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Infor CRM Enterprise (Epiphany) Outbound Marketing Ancestry SSA Outbound Marketing 7.0 Epiphany E1-E3 Reporting Analytics Enhanced Reporting Added Languages UI Enhancements Epiphany E4 Infor CRM Epiphany Outbound Marketing 7.1 Campaign Management Integration with EPNY Real-Time Event-Based Marketing Upgraded Email Mktg UI Improvements Epiphany E5 Offer Optimization Internationalization Epiphany Campaign Management E6 & E6.5 J2EE App Server Single Sign On More Dynamic User Interface 98 1 99 00 01 Copyright © 2011 Infor. All rights reserved. 02 03 04 05 06 07 08 Battle Card: Infor CRM Enterprise (Epiphany) Outbound Marketing Elevator Pitch Big Fat Claims You see how marketing leaders deliver fast ROI by simply utilizing an integrated, easy-to-use database solution. Infor CRM Epiphany Outbound Marketing gives you all that’s needed for the planning, execution, and monitoring of your permission-based campaigns across all customer touchpoints. Easiest-to-use interface; no Structured Query Language (SQL) required Customer Testimonials Key Value Statements • Closed-loop reporting identifies highest-impact opportunities • Integrated marketing and analytics shortens campaign development cycles • Permission marketing rules enforce privacy preferences • “Since we implemented Epiphany CRM, we have seen a noticeable improvement in both revenue and customer satisfaction. Compared to the competition, we grew our market share significantly.”—Essilor • “The Epiphany global solution, since it was all J2EE-based, was able to connect to our legacy systems. Now, all our solutions are integrated. And we have achieved marketing channel integration–e-mail, phone, direct mail—in one connected solution.”—LOI • Single view of the customer facilitates event-driven marketing High Yield Questions • How large is your database marketing organization? • How experienced is your database marketing team? • Have you built a marketing data mart? • Do you have any data mining tools in-house? How many Ph.Ds are supporting them? • Is this an IT- or marketing-driven project? • How responsive is IT in generating new reports or data mining models? • What steps does the organization currently go through to create an outbound marketing campaign? How long does that take? • Do you have a desire to support event-based marketing initiatives? • Do you want to support real-time responses to events? 2 Copyright © 2011 Infor. All rights reserved. • What is your current campaign acceptance rate? • How many channels do you currently communicate on? How many applications do you require for those campaigns? • How do you currently analyze your campaign success? How do you leverage that information in future campaigns? Battle Card: Infor CRM Enterprise (Epiphany) Outbound Marketing Handling Objections Market Trends Potential Objection Possible Response • Social media—driving a lot of interest with very little understanding of how to leverage this new paradigm “Your user interface looks dated.” New release with user interface enhancements coming in 2013. • Marketing capabilities—renewed interest in larger companies to improve marketing capabilities “I already have an enterprise data warehouse.” Most enterprise data warehouses are not organized for marketing, and you will need to rebuild your existing warehouse or build a new one anyway. Since your data needs to be in a format that allows for analysis as well as marketing, you’ll get better performance from a data mart that is optimized for marketing. • Event-based marketing—rapidly becoming a strong trend in outbound marketing and campaign management “Infor is not developing the application.” Since Infor has acquired the solution, we have released a number of enhancements, including a complete re-write of email marketing and a new event-based marketing module. Within the next six months, we expect to have a new user interface as well as support external data access. • Customer retention—keeping loyal customers is cheaper (and smarter) than new-customer acquisition Product & Geographic Landscape Languages: • English, Spanish, Portuguese, German, French, Dutch, Italian, Japanese, Simplified Chinese Competitive Landscape Competitive Vendor Why Should We Buy? Unica Infor offers much stronger analytical and inbound marketing solutions. Why Shouldn’t We Buy? Losing money each quarter; no development on its marketing applications. Bleeding employees and corporate knowledge. Industries & Verticals • Banking and financial services • Communications, media, and entertainment • Consumer products/consumer packaged goods Teradata Infor CRM can provide a true, allencompassing solution map. Oracle (Siebel) Infor can cite great large-scale references for real-time learning, analytics, and outbound marketing. Weak application. • Hospitality and gaming • High-tech • Healthcare 3 • Retail Working with Oracle is very difficult. • Upper mid-market manufacturing and distribution (companies with more than 10,000 customers and revenue to support a minimum $250K project) Copyright © 2011 Infor. All rights reserved. Market Segment: Infor CRM Enterprise (Epiphany) Outbound Marketing Strength Verticals • Banking & Financial Services • Regional/Superregional Banks (USA) • Tier 1 Credit Unions • Regional/Tier 2 Insurance • Communications, Media & Entertainment • Consumer Products/CPG • Hospitality and Gaming • High-tech • Healthcare • Retail Ideal Target Markets • >10,000 customers • B2C, B2B, B2B2C • Experiencing growth (possibly through merger or acquisition) • Global 2000, Tier 1 companies There are four major price elements. 1.The application 2.The datamart size (# of customers in the mart) 3.The delivery channel: email, direct mail, etc. 4.The named administrators and managers • Investing in a Multichannel CRM Environment • Non-vendor-saturated, aggressive, and professional culture similar to Infor CRM Average Deal Profile • Strong relationships with major analyst • Average Deal = $400,000 • Dedication to improving outbound customer touchpoints: direct mail, email, telesales, SMS, mobile, wireless • Director/VP of marketing • Seek to combine permission-based marketing and automated regulatory compliance with targeting analytics Typical Company Profile Pricing Models • Deployment through internal PSO with support from 3rd party service provides, as necessary • Average PSO Ratio = 1:1 • Want an integrated database marketing solution • Want an application, not a toolkit • >$750M in revenue • Regional/Superregional Banks and Financial Institutions (USA): $5B150B in assets Deployment Options • On Premises - Traditional perpetual license run by customer onsite • Hosted - Traditional software licensing plus Hosting from Infor • Application Managed Service - Range of outsourcing services provided by Infor 4 Copyright © 2011 Infor. All rights reserved.