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Integrated marketing technology stacks for B2B customer ...

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  1. First, it’s important to integrate data ingestion capabilitiesfrom multiple sources, including customer experience channels and partners. Integrated customer and company data flows into organizational stores and mastering capabilities powered by master data management tools for warehousing. This mix of software-as-a-service and organizational cloud-based capabilities enables accurate and deduplicated company and customer lookups. It establishes a clear baseline for robust and accurate marketing and sales impact analytics.

    In Technographic segmentation

  2. Integrated customer and company data flows into organizational stores and mastering capabilities powered by master data management tools for warehousing. This mix of software-as-a-service and organizational cloud-based capabilities enables accurate and deduplicated company and customer lookups. It establishes a clear baseline for robust and accurate marketing and sales impact analytics. This data uses first-party data as its foundation, augmenting it with second-party partner data and third-party profile enhancement information data. Once a robust set of data platforms and profile management capabilities are in place, organizations can benefit from understanding the impact of their marketing and sales efforts in a granular way, at an individual or segment level for customers and products, with the deployment of a well-designed analytics, measurement and reporting strategy. This is typically enabled by analytics and taxonomy tools and business intelligence platforms operating on owned and unified data platforms.

    In Technographic segmentation

  3. Integrated customer and company data flows into organizational stores and mastering capabilities powered by master data management tools for warehousing. This mix of software-as-a-service and organizational cloud-based capabilities enables accurate and deduplicated company and customer lookups. It establishes a clear baseline for robust and accurate marketing and sales impact analytics. Customer data management and enhancement capabilities centrally enrich, uniquify and prepare to activate customer profiles. Once a robust set of data platforms and profile management capabilities are in place, organizations can benefit from understanding the impact of their marketing and sales efforts in a granular way, at an individual or segment level for customers and products, with the deployment of a well-designed analytics, measurement and reporting strategy. This is typically enabled by analytics and taxonomy tools and business intelligence platforms operating on owned and unified data platforms.

    In Technographic segmentation

  4. First, it’s important to integrate data ingestion capabilitiesfrom multiple sources, including customer experience channels and partners. Robust extract, transform and load and external-facing platforms and services from market leaders such as Informatica are frequently deployed to make this possible. This mix of software-as-a-service and organizational cloud-based capabilities enables accurate and deduplicated company and customer lookups. Customer data management and enhancement capabilities centrally enrich, uniquify and prepare to activate customer profiles. This data uses first-party data as its foundation, augmenting it with second-party partner data and third-party profile enhancement information data. This is combined with gleaned and interpreted prospect and customer preferences as well as stated consent. Market-standard tools and platforms, such as customer data and data management platforms, coupled with robust processes and data flows from external sources such as LiveRamp and Acxiom and trust management tools such as OneTrust enable this key ecosystem component. The comprehensive picture of prospects and customers enabled by this set of components drives all marketing planning, experience decisioning and the adherence to regulatory and individual privacy expectations.

    In Technographic segmentation

  5. Connect first- and third-party data earlier in the decision-maker journey This allows comparison of prospect behavior with that of buyers to identify segments and patterns. Additional understanding is beneficial at every stage of the journey, from prospecting to onboarding and retention. Another key step in maturing martech stacks is establishing robust analytics to support automated triggers recognition and power artificial intelligence-based (AI) algorithms. This functionality allows for better reporting and the ability to highlight insights. All this requires capturing data across channels and campaigns and utilizing a content taxonomy to measure the impact of specific messaging and creative. Data science and analytics teams must have robust tools to understand influence conversion pathways. This step is key before B2B firms can effectively cater to differentiated customer preferences.

    In Technographic segmentation

  6. Connect first- and third-party data earlier in the decision-maker journey When combined with third-party data enrichment services, the result is insights and prioritized, actionable lists of prospects. Additional understanding is beneficial at every stage of the journey, from prospecting to onboarding and retention. Another key step in maturing martech stacks is establishing robust analytics to support automated triggers recognition and power artificial intelligence-based (AI) algorithms. This functionality allows for better reporting and the ability to highlight insights. All this requires capturing data across channels and campaigns and utilizing a content taxonomy to measure the impact of specific messaging and creative. Data science and analytics teams must have robust tools to understand influence conversion pathways. This step is key before B2B firms can effectively cater to differentiated customer preferences.

    In Technographic segmentation

  7. Once a robust set of data platforms and profile management capabilities are in place, organizations can benefit from understanding the impact of their marketing and sales efforts in a granular way, at an individual or segment level for customers and products, with the deployment of a well-designed analytics, measurement and reporting strategy. This is typically enabled by analytics and taxonomy tools and business intelligence platforms operating on owned and unified data platforms. This knowledge equips organizations to use predicted future behaviors to create more tailored content and channel touchpoints or experiences, specific to customer segments. The experiences delivered to prospects and customers comprise content, making content management capabilities paramount to any organization’s success. This can grant a company the ability to market in a consistent voice, suited to all its prospects and customers, in the channel of their choice, and across stages of their journey. There is great potential to leverage content and asset management systems, along with clear guidelines and processes for content creation, approval, categorization and tagging, re-use and effectiveness measurement.

    In Technographic segmentation

  8. These insights can be supercharged through advanced analytics capabilities, including modeling and data science tools and journey orchestration platforms. These respectively automate interpretation and decisions and subsequent marketing and sales operations. A blend of models and insights yields an overall understanding of customer and prospect behaviors in the context of their needs. This knowledge equips organizations to use predicted future behaviors to create more tailored content and channel touchpoints or experiences, specific to customer segments. These are delivered through experience orchestration and automation platforms. A robust set of data science tools also enables good targeting and segmentation at the front end of strategic planning efforts. There is great potential to leverage content and asset management systems, along with clear guidelines and processes for content creation, approval, categorization and tagging, re-use and effectiveness measurement. Finally, execution and delivery tools and platforms ensure that the content and experiences are delivered consistently across owned and paid channels, partner capabilities and via in-person high-touch opportunities and events. The capture of execution data across these platforms closes the loop and enables the virtuous cycle of data insights flowing to planning and strategy.

    In Technographic segmentation

  9. The experiences delivered to prospects and customers comprise content, making content management capabilities paramount to any organization’s success. This can grant a company the ability to market in a consistent voice, suited to all its prospects and customers, in the channel of their choice, and across stages of their journey. There is great potential to leverage content and asset management systems, along with clear guidelines and processes for content creation, approval, categorization and tagging, re-use and effectiveness measurement. Finally, execution and delivery tools and platforms ensure that the content and experiences are delivered consistently across owned and paid channels, partner capabilities and via in-person high-touch opportunities and events. Optimize account-based marketing (ABM) with centralized customer data

    In Technographic segmentation

  10. First, it’s important to integrate data ingestion capabilitiesfrom multiple sources, including customer experience channels and partners. Robust extract, transform and load and external-facing platforms and services from market leaders such as Informatica are frequently deployed to make this possible. It establishes a clear baseline for robust and accurate marketing and sales impact analytics. Customer data management and enhancement capabilities centrally enrich, uniquify and prepare to activate customer profiles. This data uses first-party data as its foundation, augmenting it with second-party partner data and third-party profile enhancement information data. This is combined with gleaned and interpreted prospect and customer preferences as well as stated consent. Market-standard tools and platforms, such as customer data and data management platforms, coupled with robust processes and data flows from external sources such as LiveRamp and Acxiom and trust management tools such as OneTrust enable this key ecosystem component. The comprehensive picture of prospects and customers enabled by this set of components drives all marketing planning, experience decisioning and the adherence to regulatory and individual privacy expectations.

    In Technographic segmentation

  11. Many forward-thinking B2B organizations already are utilizing third-party and external data sources from providers such as Dun & Bradstreet and Bombora to build prospect and profile management capabilities. By incorporating CDPs with their CRM systems, they’re able to effectively connect near-real-time digital signals and intent to first-party and third-party data earlier in the funnel. This allows comparison of prospect behavior with that of buyers to identify segments and patterns. When combined with third-party data enrichment services, the result is insights and prioritized, actionable lists of prospects. All this requires capturing data across channels and campaigns and utilizing a content taxonomy to measure the impact of specific messaging and creative. AI helps tailor B2B decision-maker experiences

    In Technographic segmentation

  12. Data analytics takes center stage and enables personalized customer journeys This key capability can drive a better understanding of the impact of content used across customer segments and for different journey stages. These analytic insights and data drive advanced modeling algorithms to enable cohesive delivery of sales and marketing journeys, as an evolution of disconnected, cadence-based execution across marketing automation tools, partner-driven media and sales channels. Prospects progress first-in, first-out through the marketing funnel, and organizations drive personalized messaging while prioritizing high-value prospect journeys through targeted marketing. In addition, a cohesive martech stack enables analytics and inference so marketing teams focus on the channels individual customers prefer, delivering timely content that resonates. Prospects more efficiently convert into top customers, and marketing return on investment improves.

    In Technographic segmentation

  13. Integrated customer and company data flows into organizational stores and mastering capabilities powered by master data management tools for warehousing. This mix of software-as-a-service and organizational cloud-based capabilities enables accurate and deduplicated company and customer lookups. It establishes a clear baseline for robust and accurate marketing and sales impact analytics. This is combined with gleaned and interpreted prospect and customer preferences as well as stated consent. Once a robust set of data platforms and profile management capabilities are in place, organizations can benefit from understanding the impact of their marketing and sales efforts in a granular way, at an individual or segment level for customers and products, with the deployment of a well-designed analytics, measurement and reporting strategy. This is typically enabled by analytics and taxonomy tools and business intelligence platforms operating on owned and unified data platforms.

    In Technographic segmentation

  14. Data analytics takes center stage and enables personalized customer journeys Without connected data, organizations are unable to tie conversion outcomes back to the channels, content or campaigns that drove them. These analytic insights and data drive advanced modeling algorithms to enable cohesive delivery of sales and marketing journeys, as an evolution of disconnected, cadence-based execution across marketing automation tools, partner-driven media and sales channels. Prospects progress first-in, first-out through the marketing funnel, and organizations drive personalized messaging while prioritizing high-value prospect journeys through targeted marketing. In addition, a cohesive martech stack enables analytics and inference so marketing teams focus on the channels individual customers prefer, delivering timely content that resonates. Prospects more efficiently convert into top customers, and marketing return on investment improves.

    In Technographic segmentation

  15. Optimize account-based marketing (ABM) with centralized customer data However, we commonly see disconnected experience planning and distribution via these platforms, inconsistent landing pages on business websites and a limited ability to associate ABM workflows with overall sales and marketing journeys. Data analytics takes center stage and enables personalized customer journeys

    In Technographic segmentation

  16. In-house AI algorithms are being built to help identify patterns in customer behaviors and actions. They can prompt specific marketing steps with identified prospects, in preferred channels and using appropriate content, to drive desired outcomes. Deploying AI requires tools to orchestrate timely delivery of omnichannel messaging that advances customers along their journeys. This technology-powered personalization improves the likelihood of conversion and enhances customer experiences. From heuristic beginnings, this segmentation can be continuously refined through captured data and identified signal analysis. Another key technology-driven capability is the automated and timely recognition and routing of high-value prospects and hand raisers. Using web analytics and CDP triggers, sales teams can prioritize high-touch follow-up with active prospects, augmented by retargeting via media and recognition and consistency of delivered experiences on owned channels such as the company’s website.

    In Technographic segmentation