DATA SHEET IBM Unica And Cincom Synchrony A Smarter .

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DATA SHEETSmarter Commerce for Smarter CustomersToday’s customers are deciding when andwhere the buying process begins, when itends, who will be part of it, what order itwill follow and how all elements in thechain—market, buy, sell and service—willbe linked. It’s a new way of doing business.According to IBM: “Smarter commerceplaces the individual customer at the centerof a business’s attention. It optimizes supplyand demand, driven by insights that arecontinuously replenished by the flow ofinformation—from both commercial andsocial traffic—on an instrumented andinterconnected planet. Each individual’s datais the key to connecting the value chain to thecustomer. This data is helping leading-edgebusinesses to understand and predictcustomer needs—and to orchestrate partnersand suppliers in greater responsiveness tochanges in buying behavior.”IBM’s Smarter Commerce seeks to help: Maximize the insight generated throughcustomer interactions Capitalize on social and mobile commerce Drive growth by enhancing, extendingand redefining the value provided Improve collaboration and visibility forcustomers and partners Increase margins by boosting efficiencyat every stage of the commerce cycle Synchronize the value chain to deliverconsistent and predictable outcomesIBM Unica andCincom Synchrony :A Smarter PartnershipIntegrating Marketing, Sales and Service to DeliverSmarter InteractionsBuyServiceSmarter CommerceMarketSellThese objectives are achieved by focusingon the following three elements:Customer InsightPredicting and driving customer loyaltythrough social and business intelligenceintegrated into systems with datamanagement capabilities.Customer Value StrategyOptimizing customer and supplierinteractions to improve orderfulfillment processes.Customer and Partner EngagementCreating for customers and their partnersthe ability to anticipate behavior and deliverflawless customer service across all channelsfor a differentiated customer experience.Given the rise of new generations of empowered and digitally literatecustomers, it’s clear that the world’s technology has to become as smart asthe individuals who are now driving it. Fortunately, it can. Cincom’sCustomer Experience Management initiative is focused on helpingcompanies consistently deliver experiences that not only build your brand,but are valuable to both your customers and your organization. CincomSynchrony guides smarter interactions that deliver optimal customerexperiences and organizational outcomes. In the contact center and acrossother customer-facing channels, Synchrony leverages insights about eachcustomer in the context of each interaction, and provides intelligentguidance to deliver the “designed” experience. This aligns with andsupports IBM’s initiative of “the age of the customer.”S I M P L I F I C AT I O N T H R O U G H I N N O VAT I O N

2The IBM and Cincom partnership is one example of how newtechnology is uncovering and addressing the vast inefficiencythroughout the entire value chain for all types of companies.With the goal of delivering personalized, relevant interactionsacross all channels in real time, IBM and Synchrony nowprovide an integrated solution that addresses thesechallenges. Together IBM Unica Intelligent InteractionMarketing Solution and Cincom’s Synchrony IntelligentInteraction Guidance Solution provide the key to successfulmarketing, sales and service. Whether targeting thousandsor millions, the Unica/Synchrony solution can deliver theright message to the right customer in real time. Togetherthey can quickly and cost-effectively design, execute andmeasure customer-driven communications strategies acrossall channels—online and offline.Unica: Intelligent Interactive MarketingBuyServiceSmarter CommerceSellMarketMarketMarket: SmarterCommerce uses customerinsight—deep insightsabout customers—gleanedin large part from theglobal conversations takingplace online—to delivertimely and personalizedengagement acrossmultiple touch points.– IBM, Smarter CommerceIBM Unica is a leader in marketing software solutions. Unica’sunique interactive marketing approach incorporates customeranalytics, web analytics, cross-channel execution andintegrated marketing operations. Unica software streamlinesthe entire marketing process from analysis and planning toproject management, execution and measurement.Unica’s marketing automation solution provides companieswith greater ability to launch targeted cross-channelcampaigns by using customer data. By analyzing customerinformation to predict behavior and utilizing this rehensivedata to identifyopportunitiesand predictmarketingoutcomes.Determine thebest messageto extend inoutbound andinboundmarketingchannels.Deliver highlyrelevantmarketingmessages andretain a corporatememory ofinteractions.Integrated Marketing OperationsFacilitates collaboration and cross-channel planning,design, execution and measurement.to launch targeted marketing campaigns, companies canboth personalize interactions with their customers andincrease the relevancy and timing of their offerings.There are two components of the Unica solution specificallydesigned to support cross-channel and real-time interactions:Unica Campaign and Unica Interact.Unica Campaign allows you to speak directly to eachindividual customer with just the right message. Bytracking and honing customer preferences, UnicaCampaign can help plan, design, execute, measure andanalyze cross-channel, personalized marketing campaigns.Unica Campaign provides: A flowchart-based user interface to manage acampaign’s logic including audience segmentation,exclusions, offers and channels A central repository for use, re-use and tracking ofcampaign building blocks Interaction history of offers made and presented,campaign details, responses and non-responses The ability to schedule multiple campaigns accessingdata from multiple sources with outputs in all formats Report and analysis of campaigns

3Unica Interact provides the ability to determine the rightmessage to present to inbound marketing channels in realtime. Whether the customer interaction is on the web, in acall center, face-to-face, or chat, Unica Interact’s behavioraltargeting analysis delivers the optimal marketing message.Unica Interact provides: Self-learning and arbitration capabilities for determiningthe best offer or message to present to each customer The ability to integrate inbound and outboundmarketing campaigns into a single technology platformBenefits:Cross-Channel Offers Lifecycle Management Benefit: Efficient handling and serving of marketing “calls toaction” offers leads to faster effective marketing initiativesIntelligent Marketing Capabilities/Next Gen Web Analytics Benefit: Optimal leverage of web data; effectively mixingprescriptive with predictive offers in the appropriate channelresulting in marketing program lift and higher revenuesMarketing Performance Optimization Benefit: Helps determine which initiatives are working andsupports shifts to the areas with highest return on investmentUnica’s focus is to help organizations deliver marketingmessages that are so relevant that they are perceived as aservice to their customers.

4Synchrony: Intelligent Interactive Sales andService GuidanceBuyServiceSmarter CommerceSellSellMarketSell: Smarter commerceenables customers andpartners engagement sothey can shop, exchangeinformation andcollaborate across all touchpoints, spanning human,digital, social and mobilemodes of access that areoptimized according totheir preferences.– IBM, Smarter CommerceService: Smarter commerce enables flawlesscustomer service across all customer interactionsand anticipates their behavior and takes action tokeep them loyal. IBM, Smarter CommerceSupported by a robust and highly flexible platform of IBMtechnologies, Synchrony is a powerful software applicationspecifically designed to help organizations providesmarter, streamlined experiences that deliver intendedresults, even for complex, cross-channel interactions thatutilize multiple back-end applications.The centerpiece of the solution is real-time intelligentguidance that automatically displays the informationemployees need and directs them to give every customerpersonalized attention. Cincom Synchrony provides: Real-time intelligent guidance – Intelligent guidancewalks employees through every step of even the mostcomplicated interactions, enabling them to respondquickly with personalized answers, recommendationsand offers, basing the suggestions on the context of theinteraction, automatically in real time. Single, holistic customer view – Synchrony instantlypresents employees with a single view of customer datafrom multiple information systems, including Unica andother supporting applications. Information is presenteddynamically, so employees never have to toggle backand forth among multiple windows. Seamless, cross-channel continuity – Synchrony offers asingle interface for all customer interaction channels,including phone, face-to-face, e-mail, IM/chat, fax andthe web. During every interaction, employees can seethe customer’s complete interaction history to guide thecurrent interaction. Enterprise mash-ups –Synchrony not only pulls datafrom backend systems, it pushes new information backand automatically delivers the data to the correct systemwithout employee intervention.Guidance and PersonalizationContext and OrchestrationAutomation and r Experience and Operational Metrics and Management

5ExpeditorSynchrony, Thin clientWeb browserSynchrony, Thin clientWebSphere portalSynchrony, Thin clientNetwork/CloudWebSphere application serverClient messaging yrepositoryrepositoryand others)others)(DB2(DB2 andInteraction servicesChannelsInteractionengineSynchrony application serverOrchestration and context etDocsgeneratorActors ncesuiteFileNetUnicaIBM casemgrOrg externaldataInfoSphereMDM serverLegacy systemsCincom/IBM Architecture Personalized follow-up – Synchrony tracks the results ofevery interaction, prompts and escalates follow-upactions and automatically generates personalizedcorrespondence, documents and offers. Reporting and analytics – Synchrony gives decision-makerscomplete visibility into staff performance, with metricsthat align with specific goals.By personalizing each interaction and guiding employeesto deliver relevant recommendations, Synchronystrengthens customer relationships while reducing costs.Benefits:Real-time Intelligent Guidance Benefit: Serves up the right information to sales and serviceemployees at exactly the right time resulting in acomprehensive yet cost-effective solution for deliveringsmarter customer interactionsA Single View of the Customer Benefit: Ensures a seamless and continuous experience,regardless of touch point or channelDynamic Interaction Flow and Process Automation Benefit: Turns every employee into an expert resulting inhigher customer satisfaction, lower costs and higheremployee productivityUnica and Synchrony: Providing IntelligentInteractive Customer ExperiencesToday’s customers are more sophisticated and demandingthan ever, yet they still crave the intimacy of personalcustomer care. They want to view your organization as oneseamless entity, almost as if they have their own personalconcierge who knows and understands everything aboutthem. The challenges in this include the ability to: Work consistently and reward interactions and presentoffers in real time regardless of the channel Provide a consistent experience across all channels Present offers to online visitors based on insightslearned during interactions Manage inbound and outbound interactions with littleIT involvement Apply best practices from outbound interactions toinbound interactions and vice versaThe Unica/Synchrony solution makes this possible.Unica tracks, captures and analyzes customer data in real timein order to predict behavior and honor preferences. Thisprovides the ability to launch targeted marketing campaigns,personalize interactions and increase the relevancy of offers.

6Synchrony delivers real-time access to the complete customersales and service interaction history and analytics based on thecurrent sales and service interaction across any channel. Thisprovides the ability to guide smarter interactions, deliveringthe right information to the right customer at the right time.Together they can deliver a complete solution thatencompasses the entire customer value chain.Two Solutions Working United as OneSynchrony will retrieve profile and history information on theindividual who is the target of the interaction as well asrelevant campaign details to begin personalization of theinteraction and drive dynamic guidance decisioning. Duringthe interaction, if there is an offer to be made, Synchronyobtains Unica’s initial scored offers. (Synchrony then furtherrefines this offer with added information available fromsources available to Synchrony that may not be availablefrom Unica’s repository.)When appropriate, Synchrony can deliver back to Unica thisadded information in order to use and extend Unica’scapability to accept updated session information andprovide a dynamic re-scoring of the offers. Additionally,during the interaction, any new or updated information thatis captured will be delivered back to Unica’s repository foranalysis and segmentation.Here’s how it works: Synchrony accesses Unica customer profile/historyinformation to guide the customer interaction Synchrony presents Unica offers (Interact) to client at themost appropriate time Synchrony sends outcomes/new-customer insights backto Unica Outreach – Unica sends targeted leads and offersto Synchronyo Unica drives leads from a proactive, high-targetedmarketing campaign (to high-value customers or forhigh-value offers) or as a follow-up to customer action(request for a call, download, etc.)o Synchrony returns outcomes and new insights back to Unica

7 Inbound (Sales or Customer Service) – Synchronyreceives an interaction from a customer (phone, e-mail,web chat, fax, SMS, face-to-face or self-service, etc.)o Synchrony accesses Unica customer profile/historyinformation to guide interactiono Synchrony presents Unica offers (Interact) to client atthe appropriate timeo Synchrony obtains other customer profile data in realtime (segment, level, score, etc.) and uses that info todrive guidanceo Synchrony sends outcomes/new-customer insightsback to Unica Unica sends outbound e-mail campaign (also sends infoto Synchrony)Together the Unica/Synchrony solution provides thefollowing customer benefits: Improve the customer experience resulting in increasedloyalty and advocacy Leverage investments in inbound channels resulting inincreased profitability Maintain a single dialogue with customers across allchannels resulting in lower costs and greater efficiencies Leverage centralized decisioning enablingcross-channel marketing Improve campaign targeting for increased responserates and business resultsTo win customers by serving them based on intimateknowledge of their individual wants and needs is howmany companies are already applying smarter commerceacross their value chain.About IBM UnicaUnica’s advanced set of enterprise marketing managementand on-demand marketing management and on-demandmarketing solutions empowers organizations andindividuals to turn their passion for marketing into valuablecustomer relationships and more profitable, timely andmeasurable business outcomes. More than 1,000organizations worldwide depend on Unica for theirmarketing management solutions.Unica is headquartered in Waltham, Massachusettswith offices around the globe. For more information,visit www.unica.com.About Cincom SynchronyCincom Synchrony’s contact center capabilities bringinteraction optimization into the contact center throughphone, e-mail and chat interactions, and then extendsthose interactions by guiding the customer experiencerepresentatives or customers through an end-to-endinteraction that is personalized and delivered as designed.Synchrony further extends the interactions optimization tothe field sales and service forces and to the store floorsales associates.Since 1968, Cincom has helped thousands of clientsworldwide by solving complex business problems with itssoftware and services. Cincom is an IBM Premier BusinessPartner and has been integrating IBM technologies andleveraging IBM services for over 10 years.For more information about how Cincom Synchrony enablessmarter interactions, visit http://synchrony.cincom.com, orcall Brian Flagg at 1-651-592-1590 or 1-800-2CINCOM.

Cincom, the Quadrant Logo, Synchrony and Simplification Through Innovationare trademarks or registered trademarks of Cincom Systems, Inc. All othertrademarks belong to their respective companies. 2011 Cincom Systems, Inc.FORM SYUS1201002 12/11Printed in U.S.A.All Rights ReservedWorld Headquarters Cincinnati, OH USAUS 1-800-2CINCOM (1-800-224-6266) International 1-513-612-2769Fax 1-513-612-2000 E-mail info@cincom.com www.cincom.com

– IBM, Smarter Commerce IBM Unica is a leader in marketing software solutions. Unica’s unique interactive marketing approach incorporates customer analytics, web analytics, cross-channel execution and integrated marketing operations. Unica software streamlines the entire marketing process from analysis and planning to

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