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Marketing Innovation
Summit for B2B
The Right Ingredients for Building
an Effective B2B Customer Profile
© 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 2
Drew Burns, Sr. Product Marketing Manager, Adobe Target Solution
@drewtburns
© 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
Research
product
online
Receive
mobile
ad for
product
Search
online
for
product
Join
Facebook
Community
and source
opinions on
product
Research
accessories
for product
Product
overview
from
ADM
Receive
product
updates
See TV ad
for product
Buy
product
online
Demo
Product in
Experience
Center
Online
Demo of
Product
View
video for
newer
product
Potential Customers are “on-the-go”
Receive
promo
for
product
© 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
The ROI potential & contribution of Personalization
Experience A Experience B
B?A?
© 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
Experience A
Results – Data Optimized
Enter:
+12%
Winner!
A?
© 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
Experience B
Results – Data Optimized
Learn:
200%
B?
© 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.© 2012 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
§  3 million referrals
to Adobe.com
§  13% Revenue Contribution
Creative Cloud
§  Reduced Ad Cost by 28%
Results
© 2013 Adobe Systems Incorporated. All Rights Reserved.
The Marketing
Landscape
© 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
© 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
Visitor A Experience Visitor B Experience
Broad Segment-based Targeting masquerading as
Personalization
© 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
The Marketing
Landscape
© 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
Gender: Female
Age: 28-32 years old
Interest(s): Auto loan
City: Washington DC
© 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
Engaging in a relevant conversation with an individual, high-
value lead
© 2012 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.© 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
USER EXPERIENCEUSER ACTIONS
§  Clicks on product
§  Clicks on a news
story
§  Walks into store
§  Stock hits $50 and
triggers an alert
§  Downloads a
whitepaper
§  Updates golf
scores
.000 .003
1. What do I know about this visitor?
2. What do I predict will make the visitor
take the action I want?
§  30% off, Free shipping
§  Golf Stories
§  Product Recommendation
3. Access & Assemble the Digital assets
that match what I predict
4. Deliver those Digital Assets to the
visitor in the right channel
The Last Millisecond
.001 .002
Personalize the Journey: Deliver the best consumer experience in
real-time
© 2012 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.© 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
Digital Marketing Objectives
13
Increase ROI
Increase Conversions
Improve Customer Loyalty &
Brand Experiences
Capitalize on Social & Mobile
Opportunities
Disparate Data Sources and
Technologies
Marketing Attribution
Creating Relevant Content
across Channels
Resources, Management, Workflow,
Efficiencies
Digital Marketing Challenges
13
© 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
SOCIAL
TESTING
OPTIMIZING
EXPERIENCE
ANALYTICS
© 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
SOCIAL
TESTING
OPTIMIZING
EXPERIENCE
ANALYTICS
© 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
Collaboration & Context in Adobe Marketing Cloud
16
© 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
Adobe Marketing Cloud
Marketing Cloud Exchange (APIs/SDKs)
Collaboration
Assets
Profile and Audience Management
Dynamic Tag Management
Shared Capabilities
ADOBE
CAMPAIGN
EXPERIEN
CE
MANAGER
ADOBE
TARGET
ADOB
E
SOCIA
L
MEDIA
OPTIMIZE
R
ADOBE
ANALYTIC
S
Solutions
Platform
Third-partydataandapplications
Profile, Data & Content
© 2012 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.© 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
Building persistent visitor profiles – applying to all channels
18
environment
variables
+  IP address
+  Country of origin
+  Time zone
+  Device type
+  Operating system
+  Browser type
+  Screen resolution
site behavior
variables
+  Customer /
Prospect
+  New/return visitor
+  Previous visit
patterns
+  Previous Product
interests – top
level
+  Previous Product
interests – low
level
+  Searches
+  Previous online
purchases
+  Previous
Campaign
exposure
+  Previous
Campaign
responses
offline variables
+  CRM
+  Call center
+  Ticket sales
+  3rd-party data
temporal
variables
+  Time of day
+  Day of week
+  Recency
+  Frequency
referrer
variables
+  Referring domain
+  Campaign ID
+  Affiliate
+  PPC
+  Natural search
+  Direct/bookmark
+  Social graph/login
© 2012 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.© 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
Augmented with invaluable firmagraphic data and other data
sources through APIs
© 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
Analytics & Target Data Synchronization
20
Launch Faster
Fewer configuration steps when setting up an
activity. No success metrics setup and no
reporting audiences required.
Think Bigger
See all Analytics audiences and metrics, right
from within Target.
Dig Deeper
Break down any test by any audience, using any
metric after it runs.
1
2
3
Launch Now.
Learn Later.
Testing and
targeting has
never been
easier
+
1 32 4
© 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
Adobe Target: the Personalization Engine
across channels in Marketing Cloud
Experience
Manager
Analytics
Campaign
Media
Optimizer
Creative
CloudSocial2nd Party
3rd Party
1st Party
Master
Marketing
Profile
© 2012 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.© 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
© 2012 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.© 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 2323
Landing/Home Page Confirmation Page
The customer journey
© 2014 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
Adobe Campaign: Cross-Channel Orchestration
© 2014 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
AWARENESS
© 2014 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 26
*Photo credit: http://www. fotolia
Unknown Visitor
➔  Geo-location; Las Vegas, NV
➔  First time visitor
➔  Membership status: Not an Adobe
ID holder
➔  Referring URL: (bing)
➔  Referring search term: (photoshop)
➔  Operating System: Mac OS X
➔  Browser: Safari
© 2014 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
AWARENESS
CONSIDERATION
© 2014 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
AWARENESS
CONSIDERATION
© 2014 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
CONSIDERATION
AWARENESS
© 2014 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
CUSTOMER IDENTIFIES
HIMSELF
CONSIDERATION
AWARENESS
© 2014 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
CUSTOMER IDENTIFIES
HIMSELF
CONSIDERATION
AWARENESS
CROSS-SELL/
UP-SELL
© 2014 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
CUSTOMER IDENTIFIES
HIMSELF
AWARENESS
CROSS-SELL/
UP-SELL
CONSIDERATION
© 2014 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
CUSTOMER IDENTIFIES
HIMSELF
AWARENESS
CROSS-SELL/
UP-SELL
CONSIDERATION
© 2014 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
CUSTOMER IDENTIFIES
HIMSELF
AWARENESS
CROSS-SELL/
UP-SELL
CONSIDERATION
ADVOCACY
© 2014 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
CUSTOMER IDENTIFIES
HIMSELF
AWARENESS
CROSS-SELL/
UP-SELL
CONSIDERATION
ADVOCACY
© 2014 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
➔  mark.aaron@unr.edu
➔  22 years old, single
➔  Male
➔  Student
➔  Creative Cloud for Teams
Education Subscriber
➔  Huffington Post Reader
➔  Charitable Cause Enthusiast
➔  iPad, Desktop user
➔  Twitter Author
➔  1 of 290,000 Facebook fans*Photo credit: http://www. fotolia
➔  Geo-location; Las Vegas, NV
➔  Membership status: Not an Adobe
ID holder
➔  Referring URL: (bing)
➔  Referring search term: (photoshop)
➔  Operating System: Mac OS X
➔  Browser: Safari
Mark AaronUnknown Visitor
© 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
Digital Ecosystem
37
Web Site, Mobile Sites & Mobile Applications
3rd-Party Media – SEM & Display
Serve ads to ideal high-value
targets
Understand campaign
attribution
Social Media
Deliver relevant messaging
Understand impact of
campaigns
Store/Branch
Call Center
Email
Orchestrate DM, EM,
inbound / outbound calls,
branches with digital channels
Customer Profile
Integrated Digital Marketing
Platform
with a common layer of data
& content
Deliver personalized
experience
Consistently across channels
© 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
Maturity Models: AdobeTargetPro.com & AdobeMarketingPro.com
38
INCIDENTAL
EXPANDED
DISCIPLINED
STRATEGIC
ALIGNMENT
EMBEDDED
A/B Testing Optimization of
Multiple
Creative or
Experiences
Multi-
variate
Testing
Targeted
Landing
Pages
Custom
Messaging
by
Audience
Segment
Cross-
Channel
Creative and
Experience
Targeting
Profiles
Shared
Across
Channels
Targeted Site
Experiences
Personalized
Messaging
Across
Channels
Digital Creative Testing Targetable Profiles
Multichannel Profile-
Sharing
1 2 3 4 5
Consistent
messaging
Optimize
Media Mix
Personalized
Marketing
based on Site
Behavior
© 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
Q&A

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The Right Ingredients for Building an Effective Customer Profile

  • 1. Marketing Innovation Summit for B2B The Right Ingredients for Building an Effective B2B Customer Profile
  • 2. © 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 2 Drew Burns, Sr. Product Marketing Manager, Adobe Target Solution @drewtburns
  • 3. © 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. Research product online Receive mobile ad for product Search online for product Join Facebook Community and source opinions on product Research accessories for product Product overview from ADM Receive product updates See TV ad for product Buy product online Demo Product in Experience Center Online Demo of Product View video for newer product Potential Customers are “on-the-go” Receive promo for product
  • 4. © 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. The ROI potential & contribution of Personalization Experience A Experience B B?A?
  • 5. © 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. Experience A Results – Data Optimized Enter: +12% Winner! A?
  • 6. © 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. Experience B Results – Data Optimized Learn: 200% B?
  • 7. © 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.© 2012 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. §  3 million referrals to Adobe.com §  13% Revenue Contribution Creative Cloud §  Reduced Ad Cost by 28% Results
  • 8. © 2013 Adobe Systems Incorporated. All Rights Reserved. The Marketing Landscape © 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
  • 9. © 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. Visitor A Experience Visitor B Experience Broad Segment-based Targeting masquerading as Personalization
  • 10. © 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. The Marketing Landscape © 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. Gender: Female Age: 28-32 years old Interest(s): Auto loan City: Washington DC
  • 11. © 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. Engaging in a relevant conversation with an individual, high- value lead
  • 12. © 2012 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.© 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. USER EXPERIENCEUSER ACTIONS §  Clicks on product §  Clicks on a news story §  Walks into store §  Stock hits $50 and triggers an alert §  Downloads a whitepaper §  Updates golf scores .000 .003 1. What do I know about this visitor? 2. What do I predict will make the visitor take the action I want? §  30% off, Free shipping §  Golf Stories §  Product Recommendation 3. Access & Assemble the Digital assets that match what I predict 4. Deliver those Digital Assets to the visitor in the right channel The Last Millisecond .001 .002 Personalize the Journey: Deliver the best consumer experience in real-time
  • 13. © 2012 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.© 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. Digital Marketing Objectives 13 Increase ROI Increase Conversions Improve Customer Loyalty & Brand Experiences Capitalize on Social & Mobile Opportunities Disparate Data Sources and Technologies Marketing Attribution Creating Relevant Content across Channels Resources, Management, Workflow, Efficiencies Digital Marketing Challenges 13
  • 14. © 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. SOCIAL TESTING OPTIMIZING EXPERIENCE ANALYTICS
  • 15. © 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. SOCIAL TESTING OPTIMIZING EXPERIENCE ANALYTICS
  • 16. © 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. Collaboration & Context in Adobe Marketing Cloud 16
  • 17. © 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. Adobe Marketing Cloud Marketing Cloud Exchange (APIs/SDKs) Collaboration Assets Profile and Audience Management Dynamic Tag Management Shared Capabilities ADOBE CAMPAIGN EXPERIEN CE MANAGER ADOBE TARGET ADOB E SOCIA L MEDIA OPTIMIZE R ADOBE ANALYTIC S Solutions Platform Third-partydataandapplications Profile, Data & Content
  • 18. © 2012 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.© 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. Building persistent visitor profiles – applying to all channels 18 environment variables +  IP address +  Country of origin +  Time zone +  Device type +  Operating system +  Browser type +  Screen resolution site behavior variables +  Customer / Prospect +  New/return visitor +  Previous visit patterns +  Previous Product interests – top level +  Previous Product interests – low level +  Searches +  Previous online purchases +  Previous Campaign exposure +  Previous Campaign responses offline variables +  CRM +  Call center +  Ticket sales +  3rd-party data temporal variables +  Time of day +  Day of week +  Recency +  Frequency referrer variables +  Referring domain +  Campaign ID +  Affiliate +  PPC +  Natural search +  Direct/bookmark +  Social graph/login
  • 19. © 2012 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.© 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. Augmented with invaluable firmagraphic data and other data sources through APIs
  • 20. © 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. Analytics & Target Data Synchronization 20 Launch Faster Fewer configuration steps when setting up an activity. No success metrics setup and no reporting audiences required. Think Bigger See all Analytics audiences and metrics, right from within Target. Dig Deeper Break down any test by any audience, using any metric after it runs. 1 2 3 Launch Now. Learn Later. Testing and targeting has never been easier + 1 32 4
  • 21. © 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. Adobe Target: the Personalization Engine across channels in Marketing Cloud Experience Manager Analytics Campaign Media Optimizer Creative CloudSocial2nd Party 3rd Party 1st Party Master Marketing Profile
  • 22. © 2012 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.© 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.
  • 23. © 2012 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential.© 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 2323 Landing/Home Page Confirmation Page The customer journey
  • 24. © 2014 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. Adobe Campaign: Cross-Channel Orchestration
  • 25. © 2014 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. AWARENESS
  • 26. © 2014 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. 26 *Photo credit: http://www. fotolia Unknown Visitor ➔  Geo-location; Las Vegas, NV ➔  First time visitor ➔  Membership status: Not an Adobe ID holder ➔  Referring URL: (bing) ➔  Referring search term: (photoshop) ➔  Operating System: Mac OS X ➔  Browser: Safari
  • 27. © 2014 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. AWARENESS CONSIDERATION
  • 28. © 2014 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. AWARENESS CONSIDERATION
  • 29. © 2014 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. CONSIDERATION AWARENESS
  • 30. © 2014 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. CUSTOMER IDENTIFIES HIMSELF CONSIDERATION AWARENESS
  • 31. © 2014 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. CUSTOMER IDENTIFIES HIMSELF CONSIDERATION AWARENESS CROSS-SELL/ UP-SELL
  • 32. © 2014 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. CUSTOMER IDENTIFIES HIMSELF AWARENESS CROSS-SELL/ UP-SELL CONSIDERATION
  • 33. © 2014 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. CUSTOMER IDENTIFIES HIMSELF AWARENESS CROSS-SELL/ UP-SELL CONSIDERATION
  • 34. © 2014 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. CUSTOMER IDENTIFIES HIMSELF AWARENESS CROSS-SELL/ UP-SELL CONSIDERATION ADVOCACY
  • 35. © 2014 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. CUSTOMER IDENTIFIES HIMSELF AWARENESS CROSS-SELL/ UP-SELL CONSIDERATION ADVOCACY
  • 36. © 2014 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. ➔  mark.aaron@unr.edu ➔  22 years old, single ➔  Male ➔  Student ➔  Creative Cloud for Teams Education Subscriber ➔  Huffington Post Reader ➔  Charitable Cause Enthusiast ➔  iPad, Desktop user ➔  Twitter Author ➔  1 of 290,000 Facebook fans*Photo credit: http://www. fotolia ➔  Geo-location; Las Vegas, NV ➔  Membership status: Not an Adobe ID holder ➔  Referring URL: (bing) ➔  Referring search term: (photoshop) ➔  Operating System: Mac OS X ➔  Browser: Safari Mark AaronUnknown Visitor
  • 37. © 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. Digital Ecosystem 37 Web Site, Mobile Sites & Mobile Applications 3rd-Party Media – SEM & Display Serve ads to ideal high-value targets Understand campaign attribution Social Media Deliver relevant messaging Understand impact of campaigns Store/Branch Call Center Email Orchestrate DM, EM, inbound / outbound calls, branches with digital channels Customer Profile Integrated Digital Marketing Platform with a common layer of data & content Deliver personalized experience Consistently across channels
  • 38. © 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. Maturity Models: AdobeTargetPro.com & AdobeMarketingPro.com 38 INCIDENTAL EXPANDED DISCIPLINED STRATEGIC ALIGNMENT EMBEDDED A/B Testing Optimization of Multiple Creative or Experiences Multi- variate Testing Targeted Landing Pages Custom Messaging by Audience Segment Cross- Channel Creative and Experience Targeting Profiles Shared Across Channels Targeted Site Experiences Personalized Messaging Across Channels Digital Creative Testing Targetable Profiles Multichannel Profile- Sharing 1 2 3 4 5 Consistent messaging Optimize Media Mix Personalized Marketing based on Site Behavior
  • 39. © 2013 Adobe Systems Incorporated. All Rights Reserved. Adobe Confidential. Q&A