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Leverage Real-Time Data for
Cross-Channel Marketing
Peter Chase
EVP and Founder, Scribe Software, @PeterRChase
Leverage Real-Time Data for Cross-Channel Marketing. By Peter Chase
Leverage Real-Time Data for Cross-Channel Marketing. By Peter Chase
From Impressions
to Involvement

•
•
•
•

Rise above the noise
Buyers engage brands later
Know your prospect
Targeted, aware, personalized
Breaking Down
Customer Data Silos

•
•
•
•

ERP, CRM, Marketing, Social, other
Data design drives need to be surgical
Synchronize Attribute data
Capture and share Interaction data
Leverage Real-Time Data for Cross-Channel Marketing. By Peter Chase
Obstacle #1
Divergent Data Models

• Flat vs. Normal vs. Hierachical
• 1:N or N:1 relationship common
• Industry can lead to complex CRM
relationship models
• Logically map before you start
Obstacle #2
Data Quality

• Completeness or accuracy of data
elements in the record
• Missing or bad data
• Destroys effectiveness of application
• Assess a sample of your data
• Leverage tools in integration design
Obstacle #3
Duplicates

•
•
•
•
•

Technically part of Data Quality
Cost money and make you look bad
Destroy user adoption
Utilize advanced matching services
Address at all entry points with
standardized, consistent approach
Obstacle #4
Data Relevance

•
•
•
•

Strip out the noise
Too much data destroys productivity
Cloud computing/storage costs issue
Start with the end, prioritize key fields
to drive ROI, strip away everything else
Obstacle #5
Performance

• The right data to the right person at
the right TIME
• Latency versus throughput
• Utilize change/event data capture
• Utilize bulk & parallel processing
Obstacle #6
Rate of Change

• Innovate, don’t imitate
• Rigid solutions lock you in
• Change in applications and process
inevitable
• Utilize open and flexible integration
platform
Obstacle #7
IT Dependence

• Access and credentials
• Availability of programmer resources
• Utilize cloud GUI based integration
platform
Leverage Real-Time Data for Cross-Channel Marketing. By Peter Chase
New inbound leads are
captured through HubSpot
and synced with Dynamics
CRM

1
Leads are then qualified in
Sales and added to
Campaigns which are synced
with Marketo

1
Outbound marketing activity
occurs in Marketo like emails
and the tracking data about that
activity is synced with CRM

1
QlikView is selected as a BI tool
and all data will now flow to it
transactionally

1
Leverage Real-Time Data for Cross-Channel Marketing. By Peter Chase
Next Steps

Get started on it tomorrow
Pick off the low hanging fruit
Build experience and momentum
Tackle the more complex high value
use cases
• Achieve Effective Integrated Marketing
•
•
•
•
peter.chase@scribesoft.com

brendan.peterson@scribesoft.com

peter.chase@scribesoft.com

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Leverage Real-Time Data for Cross-Channel Marketing. By Peter Chase