Portfolio - Q4, 2013

BMW Portland – Voice of Customer

Client Need• Establish clear customer expectations

to deliver a more satisfying sales experience

Findings• Feedback centered around

convenience and atmosphere Location One-to-one relationship Tailored experience

Result• Increased sales conversion rates• Informed current ad-partner

Ideba Confidential1

Ideba Confidential3

DTI - Satisfaction

Client Need• Align operations and company reps

with known customer objectivesFindings• Clients seek faster turnaround

time, fewer mistakes, and competitive price

• Just meeting expectations does not merit outstanding CSAT scores

Result• Average monthly CSAT score

increased 17% in 2013 Similar success seen by Fios ‘11-

12• Improved PM/Client alignment

Ideba Confidential4

DTI – BCL Merger

Client Need• Understand “new” brand

perception • Increase sales efficiency via

insightFindings• Sales rep refusal to acknowledge

DTI brand, post acquisition• Disconnect between rep and

clients in perception of DTI Result• Informed value proposition

development, and next steps for PR communication/events

Ideba Confidential5

SpringCM – Prospect Research

Client Need• Inform future marketing and

sales efforts to drive higher revenue

Findings• Longer sales cycle than

anticipated due to evolving technology capabilities

• Low participation rate for study, but 20% of interviewees sought incremental follow-up

Result• Established top three critical

issues • Fine-tuned messaging• New sales leads

Ideba Confidential6

Portland Opera – Operations Model

Client Need• Gain insights into patron

attitudes towards hypothetical changes in operating model

Findings• A change to the length/time of

the opera season comes with high risk

• Need to appeal to younger demographic is top of mind

Result• Leverage results to inform

development of new operating model

Ideba Confidential7

Clinicient – Demo Effectiveness

Client Need• Gain insight into effectiveness of

demos, from participant’s perspective

Findings• Customers struggle to

differentiate a service provider through demo alone

• Seeking tailored demo via pre-screening questions

Result• Refined demo strategy to better

meet customer needs, and differentiate Clinicient in demo process.

Ideba Confidential8

Audi Fresno – demand generation

Ideba Confidential9

BMW Fresno – demand generation

Ideba Confidential10

Cooper Pacific — advertisements

Ideba Confidential11

DTI – case studies and event promotion

Ideba Confidential12

DTI – case study posters

Ideba Confidential13

Learning.com – InfoGraphic

Ideba Confidential14

Lucid Meetings — Website, logo, and demand gen

Ideba Confidential15

Lucid Meetings — stationery and battle card

Ideba Confidential16

Lucid Meetings — demo video

Ideba Confidential17

Max Huxley — Christmas cards

Ideba Confidential18

Microsoft – written case studies

Ideba Confidential19

Microsoft – InfoGraphic case studies

Ideba Confidential20

SAP – Hallmark video and Carozzi case study

Ideba Confidential21

VMware — written case studies

Ideba Confidential22

VMware — case study summaries

Ideba Confidential23

VMware — InfoGraphics

Ideba Confidential24

VMware — whiteboard and case study videos

Ideba Confidential25

WatchGuard – Demand generation

Ideba Confidential26

WatchGuard – promotional advertisements

Ideba Confidential27

WatchGuard – sales enablement

Ideba Confidential28

WatchGuard – tradeshow booth