Building the right tech stack, and maintaining 1to1 data linked to a robust CRM platform results in new insights and growth, but can be a daunting task.
Here's how we can help:
Showing you how bring, collect and optimize actionable 360 degree customer data within your database
Identification of needs based segmentation data and show you how, where and when to collect it
Improved data quality across all data types
Improved 3rd party data append choices and results
Identification and mapping of consumer experience data for optimized customer journeys and personalization
Identifying insights into potential value, needs, wants and interests
Improved analytics and targeting
Identify and enable trigger marketing opportunities, establishing and testing content, testing and creating campaigns
Identify best in class database service, campaign management, and reporting solutions through comprehensive benchmarking and RFP development
Manage your entire RFP process or optimizing your current tech stack
Help you to implement new database services for fast results
What we do:
We can help you change the way that customer data is viewed by the entire organization and raise its value to a strategic imperative
Identify actionable data that can be collected at key touch points and specific programs for new market growth opportunties
Work with your team to identify new data optimization opportunities, including:
Which customer preferences should you be collecting, and why
Web, including anonymous web data capture
Social data capture and new social program opportunities
Key CRM data elements for a revitalized database marketing plan
Eliminate wasted money on unoptimized third party data strategies that may include unnecessary demographic and psychographic data appends
Identify best in class vendors through personal experience and third party ratings (e.g. Gartner, Forrester and others) for:
Database Management Services/Master Data Management (MDM)
Customer Relationship Management (CRM) platforms
Campaign Management Tools
Reporting
3rd Party Data Modeling
Voice of Customer Platform Providers
Create and Implement the Request for Information/ Request for Proposal (RFI/RFP) process for you, including:
Managing your overall Technology Provider selection process
Shepherd the Request for Information (RFI) and Request for Proposal (RFP) processes
Write and manage the RFI for initial vendor partner discussions
Develop a highly customized RFP according to your specifications and customized requirements
Benchmarking best in class suppliers with potential vendor partner provider recommendations
Complete your understanding of value based price and benefit comparisons
Make recommendations based on concrete feature/price/value comparisons
Implement new database and related services
Current state process mapping
Future state process design
Project management for flawless database services implementation and maximum impact
We have worked with some of the most sophisticated multi-channel marketers to identify cross channel database and voice of customer feedback opportunities and manage the entire RFI and RFP process. Here are some examples:
Why use Shimko 1to1, or any consultant?
Creating a new database, campaign management, voice of customer or related strategy and project managing the RFP process across departments can be a daunting task. To put it simply, everyone already has their day job. For flawless and timely execution the cost of bringing in Shimko1to1 will show payback many times over. We support implementation not only on a tactical level, but also will show you how to best present the process and ongoing updates to senior level management. We become a partner in the process, with a complete focus on your objectives and goals.
Database suppliers often recommend that an overall assessment or "Discovery" of needs be performed, with the intention of selling you what they provide. It's not uncommon for them to charge $150,000 or more to complete this assessment. In essence, their "Discovery" project is little more than them writing a requirements document for their available and most profitable services. We will find the best fit between your needs and top suppliers and are vendor “agnostic”. We work for you!
A third party with a unique understanding of all of the potential vendors and with only your needs and interests in mind will save you both time and money. We understand and know best-in-class potential providers, the latest database and related marketing strategies…and market pricing. We can help you to quickly identify:
Which providers have expertise in your industry
Who has provided seamless database and campaign management solution on time and at the right price
Which database partners are leading in integrating web, social and other digital data in database
How do vendors utilize social data and provide for social marketing opportunities
Which potential partners have been able to capture first hand customer data through a preference center, voice of customer platform, or other touch point data
Which partners understand and can help you to market based on lifetime value
Which partners can capture anonymous web data
Which providers have implemented trigger marketing based on the ability to capture and react to real time data
How to identify a return on investment and where to get started
How to maximize the impact and minimize the time for the new database build and implementation
Our goal is to help you to identify the best partner for your needs and budget. We will create the request for information, shepherd the process, negotiate the pricing, help to to select the vendor, and oversee the implementation of the new database infrastructure.
1to1 Database Case Studies:
Industry: Multi-channel e-retailler
Tom Shimko worked with one of the nation's largest multi-channel e-commerce retailers to define their 1to1 future strategy, enterprise database strategy, campaign management and reporting needs, and to lead the Request for Proposal process to identify a new database management partner.
What this required:
Tom worked across all levels and departments to establish database requirements and to define the future database. He identified "best in class" potential suppliers, wrote the request for proposal (RFP) and led the proposal review process. Tom negotiated pricing on behalf of the client and assisted them in the review and selection process. This represented a significant migration to the collection of new digital data, customer needs information, and the ability to apply those for new new segmentation approaches and trigger marketing opportunities.
Industry: Financial Services & Insurance
We completed an analyses for an international financial services and insurance provider of current NPS and Voice of Customer (VOC) surveys and related action plans. We identified key customer journeys and prioritized their impact. As part of our strategic recommendations we identified the growing need to track and act on real time ongoing voice of customer feedback during key journeys and touch points. This led to our creation and recommendation for a new global VOC Operating Plan that included the implementation of Customer Feedback Management Platform (CFMP) technology. The new Voice of Customer operating plan was accepted by senior stakeholders.
We identified the top potential vendor partners for a customer feedback platform based on third party research. A Request for Information (RFI) was created and meetings between potential suppliers and key stakeholders were held. The initial group of six potential suppliers was narrowed to two. Stakeholders not only achieved a much higher operating knowledge of the “state of the art” of VOC technology, but also the potential benefits, pitfalls and pilot requirements for successful implementation. Subsequently a final recommendation was made based on price, schedule, support and other Request for Proposal (RFP) criteria. For this application the following vendor capabilities were deemed most important:
Global capabilities, case studies and services provided by country
Cloud based server locations and security/privacy policies
Survey flexibility across channels (web, call center, email driven, social, etc)
Real time reporting on individual dissatisfied customer complaints, with standardized problem escalation and “closed loop” problem resolution and reporting capabilities
High level of support during initial pilot implementation
Train the trainer and individual training programs as part of an overall education process
Personalized ongoing support during initial phases of implementation
Capability of technology to allow for in-house “self-service” management in the future
Pricing model (per survey, volume based, services, etc.)
The result of this project was the identification of the vendor partner that best met the short term requirement of a high level of support, as well as the longer term goal of a low cost self-serve model . The involvement of key stakeholders identified two countries that enthusiastically embraced being part of the pilot implementation. Pilot program success metrics were identified to measure the ROI required for expanding the implementation beyond the pilot phase.
Industry: Publishing
We recently worked with one of the nation's largest publisher to develop a new database marketing strategy incorporating the following:
Real time capture of all digital customer data
Evaluation of third party data append services
Evaluation of database replacement and ongoing data management capabilities
Evaluation of campaign management and reporting capabilities
Evaluation of data mart and data analysis capabilities
Established the 360 degree database strategy
As part of this effort, we developed a Request for Information (RFI) phase in which we solicited background and capabilities data from many different potential suppliers. We set up meetings and presentations and led the review process with the client.
Following the RFI phase we developed the Request for Proposal (RFP), reviewed it internally with the client and stakeholders and shepherded the RFP process to completion with finalists. We provided a methodological approach and process that began with assessments of over ten potential suppliers in the RFI phase to less than five in the RFP phase. Time and price were able to be optimized through this process.