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A Unified Commerce & Customer Experience Management Platform
Presented by: Scott E. Snyder | Founder & CEO of Sellution
www.sellution360.com
We provide the technology and infrastructure to help businesses thrive!
The Small Business Guide to
CUSTOMER
EXPERIENCE
MANAGEMENT
by: Scott E. Snyder
SELLUTION ®
Visit Us: Visit us:
One of the most important things you can do for your business is
to create an amazing customer experience. Great experiences
lead to happy customers and happy customers lead to
successful companies.
CUSTOMER EXPERIENCE MANAGEMENT
SELLUTION ®
Visit Us: Visit us:
Gartner sums it up pretty well with this definition: 

“the practice of designing and reacting to customer interactions
to meet or exceed customer expectations and, thus, increase
customer satisfaction, loyalty and advocacy.”
WHAT IS CUSTOMER EXPERIENCE?
But as a company—how do you do it?
SELLUTION ®
Visit Us: Visit us:
I want to tell you my short and personal story surrounding my journey.
I was working in the promotional product industry developing electronic novelties
in China and selling them to distributors in the US.
My business was doubling each year and I felt like I was on top of the world.
However, I made a critical mistake.
I got sucked into feeling comfortable. I was convinced that I knew all there was to
know about my customers.
Boy, was I wrong.
Hi, I’m Scott Snyder
Scott E. Snyder
President & Founder & CEO
scott.snyder@sellution360.com
www.sellution360.com
SELLUTION ®
Visit Us: Visit us:
It was January, 2008, when the Great Recession took
grip of the economy. As fast as my business had doubled
it would soon be cut in half and it was going to get a lot
worse if I didn’t do something.
The people who I thought were my most loyal customers
stopped calling.
It was a punch to the gut that, to my surprise, had a silver
lining - It was the wake up call I needed.
I desperately needed to understand my customers’ needs
so I could hit them with genuine, effective marketing.
The Great Recession
SELLUTION ®
Visit Us: Visit us:
I started doing research knowing that I needed tools to
manage all facets of my business...
I tried relentlessly to get different programs, from
different vendors, with different databases to all work
together.
• CRM
• Marketing Automation
• E-commerce
• Point-of-Sale
• Customer Service
• and more…
Despite my motivation, I soon hit roadblock after
roadblock.
I was in the Integration Hellzone.
After mounting frustration, I made a decision.
SALES MARKETING CUSTOMER SERVICE
The Integration Hellzone
SELLUTION ®
Visit Us: Visit us:
I knew I needed a system that could truly connect me
with my customers and I was determined if it didn’t exist,
then I was going to create it.
And that’s when it hit me…
If I needed this so badly, so does every small
business.
As a result, Sellution was born.
The worlds first Unified Commerce and Customer
Experience Management Platform for Small Business.
I’m truly excited and privileged to have this opportunity
to share with you the best of what I have learned.
The Inspiration
SELLUTION ®
Visit Us: Visit us:
Sellution Desktop
Manage	your	en+re	
business	and	gain	access	to	
real-+me	business	
intelligence.	
Sellution Mobile
Empower	your	work	force	
any+me	and	anywhere.
Sellution POS
Seamlessly	collect	and	sync	
transac+onal	data	from	our	
Point-of-Sale	app.	
INTRODUCING SELLUTION
A Unified Commerce & Customer Experience Platform
Customer
Steve Ridley
Purchasing Manager
Promo Max
Los Angeles, United States 11:47AM
SaveSave Message
Store
Daily Planner
Deals
Marketing
Customer Support
Blog
Apps
File Manager
Contact Types
Profile Participants Related To Activity Dashboard
Section 2
Section 1
Income Monthly
Total Income 56%
40,122,200
User activity Low
This month 56%
40,122,200
Visits Today
New Visits 22%
40,122,200
Orders Annual
New Orders 35%
25,250
250
500
750
1000
Today Monthly Annual
104
Total orders in period 48%
104
Orders in last month 75%
104
My Profile
Steve Ridley
Promo Max
Profile
Status
Active
Primary Location
Los Angeles
Employee ID
15235251
Supervisor
Jim Brown
10:30 AM 100%
$31.50TOTAL
$5.50Tax (7.5%)
$45.00Subtotal
$0.00Discount
Clear Discount Options Items in Cart
% 2SALE ITEM
No Customer Selected
New Sale
Alpha T-Shirt
Large
$22.501
$22.501
Polo Shirt
#12134
Tank
#12135
Classic Tee
#12134
Classic Sport Jacket
#12134
Womans Sport Jacket
#12134
Sweat Shirt
#12134
Womens Pull Over
#12134
Jacket
#12134
Long Sleeve Shirt
#12134
Alpha T-Shirt
Large
PROFILE ADDRESS RELATED
Mobile IM WebEmail EditLeads
Steve Ridley
Promo Max
Task
SELLUTION ®
Visit Us: Visit us:
Customer Service
Marketing Automation
Ecommerce / Point-of-Sale
Task & Project ManagementFile Management
CRM
A	Real-Time	Pla,orm	For	All	Customer	Engagement	Points
What is Unified Commerce?
SELLUTION ®
Visit Us: Visit us:
The Total Customer Experience
UNIFIED
COMMERCE
Service Anywhere
Engage & Sell In-Store
Personalize Interactions
Create Branded ExperiencesFulfill Anywhere
Engage & Sell Digitally
Powered by: SELLUTION
You Need Unified Commerce for:
®
Visit Us: SELLUTIONVisit us:
Why did I tell you all this?
Because most businesses don’t have the infrastructure to deliver the total customer experience.
According to the 2016 BRP POS/Customer Engagement Survey,
85% of respondents indicate that unified commerce is a top
priority.
BRP conducted a survey of the top 500 North American retailers
and found that only 7% of retailers have been able to implement
Unified Commerce.
®
Visit Us: SELLUTIONVisit us:
Don’t get left behind!
A study by Walker, one of the world’s most trusted customer study groups says:
By the year 2020 customer experience will overtake price and
product as the key brand differentiator.
That’s right. Soon, the customer experience will be more
important than what you’re selling.
SELLUTION ®
Visit Us: Visit us:
We are so used to the traditional ways of doing
business, yet technology and the customer’s
needs and wants are evolving.
Your competition can be searched on Google in a
matter of seconds…

How are you going to compete with another
company when you both have the same or
similar products? 

You might have already guessed, it’s:
“The Customer Experience”
Let me explain
About 31,800,000 results
New Tab
®
Visit Us: SELLUTIONVisit us:
52%
39%
35%
31%
28%
28%
28%
22%
Functional silos prevent custom data sharing
Corporate culture not aligned around customer needs
Missing key technology platforms to manage customer data
No common definition of customer centricity
Not equipped to manage customer issues
Insufficient expertise in data analytics
Focused on sales before customer
Lack of budget to execute customer-centric programs
What challenges do you face in achieving a truly
customer-centric organization?
Source- 

CMO COUNCIL
SELLUTION ®
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Where do you start?
It starts with the first people your customers interact
with — your employees.
If your employees create a good experience for the
customer, chances are they’ll wanna come shop with
you again.
That means everyone in your company — from the
CEO to the receptionist — must take customer
experience very seriously.
It also means you need a system like Sellution.
Your business depends on it.
Where do you start?
®
Visit Us: SELLUTIONVisit us:
Source- 

Temkin Group
Do your leaders operate consistently
with a clear, well-articulated set of
values?
You need to create a
customer-first culture
Define the core values that cover how
customers, employees, and vendors should
be treated at all times.
Purposeful

Leadership
Are your brand attributes driving
decisions about how you treat
customers?
Compelling

Brand Values
Are employees fully committed to the
goals of your organization?
Employee

Engagement
Is customer feedback and insight
integrated throughout your
organization?
Customer

Connectedness
1.
2.
3.
4.
®
Visit Us: SELLUTIONVisit us:
INCREASE THE NUMBER OF CUSTOMERS
INCREASE THE AVG. TRANSACTION SIZE
INCREASE THE FREQ. OF TRANSACTIONS PER/CUSTOMER
RAISE YOUR PRICES
IDENTIFY YOUR CUSTOMER NEEDS AND DESIRES
DEFINE MOMENT OF TRUTHS
DESIGN THE CUSTOMER JOURNEY
EVALUATE & IMPROVE THE CUSTOMER JOURNEY
IN-SIDE OUT PERSPECTIVE OUTSIDE-IN PERSPECTIVE
The Organization Point-Of-View:
Objective is to Increase Revenue
The Customers’ Point-Of-View:
Looking for answers to a Problem or Need
There are two perspectives to consider:
How do we do this? How do we do this?
SELLUTION ®
Visit Us: Visit us:
Moment of Truth
Customer
Value
Optimization
Customer
Satisfaction
Curve
Inside-Out
Perspective
Design
Customer Journey
Define
Moment of Truths
Evaluate Customer
Journey
Outside-In
Perspective
Identify Friction and
eliminate friction
Closed Loop
Feedback
Target Operating
Model
Manage Customer
Experience
Analyze
KPIs
Measure
Performance
Customer First
Culture
Achieve Customer Centricity
You Need to Embrace Both Perspectives
SELLUTION ®
Visit Us: Visit us:
The Moment of Truth
ZERO
Moment of Truth
STIMULUS FMOT
First
Moment of Truth
TMOT
Tell
Moment of Truth
PURCHASE
DECISION
SMOT
SECOND
Moment of Truth
ZMOT - Zero Moment Of Truth
Zero Moment Of Truth is where consumers are researching products online and making
decisions based on whether to make the purchase or not. The company doesn’t even know
the consumer exists.


FMOT - First Moment Of Truth
The small 3-7 second window a consumer first comes into contact with a product in-store or
online. It’s the short time where marketers will lose or win sales.


SMOT - Second Moment Of Truth
The customer has made the purchase and is now evaluating whether or not the product
delivers on its brand promise. 

TMOT - Tell Moment Of Truth
The mind of the customer is now decided and they’ll leave their feedback and opinions. This
can stay in their head or they may tell other people post opinions on social media -
Regardless if it’s positive or negative.
MOMENT OF TRUTH DEFINED:
When the consumer comes into contact with any aspect of a company, and has the
opportunity to form an impression.
SELLUTION ®
Visit Us: Visit us:
Where do you start?
The customer lifecycle starts way before a
transaction is made. It starts as soon as a potential
customer becomes aware that you exist.
This first interaction (the awareness stage) drives
them toward the purchasing process (buyer journey),
and eventually to a post-purchase process (customer
journey).
Together these 3 steps make up the:
“Customer Experience Lifecycle.”
Your ultimate goal is for your customers to become
advocates for your brand!
The Customer Lifecycle
1. AWARENESS4. ADVOCACY
2. EVALUATION3. PURCHASE
BUYER JOURNEYCUSTOMER JOURNEY
SELLUTION ®
Visit Us: Visit us:
The Outside-In Perspective
Implementation Strategy
Current
Operating Model
Target
Operating Model
Measure
Customer Reaction
Deliver
Great Experience
Identify
Customer Need
Discover Conceptualize Validate DeployUnderstand
What are we deliver-
ing today?
What has to change to
create the desired
Experience?
Test changes.
Measure customer
reaction
Increase SalesWhat do we want to
deliver?
SELLUTION ®
Visit Us: Visit us:
How do you do this?
PERSONA
INSIGHT
MAPS
CUSTOMER
JOURNEY
EMOTIONAL
JOURNEY
CUSTOMER
JOURNEY
MAPPING
TOUCHPOINT
MGMT
CUSTOMER
JOURNEY
TRACKING
CX
DASHBOARD
WEB
CONTENT
ANALYTICS
PAIN
POINTS
TOUCHPOINT
MAPPING
BRAND
SUCCESS
POINTS
MARKET
INTEL.
SURVEYS
Customer Experience (CX) Management
®
Visit Us: SELLUTIONVisit us:
Scott E. Snyder
Founder & CEO
scott.snyder@sellution360.com
www.sellution360.com
A Unified Commerce & Customer Experience Management Platform
Thank you!
SELLUTION ®

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Customer Experience Management & Unified Commerce

  • 1. A Unified Commerce & Customer Experience Management Platform Presented by: Scott E. Snyder | Founder & CEO of Sellution www.sellution360.com We provide the technology and infrastructure to help businesses thrive! The Small Business Guide to CUSTOMER EXPERIENCE MANAGEMENT by: Scott E. Snyder
  • 2. SELLUTION ® Visit Us: Visit us: One of the most important things you can do for your business is to create an amazing customer experience. Great experiences lead to happy customers and happy customers lead to successful companies. CUSTOMER EXPERIENCE MANAGEMENT
  • 3. SELLUTION ® Visit Us: Visit us: Gartner sums it up pretty well with this definition: 
 “the practice of designing and reacting to customer interactions to meet or exceed customer expectations and, thus, increase customer satisfaction, loyalty and advocacy.” WHAT IS CUSTOMER EXPERIENCE? But as a company—how do you do it?
  • 4. SELLUTION ® Visit Us: Visit us: I want to tell you my short and personal story surrounding my journey. I was working in the promotional product industry developing electronic novelties in China and selling them to distributors in the US. My business was doubling each year and I felt like I was on top of the world. However, I made a critical mistake. I got sucked into feeling comfortable. I was convinced that I knew all there was to know about my customers. Boy, was I wrong. Hi, I’m Scott Snyder Scott E. Snyder President & Founder & CEO scott.snyder@sellution360.com www.sellution360.com
  • 5. SELLUTION ® Visit Us: Visit us: It was January, 2008, when the Great Recession took grip of the economy. As fast as my business had doubled it would soon be cut in half and it was going to get a lot worse if I didn’t do something. The people who I thought were my most loyal customers stopped calling. It was a punch to the gut that, to my surprise, had a silver lining - It was the wake up call I needed. I desperately needed to understand my customers’ needs so I could hit them with genuine, effective marketing. The Great Recession
  • 6. SELLUTION ® Visit Us: Visit us: I started doing research knowing that I needed tools to manage all facets of my business... I tried relentlessly to get different programs, from different vendors, with different databases to all work together. • CRM • Marketing Automation • E-commerce • Point-of-Sale • Customer Service • and more… Despite my motivation, I soon hit roadblock after roadblock. I was in the Integration Hellzone. After mounting frustration, I made a decision. SALES MARKETING CUSTOMER SERVICE The Integration Hellzone
  • 7. SELLUTION ® Visit Us: Visit us: I knew I needed a system that could truly connect me with my customers and I was determined if it didn’t exist, then I was going to create it. And that’s when it hit me… If I needed this so badly, so does every small business. As a result, Sellution was born. The worlds first Unified Commerce and Customer Experience Management Platform for Small Business. I’m truly excited and privileged to have this opportunity to share with you the best of what I have learned. The Inspiration
  • 8. SELLUTION ® Visit Us: Visit us: Sellution Desktop Manage your en+re business and gain access to real-+me business intelligence. Sellution Mobile Empower your work force any+me and anywhere. Sellution POS Seamlessly collect and sync transac+onal data from our Point-of-Sale app. INTRODUCING SELLUTION A Unified Commerce & Customer Experience Platform Customer Steve Ridley Purchasing Manager Promo Max Los Angeles, United States 11:47AM SaveSave Message Store Daily Planner Deals Marketing Customer Support Blog Apps File Manager Contact Types Profile Participants Related To Activity Dashboard Section 2 Section 1 Income Monthly Total Income 56% 40,122,200 User activity Low This month 56% 40,122,200 Visits Today New Visits 22% 40,122,200 Orders Annual New Orders 35% 25,250 250 500 750 1000 Today Monthly Annual 104 Total orders in period 48% 104 Orders in last month 75% 104 My Profile Steve Ridley Promo Max Profile Status Active Primary Location Los Angeles Employee ID 15235251 Supervisor Jim Brown 10:30 AM 100% $31.50TOTAL $5.50Tax (7.5%) $45.00Subtotal $0.00Discount Clear Discount Options Items in Cart % 2SALE ITEM No Customer Selected New Sale Alpha T-Shirt Large $22.501 $22.501 Polo Shirt #12134 Tank #12135 Classic Tee #12134 Classic Sport Jacket #12134 Womans Sport Jacket #12134 Sweat Shirt #12134 Womens Pull Over #12134 Jacket #12134 Long Sleeve Shirt #12134 Alpha T-Shirt Large PROFILE ADDRESS RELATED Mobile IM WebEmail EditLeads Steve Ridley Promo Max Task
  • 9. SELLUTION ® Visit Us: Visit us: Customer Service Marketing Automation Ecommerce / Point-of-Sale Task & Project ManagementFile Management CRM A Real-Time Pla,orm For All Customer Engagement Points What is Unified Commerce?
  • 10. SELLUTION ® Visit Us: Visit us: The Total Customer Experience UNIFIED COMMERCE Service Anywhere Engage & Sell In-Store Personalize Interactions Create Branded ExperiencesFulfill Anywhere Engage & Sell Digitally Powered by: SELLUTION You Need Unified Commerce for:
  • 11. ® Visit Us: SELLUTIONVisit us: Why did I tell you all this? Because most businesses don’t have the infrastructure to deliver the total customer experience. According to the 2016 BRP POS/Customer Engagement Survey, 85% of respondents indicate that unified commerce is a top priority. BRP conducted a survey of the top 500 North American retailers and found that only 7% of retailers have been able to implement Unified Commerce.
  • 12. ® Visit Us: SELLUTIONVisit us: Don’t get left behind! A study by Walker, one of the world’s most trusted customer study groups says: By the year 2020 customer experience will overtake price and product as the key brand differentiator. That’s right. Soon, the customer experience will be more important than what you’re selling.
  • 13. SELLUTION ® Visit Us: Visit us: We are so used to the traditional ways of doing business, yet technology and the customer’s needs and wants are evolving. Your competition can be searched on Google in a matter of seconds…
 How are you going to compete with another company when you both have the same or similar products? 
 You might have already guessed, it’s: “The Customer Experience” Let me explain About 31,800,000 results New Tab
  • 14. ® Visit Us: SELLUTIONVisit us: 52% 39% 35% 31% 28% 28% 28% 22% Functional silos prevent custom data sharing Corporate culture not aligned around customer needs Missing key technology platforms to manage customer data No common definition of customer centricity Not equipped to manage customer issues Insufficient expertise in data analytics Focused on sales before customer Lack of budget to execute customer-centric programs What challenges do you face in achieving a truly customer-centric organization? Source- 
 CMO COUNCIL
  • 15. SELLUTION ® Visit Us: Visit us: Where do you start? It starts with the first people your customers interact with — your employees. If your employees create a good experience for the customer, chances are they’ll wanna come shop with you again. That means everyone in your company — from the CEO to the receptionist — must take customer experience very seriously. It also means you need a system like Sellution. Your business depends on it. Where do you start?
  • 16. ® Visit Us: SELLUTIONVisit us: Source- 
 Temkin Group Do your leaders operate consistently with a clear, well-articulated set of values? You need to create a customer-first culture Define the core values that cover how customers, employees, and vendors should be treated at all times. Purposeful
 Leadership Are your brand attributes driving decisions about how you treat customers? Compelling
 Brand Values Are employees fully committed to the goals of your organization? Employee
 Engagement Is customer feedback and insight integrated throughout your organization? Customer
 Connectedness 1. 2. 3. 4.
  • 17. ® Visit Us: SELLUTIONVisit us: INCREASE THE NUMBER OF CUSTOMERS INCREASE THE AVG. TRANSACTION SIZE INCREASE THE FREQ. OF TRANSACTIONS PER/CUSTOMER RAISE YOUR PRICES IDENTIFY YOUR CUSTOMER NEEDS AND DESIRES DEFINE MOMENT OF TRUTHS DESIGN THE CUSTOMER JOURNEY EVALUATE & IMPROVE THE CUSTOMER JOURNEY IN-SIDE OUT PERSPECTIVE OUTSIDE-IN PERSPECTIVE The Organization Point-Of-View: Objective is to Increase Revenue The Customers’ Point-Of-View: Looking for answers to a Problem or Need There are two perspectives to consider: How do we do this? How do we do this?
  • 18. SELLUTION ® Visit Us: Visit us: Moment of Truth Customer Value Optimization Customer Satisfaction Curve Inside-Out Perspective Design Customer Journey Define Moment of Truths Evaluate Customer Journey Outside-In Perspective Identify Friction and eliminate friction Closed Loop Feedback Target Operating Model Manage Customer Experience Analyze KPIs Measure Performance Customer First Culture Achieve Customer Centricity You Need to Embrace Both Perspectives
  • 19. SELLUTION ® Visit Us: Visit us: The Moment of Truth ZERO Moment of Truth STIMULUS FMOT First Moment of Truth TMOT Tell Moment of Truth PURCHASE DECISION SMOT SECOND Moment of Truth ZMOT - Zero Moment Of Truth Zero Moment Of Truth is where consumers are researching products online and making decisions based on whether to make the purchase or not. The company doesn’t even know the consumer exists. 
 FMOT - First Moment Of Truth The small 3-7 second window a consumer first comes into contact with a product in-store or online. It’s the short time where marketers will lose or win sales. 
 SMOT - Second Moment Of Truth The customer has made the purchase and is now evaluating whether or not the product delivers on its brand promise. 
 TMOT - Tell Moment Of Truth The mind of the customer is now decided and they’ll leave their feedback and opinions. This can stay in their head or they may tell other people post opinions on social media - Regardless if it’s positive or negative. MOMENT OF TRUTH DEFINED: When the consumer comes into contact with any aspect of a company, and has the opportunity to form an impression.
  • 20. SELLUTION ® Visit Us: Visit us: Where do you start? The customer lifecycle starts way before a transaction is made. It starts as soon as a potential customer becomes aware that you exist. This first interaction (the awareness stage) drives them toward the purchasing process (buyer journey), and eventually to a post-purchase process (customer journey). Together these 3 steps make up the: “Customer Experience Lifecycle.” Your ultimate goal is for your customers to become advocates for your brand! The Customer Lifecycle 1. AWARENESS4. ADVOCACY 2. EVALUATION3. PURCHASE BUYER JOURNEYCUSTOMER JOURNEY
  • 21. SELLUTION ® Visit Us: Visit us: The Outside-In Perspective Implementation Strategy Current Operating Model Target Operating Model Measure Customer Reaction Deliver Great Experience Identify Customer Need Discover Conceptualize Validate DeployUnderstand What are we deliver- ing today? What has to change to create the desired Experience? Test changes. Measure customer reaction Increase SalesWhat do we want to deliver?
  • 22. SELLUTION ® Visit Us: Visit us: How do you do this? PERSONA INSIGHT MAPS CUSTOMER JOURNEY EMOTIONAL JOURNEY CUSTOMER JOURNEY MAPPING TOUCHPOINT MGMT CUSTOMER JOURNEY TRACKING CX DASHBOARD WEB CONTENT ANALYTICS PAIN POINTS TOUCHPOINT MAPPING BRAND SUCCESS POINTS MARKET INTEL. SURVEYS Customer Experience (CX) Management
  • 23. ® Visit Us: SELLUTIONVisit us: Scott E. Snyder Founder & CEO scott.snyder@sellution360.com www.sellution360.com A Unified Commerce & Customer Experience Management Platform Thank you! SELLUTION ®