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Canon Information Management evenement 
Düsseldorf 
26 november 2014 
Canon Customer Communications Management
Canon CCM oplossingen 
Grote organisaties worden in toenemende mate geconfronteerd met nieuwe communicatiekanalen die hun klanten willen gebruiken: naast de traditionele post ook e-mail, Twitter, myURL, etc. Het is essentieel voor de klanttevredenheid om op deze trend in te spelen. Dit staat echter op gespannen voet met het streven naar standaardisatie en efficiency dat de interne organisatie heeft. Customer Communications Management (CCM) oplossingen kunnen helpen om organisaties klantgericht te houden en tegelijkertijd efficiënt te werken. 
In deze presentatie worden enkele internationale onderzoeken op dit gebied behandeld die aantonen wat o.a. de voordelen van CCM zijn. 
PostNL presenteert haar visie op de materie en verteld over het systeem dat zij aan het bouwen zijn om hun klanten te helpen met hun multichannel communicatie. 
Wilt u meer weten? Neem contact op met Canon Nederland. Tel. 073-6815815. 
Canon for Business 2014 
Op 26 november 2014 vond in Düsseldorf het tweede internationale evenement over Information Management plaats, georganiseerd door Canon. 
Op het evenement waren diversen parallelsessies over specifieke onderwerpen waarbij externe experts en klanten van Canon vertelden over trends en ervaringen.
CUSTOMER COMMUNICATIONS MANAGEMENT 
DELIVERING A CONSISTENT CUSTOMER EXPERIENCE ACROSS MULTIPLE CHANNELS WITH TRUE PERSONALISATION 
MANUEL SANCHEZ 
EUROPEAN SOLUTIONS MARKETING PROFESSIONAL, CANON EUROPE
AGENDA Market Trends Trends and best practices in Customer Communications Management 
The Success Stories Increasing customer satisfaction at PostNL 
Canon’s View on CCM 
Canon’s vision on Customer Communications Management. 
Summary A chance to elaborate on solutions further in the consultancy area
Communications Overview 
www.infotrends.com 
Transactional Communications 
Promotional Communications 
Existing customer relationship 
Retention 
Maximising life time value 
Campaign-driven Acquisition Maximising conversion rates 
• 
Bills 
• 
Statements 
• 
Policies 
• 
Renewals / Cancellations 
• 
Claim correspondence 
• 
Pension overviews 
• 
Mobile business apps 
• 
Etc. 
• 
E-mail newsletters 
• 
Direct mail 
• 
Onserts/inserts 
• 
Welcome kits 
• 
Mobile messages 
• 
Etc. 
• 
Direct mail 
• 
Catalogues 
• 
Brochures 
• 
E-mail 
• 
Posters, banners 
• 
Etc. 
CCM space 
~€5B 
~€20B
1 
2 
3 
4 
Customer Communications Management Overview 
www.infotrends.com 
DATA CAPTURE & ANALYTICS 
• 
Capturing / Data Mining 
• 
Data integration 
• 
Customer Segmentation& Analysis
1 
2 
3 
4 
Customer Communications Management Overview 
www.infotrends.com 
CUSTOMIZED COMMUNICATIONS 
Structured, on-demand or interactive 
On-statement messaging (blending personalised information with transactional data) 
Not limited to print; rich media (e.g. personalised videos) can be embedded in electronic content 
Quick Response Codes or Augmented Reality for additional interactivity
1 
2 
3 
4 
Customer Communications Management Overview 
www.infotrends.com 
MULTI CHANNEL PRODUCTION 
Output across all channels 
Content optimisation 
Archiving & Retrieval 
E-billing and mobile payment
1 
2 
3 
4 
Customer Communications Management Overview 
www.infotrends.com 
CHANNEL LISTENING & RESPONSE MANAGEMENT 
Channel listening & monitoring 
Feedback analysis 
Trigger for additional actions or on-demand communications
CCM Benefits for Businesses 
ANALYSE 
DISTRIBUTE 
customer 
OPTIMISE 
ENGAGE 
INTERACT 
CREATE 
Optimise Engagement 
• 
Increase the customer experiencethrough relevancy, timely andinteractive communications 
• 
Optimise the lifetime value of thecustomer 
Leverage All Channels 
• 
Higher customersatisfaction through multi- channel content delivery andchannel synchronicity 
Reduce Cost 
• 
Reduce IT cost through template- based design and fulfilment 
• 
Workflow automation 
More Control 
• 
Manage interactionscentrally 
• 
Aligncommunications 
www.infotrends.com
Top CCM Implementation Challenges 
Management of Communications 
Funding 
Long Implementation Cycles 
Limited understanding of costs 
Dealing with regulatory requirements 
Patched IT Infrastructures & Legacy Systems 
Getting Marketing Aligned 
www.infotrends.com
Advancing your CCM strategy 
www.infotrends.com 
Print to Digital 
Single to Multi Channel 
Multi-Channel Synchronicity 
Centralised Communications Hub 
Implementation Complexity 
Customer Engagement 
Customer Engagement Strategy 
Majority of businesses 
Leaders 
Requires CCM Centre of Excellence 
Relevant, consistent and appropriate content delivered via the customers’ preferred channels 
Authentic, purposeful and engaging communications that optimise the lifetime value of the customer
Advancing your CCM strategy 
www.infotrends.com 
Print to Digital 
Single to Multi Channel 
Multi-Channel Synchronicity 
Centralised Communications Hub 
Implementation Complexity 
Customer Engagement 
Customer Engagement Strategy 
Majority of businesses 
Leaders 
Requires CCM Centre of Excellence 
Relevant, consistent and appropriate content delivered via the customers’ preferred channels 
Authentic, purposeful and engaging communications that optimise the lifetime value of the customer 
1 
2 
3 
4 
5 
Where do you see yourself?
Customer Satisfaction is the Net Results of all CXs 
Unacceptable 
Acceptable 
More than acceptable 
Dissatisfaction 
Satisfaction 
Delight 
Performance 
Level 
Customer 
Experience Level 
= Zone of tolerance 
= Customer Experience 
Source: based on Zone of Tolerance, Robert Johnston and Graham Clark, 2008. 
www.infotrends.com
The “Zone of Tolerance” is Shifting 
Unacceptable 
Acceptable 
More than 
acceptable 
Dissatisfaction 
Satisfaction 
Delight 
Performance 
Level 
Customer 
Experience Level 
= Zone of tolerance 
= Customer Experience 
Source: based on Zone of Tolerance, Robert Johnston and Graham Clark, 2008. 
www.infotrends.com 
Shift 
PAST 
TODAY 
Acceptable 
More than acceptable 
Satisfaction 
Delight
CCM Excellence Requires a Holistic View Encompassing an Internal and External Perspective 
1. Operational Excellence 
2. Maximised Customer Life-Time Value (CLV) 
3. Optimising Customer Experiences (CX) 
CCM Excellence 
Internal Perspective 
External Perspective
INFORMATION AT WORK 
THE SUCCESS STORIES 
PETER PAUL BOS Manager Productdevelopment, POSTNL
What do our clients want
Increased cashflow: they want faster payments and also lower costs in the document chain
Customer experience and satisfaction increase: documents and invoices as part of the customer journey
Fast time to market of new channels and document changes
Data 
Database with document building blocks 
Control 
Customer contact centre 
Print 
Digital 
Archive 
Document and workflow creation by sender
email 
dynamic email 
print 
Multi channel design
Interactive correspondence 
Business trigger 
Approval workflow 
Output
…is this distinctive?
We conduct research about your customers….
Our research shows that customers prefer to receive communication from insurance companies via post and digital 
47% 
28% 
24% 
7% 
2% 
2% 
1% 
1% 
Post 
Both post and digital 
E-mail 
Company website portal 
FiNBOX/Internetbanking 
No idea 
App 
Other
Hi, my name is Lisette de Vries… 
Invoices and payments via email 
No newsletters, but updates via facebook 
Payment reminders via a DM at Twitter 
Payment reminders via a text message 
Hand in declarations iPad app 
Insurance policy via post
Henk Jansen 
Insurance policy via post 
Handle declarations via FiNBOX 
Corporate magazine at his iPad app 
Payments reminders via a text message 
Receive a newsletter via email 
Organize payments via AcceptEmail 
Hi, my name is Henk Jansen…
Easyness is the driver of digital receivement of communication 
62% 
42% 
41% 
37% 
34% 
19% 
4% 
Easyness and speed of digital 
Anytime and everywhere real time data 
Environmental savings 
Easy archiving and search possibilities 
Free to use 
No paper administration 
Other
63% of the customers consider or will switch to another company if they receive irrelevant content and messages via email or post 
*CMO Council, Why Relevance Drives Response And Relationships (2009)
Customers become promoters if they are served via their preferred channel, with the correct content and at the right moment
Promoters will purchase between 60% and 70% more
What if customer engagement is not the only channel strategy objective
Stick or the carrot? with a discount, 34% of the customers switch to digital 
34% 
17% 
16% 
15% 
10% 
8% 
More than €15 
Not applicable 
No case 
€15 discount 
€10 discount 
€5 discount
49% 
14% 
14% 
5% 
6% 
13% 
Direct 
Not applicable 
No case 
€1,25 per postletter 
€2,50 per postletter 
€5,00 per postletter 
Stick or the carrot? 50% will switch to digital if a penalty will be charged
Channel introduction 
Channel and content optimization 
Channel adoption 
Channel rationalization 
3 
4 
5 
Channel integration 
2 
1
How can you support these insights with technology
Collect preferences and apply them automatically 
Connect to a plug and play document management platform 
Configure the correct workflow via self service 
Create appealing documents intuitively 
Make document management part of the total “eco system”
Thank you for your time
INFORMATION AT WORK 
CANON’S VIEW 
MANUEL SANCHEZ, CANON EUROPE
CANON’S VIEW – THE CHANGED LANDSCAPE 
Communication channels are growing and adding complexity to existing business processes 
Increase customer satisfaction through consistent messaging via multi-channel content delivery 
Poor visibility over how other departments communicate can cause customer dissatisfaction 
Take control of communications across your organisation 
Customers expect relevant information and a personalised experience 
Increase the customer experience and influence loyalty through timely and personalised communications 
Customer retention is cheaper than customer acquisition and can enable cross-selling 
Maximise the customer lifetime value by increasing retention and influencing loyalty 
Optimise customer experiences 
Leverage all channels 
More Control 
Reduce Cost
IN SUMMARY – CCM PAIN POINTS 
• 
Messaging notreaching the rightaudience in theirpreferred methodof communication 
• 
Lack ofpersonalisedcustomerexperience 
• 
Lack of visibility overthe quality ofbusiness criticalcommunications 
• 
Branding guidelinesnot being followed 
• 
Growing demandfor digitalcommunications 
• 
Compliance withdatamanagementregulations 
• 
Maintain yourcompetitive edge
Which of the following statements would you categorize as the top 3 reasons for your organization to implement a CCM strategy? 
1. 
Messaging not reaching the right audience in their preferred method of communication 
2. 
Lack of personalised customer experience 
3. 
Lack of visibility over the quality of business critical communications 
4. 
Branding guidelines not being followed 
5. 
Growing demand for digital communications 
6. 
Meeting data management regulations 
7. 
Keep at least the same level of communications thanthe Competition 
Choose 3!
IN SUMMARY – HOW WE CAN HELP 
Gain complete control over the way your organisation communicates with its customers 
Increase the value of your business critical communications
IN SUMMARY – HOW WE CAN HELP 
Gain full visibility of external communications to maximise up-selling and cross-selling opportunities
IN SUMMARY – HOW WE CAN HELP 
Reduce operational costs by shifting towards automated digital communications
IN SUMMARY – HOW WE CAN HELP 
Ensure privacy of communications and full compliance with complete audit trail of the entire communications process
IN SUMMARY – HOW WE CAN HELP 
Stay ahead of the competition!
IN SUMMARY – HOW WE CAN HELP 
• 
Gain completecontrol over theway yourorganisationcommunicateswith its customers 
• 
Increase the valueof your businesscriticalcommunications 
• 
Gain full visibility ofexternalcommunications tomaximise up-sellingand cross-sellingopportunities 
• 
Reduceoperational costsby shiftingtowardsautomated digitalcommunications 
• 
Ensure privacy ofcommunicationsand fullcompliance withcomplete audittrail of the entirecommunicationsprocess 
• 
Stay ahead of thecompetition!
Let us show you how we can help you grow your business! 
• 
Deliver ExceptionalCustomer Experience 
• 
Gain CompetitiveAdvantage 
• 
Meet RegulatoryCompliance
THANK YOU
THANK YOU

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Information at Work: Customer Communications Management

  • 1. Canon Information Management evenement Düsseldorf 26 november 2014 Canon Customer Communications Management
  • 2. Canon CCM oplossingen Grote organisaties worden in toenemende mate geconfronteerd met nieuwe communicatiekanalen die hun klanten willen gebruiken: naast de traditionele post ook e-mail, Twitter, myURL, etc. Het is essentieel voor de klanttevredenheid om op deze trend in te spelen. Dit staat echter op gespannen voet met het streven naar standaardisatie en efficiency dat de interne organisatie heeft. Customer Communications Management (CCM) oplossingen kunnen helpen om organisaties klantgericht te houden en tegelijkertijd efficiënt te werken. In deze presentatie worden enkele internationale onderzoeken op dit gebied behandeld die aantonen wat o.a. de voordelen van CCM zijn. PostNL presenteert haar visie op de materie en verteld over het systeem dat zij aan het bouwen zijn om hun klanten te helpen met hun multichannel communicatie. Wilt u meer weten? Neem contact op met Canon Nederland. Tel. 073-6815815. Canon for Business 2014 Op 26 november 2014 vond in Düsseldorf het tweede internationale evenement over Information Management plaats, georganiseerd door Canon. Op het evenement waren diversen parallelsessies over specifieke onderwerpen waarbij externe experts en klanten van Canon vertelden over trends en ervaringen.
  • 3. CUSTOMER COMMUNICATIONS MANAGEMENT DELIVERING A CONSISTENT CUSTOMER EXPERIENCE ACROSS MULTIPLE CHANNELS WITH TRUE PERSONALISATION MANUEL SANCHEZ EUROPEAN SOLUTIONS MARKETING PROFESSIONAL, CANON EUROPE
  • 4. AGENDA Market Trends Trends and best practices in Customer Communications Management The Success Stories Increasing customer satisfaction at PostNL Canon’s View on CCM Canon’s vision on Customer Communications Management. Summary A chance to elaborate on solutions further in the consultancy area
  • 5. Communications Overview www.infotrends.com Transactional Communications Promotional Communications Existing customer relationship Retention Maximising life time value Campaign-driven Acquisition Maximising conversion rates • Bills • Statements • Policies • Renewals / Cancellations • Claim correspondence • Pension overviews • Mobile business apps • Etc. • E-mail newsletters • Direct mail • Onserts/inserts • Welcome kits • Mobile messages • Etc. • Direct mail • Catalogues • Brochures • E-mail • Posters, banners • Etc. CCM space ~€5B ~€20B
  • 6. 1 2 3 4 Customer Communications Management Overview www.infotrends.com DATA CAPTURE & ANALYTICS • Capturing / Data Mining • Data integration • Customer Segmentation& Analysis
  • 7. 1 2 3 4 Customer Communications Management Overview www.infotrends.com CUSTOMIZED COMMUNICATIONS Structured, on-demand or interactive On-statement messaging (blending personalised information with transactional data) Not limited to print; rich media (e.g. personalised videos) can be embedded in electronic content Quick Response Codes or Augmented Reality for additional interactivity
  • 8. 1 2 3 4 Customer Communications Management Overview www.infotrends.com MULTI CHANNEL PRODUCTION Output across all channels Content optimisation Archiving & Retrieval E-billing and mobile payment
  • 9. 1 2 3 4 Customer Communications Management Overview www.infotrends.com CHANNEL LISTENING & RESPONSE MANAGEMENT Channel listening & monitoring Feedback analysis Trigger for additional actions or on-demand communications
  • 10. CCM Benefits for Businesses ANALYSE DISTRIBUTE customer OPTIMISE ENGAGE INTERACT CREATE Optimise Engagement • Increase the customer experiencethrough relevancy, timely andinteractive communications • Optimise the lifetime value of thecustomer Leverage All Channels • Higher customersatisfaction through multi- channel content delivery andchannel synchronicity Reduce Cost • Reduce IT cost through template- based design and fulfilment • Workflow automation More Control • Manage interactionscentrally • Aligncommunications www.infotrends.com
  • 11. Top CCM Implementation Challenges Management of Communications Funding Long Implementation Cycles Limited understanding of costs Dealing with regulatory requirements Patched IT Infrastructures & Legacy Systems Getting Marketing Aligned www.infotrends.com
  • 12. Advancing your CCM strategy www.infotrends.com Print to Digital Single to Multi Channel Multi-Channel Synchronicity Centralised Communications Hub Implementation Complexity Customer Engagement Customer Engagement Strategy Majority of businesses Leaders Requires CCM Centre of Excellence Relevant, consistent and appropriate content delivered via the customers’ preferred channels Authentic, purposeful and engaging communications that optimise the lifetime value of the customer
  • 13. Advancing your CCM strategy www.infotrends.com Print to Digital Single to Multi Channel Multi-Channel Synchronicity Centralised Communications Hub Implementation Complexity Customer Engagement Customer Engagement Strategy Majority of businesses Leaders Requires CCM Centre of Excellence Relevant, consistent and appropriate content delivered via the customers’ preferred channels Authentic, purposeful and engaging communications that optimise the lifetime value of the customer 1 2 3 4 5 Where do you see yourself?
  • 14.
  • 15. Customer Satisfaction is the Net Results of all CXs Unacceptable Acceptable More than acceptable Dissatisfaction Satisfaction Delight Performance Level Customer Experience Level = Zone of tolerance = Customer Experience Source: based on Zone of Tolerance, Robert Johnston and Graham Clark, 2008. www.infotrends.com
  • 16. The “Zone of Tolerance” is Shifting Unacceptable Acceptable More than acceptable Dissatisfaction Satisfaction Delight Performance Level Customer Experience Level = Zone of tolerance = Customer Experience Source: based on Zone of Tolerance, Robert Johnston and Graham Clark, 2008. www.infotrends.com Shift PAST TODAY Acceptable More than acceptable Satisfaction Delight
  • 17. CCM Excellence Requires a Holistic View Encompassing an Internal and External Perspective 1. Operational Excellence 2. Maximised Customer Life-Time Value (CLV) 3. Optimising Customer Experiences (CX) CCM Excellence Internal Perspective External Perspective
  • 18. INFORMATION AT WORK THE SUCCESS STORIES PETER PAUL BOS Manager Productdevelopment, POSTNL
  • 19. What do our clients want
  • 20. Increased cashflow: they want faster payments and also lower costs in the document chain
  • 21. Customer experience and satisfaction increase: documents and invoices as part of the customer journey
  • 22. Fast time to market of new channels and document changes
  • 23. Data Database with document building blocks Control Customer contact centre Print Digital Archive Document and workflow creation by sender
  • 24. email dynamic email print Multi channel design
  • 25. Interactive correspondence Business trigger Approval workflow Output
  • 27. We conduct research about your customers….
  • 28. Our research shows that customers prefer to receive communication from insurance companies via post and digital 47% 28% 24% 7% 2% 2% 1% 1% Post Both post and digital E-mail Company website portal FiNBOX/Internetbanking No idea App Other
  • 29. Hi, my name is Lisette de Vries… Invoices and payments via email No newsletters, but updates via facebook Payment reminders via a DM at Twitter Payment reminders via a text message Hand in declarations iPad app Insurance policy via post
  • 30. Henk Jansen Insurance policy via post Handle declarations via FiNBOX Corporate magazine at his iPad app Payments reminders via a text message Receive a newsletter via email Organize payments via AcceptEmail Hi, my name is Henk Jansen…
  • 31. Easyness is the driver of digital receivement of communication 62% 42% 41% 37% 34% 19% 4% Easyness and speed of digital Anytime and everywhere real time data Environmental savings Easy archiving and search possibilities Free to use No paper administration Other
  • 32. 63% of the customers consider or will switch to another company if they receive irrelevant content and messages via email or post *CMO Council, Why Relevance Drives Response And Relationships (2009)
  • 33. Customers become promoters if they are served via their preferred channel, with the correct content and at the right moment
  • 34. Promoters will purchase between 60% and 70% more
  • 35. What if customer engagement is not the only channel strategy objective
  • 36. Stick or the carrot? with a discount, 34% of the customers switch to digital 34% 17% 16% 15% 10% 8% More than €15 Not applicable No case €15 discount €10 discount €5 discount
  • 37. 49% 14% 14% 5% 6% 13% Direct Not applicable No case €1,25 per postletter €2,50 per postletter €5,00 per postletter Stick or the carrot? 50% will switch to digital if a penalty will be charged
  • 38. Channel introduction Channel and content optimization Channel adoption Channel rationalization 3 4 5 Channel integration 2 1
  • 39. How can you support these insights with technology
  • 40. Collect preferences and apply them automatically Connect to a plug and play document management platform Configure the correct workflow via self service Create appealing documents intuitively Make document management part of the total “eco system”
  • 41. Thank you for your time
  • 42. INFORMATION AT WORK CANON’S VIEW MANUEL SANCHEZ, CANON EUROPE
  • 43. CANON’S VIEW – THE CHANGED LANDSCAPE Communication channels are growing and adding complexity to existing business processes Increase customer satisfaction through consistent messaging via multi-channel content delivery Poor visibility over how other departments communicate can cause customer dissatisfaction Take control of communications across your organisation Customers expect relevant information and a personalised experience Increase the customer experience and influence loyalty through timely and personalised communications Customer retention is cheaper than customer acquisition and can enable cross-selling Maximise the customer lifetime value by increasing retention and influencing loyalty Optimise customer experiences Leverage all channels More Control Reduce Cost
  • 44. IN SUMMARY – CCM PAIN POINTS • Messaging notreaching the rightaudience in theirpreferred methodof communication • Lack ofpersonalisedcustomerexperience • Lack of visibility overthe quality ofbusiness criticalcommunications • Branding guidelinesnot being followed • Growing demandfor digitalcommunications • Compliance withdatamanagementregulations • Maintain yourcompetitive edge
  • 45. Which of the following statements would you categorize as the top 3 reasons for your organization to implement a CCM strategy? 1. Messaging not reaching the right audience in their preferred method of communication 2. Lack of personalised customer experience 3. Lack of visibility over the quality of business critical communications 4. Branding guidelines not being followed 5. Growing demand for digital communications 6. Meeting data management regulations 7. Keep at least the same level of communications thanthe Competition Choose 3!
  • 46.
  • 47. IN SUMMARY – HOW WE CAN HELP Gain complete control over the way your organisation communicates with its customers Increase the value of your business critical communications
  • 48. IN SUMMARY – HOW WE CAN HELP Gain full visibility of external communications to maximise up-selling and cross-selling opportunities
  • 49. IN SUMMARY – HOW WE CAN HELP Reduce operational costs by shifting towards automated digital communications
  • 50. IN SUMMARY – HOW WE CAN HELP Ensure privacy of communications and full compliance with complete audit trail of the entire communications process
  • 51. IN SUMMARY – HOW WE CAN HELP Stay ahead of the competition!
  • 52. IN SUMMARY – HOW WE CAN HELP • Gain completecontrol over theway yourorganisationcommunicateswith its customers • Increase the valueof your businesscriticalcommunications • Gain full visibility ofexternalcommunications tomaximise up-sellingand cross-sellingopportunities • Reduceoperational costsby shiftingtowardsautomated digitalcommunications • Ensure privacy ofcommunicationsand fullcompliance withcomplete audittrail of the entirecommunicationsprocess • Stay ahead of thecompetition!
  • 53. Let us show you how we can help you grow your business! • Deliver ExceptionalCustomer Experience • Gain CompetitiveAdvantage • Meet RegulatoryCompliance