marketing measurement mastery webcast slides by beckon
TRANSCRIPT
MARKETING MEASUREMENT MASTERY Live webcast: October 28, 2014
Kevin Dodson VP Data Strategy
Beckon @kevdod @BeckonInc
Tina Moffett Customer Intelligence Analyst
Forrester Research @vmoffett @Forrester
Tina Moffett
Tina Moffett Customer Intelligence Analyst
Forrester Research @vmoffett @Forrester
• Customer Analytics • Data Management • Database Marketing • Direct Marketing • Information Management • Marketing Measurement • Marketing Organization & Culture • Marketing Organizational Structure • Marketing ROI • Measurement Methods &
Techniques • Predictive Analytics
@vmoffett @Forrester
Kevin Dodson
Kevin Dodson VP Data Strategy
Beckon @kevdod @BeckonInc
• Omnichannel Analytics • Marketing Strategy • Marketing Measurement • Measurement Methods &
Techniques • Data Collection • Data Management • Marketing ROI
@kevdod @BeckonInc
helps brands understand and
beautifully communicate the business impact of
everything that marketing does
@kevdod @BeckonInc
Agenda MARKETING MEASUREMENT MASTERY • Marketing Measurement Trends • Marketing Measurement Capabilities • Take Action
BUILDING A MARKETING PERFORMANCE MEASUREMENT FRAMEWORK • The Marketing Data Framework – How it All Must Come Together • Marketing Performance Measurement Scorecard – Buyer’s Journey Example • The Marketing Scorecard Template – Your To Do
@kevdod @BeckonInc
1. A copy of the slides from this webinar (plus a link for future viewing)
@kevdod @BeckonInc
BECKON MARKETING DATA FRAMEWORKOB
JECT
IVES
METR
ICS/
KPIS
DATA
REP
ORTI
NGCA
TEGO
RIES
DATA
SOU
RCES
& CH
ANNE
LS
ONLINE OFFLINE
MARKETING ACTIVITIES OUTCOMES
BRAND BUSINESS
BUSINESS MARKETING CAMPAIGN CHANNEL BUYER’S JOURNEY
STRATEGIC METRICS(all-channel,
CMO level)
TOP-DOWN ANALYTICSStart with a goal,
then find the data.
• Scorecards
• Dashboards
BOTTOM-UP ANALYTICS
Start with data,then find the insights.
• Ad-hoc analysis
• Auto correlation
• Variances
VOLUME (COUNTS) EFFECTIVENESS (RATIOS) EFFICIENCY ($)
AGGREGATED METRICS(multi-channel,manager level)
ACTIVITY METRICS(single-channel,tactician level)
• Total new customers• Total sales• NPS• Net sentiment
• Engagement/Impressions ratio• Paid/Earned ratio• Aided awareness• Share of voice
• ROMI• ROMO• Cost per new customer• Cost per point of awareness
• Impressions by campaign• Engagement by channel• Sales by region• GRPs by DMA
• E/I ratio by campaign• P/E ratio by channel• Engagement rate by agency• Likes per post by channel
• Cost per impression by campaign• Cost per engagement by channel• ROMI per business unit• Sales per square foot by region
• Visits• Clicks• Likes• Sends
• Click-through rate• Conversion rate• Open rate• Cart abandonment rate
• Cost per click• Cost per thousand• Cost per point• Cost per attendee
MARKETING
• Funnel• P/O/E• Channel• Campaign
BUSINESS
• Product• Industry• Region• Competition
ORGANIZATIONAL
• Business unit• Department• Owner• Agency
CUSTOMER
• Segmentation• Type (new, old)• Demographics
EXECUTION
• Placement• Creative• Offer• Test/Control
Beckon Proprietary and Confidential. Contact [email protected] for more information.
Display
Web
site
E-com
mer
ce
Mobile
App
SEOSEM
Face
book
Twitt
er
List
enin
g
Link
edIn
Video TV
Radio
OO
H
Direct
PR
Event
s
Sponsors
hip
Cinem
a
In-S
tore
Retail
Call C
ente
r
Brand
Custo
mer
Compet
itive
Sales
E-com
mer
ceCRM
2. The Beckon Marketing Data Framework
@kevdod @BeckonInc
CHANNELDATA SOURCE(APPLICATION, AGENCY, REPORT) OWNER PRIORITY
UPLOADFREQUENCY
MARKETING ACTIVITIES - ONLINE
Website
Microsite
Blog
E-commerce
Display
Video
Mobile
Paid Search (SEM)
SEO
Social Platform
Paid - Facebook
Paid - Twitter
Paid - LinkedIn
Owned - Facebook
Owned - Twitter
Owned - Pinterest
Owned - LinkedIn
Owned - YouTube
Owned - Instagram
Earned - Social/Listening
Other
MARKETING ACTIVITIES - OFFLINE
TV
Radio
Sponsorships
OOH
Direct Mail
PR
Events
In-Store
Retail
Catalog
Cinema
Trade/Co-Op
Call Center
Other
BUSINESS OUTCOMES
Sales
E-commerce
CRM
Other
BRAND OUTCOMES
Brand Research
Competitive
Customer
Other
BECKON DATA SOURCE WORKSHEET
Beckon Proprietary and Confidential. Contact [email protected] for more information.
3. A Blank Data Source Worksheet
@kevdod @BeckonInc
4. A Sample Marketing Performance Scorecard
@kevdod @BeckonInc
BECKON SCORECARD BUILDERO
BJE
CT
IVE
KP
IM
ET
RIC
S
DEFINITIONS:Objective: Key marketing or business objective to be monitored or evaluated. Can be organized into a linear process (e.g., Buyers Journey) or a theme (e.g., Annual Marketing Goals or Campaign Performance).
Tip: State key marketing or business objectives in the form of a question.
Key Performance Indicator (KPI): The one metric that best describes the performance of the objective in question.
Metrics: The set of performance measures by which an objective is evaluated.
Types include:
• Top-level Metrics: Return on marketing objectives (ROMO) and return on marketing investment (marketing ROI)
• Volume Metrics: Impression and engagement volume, total sales and other outcomes.
• Effectiveness Metrics: Awareness, engagement, engagement rate, outcome, and conversion rate.
• Efficiency Metrics: Cost per impression, cost per engagement and cost per outcome.
Beckon Proprietary and Confidential. Contact [email protected] for more information.
5. Build-Your-Own Performance Scorecard Worksheet
MARKETING MEASUREMENT THERAPY Marketing Analytics Strategies to Cure Your Big Data Headache
MARKETING MEASUREMENT MASTERY • Marketing Measurement Trends • Marketing Measurement
Capabilities
• Take Action
Tina Moffett Customer Insights Analyst
Forrester Research @vmoffett @Forrester
@vmoffett @Forrester
Making Leaders Successful Every Day
@vmoffett @Forrester
© 2014 Forrester Research, Inc. Reproduction Prohibited 13
Agenda
› Marketing Measurement Trends › Marketing Measurement
Capabilities › Take Action
@vmoffett @Forrester
© 2014 Forrester Research, Inc. Reproduction Prohibited 14
Empowered customers have given rise to a new era . .
Age of manufacturing Mass manufacturing makes industrial powerhouses successful
• Ford • Boeing • GE • RCA
Age of distribution Global connections and transportation systems make distribution key
• Wal-Mart • Toyota • P&G • UPS
Age of information Connected PCs and supply chains mean those that control information flow dominate • Amazon • Google • Comcast • Capital One
Age of the customer Empowered buyers demand a new level of customer obsession
• Macy’s • Salesforce.com • USAA • Amazon
@vmoffett @Forrester
© 2014 Forrester Research, Inc. Reproduction Prohibited 15
. . . with four market imperatives
Transform the customer
experience
Embrace the mobile mind shift
Become a digital business
Age of the customer
Turn big data into business
insights
@vmoffett @Forrester
© 2014 Forrester Research, Inc. Reproduction Prohibited 16 @vmoffett @Forrester
© 2014 Forrester Research, Inc. Reproduction Prohibited 17
Hiring talent to manage measurement and analytics
Managing data from a variety of sources
Ensuring data quality from a variety of sources
Please rank the top three challenges that prevent your organization from making use of measurement and analytics.
Source: Forrester/Burchworks State of Customer Analytics Survey 2014
@vmoffett @Forrester
© 2014 Forrester Research, Inc. Reproduction Prohibited 18
Source: Forrester/Burchworks State of Customer Analytics Survey 2014
Majority of marketers measure efficiency and effectiveness of campaigns
34.7%
66.5%
53.5%
63.5%
75.9%
70.6%
75.3%
80%
Please indicate your level of agreement with each of the following statements that pertains to measurement in your organization:
@vmoffett @Forrester
© 2014 Forrester Research, Inc. Reproduction Prohibited 19
Source: Forrester/Burchworks State of Customer Analytics Survey 2014
Marketers measure customer based metrics to understand acquisition and growth
Please indicate which metrics your organization uses to measure customer interactions. Select all that apply.
@vmoffett @Forrester
© 2014 Forrester Research, Inc. Reproduction Prohibited 20
90% Use customized measurement reports and analysis are created based on need and
function
80% Share results of analytics projects are periodically delivered through email to key
stakeholders
Please indicate your level of agreement with the following statements regarding insights distribution (top 2 box)
45% Access analytics insights and methodologies through a a knowledge
management portal
© 2014 Forrester Research, Inc. Reproduction Prohibited 21
Agenda
› Marketing Measurement Trends › Marketing Measurement
Capabilities › Take Action
@vmoffett @Forrester
© 2014 Forrester Research, Inc. Reproduction Prohibited 22
Firms focused on core pillars to ensure marketing performance measurement success
ü Crafting a marketing measurement strategy
ü Building organization and resource support
ü Securing the right data and technology
ü Defining metrics and KPIs
ü Driving results through optimization and activation
@vmoffett @Forrester
© 2014 Forrester Research, Inc. Reproduction Prohibited 23
Organizations must assess their measurement capabilities across six areas
Marketing Measurement Assessment Components
Strategy Organization and Resources
Technology and Data Metrics and KPIs Optimization and
Activation
• Business Strategy
• Marketing Strategy
• Customer Centricity
• Measurement and Planning
• C-Level Support • Business Analyst • Talent
Recruitment • Partners • Organizational
Design
• Data collection and processing
• Data management and quality
• Real time access • Application
support • Performance
Measurement Tools
• Cross-Channel measurement
• Key Performance Indicators (KPIs)
• Return on Marketing Investment (ROMI)
• Marketing efficiency
• Marketing effectiveness
• Insights sharing • Recommendation
s • Marketing and
Media Planning
@vmoffett @Forrester
© 2014 Forrester Research, Inc. Reproduction Prohibited 24
Organizations must assess their measurement capabilities across six areas
Marketing Measurement Assessment Components
Strategy
• Business Strategy
• Marketing Strategy
• Customer Centricity
• Measurement and Planning
• Align marketing metrics to core business metrics, such as ROMI or revenue impact
• Develop measurement plans aligned with marketing objectives
• Outline program objectives, design test matrices, and map out measurement forecasts and metrics
@vmoffett @Forrester
© 2014 Forrester Research, Inc. Reproduction Prohibited 25
Organizations must assess their measurement capabilities across six areas
Marketing Measurement Assessment Components
Organization and Resources
• C-Level Support • Business Analyst • Talent
Recruitment • Partners • Organizational
Design
• Organize to align marketing and analytics resources to manage and support measurement.
• Have business analysts interpret results • Defined project management practices
(knowledge management, cross-functional collaboration)
@vmoffett @Forrester
© 2014 Forrester Research, Inc. Reproduction Prohibited 26
Organizations must assess their measurement capabilities across six areas
Marketing Measurement Assessment Components
Technology and Data
• Data collection and processing
• Data management and quality
• Real time access • Application
support • Performance
Measurement Tools
• Use performance management tools to measure marketing success
• Automatically ingest marketing data through APIs and log files
• Enforce data audits • Create a meta data/
metric dictionary
@vmoffett @Forrester
© 2014 Forrester Research, Inc. Reproduction Prohibited 27
Organizations must assess their measurement capabilities across six areas
Marketing Measurement Assessment Components
Metrics and KPIs
• Cross-Channel measurement
• Key Performance Indicators (KPIs)
• Return on Marketing Investment (ROMI)
• Marketing efficiency
• Marketing effectiveness
• Have clearly defined marketing efficiency and effectiveness metrics to measure campaign success (cost per acquisition, cost per click, sales conversion rates)
• Calculate ROMI for every campaign • Connect marketing performance with
business impact (acquisition rates, upsell rates, customer profitability)
@vmoffett @Forrester
© 2014 Forrester Research, Inc. Reproduction Prohibited 28
Organizations must assess their measurement capabilities across six areas
Marketing Measurement Assessment Components
Optimization and Activation
• Insights sharing • Recommendation
s • Marketing and
Media Planning
• Integrate measurement insights into the greater marketing strategy
• Share insights across the marketing organization • Build multivariate marketing tests based on results;
identify campaign champions • Shift marketing budgets based on past campaign
results • Act on results and test offers, creative, content, and
channel
@vmoffett @Forrester
© 2014 Forrester Research, Inc. Reproduction Prohibited 29
Develop a strategic plan to guide the maturity journey
Marketers measure contextual interactions, using results to optimize interactions across the customer lifecycle.
Marketers adopt a more advanced measurement approach, like attribution and mix, and link performance to business outcomes
Marketers focus on basic marketing efficiency and effectiveness metrics and think about the right technologies to track performance.
Marketers provide basic measurement approach, focused on start to socialize marketing and channel measurement, gaining support, inventory of data, analysis of measurement needs .
Profile
@vmoffett @Forrester
© 2014 Forrester Research, Inc. Reproduction Prohibited 30
Agenda
› Marketing Measurement Trends › Marketing Measurement
Capabilities › Take Action
@vmoffett @Forrester
© 2014 Forrester Research, Inc. Reproduction Prohibited 31
Source: A commissioned conducted by Forrester Consulting on behalf of Kenshoo, October 2014
› Assess your marketing performance.
› Get Support from your CMO.
› Conduct a measurement workshop.
› Define your marketing performance measurement objectives.
› Tackle the top two measurement obstacles first.
Prepare for a lengthy measurement journey
@vmoffett @Forrester
Thank you Tina Moffett @vmoffett
@vmoffett @Forrester
MARKETING MEASUREMENT THERAPY Marketing Analytics Strategies to Cure Your Big Data Headache
BUILDING A MARKETING PERFORMANCE MEASUREMENT FRAMEWORK • The Marketing Data Framework • Marketing Performance
Measurement Scorecard • The Marketing Scorecard Template
Kevin Dodson VP Data Strategy
Beckon @kevdod @BeckonInc
@kevdod @BeckonInc
Countless channel-specific tools hold channel-specific data
Web
Emai
l
Sear
ch
TV
Twitt
er
Face
book
OO
H
Mob
ile
In-s
tore
Dis
play
@kevdod @BeckonInc
While business and brand performance typically stand alone
Web
Emai
l
Sear
ch
TV
Twitt
er
Face
book
OO
H
Mob
ile
In-s
tore
Dis
play
Bus
ines
s O
utco
mes
Bra
nd O
utco
mes
@kevdod @BeckonInc
While business and brand performance typically stand alone
Web
Emai
l
Sear
ch
TV
Twitt
er
Face
book
OO
H
Mob
ile
In-s
tore
Dis
play
Bus
ines
s O
utco
mes
… Bra
nd O
utco
mes
@kevdod @BeckonInc
Web
Emai
l
Sear
ch
TV
Twitt
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Face
book
OO
H
Mob
ile
In-s
tore
Dis
play
Bus
ines
s O
utco
mes
… Bra
nd O
utco
mes
CPM CTR
views
pins
down-loads
friends
TRPs
clicks
MQLs bounce
likes
views
re-tweets
fans visits
SQLs Impre-ssions
GRP
GRPs
opens
@kevdod @BeckonInc
Web
Emai
l
Sear
ch
TV
Twitt
er
Face
book
OO
H
Mob
ile
In-s
tore
Dis
play
Bus
ines
s O
utco
mes
… Bra
nd O
utco
mes
CPM CTR
views
pins
down-loads
friends
TRPs
clicks
MQLs bounce
likes
views
re-tweets
fans visits
SQLs Impre-ssions
GRP
GRPs
opens
But what works best across it all? and
How is it all working together to impact the business?
@kevdod @BeckonInc
MARKETERS ARE DATA RICH BUT INSIGHT POOR
@kevdod @BeckonInc
MARKETERS ARE DATA RICH BUT INSIGHT POOR
& OMNICHANNEL REPORTING IS A
MESS
@kevdod @BeckonInc
What’s needed A way to aggregate data from across it all into a performance framework that is meaningful to the business
@kevdod @BeckonInc
What’s needed A way to aggregate data from across it all into a performance framework that is meaningful to the business
MARKETING SPEND + ACTIVITY BRAND
OUTCOMES BUSINESS
OUTCOMES
@kevdod @BeckonInc
What’s needed A way to aggregate data from across it all into a performance framework that is meaningful to the business
REAL-TIME DATA HUB CONSISTENT TAXONOMY, NORMALIZED DATA SET
MARKETING SPEND + ACTIVITY BRAND
OUTCOMES BUSINESS
OUTCOMES
@kevdod @BeckonInc
What’s needed A way to aggregate data from across it all into a performance framework that is meaningful to the business
REAL-TIME DATA HUB CONSISTENT TAXONOMY, NORMALIZED DATA SET
MARKETING-SPECIFIC REPORTING AND ANALYTICS
DIAGNOSTICS, BENCHMARKS, DATA VIZ
MARKETING SPEND + ACTIVITY BRAND
OUTCOMES BUSINESS
OUTCOMES
@kevdod @BeckonInc
What’s needed A way to aggregate data from across it all into a performance framework that is meaningful to the business
REAL-TIME DATA HUB CONSISTENT TAXONOMY, NORMALIZED DATA SET
MARKETING-SPECIFIC REPORTING AND ANALYTICS
DIAGNOSTICS, BENCHMARKS, DATA VIZ
MARKETING SPEND + ACTIVITY BRAND
OUTCOMES BUSINESS
OUTCOMES
@kevdod @BeckonInc
In other words, take this:
@kevdod @BeckonInc
@kevdod @BeckonInc
@kevdod @BeckonInc
And turn it into this:
@kevdod @BeckonInc
@kevdod @BeckonInc
@kevdod @BeckonInc
Marketing Data Framework (aka The Unified Theory of [Marketing Data] Relativity)
by Beckon
@kevdod @BeckonInc
BECKON MARKETING DATA FRAMEWORK
MARKETING ACTIVITIES OUTCOMES
ONLINE OFFLINE BRAND BUSINESS
DA
TA S
OU
RCS
&
CH
AN
NEL
S D
ATA
REP
ORT
ING
C
ATE
GO
RIES
ACTIVITY METRICS (single-channel, Tactician level)
AGGREGATED METIRCS (multi-channel, manager level)
STRTEGIC METRICS (all-channel, CMO level)
• Total New Customers • Total Sales + LTV • NPS • Net Sentiment
• Engagement/Impressions ratio • Paid/Earned ratio • Aided Awareness • Share of voice
• ROMI • ROMO • Cost per new customer • Cost per point of awareness
• Impressions by Campaign • Engagement by Channel • Sales by Region • GRP’s by DMA
• E/I ratio by campaign • P/E ratio by channel • Engagement rate by agency • Likes per post by channel
• Cost per impression by campaign • Cost per engagement by channel • ROMI per business unit • Sales per sq. foot by region
• Visits • Clicks • Likes • Sends
• Click through rate • Conversion rate • Open rate • Cart abandonment rate
• Cost per click • Cost per thousand • Cost per point • Cost per attendee
VOLUME (COUNTS) EFFECTIVENSS (RATIOS) EFFICIENCY ($)
ORGANIZATIONAL • Business Unit • Department • Owner • Agency
CUSTOMER • Segmentation • Type (new, old) • Demographics
MARKETING • Funnel • P/O/E • Channel • Campaign
BUSINESS • Product • Industry • Region • Competition
OB
JEC
TIVE
S
EXECUTION • Placement • Creative • Offer • Test/control
Dis
play
Em
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Web
site
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CRM
MARKETING BUSINESS CAMPAIGN CHANNEL BUYER’S JOURNEY TOP-DOWN ANALYTICS
Start with
a goal, then find the data • Dashboards • Scorecards
BOTTOM-UP ANALYTICS
Start with data,
then find the insights
• Ad-hoc Analysis • Auto correlation • Variances
MET
RIC
S /
KPI
S
@kevdod @BeckonInc
BECKON MARKETING DATA FRAMEWORK O
BJE
CTI
VES
@kevdod @BeckonInc
BECKON MARKETING DATA FRAMEWORK O
BJE
CTI
VES
A key marketing or business goal that you want to monitor and evaluate
@kevdod @BeckonInc
BECKON MARKETING DATA FRAMEWORK
Remember to make them SMART: Specific Measureable Attainable Realistic Timely Example: OK: Increase unaided awareness Good: Increase unaided awareness among teens Better: Increase unaided awareness among teens by 5% Best: Increase unaided awareness among teens by 5% in Q1
OB
JEC
TIVE
S
MARKETING BUSINESS CAMPAIGN CHANNEL BUYER’S JOURNEY
BECKON MARKETING DATA FRAMEWORK D
ATA
SO
URC
S &
C
HA
NN
ELS
OB
JEC
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S
MARKETING BUSINESS CAMPAIGN CHANNEL BUYER’S JOURNEY
Marketing and business sources of data that measure activities, spend, and outcomes. An outcome is an action, event, or condition to be maximized or minimized
@kevdod @BeckonInc
BECKON MARKETING DATA FRAMEWORK D
ATA
SO
URC
S &
C
HA
NN
ELS
OB
JEC
TIVE
S
MARKETING ACTIVITIES OUTCOMES
ONLINE OFFLINE BRAND BUSINESS
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MARKETING BUSINESS CAMPAIGN CHANNEL BUYER’S JOURNEY
@kevdod @BeckonInc
BECKON MARKETING DATA FRAMEWORK D
ATA
SO
URC
S &
C
HA
NN
ELS
OB
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MARKETING BUSINESS CAMPAIGN CHANNEL BUYER’S JOURNEY
@kevdod @BeckonInc
BECKON MARKETING DATA FRAMEWORK
MARKETING ACTIVITIES OUTCOMES
ONLINE OFFLINE BRAND BUSINESS
DA
TA S
OU
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&
CH
AN
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S O
BJE
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MARKETING BUSINESS CAMPAIGN CHANNEL BUYER’S JOURNEY
@kevdod @BeckonInc
CHANNELDATA SOURCE(APPLICATION, AGENCY, REPORT) OWNER PRIORITY
UPLOADFREQUENCY
MARKETING ACTIVITIES - ONLINE
Website
Microsite
Blog
E-commerce
Display
Video
Mobile
Paid Search (SEM)
SEO
Social Platform
Paid - Facebook
Paid - Twitter
Paid - LinkedIn
Owned - Facebook
Owned - Twitter
Owned - Pinterest
Owned - LinkedIn
Owned - YouTube
Owned - Instagram
Earned - Social/Listening
Other
MARKETING ACTIVITIES - OFFLINE
TV
Radio
Sponsorships
OOH
Direct Mail
PR
Events
In-Store
Retail
Catalog
Cinema
Trade/Co-Op
Call Center
Other
BUSINESS OUTCOMES
Sales
E-commerce
CRM
Other
BRAND OUTCOMES
Brand Research
Competitive
Customer
Other
BECKON DATA SOURCE WORKSHEET
Beckon Proprietary and Confidential. Contact [email protected] for more information.
@kevdod @BeckonInc
BECKON MARKETING DATA FRAMEWORK
MARKETING ACTIVITIES OUTCOMES
ONLINE OFFLINE BRAND BUSINESS
DA
TA S
OU
RCS
&
CH
AN
NEL
S O
BJE
CTI
VES
Dis
play
Em
ail
Web
site
Eco
mm
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Mob
ile A
pp
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SEM
Fac
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k
Tw
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Lis
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Cin
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Com
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CRM
MARKETING BUSINESS CAMPAIGN CHANNEL BUYER’S JOURNEY
@kevdod @BeckonInc
BECKON MARKETING DATA FRAMEWORK D
ATA
SO
URC
S &
C
HA
NN
ELS
DA
TA R
EPO
RTIN
G
CA
TEG
ORI
ES
OB
JEC
TIVE
S
MARKETING ACTIVITIES OUTCOMES
ONLINE OFFLINE BRAND BUSINESS
Dis
play
Em
ail
Web
site
Eco
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erce
Mob
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pp
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SEM
Fac
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Rad
io
Prin
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Dire
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ail
PR
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Ret
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tom
er
Com
petit
ive
Sal
es
Eco
mm
erce
CRM
MARKETING BUSINESS CAMPAIGN CHANNEL BUYER’S JOURNEY
Categories of related metrics that are useful in supporting the analysis of your objectives
@kevdod @BeckonInc
Understanding Reporting Categories
Metric Reporting Categories
@kevdod @BeckonInc
BECKON MARKETING DATA FRAMEWORK D
ATA
SO
URC
S &
C
HA
NN
ELS
DA
TA R
EPO
RTIN
G
CA
TEG
ORI
ES
OB
JEC
TIVE
S
MARKETING ACTIVITIES OUTCOMES
ONLINE OFFLINE BRAND BUSINESS
Dis
play
Em
ail
Web
site
Eco
mm
erce
Mob
ile A
pp
SEO
SEM
Fac
eboo
k
Tw
itter
Lis
teni
ng
Lin
kedI
n
Vid
eo
TV
Rad
io
Prin
t
OO
H
Dire
ct M
ail
PR
Eve
nts
Spo
nsor
ship
Cin
ema
In-s
tore
Ret
ail
Cal
l Cen
ter
Bra
nd
Cus
tom
er
Com
petit
ive
Sal
es
Eco
mm
erce
CRM
MARKETING BUSINESS CAMPAIGN CHANNEL BUYER’S JOURNEY
Categories of related metrics that are useful in supporting the analysis of your objectives
@kevdod @BeckonInc
BECKON MARKETING DATA FRAMEWORK D
ATA
SO
URC
S &
C
HA
NN
ELS
DA
TA R
EPO
RTIN
G
CA
TEG
ORI
ES
OB
JEC
TIVE
S
MARKETING ACTIVITIES OUTCOMES
ONLINE OFFLINE BRAND BUSINESS
Dis
play
Em
ail
Web
site
Eco
mm
erce
Mob
ile A
pp
SEO
SEM
Fac
eboo
k
Tw
itter
Lis
teni
ng
Lin
kedI
n
Vid
eo
TV
Rad
io
Prin
t
OO
H
Dire
ct M
ail
PR
Eve
nts
Spo
nsor
ship
Cin
ema
In-s
tore
Ret
ail
Cal
l Cen
ter
Bra
nd
Cus
tom
er
Com
petit
ive
Sal
es
Eco
mm
erce
CRM
MARKETING BUSINESS CAMPAIGN CHANNEL BUYER’S JOURNEY
ORGANIZATIONAL • Business Unit • Department • Owner • Agency
CUSTOMER • Segmentation • Type (new, old) • Demographics • ID
MARKETING • Funnel • P/O/E • Channel • Campaign
BUSINESS • Product • Industry • Region • Competition
EXECUTION • Placement • Creative • Offer • Test/control
@kevdod @BeckonInc
BECKON MARKETING DATA FRAMEWORK D
ATA
SO
URC
S &
C
HA
NN
ELS
OB
JEC
TIVE
S M
ETRI
CS
/ K
PIS
MARKETING ACTIVITIES OUTCOMES
ONLINE OFFLINE BRAND BUSINESS
Dis
play
Em
ail
Web
site
Eco
mm
erce
Mob
ile A
pp
SEO
SEM
Fac
eboo
k
Tw
itter
Lis
teni
ng
Lin
kedI
n
Vid
eo
TV
Rad
io
Prin
t
OO
H
Dire
ct M
ail
PR
Eve
nts
Spo
nsor
ship
Cin
ema
In-s
tore
Ret
ail
Cal
l Cen
ter
Bra
nd
Cus
tom
er
Com
petit
ive
Sal
es
Eco
mm
erce
CRM
Metrics: The set of performance measures by which you’ll monitor and evaluate how well you’re meeting your objectives. KPIs or Key Performance Indicators: Special metrics that best answer the questions you must ask in order to drive your objectives
MARKETING BUSINESS CAMPAIGN CHANNEL BUYER’S JOURNEY
DA
TA R
EPO
RTIN
G
CA
TEG
ORI
ES
ORGANIZATIONAL • Business Unit • Department • Owner • Agency
CUSTOMER • Segmentation • Type (new, old) • Demographics • ID
MARKETING • Funnel • P/O/E • Channel • Campaign
BUSINESS • Product • Industry • Region • Competition
EXECUTION • Placement • Creative • Offer • Test/control
@kevdod @BeckonInc
BECKON MARKETING DATA FRAMEWORK D
ATA
SO
URC
S &
C
HA
NN
ELS
OB
JEC
TIVE
S M
ETRI
CS
/ K
PIS
MARKETING ACTIVITIES OUTCOMES
ONLINE OFFLINE BRAND BUSINESS
Dis
play
Em
ail
Web
site
Eco
mm
erce
Mob
ile A
pp
SEO
SEM
Fac
eboo
k
Tw
itter
Lis
teni
ng
Lin
kedI
n
Vid
eo
TV
Rad
io
Prin
t
OO
H
Dire
ct M
ail
PR
Eve
nts
Spo
nsor
ship
Cin
ema
In-s
tore
Ret
ail
Cal
l Cen
ter
Bra
nd
Cus
tom
er
Com
petit
ive
Sal
es
Eco
mm
erce
CRM
MARKETING BUSINESS CAMPAIGN CHANNEL BUYER’S JOURNEY
ACTIVITY METRICS (single-channel, Tactician level)
AGGREGATED METIRCS (multi-channel, manager level)
STRTEGIC METRICS (all-channel, CMO level)
VOLUME (COUNTS) EFFECTIVENSS (RATIOS) EFFICIENCY ($)
DA
TA R
EPO
RTIN
G
CA
TEG
ORI
ES
ORGANIZATIONAL • Business Unit • Department • Owner • Agency
CUSTOMER • Segmentation • Type (new, old) • Demographics • ID
MARKETING • Funnel • P/O/E • Channel • Campaign
BUSINESS • Product • Industry • Region • Competition
EXECUTION • Placement • Creative • Offer • Test/control
@kevdod @BeckonInc
BECKON MARKETING DATA FRAMEWORK D
ATA
SO
URC
S &
C
HA
NN
ELS
OB
JEC
TIVE
S M
ETRI
CS
/ K
PIS
MARKETING ACTIVITIES OUTCOMES
ONLINE OFFLINE BRAND BUSINESS
Dis
play
Em
ail
Web
site
Eco
mm
erce
Mob
ile A
pp
SEO
SEM
Fac
eboo
k
Tw
itter
Lis
teni
ng
Lin
kedI
n
Vid
eo
TV
Rad
io
Prin
t
OO
H
Dire
ct M
ail
PR
Eve
nts
Spo
nsor
ship
Cin
ema
In-s
tore
Ret
ail
Cal
l Cen
ter
Bra
nd
Cus
tom
er
Com
petit
ive
Sal
es
Eco
mm
erce
CRM
MARKETING BUSINESS CAMPAIGN CHANNEL BUYER’S JOURNEY
ACTIVITY METRICS (single-channel, Tactician level)
AGGREGATED METIRCS (multi-channel, manager level)
STRTEGIC METRICS (all-channel, CMO level)
• Total New Customers • Total Sales + LTV • NPS • Net Sentiment
• Engagement/Impressions ratio • Paid/Earned ratio • Aided Awareness • Share of voice
• ROMI • ROMO • Cost per new customer • Cost per point of awareness
• Impressions by Campaign • Engagement by Channel • Sales by Region • GRP’s by DMA
• E/I ratio by campaign • P/E ratio by channel • Engagement rate by agency • Likes per post by channel
• Cost per impression by campaign • Cost per engagement by channel • ROMI per business unit • Sales per sq. foot by region
• Visits • Clicks • Likes • Sends
• Click through rate • Conversion rate • Open rate • Cart abandonment rate
• Cost per click • Cost per thousand • Cost per point • Cost per attendee
VOLUME (COUNTS) EFFECTIVENSS (RATIOS) EFFICIENCY ($)
DA
TA R
EPO
RTIN
G
CA
TEG
ORI
ES
ORGANIZATIONAL • Business Unit • Department • Owner • Agency
CUSTOMER • Segmentation • Type (new, old) • Demographics • ID
MARKETING • Funnel • P/O/E • Channel • Campaign
BUSINESS • Product • Industry • Region • Competition
EXECUTION • Placement • Creative • Offer • Test/control
@kevdod @BeckonInc
BECKON MARKETING DATA FRAMEWORK D
ATA
SO
URC
S &
C
HA
NN
ELS
OB
JEC
TIVE
S M
ETRI
CS
/ K
PIS
MARKETING ACTIVITIES OUTCOMES
ONLINE OFFLINE BRAND BUSINESS
Dis
play
Em
ail
Web
site
Eco
mm
erce
Mob
ile A
pp
SEO
SEM
Fac
eboo
k
Tw
itter
Lis
teni
ng
Lin
kedI
n
Vid
eo
TV
Rad
io
Prin
t
OO
H
Dire
ct M
ail
PR
Eve
nts
Spo
nsor
ship
Cin
ema
In-s
tore
Ret
ail
Cal
l Cen
ter
Bra
nd
Cus
tom
er
Com
petit
ive
Sal
es
Eco
mm
erce
CRM
MARKETING BUSINESS CAMPAIGN CHANNEL BUYER’S JOURNEY
ACTIVITY METRICS (single-channel, Tactician level)
AGGREGATED METIRCS (multi-channel, manager level)
STRTEGIC METRICS (all-channel, CMO level)
• Total New Customers • Total Sales + LTV • NPS • Net Sentiment
• Engagement/Impressions ratio • Paid/Earned ratio • Aided Awareness • Share of voice
• ROMI • ROMO • Cost per new customer • Cost per point of awareness
• Impressions by Campaign • Engagement by Channel • Sales by Region • GRP’s by DMA
• E/I ratio by campaign • P/E ratio by channel • Engagement rate by agency • Likes per post by channel
• Cost per impression by campaign • Cost per engagement by channel • ROMI per business unit • Sales per sq. foot by region
• Visits • Clicks • Likes • Sends
• Click through rate • Conversion rate • Open rate • Cart abandonment rate
• Cost per click • Cost per thousand • Cost per point • Cost per attendee
VOLUME (COUNTS) EFFECTIVENSS (RATIOS) EFFICIENCY ($)
DA
TA R
EPO
RTIN
G
CA
TEG
ORI
ES
ORGANIZATIONAL • Business Unit • Department • Owner • Agency
CUSTOMER • Segmentation • Type (new, old) • Demographics • ID
MARKETING • Funnel • P/O/E • Channel • Campaign
BUSINESS • Product • Industry • Region • Competition
EXECUTION • Placement • Creative • Offer • Test/control
@kevdod @BeckonInc
BECKON MARKETING DATA FRAMEWORK D
ATA
SO
URC
S &
C
HA
NN
ELS
OB
JEC
TIVE
S M
ETRI
CS
/ K
PIS
MARKETING ACTIVITIES OUTCOMES
ONLINE OFFLINE BRAND BUSINESS
Dis
play
Em
ail
Web
site
Eco
mm
erce
Mob
ile A
pp
SEO
SEM
Fac
eboo
k
Tw
itter
Lis
teni
ng
Lin
kedI
n
Vid
eo
TV
Rad
io
Prin
t
OO
H
Dire
ct M
ail
PR
Eve
nts
Spo
nsor
ship
Cin
ema
In-s
tore
Ret
ail
Cal
l Cen
ter
Bra
nd
Cus
tom
er
Com
petit
ive
Sal
es
Eco
mm
erce
CRM
MARKETING BUSINESS CAMPAIGN CHANNEL BUYER’S JOURNEY
ACTIVITY METRICS (single-channel, Tactician level)
AGGREGATED METIRCS (multi-channel, manager level)
STRTEGIC METRICS (all-channel, CMO level)
• Total New Customers • Total Sales + LTV • NPS • Net Sentiment
• Engagement/Impressions ratio • Paid/Earned ratio • Aided Awareness • Share of voice
• ROMI • ROMO • Cost per new customer • Cost per point of awareness
• Impressions by Campaign • Engagement by Channel • Sales by Region • GRP’s by DMA
• E/I ratio by campaign • P/E ratio by channel • Engagement rate by agency • Likes per post by channel
• Cost per impression by campaign • Cost per engagement by channel • ROMI per business unit • Sales per sq. foot by region
• Visits • Clicks • Likes • Sends
• Click through rate • Conversion rate • Open rate • Cart abandonment rate
• Cost per click • Cost per thousand • Cost per point • Cost per attendee
VOLUME (COUNTS) EFFECTIVENSS (RATIOS) EFFICIENCY ($)
DA
TA R
EPO
RTIN
G
CA
TEG
ORI
ES
ORGANIZATIONAL • Business Unit • Department • Owner • Agency
CUSTOMER • Segmentation • Type (new, old) • Demographics • ID
MARKETING • Funnel • P/O/E • Channel • Campaign
BUSINESS • Product • Industry • Region • Competition
EXECUTION • Placement • Creative • Offer • Test/control
@kevdod @BeckonInc
BECKON MARKETING DATA FRAMEWORK
MARKETING ACTIVITIES OUTCOMES
ONLINE OFFLINE BRAND BUSINESS
DA
TA S
OU
RCS
&
CH
AN
NEL
S D
ATA
REP
ORT
ING
C
ATE
GO
RIES
ACTIVITY METRICS (single-channel, Tactician level)
AGGREGATED METIRCS (multi-channel, manager level)
STRTEGIC METRICS (all-channel, CMO level)
• Total New Customers • Total Sales + LTV • NPS • Net Sentiment
• Engagement/Impressions ratio • Paid/Earned ratio • Aided Awareness • Share of voice
• ROMI • ROMO • Cost per new customer • Cost per point of awareness
• Impressions by Campaign • Engagement by Channel • Sales by Region • GRP’s by DMA
• E/I ratio by campaign • P/E ratio by channel • Engagement rate by agency • Likes per post by channel
• Cost per impression by campaign • Cost per engagement by channel • ROMI per business unit • Sales per sq. foot by region
• Visits • Clicks • Likes • Sends
• Click through rate • Conversion rate • Open rate • Cart abandonment rate
• Cost per click • Cost per thousand • Cost per point • Cost per attendee
VOLUME (COUNTS) EFFECTIVENSS (RATIOS) EFFICIENCY ($)
ORGANIZATIONAL • Business Unit • Department • Owner • Agency
CUSTOMER • Segmentation • Type (new, old) • Demographics • ID
MARKETING • Funnel • P/O/E • Channel • Campaign
BUSINESS • Product • Industry • Region • Competition
OB
JEC
TIVE
S
EXECUTION • Placement • Creative • Offer • Test/control
Dis
play
Em
ail
Web
site
Eco
mm
erce
Mob
ile A
pp
SEO
SEM
Fac
eboo
k
Tw
itter
Lis
teni
ng
Lin
kedI
n
Vid
eo
TV
Rad
io
Prin
t
OO
H
Dire
ct M
ail
PR
Eve
nts
Spo
nsor
ship
Cin
ema
In-s
tore
Ret
ail
Cal
l Cen
ter
Bra
nd
Cus
tom
er
Com
petit
ive
Sal
es
Eco
mm
erce
CRM
MARKETING BUSINESS CAMPAIGN CHANNEL BUYER’S JOURNEY
MET
RIC
S /
KPI
S
BOTTOM-UP ANALYTICS
Start with data, then find the
insights
• Ad-hoc • Visual Discovery • Correlations • Variances
@kevdod @BeckonInc
BECKON MARKETING DATA FRAMEWORK
MARKETING ACTIVITIES OUTCOMES
ONLINE OFFLINE BRAND BUSINESS
DA
TA S
OU
RCS
&
CH
AN
NEL
S D
ATA
REP
ORT
ING
C
ATE
GO
RIES
ACTIVITY METRICS (single-channel, Tactician level)
AGGREGATED METIRCS (multi-channel, manager level)
STRTEGIC METRICS (all-channel, CMO level)
• Total New Customers • Total Sales + LTV • NPS • Net Sentiment
• Engagement/Impressions ratio • Paid/Earned ratio • Aided Awareness • Share of voice
• ROMI • ROMO • Cost per new customer • Cost per point of awareness
• Impressions by Campaign • Engagement by Channel • Sales by Region • GRP’s by DMA
• E/I ratio by campaign • P/E ratio by channel • Engagement rate by agency • Likes per post by channel
• Cost per impression by campaign • Cost per engagement by channel • ROMI per business unit • Sales per sq. foot by region
• Visits • Clicks • Likes • Sends
• Click through rate • Conversion rate • Open rate • Cart abandonment rate
• Cost per click • Cost per thousand • Cost per point • Cost per attendee
VOLUME (COUNTS) EFFECTIVENSS (RATIOS) EFFICIENCY ($)
ORGANIZATIONAL • Business Unit • Department • Owner • Agency
CUSTOMER • Segmentation • Type (new, old) • Demographics • ID
MARKETING • Funnel • P/O/E • Channel • Campaign
BUSINESS • Product • Industry • Region • Competition
OB
JEC
TIVE
S
EXECUTION • Placement • Creative • Offer • Test/control
Dis
play
Em
ail
Web
site
Eco
mm
erce
Mob
ile A
pp
SEO
SEM
Fac
eboo
k
Tw
itter
Lis
teni
ng
Lin
kedI
n
Vid
eo
TV
Rad
io
Prin
t
OO
H
Dire
ct M
ail
PR
Eve
nts
Spo
nsor
ship
Cin
ema
In-s
tore
Ret
ail
Cal
l Cen
ter
Bra
nd
Cus
tom
er
Com
petit
ive
Sal
es
Eco
mm
erce
CRM
MARKETING BUSINESS CAMPAIGN CHANNEL BUYER’S JOURNEY TOP-DOWN ANALYTICS
Start with
an objective, then find the
data • Dashboards • Scorecards
BOTTOM-UP ANALYTICS
Start with data, then find the
insights
• Ad-hoc • Visual Discovery • Correlations • Variances
MET
RIC
S /
KPI
S
@kevdod @BeckonInc
BECKON MARKETING DATA FRAMEWORK
MARKETING ACTIVITIES OUTCOMES
ONLINE OFFLINE BRAND BUSINESS
DA
TA S
OU
RCS
&
CH
AN
NEL
S D
ATA
REP
ORT
ING
C
ATE
GO
RIES
ACTIVITY METRICS (single-channel, Tactician level)
AGGREGATED METIRCS (multi-channel, manager level)
STRTEGIC METRICS (all-channel, CMO level)
• Total New Customers • Total Sales + LTV • NPS • Net Sentiment
• Engagement/Impressions ratio • Paid/Earned ratio • Aided Awareness • Share of voice
• ROMI • ROMO • Cost per new customer • Cost per point of awareness
• Impressions by Campaign • Engagement by Channel • Sales by Region • GRP’s by DMA
• E/I ratio by campaign • P/E ratio by channel • Engagement rate by agency • Likes per post by channel
• Cost per impression by campaign • Cost per engagement by channel • ROMI per business unit • Sales per sq. foot by region
• Visits • Clicks • Likes • Sends
• Click through rate • Conversion rate • Open rate • Cart abandonment rate
• Cost per click • Cost per thousand • Cost per point • Cost per attendee
VOLUME (COUNTS) EFFECTIVENSS (RATIOS) EFFICIENCY ($)
ORGANIZATIONAL • Business Unit • Department • Owner • Agency
CUSTOMER • Segmentation • Type (new, old) • Demographics • ID
MARKETING • Funnel • P/O/E • Channel • Campaign
BUSINESS • Product • Industry • Region • Competition
OB
JEC
TIVE
S
EXECUTION • Placement • Creative • Offer • Test/control
Dis
play
Em
ail
Web
site
Eco
mm
erce
Mob
ile A
pp
SEO
SEM
Fac
eboo
k
Tw
itter
Lis
teni
ng
Lin
kedI
n
Vid
eo
TV
Rad
io
Prin
t
OO
H
Dire
ct M
ail
PR
Eve
nts
Spo
nsor
ship
Cin
ema
In-s
tore
Ret
ail
Cal
l Cen
ter
Bra
nd
Cus
tom
er
Com
petit
ive
Sal
es
Eco
mm
erce
CRM
MARKETING BUSINESS CAMPAIGN CHANNEL BUYER’S JOURNEY TOP-DOWN ANALYTICS
Start with
an objective, then find the metrics/data
• Dashboards • Scorecards
BOTTOM-UP ANALYTICS
Start with data, then find the
insights
• Ad-hoc • Visual Discovery • Correlations • Variances
MET
RIC
S /
KPI
S
80%
20%
Resource Allocation
BECKON MARKETING DATA FRAMEWORK
MARKETING ACTIVITIES OUTCOMES
ONLINE OFFLINE BRAND BUSINESS
DA
TA S
OU
RCS
&
CH
AN
NEL
S D
ATA
REP
ORT
ING
C
ATE
GO
RIES
ACTIVITY METRICS (single-channel, Tactician level)
AGGREGATED METIRCS (multi-channel, manager level)
STRTEGIC METRICS (all-channel, CMO level)
• Total New Customers • Total Sales + LTV • NPS • Net Sentiment
• Engagement/Impressions ratio • Paid/Earned ratio • Aided Awareness • Share of voice
• ROMI • ROMO • Cost per new customer • Cost per point of awareness
• Impressions by Campaign • Engagement by Channel • Sales by Region • GRP’s by DMA
• E/I ratio by campaign • P/E ratio by channel • Engagement rate by agency • Likes per post by channel
• Cost per impression by campaign • Cost per engagement by channel • ROMI per business unit • Sales per sq. foot by region
• Visits • Clicks • Likes • Sends
• Click through rate • Conversion rate • Open rate • Cart abandonment rate
• Cost per click • Cost per thousand • Cost per point • Cost per attendee
VOLUME (COUNTS) EFFECTIVENSS (RATIOS) EFFICIENCY ($)
ORGANIZATIONAL • Business Unit • Department • Owner • Agency
CUSTOMER • Segmentation • Type (new, old) • Demographics • ID
MARKETING • Funnel • P/O/E • Channel • Campaign
BUSINESS • Product • Industry • Region • Competition
OB
JEC
TIVE
S
EXECUTION • Placement • Creative • Offer • Test/control
Dis
play
Em
ail
Web
site
Eco
mm
erce
Mob
ile A
pp
SEO
SEM
Fac
eboo
k
Tw
itter
Lis
teni
ng
Lin
kedI
n
Vid
eo
TV
Rad
io
Prin
t
OO
H
Dire
ct M
ail
PR
Eve
nts
Spo
nsor
ship
Cin
ema
In-s
tore
Ret
ail
Cal
l Cen
ter
Bra
nd
Cus
tom
er
Com
petit
ive
Sal
es
Eco
mm
erce
CRM
MARKETING BUSINESS CAMPAIGN CHANNEL BUYER’S JOURNEY TOP-DOWN ANALYTICS
Start with
an objective, then find the
data • Dashboards • Scorecards
BOTTOM-UP ANALYTICS
Start with data, then find the
insights
• Ad-hoc • Visual Discovery • Correlations • Variances
MET
RIC
S /
KPI
S
@kevdod @BeckonInc
BECKON MARKETING DATA FRAMEWORK
MARKETING ACTIVITIES OUTCOMES
ONLINE OFFLINE BRAND BUSINESS
DA
TA S
OU
RCS
&
CH
AN
NEL
S D
ATA
REP
ORT
ING
C
ATE
GO
RIES
ACTIVITY METRICS (single-channel, Tactician level)
AGGREGATED METIRCS (multi-channel, manager level)
STRTEGIC METRICS (all-channel, CMO level)
• Total New Customers • Total Sales + LTV • NPS • Net Sentiment
• Engagement/Impressions ratio • Paid/Earned ratio • Aided Awareness • Share of voice
• ROMI • ROMO • Cost per new customer • Cost per point of awareness
• Impressions by Campaign • Engagement by Channel • Sales by Region • GRP’s by DMA
• E/I ratio by campaign • P/E ratio by channel • Engagement rate by agency • Likes per post by channel
• Cost per impression by campaign • Cost per engagement by channel • ROMI per business unit • Sales per sq. foot by region
• Visits • Clicks • Likes • Sends
• Click through rate • Conversion rate • Open rate • Cart abandonment rate
• Cost per click • Cost per thousand • Cost per point • Cost per attendee
VOLUME (COUNTS) EFFECTIVENSS (RATIOS) EFFICIENCY ($)
ORGANIZATIONAL • Business Unit • Department • Owner • Agency
CUSTOMER • Segmentation • Type (new, old) • Demographics • ID
MARKETING • Funnel • P/O/E • Channel • Campaign
BUSINESS • Product • Industry • Region • Competition
OB
JEC
TIVE
S
EXECUTION • Placement • Creative • Offer • Test/control
Dis
play
Em
ail
Web
site
Eco
mm
erce
Mob
ile A
pp
SEO
SEM
Fac
eboo
k
Tw
itter
Lis
teni
ng
Lin
kedI
n
Vid
eo
TV
Rad
io
Prin
t
OO
H
Dire
ct M
ail
PR
Eve
nts
Spo
nsor
ship
Cin
ema
In-s
tore
Ret
ail
Cal
l Cen
ter
Bra
nd
Cus
tom
er
Com
petit
ive
Sal
es
Eco
mm
erce
CRM
MARKETING BUSINESS CAMPAIGN CHANNEL BUYER’S JOURNEY TOP-DOWN ANALYTICS
Start with
an objective, then find the
data • Dashboards • Scorecards
BOTTOM-UP ANALYTICS
Start with data, then find the
insights
• Ad-hoc • Visual Discovery • Correlations • Variances
MET
RIC
S /
KPI
S
@kevdod @BeckonInc
BECKON MARKETING DATA FRAMEWORK
MARKETING ACTIVITIES OUTCOMES
ONLINE OFFLINE BRAND BUSINESS
DA
TA S
OU
RCS
&
CH
AN
NEL
S D
ATA
REP
ORT
ING
C
ATE
GO
RIES
ACTIVITY METRICS (single-channel, Tactician level)
AGGREGATED METIRCS (multi-channel, manager level)
STRTEGIC METRICS (all-channel, CMO level)
• Total New Customers • Total Sales + LTV • NPS • Net Sentiment
• Engagement/Impressions ratio • Paid/Earned ratio • Aided Awareness • Share of voice
• ROMI • ROMO • Cost per new customer • Cost per point of awareness
• Impressions by Campaign • Engagement by Channel • Sales by Region • GRP’s by DMA
• E/I ratio by campaign • P/E ratio by channel • Engagement rate by agency • Likes per post by channel
• Cost per impression by campaign • Cost per engagement by channel • ROMI per business unit • Sales per sq. foot by region
• Visits • Clicks • Likes • Sends
• Click through rate • Conversion rate • Open rate • Cart abandonment rate
• Cost per click • Cost per thousand • Cost per point • Cost per attendee
VOLUME (COUNTS) EFFECTIVENSS (RATIOS) EFFICIENCY ($)
ORGANIZATIONAL • Business Unit • Department • Owner • Agency
CUSTOMER • Segmentation • Type (new, old) • Demographics • ID
MARKETING • Funnel • P/O/E • Channel • Campaign
BUSINESS • Product • Industry • Region • Competition
OB
JEC
TIVE
S
EXECUTION • Placement • Creative • Offer • Test/control
Dis
play
Em
ail
Web
site
Eco
mm
erce
Mob
ile A
pp
SEO
SEM
Fac
eboo
k
Tw
itter
Lis
teni
ng
Lin
kedI
n
Vid
eo
TV
Rad
io
Prin
t
OO
H
Dire
ct M
ail
PR
Eve
nts
Spo
nsor
ship
Cin
ema
In-s
tore
Ret
ail
Cal
l Cen
ter
Bra
nd
Cus
tom
er
Com
petit
ive
Sal
es
Eco
mm
erce
CRM
MARKETING BUSINESS CAMPAIGN CHANNEL BUYER’S JOURNEY TOP-DOWN ANALYTICS
Start with
an objective, then find the
data • Dashboards • Scorecards
BOTTOM-UP ANALYTICS
Start with data, then find the
insights
• Ad-hoc • Visual Discovery • Correlations • Variances
MET
RIC
S /
KPI
S
@kevdod @BeckonInc
@kevdod @BeckonInc
Objectives: A key marketing or business goal that you want to monitor and evaluate Remember to make them SMART: Specific Measureable Attainable Realistic Timely
@kevdod @BeckonInc
KPIs: key measurements that best answer the questions you must ask in order to drive your objectives. KPIs are often derived—they are aggregate counts or ratios of two or more underlying metrics.
@kevdod @BeckonInc
Metrics: the set of performance measures by which you’ll monitor and evaluate how well you’re meeting your objectives. Proper Scope: Activity, Aggregated, Strategic Proper Type: Volume, Effectiveness, Efficiency Do I have the data? • Yes – ensure it has the proper Reporting Categorization • No – how can I collect it?
@kevdod @BeckonInc
@kevdod @BeckonInc
@kevdod @BeckonInc
@kevdod @BeckonInc
@kevdod @BeckonInc
BECKON SCORECARD BUILDER
OB
JEC
TIV
EK
PI
ME
TR
ICS
DEFINITIONS:Objective: Key marketing or business objective to be monitored or evaluated. Can be organized into a linear process (e.g., Buyers Journey) or a theme (e.g., Annual Marketing Goals or Campaign Performance).
Tip: State key marketing or business objectives in the form of a question.
Key Performance Indicator (KPI): The one metric that best describes the performance of the objective in question.
Metrics: The set of performance measures by which an objective is evaluated.
Types include:
• Top-level Metrics: Return on marketing objectives (ROMO) and return on marketing investment (marketing ROI)
• Volume Metrics: Impression and engagement volume, total sales and other outcomes.
• Effectiveness Metrics: Awareness, engagement, engagement rate, outcome, and conversion rate.
• Efficiency Metrics: Cost per impression, cost per engagement and cost per outcome.
Beckon Proprietary and Confidential. Contact [email protected] for more information.
STRATEGY 1: Organize around Business and Brand Objectives
Increase LTV 10% Among Males 11-17
Grow Sales in China by 5%
Be an industry Thought Leader
Increase Share of Wallet by 5%
• Take cues from the business and its objectives • Doesn’t require a connection between the objectives • Make sure they are all at the same “level” – strategic, tactical
Different options for organizing a scorecard
@kevdod @BeckonInc
BECKON SCORECARD BUILDER
OB
JEC
TIV
EK
PI
ME
TR
ICS
DEFINITIONS:Objective: Key marketing or business objective to be monitored or evaluated. Can be organized into a linear process (e.g., Buyers Journey) or a theme (e.g., Annual Marketing Goals or Campaign Performance).
Tip: State key marketing or business objectives in the form of a question.
Key Performance Indicator (KPI): The one metric that best describes the performance of the objective in question.
Metrics: The set of performance measures by which an objective is evaluated.
Types include:
• Top-level Metrics: Return on marketing objectives (ROMO) and return on marketing investment (marketing ROI)
• Volume Metrics: Impression and engagement volume, total sales and other outcomes.
• Effectiveness Metrics: Awareness, engagement, engagement rate, outcome, and conversion rate.
• Efficiency Metrics: Cost per impression, cost per engagement and cost per outcome.
Beckon Proprietary and Confidential. Contact [email protected] for more information.
STRATEGY 2: Organize Around Key Initiatives or Campaigns
FIFA World Cup Campaign
New Product Launch Back to School Holiday 2014
• Think of it as consolidated campaign reporting • Allows the easy comparison of similar types of objectives • Doesn’t require a connection between the objectives
Different options for organizing a scorecard
@kevdod @BeckonInc
STRATEGY 3: Organize Around The Buyer’s Journey
Different options for organizing a scorecard
@kevdod @BeckonInc
@kevdod @BeckonInc
@kevdod @BeckonInc
Good luck!
But know that Beckon is always here to help.
• Built by marketers, for marketers • Intuitive software + expert guidance • We work with amazing brands in many segments, so we
benefit from the wisdom of the [CMO] crowd
And we will send you all…
@kevdod @BeckonInc
1. A copy of the slides from this webinar (plus a link for future viewing)
@kevdod @BeckonInc
BECKON MARKETING DATA FRAMEWORKOB
JECT
IVES
METR
ICS/
KPIS
DATA
REP
ORTI
NGCA
TEGO
RIES
DATA
SOU
RCES
& CH
ANNE
LS
ONLINE OFFLINE
MARKETING ACTIVITIES OUTCOMES
BRAND BUSINESS
BUSINESS MARKETING CAMPAIGN CHANNEL BUYER’S JOURNEY
STRATEGIC METRICS(all-channel,
CMO level)
TOP-DOWN ANALYTICSStart with a goal,
then find the data.
• Scorecards
• Dashboards
BOTTOM-UP ANALYTICS
Start with data,then find the insights.
• Ad-hoc analysis
• Auto correlation
• Variances
VOLUME (COUNTS) EFFECTIVENESS (RATIOS) EFFICIENCY ($)
AGGREGATED METRICS(multi-channel,manager level)
ACTIVITY METRICS(single-channel,tactician level)
• Total new customers• Total sales• NPS• Net sentiment
• Engagement/Impressions ratio• Paid/Earned ratio• Aided awareness• Share of voice
• ROMI• ROMO• Cost per new customer• Cost per point of awareness
• Impressions by campaign• Engagement by channel• Sales by region• GRPs by DMA
• E/I ratio by campaign• P/E ratio by channel• Engagement rate by agency• Likes per post by channel
• Cost per impression by campaign• Cost per engagement by channel• ROMI per business unit• Sales per square foot by region
• Visits• Clicks• Likes• Sends
• Click-through rate• Conversion rate• Open rate• Cart abandonment rate
• Cost per click• Cost per thousand• Cost per point• Cost per attendee
MARKETING
• Funnel• P/O/E• Channel• Campaign
BUSINESS
• Product• Industry• Region• Competition
ORGANIZATIONAL
• Business unit• Department• Owner• Agency
CUSTOMER
• Segmentation• Type (new, old)• Demographics
EXECUTION
• Placement• Creative• Offer• Test/Control
Beckon Proprietary and Confidential. Contact [email protected] for more information.
Display
Web
site
E-com
mer
ce
Mobile
App
SEOSEM
Face
book
Twitt
er
List
enin
g
Link
edIn
Video TV
Radio
OO
H
Direct
PR
Event
s
Sponsors
hip
Cinem
a
In-S
tore
Retail
Call C
ente
r
Brand
Custo
mer
Compet
itive
Sales
E-com
mer
ceCRM
2. The Beckon Marketing Data Framework
@kevdod @BeckonInc
CHANNELDATA SOURCE(APPLICATION, AGENCY, REPORT) OWNER PRIORITY
UPLOADFREQUENCY
MARKETING ACTIVITIES - ONLINE
Website
Microsite
Blog
E-commerce
Display
Video
Mobile
Paid Search (SEM)
SEO
Social Platform
Paid - Facebook
Paid - Twitter
Paid - LinkedIn
Owned - Facebook
Owned - Twitter
Owned - Pinterest
Owned - LinkedIn
Owned - YouTube
Owned - Instagram
Earned - Social/Listening
Other
MARKETING ACTIVITIES - OFFLINE
TV
Radio
Sponsorships
OOH
Direct Mail
PR
Events
In-Store
Retail
Catalog
Cinema
Trade/Co-Op
Call Center
Other
BUSINESS OUTCOMES
Sales
E-commerce
CRM
Other
BRAND OUTCOMES
Brand Research
Competitive
Customer
Other
BECKON DATA SOURCE WORKSHEET
Beckon Proprietary and Confidential. Contact [email protected] for more information.
3. A Blank Data Source Worksheet
@kevdod @BeckonInc
4. A Sample Marketing Performance Scorecard
@kevdod @BeckonInc
BECKON SCORECARD BUILDERO
BJE
CT
IVE
KP
IM
ET
RIC
S
DEFINITIONS:Objective: Key marketing or business objective to be monitored or evaluated. Can be organized into a linear process (e.g., Buyers Journey) or a theme (e.g., Annual Marketing Goals or Campaign Performance).
Tip: State key marketing or business objectives in the form of a question.
Key Performance Indicator (KPI): The one metric that best describes the performance of the objective in question.
Metrics: The set of performance measures by which an objective is evaluated.
Types include:
• Top-level Metrics: Return on marketing objectives (ROMO) and return on marketing investment (marketing ROI)
• Volume Metrics: Impression and engagement volume, total sales and other outcomes.
• Effectiveness Metrics: Awareness, engagement, engagement rate, outcome, and conversion rate.
• Efficiency Metrics: Cost per impression, cost per engagement and cost per outcome.
Beckon Proprietary and Confidential. Contact [email protected] for more information.
5. Build-Your-Own Performance Scorecard Worksheet
@kevdod @BeckonInc
Proprietary and Confidential 105
Kevin Dodson VP Data Strategy
Beckon @kevdod @BeckonInc
Tina Moffett Customer Intelligence Analyst
Forrester Research @vmoffett @Forrester
Proprietary and Confidential 106
Thank you