CDP Consultants | Loyalty Programs | Marketing Strategy GLOBAL STRATEGIC MARKETING AT YOUR FINGERTIPS IN ENGLISH AND SPANISH

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Introducing
Data Insights Matter
OUR LOGO – the colored chains
reflect the 4 critical pieces of a
successful marketing strategy:
• Solid Customer Database
• Business Intelligence
• Customer Insights
• Loyalty Program

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CDP Consultants | Loyalty Programs | Marketing Strategy
GLOBAL STRATEGIC MARKETING AT YOUR FINGERTIPS IN ENGLISH AND
SPANISH
Custom Solutions:
― CUSTOMER DATA PLATFORMS - one centric customer
marketing database
― POS SOLUTION: Capture customer email addresses during
checkouts to complete customer profiles; tracks purchases
and serves digital coupons and offers matching customer
preferences
o Track product affinity by customer
o Improve baskets size and repeat purchases
― LOYALTY PROGRAM - for customer retention, recognition and
rewards
― STRATEGIC MARKETING - Segment customer profiles for
strategic marketing campaigns via multi-channel personalized
communications
o CUSTOMER INSIGHTS - Dashboards and customer insights
for strategic marketing
Modular approach lets customers choose which
products/services would improve their bottom line
Data Insights Matters
Outperforms Competitors by
Focusing on 3 Key Areas

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It all starts with a good foundation
• Business Intelligence sources data
from your data warehouse
― Real time transactions are recorded
― Data is mined
― Benchmarks are set against goals
― Data hygiene de-dupes and cleanses
information to complete each
transaction
• Customer Insights source data from
your Customer Data Platform (not
transactional)
― Complete customer purchase history,
touch points, product preferences,
demographics and more data captured
at the “customer” level is found here
― If you do not have CDP (customer data
platform) we can help get you there

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The Fresh
Market
Success Story
In less than one year:
• Measurable Incremental
Revenue of $12MM
• Profits from Loyalty
Program members only,
incremental $3MM
• 12M+ Customer IDs
• 1M+ Customer Email
Addresses
• 50% Open Rate on E-
Receipts
• 21% Increase in
Frequency and 18%
Increase in Basket
• 360 degree View Into
Conversion

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Data Insights Matter
impacts and supports all
channels
• Email Marketing – Personalized
strategic emails are based on product
affinity, customer lifetime value,
recency, frequency and/or monetary
value .
• Multi-Channels support videos and
social media; tracking every customer
touch-point, aggregating results back
to the customer profile.
• Direct Mail is also segmented
properly, where content and creative
speak to the customer one-on-one.
― DIM works with Quad Graphics to deliver the
best printed collateral
― Data files are always returned and database
updates maintain accurate data

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Data Insights Do
Matter
• Do not just Analyze data
―Process it until you get insights
• Omnichannel marketing relies on
good quality data for success
―A centric data repository of customer
data is necessary to track and measure
every campaign, touch-points by
customer
• Analytics never stop and for this
reason dashboards are designed to
assist data-driven marketers quickly
absorb insights and react to market
changes

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Omni-Channel is
not the same as
Multi-Channel
Communications
Data Insights Matters Supports
Both Omni-Channel and Multi-
Channel Communications
Data Insights Matters Offers
Personalized Communications
Based on Customer Insights

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Integrated Marketing Communication Capitalizing
on the Multi-Channel Life to Create a Competitive
Advantage
• Data Insights Matter compiles all data
and delivers not just customer insights,
we are the foundation for your
integrated marketing communications
• We can deliver segments and
communications from a multi-channel
personalized strategy, to omni-channel
communications
• All have measurable results
• Tracing campaigns and measuring
success allows us to continually
improve on ensuing campaigns to
increase profits
• Today, organizations have to know their
customers, their product affinity,
preferences in communication channels
to create a competitive advantage

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Customers Love You When
You are Loyal as Well
BUILD A LOYALTY PROGRAM
A simple formula for Loyalty
― Attract
― Engage
― Grow
― Retain
― Nurture
― Reward
― Loyalty is the end result
Customers want to feel recognized and
Rewarded
― Service
― Support
― Availability
― Quality
― Price
― Confidence
― Trust
― Recognition and Reward for their loyalty

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What Type of Insights Can We Offer?

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We provide answers to retailers’ most challenging questions across
Retail Value Chain
RETAIL ANALYTICS VALUE CHAIN
www.datainsightsmatter.com

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Our offerings are split across various retail functions to provide best-in-class analytical support and
help generate insights from external and internal data
Logistics & Supply Chain
▪ Supplier Performance
Measurement
▪ Inventory Planning &
Replenishment
▪ Route Optimisation
▪ Shipment Tracking and Reporting
▪ LTL Consolidation
Marketing
▪ Customer Segmentation
▪ Marketing Mix Optimisation
▪ Social Media Analytics
▪ Marketing Effectiveness
▪ Promotion Effectiveness
▪ Cannibalisation Analysis
Customer Insights
▪ Loyalty Programme Management
▪ Customer Lifetime Value
▪ Membership/Retention Analysis
▪ Customer Relation Management
Merchandising
▪ Portfolio Allocation and Assortment Planning
▪ Regular Price Optimisation
▪ Competitive Intelligence
▪ Market Basket Analysis
▪ Cross-selling Opportunities
▪ Private Label Analysis
Store Operations
▪ Sales Planning & Forecasting
▪ Store Profitability Analysis
▪ Layout Management &
Optimisation
▪ Labour Optimisation
▪ Out-of-stock Reduction
▪ Customer Conversion
▪ Loss Prevention
▪ Till/Counter Optimisation
Digital
▪ Digital Campaign Effectiveness
▪ Digital Order Fulfilment
Optimisation
▪ Customer Mix for Digital Platforms
▪ Digital Product Assortment
Retail
Analytics
www.datainsightsmatter.com

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We understand the challenges being faced in retail industry and key drivers which makes
analytics so prevalent in this industry
Challenges Key Drivers
▪ Unable to obtain 360⁰ view of the customers,
which leads to poor retention and decreased
sales
▪ Unable to identify root causes behind
customer’s negative sentiments
▪ Inaccurate market prediction
▪ Poor approaches for fraud detection and
revenue leakage cause analysis
▪ Scarcity of skilled analytics professionals
▪ Lack of strategic focus
▪ Inadequate tools and infrastructure for
Banking analytics
▪ Decreasing sales agents productivity
▪ Outdated reporting tools and processes
▪ Increasing adoption of social media by
customers
▪ Need for enhanced profit margins and
opportunities for up-sell and cross –sell
▪ Reduced chances of fraud occurrence
▪ Need for multi-channel banking for
customers
▪ Enhanced decision making
▪ Focus on increased transparency in overall
bank operations
▪ Improved risk management
▪ Effective promotions and campaigns
▪ Address and monitor regulatory compliance
Need for Customer Insights in
Grocery Retailers Industry
Need for Analytics in BFSI Industry
www.datainsightsmatter.com

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Our analytics practice is geared towards providing clients with actionable insights and supporting
strategic and tactical decision making
Marketing
▪ Campaign Analysis
▪ Purchase Behaviour Analysis
▪ Marketing Mix Modelling
▪ Social Media Analysis
▪ Promotional Impact Analysis
Sales
▪ Lead Generation
▪ Incentive Compensation Planning
▪ Sales-to-Customer Ratio Modelling
▪ Agent Productivity and Revenue
Generation Analysis
▪ Cross-sell and Up-sell
Risk*
▪ Credit Risk Scoring Analysis
▪ Delinquency Modelling
▪ Risk-based Customer Segmentation
▪ Fraud Detection
▪ Market and Credit Risk
Operations
▪ Workforce Optimisation
▪ MIS & Reporting: KPI Dashboards/Business
Intelligence (BI) Tools
▪ Frequency & Severity Analysis
▪ Customer Touch-point Optimisation
▪ Attrition and Retention Analysis
CRM
▪ Customer Segmentation
▪ Customer Lifetime Values (CLTV)
Analysis
▪ Churn Prediction/Retention
Modelling
▪ Loyalty Analytics
▪ Customer Acquisition
▪ Customer Sentiment Analysis
Customer
Insights
▪ Consumer Risk
▪ Underwriting Models
▪ Portfolio Risk Analysis
www.datainsightsmatter.com

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What are “Reports” and “Dashboards” and why are they important?
KPI Reports
Market
Summary
Supplier
Summary
Product
Summary
Promotion
Summary
Product
Performance
Market
Performance
Promotion
Effectiveness
Supplier
Performance
Market Performance
▪ Market Share %
▪ Revenue $
▪ Growth Rate %
▪ Revenue Growth Rate %
Product Performance
▪ Actual Sales $
▪ Forecast Sales $
▪ Sales by Channel $
▪ Inventory
Marketing
▪ MROI %
▪ Weather Effect %
▪ Uplift $
▪ Customer Coverage %
Customer
▪ Top 10
▪ Growth / decline %
▪ Customer Penetration %
▪ Key Accounts $
Supplier
▪ Investments $
▪ Deals cleared
▪ Rank of supplier
▪ Sales by Type $
Snapshot of business performance
Drill down availability
Focused data cuts for specific user needs
Data Discovery
www.datainsightsmatter.com

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Despite the importance of KPI reports and dashboards, many organizations struggle to obtain reliable,
accurate, and timely information required to take business decisions
UNINFORMED BUSINESS
DECISIONS
NUMEROUS CONFLICTING
REPORTS
INEFFICIENT PROCESSES
HIGH OPERATING COSTS
DATA & REPORTING
QUALITY ISSUES
EffectsKey Challenges
REPORTING CHALLENGES
Data not being recorded correctly. Abundant data
but not mapped and organized properly
Data used in silos without proper integration thus
not providing 360 degree view to the business
DataChallenges
Inconsistent business definitions used; limited
data management rules, guidelines
Inefficient and inconsistent data integration, and
reporting processes
Process
Challenges
Limited bandwidth or skill of business users to
generate reports
Inadequate analytics and reporting tools
Capability
Challenges
IT
Oriented
Analytics
Oriented
www.datainsightsmatter.com

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With multiple years of experience, we have developed strong capabilities in customer insights, data
analytics, reporting, with deep understanding of complex data types and visual representations
CAPABILITY OVERVIEW
Client
Laptops
Database
Data Types
(Illustrative)
Product Components
Sales Inventory
Sources (Illustrative)
Cloud Data
SAS
Channels
▪ Secure FTP
▪ Remote Login
▪ Emails
Central
Data
Mart
(Hosted on
Cloud)
Transformation
▪ Aggregation
▪ Filtering
▪ Joining
▪ Sorting
Database
ETL
Mappings
Extract
▪ Data
Cleaning
▪ Data
Profiling
LOAD
Data
Validation
&
Integration
Business Intelligence
ReportingLayer(HostedonCloudorOn-premises)
Static Reports
Dashboards & Scorecards
Cloud Based Portals
Underlying
Technology
Stack
Data Collection and
Collation
Data Processing and
Data Hygiene
Reporting & Intelligence
Multiple
Platforms
Desktops
Mobile
Devices
Tablets

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Our dashboards incorporate a range of customizable features that help companies make critical
business decisions based on the key analysis delivered
Dropdown functionality gives users the
freedom to choose a KPI and obtain required
visualization
Drop Down Filters Drill-down Functionality
Click-in functionality helps users navigate
deeper into the analysis by clicking the
component of interest
Multi-lingual Support Tool Tip Information
The interactive reports help users easily
understand the KPIs in multiple languages
Additional Information is displayed when
users hover over one or more marks in the
view
DASHBOARD FEATURES
Custom Visualizations
Custom visualizations feature helps present
your data in various options and provides
flexibility to design your own visualizations
Publish reports on any online platform—
compatible with iPads, tablets, and mobiles
Multi-platform Deployment
www.datainsightsmatter.com

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DID YOU KNOW?

20. 2020
For your global marketing solutions, or
to learn more:
• Visit our website:
www.datainsightsmatter.com
• Call: 336-778-3353
• Email:
info@datainsightsmatters.com
Your Strategic Marketing
Partner