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CROSS INDUSTRIES Pega Unified Marketing Optimize Customer Lifetime Value Key Challenge A More Effective Approach to Marketing CMOs and marketing organizations are under extreme pressure to bolster marketing’s contribution and deliver a better return on investment. Marketers have long attempted to connect with customers through traditional campaign management tactics, inundating customers with irrelevant and inconsistent offers and experiences. The result is unhappy customers, low offer conversion rates and excessive customer churn. Marketing organizations looking to make a significant impact on the customer experience and drive effective return on marketing investment are turning to a Next-Best-Action approach. Simply automating outbound marketing is no longer sufficient in today’s customer-driven world. To succeed, marketers must deliver intelligent and coordinated communications across all inbound and outbound channels, from the contact center and Web, to email, social media and mobile channels. Across industries, Pega customers have optimized their marketing organizations with: `` 300 percent improvement in offer acceptance rates `` £2 million monthly increase in operating margins `` 180% increase in outbound marketing effectiveness `` 25% increase in campaign response rates `` 30% increase in revenues `` 5 point increase in retention rates Pega’s Next-Best-Action approach to marketing uses decision management and analytics to determine what the right action is for every customer and provides them with the right message, at the right time, in the right channel. Pega Unified Marketing delivers on this vision through a unique combination of real-time inbound and outbound marketing, campaign management, and marketing operations capabilities that leverage predictive and adaptive analytics, real-time decisioning, and business process management. Pega’s marketing solution dynamically manages multi-channel conversations through the entire customer lifecycle, from offer design to offer fulfillment. Pega delivers on the promise of customer centricity by providing measureable business benefits to marketing organizations: `` Creates relevant experiences for every customer. Turn every interaction into a guided, relevant conversation by executing the Next-Best-Action at the moment of truth. Continuously learn and adapt to every customer in real time, across all channels, including social media and mobile. `` Gives marketers more control. Design, change, measure, and control multi- channel customer strategies with a single marketing portal that doesn’t require IT involvement. Pega is the only solution to support marketing operations with a robust business process management platform that seamlessly connects sales with customer fulfillment processes. `` Optimizes customer lifetime value. Maximize revenue with proactive cross-sell, up-sell, and retention opportunities for customers and coordinate the experience across inbound and outbound channels. Pega’s solution provides the optimum balance between various customer needs and the specific needs of the business. Pega Unified Marketing Key Capabilities Next-Best-Action Marketing Analytics-Based Campaigns `` Pega’s Next-Best-Action Marketing is a customer-centric `` Pega’s marketing campaigns capabilities deliver multi-step, `` Marketers can create a cross-channel engagement `` Analytics-based campaigns capabilities include intelligent approach to marketing that leverages predictive and adaptive analytics to provide real-time and batch marketing offers and treatments to drive customer lifetime value. strategy that continuously looks at customer history and many different customizable attributes to determine the top offer, best time, specific treatment, and best channel to interact with customers and prospects. The system also dynamically learns and adjusts based on every interaction, making every touch point relevant and driving a positive customer experience. `` Next-Best-Action Marketing also leverages a series of re-usable strategy templates to develop and coordinate effective inbound and outbound marketing strategies. `` Next-Best-Action Advisor component focuses on presenting real-time recommendations and offers to agents or customers in the inbound channels like call center and web. Shared Marketing Components `` Pega Unified Marketing includes a core set of out-of-the- box marketing capabilities leveraged by every module of the solution that allows marketers to design, execute, deliver, and adapt to marketing strategies. `` Pega’s shared components include a single marketer’s portal that has a marketing calendar, collaboration environment, offer and campaigns design, treatments design, channel configuration, constraints optimization, response management and reporting dashboards. multi-channel marketing communications to very targeted and segmented audiences that helps increase return on investment in every marketing initiative. segmentation that leverages predictive analytics and easy to use visual segments to pick the right variables and profiles and dynamically change them over time based on customer behavior. Marketing Operations `` Pega’s Marketing Operations module leverages the best– in-class business process management platform, Pega BPM, providing maximum flexibility and control of every marketing process. `` Pega’s Marketing Operations capabilities include dynamic case management that can orchestrate multiple processes, systems and people which allow marketing to adapt to complex business needs. Pega’s Operations module includes checklists for marketers to monitor and control work, as well as a number of approval templates that can be quickly leveraged in the marketing organization to support financial business objectives. `` Pega’s Marketing Operations also leverages Pega BPM capabilities to automate work to fulfillment, all within the same unified system. Analytics Components `` Predictive Analytics Director allows marketers to design and execute predictive analytics strategies to accurately anticipate customer behaviors, such as offer acceptance, churn or credit risk. `` Adaptive Decision Manager allows marketers to design and execute custom adaptive analytics strategies, enabling customer interactions to be instantly adapted to account for changing customer interests and needs. `` Visual Business Director allows marketers to simulate and test the potential impact of even the most complex customer strategies before putting them into production. Once deployed, performance can be monitored and controlled at any level of operation in real-time. For more information, please contact your Pegasystems representative, visit us on the Web at www.pega.com, or email us at [email protected]. © Copyright 2012 Pegasystems. All rights reserved. 2012-4