Customer analytics software - Quiterian

Customer AnalyticsAll your data integrated in just one place

2

Customer Analytics

Contents

1. Data Sources 4 2. Data Exploration & Visualization 5 3. Data Enrichment / Data Cleansing 7 4. Analytics Data Mining 8 5. Dashboards 11

6. Mobile 12

7. Segmentation / Data Selection 13

8. Campaign Workfl ow 14

9. Process Automation 16

10. Import / Export 17

11. IAA´s Cases

A. Churn Analysis 18 B. Cross Selling 19 C. Forecast 20 D. Improve Campaign Effi ciency 21 E. Recency, Frequency, Monetary Value (RFM) 22 F. Social Media 23 G. Web Analytics 25 12. Engagement Process 26

3

Customer Analytics

“Before Quiterian, extracting and analyzing information used to take a considerable amount of time of our technical experts, and as a consequence we were not providing the appropriate service. Quiterian gave autonomy and fl exibility to our marketers. Now they obtain detailed customer knowledge, behavior patterns and movement predictions, quickly and easily.”

Francisco MagariteGeneral Director and IT and Corporate Services ResponsibleInversis Bank

4

Customer Analytics

ERP Adserver

DemographicsCRM

Web

Other Data Sources

Social Media

es

1. Data Sources

Quiterian Analytics integrates in a single platform all data from diff erent sources, and provides instantly a complete view of customers.

5

Customer Analytics

2. Data Exploration & Visualization

Displays information of the selected object. It is very useful for viewing a breakdown of the data, for selecting records and exporting them to other applications like MS Excel.

Frequency Representation

Summarises a fi eld by categories and also shows the percentage of the total value that each category accounts for in this fi eld.

Values charted - Columns

Shows all the values of the fi eld being explored, and the categories and records that each of them contains. Allows to search and select values.

Statistics

Used when exploring numeric fi elds. Displays statistical values such as: maximum, median, minimum, mode, sum, among others.

6

Customer Analytics

2. Data Exploration & Visualization

Representations

Provides a graphic view of the categories of the fi eld that are being explored.

Data Tree

Provides a graphic view of the categories that are beign explored. Allows to display data, perform searches and organize information.

Data Quality

Displays information in detail of the selected table, object or segment (records, summary, discreet values, graphics, statistics and numeric frequencies).

7

Customer Analytics

Aggregates

Allows to group information from a detailed table to its aggregated parent table.

Decodes

Allows to decode the information in new fi elds, transform codes into descriptions, group diff erent records into the same category value, normalize decodes.

Numeric Ranges

Allows to create new fi elds converting a continuously distributed variable into a categorical variable. It creates intervals from a numerical variable.

Expressions

Allows to generate new fi elds calculated through functions and operations based on other fi elds of the database.

Quantile Ranges

Allows to generate new fi elds converting a continuously distributed variable into a categorical variable. It creates intervals with the same number of records in each interval.

Parametric

Allows to create a new column consisting of query-based values. These queries can be formulated with values or fi elds belonging to any table in the database as long as the tables are properly linked.

3. Data Enrichment & Data Cleansing

Allows to create new fi elds, and enriches the original data set so it can be more handy to the user.

8

Customer Analytics

4. Analytics & Data Mining

Quiterian puts advanced and predictive analytics techniques into practice in a very simple and intuitive way. It helps you obtain instantly high-value business insights, speed up the strategic decision making, gain self-suffi ciency and improve your capability to anticipate.

Venn Diagram

Combines two or more segments to fi nd connections, exclusions or vice versa.

You can examine the customers who have bought diff erent categories of products and search for cross-selling opportunities.

Data Profi le

Draws a profi le with records chosen in the data tree.

It is useful for drawing customers’ profi les based on their main features and behaviors, and based on other relevant variables.

Forecasting

Allows to adapt easily to any changes, trends and seasonal patterns.

Helps to predict the monthly volume of sales or to anticipate to the number of orders over the next months.

9

Customer Analytics


Decision Tree

Algorithm used for classifi cation. The algorithm‘s knowledge grows up as we train it, so it will be able to understand the classifi cation rules, and map out those learned rules to the entire data universe in order to obtain a possible future classifi cation. The fi nal result is a discrete value representing the chosen classifi cation.

It can help you fi nd the best products to recommend to your customers.

Clustering

It´s a method used to group the records that have similar values.

Helps to classify your web visitors or prospects according to their attributes.

Mapping

Allows to represent through a map divided in polygons or areas, the value of a function according to a range of colors.

It can show the geographical nature of churners or the areas where specifi c products are sold the most.

10

Customer Analytics


Pivot Table

Freely cross diff erent fi elds. The results will be shown in graphics and dynamic tables.

It can help you discover the net benefi t that each group of orders can generate.

Pareto - 80/20 Law

This analysis allows you to prove/test Pareto’s theory 80-20 with available data.

You can quantify the performance of current’s customers and measure how effi cient the business is.

Evolution

It shows specifi c categorical variable in diff erent scenarios or according to diff erent values, and the evolution of the variables over time.

It helps you to examine how sales of some product families evolve over a period of months.

11

Customer Analytics

Designing a dashboard from scratch takes just a few minutes. You can have in the same analysis a group of diff erent indicators, in order to obtain instantly key business information:

Cylinder

Indicator that shows the volume of a cylinder depending on the data that represents.

Cone

Displays simplifi ed data in graphic form in several segments. Each one represents a group of data.

Speedometer

Displays the data in graphic form using a speedometer that moves within a circular range to indicate whether the data is within the defi ned limits.

Equalizer

Indicator that uses a colour bar display to show if the data are within established parameters.

Led

Displays data graphically using a bubble that changes colour based on the limit area where the value it represents is to be found.

5. Dashboards

Quiterian’s indicators and dynamic dashboards are very usefull for showing, presenting, publishing and distributing information. They can be created from zero with the results given by analysis, data model, organization’s needs, and many other sources.

12

Customer Analytics

6. Mobile

Quiterian Mobile is a web application that runs in computers and mobile devices. It displays analysis from Quiterian Analytics, both charts and tables.

1. Folder and graphics management

You can create a folder, delete it, publish a new analysis, and export into PDF fi les.

Modify each graphic according to the size, values, lables, and legend of your preference.

2. Give Permissions

Determine the level of access for each user.

Only the Administrators can perform this action.

3. Easy Access from any Mobile Device

You will have immediate access to your published analysis just by accesing an URL. With just one click you will be able to easily interact with your graphics.

13

Customer Analytics

7. Segmentation & Data Selection

Quiterian Analytics identifi es and extracts records graphically -individually or in groups-, applies complex conditions, and combines data in tables that are not directly linked.

Complex segmentation

Build complex and parametric queries using an intuitive and graphic interface. You can perfom advanced segmentations just in seconds with all your customer data.

Visual segmentations

Classify your data base, obtain discreet values, generate new customer groups, combine segments, fi lter them according to diff erent categories, and a lot more. All with just a drag & drop that will provide you a precise and visual segmentation.

14

Customer Analytics

8. Campaign Workfl ow

Campaign Workfl ow is Quiterian Analytics’s module for integrated management of all the stages in a marketing campaign. It provides a 360º vision of customers/suppliers/staff , in order to analyze responses better and help you make the right decisions.

Campaign Creation

You can easily create and manage your campaigns, shedule the actions and steps to be taken, grant permissions to the users involved on each stage, defi ne the strategy and the target.

Control your records, random sampling, Robinson exclusions, duplicates, marketing codes, and much more.

Defi ning actions for every stage

Defi ne fast the workfl ow of your campaigns, the stages it will have and in which order.

On each stage you can establish the users that will have access to your campaign and the actions that they must perform.

15

Customer Analytics

8. Campaign Workfl ow

Results evaluation

Identify instantly the micro-segments with the best responses. Analyze the results in depth and discover hidden patterns and trends.

You can use that knowledge to improve the effi cieny in future campaigns.

Campaign Schedule Visualization

Get a glance view of the campaign plan in a time line for a better perspective of the actions established.

16

Customer Analytics

9. Process Automation

Quiterian Analytics gives you the possibility of automating your campaigns, optimize their results, systematize the launching process and make a collaborative environment that will help you increase eff ectiveness, effi ciency and reduce costs.

Defi ning Workfl ow

Establish actions and roles. When an action is triggered by an event or date, all participants intervene in the process according to plan, and help others move forward to the next stage.

Scheduling tasks

The tasks planner allows you to bookmark the main actions that must be performed, based on certain events ocurred, and distribute it to the organization according to the security criteria established.

17

Customer Analytics

10. Import / Export

This highly functional module specially designed for bringing intuition and usability to your business users, helps to load data from Access or text fi les, export it and establish relations between tables for building the data model.

Import

With the “Import module” Access or text fi les can be uploaded in the analytical database so it can be enriched with external data like geographical or information from a population research.

Export

The “Export module” creates new tables in the analytical database from the existing ones, focusing on the analysis and/or using them as temporary tables during the analysis. All can be exported to an external CSV text fi le.

18

Customer Analytics

1. With Venn diagram is very easy to detect customers that were highly active in the past but not so much (or at all) at the present.

2. The Decision Tree helps you obtain knowledge from a group of churners, and will it to a group of current customers, so that their retention rate can be increased.

3. Once a new classifi cation on the database has been created, it can be used to make a very accurate segmentation of current customers.

You can easily analyze the loyalty level of customers and their propension to leave.

A) Churn Analysis

11. Instant Advanced Analytics Cases

19

Customer Analytics

1. By dragging and dropping the customers database, you can see customers who bought only one type of products, customers who bought others categories, and customers who have not bought at all.

2. You can also add a new segments and detect new opportunities.

3. With just one click, you can identify customers that represent a potential selling opportunity and now you can make more a customized campaign for them.

B) Cross Selling

Instant Advanced Analytics Cases

20

Customer Analytics

1. It´s very simple to calculate the projection of a time series with Quiterian Analytics.

You only have to drag the table that contains the historical information. In this case, it´s the sales transactions.

2. Then you can perform a pre-calculation to fi nd out if the available data is going to produce a reliable result or not.

3. The system will calculate based on the number of projections selected and also considering the seasonability of the time series.

C) Forecast


21

Customer Analytics

1. One of the most useful tools of Quiterian Analytics is the Decision Tree. It uses a C 4.5 algorithm to learn from a specifi c group of data (people who buy software, how are they?) and then applies this knowledge to another group (customers who only buy hardware).

2. It applies the output of the calculation to make a much proper segmentation of customers, based on the group that is working on the specifi c goal established.

D) Improve Campaign Effi ciency


22

Customer Analytics

E) Recency, Frecuency, Monetary Value (RFM)

1. Forecast your sales in the next 10 months:

Detect that there is going to be a decrease in your sales and therefore you have to react before that happens.

2. Create an RFM Analysis immediately:

RFM classifi cation of your active customers (23.38 % of our customers are considered very good customers).

3. Apply a decision tree algorithm to fi nd out the best target out of non active ones.

Inferring the RFM Classifi cation to you potential target.


23

Customer Analytics

1. Wouldn’t it be nice to compare the number of followers of your accounts to your competitor’s? To do that you just have to click on the pre-defi ned analysis of Quiterian Analytics to see it done.

2. You can see the followers of all your accounts and also your competitors’, day by day.

3. You can also have a chart to understand this information in an easier way.

F) Social Media: Twitter followers


24

Customer Analytics

Social Media: other analysis


1. Most used sources.

2. Sentiment / infl uence matrix.

3. Most active accounts. Activity by hour and language.

25

Customer Analytics

1. You can easily verify the eff ectiveness of a marketing campaign with Quiterian Analytics. All you have to do in just one click and you will have a pre-defi ned analysis that performs this for you.

2. On one side you can see all you customers target, and also the total target of the campaign -in this case is around 39.000- and the ones who have visited.

In this case there are more visits from outside the campaign than from in it, so you can conclude that there is a need to improve the segmentation for future campaigns.

3. You can also see the campaign eff ectiveness by states.

G) Web Analytics


26

Customer Analytics

12. Engagement Process

If you want to be more competitive, with Quiterian you can get immediate valuable business insights including key predictions to sell more, being more effi cient and more agile.

1. Decide the model

A. Quite4me Saas Cloud: Customer Analytics as a Service.

B. On premise

Adserver

Web

Social Media

Demographics

Customized fi lter

CRM ERP Public Cloud

Adserver

Web

Social Media

Demographics

Customized fi lter

Intra fi re-walls

CRM ERP

Public Cloud

Private Cloud

Intra fi re-walls

27

Customer Analytics

2. Decide the Data Sources

Social Media, CRM, ERP, web analytics, and many more.

3. Decide the Users

Manage users, establish security levels and organize users in the repository. In an environment integrated with LDAP, this procedure will never disturb objects from the active repository that they are linked to.

4. Decide Security & Privacity

Manage the access to objects or contacts in the database, control the privileges on users’ functionalities, manage password’s policies and perform maintenance actions. Ensure a secure access to the information and a total protection of confi dential corporate data.

Engagement Process

28

Customer Analytics

5. Trainning

Three sessions of trainning with our experts.

6. Go live

Fast and easy.

7. Support

Constant support from our experts when ever you need it.

Engagement Process

[email protected] www.quiterian.com

US HEADQUARTERS - Quiterian Miami2655 LeJeune Road, Suite 810Coral gables, FL 331341-306-442-4890

QUITERIAN BARCELONA C/ Frederic Mompou 5, Edif. Euro 3, Planta 3ªE-08960 Sant Just Desvern (Spain)+34 93 371 44 70

EUROPE HEADQUARTER -

Customer analytics software - Quiterian

Technology

Transcript of Customer analytics software - Quiterian