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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.
PA G E 3
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.
PA G E 5
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...
PA G E 6
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.
PA G E 7
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.
PA G E 1 2
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
PA G E 1 3
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