Windsor Circle, Inc.

The State of Predictive Marketing Platforms

•  Predictive Lifecycle Marketing Platform

•  350+ Retail Clients

•  35MM Consumers

•  80+ Employees

•  #Winning –  Google Pitch Contest

–  SxSW Pitch Contest

–  $9MM VC

–  #1 on Glassdoor

Windsor Circle, Inc.

#PerformanceAtScale

$7.5B Transactions Processed

35M Total Customers Managed 447M

Orders Processed

9.2B Products Processed 3.3M Largest Client’s

Customer List

Open Source Stack: Python | Backbone | Postgres| nginx | Linux Hosted: Amazon Web Services | EC2 | RDS Updated  July  2015  

WHAT’S GOING ON?

1:1  Mass    Personaliza/on  

Automated    Messaging  

 

Iden/ty    Management  

3 Big Trends Emerging and Colliding

“Digital  marke7ng  hubs    will  have  an  impact  on  the  business  on  par  with  ERP.”  

 -­‐  Gartner    

Gartner: Five Key Trends

1.  Cross-Channel Strategy, Campaigns and Data

2.  Automation to Boost Speed and Performance

3.  Yearning for 1:1 Customer Relationships

4.  Engagement Aligned for Daily Activities

5.  More Responsibility for Digital Commerce

“Digital  marke7ng  hubs  will  have  an  impact    on  the  business  on  par  with  ERP.”  

h9p://www.gartner.com/smarterwithgartner/five-­‐key-­‐trends-­‐in-­‐gartners-­‐2015-­‐digital-­‐marke/ng-­‐hype-­‐cycle/  

‘Early  adopters’  require  more  complete  products,  but  move  quickly  to  seize  compe//ve  advantage.  

Mainstream  adop/on  requires    completeness  and  convenience.  

Innovators  willing  to  try  early  products,  co-­‐invest  in  development,  etc.  

Who Should Act Now to Seize Competitive Advantage?

Aspiring  Stars  

Category  Leaders   Established  

Migrators  

Soph

is/ca/o

n  

Resources  

WHO ARE THE PLAYERS?

Competitive Landscape Predic've  Marke'ng  Pla0orms  promise  to  analyze  data,  predict  lifecycle  marke/ng  events,  and  automate  personalized  communica/ons.    The  plaRorms  tend  to  posi/on  based  on  core  capabili/es  (science  v.  easy  of  use).  

Marke'ng  Automa'on  Pla0orms  tend  to  be  email  plaRorms  that  are  trying  to  evolve  in  two  direc/ons…    more  data  and  more  channels.  Most  are  branding  as  “marke/ng  clouds.”  The  newer  ones  assume  personaliza/on.    

data  science   easy  automa/on  

The Race is On.

Company   Rounds   Raised  ($MM)   Lead  Investors  

AgilOne   3   $41.0   Mayfield  Sequoia  Tenaya  

BlueCore   3   $28.2   FirstMark  

Custora   3   $6.5   Founda/on  Greycroa  

Reten/on  Science   2   $9.5   Upfront  Pritzger  

Smarter  HQ   4   $25.3   Ba9ery  Simon  

Windsor  Circle   4   $8.75   Comcast  Ventures  IDEA  Fund  

WHAT SHOULD I BE THINKING ABOUT?

•  Marketing Metrics are Shifting –  From: Opens, Clicks, Conversions –  To: LTV, Retention Rates, LTV/CAC

•  Talent Requirements are Shifting –  Director of Customer Retention –  Director of Customer Lifetime Value

Considerations

•  Get the Basics Down First –  Thank Customers –  Reward Best Customers –  Predict and Save Churning Customers –  Cart Abandonment –  Segmented Promotions

•  Then Quickly Move to More Advanced Capabilities –  Replenish Items That Have Run Out –  Browse Abandonment –  Geo-location and store targeting

Automation You Should Be Running

Executive Summary

•  Consumers Demanding Consistent, Personalized Cross Channel Experience

•  Predictive Marketing Platforms Evolving to Fill That Need

•  Considerations –  Metrics –  Personnel –  Timing and Resources

•  Game On!

QUESTIONS

polly@windsorcircle.com