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WEBINAR: 
MARKETING 5.0: 
10 STEPS TO DELIVERING 
COMPELLING EXPERIENCES 
John Ellett, CEO nFusion 
OCTOBER 22, 2014 
Webinar Audio: Toll: +1 (470) 200-0302 Access Code: 769-951-325 
Contact: dkern@nFusion.com 
Post-Event Slides: http://info.nFusion.com/webinar-marketing5 
© NFUSION GROUP, LLC. PROPRIETARY AND CONFIDENTIAL.
MY THREE HATS 
2 
Author Blog Contributor CEO 
The CMO Manifesto 
Marketing 5.0 – Coming Soon 
Forbes 
nFusion 
A Digital Agency 
@nFusion
AGENDA 
1. Brief history of marketing technology 
2. Marketing 5.0 
3. Implications for marketers and technologists 
4. 10 steps to get there 
3 
© NFUSION GROUP, LLC. PROPRIETARY AND CONFIDENTIAL. 
@nFusion
Printing Press 
4 
MARKETING 1.0 
© NFUSION GROUP, LLC. PROPRIETARY AND CONFIDENTIAL. 
@nFusion
A BRIEF HISTORY OF MARKETING TECHNOLOGY 
5 
© NFUSION GROUP, LLC. PROPRIETARY AND CONFIDENTIAL. 
MARKETING DATA 
• Name 
• Address 
• Phone Number 
• Customer ID 
• Purchase History 
MAGAZINE/ 
NEWSPAPER 
DIRECT MAIL/ 
CATALOG 
@nFusion
John Cameron Swayze, NBC’s “Camel News Caravan” 1955 
TV/Radio 
6 
MARKETING 2.0 
© NFUSION GROUP, LLC. PROPRIETARY AND CONFIDENTIAL. 
@nFusion
A BRIEF HISTORY OF MARKETING TECHNOLOGY 
7 
© NFUSION GROUP, LLC. PROPRIETARY AND CONFIDENTIAL. 
MARKETING DATA 
• Name 
• Address 
• Phone Number 
• Customer ID 
• Purchase History 
MAGAZINE/ 
NEWSPAPER 
RADIO 
TV 
DIRECT MAIL/ 
CATALOG 
@nFusion
PC/Internet 
8 
MARKETING 3.0 
© NFUSION GROUP, LLC. PROPRIETARY AND CONFIDENTIAL.
A BRIEF HISTORY OF MARKETING TECHNOLOGY 
9 
© NFUSION GROUP, LLC. PROPRIETARY AND CONFIDENTIAL. 
MARKETING DATA 
• Name 
• Address 
• Phone Number 
• Customer ID 
• Purchase History 
• IP Address 
• Tags 
• Site Behavior 
• Search Behavior 
• Email Address 
• Email Behavior 
MAGAZINE/ 
NEWSPAPER 
SEARCH 
RADIO 
BRAND 
WEBSITES 
EMAIL 
TV 
DIRECT MAIL/ 
CATALOG 
THIRD PARTY 
WEBSITES 
@nFusion
Social/Mobile 
10 
MARKETING 4.0 
© NFUSION GROUP, LLC. PROPRIETARY AND CONFIDENTIAL. 
@nFusion
A BRIEF HISTORY OF MARKETING TECHNOLOGY 
11 
MARKETING DATA 
• Name 
• Address 
• Phone Number 
• Customer ID 
• Purchase History 
• IP Address 
• Tags 
• Site Behavior 
• Search Behavior 
• Email Address 
• Email Behavior 
• Location 
• Mobile Number 
• Mobile Site Cookie 
• Social ID 
• Social Behavior 
• Brand Affiliation 
SOCIAL 
NETWORKING 
© NFUSION GROUP, LLC. PROPRIETARY AND CONFIDENTIAL. 
MAGAZINE/ 
RATINGS/ NEWSPAPER 
REVIEWS 
SITES 
SEARCH 
RADIO 
BRAND 
WEBSITES 
EMAIL 
MOBILE 
APPS 
TV 
MOBILE 
WEB 
DIRECT MAIL/ 
CATALOG 
THIRD PARTY 
WEBSITES
MARKETING 5.0 
Winning in the Age of Personalized Omni-channel Experiences 
12
CUSTOMERS EXPECT PERSONALIZATION 
© NFUSION GROUP, LLC. PROPRIETARY AND CONFIDENTIAL. 
13 
78% of customers don’t receive 
consistent experience across channels. 
— Accenture 
94% of customers have discontinued 
communication with a company because of 
irrelevant messages. 
— Blue Research 
@nFusion
DATA CHAINED TO CHANNEL (& DEPARTMENT) = FRAGMENTATION 
14 
Source: Oracle Marketing Cloud Conference 
@nFusion
OMNI-CHANNEL EXPERIENCES REQUIRE SYNCHRONIZED DATA 
15 
Source: Oracle Marketing Cloud Conference 
@nFusion
ARMS RACE TO SOLVE THE PROBLEM 
16 
Source: Forrester
CONSTRUCT FOR SOLVING THE CHALLENGE 
17 
Presentation layer: User experience and content 
Marketing engineering layer: CDJ maps, go-to-market 
plans and orchestration, Omni-channel mgt. 
Infrastructure layer: Applications and data 
© NFUSION GROUP, LLC. PROPRIETARY AND CONFIDENTIAL.
10 STEPS TO MARKETING 5.0 
18
STEP 1 
Become a 
customer-centered 
organization 
19 
Source: Satmetrix Systems, Inc.
STEP 2 
Develop segments 
and personas 
20 
Jane: Decision Maker 
Personas: CEO, CFO 
1HULPZ[OLÄUHUJPHSNH[LRLLWLYVM[OLIZPULZZ 
TVJVU]PUJL1HUL[VWYJOHZLZVTL[OPUNULw, 
theYLULLKZ[VILHZVSPKJHZLMVYWVZP[P]LYL[Yn 
VU[OLPU]LZ[TLU[1HULSPZ[LUZ[V)PSSI[L_WLJ[Z 
HJSLHYIZPULZZJHZLMVYMUKZ[VILZWLU[ 
Value desired:9L[YUVUPU]LZ[TLU[
STEP 3 
Map the customer 
decision journey 
21 
Attract Engage 
Identifies issue and 
requires a solution 
Researches 
solution and 
discovers 
possibilities 
Nurture Convert 
Interest 
Threshold 
The lead becomes 
interested enough 
to become a 
prospect. 
Understands 
product offerings 
and value to 
business 
Finds alignment to 
solution expectations 
Conversion 
The prospect 
moves from the 
consideration 
phase to a 
subscribed 
customer. 
Builds 
business case 
for product 
purchase 
Train Expand Retain Upsell 
Agrees to 
purchase and 
signs up for an 
account 
Utilizes 
products 
Realizes product 
business impact 
Searches for 
more solutions 
Knowledge 
Threshold 
The user realizes 
the value of the 
product offerings 
within his 
business. 
Receives 
training 
Becomes a 
product expert 
Milestone 
Awareness of products and what their 
intended purposes are. 
Milestone 
Complete understanding of product 
offerings and realization of possible 
positive ROI after purchase. 
Milestone 
Successful integration and use of 
products within business process. 
Realized value of product integration 
and positive outcome.
STEP 4 
Define cross-discipline 
planning model 
22
STEP 5 
23 
Envision what is 
possible and 
determine data 
needed
STEP 6 
Resource for 
infrastructure 
and experience 
building 
24
STEP 7 
Implement 
key applications 
and data 
management 
infrastructure 
25 
Source: Oracle Marketing Cloud Conference
STEP 8 
Build/manage 
personalized 
Omni-channel 
experiences 
26
STEP 9 
Create 
cross-discipline 
analytics 
framework 
27
STEP 10 
Align 
organization on 
data-driven 
engagement 
policies 
28
10 STEPS YOU SHOULD TAKE NOW 
© NFUSION GROUP, LLC. PROPRIETARY AND CONFIDENTIAL. 
29
30 
QA
31 
THANKS! 
STAY IN TOUCH 
jellett@nfusion.com 
@jellett 
@nFusion 
www.nFusion.com 
SLIDES + REPLAY 
http://info.nFusion.com/webinar-marketing5

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WEBINAR: Marketing 5.0: 10 Steps to Delivering Compelling Experiences, hosted by @nFusion

  • 1. WEBINAR: MARKETING 5.0: 10 STEPS TO DELIVERING COMPELLING EXPERIENCES John Ellett, CEO nFusion OCTOBER 22, 2014 Webinar Audio: Toll: +1 (470) 200-0302 Access Code: 769-951-325 Contact: dkern@nFusion.com Post-Event Slides: http://info.nFusion.com/webinar-marketing5 © NFUSION GROUP, LLC. PROPRIETARY AND CONFIDENTIAL.
  • 2. MY THREE HATS 2 Author Blog Contributor CEO The CMO Manifesto Marketing 5.0 – Coming Soon Forbes nFusion A Digital Agency @nFusion
  • 3. AGENDA 1. Brief history of marketing technology 2. Marketing 5.0 3. Implications for marketers and technologists 4. 10 steps to get there 3 © NFUSION GROUP, LLC. PROPRIETARY AND CONFIDENTIAL. @nFusion
  • 4. Printing Press 4 MARKETING 1.0 © NFUSION GROUP, LLC. PROPRIETARY AND CONFIDENTIAL. @nFusion
  • 5. A BRIEF HISTORY OF MARKETING TECHNOLOGY 5 © NFUSION GROUP, LLC. PROPRIETARY AND CONFIDENTIAL. MARKETING DATA • Name • Address • Phone Number • Customer ID • Purchase History MAGAZINE/ NEWSPAPER DIRECT MAIL/ CATALOG @nFusion
  • 6. John Cameron Swayze, NBC’s “Camel News Caravan” 1955 TV/Radio 6 MARKETING 2.0 © NFUSION GROUP, LLC. PROPRIETARY AND CONFIDENTIAL. @nFusion
  • 7. A BRIEF HISTORY OF MARKETING TECHNOLOGY 7 © NFUSION GROUP, LLC. PROPRIETARY AND CONFIDENTIAL. MARKETING DATA • Name • Address • Phone Number • Customer ID • Purchase History MAGAZINE/ NEWSPAPER RADIO TV DIRECT MAIL/ CATALOG @nFusion
  • 8. PC/Internet 8 MARKETING 3.0 © NFUSION GROUP, LLC. PROPRIETARY AND CONFIDENTIAL.
  • 9. A BRIEF HISTORY OF MARKETING TECHNOLOGY 9 © NFUSION GROUP, LLC. PROPRIETARY AND CONFIDENTIAL. MARKETING DATA • Name • Address • Phone Number • Customer ID • Purchase History • IP Address • Tags • Site Behavior • Search Behavior • Email Address • Email Behavior MAGAZINE/ NEWSPAPER SEARCH RADIO BRAND WEBSITES EMAIL TV DIRECT MAIL/ CATALOG THIRD PARTY WEBSITES @nFusion
  • 10. Social/Mobile 10 MARKETING 4.0 © NFUSION GROUP, LLC. PROPRIETARY AND CONFIDENTIAL. @nFusion
  • 11. A BRIEF HISTORY OF MARKETING TECHNOLOGY 11 MARKETING DATA • Name • Address • Phone Number • Customer ID • Purchase History • IP Address • Tags • Site Behavior • Search Behavior • Email Address • Email Behavior • Location • Mobile Number • Mobile Site Cookie • Social ID • Social Behavior • Brand Affiliation SOCIAL NETWORKING © NFUSION GROUP, LLC. PROPRIETARY AND CONFIDENTIAL. MAGAZINE/ RATINGS/ NEWSPAPER REVIEWS SITES SEARCH RADIO BRAND WEBSITES EMAIL MOBILE APPS TV MOBILE WEB DIRECT MAIL/ CATALOG THIRD PARTY WEBSITES
  • 12. MARKETING 5.0 Winning in the Age of Personalized Omni-channel Experiences 12
  • 13. CUSTOMERS EXPECT PERSONALIZATION © NFUSION GROUP, LLC. PROPRIETARY AND CONFIDENTIAL. 13 78% of customers don’t receive consistent experience across channels. — Accenture 94% of customers have discontinued communication with a company because of irrelevant messages. — Blue Research @nFusion
  • 14. DATA CHAINED TO CHANNEL (& DEPARTMENT) = FRAGMENTATION 14 Source: Oracle Marketing Cloud Conference @nFusion
  • 15. OMNI-CHANNEL EXPERIENCES REQUIRE SYNCHRONIZED DATA 15 Source: Oracle Marketing Cloud Conference @nFusion
  • 16. ARMS RACE TO SOLVE THE PROBLEM 16 Source: Forrester
  • 17. CONSTRUCT FOR SOLVING THE CHALLENGE 17 Presentation layer: User experience and content Marketing engineering layer: CDJ maps, go-to-market plans and orchestration, Omni-channel mgt. Infrastructure layer: Applications and data © NFUSION GROUP, LLC. PROPRIETARY AND CONFIDENTIAL.
  • 18. 10 STEPS TO MARKETING 5.0 18
  • 19. STEP 1 Become a customer-centered organization 19 Source: Satmetrix Systems, Inc.
  • 20. STEP 2 Develop segments and personas 20 Jane: Decision Maker Personas: CEO, CFO 1HULPZ[OLÄUHUJPHSNH[LRLLWLYVM[OLIZPULZZ TVJVU]PUJL1HUL[VWYJOHZLZVTL[OPUNULw, theYLULLKZ[VILHZVSPKJHZLMVYWVZP[P]LYL[Yn VU[OLPU]LZ[TLU[1HULSPZ[LUZ[V)PSSI[L_WLJ[Z HJSLHYIZPULZZJHZLMVYMUKZ[VILZWLU[ Value desired:9L[YUVUPU]LZ[TLU[
  • 21. STEP 3 Map the customer decision journey 21 Attract Engage Identifies issue and requires a solution Researches solution and discovers possibilities Nurture Convert Interest Threshold The lead becomes interested enough to become a prospect. Understands product offerings and value to business Finds alignment to solution expectations Conversion The prospect moves from the consideration phase to a subscribed customer. Builds business case for product purchase Train Expand Retain Upsell Agrees to purchase and signs up for an account Utilizes products Realizes product business impact Searches for more solutions Knowledge Threshold The user realizes the value of the product offerings within his business. Receives training Becomes a product expert Milestone Awareness of products and what their intended purposes are. Milestone Complete understanding of product offerings and realization of possible positive ROI after purchase. Milestone Successful integration and use of products within business process. Realized value of product integration and positive outcome.
  • 22. STEP 4 Define cross-discipline planning model 22
  • 23. STEP 5 23 Envision what is possible and determine data needed
  • 24. STEP 6 Resource for infrastructure and experience building 24
  • 25. STEP 7 Implement key applications and data management infrastructure 25 Source: Oracle Marketing Cloud Conference
  • 26. STEP 8 Build/manage personalized Omni-channel experiences 26
  • 27. STEP 9 Create cross-discipline analytics framework 27
  • 28. STEP 10 Align organization on data-driven engagement policies 28
  • 29. 10 STEPS YOU SHOULD TAKE NOW © NFUSION GROUP, LLC. PROPRIETARY AND CONFIDENTIAL. 29
  • 30. 30 QA
  • 31. 31 THANKS! STAY IN TOUCH jellett@nfusion.com @jellett @nFusion www.nFusion.com SLIDES + REPLAY http://info.nFusion.com/webinar-marketing5