Customer advanced analytics and data mining software for marketers

1. Customer Analytics
All your data integrated in just one place

2. Customer Analytics
Contents
1. Data Sources 4
2. Data Exploration & Visualization 5
3. Data Enrichment / Data Cleansing 7
4. Analytics Data Mining 8
5. Dashboards 11
6. Mobile 12
7. Segmentation / Data Selection 13
8. Campaign Workflow 14
9. Process Automation 16
10. Import / Export 17
11. IAA´s Cases
A. Churn Analysis 18
B. Cross Selling 19
C. Forecast 20
D. Improve Campaign Efficiency 21
E. Recency, Frequency, Monetary Value (RFM) 22
F. Social Media 23
G. Web Analytics 25
12. Engagement Process 26
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3. Customer Analytics
“Before Quiterian, extracting and analyzing information used
to take a considerable amount of time of our technical experts,
and as a consequence we were not providing the appropriate
service.
Quiterian gave autonomy and flexibility to our marketers. Now
they obtain detailed customer knowledge, behavior patterns
and movement predictions, quickly and easily.”
Francisco Magarite
General Director and IT and Corporate Services Responsible
Inversis Bank
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4. Customer Analytics
1. Data Sources
Quiterian Analytics integrates in a single platform all data from different
sources, and provides instantly a complete view of customers.
ERP Adserver
CRM Demographics
Web Social Media
es
Other Data Sources
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5. Customer Analytics
2. Data Exploration & Visualization
Displays information of the selected object. It is very useful for viewing a
breakdown of the data, for selecting records and exporting them to other
applications like MS Excel.
Frequency Representation
Summarises a field by categories and also shows
the percentage of the total value that each
category accounts for in this field.
Values charted - Columns
Shows all the values of the field being explored,
and the categories and records that each of them
contains. Allows to search and select values.
Statistics
Used when exploring numeric fields. Displays
statistical values such as: maximum, median,
minimum, mode, sum, among others.
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6. Customer Analytics
2. Data Exploration & Visualization
Data Tree
Provides a graphic view of the categories that are
beign explored. Allows to display data, perform
searches and organize information.
Data Quality
Displays information in detail of the selected
table, object or segment (records, summary,
discreet values, graphics, statistics and numeric
frequencies).
Representations
Provides a graphic view of the categories of the
field that are being explored.
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7. Customer Analytics
3. Data Enrichment & Data Cleansing
Allows to create new fields, and enriches the original data set so it can be
more handy to the user.
Aggregates
Allows to group information from a detailed table
to its aggregated parent table.
Decodes
Allows to decode the information in new fields,
transform codes into descriptions, group different
records into the same category value, normalize
decodes.
Numeric Ranges
Allows to create new fields converting a
continuously distributed variable into a categorical
variable. It creates intervals from a numerical
variable.
Expressions
Allows to generate new fields calculated through
functions and operations based on other fields of
the database.
Quantile Ranges
Allows to generate new fields converting a
continuously distributed variable into a categorical
variable. It creates intervals with the same number
of records in each interval.
Parametric
Allows to create a new column consisting of query-
based values. These queries can be formulated
with values or fields belonging to any table in the
database as long as the tables are properly linked.
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8. Customer Analytics
4. Analytics & Data Mining
Quiterian puts advanced and predictive analytics techniques into practice
in a very simple and intuitive way. It helps you obtain instantly high-value
business insights, speed up the strategic decision making, gain self-
sufficiency and improve your capability to anticipate.
Venn Diagram
Combines two or more segments to find
connections, exclusions or vice versa.
You can examine the customers who have bought
different categories of products and search for
cross-selling opportunities.
Data Profile
Draws a profile with records chosen in the data tree.
It is useful for drawing customers’ profiles based on
their main features and behaviors, and based on
other relevant variables.
Forecasting
Allows to adapt easily to any changes, trends and
seasonal patterns.
Helps to predict the monthly volume of sales or to
anticipate to the number of orders over the next
months.
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9. Customer Analytics
4. Analytics & Data Mining
Decision Tree
Algorithm used for classification. The algorithm‘s
knowledge grows up as we train it, so it will be able
to understand the classification rules, and map
out those learned rules to the entire data universe
in order to obtain a possible future classification.
The final result is a discrete value representing the
chosen classification.
It can help you find the best products to
recommend to your customers.
Clustering
It´s a method used to group the records that have
similar values.
Helps to classify your web visitors or prospects
according to their attributes.
Mapping
Allows to represent through a map divided in
polygons or areas, the value of a function according
to a range of colors.
It can show the geographical nature of churners or
the areas where specific products are sold the most.
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10. Customer Analytics
4. Analytics & Data Mining
Pivot Table
Freely cross different fields. The results will be
shown in graphics and dynamic tables.
It can help you discover the net benefit that each
group of orders can generate.
Pareto - 80/20 Law
This analysis allows you to prove/test Pareto’s
theory 80-20 with available data.
You can quantify the performance of current’s
customers and measure how efficient the business
is.
Evolution
It shows specific categorical variable in different
scenarios or according to different values, and the
evolution of the variables over time.
It helps you to examine how sales of some product
families evolve over a period of months.
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11. Customer Analytics
5. Dashboards
Quiterian’s indicators and dynamic dashboards are very usefull for
showing, presenting, publishing and distributing information. They
can be created from zero with the results given by analysis, data model,
organization’s needs, and many other sources.
Designing a dashboard from scratch takes just a
few minutes. You can have in the same analysis
a group of different indicators, in order to obtain
instantly key business information:
Cylinder
Indicator that shows the volume of a cylinder
depending on the data that represents.
Cone
Displays simplified data in graphic form in several
segments. Each one represents a group of data.
Speedometer
Displays the data in graphic form using a
speedometer that moves within a circular range
to indicate whether the data is within the defined
limits.
Equalizer
Indicator that uses a colour bar display to show if
the data are within established parameters.
Led
Displays data graphically using a bubble that
changes colour based on the limit area where the
value it represents is to be found.
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12. Customer Analytics
6. Mobile
Quiterian Mobile is a web application that runs in computers and mobile
devices. It displays analysis from Quiterian Analytics, both charts and
tables.
1. Folder and graphics management
You can create a folder, delete it, publish a new
analysis, and export into PDF files.
Modify each graphic according to the size, values,
lables, and legend of your preference.
2. Give Permissions
Determine the level of access for each user.
Only the Administrators can perform this action.
3. Easy Access from any Mobile Device
You will have immediate access to your published
analysis just by accesing an URL. With just one
click you will be able to easily interact with your
graphics.
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13. Customer Analytics
7. Segmentation & Data Selection
Quiterian Analytics identifies and extracts records graphically -individually
or in groups-, applies complex conditions, and combines data in tables
that are not directly linked.
Visual segmentations
Classify your data base, obtain discreet values,
generate new customer groups, combine
segments, filter them according to different
categories, and a lot more. All with just a drag &
drop that will provide you a precise and visual
segmentation.
Complex segmentation
Build complex and parametric queries using an
intuitive and graphic interface. You can perfom
advanced segmentations just in seconds with all
your customer data.
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14. Customer Analytics
8. Campaign Workflow
Campaign Workflow is Quiterian Analytics’s module for integrated
management of all the stages in a marketing campaign. It provides a 360º
vision of customers/suppliers/staff, in order to analyze responses better
and help you make the right decisions.
Campaign Creation
You can easily create and manage your campaigns,
shedule the actions and steps to be taken, grant
permissions to the users involved on each stage,
define the strategy and the target.
Control your records, random sampling, Robinson
exclusions, duplicates, marketing codes, and much
more.
Defining actions for every stage
Define fast the workflow of your campaigns, the
stages it will have and in which order.
On each stage you can establish the users that will
have access to your campaign and the actions that
they must perform.
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15. Customer Analytics
8. Campaign Workflow
Campaign Schedule Visualization
Get a glance view of the campaign plan in a
time line for a better perspective of the actions
established.
Results evaluation
Identify instantly the micro-segments with the
best responses. Analyze the results in depth and
discover hidden patterns and trends.
You can use that knowledge to improve the
efficieny in future campaigns.
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16. Customer Analytics
9. Process Automation
Quiterian Analytics gives you the possibility of automating your
campaigns, optimize their results, systematize the launching process and
make a collaborative environment that will help you increase effectiveness,
efficiency and reduce costs.
Defining Workflow
Establish actions and roles. When an action is
triggered by an event or date, all participants
intervene in the process according to plan, and help
others move forward to the next stage.
Scheduling tasks
The tasks planner allows you to bookmark the main
actions that must be performed, based on certain
events ocurred, and distribute it to the organization
according to the security criteria established.
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17. Customer Analytics
10. Import / Export
This highly functional module specially designed for bringing intuition
and usability to your business users, helps to load data from Access or text
files, export it and establish relations between tables for building the data
model.
Import
With the “Import module” Access or text files can
be uploaded in the analytical database so it can be
enriched with external data like geographical or
information from a population research.
Export
The “Export module” creates new tables in the
analytical database from the existing ones, focusing
on the analysis and/or using them as temporary
tables during the analysis. All can be exported to an
external CSV text file.
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18. Customer Analytics
11. Instant Advanced Analytics Cases
A) Churn Analysis
1. With Venn diagram is very easy to
detect customers that were highly active in the past
but not so much (or at all) at the present.
2. The Decision Tree helps you obtain
knowledge from a group of churners, and will it to a
group of current customers, so that their retention
rate can be increased.
3. Once a new classification on the
database has been created, it can be used to make
a very accurate segmentation of current customers.
You can easily analyze the loyalty level of customers
and their propension to leave.
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19. Customer Analytics
Instant Advanced Analytics Cases
B) Cross Selling
1. By dragging and dropping the
customers database, you can see customers who
bought only one type of products, customers who
bought others categories, and customers who have
not bought at all.
2. You can also add a new segments and
detect new opportunities.
3. With just one click, you can identify
customers that represent a potential selling
opportunity and now you can make more a
customized campaign for them.
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20. Customer Analytics
Instant Advanced Analytics Cases
C) Forecast
1. It´s very simple to calculate the
projection of a time series with Quiterian Analytics.
You only have to drag the table that contains the
historical information. In this case, it´s the sales
transactions.
2. Then you can perform a pre-calculation
to find out if the available data is going to produce
a reliable result or not.
3. The system will calculate based on
the number of projections selected and also
considering the seasonability of the time series.
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21. Customer Analytics
Instant Advanced Analytics Cases
D) Improve Campaign Efficiency
1. One of the most useful tools of
Quiterian Analytics is the Decision Tree. It uses a
C 4.5 algorithm to learn from a specific group of
data (people who buy software, how are they?)
and then applies this knowledge to another group
(customers who only buy hardware).
2. It applies the output of the calculation
to make a much proper segmentation of customers,
based on the group that is working on the specific
goal established.
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22. Customer Analytics
Instant Advanced Analytics Cases
E) Recency, Frecuency, Monetary Value (RFM)
1. Forecast your sales in the next 10
months:
Detect that there is going to be a decrease in your
sales and therefore you have to react before that
happens.
2. Create an RFM Analysis immediately:
RFM classification of your active customers (23.38
% of our customers are considered very good
customers).
3. Apply a decision tree algorithm to find
out the best target out of non active ones.
Inferring the RFM Classification to you potential
target.
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23. Customer Analytics
Instant Advanced Analytics Cases
F) Social Media: Twitter followers
1. Wouldn’t it be nice to compare the
number of followers of your accounts to your
competitor’s? To do that you just have to click on
the pre-defined analysis of Quiterian Analytics to
see it done.
2. You can see the followers of all your
accounts and also your competitors’, day by day.
3. You can also have a chart to understand
this information in an easier way.
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24. Customer Analytics
Instant Advanced Analytics Cases
Social Media: other analysis
1. Most used sources.
2. Sentiment / influence matrix.
3. Most active accounts. Activity by hour
and language.
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25. Customer Analytics
Instant Advanced Analytics Cases
G) Web Analytics
1. You can easily verify the effectiveness of
a marketing campaign with Quiterian Analytics. All
you have to do in just one click and you will have a
pre-defined analysis that performs this for you.
2. On one side you can see all you
customers target, and also the total target of the
campaign -in this case is around 39.000- and the
ones who have visited.
In this case there are more visits from outside the
campaign than from in it, so you can conclude that
there is a need to improve the segmentation for
future campaigns.
3. You can also see the campaign
effectiveness by states.
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26. Customer Analytics
12. Engagement Process
If you want to be more competitive, with Quiterian you can get immediate
valuable business insights including key predictions to sell more, being
more efficient and more agile.
1. Decide the model
A. Quite4me Saas Cloud: Customer Analytics as a Service.
Demographics
Adserver
Social Media
Customized filter
Web
CRM ERP Public Cloud
Intra fire-walls
B. On premise
Demographics
Customized filter
Adserver
Social Media Public Cloud
Web
CRM ERP
Private Cloud
Intra fire-walls
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27. Customer Analytics
Engagement Process
2. Decide the Data Sources
Social Media, CRM, ERP, web analytics, and many more.
3. Decide the Users
Manage users, establish security levels and organize users in the repository. In an
environment integrated with LDAP, this procedure will never disturb objects from
the active repository that they are linked to.
4. Decide Security & Privacity
Manage the access to objects or contacts in the database, control the privileges
on users’ functionalities, manage password’s policies and perform maintenance
actions. Ensure a secure access to the information and a total protection of
confidential corporate data.
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28. Customer Analytics
Engagement Process
5. Trainning
Three sessions of trainning with our experts.
6. Go live
Fast and easy.
7. Support
Constant support from our experts when ever you
need it.
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29. US HEADQUARTERS - Quiterian Miami EUROPE HEADQUARTER - QUITERIAN BARCELONA
2655 LeJeune Road, Suite 810 C/ Frederic Mompou 5, Edif. Euro 3, Planta 3ª
Coral gables, FL 33134 E-08960 Sant Just Desvern (Spain)
1-306-442-4890 +34 93 371 44 70
www.quiterian.com info@quiterian.com