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Martin Kihn - Customer Data Platforms: Use People Data to Transform the Future of Marketing Engagement

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Master the hottest technology around to drive marketing successMarketers are faced with a stark and challenging dilemma: customers demand deep personalization, but they are increasingly leery of offering the type of personal data required to make it happen. As a solution to this problem, Customer Data Platforms have come to the fore, offering companies a way to capture, unify, activate, and analyze customer data. CDPs are the hottest marketing technology around today, but are they worthy of the hype? Customer Data Platforms takes a deep dive into everything CDP so you can learn how to steer your firm toward the future of personalization.Over the years, many of us have built byzantine stacks of various marketing and advertising technology in an attempt to deliver the fabled right person, right message, right time experience. This can lead to siloed systems, disconnected processes, and legacy technical debt. CDPs offer a way to simplify the stack and deliver a balanced and engaging customer experience. Customer Data Platforms breaks down the fundamentals, including how to:Understand the problems of managing customer data Understand what CDPs are and what they do (and dont do) Organize and harmonize customer data for use in marketing Build a safe, compliant first-party data asset that your brand can use as fuel Create a data-driven culture that puts customers at the center of everything you do Understand how to use AI and machine learning to drive the future of personalization Orchestrate modern customer journeys that react to customers in real-time Power analytics with customer data to get closer to true attribution In this book, youll discover how to build 1:1 engagement that scales at the speed of todays customers.

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Table of Contents List of Tables Chapter 4 List of Illustrations Chapter - photo 1
Table of Contents
List of Tables
  1. Chapter 4
List of Illustrations
  1. Chapter 1
  2. Chapter 2
  3. Chapter 3
  4. Chapter 4
  5. Chapter 5
  6. Chapter 6
  7. Chapter 8
  8. Chapter 9
  9. Chapter 11
Guide
Pages

At Procter & Gamble, Georgia-Pacific, and Piedmont Healthcare I experienced how Marketing can become the human-centric machine' that drives growth, with data as its main fuel.' Customer Data Platforms is a must-read guide to the modern approach of optimally building and leveraging a human-centric and data-powered Marketing Machine.

Douwe Bergsma, Chief Marketing Officer, Piedmont Healthcare

Every company needs to deliver experiences that turn consumers into loyal customers and data is at the heart of it. Executives interested in leveraging technology to drive digital transformation will find a wealth of actionable insights in Customer Data Platforms to start their journey putting customers at the center of everything they do.

Doug Hammond, Chairman and CEO, NFP Corp.

Having personal experience running large software companies like Computer Associates, I can personally attest that there is no bigger challenge than getting customer data right. Every time you introduce a new capability, there is a good chance you create another data silo that makes it harder to provide seamless experiences across sales, marketing, and service. Unifying 'people data' such that you can deliver the type of personalization today's customers expect is still one of the biggest challenges in business today, something that I am working on with Ringlead, a data quality and orchestration company. Kihn and OHara make this highly technical problem easily understood by business people, and offer clear and compelling solutions couched in customer stories and anecdotes which bring the challenge and potential solutions to life. Must-reading for any business executive looking to take on the challenge of digital transformation.

Russell Artzt, Co-Founder CA Technologies, Executive Chairman and Head of R&D at RingLead, Inc.

Customers don't care how hard it is. In the best case they merely push through when it's not a connected experience, and in the more likely case they move on to something else. In today's climate, this capability is expected and it is obvious when it fails. Digital transformation has been a hot topic over the past few years, but today this is no longer about if.' We are now at the point where it is about execution. Kihn and O'Hara bring years of experience and learning to catch up to the current state of play and lay out a practical guide through these challenges.

Mike Cunningham, President, CrowdVision (former CIO, Keurig Green Mountain)

MARTIN KIHN

CHRIS O'HARA

CUSTOMER DATA PLATFORMS
USE PEOPLE DATA TO TRANSFORM THE FUTURE OF MARKETING ENGAGEMENT
Copyright 2021 by Martin Kihn and Christopher B OHara All rights reserved - photo 2

Copyright 2021 by Martin Kihn and Christopher B. O'Hara. All rights reserved.

Published by John Wiley & Sons, Inc., Hoboken, New Jersey.

Published simultaneously in Canada.

No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, scanning, or otherwise, except as permitted under Section 107 or 108 of the 1976 United States Copyright Act, without either the prior written permission of the Publisher, or authorization through payment of the appropriate per-copy fee to the Copyright Clearance Center, Inc., 222 Rosewood Drive, Danvers, MA 01923, (978) 750-8400, fax (978) 646-8600, or on the Web at www.copyright.com. Requests to the Publisher for permission should be addressed to the Permissions Department, John Wiley & Sons, Inc., 111 River Street, Hoboken, NJ 07030, (201) 748-6011, fax (201) 748-6008, or online at http://www.wiley.com/go/permissions.

Limit of Liability/Disclaimer of Warranty: While the publisher and author have used their best efforts in preparing this book, they make no representations or warranties with respect to the accuracy or completeness of the contents of this book and specifically disclaim any implied warranties of merchantability or fitness for a particular purpose. No warranty may be created or extended by sales representatives or written sales materials. The advice and strategies contained herein may not be suitable for your situation. You should consult with a professional where appropriate. Neither the publisher nor author shall be liable for any loss of profit or any other commercial damages, including but not limited to special, incidental, consequential, or other damages.

For general information on our other products and services or for technical support, please contact our Customer Care Department within the United States at (800) 762-2974, outside the United States at (317) 572-3993 or fax (317) 572-4002.

Wiley publishes in a variety of print and electronic formats and by print-on-demand. Some material included with standard print versions of this book may not be included in e-books or in print-on-demand. If this book refers to media such as a CD or DVD that is not included in the version you purchased, you may download this material at http://booksupport.wiley.com. For more information about Wiley products, visit www.wiley.com.

Library of Congress Cataloging-in-Publication Data is Available:

ISBN 9781119790112 (Hardcover)
ISBN 9781119790136 (ePDF)
ISBN 9781119790129 (ePub)

Cover Design: Wiley
Author Photos: (Kihn) Chae Kihn Photography / (O'Hara) Courtesy of the Author

Introduction
THE PIZZA CHALLENGE

Art Sebastian had a problem. The affable, Chicago-born VP of Digital Experience at Casey's convenience stores joined a team on a journey to transform the company into a more modern, contemporary and digital brand one that recognized each guest as an individual with their own preferences and needs.

With retailers in the digital era, what consumers want is more relevance, he said. They don't want marketing that goes to everyone but rather relevant promotions, messages that speak to them as individuals.

The problem? In a word: data. Not a lack of data, but a lack of connection, organization, and accessibility. A frustrating inability to create a customer profile that can be used to deliver a seamless digital experience.

We had made some good progress, said Sebastian, but with the progress, we accumulated more data. We have a website and mobile app that collect purchase behavior. We collected pizza orders in one system and loyalty in another. We spent a lot of time thinking about how to unify these multiple data sets.

Casey's logo is well known across the Midwest and the South, boasting 2,200 locations in 16 states and counting. It has a customer base devoted to its heart-of-the-community convenience stores, which are famous for comfort foods, like the tasty Taco Pizza, and friendly staff that treat you like their neighbor.

Half of our stores are in small towns with a population of 5,000 or fewer, said Sebastian. We really play a central role in those towns. We're the grocer, the restaurant, and the place where people meet. We support the local high schools and nonprofits some of the area's bigger companies don't focus on.

Like many retailers, Casey's aspired to deliver a better digital experience to its guests, one that paired relevant promotions with the soul of the brand. When you look at all the things that people love about Casey's, said Sebastian, it's authentic to be friendly and relatable.

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