pretty steep and there is often still a debate over quality and measurement.
For instance, Social isn’t just about brand awareness and engagement metrics anymore; while that’s still a lens, brands are demanding more tangible performance metrics such as driving leads and sales. This is especially true with the walled garden platforms like Facebook who continuously release new features to drive results and connected to experiences outside of these platforms for broader attribution.
While Ansira provides performance-based models to our clients in the classic sense, we are also increasing focus in our product and solution roadmaps for increased transparency and connectivity through the Brand-to-Local (B2L) distribution chain. We have released turnkey media functionality in our proprietary platforms supporting channel partners like dealers, franchisees, and even local agencies, whereby compliant digital media can be placed with consolidated reporting across channels – often connected to national brand audiences and campaigns. In addition, we’re continuing to provide service solutions such as how brands can build their own trading desks to re-imagine the supply chain inefficiencies media agencies exploit even with these performance-based models.
What role would bots for marketing and sales play in making a refined Digital Transformation and better Customer experiences?
In the B2C sector, the always-on capabilities of chatbots in order to provide consumers 24/7 assistance makes total sense – they do an excellent job at automating common answers to FAQs and explaining product information while providing easy access at scale – even kickstarting service processes like returns in many cases. That said, bots aren’t a full replacement to humans – especially when more in-depth solutions and conversation is needed, which is often the case in the B2B digital transformation initiatives relative to customer experience. While B2B usage of bots is perhaps more nuanced than B2C at present, there are still several applicable functions they can serve for sales and marketing. Automating in-bound information requests, such as pricing model explanation and distribution of product marketing materials, or redirects to blogs/digital guides for solution research off-hours. Bots can also add an element of fun to tedious tasks within the buyer journey like collecting information historically captured via forms, or helping to keep the sales funnel moving by capturing interest tracking and engagement when sales support staff are offline.
What technologies in AI/Machine Learning have you deployed, or plan to deploy in the coming year? Which companies are you keenly following?
AI and Machine Learning has taken the industry by storm, with more and more companies adopting and implementing these technologies. At Ansira, we have already implemented several of these solutions for our clients. For example, we have built a Facebook Messenger chatbot using the AI based Chatbot application, Chatfuel. Ansira maintains and optimizes the Chatfuel on behalf of our client and manages all the responses, continuous learning and reporting.
We have also deployed Machine Learning (ML) based algorithms using R and Python as well as Azure Machine Learning Studio to deploy various predictive models for offer optimization, customer lapsing and “Next Best Action” models, to name a few. ML modeling has become a norm these days and we use various modeling approaches such as Linear Regression, Random Forest, K-Means Clustering and Logistic Regressions amongst others through our in-house, onshore Ansira Marketing Science team staffed with Data Scientists.
Ansira closely follows industry leaders like Google and Amazon on their offerings in this space like Tensor Flow and Amazon Sage Maker, respectively, as these solutions not only provide quick learning capabilities but also platforms to apply the models as a low-cost option. Other leading providers like ThoughtSpot are making quite a buzz lately.
Ansira also leverages MarTech platform partnership technologies like Salesforce’s Einstein for Lead Management and Adobe’s Sensei for AI/ML-based content, smart images, personalization and best subject lines for email deployment. Adobe is truly a thought-leader and a driver of innovation, whereby we are excited to continue investing in the partnership and leveraging this functionality for our clients – the power of AI/ML built into martech platforms enables even further ease and integration across execution channels.
This Partnership Between Brand Embassy and Talkdesk Enables Companies Globally to Scale Customer Service Operations Across Voice and Digital Channels in a Single Integrated Interface
Brand Embassy, the top-rated digital customer service platform, has signed a partnership with Talkdesk, the enterprise contact center platform, to offer a joint solution for omnichannel customer service.
This partnership between Brand Embassy and Talkdesk enables both large enterprises and midmarket companies globally to test, implement and scale customer service operations across voice and digital channels, including email, live chat, messengers, chatbots and social media, in a single integrated interface.
Khurram Taji
“Talkdesk is very happy to welcome Brand Embassy as the new partner in the Talkdesk AppConnect Innovation Ecosystem. Both current Talkdesk customers and prospects can start using a free 30-day trial of the solution with one click,” said Khurram Taji, Head of Enterprise Strategy & AppConnect at Talkdesk.
Vit Horky
“As contact centers move to a cloud-based model, mobile and social customers increasingly expect the same level of service no matter the channel. I’m proud to see Brand Embassy and Talkdesk offering a complete customer service solution that’s both easily available and scalable,” added Vít Horky, Co-founder and CEO of Brand Embassy.
Brand Embassy is an omnichannel cloud-based customer service platform providing integrated social media, messaging, live chat and AI-powered chatbot service.
Customers such as T-Mobile, Vodafone, Alibaba, and Puma in 30+ countries have achieved 69% higher agent productivity, 61% higher sales conversions and have scaled operations by 300% with no additional headcount.
Brand Embassy helps companies to accelerate the digital transformation of contact centers in an agile and scalable manner.
Talkdesk Enterprise Contact Center Platform empowers companies to continuously improve customer experience. With enterprise class performance and consumer-like ease of use, Talkdesk easily adapts to the evolving needs of sales and support teams and their end-customers, resulting in increased customer satisfaction, productivity and cost savings. Over 1,400 innovative enterprises around the world with thousands of seats, including IBM, Acxiom and Zumiez, rely on Talkdesk to power their customer interactions.
Searching for a CMS: A Helping Guide to Pick the Right Platform for Any Project
In Part One of How to Work with a Content Management System (CMS), We Picked Key Points Any Online Business Should Start With
Websites are like gardens and lawns – you always miss out on something that your neighbor (in this case your competitors) have. Or you wish, you could add more – but run out of place to showcase them. Creating a website takes a lot of hard work, immaculate precision, foresight, and of course, oodles of creativity. However, science is a ready reckoner and a helpful assist to get things right, and in time. If you have been in an online marketing for some time, you can’t deny the power of owning and managing a website that’s clean, easy to navigate and to manage.
In the end, it all trickles down to one thing- audience conversion. That’s why familiarity with a Content Management System is the quintessential requirement for a marketer to sail through the choppy waters of audience conversions and website navigation. A CMS, undoubtedly, is a powerful assist, and a commendable guide for any marketing team owning a website.
If you don’t have the budget to build a CMS on your own, there’s still nothing that can stop you from running an online business. There are hundreds of CMS platforms available in the market, and the top ones regularly feature at MarTech Series.
Here’s is what you need to look at before zeroing in on the right CMS for your business, or a project.
Key 1: Your Needs, KPI, and Objectives
Not all businesses have the same needs, yet they all have to undergo the same process of choosing a CMS, or for that matter any marketing technology. Most organization fail to look beyond the organization’s immediate goals – starting a new website.
Your stepping stone to succeeding with a CMS should be summarizing all your needs, KPIs and objectives in a bucket-list. Technical considerations and feature personalization are part of this bucket-list.
Identify your key stakeholders. In most cases, it would be the marketing voice that finds the most attention. Sales, technical and operations teams should also be part of this discussion on picking the right CMS. Picking CMS that works well for sales and marketing delivers a delectable proposition to all lines of business.
The best thing about CMS platforms—they can’t survive in silos and vacuum. They need ample nourishment from sustainable collaboration and regular updates from the various marketing technologies in the stack. These include – business intelligence, data management, CRM, Customer experience, digital asset management platforms, marketing analytics, and legal compliance.
Technical considerations would also involve providing authority to the web management team that could include content marketing, social media, editorial, and sales enablement teams.
Key 4: The Power-Play between Must, Should, and Could Haves
Must Haves:
These are a set of features that your CMS needs to deliver on all marketing and sales goals. These are:
Any CMS should answer every question that you throw at it. It should essentially allow the stakeholders to check, audit and make an amendment to the templates to ensure that their website content stands out from the rest. It could be highlighting an interview, or a guest blog, or your top news articles.
The CMS should allow enough freedom to work within agreeable boundaries of authority, in accordance with the organization’s needs and requirements. Personalized online content attracts an audience and turns visitors into loyal customers who consume content and flip through pages more often. Delight them by picking a CMS with the right steps!
New Product Brings Automated Approach to Stop Friendly-From and Lookalike Email Impersonation Attacks Without Using PII
Valimail, the world’s leader in automating email authentication, announced its newest product, Valimail Defend.
Valimail Defend is the latest solution to be built on Valimail’s extensible and fully automated Valimail Identity-Driven Email Anti-impersonation (IDEA) platform. Valimail Defend provides immediate, highly accurate, and effective email fraud protection, eliminating inbound email impersonation attacks, including friendly-from spoofing as well as lookalike-domain (sometimes called cousin-domain) attacks.
Valimail Defend is the only automated, identity-driven solution that reliably blocks inbound impersonation emails. It is built on the foundation of the Valimail IDEA platform, with a unique automated approach that’s completely different from first-generation reporting solutions, and which does not require access to the content of the emails. Valimail Defend also leverages Valimail’s proprietary machine learning analytics, which, combined with its industry-leading dynamic catalog of third-party emailing services, provides a comprehensive solution with very low false positives. In addition, Defend generates actionable threat intelligence for take-down efforts and integration with other customer systems (e.g. SIEMs).
Valimail Defend complements the company’s existing automated email authentication solution, Valimail Enforce, to provide a complete, 360-degree defense against email fraud and impersonation attacks, without using personally identifiable information (PII) and protected health information (PHI). This simplifies compliance with data privacy standards such as HIPAA, GDPR, and more.
Valimail Enforce has the verifiably best track record in the industry for getting customers to enforcement (the point at which customer domains are actually protected from impersonation), and is the only email authentication solution on the market to offer guaranteed enforcement.
Like Enforce, Valimail Defend also complements existing anti-spam solutions and secure email gateways (SEGs) to ensure the most effective layered defense for your organization.
“Valimail’s automated approach has proven to be both effective and efficient, as it’s saved us countless employee hours compared with other approaches and got us to enforcement effortlessly,” said Vivek Raman, Director of Engineering at Yelp. “We are excited about this next generation of automated anti-impersonation technology from Valimail, which will give us the full end-to-end solution.”
Alexander Garcia-Tobar
“Our goal has always been to build a foundational trust layer for email that complements existing filtering and training solutions,” said Valimail CEO and co-founder Alexander García-Tobar. “We’ve built our cloud-first anti-impersonation solution to be completely automated from the ground up, and the data is clear: We have the highest rate of effectiveness in protecting our customers’ domains from impersonation. Valimail Defend is the latest step in the evolution of our deep industry expertise, giving enterprises and government organizations the most advanced protection against email impersonation.”
Addition of Azure Gives Companies Cloud Independence While Leveraging an Open Source, Scale out SQL RDBMS, Data Warehouse & Machine Learning Platform in One
Splice Machine announced the public release of its intelligent application platform on the Microsoft Azure cloud service. This gives Splice Machine’s customers another way to use the data platform while having the independence to deploy on premise, on Amazon Web Services, and now, on Azure. With Splice Machine, companies can develop and deploy smarter, predictive applications designed to integrate fast data streaming, transactional workloads, analytics and machine learning, enabling business transformation at performance, scale and an affordable price point.
The Splice Machine data platform enables customers to build and deploy predictive applications on a more simple architecture, requiring fewer infrastructure engineers to duct tape compute engines together and requires much less data movement so that analysis and machine learning is up-to-date. Unlike most data platforms, Splice Machine is a scale-out SQL data platform that can run fast OLTP and in-memory OLAP on the same platform, along with machine learning and streaming.
“We are excited to have the Splice Machine intelligent application platform now available on Microsoft Azure,” said Jim Brisimitzis, GM, US Startups at Microsoft. “For today’s modern applications that need to make decisions in the moment based on data created just moments ago, Splice Machine offers an easy-to-use and powerful scale-out SQL RDBMS, data warehouse & machine learning platform in one that can be deployed on the Microsoft Azure cloud service.”
Monte Zweben
“We fiercely believe in cloud independence and want to give our customers more choice in how they run their mission-critical applications,” said Monte Zweben, CEO, Splice Machine. “Splice Machine replaces or offloads traditional and cloud-based RDBMS and Data Warehouse solutions, simplifying architecture, reducing cost, and improving scalability and performance. Now, we have given customers the choice to deploy their applications on Splice Machine as a fully managed cloud service on Azure, AWS, or on premise using affordable Hadoop clusters, but without the complexity of operating Hadoop.”
Splice Machine also allows companies to easily migrate on-premise relational database management system (RDBMS) applications at great scale to the cloud as a full ANSI SQL RDBMS and Data Warehouse in one. Customers already realize single record lookups and updates in a few milliseconds at petabyte scale. Additionally, Splice Machine’s analytical capabilities enable extreme analytical concurrency, even at billions of records, with standard connectivity to BI tools such as Tableau and MicroStrategy.
A New Sister Brand Specializing in Unified Brand Experiences
Target Marketing, the go-to resource for marketing success, introduced BRAND United under parent company NAPCO Media, a leading B-to-B media company. BRAND United will serve as a resource for marketers on the omnichannel strategies and innovative technologies that can be implemented at each stage of the customer journey to create a united brand experience.
BRAND United will guide marketers by taking a deep dive into each experience touchpoint; from discovery and first communication through to packaging, support and beyond. BRAND United will help organizations create a cohesive, engaging and united customer experience across multiple channels.
“Today’s brands have an exciting and extraordinarily diverse array of platforms and methods to reach prospects and clients; each platform with its own unique capability,” said Chris Lyons, president and chief revenue officer of Target Marketing. “BRAND United is designed to offer the executives who run those brand insights into well-orchestrated brand strategies that maximize return on marketing investment.”
BRAND United’s digital hub, offers a multitude of real-life case studies, research and practical tips that are comprised of data-driven insights from organizations that have successfully implemented the technologies and strategies that are moving the industry forward. Producing cross-industry content, BRAND United is designed to present actionable insight as to how organizations can implement a brand unified approach, creating an engaged and loyal customer base.
“In today’s dynamic marketing landscape, maintaining a brand image and consistency across all platforms is of utmost importance,” Lyons continues. “BRAND United will help marketers succeed in achieving maximum brand performance.”
In the report, Gartner evaluated 15 vendors of sales force automation (SFA) technology, which the firm defines as applications that support the “automation of sales activities, processes, and administrative responsibilities for an organizations’ sales professionals.” The report further states: “The core functionalities of the SFA market include: account, contact, and opportunity management; sales activity management; sales forecasting; mobile applications; reporting; partner relationship management; and platform capabilities.” Gartner assessed Pega based on its completeness of vision and ability to execute.
Pega Sales Automation is an industry-leading sales engagement and enablement tool that uses artificial intelligence (AI) to predict and drive the right insights, content, and actions for every sales situation. Part of Pega Infinity, Pega’s next-generation digital transformation suite, it helps organizations sell smarter, bust quotas, and simplify sales.
This recognition builds on Gartner’s other recent recognitions of Pega, including being named a Leader in Gartner’s Magic Quadrant for CRM Customer Engagement Center report and a Visionary in the 2018 Gartner Magic Quadrant for Multichannel Marketing Hubs, as well as receiving the highest scores in two use cases in Gartner’s December 2017 Critical Capabilities for the CRM Customer Engagement Center report.
Don Schuerman
“In a world where customers are inundated by irrelevant sales pitches, organizations must ensure their sales channels provide value, and not just create additional noise,” said Don Schuerman, chief technology officer, Pegasystems. “At Pega, we are dedicated to empowering organizations by turning powerful technologies like AI into pragmatic tools that ensure salespeople can have optimal customer interactions that drive results. We believe this latest recognition from Gartner reinforces Pega’s continued leadership in enabling the world’s top organizations to create more meaningful customer relationships.”
Google’s New Program Consolidates Where Advertisers Find Integrated Mobile Measurement Partners
Kochava Inc., the industry leader providing holistic measurement solutions for mobile and connected devices, is part of the new Google Measurement Partners program.
Google is consolidating their various categories of partners in one location under the Google Measurement Partners page. Kochava has been a long time measurement partner of the popular advertising platform, providing customers with Google’s attribution data. Last year, they were also named an App Attribution Partner, meaning Kochava is integrated with and approved by Google to measure Google Ads campaigns. Through Kochava, marketers gain meaningful insight into ad campaigns run on the Google platform.
James Benoit
“The value of measurement with Kochava is that you are able to leverage granular Google Ads campaign insights across all the tools within the Kochava platform,” said James Benoit, senior manager of product operations at Kochava.
Although Google is known for their analytics, Kochava enables marketers to compare mobile ad campaigns against other platforms and also obtain a deep understanding of user and audience behavior. Kochava customers have access to the Google API to obtain additional data about their campaign activity, such as timestamps and app download initiation times, useful in detecting mobile ad fraud.
Benoit looks forward to further integrating Kochava features with Google: “This involvement paves the way for a deeper integration with Google and supporting more areas of their initiatives globally.”
The Google Measurement Partners program is part of a larger rebranding effort that Google has embarked on. In recent weeks, they have announced the consolidation of their primary ad products.
For the First Time, Digital Marketers Can Leverage at Once and in One Place Artificial Intelligence, Collaboration Management, SSL Certificates, and Direct Tracking Pixel Features, as Well as Customizable Usage Parameters and Services, to Optimize Online Ads ROI and to Cost-Efficiently Scale Ad Operations
Codewise, the industry’s first provider of AI-powered online ad measurement and management solutions for digital marketers, recognized by the Financial Times among the fastest-growing companies in Europe in 2017 and 2018, announced that it launched a next generation of its industry-leading Voluum Tracker platform, enriched with multiple new features and with a wide range of new customizable usage parameters and services.
Unique to the AdTech industry, the rich set of newfeatures includes AI powered Traffic Distribution Optimization, Collaboration Management and SSL Certificates and Direct Tracking Pixel based Performance Optimization.
Traffic Distribution Artificial Intelligence (AI): a new technology which helps digital and performance marketers and media buying professionals across agencies and brands get the most out of their online ad management efforts thanks to the real-time automatic matching of traffic to the estimated best offers and landing pages and to their best combinations. This results in double-digit ROI gain, massive time and budget savings to be reinvested back into campaign management operations, and in scalability efficiency thanks to the potentially unlimited volume of offers and landing pages that can be processed in time
Collaboration Management: a suite of new functionalities comprised of Workspaces, Multi-user and Shared Reports that help digital and performance marketers and media buying professionals across agencies and brands to increase overall ROI by enabling cross collaboration. This set of features is also perfectly tailored to create campaign management structures, organize workflows within a team and to securely share the results with any third parties, e.g. business partners
Workspaces enable marketers to effortlessly structure and organize campaigns and campaign elements into separate areas based on selected criteria, like verticals, geo, and media-buying teams
Multi-user helps media and performance agencies to structure team work into easily manageable working groups. The ability to grant specific permissions to associates allows managers to give a certain level of access to chosen entities and at the same time keep sensitive information separated from other team members
Shared Reports let account owners give a read-only access to the predefined set of data to their business partners. Based on the business need, marketers can easily specify which data points should be visible to their associates, business analysts, finance teams or any third parties, such as external consultants, freelancers and ad exchanges they collaborate with
Direct Tracking Pixel based Performance Optimization: a tracking method which allows marketers to track paid and organic traffic without the initial redirect. It also opens the door to ad exchanges, ad networks or any other sources (such as Facebook and Google Ads) requiring non-redirection type of tracking, and at the same time, speeds up the campaign funnel, which is especially important for digital marketers who run mobile campaigns.
SSL Certificates based Performance Optimization: enables optimization of the redirect flow and increases the performance of online campaign by securing the connection of the campaign funnels. Digital and performance marketers can now buy traffic and run campaigns on all desktop and mobile browsers and reduce all the possible interruptions in the redirect flow.
The new set of add-ons Usage Parameters and Services are designed to enable digital marketers to resiliently customize and cost-efficiently scale their ad measurement, management and optimization activities as their business grows.
Customizable Usage Parameters include number of events, users, custom and dedicated domains and data history
Services include a wide variety of resources ranging from Onboarding, to Technical Support, and Account Management, tiered from standard to VIP handling.
Robert Gryn
“After the successful introduction in April 2018 of the industry-first AI-powered feature that analyses the performance of online campaigns and automatically deploys the optimal traffic distribution among offers, today we proudly launch the next generation of AI that optimizes traffic distribution among both offers, landing pages and the best performing mix of offers and landing pages. Additionally, today we also release Collaboration Management that allows media buying groups, big brands and agencies to efficiently manage campaigns across teams and external 3rd parties. Lastly, we also introduce SSL Certificates for Custom Domains and Direct Tracking Pixel, that powerfully boost the overall performance of the campaign funnel,” said Robert Gryn, CEO and Founder of Codewise. “Furthermore, understanding digital marketers’ need for progressive scalability, from today we are enriching our plans with a wide variety of add-ons that allow a bespoke and cost-efficient expansion of ad operations. The amount of innovation injected in our new platform by the engineering team is extremely significant making Voluum Tracker the most exhaustive tool for online ad marketers in the industry.”
“Consistently with our core value, outside-in centricity, we have been closely listening to our customers through their daily engagements with our sales and customer success representatives,” said Dr. Robert Gryn. “The result is the clear demand for ad measurement, management and optimization SaaS plans that are not only richer in features, services and usage parameters but also modularly expandable through add-ons that flexibly serve progressive business and operational growth. Also, having understood the call for cost savings, being equal the plans value, today we also introduce extremely convenient yearly subscription options.”
Performance Video Advertising and Analytics Platform Sightly Delivers Relevant Ads to the Most Receptive Youtube Viewers in Brand Safe Content
Sightly, a leading performance video advertising and analytics platform and Premier Google Partner, announced that the company is opening an office in Chicago and expanding in Los Angeles. The company is adding several new hires to support the increasing demand for video advertising that delivers results and builds brand value. This comes at a time when digital video is poised for robust growth.
eMarketer estimates that in 2018, nearly 2.38 billion people globally will watch digital video content via any device at least once per month, and two-thirds of those viewers, or 1.58 billion people, will watch YouTube at least once per month. As such, it is not surprising that the IAB predicts that digital video ad spending will grow at double digit annual rates through at least 2021 to reach $22.18 billion in the US alone. According to a recently released report from Forrester, the primary driver for this growth is coming from mobile. As US consumers are increasingly shifting their viewing habits toward smartphones and tablets, mobile will account for 72 percent of online video ad growth.
“At a time when digital advertising is at a crossroads, we’re thrilled to see continued growth and momentum in video advertising,” said Larry Harris, CEO, Sightly. “We believe our commitment to transparency, performance branding and ad personalization has allowed us to thrive at a time when many in the digital ad ecosystem are facing hurdles in establishing trust with advertisers. As the YouTube and Google Video Network ad ecosystem grows and evolves, we will continue to help our clients achieve their business goals by efficiently targeting their audience using skippable and 6-second video ads.”
Who uses Sightly?
As consumers turn to digital video, so too do advertisers. In the past year, Sightly has significantly strengthened its customer base with the addition of more than 35 new clients, with exceptional growth in the QSR, Sports & Entertainment, CPG and Retail verticals.
A Leader in Advanced Measurement
Sightly also continues to oversee the successful transition to Ads Data Hub, Google’s measurement solution for YouTube, for all clients.
“Our team has been proactively working with Google and various third party measurement partners around the ADH transition to ensure a seamless transition for clients,” said Kristlyn Lyons, Director of Business Development & Partnerships at Sightly. “One of our top priorities is to stay educated on measurement solutions across the industry and determine if there is an opportunity to develop valuable partnerships to better our business, and achieve greater results for our clients.”
New Talent to Support Innovation and Growth
Along with expansion into Los Angeles and Chicago, Sightly is also pleased to announce the addition of several new team members to service its growing client base. This month, Marissa Rubinfeld joins Sightly as Vice President, Client Services. A former client of Sightly’s, Marissa brings extensive experience in digital and video advertising to her role, having worked at companies such as Eyeview and Horizon Media.
“Trust and transparency are paramount during this time of explosive growth and increased focus on brand safety in video advertising,” said Rubinfeld. “Performance and service are pillars at Sightly, which I experienced firsthand as a former client. I’m excited to support our customers as we continue to grow our client base and innovate within the evolving ecosystem.”
Other notable new hires include: Michele Ching, Senior Director of Sales, West Coast (based in LA); Erin Jensen, Senior Director of Sales (based in Chicago); Ralph Mack, Executive Chairman (based in NYC); Justine Frostad, Senior Director of Marketing (based in NYC); Jacob Miesner, Data Analyst; Christian Williams, Campaign Manager; and Kristlyn Lyons, Director of Business Development & Partnerships (based in NYC).
“Sightly is growing because, from day one, we’ve stayed true to our commitment to outcomes-driven client success,” said Adam Katz, SVP, Sales. “Our growth has been very strategic, and we’ve never taken on business just for the sake of taking on business. The dedication to client success is shared across the entire team and this passion translates into everything we do and our clients definitely feel this.”
“It’s an extremely exciting time here at Sightly,” added Harris. “In welcoming these talented individuals to our expanding team, we’re poised for continued growth and success in the second half of this year and beyond.”
Service Cloud Einstein Combines CRM Data, AI and Guided Processes, Empowering Service Agents to Deliver Intelligent Recommendations, Instant Service and Seamless Experiences to Customers
Salesforce , the global leader in CRM, announced the next generation of Service Cloud Einstein, combining the world’s #1 CRM with guided processes and powerful artificial intelligence to transform the customer service experience. Companies can now leverage Einstein Bots for Service to automate routine service requests and enable frictionless agent handoffs. Lightning Flow for Service empowers businesses with tools to quickly design and automate customer engagement processes. And Einstein Next Best Action empowers agents by delivering intelligent recommendations and offers for customers.
The Rising Tide of Customer Expectations
Today, 80 percent of customers say the experience a company provides is as important as its products, yet many customer service organizations are unable to rise to the challenge. Too often data exists in silos across an organization, preventing service agents from having a complete view of the customer. In addition, business processes are not set up to deliver frictionless customer experiences. For companies to truly compete on service, they must find scalable ways to quickly resolve routine queries, navigate complex processes, and leverage intelligence to deliver outstanding, connected customer service experiences.
Next generation Service Cloud Einstein: Create engaging service experiences with AI and guided processes
Built on the world’s #1 CRM, Service Cloud Einstein platform services include:
Einstein Bots for Service supercharges agent productivity by responding to customers immediately, automating routine service requests, gathering basic information from customers so agents don’t have to, and seamlessly handing off customers to the right agent at the right time. And because it uses machine learning and natural language processing, Einstein Bots improve with every interaction.
Lightning Flow for Serviceempowers companies to deliver guided service processes that take customers through self-service interactions and guide agent workflow (i.e. fulfilling requests, resolving issues). Lightning Flow removes the guesswork from customer interactions, and delivers connected service experiences with a complete view of the customer.
Einstein Next Best Action leverages rules-based and predictive models to provide agents with intelligent, contextual recommendations and offers for customers. Einstein Next Best Actions are delivered at the moment of maximum impact—surfacing insights directly within the Service Cloud console that lead to faster case resolution, increased customer loyalty and upsell opportunities.
The combined power of these innovations transforms customer service. For example, if a customer loses their credit card while on vacation and goes to the company website for help, an Einstein Bot initiates a chat session. After gathering the initial details (e.g. who are you, what happened?), the bot seamlessly passes the chat thread to a human agent to expedite the card replacement process. A Lightning Flow workflow takes the agent and customer through a step-by-step process to resolve the problem. Assessing the situation based on the conversation and customer history, Einstein Next Best Action suggests to the agent that she inform the customer that they qualify for free travel insurance. The agent informs the customer about the insurance and closes the loop. The customer leaves the interaction fulfilled and happy with the service experience, while the agent quickly proceeds to the next case.
Salesforce AppExchange and Partner Ecosystem Extend the Power of Service Cloud Einstein
With Salesforce AppExchange, the world’s leading enterprise cloud marketplace, companies can extend the power of Salesforce with more than 5,000 partner solutions, including Lightning apps, components, data, industry specific solutions and more. Because it is powered by the Salesforce Platform, partners can build Einstein Bots for Service training packages, as well as Lightning Flow for Service and Einstein Next Best Action strategies for the AppExchange that are customized for industries and specific use cases.
Companies looking to accelerate their success with tailored solutions built on the Salesforce Platform can work with key global system integration partners such as Appirio, Bluewolf and PwC.
Additionally, with Salesforce’s strategic partnership with IBM, joint customers can leverage the power of AI to make smarter decisions, faster than ever before.
“Artificial intelligence alone will not drive your business forward—AI must be connected to CRM data and guided processes so companies can create seamless experiences that put customers at the center,” said Bill Patterson, SVP and GM, Service Cloud, Salesforce. “Today is a big step forward in empowering our customers with an easy way to provide guided, intelligent service at scale.”
Karen Van Kirk
“At Hulu we are constantly looking for innovative technologies to better serve and delight consumers,” said Karen Van Kirk, VP of Viewer Experience at Hulu. “We see support as an integral part of the overall viewer experience, and Einstein Bots for Service will help us scale and maintain our levels of service.”
Rebecca Wettemann
“Almost every company looking to compete on customer service is looking at how they can leverage AI, but for even large companies it’s often a question of resources,” said Rebecca Wettemann, Vice President of Research, Nucleus Research. “With this release, Salesforce further accelerates time to value for companies that want to better understand and service customers by scaling Salesforce’s expertise, depth and breadth of data, and AI models that are laser focused and trained for customer interaction.”
Smartsheet Launches Integration with Google’s Hangouts Chat
With the Integration Enabled, Users Can Have Their Smartsheet Update and Approval Requests, Notifications, and Reminders Delivered Directly to Hangouts Chat
Smartsheet Inc., a leading cloud-based platform for work execution, announced an integration with Hangouts Chat that enables users to take action without leaving the application, further extending Smartsheet’s capabilities within G Suite.
“We are deeply committed to helping customers drive work execution from their preferred messaging platform,” said Gene Farrell, SVP of Product, Smartsheet. “We’re also excited to strengthen our partnership with Google Cloud so that our shared customers can boost productivity.”
With the integration enabled, users can have their Smartsheet update and approval requests, notifications, and reminders delivered directly to Hangouts Chat. From there, they have the ability to respond to the request, set a reminder, or view the notification in Smartsheet for more detail.
“Today, our team relies on classic Hangouts for real-time communication and Smartsheet for planning and executing our work,” said Mark Shampine, Senior Staff Program Manager, Seagate Technology. “With this new integration, we’ll be able to speed our team’s adoption of Hangouts Chat and keep everyone in sync across the two tools to eliminate the risk of missing important updates or time-sensitive approval requests.”
Smartsheet enables teams to get work done fast and efficiently. It is a leading cloud-based platform for work execution, enabling organizations to plan, capture, track, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.
Earlier this year, Smartsheet acquired Converse.AI, a UK-based pioneer in the field of intelligent bots for business automation. With these new capabilities, Smartsheet customers are empowered with new natural language user experiences and sophisticated workflow automation that can link – with no coding required – across popular messaging platforms and business systems like Slack, Workplace by Facebook, Salesforce, Google, Vonage, Hubspot, and PayPal. The acquisition enables Smartsheet to use Converse.AI’s chat flow engine to complement and accelerate its workflow automation roadmap, creating new ways for customers to accelerate work execution and innovation.
Video Marketing Is an Exciting Part of Online Marketing. Analytical Tools for Video Performance Would Help Marketing Teams Gain Better Insights into Their Campaigns
Video Marketing is witnessing rampant adoption among marketers who are focused on delivering better cross-screen customer experiences. The technology amplifies the efforts of content marketing and generates better opportunities for on-screen engagements with an audience of all age-groups.
Shorter attention spans today have to lead to the need for content which is both short and comprehensive.
Video content is far more interactive than text or static images.
Evidently, Video Marketing has become a core part of a marketer’s technology stack. Contemporary marketing campaigns feature a substantial portion of content packaged in video format. Dynamic campaign analytics and reporting are critical to ensuring the success of video marketing across channels.
Real-time or post-campaign statistics need to be generated from a campaign to assess campaign success. Hence, videos should be compiled on robust video hosting platforms. Video Marketing analytical platforms are equipped with efficient tools to gauge video marketing performance. There are several platforms that handle video hosting and performance analytics.
However, before using Video Marketing tools, marketers need to understand the parameters to gauge campaigns.
Ten High-traction Video Marketing Words You should know
The success of any Video Marketing campaign is dependent on business goals. If your goal is to get one million views for your video and the video achieves it, then great! But, a campaign may also have a goal that 10% of viewers need to engage in CTA. Achieving that requires a deeper understanding of Video Marketing.
1. Impressions
An Impression is video content that appears randomly while browsing the internet. It is not necessary that a user has actually interacted with this video but it will add up as a statistic. Impressions are good for paid advertisers. It is also useful when actual video views are calculated versus impressions.
2. Views
Calculating actual views is a complex process. The internet globally has not benchmarked a viewing duration that would imply as an authentic view. Mentioned below is an example of how some popular video hosting platforms calculate viewing time to count as a valid view.
YouTube: 30 seconds
Facebook: 3 seconds
Instagram: 3 seconds
Twitter: 3 seconds
Further, getting an organic view count is tied up to several other conditions. Marketers would need to calibrate their analytics tools to set conditions about what they want to make count as a view.
3. Play Rate
Play rates help assure marketers about the quality of a video. Play rates apply a very simple mathematical formula. The percentage acquired after dividing views with impressions is the play rate.
4. View duration
Another helpful indicative term that gives the precise duration of view length. Depending on what stats marketers get, they should have a fair idea about their audience’s interest level in the video.
5. Rate of engagement
Engagement rate is one of the most detailed measurement techniques in Video Marketing Analytics. It consists of splitting a video into segments. Marketers then calculate a segment’s engagement rate by comparing current viewers versus viewers that dropped off.
This method is not necessary for the initial stages of measuring video campaign success. However, mastering this technique gives immense clarity about what is not working; or what is!
6. Preferred device type
Video Analytics tools enable marketers to know the type of device on which the video was played. This is vital to understand the nature of video content that needs to be produced, demographically as well as geographically.
7. Operating Systems used by the Target Audience
Analytics that provide information on Operating Systems are critical to initiate Video Marketing campaigns around a specific range of products. Usually, these are products and services that cater to the audience’s Information Technology preferences.
8. Viewer Location
Marketers can initiate Video Marketing campaigns depending on what area their product can serve via this analytic feature. It’s like SpaceX initiating a video campaign in India. The campaign fails because SpaceX does not operate in India. Viewer location really helps laser-guide Video Marketing campaigns.
9. Source of view
Marketers get good insights on the platform that their marketing video was seen on. Marketers can also delve deeper into Social media marketing strategies that really work and design campaigns in tandem.
10. Rate of Conversion
Ultimately, the entire purpose of running a campaign is in sync with business objectives. Marketers need to ensure that Video Marketing campaigns get the desired result. This may be a trial and error method but Video Marketing Analytics tool can be leveraged. Historic data is a go-to factor for marketers to check previous campaign success rates.
Now, coming to the important part of Platforms that have inbuilt-tools to monitor Video Marketing performance. There are quite a few tools that marketers can leverage in order to grasp campaign based statistics. MarTech Series has compiled a list of three platforms that are mostly used by Marketers to monitor Video campaign performance.
YouTube is the largest video hosting platform in the world and allows free upload of videos. Over here, marketers have the option to broadcast videos independently or on a channel. A channel can be categorized attracting consumers who are looking for products under this nomenclature. Videos can be regularly uploaded to this channel and can be further segregated into playlists.
Consumers can comment on this platform leading to more client engagement. YouTube also facilitates several avenues for niche advertising.
The only factor that may drive consumers away from marketing videos is excessive third-party advertising. Also, YouTube users surf the platform for longer periods so finding out which consumer converted via the video is a difficult task.
Vidyard specializes in video hosting for enterprises. It facilitates channel-specific content for videos and helps publish it on various Social Media Platforms from one location. Its excellent analytical engine will delve deep and provide phenomenal consumer insights.
Vidyard is packed with features related to marketing. Videos can be customized by infusing personalized information about the company or the person directly into the video.
All three platforms can be synced with a plethora of Social Media platforms.
Video Marketing is still a very novel concept, hence a lot of discovery may need to be done in order to get it right. However, it is a very interesting initiative. Enterprises need to start incorporating Video Marketing in their digital Marketing endeavors immediately. This ensures a digitally compliant future for businesses.
Enterprises that have leveraged using Video Marketing
Billabong
Billabong’s YouTube campaign is bringing in new people into the surfing world. Billabong, an integral part of the surfing world since the 1970’s runs unique video marketing campaigns. Surfing legend Mark Occhilupo interviews other prominent surfing names on the channel.
Char-Broil
Char-Broil’s interesting YouTube campaign engages grillers from all over the nation. The channel speaks about innovative grilling methods and new ways to grill meat.
Mobile video consumption rises 100% every year according to YouTube. The Video Marketing paradigm provides a new and creative way for marketers to experiment and come up with stellar and effective campaigns. Statistics around mobile phones and video absorption seem solid, globally. Marketers should gear up and fully leverage Video Marketing Analytic capabilities. This ensures that enterprises build targeted and phenomenal products for consumers.
Infusionsoft CEO Makes a Surgical Dissection of CRM for SBs
Most CRM Platforms Are Built for Seasoned Marketers or Full-Scale Teams and Are Overly Complicated for the Average Small Business Owner, Says Infusionsoft CEO Clate Mask
The growing demand for better customer insights and personalization has forced most businesses to look for and invest in automation tools that orchestrate a harmonious collaboration between marketing and sales efforts. Infusionsoft has steadily grown as one of the leading martech companies to successfully help businesses, especially SBs, find their ‘sweet spot’ in marketing and sales automation with CRM and emails. The marketing and sales automation suite empowers B2B teams to communicate better with their customers along the purchasing cycle, at any point in time.
CEO Clate Mask sat down with us, spending formidable time dissecting the SB market for sales and marketing automation tools– like a surgeon.
Clate Mask, CEO and Co-Founder, Infusionsoft
How have CRM for SBs evolved in the last two years?
We just recently wrapped up two years of intensive customer and market research and we discovered that 70 percent of small businesses think customers are more demanding today than in the past, and 80 percent say customers expect small businesses to be available around the clock, online and by phone. However, there hasn’t been an easy-to-use way for small businesses to serve their customers and manage their sales and marketing efforts.
In today’s market, most sales and CRM software is complicated and focused on the needs of enterprise businesses. They haven’t evolved to meet the needs of small business owners that need a simplified way to provide the customized service that consumers expect.
By identifying what small businesses truly need to succeed, Infusionsoft was redesigned to serve the everyday business owner. We focused our efforts on building a new platform that helps small businesses reach more customers, provide personalized service, and grow their business.
What are the core tenets of your CRM platform?
Our mission is to simplify growth for millions of small businesses worldwide. At its core, Infusionsoft is a platform to help growth-minded small business owners get their business organized so they can deliver more personalized service and close more business.
Tell us more about the CRM platform for subscription-based companies?
Our online sales platform is focused on small businesses of any kinds–including subscription-based companies. Overall, Infusionsoft provides an easy way for small businesses to manage their customer information, marketing efforts, sales, and payment information with one tool.
The sales platform includes Infusionsoft Payments that can help small businesses manage invoices, accept payments in real-time, automate payments, connect payment activity to the customer CRM record and automatically updates expired cards for subscriptions. All of these tools make running a business easier for small business owners, and most importantly it elevates their customer’s experience.
How do you compete against the more established enterprise CRMs for sales and marketing teams?
We are not trying to compete with enterprise offerings. And it’s not about being more established, it’s about knowing who your customers are, helping them grow, and serving them as successfully as possible. Where Infusionsoft stands out is that it is made specifically for small business. Our platform is built for companies (typically with 1-25 employees) who have been overlooked by the enterprise CRM market.
Most CRM platforms are built for seasoned marketers or full-scale teams and are overly complicated for the average small business owner. These systems, while they serve enterprise teams well, are not solving the challenges that small businesses face. For small businesses it’s not about being rockstar marketers — it’s about providing better service and growing their businesses.
What is the state of Personalized Marketing in 2018?
To be successful in today’s market, it’s essential for businesses to provide a personalized experience, no matter their size. Small businesses are having to adapt to this new world where customers are harder to come by and keep happy, and they have more choices and higher expectations than ever before. They don’t have a lot of time or money to reach them, so every customer interaction counts.
In order to deliver personalized service, small businesses need to focus on saving time on repetitive tasks through automation so they have more time to spend with their customers. This is why in our newest version of Infusionsoft we focus on things like automating repetitive tasks like email follow up and offer vertical-specific email templates to make communication simple.
How can marketers better leverage Infusionsoft to grow client base and grow sales volume?
Many small businesses want to quit the hodgepodge of single-purpose tools they use to manage their marketing efforts. Others are using CRMs that are far too robust, wasting their time and money with features they don’t need.
Infusionsoft helps streamline complicated tech-stacks by providing an all-in-one tool for small business sales and marketing efforts. They can leverage Infusionsoft to convert more prospects with less effort by using tools like email sequences and workflows that are automatically triggered by their customer’s actions. A built-in CRM also helps capture data that can help small business owners provide the best, personalized experience possible.
How does a customizable tool to streamline the sales cycle, lift conversions and help to close more deals?
Small businesses can be overwhelmed with the challenges of having to juggle multiple prospects throughout the sales process, follow-up in real-time, ship proposals and provide a high-level of personalized service while running all other aspects of their business.
Customizable workflows can help automate the most common tasks, from following up on consultations, to requesting documents, to asking for referrals. When these things are taken care of automatically, small business owners have more time to engage with their customers and focus on closing more deals.
How do you leverage data science and AI/machine learning to build a better product roadmap for sales and marketing?
We are moving in this direction. We just announced 50+ industry-specific marketing templates available to our customers. We’ll start serving these up to our customers inside the platform based on the actions they are taking within the app.
Thank you, Clate for chatting with us about your plans and your insights on sales CRM.