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Optimizing the mechanics of CRM

MASTER THE CUSTOMER JOURNEY WITH RADICALLY SHARPER TARGETING

DIGITAL MARKETING AUTOMATION, WITH A HUMAN HEART

CRM has always been about one thing: developing more loyal and profitable customer relationships. Finding customers, keeping customers, and moving customers toward a mutually rewarding long-term relationship. It’s a highly analytical, highly strategic endeavor with deep roots in the fertile field of data science.

Too many partners and experts blindly rely only on the automation side of data analysis, letting computers do all the “thinking.” But the beauty behind a well-designed, deftly-executed CRM program isn’t just the management and manipulation of big data, it’s the actionable insight afforded by the human element, and passionate expertise in creating compelling messaging. That’s where Plan B excels.

Radically sharper targeting

The problem with most digital ad buys today is that you end up wasting precious marketing dollars talking to people who aren’t interested in (or capable of) buying what you’re selling.

A better way to reach the qualified few is with Radically Sharper TargetingTM. We’ve developed a way to merge data stores for the purpose of identifying high-value targets with both a likelihood of brand interest and a propensity for buying what you offer. That means more of your marketing budget can be invested in precision-purchased media with a much higher chance of connecting with the right people at the right time.

Given trends toward an increase in consumer privacy protections, such as Google’s plan to phase out third-party cookies by 2022, it’s proving a real challenge to execute the kinds of programs that yield more and better leads. And that makes time even more critical as digital marketers seek creative ways to improve the mileage of their investments.

Today’s data is powerful, as it affords us a glimpse into whether someone is ready to buy, and if so, what kind of message might best appeal to them. So now you can deliver ads that are every bit as relevant as they are timely.

Curious? Let us put together a test program so we can show you how Radically Sharper TargetingTM works…pinpointing the people you’re looking for, and making it easier than ever for them to connect.

  • Identify and segment the most interested, motivated target consumers
  • Define dealerships with highest sales potential and select test MSA’s
  • Pinpoint target consumers within the MSA’s
  • Develop campaign creative relevant to specific target segments
  • Communicate to targets across all stages of their buying journey

A proven formula

We have a blueprint, project plan, and materials scheduled to deliver Radically Sharper Targeting™ at a lower cost

Brand raw data

Allows us to define test markets + more selling success

3rd party raw data sources

To prime the pump with potential buyers

Predictive Data
 Analytics

For better strategic targeting to reach the right audience at the right time

Creative message strategy

To drive brand-level affinity while flexibly targeting hyper-locally

Reporting &
 Optimization

To continually refine targeting and messaging and sell more

Program execution

Specific tactics, campaign schedule and budget allocation

BIG ENOUGH TO DO IT RIGHT, SMALL ENOUGH TO DO IT BETTER

We access the same data stores. Use the same analytical tools and methodologies. But instead of just letting artificial intelligence spit out some indecipherable technobabble and pretending it’s a cure-all to the woes of marketing in the digital age, we also apply good old fashioned brainpower (the human element!) to the programs we create. And that makes all the difference.

PLAN B OFFERS FULL-CYCLE CRM SERVICES

Our expertise spans a comprehensive range of CRM-related services, but we’re equally skilled at adapting our offerings to meet the needs of clients whose CRM efforts are in different stages. Some clients need help building programs from the ground up. Others need support migrating data and implementing newer technology. Some just need training and support, or want to take advantage of the latest data-driven optimizations afforded by today’s marketing stack tools.

Access & analyze

Data Acquisition, Research and Analysis

Business Process review & Roadmap

Design & configure

Technology Platform Selection & Comparison

System Implementation and Integration Strategy

Stabilize, utilize & optimize

User Adoption & Change Management

Digital Marketing & Automation Strategy

Data Analytics & KPI Analysis

Automotive clients, for example, may only require Data Acquisition & Analysis and Hyper-Targeted Digital Marketing Execution

Access & analyze

Data Acquisition, Research and Analysis

Business Process review & Roadmap

Design & configure

Technology Platform Selection & Comparison

System Implementation and Integration Strategy

Stabilize, utilize & optimize

User Adoption & Change Management

Digital Marketing & Automation Strategy

Data Analytics & KPI Analysis

Our approach to automotive CRM

Having several long-term clients in the automotive OEM space, we’re experts in optimizing the mechanics of automotive CRM. From making timely Handraiser connections to “in-market” conquesting to integrated loyalty programs, our CRM program design, systems management, and world-class creative expertise has helped global brands (including Jaguar, Volvo, and McLaren) drive quality leads, brand preference and long-term loyalty.
How do we do it?

By honing in on those key moments in the unique journeys that all shoppers and brand loyalists travel along. We tailor our strategies to “own” those key moments by delivering personalized and compelling content and offers that inspire action. We do this not only by knowing and understanding the various parts of the journey, but also by utilizing data cues that allow us to identify what key moment someone is in along that journey, and what their individual preferences are. We map out sophisticated programs designed to leverage this intelligence and dynamically deliver the most personalized and relevant offerings at key moments along the way.

Below is a diagram of a typical journey to help illustrate how we customize messaging based on moments and preferences:

Plan B named among Chicago's Top Ad Agencies