Prospect Selection April 13, 2021 Select best prospects (among existing leads) using model based on CDP data. . Process: Execute model based on CDP data; store result on profile for use in CDP or other systems
Repurchase Prediction April 13, 2021 Estimate likelihood of repurchase using model based on CDP data. . Process: Execute model based on CDP data; store result on profile for use in CDP or other systems
Best Offer Selection April 13, 2021 Select best offer using model based on CDP data. . Process: Execute model based on CDP data; store result on profile for use in CDP or other systems
Unsubscribe Prediction April 13, 2021 Estimate likelihood of unsubscription using model based on CDP data. . Process: Execute model based on CDP data; store result on profile for use in CDP or other systems
Value Prediction April 13, 2021 Estimate future value of customer using model based on CDP data. . Process: Execute model based on CDP data; store result on profile for use in CDP or other systems
Real Time Location-based Personalization April 13, 2021 Select best message in real time based on current customer location and past data. Process: Receive real time stream of visitor locations and IDs from channel system; use location to look up relevant information (e.g. local weather); use ID to find visitor’s profile in the CDP; use location plus profile to infer customer context (e.g. work, home, vacation); apply rules or predictive models to select best message using all data; send to channel system for delivery; track behavior during session and make new adjusted selections.
Agent Access to Individual Profiles April 13, 2021 Present complete customer history to call center or sales agent during interactions. Process: Receive customer ID or attributes from channel system; find customer’s profile in CDP and display selected data on agent screen.
Real Time Offer Selection April 13, 2021 Select offer for known customers in real time based on their past data. Process: Receive realtime stream of visitor behaviors and IDs from channel system; use ID to find visitor’s profile in the CDP; apply rules or predictive models to select best offer using profile data; send to channel system for delivery; track behavior during session and make adjusted selections.
Cross Sell and Upsell April 13, 2021 Select best product for known customers in real time based on their past data. Process: Receive realtime stream of visitor behaviors and IDs from channel system; use ID to find visitor’s profile in the CDP; apply rules or predictive models to select best product using profile data; send to channel system for delivery; track behavior during session and make new adjusted selections.
Exclude Previous Buyers April 13, 2021 Remove previous buyers from campaigns for specific products. Process: Exclude customers from product campaigns based on purchases made across all channels, as captured in unified customer database.
Feature Notifications April 13, 2021 Notify customers of new features that are relevant to them. Process: Identify customers with products affected by new feature and/or whose past behavior indicates high likelihood of interest in new feature.
Abandoned Cart Campaigns April 13, 2021 Send messages to customers who abandon shopping carts and stop sending messages when no longer relevant. Process: Receive abandoned cart lists from ecommerce systems; use profile data to determine best treatment for each customer on list; send appropriate customers and offers to retargeting systems (email, mobile, social, web ads, Web site). Remove customers from list when they buy or take other action.