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GROW CUSTOMER VALUE WITH

and

We blew away email goals towards the

end of last year with replenishment

and cart abandonment. Email and retention have been the rock stars of our marketing program, so we’re excited

about where things will go from here.

-Jeff McRitchie, VP of Marketing, MyBinding

“”

PA G E 1

Windsor Circle is the fastest, most reliable way to get eCommerce data into

Salesforce Marketing Cloud.

Windsor Circle is a long-term committed

partner and Innovation Award winner.

Leading retailers like

use Windsor Circle and Salesforce Marketing Cloud to grow

customer lifetime value and increase customer retention.

Windsor Circle is a Predictive Lifecycle and Retention Marketing Platform. We help retailers grow customer

lifetime value and increase customer retention. We power predictive, personalized and automated marketing

programs through the entire lifecycle, including browse abandonment, cart recovery, post-purchase, product

replenishment, loyalty, and win-back campaigns.

Our clients see an average of 10x ROI and 17% lift in retention rates after 12 months. We have the industry’s only

guaranteed, enterprise grade data integration between eCommerce Platform and Salesforce Marketing Cloud.

Our platform includes a retention analytics suite, custom segmentation and behavioral tracking to build rich

consumer profiles.

Fast Growing, Well-Resourced & Global:• Founded in 2011• Over 300 retail clients internationally• Over $9MM+ in venture funding• Winners of Google Demo Day, 2014• Headquartered in Durham, NC

We wear green pants. Want to know why? Visit WindsorCircle.com/GreenPants

We’re thrilled to see a 25x ROI from our data-driven marketing campaigns, powered by Windsor Circle.

– Ben Kirshner, CEO CoffeeForLess.com

®�

“ ”PA G E 2

Windsor Circle clients are driving more revenue, increasing engagement, and retaining more

customers with data-driven lifecycle marketing. The results speak for themselves.

Visit WindsorCircle.com/RealResults to read our clients’ case studies.

ROI & Retention Results

Client Case StudiesWhere others make claims, we present the facts. Read about the real results our clients are

proudly and publicly stating, driven by Windsor Circle: WindsorCircle.com/RealResults

Increase in Repeat Customers73% 50x ROI

Decrease in Churn

The Engagement 72%4x

We’re the only ones with an installation

guarantee: we'll work with you to establish a

mutually agreed upon timeline for integration.

10X

Within 12 months of signing up, our clients

see 10x ROI and 17%+ Retention Rate Lift.

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L’Oréal teamed up with Windsor Circle to present

“The New Black in Retail: CLV” at Salesforce Connections.

Click to view the video

Retailers who leverage purchase history and behavioral data to truly know their customers are

more likely to keep their customers.

Pinpoint customer trends and easily act on them using Windsor Circle’s Retention Analytics Suite,

which pulls in three years of historical, as well as ongoing product, purchase, and customer data.

Our analytics instantly show key retail metrics by any date range or customer segment, providing

detailed charts, graphs and reports valuable to both marketing and business users.

Retention Analytics Features:• Instantly measure key metrics like Customer Lifetime Value, Average Order Value,

latency, and retention rates by any date range or segment

• Find ways to increase revenue, profitability, and competitiveness

• Automatically build and evaluate retail customer segments

• Analyze source data to determine best customer acquisition channels

• Identify which coupons have the longest residual use or largest overall revenue impact

• Recognize top products, and gain insights about what type of customers are buying individual products

• Track both direct and influenced revenue from retention campaigns

Want to test drive before you buy? We’ll give you the keys to a 60-day trial, free!

Visit info.windsorcircle.com/free-trial-sfmc

Retention AnalyticsKnow Your Customers

5 vendors were brought in. No one had the offering

that Windsor Circle had. The other vendors had people but they did not have the technology.

“”

– Mary CooneyAVP Commerce, L’Oréal

PA G E 4

Our vision is to help every retailer

provide an exceptional customer

experience by integrating and

analyzing purchase history, product

and customer data. Windsor Circle

creates and updates data and

segments directly in Salesforce

Marketing Cloud where we build and

trigger customer retention campaigns.

Our team helps you assess

opportunities, build your retention

marketing templates, and provides

ongoing support, strategy, and

design and implementation services.

Your data should drive personalized

marketing that engages

customers in a relevant and

meaningful way, automatically.

Automated Customer Retention

9 Pillars The 9 Pillars of Retention Automation is a comprehensive framework that guides retailers along

the path of automated customer retention. More than 300 retailers rely on this framework to power

lifecycle and retention marketing campaigns to keep their customers and drive more revenue.

Know Your customers

Get connecteD

sAve YourcHurnInG customers

creAteevAnGeLIsts

LIsten to Your

customersAcQuIre retAInABLe

customers

tHAnK Yourcustomers

AmAZe Your Best customers

HeLP Your customers BuY more

A Data-Driven Customer Experience

our client, teeturtle, created an evidence-based lifecycle marketing

program, powered by data provided by windsor circle. in three months they

increased engagement by 146% and doubled their best customer segment.

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Ramping Retention

New SubscriberOptimize your

welcome series

with a unique

coupon code

and product

recommendation.

Churning CustomersWin-back emails,

based on either

static or predictive

latency dates,

aim to re-engage

lapsed but

valuable customers.

Best Customer Reward emails

are triggered at

key thresholds

to start treating

your best

customers

like VIPs.

New Customer Post-purchase

thank you emails

help nurture

and encourage

shoppers after

each purchase.

Retention Automation includes a Retention Automation Marketing Package (RAMP), consisting

of ten automated emails, including Welcome, Thank You, Best Customer, and Win-Back campaigns.

Clients are paired with a Client Success Manager, plus tech support and design resources to ensure

fast implementation. Our team assesses opportunities, builds your retention marketing templates,

and provides ongoing support, strategy, and design/implementation services.

Starter Pack

Here are just a few examples of the emails we offer...

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Automated Product ReplenishmentDrive Repeat Purchases of Essential Items Ready for Re-Order

Automated Product Replenishment Features:• Customizable email templates

• Automatically basket together multiple items

up for replenishment into one email

• Avoid sending too many emails by setting a frequency cap

• Access key replenishment metrics

• Track revenue associated with replenishment campaigns

Real Client. Real Success.

By leveraging product, purchase, and customer data

to increase customer engagement SurfStitch.com

decreased customer churn 72% using Windsor Circle

and Salesforce Marketing Cloud

Read the casestudy at windsorcircle.com

Customers who purchase products with a natural lifecycle are prime

candidates for receiving replenishment campaigns, one of the most effective

and profitable types of retention marketing. Windsor Circle’s Replenishment

Automator allows retailers to use product and purchase history data to trigger

emails that remind customers to repurchase products just before they run out,

with little effort on the marketer’s end.

Our predictive data science helps retailers understand the individual

buying pattern of repeat purchasers, and tailor re-marketing campaigns to

each of their customers, automatically. Buying patterns are used to power

replenishment emails by triggering them based on a customer’s order

history and the product’s usage rate.

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Client Case Study

v

Want to test drive Windsor Circle before you buy?

Get a taste of what Windsor Circle is all about! We offer a 60-day free trial to qualified retailers, giving

you access to our full Retention Analytics Suite, plus use of our Custom Segment Builder. Start your free

trial at info.windsorcircle.com/free-trial-sfmc.

Custom Segment Builder

• Build and export custom segments

• Unlimited parameters and data sets

• Leverage information from multiple

databases

More information on page 11.

Retention Analytics Suite

• Access key metrics

• Pinpoint customer trends

• Analyze source data

More information on page 4.

F R E E R E T E N T I O N A N A L Y T I C S Sign up for a free trial of Windsor Circle’s Retention Analytics Suite.

PA G E 8

v

Merchants can keep their business on the cutting edge with Windsor Circle’s Behavioral

Marketing Solution. Automatically track both anonymous and known visitors’ behavior on your

website - as soon as a visitor enters an email address, historic and going-forward behavioral data

is synced with their subscriber or customer profile. Then, trigger “browse abandonment” emails

based on their browse behavior. Create emails using custom templates that leverage product,

purchase, and individual customer data to incorporate dynamic product recommendations

and offer related promotions based on the product or category the customer viewed.

Behavioral Track & TriggerEngage Active Visitors with Incredibly Personalized Campaigns

Behavioral Track & Trigger Features:• Collect both known and unknown

visitors’ behavioral data

• Frequency capping to avoid

sending too many emails

• Trigger browse abandonment

emails based on thresholds,

such as time spent on site

Behavioral Track & Trigger Benefits:• Target site visits that didn’t

convert into revenue

• Add behavioral data to your customer

profiles, and create new profiles for

anonymous users

• Keep your business top of mind

with relevant content that is

optimized for engagement

Not only are we seeing a 14x ROI that we can attribute directly to Windsor Circle, but this data is something that is dynamically changing other parts of our business as well. We’re very

pleased with the apples to apples comparison of ROI, but there

are so many areas where we see ROI because the strategy and

thought process was driven by Windsor Circle data or because

of conversations we’ve had with our Client Success Manager.

– Jason Gazaway, Marketing & Branding ManagerCablesAndKits.com

“

”PA G E 9

Cart RecoveryRecapture Revenue from Abandoned Shopping Carts

Windsor Circle’s Cart Recovery solution helps retailers convert,

on average, 15% of abandoned shopping carts into sales .

Our solution detects cart abandonment through the eCommerce

platform and triggers a series of personalized cart recovery

communications. These automated recovery campaigns provide

shoppers with rich product information on exact items

left in the cart and direct l inks to the product landing page.

Cart Recovery Features:• Easily set up optimal recovery

email cadence & timing

• Offer shoppers tailored incentives

unique to each email in the series

• Our anti-gaming technology

automatically removes incentives

from “intentional” cart abandons

• Create unique recovery emails using

customized templates, sent through

the retailer’s email marketing platform

Source: How Retailers Large and Small Can

Effectively Retain Customers, Internet Retailer, 2015

69%

Average rate of shopping carts abandoned online

61%

Retailers surveyed not using cart recovery

campaigns

15%

Rate of recovery seenby our clients

FuLLY conFIGurABLetImInG & cADence

AntI-GAmInG custom IncentIves

PA G E 1 0

Windsor Circle’s Custom Segment Builder brings the power of relational tables to every retailer, allowing

you to build robust segments based on unlimited parameters and data sets. Leverage information from

multiple databases, including customer profiles, purchase history, order data, customer scores and custom

data fields to generate segments ready for use in retention and other campaigns.

Custom Segment Builder Features:• Export segments directly to your email marketing platform or as a CSV file

• Create segments by utilizing custom fields defined in your eCommerce platform,

such as birth date, furniture style, wine type, product margin, etc.

• See key metrics on every segment, such as AOV, CLV, latency, and revenue

CouponUsing the right balance of coupons and promotions, in combination with behavioral segmentation,

will drive significantly more sales and profit. Separate customers who only purchase using coupons

from customers who purchase at full price to better serve those two groups while increasing CLV.

Best CustomersBest customers can create 8x+ the revenue of one-time shoppers. Reward best customers’ loyalty, and

they will continue to create substantial ROI and higher CLV. Use RFM analysis, to score customers based

on recency of purchase, frequency of purchase, and monetary spend to find best customers quickly.

Win-BackCustomer churn occurs during the inactive stage of the customer lifecycle, when a customer ceases to

purchase and no longer engages with the brand. Create a churning customers segment and target them

with messages made to win them back.

Custom Segment BuilderPutting the Power of Advanced Segmentation in Every Retailer’s Hands

Before Windsor Circle we were in the caveman era of automation. Retention marketing is very important to focus on [.. . ] because

it’s very expensive to acquire new customers. Our ad spend is

pretty fixed and pretty expensive. If you can retain customers you take the pressure off the acquisition side of the business

and create more profitability at the bottom and longer term stability allowing you to provide jobs for your employees

and awesome experiences for your customers.

– Nathan Decker, Director of eCommerceevo.com

“

”PA G E 1 1

Custom FieldsIntegrate Custom eCommerce Fields

to Unlock Scalable Personalization

The IssueAccess to categories, but not to styles. If someone buys a couch, they don’t need another couch, they need

products to go with the couch.

The Solution Create custom segments for each style type based on custom data fields imported by Windsor Circle.

These segments then receive automated product recommendations based on product and style.

Retailers are struggling to send dynamic recommendations that mimic how customers actually buy.

For instance, many product recommendation programs currently segment based on brand or category;

however, customers seek products from many different brands or categories in order to satisfy their need.

Windsor Circle can sync custom data fields defined in your eCommerce platform or other data source with

Salesforce Marketing Cloud to enable real personalization. Below is an example of how a furniture client

leveraged custom data fields to create new segments based on the style of furniture, not just brand or category.

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Our industry-standard data integrations connect leading eCommerce platforms, connect leading

eCommerce platforms to Salesforce Marketing Cloud, and are the foundation of retention automation.

We utilize our best-of-class integrations to power abandoned cart recovery emails, sophisticated

personalization, segmented promotional campaigns, automated customer retention programs, and more.

Our Integrations Provide:• Import customer, product, & order data from your eCommerce platform, plus Google Analytics source

data, into Salesforce Marketing Cloud

• Integration guarantee: we'll work with you to establish a mutually agreed upon timeline for integration

• Additional integrations to Inventory and order management, point-of-sale systems, Google Analytics

source data, and other data sets with our pre-built APIs, plugins, or custom data feeds

• The flexibility to pull three or more years of historical data plus going-forward data. We’ll cleanse,

augment, analyze, and visualize this data, then we’ll enhance it with customer scores, predictive

order dates, dynamic product recommendations, and more

Guaranteed IntegrationsPowerful Data at Your Fingertips with Windsor Circle’s Integrations

GooGLe AnALYtIcscustom DAtA setsorDer mAnAGementPoInt oF sALe

$ 8.00

Additional Integrations

E S P

E C O M M E R C E t o E S P I N T E G R AT I O N S

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