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Customer Insights Presentation Template

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Customer Insights

Transcript: Customer Insights “Strategy without Tactics is the slowest route to victory. Tactics without Strategy is the noise before defeat.” Sun Tzu - The Art of War “Strategy without Tactics is the slowest route to victo... CURRENT FINANCES CURRENT FINANCES WHY ARE WE THE BEST? WHY ARE WE THE BEST? GOAL GOAL KPI KPI TARGET MARKET TARGET MARKET STRATEGY TIMELINE #1 #2 #3 #4 STRATEGY FOCUS TOPICS FOCUS TOPICS #1 #2 #3 FINANCIAL PROJECTION FINANCIAL PROJECTION NOW

Customer Insights

Transcript: Customer Insights Group: Rachel, Yuko, Landon, Victoria, Bailey and Erin For this group project we were asked to collect information on consumer insights and why students chose St. Lawrence College. We surveyed a total of 60 different people asking the same three questions; - Where are you from? - What program are you registered in and why did you choose SLC? - Why are you pursuing a college education? And these are the results: Question 1: Where are you from? Question 2: What program are you in? Why did you pick St. Lawrence? Question 3; Why are you pursuing a college education? What can SLC do to further their advertising based on results? - advertising in high schools in the area and farther away - send a student representative (SA) to go and talk to students one on one - advertising in malls to reach a younger demographic - online advertising (social media) After surveying 60 different people, we found that: - most of the students that attend SLC live within an hours distance - the majority of the students we surveyed are studying health and science (nursing, pre health) - most students chose SLC because it is close to home - almost all students chose to pursue a college education to attain a good job after post secondary education Any questions from the class?

Customer Insights

Transcript: Best used to show how something has evolved throughout time or to tell a story in a chronological order. Can be used to tell a brand story, historical development of things such as trends & products & others. Are accompanied by icons, images and other visual elements. Mixed Charts Malcolm Bugeja Darren Magri Andreas Willie Types of Infographics Represents location-based information. Can be presented by highlighting/shading parts of a map or overlaying shapes on top of the map. Infographics Informational Technically, if we go way back in time, infographics were firstly represented by cavemen when they drew on the walls. The earliest recorded forms of visualisation arose from the first maps. The fundamentals of measuring time, distance, surveying, map making and spacial geometry were formed & understood in the 1600s The last decade saw an outburst of infographics online. No sector was left untouched by this growth, from sports to marketing. Nowadays, infographics are evolving from just simply images to more interactive ways, such as animation and videos. History of Infographics (4) End of Presentation Next: Infographic Customer Insights The End Geographic Compares and contrast two or more things. Can highlight differences & similarities and pros & cons of the two or more things that are being compared. Serves as a guide for choosing between options. Made by: A type of long-form presentation which consists mostly of text and barely any visual elements. Enhanced with an appealing colour scheme and icons. History of Infographics Types of Infographics Original Animated Infographic History of Infographics (1) Content: Hierarchical Organizes information according to levels such as levels of importance, of difficulty, of income, etc.. Most common visualisations are pyramids or flow charts Key function is to compare or show the relationship between different levels. Timeline History of Infographics (2) add logo here Comparison Incorporates different graphs and charts Best type used when you have many statistics, facts and figures. By the end of the 17th century, most of the modern charts that we know today had been invented. William Playfair's seminal work, Commercial and Political Atlas, introduced the world to these new visual forms. History of Infographics (3) Throughout the years, infographics evolved more and more. The late 1900s saw an acceleration of computer aided data visualisation. With the aid of data visiualisation software, massive sets of data could be envisioned in complex forms.

Customer Experience Insights

Transcript: Customised reporting. Themed and branded to your business. Your choice of metrics - 'pick & mix' reporting widgest. Unparalleled drill down capability. Business Integration Mobile Engagement Customer Experience Insights 2014 Going Mobile Total Business & Visual Engagement Total Personalisation Business Integration Platform Success Factors Customer Experience, HR Audits, Business Audits, ROI Personalised Custom Reporting Targeted Surveys Going Mobile Holistic business metrics. Correlation of results across multiple KPI's. One platform for Customer Experience, HR Audits, Business Audits. Real ROI measures. Personalised Custom Reporting Personalised Custom Reporting Your Metrics, Your Way! Business Integration Targeted customer experience metrics that support Mystery Shopping objectives. Instant feedback for managers and employees. Just-in-time coaching. Real time data at the click of a button. Compatible with any hand held device. Cost efficiency at every level. Instant Feedback Total Personalisation 'Pick & Mix' Reporting Widgets Mobile Engagement

Customer Insights

Transcript: What our customers are saying Types of Customers Types of Customers Why We Chose Coorpoint Why We Chose Coorpoint Hospitals Hospital Customers Hospital Customers "quote here about FLEXIBILITY" Bookings Trajectory Bookings Trajectory Scheduled Revenue Scheduled Revenue Favorite Features Hospitals Favorite Features Fast Project Timelines Fast Project Timelines Prospect Country Size Status Why? Testing Testing 1 2 3 4 Point 3 Point 3 Next Page Round Point 4 Round Point 4 Time Savers Time Savers Closed Deals Prospects Prospect Country Size Status Why? Plan vs Bookings PLAN BOOKINGS VS. This is a list of what we planned to do. It's not everything we planned. But it does include the important stuff. It's a nice reminder of our intentions. This side has the actual result of the plan. Hopefully it says that we were able to deliver. Or perhaps even over-deliver. Fingers crossed we didn't fail to meet the plan. Goals vs Reality Goals vs Reality Lesson 1 The quick brown fox jumps over the lazy dog. Lesson 2 The quick brown fox jumps over the lazy dog. Lesson 3 The quick brown fox jumps over the lazy dog. Numbers Numbers Sales Activity Pipeline Count Sales Funnel Sales Bookings About Coorpoint Healllth About Coorpoint Healllth

Unlocking Customer Insights

Transcript: Future Trends in AI Customer Profiling Exploring the cutting-edge technologies shaping the future of customer profiling and personalized marketing strategies. Summary and Key Takeaways Emerging Technologies in Customer Profiling In conclusion, AI-driven customer profiling offers enhanced customer insights, personalized marketing, and improved customer engagement, leading to higher conversion rates and customer loyalty. Advancements in AI, such as predictive analytics and natural language processing, are revolutionizing customer profiling for targeted marketing campaigns. Deep Learning for Customer Insights Deep learning models, such as neural networks, extract complex patterns from large datasets to provide in-depth insights into individual customer behavior and preferences. Machine Learning in Customer Profiling AI Algorithms and Models Machine learning algorithms analyze patterns in data to create predictive models for segmenting customers based on behavior and preferences. Exploring the Role of Machine Learning and Deep Learning in Customer Profiling Customer Retention Strategies Using AI-based customer profiling, Company Z reduced customer churn by 18% through targeted retention strategies and customized loyalty programs. Personalized Marketing Campaigns Success Stories of AI Profiling Through AI profiling, Company Y achieved a 30% higher engagement rate in email marketing campaigns, leading to a 25% increase in conversion rates. Enhancing Customer Experience AI-based customer profiling has transformed businesses by providing deep insights into customer behavior and preferences, leading to significant growth and personalized experiences. Data Collection and Clean-Up Utilizing Existing Data AI-driven customer profiling resulted in a 20% increase in customer satisfaction and a 15% rise in repeat purchases for Company X. Collecting relevant data from various sources and ensuring its quality through cleaning processes is crucial for accurate customer profiles. Data Mining and Analysis Techniques Effective data utilization is key in AI customer profiling. Cleaning and mining data are essential steps for accurate insights and personalized customer experiences. Utilizing advanced data mining techniques like clustering and association analysis helps in uncovering hidden patterns and trends within the data for better customer insights. Evolution of AI in Customer Profiling AI algorithms have transformed customer profiling by utilizing predictive analytics and machine learning. This enables personalized recommendations and targeted marketing strategies based on individual behavior patterns. Traditional Profiling Techniques Customer Profiling Methods Traditional customer profiling involved demographic data and basic segmentation. Methods like surveys and focus groups were used to gather insights. Exploring the evolution of customer profiling approaches from traditional techniques to AI-driven strategies. Enhanced Personalization Benefits of AI-Based Profiling By leveraging AI algorithms, businesses can create highly personalized customer experiences, catering to individual preferences and behavior patterns. Enhancing Customer Profiling with AI AI-driven profiling leads to enhanced personalization and improved customer segmentation, revolutionizing customer understanding and engagement. Overview of Existing Customer Data Improved Customer Segmentation AI-based profiling enables precise segmentation of customers based on their characteristics and behaviors, allowing targeted marketing strategies and tailored recommendations. Existing customer data includes demographic information, purchase history, online behavior, and preferences. This data serves as the foundation for customer profiling, allowing businesses to create detailed customer personas and targeted marketing campaigns. Importance of Customer Profiling Understanding Customer Profiling Customer profiling enables businesses to understand their target audience better, leading to improved customer engagement and loyalty. By analyzing existing data, businesses can tailor their marketing strategies and product offerings to meet customer needs effectively. Utilizing Existing Data for Personalized Insights Customer profiling is a strategic tool that helps businesses gain insights into their customers' behaviors and preferences. It allows for targeted marketing strategies and personalized customer experiences. Conclusion Summarize each point you made Give quick call-backs so your audience remembers Make it clear this is the end Follow up with another point Provide any important context here Put a bold statement here Provide more context Make a bold statement Provide context for your audience and make it easy for them to follow. Provide context for your audience and make it easy for them to follow. Expand on the bold statement above. Remember to break up your words so your audience can follow. Follow up with another point Keep it quick You have space for details

Financial Insights Template

Transcript: Financial Insights Template All databases One time setup fee Customizable Demo time Contact us! info@element61.be

CUSTOMER INSIGHTS

Transcript: NEXT STEPS meeting two: identify actions/solutions OUR GOAL TODAY: meeting one: define problems/opportunities OPPORTUNITY: NEED TO LEVERAGE THE KNOWLEDGE OF OUR TMs Maintenance schedules/reminders Repair history and information Purchase and Warranty history Telematics - Need a way to defend against the OE Trouble-code integration Project and Shopping lists We don't capture vehicle details. Need tools to store information to a customer profile: Certifications Tax IDs Military discount eligible Preferences: Payment type, language, logo type, PO Masking, communication preferences, core deferral etc. Review meeting notes before next meeting. Think about ways we can improve in each of the identified areas and bring to the next discussion. Supplement catalog data with TM feedback and input on fitment, related items, install tips, and product details. Need way to share motors and Mitchell1 docs with customers Easy access to fluid capacities and other vehicle specs. PUBLISH PLAN EACH CHANNEL IS AN OPPORTUNITY TO IMPROVE CUSTOMER EXPERIENCE AND CREATE AN INTERCONNECTED EXPERIENCE CUSTOMER INSIGHTS { WHAT OTHER OPPORTUNITIES DO YOU SEE? AGENDA/PROCESS OPPORTUNITY: PRODUCT LOOKUP CAN BE DIFFICULT & TIME CONSUMING OPPORTUNITY: NEED TO COMMUNICATE IN MORE MEANINGFUL WAYS WITH CUSTOMERS OPPORTUNITY: NEED TO REMOVE FRICTION FROM THE BUYING PROCESS HOW THIS LOOKS ON A COMPLICATED CHART PRIORITIZE OPPORTUNITY: CUSTOMERS NEED BETTER TOOLS TO MANAGE THEIR VEHICLE INFORMATION IDENTIFY OPPORTUNITIES WITH CUSTOMER ENGAGEMENT REVISIT PRIORITIES OPPORTUNITY: CUSTOMERS NEED TO TELL US THE SAME INFORMATION OVER & OVER. WHAT WE CONTROL We should study our customers and communicate like we know our customers and their vehicle(s) Need to be a trusted source of advice: Repair help, recalls and TSBs Make product recommendation based on customer skill level, repair history, brand preferences and vehicle type Shared information between online activity and in-store activity Identify last repair performed and use in conversation or as follow up ROADMAP DISCUSSION - DEFINING OUR STRATEGY FOR LONG TERM CUSTOMER ENGAGEMENT Fitment questions often a difficult exchange No Personalization - Results not filtered by known shopper preferences. Lack of connectivity between web and store No method of saving repeat job information - one click add to cart. No wish list Lack of othermotive applications - lawn and garden, trailers, etc. Lack of Priority Parts Sourcing online Improved POS flows Expanded payment options (CoF, NFC, etc.) Quick and easy BOPUIS process Integrated Rebates Better leverage O'Rewards online and in-store Capture emails to better engage with customers Order notifications (Priority Parts) Faster Customer Identification (NFC, Caller ID, etc) meeting three: identify data/systems needed to deliver solutions

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