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enterprise
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Introduction to

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Plumb5 is a real-time customer intelligence
platform that help marketing teams to perform,
optimize and measure customer interactions and
value

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Bringing every customer data together
Plumb5 integrates all customer data sources and
aggregates customer experiences and behaviour
across sources to make finer decisions

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Monitoring customer lifecycle
Plumb5 aligns customer data through stages, right
from being an anonymous visitor to a valuable
customer, which helps marketers to apply
campaigns based on stage

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Unified customer data and insights
Unified data provides marketers with deep insights
about their customers, helping them in achieving
higher customer retention

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by features
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title style

Plumb5 features are aligned with all the functions
performed by the marketer

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Plumb5 is a integrated marketing platform for
organizations, which enables every marketer in the
enterprise to work on a single collaborative
platform

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Visitor Analytics
This helps the marketer to segment visitors based
on scores assigned to interactions and behaviour

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Convert using Personalization
The campaign manager can personalize content
based on segments to enable visitor identification
or lead conversion

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Enabling email automation for conversions
The email marketer can publish and track recipients
to the website actions and automate response based
email marketing for effectiveness

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Making it easy for the sales team
The sales team can now work on a single aggregated
lead base with enriched information about their leads
pertaining to behaviour, preferences and responses

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Manage your customers socially
The social marketer can broadcast, advocate and
run conversion campaigns to their social audience
along with measuring social effectiveness

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Measure your content for effectiveness
The content marketer can perform split tests or
multi-variate tests using simple embed widgets

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Live Interactions
The online chat agent can perform his tasks with
access to complete visitor behaviour and scores,
helping them in effective conversations

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Retain with regular engagement campaigns
The retention manager can create engaging widgets
to drive responses and gather insights on customer
experience, product sentiments and buying factors

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implementation
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7 steps to align all your customer data and to deliver
real-time insights at the customer touch-point

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STEP1:

Identify marketing systems

Our solution team will study the existing marketing systems to plan an
integrated environment to manage all customer/marketing data

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Social Data *

Website Data*

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CUSTOMER
Transaction Data

CRM Data

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Loyalty Data*

Mail Data*

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Point of Sales

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*

These functional modules are also available as part of the framework
STEP2:

Connect data sources to the platform

Our tech team will deploy the framework and connect all data sources to
the framework through web services or scheduled data sync based on the
options provided by the source system

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CRM
Single App to manage all customer data

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Web
Mail
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P5

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Store

Social

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Of all the five sources, the social is the most fragmented with
multiple data sources to integrate like FB Insights, Twitter API etc
STEP3:

Tag and unify data

With all data connected, we can now tag customer data across various
sources using a unique identifier and get 360-view of each customer

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Sample report depicting
360the 360-view of a single
customer

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STEP4:

Automate your conversion cycles

Work with the marketing team to segment customers based on stage,
behavior history, transaction history and enable workflows to engage
visitors/customers periodically

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STEP5:

Enable Prescriptive Views

Work with the marketing team to segment customers and setup
workflows for acquisition and retention campaigns

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STEP6:

realDeliver back insights in real-time

Based on scoring, perform real-time personalization and recommendations
at customer touch-points, all in real-time

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STEP7:

Ensure profitability

With this seamless marketing environment, the marketer has a clear view
of their customer spends and enable campaigns based on their profitability

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Sample report of a
customer statement that
shows customer spends
and revenue highlighting
the current profit status

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advantages
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Plumb5 offers marketers a definitive edge in terms
of customer experience and staged automation

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Why Plumb5?
It is futuristic

It is compelling

Plumb5 adapts the next
generation marketing practices
which are customer centric and
not data centric

Plumb5 framework is built to
optimize customer experience
and increase customer value,
more than any other tool in
comparison

It is automated

It is lucrative

Marketing is 20% creativity and
perspiration and 80%
automation. Plumb5 automation
workflows saves time and money,
adding more value to the
investment

Plumb5 pricing is a direct win over
its competitors. Its priced at 40%
lesser than its competitors. When
you know it is automated, you
don’t need to be pricey

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Integrated platform delivering
realreal-time insights

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Increases profitability
Increases Revenue + Lowers opportunity cost + Automation

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.com
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Plumb5 for your premise

  • 1. Click to edit Master title style Click to edit Master title style enterprise Click to edit Master title style Click to edit Master title style Click to edit Master title style
  • 2. Click to edit Master title style Click to edit Master title style Click to edit Master title style Click to edit Master title style Click to edit Master title style
  • 3. Click to edit Master title style Introduction to Click to edit Master title style Plumb5 is a real-time customer intelligence platform that help marketing teams to perform, optimize and measure customer interactions and value Click to edit Master title style Click to edit Master title style Click to edit Master title style
  • 4. Bringing every customer data together Plumb5 integrates all customer data sources and aggregates customer experiences and behaviour across sources to make finer decisions Click to edit Master title style Click to edit Master title style Click to edit Master title style Click to edit Master title style Click to edit Master title style
  • 5. Monitoring customer lifecycle Plumb5 aligns customer data through stages, right from being an anonymous visitor to a valuable customer, which helps marketers to apply campaigns based on stage Click to edit Master title style Click to edit Master title style Click to edit Master title style Click to edit Master title style Click to edit Master title style
  • 6. Unified customer data and insights Unified data provides marketers with deep insights about their customers, helping them in achieving higher customer retention Click to edit Master title style Click to edit Master title style Click to edit Master title style Click to edit Master title style Click to edit Master title style
  • 7. Click to edit Master title style by features Click to edit Master title style Plumb5 features are aligned with all the functions performed by the marketer Click to edit Master title style Click to edit Master title style Click to edit Master title style
  • 8. Plumb5 is a integrated marketing platform for organizations, which enables every marketer in the enterprise to work on a single collaborative platform Click to edit Master title style Click to edit Master title style Click to edit Master title style Click to edit Master title style Click to edit Master title style
  • 9. Visitor Analytics This helps the marketer to segment visitors based on scores assigned to interactions and behaviour Click to edit Master title style Click to edit Master title style Click to edit Master title style Click to edit Master title style Click to edit Master title style
  • 10. Convert using Personalization The campaign manager can personalize content based on segments to enable visitor identification or lead conversion Click to edit Master title style Click to edit Master title style Click to edit Master title style Click to edit Master title style Click to edit Master title style
  • 11. Enabling email automation for conversions The email marketer can publish and track recipients to the website actions and automate response based email marketing for effectiveness Click to edit Master title style Click to edit Master title style Click to edit Master title style Click to edit Master title style Click to edit Master title style
  • 12. Making it easy for the sales team The sales team can now work on a single aggregated lead base with enriched information about their leads pertaining to behaviour, preferences and responses Click to edit Master title style Click to edit Master title style Click to edit Master title style Click to edit Master title style Click to edit Master title style
  • 13. Manage your customers socially The social marketer can broadcast, advocate and run conversion campaigns to their social audience along with measuring social effectiveness Click to edit Master title style Click to edit Master title style Click to edit Master title style Click to edit Master title style Click to edit Master title style
  • 14. Measure your content for effectiveness The content marketer can perform split tests or multi-variate tests using simple embed widgets Click to edit Master title style Click to edit Master title style Click to edit Master title style Click to edit Master title style Click to edit Master title style
  • 15. Live Interactions The online chat agent can perform his tasks with access to complete visitor behaviour and scores, helping them in effective conversations Click to edit Master title style Click to edit Master title style Click to edit Master title style Click to edit Master title style Click to edit Master title style
  • 16. Retain with regular engagement campaigns The retention manager can create engaging widgets to drive responses and gather insights on customer experience, product sentiments and buying factors Click to edit Master title style Click to edit Master title style Click to edit Master title style Click to edit Master title style Click to edit Master title style
  • 17. Click to edit Master title style implementation Click to edit Master title style 7 steps to align all your customer data and to deliver real-time insights at the customer touch-point Click to edit Master title style Click to edit Master title style Click to edit Master title style
  • 18. STEP1: Identify marketing systems Our solution team will study the existing marketing systems to plan an integrated environment to manage all customer/marketing data Click to edit Master title style Social Data * Website Data* Click to edit Master title style CUSTOMER Transaction Data CRM Data Click to edit Master title style Loyalty Data* Mail Data* Click to edit Master title style Point of Sales Click to edit Master title style * These functional modules are also available as part of the framework
  • 19. STEP2: Connect data sources to the platform Our tech team will deploy the framework and connect all data sources to the framework through web services or scheduled data sync based on the options provided by the source system Click to edit Master title style CRM Single App to manage all customer data Click to edit Master title style Web Mail Click to edit Master title style P5 Click to edit Master title style Store Social Click to edit Master title style Of all the five sources, the social is the most fragmented with multiple data sources to integrate like FB Insights, Twitter API etc
  • 20. STEP3: Tag and unify data With all data connected, we can now tag customer data across various sources using a unique identifier and get 360-view of each customer Click to edit Master title style Sample report depicting 360the 360-view of a single customer Click to edit Master title style Click to edit Master title style Click to edit Master title style Click to edit Master title style
  • 21. STEP4: Automate your conversion cycles Work with the marketing team to segment customers based on stage, behavior history, transaction history and enable workflows to engage visitors/customers periodically Click to edit Master title style Click to edit Master title style Click to edit Master title style Click to edit Master title style Click to edit Master title style
  • 22. STEP5: Enable Prescriptive Views Work with the marketing team to segment customers and setup workflows for acquisition and retention campaigns Click to edit Master title style Click to edit Master title style Click to edit Master title style Click to edit Master title style Click to edit Master title style
  • 23. STEP6: realDeliver back insights in real-time Based on scoring, perform real-time personalization and recommendations at customer touch-points, all in real-time Click to edit Master title style Click to edit Master title style Click to edit Master title style Click to edit Master title style Click to edit Master title style
  • 24. STEP7: Ensure profitability With this seamless marketing environment, the marketer has a clear view of their customer spends and enable campaigns based on their profitability Click to edit Master title style Sample report of a customer statement that shows customer spends and revenue highlighting the current profit status Click to edit Master title style Click to edit Master title style Click to edit Master title style Click to edit Master title style
  • 25. Click to edit Master title style advantages Click to edit Master title style Plumb5 offers marketers a definitive edge in terms of customer experience and staged automation Click to edit Master title style Click to edit Master title style Click to edit Master title style
  • 26. Why Plumb5? It is futuristic It is compelling Plumb5 adapts the next generation marketing practices which are customer centric and not data centric Plumb5 framework is built to optimize customer experience and increase customer value, more than any other tool in comparison It is automated It is lucrative Marketing is 20% creativity and perspiration and 80% automation. Plumb5 automation workflows saves time and money, adding more value to the investment Plumb5 pricing is a direct win over its competitors. Its priced at 40% lesser than its competitors. When you know it is automated, you don’t need to be pricey Click to edit Master title style Click to edit Master title style Click to edit Master title style Click to edit Master title style Click to edit Master title style
  • 27. Integrated platform delivering realreal-time insights Click to edit Master title style Click to edit Master title style Click to edit Master title style Click to edit Master title style Click to edit Master title style
  • 28. Increases profitability Increases Revenue + Lowers opportunity cost + Automation Click to edit Master title style Click to edit Master title style Click to edit Master title style Click to edit Master title style Click to edit Master title style
  • 29. Click to edit Master title style .com Click to edit Master title style Click to edit Master title style Click to edit Master title style Click to edit Master title style