A one stop solution for building customers relationships UniFida A one stop solution for building customers relationships

What is UniFida? A single source for customer loyalty UniFida is a single customer view, reporting platform, and CRM tool like no other The single customer view is the backbone of the system; it takes in data from almost any source, including web browsing, and matches it to produce a real time customer record This means that you can add your web visits to your campaign reporting, or apply a customer segmentation from pages viewed UniFida provides a user friendly front end, with a mix of pre-defined and user built real-time reports UniFida can also provide clean data exports for analysis and selections UniFida is cloud based, so it avoids lengthy IT integration projects

Existing customer systems Picture the gap We have built UniFida as solution that takes in live (or batch) data feeds from many on-line and off-line data sources, merges them to build a ‘digital passport’ for each customer, and provides an environment for understanding customers’ behaviour and managing customer relationships Existing customer systems Transactions Websites CRM databases Sales contact data Existing communications systems Campaign management Email blasts Mobile content management Digital publishing UniFida As UniFida is cloud hosted, there is a low impact on IT to implement, and we can get going as quickly as you can provide us the data

How does the whole UniFida solution look? Web-site email Files are pushed to an SFTP site Raw data is accessed via an API, but there is a front end for users CRM Single Customer View E-commerce Social Media Dashboards ADM for analysts Campaign reporting Contact optimisation Communications systems feeds

Where this could take you? Having a full view of customer engagement, with your website traffic combined with all other channels Full tracking from sources such as PPC through to sale Using historic cross channel data to score leads, in online channels such as Facebook, to target prospects and reduce costs Having insight and development resource available on request to meet any bespoke needs

A walk through the software – starting with log-in and user permissions

Users can set up their own data sources You can base the field mapping on an example file Map each data sources fields to a standard definition Test the ETL

Users can view their data sources Any issues are clearly raised We maintain the last load date, and last record date for each data source. Each row represents a data source

Threading the data together Our advanced matching routines will merge email addresses, IP addresses, mobile numbers, account numbers, or postal addresses (using match-keys) Name and address data will be cleansed, before entering the system To ensure the quality of customer identification we create our own internal PURN (permanent unique reference number) or ‘digital passport’ which would for instance join: Multiple accounts with the same email address/URN Multiple email addresses with the same account Examples of duplicated accounts and email addresses, that often need to be merged Account Ref Email Address records   jfoster@test.net 3 A16692 9 ABR0229 4 ABR0230 5 W10001397 35 Account Ref Email Address records AAII011 doreenk@test.net 1 elaine.pinckard@test.com 58 elaine.pinckard@anothertest.net elaine.pinkard@somethingelse.net Multiple identities have been known to cause up to 20% duplication within our clients’ databases

Creating the query for your charts There is a logical flow to build a chart, for technical and non technical users

Setting the parameters for your chart Multiple charting options enable your charts to keep a fresh look

Viewing your bespoke reports Any existing or complex reports can be built - bespoke to your needs

Building your own dashboard This is a list of you charts Order your charts – however you like This is a list of your teams shared charts Choose which of your charts you would like to see and share with other members of your team

Viewing your dashboard The dashboard can be refreshed to show the real time date feeds

The ADM An Analytical Data Mart (ADM) is a repository of cleansed data for analysis and obtaining counts and profiles It is usually one table that summarises information from a set of other tables, for instance: Joining customer, transactional, and browsing data together at a customer level Building derived variables such as RFM, customer segment, response propensities, favourite product category, channel preference We keep a list of keys that could connect to the underlying data; this way if an additional/bespoke field is required it can easily be added at a later date Planners can work off a consistent and reliable data source, and use this to provide bespoke reports quickly

Links to your communication systems UniFida does not replace your campaign management or email systems Using APIs your communications systems can draw the data they need from the ADM This data is continuously updated, provided from an SCV, and is normalised UniFida can support multi-channel marketing, real time personalisation, and lead scoring Contact history and source coded campaign responses are fed back in to the ADM UniFida Comms system

Contact optimisation – an option Our contact optimisation module, CAT, is also available on-line as part of the UniFida configuration CAT is partly used for campaign planning, and partly for operational selections CAT builds individual level customer journeys from data drawn from the ADM It can output optimised individual contact recommendations to your campaign management systems CAT will add value when you have many alternative propositions for customers, and you have to resolve who gets sent what when and how.

Campaign reporting UniFida will take your: Contact history feeds, with a mailing data and/or campaign code Transactional feeds, with a purchase date Summarised browsing history Clients are enabled to set up their own response attribution rules Reports will be provided in dashboard style Select the mailing data criteria and response window, to produce the report split by campaign code

Key benefits from the affordable UniFida service Resolves the single customer view problem – can often reduce customer duplicates by 10-20% with equivalent savings for CRM Satisfies the information and data needs of a number of business functions including; Managers requiring MI Analysts wanting stable normalised customer data Campaign planners requiring counts and trialling selections Campaign results analysts needing reliable attribution Sits within your existing systems ecosystem – no current systems redundancy Is cloud based and delivered via the internet Is swift to set-up as most of the ADM fields are preconfigured , and APIs developed

The UniFida road map Example time line SCV & Insight Connectivity Action Example time line 2015 - Complete 2016 Q1/Q2 2016 Q2/Q3 Deliverables SCV accepting live feeds PURN generation Chart builder & dashboards Bespoke reporting Cross channel selections & ADM Subject access request Campaign response attribution and reporting Multiple table cell selections Custom ETL for any data source Outbound API Manual data entry Outbound contact optimisation Automated customer scoring Cross channel trigger campaigns Purning configuration Campaign planning Our development priorities are customer led – hence are subject to change

Contact us Julian Berry T: 07785 237036 E: julian@berry-thompson.com Howard Thompson T: 07846 947901 E: howard@berry-thompson.com Address Landline 0203 176 2545 46-48 Webber Street London SE1 8QW