chicago 2012
Transcription
chicago 2012
2012 The Future of Shopping May 29-31 Issue | Hyatt Regency Chicago Alexandra W. Wilson co-Founder of Gilt Groupe Soraya Darabi’s Step-by-Step Plan for an Effective BOB THACKER SHOWS US THAT SMART MARKETING LEADERS CAN INSPIRE COMPANIES TO CREATE BIG IDEAS. SOCIAL MEDIA STRATEGY Innovation Inspires Creativity HOW EMBRACING to Happen. CHICAGO 2012 Paula Puleo CMO of Michaels Stores Don’t Miss A Single Minute Of Presentations From Around The Country – And Across The Globe. 1 Agenda At A Glance 1 Day One Tuesday, May 29 10:00a – 5:00p 11:30a – 1:15p Registration: Grand Registration Desk – Gold Level, East Tower Optional Workshops: Epsilon (Columbus EF), Harte-Hanks (Columbus GH) & VMBC (Columbus KL) General Session Grand Ballroom 1:45p – 2:00p 2:00p – 3:00p 3:00p – 3:45p 3:45p – 4:30p Welcome to CRMC 2012: Craig Wood, host John R. Brandt: Next Generation Innovation & the Fundamentals of Customer Value Michaels Stores: A Brave New World Brooklyn Industries, Gap, Stadium, and Wrapp: How European and US Retailers are Using Social & Welcome Devon Wylie, President/CEO, CRMC Craig Wood, Chuck Chapek Program Chair & Host, CRMC CRMC Retail Committee Chairman CEO & Founder, Clarity Group Vice President CRM, ANN INC. To all of our friends, colleagues, returning attendees and first-timers, You are in the right place … a place where you will find an openness and candor unlike any other event in the Retail CRM and Marketing industry. Welcome to the 18th Annual CRMC! As the pace of change in consumer marketing continues to accelerate, we are proud to provide you with the best of the best in CRM and beyond. With the increasing prevalence of digital, social and mobile marketing — along with the underlying principle of the importance of the customer — we continue to see the elevated importance of the CRM discipline for retailers around the globe. 4:30p – 5:15p 5:15p – 6:45p Mobile to Drive Profitable in-store Sales GameStop: More Growth, More Knowledge, More Power to the Players Welcome Reception: Club 151, Sponsored by Acxiom Day Two Wednesday, May 30 7:00a – 8:00a Breakfast: Columbus G-L, Sponsored by Aimia General Session Grand Ballroom 8:00a – 8:20a 8:20a – 9:10a 9:10a – 9:55a 9:55a – 10:15a Welcome to Day Two Bob Thacker: Today, It’s All About Survival of the Fastest … and Smartest! GNC: Turning up the Heat on 360 Degrees Refreshment Break: Solution Zone, Sponsored by VMBC Concurrent Session Grand Ballroom 10:20a – 11:05a 11:05a – 11:50a 11:50a – 12:35p Gilt Groupe: Achieving Unprecedented Customer Engagement with Voice of Customer-Driven Strategies hhgregg: Turning Customer Contact into Retail Success Metro: Transforming an Organization Around the Customer We would like to thank the many retail speakers who have generously given their time and expertise to make this year’s event possible. It is because of their willingness to share with us that we are here today. Concurrent Session Grand Ballroom EF 10:20a – 11:05a 11:05a – 11:50a 11:50a – 12:35p Groupon: Groupon and Building Loyalty Express: The Express Way to Enhanced CRM Pick n’ Pay: The Smart Shopper Executives from Best Buy, GameStop, Groupon, Metro, Pick n Pay and Walgreens are here to share details of their rewards programs and loyalty strategies. Gilt Groupe, GNC, hhgregg, Express, Michaels Stores and The Sports Authority will be presenting to the audience new tactics they are using to stay ahead of the game. Bass Pro Shops and our European retailer panel will be sharing new ways they are implementing social and mobile to increase store sales. And eBay, Chico’s, Destination Maternity, and Gilt Group will be sharing their thoughts on the future of shopping during their panel discussion. END Concurrent Session 12:35p – 1:35p 1:35p – 2:45p Luncheon: Columbus G-L, Sponsored by Epsilon Roundtable Discussions:* Grand Ballroom AB, Grand Ballroom EF & Columbus EF Loyalty and Strategy: Grand AB Analytics and Implementation: Grand EF Social and Mobile: Columbus EF *Solution Zone open during roundtable discussions 2:45p – 3:20p Extended Refreshment Break & Exhibits: Solution Zone, Sponsored by VMBC General Session Grand Ballroom 3:20p – 4:10p 4:10p – 4:55p 5:00p – 6:30p eBay Inc., Chico’s, Gilt Groupe, & David’s Bridal: The Future of Shopping Walgreens: Building the Largest Loyalty Program… That Also Builds Customer Loyalty Networking Reception: Club 151, Sponsored by Harte-Hanks Day Three Thursday, May 31 7:30a – 8:30a Breakfast: Columbus G-L, Sponsored by Aimia General Session Grand Ballroom 8:35a – 9:20a Sports Authority: Creating a Relevant Connection to the 21st Century Customer 9:20a – 10:05a Bass Pro Shops: Casting a Social Strategy That Reels in Your Core Customer 10:05a – 10:20a Refreshment Break: Solution Zone, Sponsored by VMBC 10:20a – 11:05a Best Buy: 1:1 Marketing Capability: Managing the In-Box to Improve Customer Engagement 11:05a – 12:05p Soraya Darabi: Social Media and How to Make It Work for Your Business 12:05p – 12:20p Closing Remarks and Giveaway 12:20pAdjourn This event offers take-home, actionable key concepts and best practices that you can implement at your own organization. Your retail peers will be taking the stage to share firsthand the techniques and strategies that they have successfully executed. Over the next three days, you will hear from retail executives who will be showing you what is fact — and what is fiction — in today’s CRM space. The CRMC 2012 agenda combines thought leadership with case studies from a wide variety of retailers. The hallmark of the CRMC has always been the openness and willingness to share results, providing a rare and authentic look into what is working (and what is not). We are confident that you will find a wellspring of ideas to improve your company’s performance and profitability. Listen closely, ask questions and translate what you hear into the needs of your own organization. In addition to our case studies, you will also hear from three experts who will discuss separate yet interconnected topics: The fundamentals of customer value and how to market to today’s customer; how marketing leaders can inspire companies to create big ideas; and how to utilize social and mobile media and technology to take back the brick-and-mortar store. While we are confident you will walk away with more ideas and inspiration than you ever expected, you should also plan on being a part of the event and enjoying yourself. Raise your hand during Q&A, discuss the presentation content with your fellow attendees, and be sure to attend the sessions, roundtables, receptions and refreshment breaks while you are here. These are all great opportunities to become involved in the community that surrounds the annual CRMC. Our CRMC Sponsors return year after year and are key to our ongoing success. Be sure to visit the Solution Zone during the Refreshment Breaks to find out more about their innovative offerings, and how their solutions can help you and your organization. They are here to help our retail attendees become better marketers and help retail organizations stay ahead. We welcome you, and we are delighted to bring you another great CRMC! 2 Our Sponsors BLINDED BY DATA? Partner Sponsors SEE THE POTENTIAL OTHERS MISS. ® Platinum Sponsors 3 Gold Sponsors To win in the age of the empowered consumer, retailers must apply insight that recognizes, anticipates and customizes to individual needs whenever and wherever customers engage with brands. Doing so requires an engagement strategy not with a product, channel, media or functional focus but with a customer-centric focus that responsibly leverages the intersection of multidimensional brand and supplier consumer data to influence and sense consumer behavior. Silver Sponsors www.acxiom.com • 1.888.3ACXIOM Visit our booth at CRMC 2012 to learn how Acxiom is helping retailers target and deliver personalized, coordinated and measurable customer engagement across touch points – wherever it matters, in scale. 4 Committees YOUR BUSINESS CRMC 2012 Retail Advisory Committee 2012 Sponsor Advisory Committee CRMC Retail Advisory Committee Chairman Kohl’s Department Stores 89 Degrees Kobie Marketing Jesse Blount Bram Hechtkopf ANN INC. Chuck Chapek Director of Seasonal Planning and Direct Marketing Arthur Sweetser Vice President CRM Advance Auto Parts David Scamehorn Director, DIY Customer Business Analytics Army & Airforce Exchange Service Joyce A. Bowers VP, Strategic Corporate Communication AVEDA Kelly Eisinger RESULTS DELIVERED Chris Duncan Loehmann’s Affinion Group Vice President Marketing Senior Vice President Mara Kelly Affinity Solutions Vice President, Marketing Systems Vice President, Retail Strategy and Account Management Gregg Aamoth Bare Necessities Sean Breckenridge Director of Marketing BFUSA Jim Stahulak Director, Digital and CRM/Internet Marketing Dave’s Soda & Pet City Dave Ratner President eBay Inc. Veronica Katz CSA Retail Marketing, Strategy and Alliances EXPRESS Jim Thompson Director, Customer Marketing Family Dollar Thad Wengert Director of Digital Marketing and CRM Foot Locker Sarika Rastogi Director of CRM/Loyalty & Research GameStop Jenn McMillen Division Vice President Loyalty & CRM GNC David Sims Vice President, CRM Cecelia McLaughlin Payless ShoeSource Chuck Pascalar Senior Vice President of Marketing Pep Boys Ron Stoupa Vice President Marketing Pilot Flying J Drew Graham Manager, Loyalty & Customer Service Rent-A-Center Tim Pitt Vice President, Marketing Saks Fifth Avenue Andrew Pyper Vice President Credit & Loyalty Marketing Shopko Dianne Parker Vice President of CRM Stein Mart Donna Mills Director, Partner Programs Stride Rite Erica Thompson Senior Vice President, Marketing The Bon Ton Stores Cathleen Jacobson Divisional Vice President, Media Buying ULTA Paulo Claussen Director of Loyalty Vice President, Marketing & Business Development Lift361 Ed Higdon President LoyaltyOne Dennis Armbruster Managing Partner Metrics Marketing Todd Thompson, Partner Aimia rDialogue Laura Hewitt Phil Rubin Regional Knowledge Director CEO & President Anchor Retail Solutions RR Donnelley Mark Schenker Pamela A. Gaul President Director, Market & Business Development Brierley+Partners Segerdahl Group Bill Dandy Don Farrell Chief Relationship Officer National Accounts Director CAC Group Inc. SHC Direct Rob Morgan John Morris Chief Marketing Officer Vice President Business Development Cartera SoundBite Matt Martella Mike Romano Director, Merchant Partnerships, In-Store Merchant Services Senior Vice President, Mobile Sales and Services Customer Communications Group, Inc Specialty Print Communications Sandra Gudat Dustin LeFebvre Executive Vice President President/CEO Speedeon Data Discover Gerard Daher Kelly McSwain President Manager, Rewards Targetbase dunnhumbyUSA Brian Shedd Piyush Zaveri Vice President Business Development Vice President, Consumer Markets TIBCO Loyalty Lab Epicor David Rosen Will Stephenson Strategy, Analytics & Consumer Insights CRM Solution Consultant Tribune Epsilon Kristin Sullivan-Stoesser David Gray Director, Data Solutions Director of Field Marketing – Marketing Technology Solutions Vertis Communications Experian Marketing Services Senior Director Marketing Special Advisors & Contributors Ken Banks, KAB Marketing Craig Murray Vice President Sales Harte-Hanks Lauri Sibert VMBC Joe Cox President Senior Vice President, Retail Markets Wiland Direct Stephanie Fischer, Global Retail Marketing Association Infogroup Targeting Solutions Senior Vice President, New Business Development Rickie Hall, Rickie Hall and Associates Vice President of Sales John Morris, SHC Direct David Slavick, Customer Communications Group, Inc. aimia.com Tom Tracy Cary Zackman John Goodman, Pareto Marketing We see relationships differently. Visit us to learn more. John Boccuzzi Macy’s Vice President Direct Marketing Bass Pro Shops Jim Harold General Manager – Consumer Industry Group Macy’s Chief Marketing Officer Acxiom Vice President, Strategic Marketing Global Marketing Manager – Consumer Engagement Jay Dunn OUR INSIGHT Kohl’s Department Stores Chief Marketing Officer Francey Smith, Francey Smith & Associates Mark Pearson, SolutionSet Dave Thorpe, DAT Marketing Steve Borelli inStream Ann Raider President & CEO Jerry Joyce 6 Map 7 Map 8 Table Of Contents Sponsors...................................................4 Committees...............................................6 Conference Agenda Day 1......................11 Conference Agenda Day 2......................14 Conference Agenda Day 3......................20 Roundtable Discussions.........................21 Optional Workshops...............................25 Speaker Biographies..............................26 Sponsor Company Descriptions............37 9 General Information Badges: Please wear your badge at all times. Badges are required for access to conference events, and those not wearing badges will not be allowed access to event for security reasons. Breakfast: Wednesday’s breakfast will be served from 7:00am – 8:00am, and Thursday’s breakfast will be served from 7:30am – 8:30am. Breakfasts are sponsored by Aimia and are held in Columbus G-L. Breaks: The Refreshment Breaks are located in the Solution Zone in Columbus A-D and will be held at 9:55am and 2:45pm on Wednesday. Thursday’s refreshment break is at 10:05am. Breaks are sponsored by VMBC. Cell Phones: Please remember to keep your phones turned off or in silent mode during the presentations. Evaluations: Your feedback is vital to us as we develop future CRMC programs. Please fill out the speaker evaluation forms during the event and/or complete the post-event survey, which will be emailed to you following the event. Luncheon: Wednesday’s Luncheon will be held from 12:35pm – 1:35pm in Columbus G-L. The Luncheon is sponsored by Epsilon. Receptions: The Welcome Reception will be held Tuesday from 5:15pm – 6:45pm and is sponsored by Acxiom. The Networking 10 Reception will be held Wednesday from 5:00pm – 6:30pm and is sponsored by Harte-Hanks. Both Receptions will be held in Club 151 on the Lobby Level of the hotel. Staff: Staff members wear identifying badges and are here to help, so please feel free to call on them for questions or assistance. Roundtable Discussions: The presentations that are made available to us will be posted on the CRMC Community site following the event at http://crmc2012.pathable.com. We encourage you to become a member to stay connected with the CRMC Community throughout the year. Roundtable Discussions are divided into three categories and will be held in separate ballrooms: Grand Ballroom AB (Loyalty & Strategy), Grand Ballroom EF (Analytics & Implementation) and Columbus EF (Social & Mobile). Please refer to Page 21 of the showbook for a list of all Roundtable Discussions. Sessions: On Tuesday, the General Session takes place in the Grand Ballroom and begins at 1:45pm. The General Session concludes at 5:15pm. Wednesday’s Session also takes place in the Grand Ballroom, beginning at 8:00am and concluding at 5:00pm. Wednesday’s Concurrent Session will be held from 10:15am – 12:35pm. Session A (hhgregg, EXPRESS, and Metro) takes place in Grand Ballroom A-D. Session B (Groupon, Express and Pick n’ Pay) takes place in the Grand Ballroom EF. Following the Concurrent Session, the Luncheon begins in Columbus G-L. Thursday’s Session begins at 8:30am and concludes at 12:20pm. Showbook: The CRMC 2012 showbook was designed by Customer Communications Group, Inc. The Segerdahl Group sponsored the printing. Speaker Handouts: Conference Exhibits: Sponsor Booth Exhibits are located in the Solution Zone in Columbus A-D and are there for you to visit during the three Refreshment Breaks and the Roundtable Discussion Session. A map of the exhibit booths in the Solution Zone can be found on Page 8. Be sure to stop by and meet representatives from all of the companies that make the CRMC possible. Visit 20 of the 30 booths, and you will be entered to win an Apple iPad, iPod, gift certificates and more at the end of the event. Agenda | Day 1 Tuesday, May 29 LoyaLty programs Point-of-Sale 10:00a – 5:00p Registration: Grand Registration Desk, East Tower 11:30a – 1:15p Optional Workshops: See Page 25 for Workshop Details General Session Grand Ballroom 1:45p – 1:55p Welcome to CRMC 2012: Craig Wood, Host 1:55p – 2:00p First Session Introduction: Jim Harold, Senior Vice President & General Manager – Consumer Industry Group – Acxiom 2:00p – 2:45p John R. Brandt: Next Generation Innovation & the Fundamentals of Customer Value John R. Brandt, Global Strategist and CEO – MPI Group Web apps Traditional Media mobiLe Devices Social emaiL As one of the world’s leading researchers on the intersection of innovation, management and marketing, John works closely both with leading CRM firms and executive teams to create dramatically improved customer value and experience. Drawing on data from thousands of companies worldwide and in-depth client experience, John has identified the fundamentals of customer value creation — strategies that work in any firm in any industry. In Next Generation Innovation, he outlines a methodology with which any firm can rethink and reinvent the customer value and information it delivers. 2:45p – 3:00p 3:00p – 3:30p John Brandt Q&A Michaels Stores: A Brave New World Paula Puleo, Chief Marketing Officer – Michaels Stores Mike Wagner, Vice President of Sales, Consumer Industries – Acxiom 11 Under the leadership of Paula Puleo, CMO, the focus of the nation’s largest arts and crafts specialty retailer is to understand and engage consumers in brave new ways that inspire and enable them to experience creativity. But that wasn’t always the case for this retailer. Join this session to see how Paula’s team is embracing innovation and transforming how Michaels Stores understands and interacts with consumers to truly be the place where customers believe creativity happens. These are not just touch points, but complex experiences controlled by consumers. You need the whole picture to do real business. 3:30p – 3:45p Michaels Stores Q&A 3:45p – 4:15p Brooklyn Industries, Gap, Stadium, and Wrapp [Panel]: How European and US Retailers are Using Social & Mobile to Drive Profitable in-store Sales Lexy Funk, co-founder and CEO – Brooklyn Industries Soundar Koneti, Senior Director Brand Strategy - Gap Lars-Johan Lajjo Strand, Chief Marketing Officer – Stadium Hjalmar Winbladh, Co-founder – Wrapp Consumer ConneCtioneering Retailers have struggled for years, trying just about anything that offered profitable, measureable ways to use the Internet and social media to get the customers they want into their stores and buying. Few, however, have lived up to their promises. In this fireside chat, Hjalmar Winbladh will talk with executives from Elkjop, Dixon Retail’s consumer electronics chain in Northern Europe; Stadium, Swedens largest sporting goods retailer; and Brooklyn Industries, purveyor of designer bags and clothing, about the challenges they have faced in their marketing strategies, and the ways they are now utilizing social media and mobile platforms to generate brand awareness, increase high-margin sales, and activate their companies’ Facebook fans – along with all of their friends. sm 4:15p – 4:30p Brooklyn Industries, Gap, Stadium, and Wrapp Q&A 4:30p – 5:00p GameStop: More Growth, More Knowledge, More Power to the Players See how you can connect to your consumers just like these Harte-Hanks customers Jenn McMillen, Division Vice President, Loyalty & CRM – GameStop This presentation comes directly from retail customer loyalty front lines. Back by popular demand, Jenn continues to share the unfolding story of GameStop’s PowerUp Rewards. Previously, she took us on the journey of loyalty program creation and shared the results of the PowerUp pilot and national rollout. This year, Jenn will show the CRMC audience how GameStop is leveraging the data to grow share of wallet and purchase frequency; shift behavior to higher margin products; and stimulate trade behavior … while simultaneously using the data across the entire GameStop portfolio. Hear how the mantra “knowledge is power” is driving the decisions of a $10B retailer. Harte-Hanks.com [email protected] (800) 456-9748 5:00p – 5:15p 5:15p – 6:45p GameStop Q&A , Club 151, Lobby Level Welcome Reception: Sponsored by Book Signings: Bryan Pearson, The Loyalty Leap, and Ken Banks & Robyn Winters, BrainBranding 12 Agenda | Day 2 Wednesday, May 30 7:00a – 8:00a Breakfast: Sponsored by General Session Grand Ballroom 8:00a – 8:15a Welcome to Day Two: Charles Chapek, Vice President CRM – ANN Inc. & CRMC Retail Advisory Committee Chairman 8:15a – 8:20a Second Day First Session Introduction: Joe Cox, President – VMBC 8:20a – 8:55a , Columbus G-L Bob Thacker: Today, It’s All about Survival of the Fastest … and Smartest! Bob Thacker, Executive Director – Adopt-A-Classroom & Fmr. SVP Marketing – OfficeMax Customer connectivity is key to all marketing. It begins with truly understanding and appreciating who your customer is. In these challenging economic times, it seems harder and harder to get big ideas without money. However, it’s not impossible. During this session, Bob will share how smart marketing leaders inspire big companies to create big ideas. 8:55a – 9:10a Bob Thacker Q&A 9:10a – 9:40a GNC: Turning Up The Heat On 360 Degrees — Making Customer-Centricity More Than Just a Buzz Word Dave Sims, Vice President, CRM – GNC Jeff Simpson, Senior Vice President, Retail & Consumer Brands – Harte-Hanks 13 Understanding customer behavior across multiple channels isn’t easy (and it’s getting harder). These interactions with loyalty programs, traditional media, apps, at the point of sale, on the web and mobile devices are more than just data points — when connected properly they yield rich sources of insight about how and why your customers buy and what you can do to improve that experience. Learn how GNC addresses the opportunities (and challenges) of putting the customer at the center of every decision they make and how they pursue the promise of a “360 degree” understanding of their customers. 9:40a – 9:55a GNC Q&A 9:55a – 10:15a Refreshment Break: Solution Zone, Sponsored by Concurrent Session Track A - Grand Ballroom A-D 10:15a – 10:20a Concurrent Session Introduction: Charlie Simmons, Executive Vice President – Sales – Harte-Hanks 10:20a – 10:50a Gilt Groupe: Achieving Unprecedented Customer Engagement by Implementing Voice of Customer-Driven Strategies Welington Fonseca, Head of CRM – Gilt Groupe Ernan Roman, President – Ernan Roman Direct Marketing During this session you will learn how to achieve unprecedented levels of new sales, repeat sales and customer engagement with five critical new VoC research insights that are essential for your social and multichannel strategies: 1) Consumers are selecting companies who Engage Them and Seek Their Input; 2) Customer-driven Relationships and Personalization are essential competitive differentiators; 3) Preferencedriven, personalized, multichannel communications are the new expectation; 4) The Powerful Reciprocity of Value Equation and 5) Most Preference Centers Aren’t Useful. Plus, learn how Gilt is transforming online customer experiences by partnering with customers to create highly personalized and relevant shopping experiences. Learn how they have used VoC data to lift sales in both the email and web experience, resulting in increased customer conversion and higher repeat rates. Finally, you will gain insights into efforts to push customer service into the social arena. You will leave this session with five operational tactics that will transform your business. 10:50a – 11:05a Gilt Groupe Q&A 14 Day 2 | Agenda Agenda | Day 2 Wednesday, May 30 Wednesday, May 30 11:05a – 11:35a hhgregg: Turning Customer Contact into Retail Success Concurrent Session Track B - Grand Ballroom EF Jeff Pearson, Senior Vice President, Marketing – hhgregg Jeff Caplan, Partner and Vice President – 89 Degrees 10:20a – 10:50a 11:35a – 11:50a 11:50a – 12:20p Jay Hoffmann, GM Rewards – Groupon hhgregg, the 208-store appliance and electronics retailer — and fourth fastest growing U.S. retailer — has tripled in size and sales in the last four years, owing much to better targeting, identifying and reaching its customers and prospects hundreds of millions of times per year across direct, digital and social media. In a journey that began with making its direct mail more effective, hhgregg has conducted a channel optimization campaign where they were able to migrate more than 5 percent of customers from DM to email only. Identifying e-responsive households saves hhgregg almost $500,000/year in DM expense without any loss in sales. Further leveraging that customer data with trigger email marketing programs, hhgregg has been able to deploy timely and relevant messages that produce an on-average response lift of 45 percent. 10:50a – 11:05a Groupon Q&A hhgregg Q&A 11:05a – 11:35a Express: The Express Way to Enhanced CRM — How Express Is Transforming CRM With Advanced Analytics and Customer Engagement Groupon has disrupted the local commerce market through its featured deal offerings since it launched in 2009. In line with its commitment to being the platform that helps businesses attract and retain valuable customers, the company recently released Groupon Rewards. The program utilizes card-linked technology to seamlessly reward customers for returning to participating merchants over and over again. Jay Hoffmann joins us to share Groupon’s experience of building a rewards program from bottom up, including challenges, key metrics, and reception to date by consumers and merchants alike. Metro: Transforming an Organization Around the Customer Jim Thompson, Director of Customer Marketing – Express Don Smith, Vice-President, Customer Insights & Innovation – Brierley+Partners Marc Giroux, Vice President, Marketing – Metro Inc. Marc Fischli, Chief Operating Officer – dunnhumby Canada Express’s new paradigm integrates data from all available customer touch points into a single repository of truth. Customer-specific data are allowed to interact and interweave, permitting a more robust view of how customers engage our brand, products and the broader universe of fashion apparel. Express is using this diverse array of data to craft personalized and relevant customer experiences. Express.com browsing behavior is tracked to gauge level of brand interest, establish product-specific purchase paths and serve dynamic content to site visitors; social media channels are being used to promote new offerings, drive viral marketing efforts and augment customer profiles; segmentation solutions permit personalized and nuanced messaging as campaign targeting strategies simultaneously leverage RFM, engagement and psychographic segmentations; predictive models are used to identify purchase propensity, proactively counteract churn, re-engage lapsing customers and maximize value. The Express mobile app fosters further engagement by serving unique offers and “Perks,” and these activities are tracked to help further craft personalized communications with Express shoppers. Discover how Metro, a leading Canadian grocery retailer, created a new loyalty program, Metro & Moi, to drive a 94 percent satisfaction rate among customers — dramatically higher than the industry average. Find out first-hand how they effectively engaged their customers in a loyalty program to help them to achieve meaningful rewards, using surprisingly simple techniques. You will also learn how they leveraged the benefits of their customer loyalty program to achieve broader customer-centric aims across all areas of the business, including pricing, promotions and assortment. 15 12:20p – 12:35p Groupon: Groupon and Building Loyalty Metro Q&A 11:35a – 11:50a Express Q&A Happy Returns Whether it’s bricks, clicks or apps, your customers have many choices where to spend their money. A customized engagement program from Affinion can help strengthen customer loyalty and keep them coming back. Contact us at [email protected] to learn more about our proven retail strategies DON’T MISS! Affinion’s Brand Building Roundtable Discussion “The Fifth Wall” @ CRMC May 30, 2012 Following the Luncheon www.affinion.com 16 Day 2 | Agenda Agenda | Day 2 Wednesday, May 30 Wednesday, May 30 11:50a – 12:20p 2:45p – 3:20p Pick n’ Pay: The Smart Shopper Steve Hoban, General Manager Smart Shopper – Pick n Pay South Africa Amanda Cromhout, Founder – Truth Amanda and Steve have traveled across an ocean to show us the results of South Africa’s single biggest loyalty initiative — one year on. They will uncover learnings — both good and bad; along with how they launched to market in just six weeks by maximizing a shiny new database of loyal customers … and how the CRMC audience can also maximize the impact of true customer segments. 12:20p – 12:35p Pick n’ Pay Q&A Extended Refreshment Break & Exhibits: Sponsored by ,Solution Zone Take this opportunity to visit CRMC sponsors’ booths in the Solution Zone. Visit 20 of 30 booths and be entered in a drawing to win an iPad 3, iPod, Kindle, gift certificates and more! Must be present at closing of conference to win. 3:20p – 3:25p Session Introduction John Bartold, Vice President Loyalty Solutions – Epsilon General Session Grand Ballroom 3:25p – 3:55p Chico’s, eBay Inc., David’s Bridal, and Gilt Groupe: The Future of Shopping — Upcoming Trends and What’s New END Concurrent Session 12:35p – 1:35p Luncheon: Sponsored by 1:35p – 2:45p Roundtable Discussions:* Grand Ballroom AB, Grand Ballroom EF & Columbus EF Barb Buettin, Director – CRM Enterprise Information Management – Chico’s FAS Veronica Katz, CSA Head of Retail Marketing, Strategy & Alliances – eBay, Inc. Lynne Leger, Vice President Strategic Partnerships – David’s Bridal Alexandra Wilkis Wilson, Co-founder – Gilt Groupe See Page 21 for list of Roundtable Discussions Veronica Katz of eBay, Inc., will lead this panel to discuss upcoming trends in CRM, as well as what is new in the world of POS, customer service and mobile payments for both off-line and online retailers. ,Columbus G-L Loyalty and Strategy: Grand AB Analytics and Implementation: Grand EF Social and Mobile: Columbus EF 3:55p – 4:10p *Solution Zone open during Roundtable Discussions Chico’s, eBay Inc., David’s Bridal, and Gilt Groupe Q&A 18 17 Access Inisght The best of everything in CRM and Loyalty Our ingredients are no longer a secret. Insight. Access. Action. Impact. – our key ingredients for getting you a bigger slice of the pie. Find out how Affinity Solutions’ competitive intelligence, sophisticated analytics and multiple marketing channels – including Spot ON Deals® – can change the behavior of your customers, and your competitors’ customers. Visit us at the Affinity Solutions booth on May 29th through May 31st. To learn more, go to affinitysolutions. com today. Real time. Real results. Brierley+Partners offers everything you need to succeed in CRM and loyalty today. The thinking, the technology, the creative execution. It’s total CRM and loyalty – all delivered with our real-time technology capabilities, so you can Action connect with your customers anytime, anywhere. Start making your customer relationships dramatically more profitable with Brierley+Partners. Contact us today at 800-899-8700 or visit our new website www.brierley.com. Impact Intelligent Partnerships. Smart Solutions. Affinity Solutions Advancing CRM + Loyalty www.affinitysolutions.com BP_11231_CRMC_AD_C04.indd 1 3/6/12 12:27 PM Day 2 | Agenda Agenda | Day 3 Wednesday, May 30 Thursday, May 31 4:10p – 4:40p 7:30a – 8:30a Breakfast: Sponsored by General Session Grand Ballroom 8:30a – 8:35a Session Introduction: Terri Luckcraft, VP, Group Account Director/Client Services – Aimia 8:35a – 9:05a Sports Authority: Creating a Relevant Connection to the 21st Century Consumer Walgreens: Building the Largest Loyalty Program… That Also Builds Customer Loyalty Adam Holyk, Divisional Vice-President, Loyalty and Insights – Walgreen Co. In September of 2012 Walgreens is launching an innovative customer loyalty program that is projected to become the largest retail program in the world. Entering a crowded market with over 2 billion loyalty memberships, Walgreens was able to effectively combine deep customer insights and leading technology to introduce a best-inclass loyalty program that truly rewards customers and enables Walgreens customer strategy. Takeaways include how to design a best-in-class loyalty program by listening to your customers; leveraging of insights and technology to differentiate in a crowded loyalty market; and why a great loyalty strategy is part of a great company strategy. 4:40p – 4:55p Walgreens Q&A 5:00p – 6:30p , Club 151, Lobby Level Networking Reception: Sponsored by Book Signing: Alexandra W. Wilson, By Invitation Only , Columbus G-L Colleen Becker, Director of Customer Loyalty – Sports Authority Joe Newsum, Senior Vice President of Marketing – Sports Authority David Rosen, Senior Director, Loyalty Strategy – TIBCO Loyalty Lab Sports Authority has a rich history, dating back almost a century, of being an industry leader in providing a wide assortment of quality, brand-name sporting goods. Sports Authority is creating a new and relevant voice to its customer through the convergence of data warehousing, business intelligence, CRM and loyalty marketing. Learn what Sports Authority is expecting from this exciting company-wide initiative, and the steps that will help them reach their goals. Loyalty Lab will share how they are empowering Sports Authority to deliver on their business goals and consistently exceed their consumers’ expectations. ® 9:05a – 9:20a Sports Authority Q&A 9:20a – 9:50a Bass Pro Shops: Casting a Social Strategy That Reels in Your Core Customer Sean Breckenridge, Director of Marketing, Customer Retention & Development – Bass Pro Shops As marketers, we must now change the question from “how do you do social” to “how to be social.” It’s no longer enough to simply have a presence on social media. Brands must now be a part of the conversation, and there’s no better way to do this than to have a brand that seamlessly incorporates into consumers’ lives. Join this session to find out how social media can influence and augment your customer retention efforts and drive increased engagement with your brand. Learn from Sean Breckenridge, Director of Marketing, Customer Retention & Development at Bass Pro Shops, what mediums and content have worked and which have missed at this hunting, fishing and camping superstore. 19 9:50a – 10:05a Bass Pro Shops Q&A 10:05a – 10:20a Refreshment Break – Sponsored by 10:20a – 10:50a Best Buy’s 1:1 Marketing Capability: Managing the In-Box to Improve Customer Engagement , Solution Zone Michelle Breitbarth, Director, 1:1 Marketing – Best Buy Dennis Armbruster, Managing Partner - LoyaltyOne Consulting Best Buy, the world’s largest consumer electronic retailer has developed a innovative contact strategy approach to align Best Buy’s enterprise-wide customer centricity efforts. Discover how Best Buy journey has evolved from speed and scale to focus on customer experience. Take Aways include how Best Buy leveraged key data insights to develop portfolio strategies and redirect contact strategies matching customer interaction based on multi-dimensional relationships customers have with Best Buy’s brands. Learn about key business and customer engagement success metics and how they are translating the approach to other digital channels. 10:50a – 11:05a 11:05a – 11:50a Best Buy Q&A Soraya Darabi: Social Media — How to Make It Work for Retailers Soraya Darabi, Digital Strategist & Co-Founder – Foodspotting In this back-to-basics speech, Soraya Darabi teaches retail businesses how to create a social media strategy with an effective ROI of returned users, increased engagement with your brand, increased sales opportunities, new demographics of purchasers and an overall perception of brand innovation. In this address Soraya explains why it’s so important to effectively leverage social media and organic marketing to increase the potential of your retail platform. In the speech she lays out her five pillars for success in social media. She offers tips on how to leverage emerging mediums and up-and-coming social networks to best enhance brand presence; maintain customer loyalty; reach a new generation of fans, followers and subscribers; and increase web traffic to your brand’s web page. CRMC attendees will learn what is most relevant in today’s digital workplace. 11:50a – 12:05p Soraya Darabi Q&A 12:05p – 12:20p Closing Remarks and Giveaway 12:20pAdjourn 20 Roundtable Discussions Roundtable Discussions Loyalty & Strategy Grand Ballroom AB 1. 89 Degrees: Turning Customer Contact Into Retail Success Jeff Caplan, Partner and Vice President – 89Degrees Jeff Pearson, Senior Vice President, Marketing – hhgregg 2. Acxiom: Measuring the Effectiveness of Your CRM Solution Gary Ostrager, Senior Strategist – Retail & CPG – Acxiom 3. Affinion Group: The Fifth Wall – Building a Brand That Extends to Your Customer’s Everyday Life John Boccuzzi Jr., Senior Vice President– Affinion Group Rob DiPetro, Vice President – Affinion Group 4. Anchor Retail Solutions: Leveraging Powerful Marketing Solutions to Your Customer Base Mark Schenker, President – Anchor Retail Solutions 5. BrainBranding: Are you targeting too specifically? BrainBranding can expand your market. 6. Customer Communications Group: Loyalty ROI Through 10. Kobie Marketing: The Best Technology to Drive Customer 14. SHC Direct: Make Your POS Smarter — Extend Its Capabilities Data Insights and Truly Strategic Communications Engagement & Generate Measurable Results for Loyalty Program Operation Sandra Gudat, President/CEO – Customer Communications Group David Slavick, VP Retail Consulting – Customer Communications Group Carlos Dunlap, Practice Director of Loyalty Consulting – Kobie Marketing Mark Horbal, CIO, Senior Vice President Enterprise & Innovation – SHC Direct 7. Discover: Driving Retail Growth Through Partnerships Sharon Burger, Manager, Rewards – Discover Kelly McSwain, Manager, Rewards – Discover 8. Harte-Hanks: Connecting Customer Interactions and Behaviors Across Multiple Channels Charles Noland, Senior Vice President – Marketing Analytics – Harte-Hanks 9. Infogroup Targeting Solutions: When Will Then Be Now? 11. LoyaltyOne: Give Me Some Attitude: What Consumers Say About Loyalty Leaders 15. Targetbase: Driving Incremental Sales Brian Shedd, Vice President Business Development – Targetbase Dennis Armbruster, Vice President Integrated Marketing – LoyaltyOne 12, LoyaltyOne: Q&A With Bryan Pearson, Author of The Loyalty Leap — Turning Customer Information Into Customer Intimacy Bryan Pearson, President – LoyaltyOne 13. rDialogue: Multi-Dimensional Measurement for Loyalty Phil Rubin, CEO & President – rDialogue Soon. A Discussion on Recency, Time and Location Christian Ward, Chief Data Officer – Infogroup Ken Banks & Robyn Winters, authors of BrainBranding — Activate the Brain, Stimulate Your Brand 22 21 Missing something? Is your customer loyalty program missing … loyal customers? CCG can complete the picture with a full-service approach. Our winning formula starts with customer analytics and research, is made unique through creative execution — and is topped off with ROI measurement and sustained program refinement. Learn how CCG can OUR MERCHANTS. OUR CARDMEMBERS. A PERFECT MATCH. Partner with Discover and watch your business grow with custom campaigns, redemption options and digital strategies. You’ll get the advanced targeting and analytics you’ll need. Plus, Discover connects you directly to customers with one-on-one attention you can’t get anywhere else. ® fill in your gaps for a loyalty program that thrives. Call us today at 800.525.0313. cu stom er.com | twi tter.com /cu stom er p rofit Get to the right customer the right way. Visit Booth 19 or e-mail [email protected] ©2012 Discover Bank, Member FDIC DC_12_00396_Sponsorship_Ad_0322.indd 1 3/23/12 9:54 AM Roundtable Discussions Analytics & Implementation Grand Ballroom EF 1. Affinity Solutions: Accessing 3rd Party Data — What’s on Social & Mobile Columbus Ballroom EF 6. Experian Marketing Services: Using Data and Insights to 1. Aimia: How Digital Is Forever Changing Loyalty Management 6. TIBCO Loyalty Lab: What Marketers Need to Know — your wish list? Build a Customer-engagement Framework – Using Audience Data to Drive Digital Decisions Connecting Facebook to Loyalty Programs Tom Tracy, Vice President Retail Strategy & Account Management – Affinity Solutions Daniel McCrillis – Experian Marketing Services Doug Rozen, Senior Vice President – Aimia David Rosen, Strategy, Analytics & Consumer Insights – TIBCO Loyalty Lab Graham Blankenbaker, Chief Technology Officer – TIBCO Loyalty Lab 2. Brierley+Partners: Achieving a Comprehensive View – Database Integration of Customer Engagement Points Don Smith, Senior Vice President, Consumer Insights & Innovation – Brierley+Partners 3. Cartera: Engaging the Multi-Channel Consumer — Acquisition and Retention Strategies Matt Martella, Director – Merchant Partnerships – Cartera 4.dunnhummbyUSA: Translating Big Data into Actionable Insights 7. Lift361: Five Best Practices for Empowering Your Strategies With Data Ed Higdon, President – Lift361 8. Metrics Marketing Group: Microsoft Tags vs. QR Codes — When and Why for Each Amy Bamberger, Technology Integration Specialist – Metrics Marketing Group 9. Speedeon Data: Using Data Models to Maximize New Mover Program Results: A Comparative Analysis Gerard Daher, President – Speedeon Data Corporation Piyush Zaveri, Senior Vice President Consumer Markets – dunnhumby Marc Fischli, COO – dunnhumby 10. Vertis Communications: New Movers — How Focusing on 5. Epsilon: Loyalty, More than Discounts: Insight, Interaction Tim Hendricks, Senior Vice President Marketing Services – Vertis Communications and Engagement 23 Roundtable Discussions John Bartold, Vice President, Loyalty Solutions – Epsilon This Demographic Drives Sales and Loyalty 2. Epicor: Best Practices in Mobile Clienteling Will Stephenson, CRM Solutions Consultant – Epicor 3. inStream: Your Mobile Strategy – mCommerce or Enhanced CRM? Anand Raman, Vice President of Digital Programs – inStream 4. The Segerdahl Group: Going Viral — the Next Generation 7. VMBC: New Strategies for Using Location-based Technology to Build Sales and Brand Loyalty Joe Cox, President – VMBC Mark D’Amico, Director of National Accounts – VMBC of Direct Mail Don Farrell, National Accounts Director – The Segerdahl Group 5. Soundbite Communications: Mobile Databases and Consumer Behavior: What They Say, What They Want and Knowing the Difference Joe Dacey, Director of Mobile Sales – Soundbite Communications 11. Wiland Direct: Data Driven CRM — Working With 3rd 24 parties to Drive In-Store & Direct Revenues Ellen Smolyar, Director, CRM – Crate & Barrel Jerry Joyce, SVP New Business Development – Wiland Direct Making every customer feel special. The universe of customer data is expanding exponentially. We know how to translate Big Data into meaningful, actionable insights. Around the world, from bricks to clicks, we’ve helped the world’s biggest retailers and brands serve their customers better. We empower our partners to personalize the experience — turning insights into action in areas such as loyalty, communications and merchandising — In a customer-driven world moving at warp speed, you need instant insights on your cross-channel retail customers. Let Infogroup Targeting Solutions bring these marketing insights to save you the time and resources to ultimately drive more online and offline purchases. Please visit us at Booth # 7. For more information, please contact Malti Shukla at 402.836.5541 or [email protected]. to deliver measurable value. www.infogroup.com 2012 Workshops Speakers Epsilon Workshop – Columbus EF Nice” list! Learn the “Dos and Don’ts” of mobile marketing by examining real-world mobile examples from brands like yours — some that deserve a gold star and some that, well … don’t. Join us to find out who is doing it right. This is one workshop you won’t want to miss! Making Marketing Data Work For You: Ten Proven Practices for Successful Retailers Stacey Hawes, Senior Vice President of Account Management, Epsilon Targeting VMBC Workshop – Columbus KL Phil Kaus, Director Enterprise Analytics, Cabela’s Is your current marketing data strategy working for you — as best as it can? Join Epsilon Targeting for this must-attend workshop and learn the 10 proven data practices that bestin-class retailers are implementing in order to measurably increase their marketing results and ROI. Join Stacey Hawes, Senior Vice President of Account Management, to learn how successful retailers are using high-performing data to acquire, retain and reactivate customers. Harte-Hanks Workshop – Columbus GH The Marketer’s Mobile Readiness Boot Camp Michele Fitzpatrick, Senior Vice President, Strategy & Insight, The Agency Inside Harte-Hanks Jeannette Kocsis, Senior Vice President, Digital Marketing, The Agency Inside Harte-Hanks SHE PREFERS SHOPPING BY PHONE. By 2015, US eCommerce sales are expected to reach $304 billion*. It’s time to upgrade your omnichannel loyalty and engagement strategy. We can help. Call 800-821-7892. 800.821.7892 | www.kobie.com EXPERIENCE LOYALTY™ To learn more about omni-channel loyalty, scan or go to kobie.com/crmc Joe Cox, President, VMBC Greg Hill, Vice President Marketing, VMBC Mark D’Amico, Director of National Accounts, VMBC Mobile is fast becoming the primary customer touchpoint for your brand. And your loyalty programs need to not just exist on the mobile platform, but thrive there. Come to this dynamic, interactive session and learn first-hand the most effective strategies and tactics behind designing and managing a customer loyalty program that takes full advantage of all that mobile has to offer. We’ll detail ways to better engage your existing loyalty database, best practices for growing your audience through mobile, and tactics for energizing your base and creating an even deeper sense of loyalty and connection to your brand — all in ways that deliver even greater value to your most important customers. Don’t miss the session that will have an immediate impact on the growth and performance of your entire CRM program. John R. Brandt, CEO & Founder – The MPI Group Dennis leads the development of innovative loyalty strategies for LoyaltyOne Consulting clients throughout North America. He directs a team of internationally recognized practitioners who have worked with companies across the business spectrum, including MGM MIRAGE, Eddie Bauer, Best Buy, HP Software and Visa International. Dennis has more than two decades of experience consulting to companies in the retail, financial services, airline, hospitality, telecommunications and pharmaceutical sectors. An expert in loyalty program strategy as well as implementation and technology platforms, he spent many years with Carlson Marketing Worldwide, rising to the position of Vice President, Customer Loyalty and CRM. High-profile clients that have benefited from his counsel, include Coca-Cola, ESPN, The Home Depot, Starbucks, Budget Rent A Car, The Limited, Eastman Kodak, Northwest Airlines, ExxonMobil, BellSouth, Chase and Bank of America, among many others. Most recently he was Vice President and General Manager of Business Development for Lifetouch Inc., guiding the photography company’s rapid retail expansion across the U.S. As Publisher and Editor-in-Chief of IndustryWeek magazine; President, Publisher and Editorial Director of Chief Executive magazine; and now CEO and Founder of The MPI Group, a global research firm, Brandt has spent more than two decades studying leadership in effective, purpose-driven organizations. An expert on how companies and communities can adapt themselves to the realities of new markets, new corporate structures and new customer expectations, he is an accomplished leadership and management innovator, with a broad array of interests and responsibilities spanning his interests in management, technology and journalism. Under Brandt’s leadership, MPI has become a global leader in research that uncovers how top-performing companies succeed in an array of industries, including retail, healthcare, IT, manufacturing, distribution and services, among others. MPI insights are based on deep analysis of its proprietary database (one of the world’s largest) of detailed financial, operational and strategic metrics collected from more than 10,000 facilities and firms around the globe, with data collected across Canada, Mexico and the United States, as well as in Asia and Europe. This allows Brandt to share not just worldclass research techniques, tools and execution, but also a deep understanding of business management, IT and operational challenges. Brandt combines two decades of experience in marketing, management and consulting with a passion for journalism that has earned him more than 20 awards for reporting, writing and editing. Prior to founding MPI, he served as President, Publisher and Editorial Director of Chief Executive magazine, where his leadership transformed it from an also-ran into one of publishing’s most surprising comebacks. Before that, he was Publisher and Editor-in-Chief of IndustryWeek magazine; under his direction, the once-troubled magazine (it had lost money for more than a decade) won more than 70 editorial awards while more than doubling its revenues, putting it solidly in the black. Brandt is also an internationally recognized expert on strategy, management and technology. A recipient of the prestigious Neal Award (often called the Pulitzer of the business press), Brandt has also served as a Neal Awards judge. Colleen Becker, Director of Customer Loyalty – The Sports Authority As Director of Customer Loyalty at Sports Authority, Colleen leads the Loyalty Team on all aspects of program design, implementation and day-to-day management of Sports Authority’s new loyalty program, including CRM strategy and execution. She has been both a consultant and practitioner of loyalty marketing in the U.S. and Europe, having worked previously at LoyaltyOne Consulting, Best Buy and Carlson Marketing (U.S. and European offices). 26 *US Online Retail Forecast, 2011 To 2016, Forrester Research, Inc., February 27, 2012 25 Mobile marketing is all the buzz … but how do you really make it work? In this fast-paced session full of real-life examples, participants will learn from industry-recognized strategy and digital marketing experts about the basic and advanced practices for mobile marketing: how, when, and why to use it; best practices to ensure effective, engaging mobile campaigns utilizing mobile email, mobile optimized websites, QR codes, SMS and automated messaging; and the killer mobile (and multichannel) KPIs that all retailers should be monitoring and measuring. Plus, back by popular demand: the “Naughty and Strategies for Creating Customer Loyalty on the Mobile Platform Dennis Armbruster, Managing Partner – LoyaltyOne Consulting STRATEGY • TECHNOLOGY • PROGRAM MANAGEMENT Speakers Speakers Sean Breckenridge, Director of Marketing, Customer Retention & Development – Bass Pro Shops Sean has been working with customer relationship programs for over 15 years. He started his retail career in store operations for California-based Sav-On Drug stores, part of the American Stores Company. After a stint in the travel and tourism industry, working for America West Airlines (now U.S. Airways) and Best Western Hotels, he transitioned back into retailing after earning his M.B.A. He started at PetSmart as the Director of Marketing Business, Research and Analytics. He started his CRM journey working with retail industry luminaries Fred Newell (five-time author and Founder of the CRMC) and Ken Banks, developing and implementing the PetSmart PetPerks loyalty program. Currently, he oversees the Bass Pro Shops Outdoor Rewards, Preferred Rewards, co-branded credit card program. In addition to these duties, other marketing responsibilities include customer research and analytics, direct marketing, newspaper inserts, warranty programs, web and mobile websites, e-mail and social media. Barb Buettin, Director, CRM and Enterprise Information Management – Chico’s FAS, Inc. Barb Buettin brings over 25 years of experience in technology implementations, development and business processes along with a true love for managing strategic business activities with data. She currently serves as the Director of CRM and Enterprise Information Management for Chico’s FAS and is responsible for all technologies related to the customer loyalty program, customer marketing data, as well as the management of enterprise information tools. Prior to joining Chico’s FAS, she managed the development and deployment of the CRM technologies for Limited Brands and led their initial development of enterprise data strategies. Prior to Limited Brands, Barb spent 10 years in independent consulting focused on Business Process Redesign and the augmentation of technologies to support those initiatives. 27 Jeff Caplan, Partner/Vice President – 89 Degrees Joseph Cox, President – VMBC Mark D’Amico, Director of National Accounts – VMBC Jeff has focused on the use of information and technology to improve marketing performance throughout his career. Prior to 89 Degrees, Jeff held senior positions in analytics and client management at Harte-Hanks, served on the Executive Management team of Verbind (a venture-backed software company that was sold to SAS) and worked as a Management Consultant in the Strategic Services Practice area of Andersen Consulting. Client experience includes hhgregg, Famous Footwear, Hyundai, MBNA and Wells Fargo. Jeff received an M.B.A. in Marketing and Entrepreneurial Management from the Wharton School of the University of Pennsylvania and a B.A. in Political Science from Claremont McKenna College. With more than 20 years of senior executive experience in the Retail Industry, Joe joined VMBC in 2004. He has an extensive background in the field of product development, merchandising and marketing with Fortune 500 companies such as JC Penney and The Walt Disney Company. His bold vision and strategic approach has been critical in driving substantial incremental profit for all of his clients. Joe’s role as a change agent has helped transform many of the enterprises he has worked with, including VMBC. He has a passion to exceed the expectations of the customer by delivering quality, value and exceptional service. He employs leading-edge methodologies to ensure operational success and to expand market share. Joe holds a master’s degree in Business Administration with a concentration in Finance. Mark joined VMBC in 2011 as Director of National Accounts. He started his 20-plus years of marketing experience with Xerox and spent six years with a Hallmark-owned marketing agency, where he focused on providing direct and relationship marketing solutions to several Fortune 500 companies. In addition, Mark has extensive knowledge of digital marketing, database marketing and loyalty marketing, and has worked with clients such as Xerox, Valvoline, AAA, New York Life, Comcast, Time Warner, Modell’s Sporting Goods, Starwood Hotels, Pfizer and others. He has been recognized for his client focus and ability to help businesses form results-driven marketing strategies. Chuck Chapek, Vice President of CRM – ANN INC. In this role, Chuck is creating the CRM “Center of Excellence” for ANN INC. He is tasked with capturing, managing and monitoring client data and launching a “best in class” CRM infrastructure. Through leveraging the infrastructure and data, he is focused on delivering robust and actionable client insights. Chuck is also responsible for supporting the brands/ channels in creating and implementing a contact strategy across all client touchpoints. Prior to joining ANN INC., Chuck was VP, CRM and Database Marketing at Charming Shoppes, Inc. He was responsible for the strategic direction of the tools and technology to support the customer relationship marketing strategy and execution. He also created and implemented Customer Relationship Marketing (CRM) programs and initiatives, in addition to leading and managing customer insights and the market/customer research initiatives. Chuck also served as Senior Director of Database Marketing at Zale Corporation, where he was responsible for the strategic direction and tactical execution of all CRM and database marketing initiatives. Chuck has also held the following positions: Director of Direct/Internet Marketing at RadioShack Corporation; Director, Data Strategy and Services at H Corporation and Director, Database Marketing at Knight Ridder. Chuck earned a bachelor of science degree in Urban-Economic Geography and History from the University of Wisconsin-Eau Claire. He is an active member of the Direct Marketing Association (DMA), the International Association of Privacy Professionals (IAPP) and National Retail Federation (NRF). He is also the Chairman of the CRMC Retail Advisory Committee. GREAT CUSTOMERS NEVER COME BACK BECAUSE THEY NEVER LEAVE LoyaltyOne has led the loyalty industry for more than 20 years with unmatched strategic, analytic and marketing capabilities. Our innovative ideas are grounded in solid research, thoughtful analysis and decades of experience, so we can enrich the relationship between your customers and your brand like no one else. Let’s say ‘hello’ today – call us at 1.888.515.8515. Loyalty Programs Loyalty Strategy Insight & Analytics Relationship Marketing “The success of our Canadian Credit Card business is largely attributed to AIR MILES. The American Express AIR MILES Credit Card is now a key co-branded portfolio globally.” Vice President & General Manager Consumer Products & Partnerships American Express VISIT LOYALTY.COM “LoyaltyOne” is a service mark of Alliance Data Systems Corporation or its affiliates. In Canada, “AIR MILES” is a registered trademark of AIR MILES International Trading B.V. used under license by LoyaltyOne, Inc. and Amex Bank of Canada. Amanda Cromhout – Truth Amanda Cromhout specialises in loyalty strategy, programme design and implementation. She founded Truth in 2006. Amanda has years of top level executive experience in British Airways (globally and in South Africa), plus over three years at Woolworths, South Africa’s premium retailer, overseeing their CRM department. Truth is at the forefront of loyalty and customer-centricity in South Africa and internationally, and is frequently asked to speak as a subject matter expert. Amanda played a pivotal role in the team that launched the Pick n Pay smart shopper loyalty program. Truth’s latest project has been working with the team at Edcon, South Africa’s largest non-food retailer, on the launch of their Thank U rewards program, which launched in February this year. Soraya Darabi, Co-Founder – Foodspotting & Digital Strategist – ABC News Soraya Darabi began her career as Manager of Digital Partnerships and Social Media at The New York Times, where she successfully led the drive to syndicate NYTimes.com news and video across multiple social-media platforms. In 2009, her New York Times multimedia Inauguration Day campaign on Facebook won first prize at the INMA Awards for excellence in marketing. Darabi was named one of AdAge magazine’s “25 People in Media to Follow on Twitter” and was on the “Silicon Alley 100” list in 2009. In June 2010, Fast Company featured Darabi on the cover of its annual “Most Creative People in Business” issue and in October she appeared on the cover of Brandweek’s Hot Digital issue. She served as Product Lead at drop.io, a real-time online sharing and collaboration and presentation service based in New York City recently acquired by Facebook. Today, Soraya dedicates her time to the location-based mobile application Foodspotting, and to ABC News, where she reports on online communities as their digital strategist. She leverages her social media expertise to help important nonprofit causes, including Charity: Water, The Robin Hood Foundation and Goods4Good.org; in 2011 she became the first digital ambassador to The United Nations’ technology group “Global Pulse.” Soraya earned her B.A. in English literature from Georgetown University in 2005. 28 Speakers Marc Fischli, Chief Operating Officer – dunnhumby Canada As COO, dunnhumby Canada, Marc leads the Joint Venture with Metro Inc., a major Canadian grocery retailer. Marc has been with dunnhumby for four years, and brings previous retail and consumer goods experience from his work at Tesco, Diageo and Cadbury Schweppes. Prior to his current role, Marc was responsible for dunnhumby’s international business development activities around the globe as Head of Global Client Development. He also ran the business side of dunnhumby’s international incubator units during our “Discovery Phases.” Before joining dunnhumby, Marc has been responsible for the creation and launch of Tesco’s Operating Model into China, Japan, Turkey and the U.S.A. He was General Manager for two of Diageo’s country business units (France and Poland), and has led strategy development and execution in Asia and Europe for the Diageo’s Global Strategy Team. He has an M.B.A. from the London Business School. Marc is fluent in English, French and German with conversational ability in several other languages. He has been based or worked extensively on projects in many European, Asian, North and South American countries. Michele Fitzpatrick, Senior Vice President, Strategy and Insight – The Agency Inside Harte-Hanks 29 Michele Fitzpatrick has more than 20 years of marketing experience in the direct response arena. She currently serves as Senior Vice President, Strategy and Insight for The Agency Inside Harte-Hanks with responsibility for marketing strategy, analytics, market research, new business development and agency marketing. By aligning these functions under Michele’s leadership, it ensures market insight is fully leveraged in the strategic design of our clients’ multichannel programs resulting in more relevant, impactful campaigns. Michele is passionate about bringing the power of relationship marketing to our clients and the industry as a whole. She is a public champion of brand engagement strategies, regularly providing thought-leadership through her participation in industry associations and events. Among Michele’s accomplishments are the creation of several award-winning direct marketing programs and a long list of successful integrated media direct response marketing programs for her clients. She played a critical role in the design, development and execution of an integrated marketing database program that earned the DMA’s Excellence in Database Marketing Award. Prior to joining Harte-Hanks, Michele Speakers worked in the Ventures Marketing Group at National Liberty Marketing (Providian Direct). There she was responsible for the promotion of National Liberty’s insurance products to the customers of a variety of third party sponsors through direct response marketing techniques. Michele holds a B.S. in Journalism from West Virginia University with additional studies in marketing and communications. Welington Fonseca, Head of CRM – Gilt Groupe As the Head of CRM for Gilt Groupe, Welington Fonseca oversees all member communication and retention programs including Gilt’s Noir loyalty program. Welington started his career at Gilt in September of 2011 and since then has spearheaded various initiatives, including the implementation of several ongoing activation, reactivation and loyalty programs, and the optimization of Gilt’s contact management practices by delivering fewer, more relevant content to members. Prior to joining Gilt, he was a Vice President of Marketing at Lord & Taylor, overseeing its customer acquisition and retention programs both in-store and online, and a Director of Marketing at Toys“R”Us, where he managed all “R”Us guest programs, including Geoffrey’s Birthday Club, Rewards“R”Us, Baby Registry, Wish List, “R” Mobile, and “R”Us Credit Cards. Welington obtained his bachelor’s degree in business from Mackenzie University in his home country, Brazil, and his Masters of Business Administration from Ross School of Business in Ann Arbor, Mich. He is the father of five-year-old twins and currently resides in Ridgewood, N.J. Lexy Funk, co-founder and CEO – Brooklyn Industries New York-born, Europe-raised artist turned entrepreneur, Lexy Funk is the co-founder and CEO of Brooklyn Industries. Without a business degree or investment capital, Funk crafted an anti-bureaucratic culture of creativity and independence in the workplace. In 2010, in recognition of Funk’s leadership and business excellence, she received the Ernst & Young Entrepreneur of the Year® 2010 Award in the retail, distribution and manufacturing category in Metro New York. She continues to grow Brooklyn Industries every year as an innovative and creative vertical retailer that stays true to its Brooklyn roots. Funk graduated Magna Cum Laude from Wesleyan University in 1991. She completed the Whitney Museum Independent Studio Program in 1993. At age 25 in 1995 she started her first business. She lives with her husband and two boys in Brooklyn, New York. Marc Giroux, Vice President, Marketing – Metro Inc. In his role as Vice-President, Marketing, at Metro Inc., the third-largest food retailer in Canada with sales of $12B, Marc Giroux is responsible for all aspects of marketing, including loyalty for the company’s 10 food banners in Quebec and Ontario. Always focusing on creating customer value and loyalty in business-to-consumer and businessto-business categories, he has held various senior executive positions, including that of Vice-President, Business Market, at Telus from 2005 to 2009. Marc holds an M.B.A. in Marketing and Information Technology and pursued advanced studies at Harvard Business School and the École supérieure des sciences économiques et commerciales (ESSEC) in Paris. The father of two children, Marc Giroux is greatly involved in many charitable organizations. He has been a patron of the Cystic Fibrosis benefit gala for the last two years and has been sitting on the Board of Directors of The Lighthouse, Children and Families for the last five years. Stacey Hawes, SVP, Account Management and Business Development – Epsilon Targeting Stacey is the Senior Vice President of Account Management & Business Development for Epsilon Targeting’s multichannel merchant, retail and business-to-business divisions. She is responsible for growing the number of participants who contribute to the Abacus Data Cooperative and strives to ensure that Epsilon Targeting is exceeding customer service expectations. Additionally, Stacey implements strategies to grow multiple lines of business and match client needs with the appropriate product offerings. In her leadership role, Stacey manages the sales process and account management teams, and actively participates on the executive team to shape the company’s product offerings, paying particular attention to customer needs. Stacey joined Abacus (now Epsilon Targeting) in 2000 as a product manager, assisting clients with email campaigns focused on increasing their ROI. During her tenure at Epsilon Targeting, Stacey has held numerous and progressive roles as the Director of Product and Market Management, Vice President of the Business-to-Business division and Senior Vice President of the Multi-Channel Merchant division. Prior to joining Abacus, Stacey worked as a senior business consultant for MarketPower, where she assisted clients in the energy and telecommunication industries with the development of strategic business and marketing plans. Stacey also worked for LG&E Energy, a Fortune Intelligent DM Loyalty Kits Card Issuance 4C Hybrid Printing At SHC Direct we optimize the usefulness of your customer specific purchasing behavior data so that you may more effectively identify and market to your best (and potentially best) customers. We provide end-to-end solutions designed to drive increased purchasing and profitability. We turn customers into active advocates. From loyalty programs to win-back strategies, from retention programs to activation plans, at SHC Direct, we’ll design the most effective customer insight strategies to maximize your return. Contact us today, your customers are waiting. 6019 WEST HOWARD STREET. NILES, ILLINOIS 60714 847 588 2580. SPECIALTYPRINTCOMM.COM 500 company, where she spent five years in the Leadership Development Program. During her time at LG&E, Stacey held multiple positions deigned to provide her with a deep understanding of the company’s overall operations. Stacey is a graduate of the University of Louisville, where she earned her M.B.A. and B.S. in Economics. She currently serves on the Board of NEMOA, is a 2005 and 2006 recipient of the “Who’s Who” top 100 in Business-to-Business marketing and served as Vice Chairman of the Direct Marketing Association’s Business-to-Business council in 2006. Steve Hoban, General Manager, Smart Shopper – Pick n’ Pay Steve Hoban was born in the U.K. He has over 16 years’ experience in retail. He started with Sainsburys in the U.K. via their management trainee scheme in stores where he developed into the buying division in fresh products. In 1997, Steve moved to Asda as a senior buyer in household products. There, he set up a private label tendering division focused on delivering savings to Asda U.K. and Walmart Germany. In 2003, Steve joined Walmart global procurement division as the Import Development Director with the responsibility to grow the import business for Walmart Europe across all categories, food, clothing and General Merchandise reporting into the MD for EAME region. In 2008 an opportunity arose to join Pick n Pay in South Africa. Steve’s role at Pick n Pay has included supplier centralization into distribution centers, import development work and creation of a Goods Not For Resale division, centralizing Pick n Pays indirect spend categories. In March 2011 Pick n Pay launched its loyalty program, smart shopper, which he was asked to lead in entirety as the General Manager. Jay Hoffmann, Vice President/General Manager New Business – Groupon Jay Hoffmann is the Vice President/General Manager of New Business for Groupon. His responsibilities include the launch of Groupon Rewards, which is designed to provide a full lifecycle marketing suite of products to the hundreds of thousands of businesses that interact with Groupon every year. Before joining Groupon, Jay was responsible for the Partnership business at Mileage Plus, the loyalty program for United Airlines. This included the Mileage Plus Visa® business partnership with Visa and JPMorgan Chase, where he launched three new products that introduced experiential features to reinvigorate the 30 Speakers Speakers credit card product assortment. Mileage Plus Shopping was also launched, along with new partnerships using location-based services, social media and daily deals. Jay’s experience before Mileage Plus is diverse, but consistently focusing on marketing and new products — including time well spent at Snapfish, BCG and The National Park Service. Adam Holyk, Vice-President, Loyalty and Insights – Walgreens Co. Adam Holyk is currently Divisional Vice-President, Loyalty and Insights at Walgreen Co. in Chicago. He is an expert in customer-centric retailing, helping transform retailers’ data into insights to enable better business decisions and drive business performance. Prior to joining Walgreens, Adam has held senior level roles at both American Express and dunnhumby, providing consulting services to leading retailers such as Target and Macy’s. He also led analytics and loyalty groups at both Shoppers Drug Mart and Loblaws in Toronto. Adam holds a B.A. from the University of Guelph, a J.D. from Osgoode Hall Law School and an M.B.A. from the Schulich School of Business. Veronica Smith Katz, CSA, Head of Retail Marketing, Strategy and Alliances – eBay, Inc. 31 Veronica joined the organization in April 2011 to lead marketing and business development across the fashion vertical. Since joining the company, Veronica has also been tasked with overseeing all strategic marketing verticals, including charities, nonprofit, education, media, publishing and music. Before joining eBay, Veronica was the Vice President of Strategic Partnerships and Business Development at David’s Bridal. Besides leading business development, sales and marketing teams, she was also responsible for launching DB.com, as well as the company’s multi-channel wedding planning program. She joined the company in 1999 as Director of Fulfillment. Prior to joining David’s Bridal, Veronica worked for the Polo Ralph Lauren Luggage Company for eight years, where she held positions such as Manager of Customer Service and Director of Operations. Veronica serves on the E-tail Advisory Board, CRMC Committee and Global Retail Marketing Advisory Board. Her dedication has also helped her earn a variety of accolades throughout her career. In February 2007, she represented the United States at the Jordan Women’s Business Leaders Summit in the Middle East, and in September 2005, Veronica was selected to participate in the Riga Women’s Business Leaders Summit in Latvia. Her public speaking credits include key retail marketing conferences such as RAC, eTail, CRMC, RMI and GRM. In January 2007, Chain Store Age named Veronica one of the top 40 retail executives under the age of 40. Veronica has a bachelor’s degree in Political Science from Rutgers University and a master’s degree in Leadership from the McDonough School of Business at Georgetown University. She is an active American Red Cross Tiffany Circle Member and PAWS board director. Veronica currently resides in Pennsylvania with her husband, Ed, and her 12-year-old daughter, Amelia. Jeannette Kocsis, Senior Vice President, Digital Marketing – The Agency Inside Harte-Hanks Jeannette Kocsis oversees the digital strategy and media programs at The Agency Inside Harte-Hanks. Jeannette is responsible for integration of new media, including social and mobile, into client offerings. Her expertise includes social media, mobile marketing, Web site conversion strategy, digital marketing, search marketing and the Web data that informs strategy. Jeannette is the author of the Conversion Point™ whitepaper series, the methodology used by Harte-Hanks for its Digital Practice, and the Social CRM methodology, used to integrate social media into CRM strategies. Jeannette is a regular contributor for online publications including DMNews and MobileMarketing.com, and presents frequently at industry events and webinars on mobile marketing, search marketing, Web site conversion metrics and optimization, and social media marketing. She is also a contributing writer to Social Media Marketing for Dummies and Mobile Marketing for Dummies. Jeannette serves on the DMA Mobile Marketing Council and the DMA Search Engine Marketing Council, and is a founding member of the Advisory Boards for each Council. She was named to Mobile Marketer’s Mobile Women to Watch 2010 list, and she recently was honored as a Lifetime Echo Judge for the DMA. Jenn McMillen, Division Vice President, Loyalty & CRM – GameStop GameStop is a $10B international retailer, and Jenn is the creator of their new loyalty program, PowerUp Rewards. She is a multi-channel retail and relationship marketing expert, and her core areas of expertise are CRM, database marketing, targeted direct marketing, creation and hands-on management of customer programs, quantitative measurement and modeling/analytics. Prior to joining GameStop, Jenn was head of marketing for $1B retailer Tuesday Morning, leading all direct marketing and national media efforts. Before Tuesday Morning, she was director of CRM for Jo-Ann Fabrics & Crafts, a $2B retailer, and senior CRM manager for AT&T Wireless. Jenn has significant loyalty program creation and management experience, including Blockbuster Rewards, United Airlines’ Silver Wings Plus, Vail Resorts Peaks, eRewards and Payless ShoeSource Points, but started her CRM career managing one of the first national telecom loyalty programs, GTE Mobilnet’s Net Rewards, in the mid-90s. Jenn has an undergraduate degree in journalism and public relations from Indiana University of Pennsylvania and an M.B.A. with a concentration in marketing from Southern Methodist University. Joe Newsum, Senior Vice President of Marketing – Sports Authority Joe joined Sports Authority as VP of Strategy and Marketing in March 2010. He was quickly promoted to SVP of Store Operations, where he and his team developed and rolled out My Sports Authority, a new operating model for the 15,000 Sports Authority store associates. He recently assumed the position of SVP of Marketing, where he is driving the strategic objectives and execution of Sports Authority’s value proposition. Prior to joining Sports Authority, Joe worked at McKinsey, Mercer Management Consulting and held various positions in Software and Telecommunication companies. Zanny Oltman, Vice President, Marketing Partnerships – Destination Maternity Corporation Zanny Oltman oversees all marketing partnerships for Philadelphia-based Destination Maternity Corp., the world’s largest maternity apparel retailer, including the brands A Pea In the Pod, Motherhood Maternity and Destination Maternity. Zanny is responsible for all marketing opportunities created for companies serving expectant mothers and new families. She leads all data licensing initiatives, sampling programs, in-store signage campaigns, e-marketing, web sponsorship, and in-store and online-subscription based programs. Tailored to each partner’s needs, these programs connect with Destination Maternity customers searching for the best products and services for them and their families. With close to 20 years of experience in lifestyle marketing, Zanny has created programs that leverage traditional media, online environments and retail space. She graduated from the Roy H. Park School of Communications at Ithaca College with a B.S. in Television Production and received an M.B.A. with a major in Marketing from DrexelUniversity. Zanny lives in the Philadelphia area with her husband and three children. Jeff Pearson, Senior Vice President of Marketing – hhgregg Jeff Pearson is the Senior Vice President of Marketing for hhgregg. A firm believer in making data-driven decisions, Jeff is responsible for hhgregg’s overall branding and creative strategies, which drive consumer traffic to more than 200 stores through the use of TV, radio, pre-prints, direct mail and digital initiatives. Prior to joining hhgregg in 2006, he held sales and marketing positions at Whirlpool Corporation and MarketStar Corporation. Paula Puleo, Senior Vice President and CMO – Michaels Stores Paula is currently Senior Vice President and CMO for Michaels Stores in Irving, Texas. Paula and her team are responsible for the development and execution of a fully integrated, multi-channel marketing strategy for Michaels. Since joining Michaels in 2010, Paula and her team have established a strong presence in the social media space, elevated the direct marketing approach by focusing on customer-centric targeting and capability development and have re-engineered many elements of Michaels.com, including the creation of a truly interactive online ad. Prior to joining Michaels, she was the EVP of Strategy and Enablement for Rapp, a marketing agency that is part of Omnicom and previously served as Director of Customer Marketing for Limited Brands. Paula served for more than five years as a Partner at Peppers & Rogers Group, a consultancy focusing on 1to1 marketing. Paula led the development of Peppers & Rogers’ consulting methodology and successfully worked with companies such as Ford, Nordstrom, LifeWay Christian resources, Neiman Marcus and AMD on developing and executing customercentric strategies. Prior to the Peppers & Rogers, Paula worked at American Express and The Reader’s Digest on loyalty and direct marketing strategies. Paula has an M.B.A. from Pace University and a bachelor’s degree in Mathematics and Computer Science from Manhattanville College. 32 Incrementality [in-kruh-men-tal-i-tee]: Would you drink coffee brewed last month? Certainly not. Like coffee, your customer data quickly loses its freshness and becomes less accurate as it ages. The bitter results of “stale” customer data include lower contact, delivery and response rates, higher costs, and lower revenue and ROI. Each day, Speedeon Data® processes customer data from more than 3,000 public and proprietary sources, ensuring the “freshest”, most accurate name, address and phone number data, available anywhere. Our new MVP - Mail Variable Processing Solution provides robust, industry-leading data hygiene and address deliverability ...and that means richer results for your direct marketing programs. Perk up your direct marketing with the highest quality customer data, “fresh brewed” daily by Speedeon Data. We offer four select blends: New Mover Programs, Data Optimization, Data Append, and Other Innovative Services. [Noun] Blissful state of mind achieved by retailers using Wiland Direct to drive incremental sales and boost ROI from CRM programs. With billions of purchase transactions from over 2,000 database participants, Wiland Direct knows the buying behaviors of nearly every consumer in the U.S. Using this vast data and powerful models, we help retailers to: • Generate Incremental Profit • Boost Campaign ROI • Optimize Contact Strategy • Reengage Former Customers • Acquire New Customers • Gain Customer Insights Let us show you how we can help enhance your CRM efforts. Call or stop by our CRMC booth to request a FREE Customer Intelligence Report! Or to learn more, please contact Jerry Joyce at 330.889.3194 or via email at [email protected]. Contact our sales “baristas” at 866-647-9219 or [email protected]. 303.485.8686 www.wilanddirect.com Copyright 2012 Wiland Direct. All rights reserved. “ I am so excited about your model results and can’t hold myself back! Your model created an incremental ROI of 170%. Great job to you all! This is really amazing. ” —Wiland Direct Retail Client Speakers Ernan Roman, President – Ernan Roman Direct Marketing Ernan Roman is President of the marketing consultancy, Ernan Roman Direct Marketing. He was recently inducted into the Marketing Hall of Fame for his pioneering work in creating three transformational methodologies: Integrated Direct Marketing, Opt-In Marketing and Voice of Customer Relationship Research. Clients include Microsoft, MassMutual, NBC Universal, QVC, IBM and Hewlett-Packard. He was named to “B to B’s Who’s Who” as one of the “100 most influential people in Business Marketing” by Crain’s BtoB Magazine. His latest book on marketing best practices is titled: “Voice of the Customer Marketing: A Proven 5-Step Process to Create Customers Who Care, Spend, and Stay.” He is also the author of the widely read blog, “Ernan’s Insights on Marketing Best Practices” at www.erdm.com. David Rosen, Strategy and Business Development – TIBCO Loyalty Lab As a member of TIBCO Loyalty Lab’s leadership team, David leads TIBCO Loyalty Lab’s strategy, analytics and consumer insights teams. David has designed innovative loyalty programs for dozens of top global brands in the multi-channel retail, consumer packaged goods, media and travel industries. Prior to joining Loyalty Lab in 2006, David held the position of Senior Vice President, Marketing, for MyPoints, the Internet’s largest and most active loyalty program. David was also a partner in Oliver Wyman’s retail and consumer practice, where he focused on consumer-driven strategies for companies in North America, Asia and Europe. David is a graduate of Dartmouth College and received his M.B.A. from Stanford’s Graduate School of Business. Jeff Simpson, Senior Vice President Retail & Consumer Brands – Harte-Hanks 33 Jeff Simpson is the Senior Vice President of Retail and Consumer Brand Markets for Harte-Hanks’ direct marketing. Reporting to Gary Skidmore, president of Harte-Hanks Direct Marketing, Jeff oversees a 25-employee division and is responsible for building and executing the firm’s retail and consumer brand go-to-market strategy and working with Speakers other Harte-Hanks business units to create and execute multichannel campaigns. Jeff has served with Harte-Hanks for more than four years and, in addition to his leadership of the Retail & Consumer Brands Markets, he leads strategy within the retail practice of Harte-Hanks, a strategic, full-service, data-based consultancy and service provider that delivers marketing, insights and enablement services to retailers across all points of customer interaction to optimize customer experiences, loyalty and value. Jeff came to Harte-Hanks from the client side, as the former vice president of marketing for Belk Department Stores. He has had responsibility for the creation, execution and delivery of a wide variety of marketing, media, research and promotional programs for a diverse group of other retailers and brands, among them Saks Department Store Group, Apple, State Farm Insurance, Nike, Adidas, Budweiser and BellSouth. Jeff earned his master’s of business administration degree in Marketing in 2001 from the University of TennesseeKnoxville. He is a recognized leader with extensive experience utilizing media, customer and market research, CRM (customer relationship management), analytics and public relations to formulate and implement growth strategies for a variety of companies. Don Smith, Vice President, Consumer Insights and Innovation – Brierley+Partners Bob Thacker, Former Senior Vice President of Marketing/Advertising – OfficeMax & Executive Director – Adopt-A-Classroom Don earned his Ph.D. in Political Science from The Florida State University (with concentrations in program evaluation, campaign management and statistics) and spent 11 years in academia (Rice University, Cornell College and the University of North Texas) teaching statistics and policy evaluation. Prior to joining B+P, he was a Research Director for Dallas County, Texas, in charge of database modeling, data mining and program reporting. He has authored several journal articles and a full-length book (Judicial and Legislative Innovation, 2004). At Brierley, Don specializes in building econometric models and creating segmentation schemes, with an emphasis on marrying customer engagement data (Web analytics, social media, communications response) to shopping and purchasing patterns. His current client list includes American Eagle Outfitters, Express, GameStop, Hertz and Sally Beauty. An avid theater aficionado, Don was the 1989 Saax Bradbury/ Amos Abrams Fellow to the Royal Academy of Dramatic Art in London, where he studied classical acting. Bob Thacker joined OfficeMax in late 2005, bringing a strong background in marketing and brand development. In his leadership role, Bob guided the company’s brand position and all customer marketing interactions. Early successes with OfficeMax include standout creative campaigns such as “Save Money On Ink” tattoo creative; “ElfYourself,” a viral marketing phenomenon; “Schooled,” a reality back-to-school television show; and “The World’s Largest Rubberband Ball” national media event. Bob’s career prior to joining OfficeMax includes a stint as CEO/President of BBDO Minneapolis, as SVP Marketing Services at Sears Roebuck and as VP Marketing at Target Corporation. Bob may be best known, however, as the man who brought Michael Graves to Target. As VP Marketing for Target Corporation (1989-98), Bob was responsible for launching the Target brand in new markets including New York, Chicago, Washington, D.C., and Philadelphia, where Target advertising achieved tremendous reception. Bob’s work with Michael Graves Design Group started the wave of new partnerships with other companies and properties that were marketed exclusively at Target, and brought Target to a new level of consumer loyalty and national recognition as one of the hottest brands in American retailing. In 2001 Bob was awarded the 2001 Silver Medal by the Minnesota Advertising Federation as the Man of the Year. He was twice selected by Advertising Age as one of the Top 100 Marketers in the Nation. Bob has also been elected to the Retail Hall of Fame. In 2011, Bob was also chosen by Advertising Age as one of 24 top media authorities in the industry. Dave Sims, Vice President, CRM – GNC Bob Soukup, Senior Director of Loyalty – Best Buy With an Electrical Engineering degree from the University of Cincinnati, Dave served eight years in the U.S. Navy onboard nuclear submarines, where he was also a Navy Diver. Following that he spent seven years at Procter & Gamble in various Information Technology roles in Manufacturing, Interactive Marketing, E-Commerce and Business Intelligence. Dave joined Retail Ventures, Inc., in August 2003 to deliver an in-house CRM solution for Value City Department Stores, Filene’s Basement and DSW. In November 2005 he became Director of Customer Marketing for DSW, where he re-launched and ran the award-winning DSW Rewards program. In December 2007, Dave moved to Toys “R” Us/Babies “R” Us to assume the role of Director of Gift Registry and Customer Loyalty. In this role he launched the Rewards “R” Us loyalty program in September 2008. In February 2009, Dave assumed his current role at GNC, where he is responsible for all CRM efforts, which include the Gold Card program, customer communications and all social/mobile initiatives. Bob is the Senior Director of Loyalty at Best Buy. In this role, he is responsible for loyalty marketing, including the Reward Zone program. Prior to Best Buy, Bob spent 17 years in various marketing roles in the airline industry, including running Northwest Airlines’ WorldPerks program and integrating WorldPerks into the Delta SkyMiles program. Bob lives in Edina, Minn. with his wife and two kids. Key to True Customer Intimacy. Data Integration. Visit www.cac-group.com, click on Customer Connect to see for yourself or contact either Brad Rukstales, CEO at [email protected] or Rob Morgan, CMO at [email protected]. Lars-Johan Lajjo Strand, Chief Marketing Officer – Stadium Lars-Johan is marketing and creative director for Stadium, Northern Europe’s largest sporting goods retailer with 110 stores across Sweden, Denmark and Finland. Prior to Stadium, he was responsible for marketing throughout Asia for fashion giant H&M, where he led the company’s introduction in China and Japan. Lars-Johan began his career with Razorfish Consulting, one of the world’s largest interactive agencies. Following Razorfish, he was international manager of Spraydate, a social network and dating site acquired by Lycos, and founded Fingertip Communications, a branding agency whose clients included J.Lindeberg, Tommy Hilfiger, Farrutx and Greater Than. Delivering engagement, loyalty, and inspiration to top retailers worldwide. American Eagle • Ann Taylor • Ashley Stewart • Barneys New York • BCBG Max Azria • Ben Bridge Jeweler • Ben Moss Jewellers • Big M • Bikini Village • Billabong • Bob’s Stores • Boot Barn • Brown Shoe • Build-A-Bear Workshop • Burberry • Carter’s • Casual Male • Charming Charlie • Christopher & Banks • City Sports • Cleveland Cavaliers • Cole Haan • Converse • Crocs • Deb Shops • Dressbarn • DTLR • Factory Connection • Foot Locker • Forzani Group • General Pants Group • Gibbon’s Company • Gliks • Goodwill Industries of Southeastern Wisconsin • Gordmans • Gorsuch • Gymboree • Haggar • Halls • Harbor Freight • Henri Bendel • Hurley • Jean Shop • Joe Fresh • Jones Apparel Group • Kellwood Retail Group • Lamps Plus • Laura Canada • Le Creuset • Liz Claiborne • Love Culture • Maidenform • Maurice’s • Michael Kors • Molbak’s • Northern Reflections • Please Mum • Quiksilver • Reitmans • SB Capital • Simply Fashion Stores • Skechers • Specialty Fashion Group • Specialty Sport Venture • Spyder • Styles For Less • Sussan Group • Syms Corp. • The Art of Shaving • The Fragrance Outlet • The Paper Store • Thomas Pink • Tory Burch • Tumi • Twigland Fashions • Under Armour • VF Corporation • Vitamin Shoppe • Warehouse One • Warnaco • Williamson-Dickie • Windsor Fashions epicor.com/retail Business Inspired™ Copyright © 2012 Epicor Software Corporation. Epicor, the Epicor logo, and Business Inspired are trademarks and/or registered trademarks of Epicor Software Corporation. All other trademarks are the property of their respective owners and are used with permission. All rights reserved. 34 Speakers Jim Thompson, Director of Customer Marketing – Express Jim Thompson is the director of customer marketing for Express, a $2B retailer selling men’s and women’s fashion apparel. Jim is responsible for all direct-to-customer marketing, including CRM, Loyalty, Credit, Gift Cards and Marketing Analytics. Since joining Express, Jim has led many successful projects, including the implementation of a fully integrated marketing database, and the design and launch of Express NEXT, Express’ new loyalty program. Prior to Express, Jim spent 10 years at Limited Brands, where he helped develop CRM at Victoria’s Secret into a program that successfully supports multiple brands and multiple channels while driving growth in the customer base. He also worked closely with Bath & Body Works and Limited Stores to support the development of multi-channel customer strategies. Mike Wagner, Vice President of Sales, Consumer Industries – Acxiom Corporation Mike serves as Vice President of Sales for Acxiom’s Consumer Industries Group, which includes Retail, Consumer Packaged Goods and Automotive. His responsibilities include driving client and new account relationships/revenue, developing and directing strategic business plans across teams of sales and account executive professionals, and solving business challenges and driving successful business outcomes for clients and prospects. Mike has worked in a variety of roles during his 15+ years at Acxiom, including selling marketing solutions and database services, leading teams of business development and sales professionals, and leading strategic account relationships. Prior to joining Acxiom, Mike spent several years with IBM focused on supporting the Retail Industry with technology-enabled products and solutions. Speakers Alexandra Wilkis Wilson, Founder & Chief Merchandising Officer – Gilt Groupe Alexandra Wilkis Wilson is Founder and Chief Merchandising Officer of Gilt Groupe, an innovative e-commerce company offering highly coveted products and experiences at insider prices. Alexandra has over 13 years of international experience in luxury goods and retail. Prior to Gilt Groupe, she worked at Bulgari, Louis Vuitton, Merrill Lynch and as a consultant for retail guru Marvin Traub at Financo. She holds a B.A. from Harvard College and an M.B.A. from Harvard Business School. Hjalmar Winbladh, Co-Founder – Wrapp Hjalmar is a serial entrepreneur whose latest venture, Wrapp, lets consumers celebrate friends and family with free gift cards provided by top retailers that want to attract customers. Prior to co-founding Wrapp, which recently launched in Sweden, the U.K. and soon in the U.S., Winbladh co-founded and was the CEO of Rebtel, the world’s largest independent mobile VoIP company, where he still serves as chairman. In 1994 Winbladh co-founded and was CEO of Sendit AB, the first mobile Internet company, which Microsoft acquired in 1999. Today, Winbladh serves as an advisor to EQT Partners and Creandum, is a member of the board at Axel Springer AG, and an angel investor in iZettle and EpidemicSound. Craig Wood, Founder and CEO – Clarity Group Devon Wylie, CEO – CRMC Craig Wood is the founder and CEO of Clarity Group, a management consulting firm serving the strategic planning, customer relationship management and data-based marketing needs of non-profit and faith-based organizations. Under Craig’s leadership, Clarity Group serves a number of non-profit organizations, most notably United Way Worldwide and 100+ local United Ways. In a marketing career spanning almost 20 years, Craig has worked extensively with Fortune 1000 companies to help solve their critical marketing issues. Craig’s experience and perspective come from having worked in both client and service provider organizations over the span of his career. Craig has consulted to over 75 different industry-leading companies, including world-class firms like HSN (retail), Genworth (financial services), Sprint (telecom) and Pfaltzgraff (housewares). Prior to forming Clarity Group, Craig was group president of Yankelovich, a world-renowned information services consultancy offering marketing productivity solutions. During his tenure at Yankelovich, Craig launched the company’s highly successful and publicly visible foray into the database services space. This profitable new division of the company helped the firm experience consistent growth in profit and sales. A recognized authority on leveraging data and consumer insights, Craig is a highly requested presenter at CRM, loyalty, database marketing and vertical industry conferences. He serves on a number of industry committees and frequently authors articles and provides expert commentary in leading industry and national periodicals, including his popular column for DIRECT magazine entitled “DIRECT from the Consumer.” Craig holds a B.S. degree in Commerce with a dual concentration in Marketing and Management from the McIntire School of Commerce at the University of Virginia. Craig lives in Chapel Hill, N.C., with his wife and two daughters. Devon joined CRMC as Vice President in 2002. After working with the company’s founder, industry pioneer and five-time author Fred Newell, she took over as CEO of the company upon his retirement in 2007. In that role, she has led the growth of the Annual CRMC, now in its 18th year. Since Devon took over primary responsibility for the event in 2005, it has more than quadrupled in size and prestige, and is now one of the top events in the Retail CRM & Marketing industry. In addition to developing and producing the CRMC, Devon authors articles on CRM; oversees the CRMC Weekly Newsletter, which is distributed to over 6,000 marketing executives each week; and the CRMC Networking Community site. She also maintains numerous projects for the CRMC throughout the year. Devon has spoken at CRM, Marketing and Technology conferences in both the U.S. and Latin America. Prior to joining the CRMC, she was Account Director at Lambesis, a boutique brand development and advertising agency in Del Mar, Calif. Devon also held an advertising sales position at Car and Driver Magazine and was Director of Corporate Events at Paradise Point Resort in San Diego. Devon earned her Bachelor’s Degree in Marketing and Communications at The University of California, San Diego (UCSD). She currently resides in Charlotte, N.C. 36 35 Connecting Brands and Consumers Anytime, Anywhere.™ inStream will help you drive sales and build shopper loyalty through our intelligent omnichannel marketing solutions. Your targeted message will reach the right consumer at the right time, in the right place, giving your brand a 360-degree connection to consumers. inStream Omnichannel Solutions: • At the POS: on the Front of Consumer Receipts • Online: eReceipts, Digital Coupons, Social Media • Mobile Marketing: » SMS Marketing with Links to Robust, Branded Microsites » Apps Custom-Branded for Smartphones/iPad » Mobile Couponing/Loyalty » Mobile Wallet/Payment OPTIMIZE Your CRM Program. With consumers more connected than ever, you need to make sure your brand is connected too. Metrics Marketing provides a host of solutions to optimize CRM programs, including: • ATOMSM: our proprietary triggered marketing system • Loyalty Solutions: that identify the next best action for each customer every day • Customer analytics: provides the insights that drive relevant communications • MetricsLabSM: a state-of-the-art research lab to optimize marketing communications • Campaign execution: that both informs and motivates customers to act Learn how Metrics helped optimize CRM programs for companies like: And relevant. At rDialogue we use a proven and well-tested approach to create and sustain more profitable relationships between your brand and your customers. It’s based on customer-centricity, brand distinction and financial discipline. To learn more, visit rDialogue.com, call Phil Rubin at 404.475.5801 or email him at [email protected]. Contact Us 781.419.6575 [email protected] www.inStreamGlobal.com Stop by our booth or contact Todd Thompson Email: [email protected] Call: 440.471.6024 Visit: www.metricsmarketing.com RELEVANT DIALOGUE Sponsors 89 Degrees Affinion Group 89 Degrees is a next-generation marketing services provider that uses advanced analytics to drive better results for digital, direct and social marketers — all smarter, faster and at a lower cost than the competition. This fullservice MSP’s unique offerings are supported by the Marketing Intelligence Cloud-based platform, a seasoned analytics team and several patent-pending technologies. The 89 Degrees roadmap — the Pathway to Advanced Customer Engagement, or PACE — even empowers marketers to know where they stand in the marketplace, helping to increase ROI. 89 Degrees’ client roster includes top names like IKEA, hhgregg, Hyundai, Kia, Hotelera Posadas, Genzyme and Geox, and their work wins dozens of creative awards each year. www.89degrees.com Affinion adds value to every step of the customer lifecycle, helping our retail partners increase acquisition, generate more regular visits (with larger basket sizes) and generally enhance customer engagement. Using our proprietary Affinimax data mining technology to analyze consumer behavior, we’re able to build customized programs for our partners that boost brand awareness and reward customers, while generating significant revenues for our retail partners. We can help you align your in-store, online and mobile offerings into a consistent, positive Omnichannel experience for your customers. Affinion Group, the global leader in customer engagement, maintains an extensive retail client list and touches the lives of more than 180 million consumers. To learn more about how Affinion can ensure your brand is the first your customer thinks of, send an e-mail to [email protected]. www.affiniongroup.com Acxiom 37 Sponsors Acxiom is a recognized leader in marketing services and technology that enable marketers to successfully manage audiences, personalize consumer experiences and create profitable customer relationships. The #1 agency in the U.S. (AdAge) and the #3 innovative user of technology in business services and consulting (InformationWeek 500), Acxiom’s superior industry-focused, consultative approach combines consumer data and analytics, databases, data integration and consulting solutions for personalized multichannel marketing strategies. Acxiom leverages over 40 years of experience in data management to deliver high-performance, highly secure, reliable infrastructure management services. Founded in 1969, Acxiom is headquartered in Little Rock, Ark., and serves clients around the world from locations in the United States, Europe, Asia-Pacific, the Middle East and South America. www.Acxiom.com Affinity Solutions Affinity Solutions partners with retailers to deliver unparalleled share of wallet customer insight, with a fully integrated promotional platform, enabling retailers to target competitive spenders across marketing channels. We serve our clients by delivering value through Insight, Access, Action and Impact. With access to over 5 billion retail transactions annually, Affinity Solutions has exclusive insight into the spending behavior of 60 million+ consumers. Our vast database of retail transactions and advanced analytics capabilities allow us to provide retail partners with in-depth, relevant information about their customers and competitors’ customers. Our customized programs can deepen customer loyalty, improve acquisition and retention, and increase retail transaction revenues, ultimately driving incremental sales for your business. Daily Deals Done Right: Affinity Solutions introduces Spot ON Deals, the only Daily Deal platform in the industry to use exclusive banking history, spending habits and consumer trend data to target specific customers. We optimize marketing spend and deliver the right offer at the right time through the right channel to targeted consumers. And, with shorter promotion periods, gains are seen immediately in a pay-for-performance model. This groundbreaking platform is the product of industry experience and technological expertise — a combination that’s Spot ON. www.affinitysolutions.com Aimia We are a global leader in loyalty management. Our unique capabilities include proven expertise in building proprietary loyalty strategies, launching and managing coalition loyalty programs, creating value through loyalty analytics and driving innovation in the emerging digital and mobile spaces. We build and run loyalty programs for ourselves and for some of the world’s best brands. Customer data is at the heart of everything we do. We are Aimia. We inspire customer loyalty. www.aimia.com WHAT’S KEEPING Harness the Power of the Mobile Device • Acquire new customers • Improve loyalty • Grow revenue and profitability YOU UP AT NIGHT? Targetbase knows the challenges you face, and we can help. Decades of translating data into valuable insights (and bottom-line profits) for our retail clients has led us to deliver proven results in these key areas: • Growing Year-Over-Year Store Sales • Optimizing/Developing Your Customer Base • Maximizing the Use of Digital and Social Media • Customer Acquisition • Loyalty Revitalization Find out how we can help you maximize your customer relationships. Anchor Retail Solutions Brierley+Partners Cartera Commerce Anchor Retail Solutions celebrates 40+ years, providing hundreds of retail clients with multi-channel CRM database solutions and leading technology for optimal data accuracy, enhancement and interactive marketing services. Anchor services afford retail clients the solutions necessary to turn customer information into profitable strategies. Achieve a higher level of data quality, more precise targeting, purchase and response history, advanced reporting and analytics, profiling and other key elements needed when making business decisions that are critical to retention and prospecting strategies. Join industry-leading retailers who benefit from using Anchor Retail Solution’s technology and services, including: CRM Database Services, Database Management, Modeling, Response Analysis, Merge/Purge, Data Hygiene, Data Enhancements, Email Marketing, Mobile Marketing, and Creative and Interactive Services. Call us today for a free consultation. www.anchorretailsolutions.com Brierley+Partners is a pioneer in customer Relationship Management® — advancing loyalty and CRM for more than 25 years. We have designed and implemented some of the world’s most successful loyalty and CRM programs for major clients: Express, GameStop, Hertz, Hilton, JCPenney, Sony, UPS and Victoria’s Secret to name a few. We offer a complete suite of loyalty services: Program design, loyalty/CRM technology, marketing strategy, research, analytics, creative, account management, print production and fulfillment. Our industry-leading Brierley LoyaltyWare™ technology platform is uniquely robust, flexible and quick-to-market. In every area, our focus is on a single mission: Making our clients’ customer relationships dramatically more profitable. Cartera Commerce is the leading provider of card-linked marketing solutions that increase revenue and customer loyalty for merchants, banks, card issuers and loyalty programs. For merchants, Cartera powers the industry’s largest card-linked advertising network that delivers targeted offers to more than 150 million consumers — including 65 million active linked cards — to help acquire and retain customers. Cartera’s platform delivers cardlinked offers via multiple digital marketing channels, including websites, online banking, email, mobile, social media and browser apps. Three of the top four largest financial institutions, all five largest airlines and thousands of merchant advertisers drive incremental revenue with Cartera’s fully-managed, performance-based solutions. The company is headquartered in Lexington, Mass., and has significant operations in Atlanta, Ga. www.cartera.com CAC Group Business is transforming. Mass commoditization leveled the playing field, traditional industry lines blurred, the customer has emerged as primary driver for reputation, differentiation and ROI; traditional marketing paradigms are challenged. Today’s consumers expect intense personalization. Customer intimacy — the bond borne from deep knowledge of needs and preferences — is the new benchmark for brand loyalty. CAC Group is a customer marketing solutions firm that empowers clients with the data, insights and platforms to maximize the value of their most important asset. Leveraging innovative, proprietary methodologies, CAC Group delivers the integrated intelligence required to build and sustain profitable and measurable customer intimacy. www.cac-group.com 38 A MULTI-FACETED MARKETING PLAN REQUIRES A Multi-Faceted Partner. Today’s on-the-go consumer is an elusive target that requires a diverse marketing approach. Vertis is your single source for making those connections. Our knowledge experts will work with you to develop an integrated marketing plan, implement the right workflow applications and processes, then make it happen from direct mail, inserts, and POP to mobile, email, pURL’s and other interactive marketing solutions. Contact us today, or visit Targetbase.com. Brian Shedd, VP Business Development [email protected] 972-506-3879 SoundBite.com/mobile vertisinc.com 800.577.8371 Sponsors Customer Communications Group, Inc. (CCG) At CCG, a focus on customers is at the heart of our CRM loyalty marketing expertise. After more than 30 years as a full-service direct marketing agency, we truly know customers: How they think and what it takes to keep them. And we know retailers: Our team has extensive experience in designing, implementing and managing customer marketing and loyalty programs for nearly 50 of the top retailers in the U.S. and Canada. Our team is crossfunctional, comprised of experts in strategy, data analytics, loyalty technologies, creative services and loyalty program implementation, with a collective experience of more than 50 years in supporting customer loyalty objectives. We are skilled at leading change management at both the corporate and store level; bringing customer-centricity to an entire organization; developing and refining a corporate loyalty vision; taking that vision to reality through a detailed, actionable plan; developing a business case and ROI analysis for initiatives; and building CRM loyalty metrics and benchmarks. Most importantly, we know where and how to focus the programs so our clients can achieve their objectives and realize maximum sales lift and return on investment. CCG works with a national clientele from our headquarters in Denver, Colo. Follow us @CustomerProfit or contact us at [email protected]. www.customer.com 39 Discover Discover Card, as a sponsor of this year’s CRMC conference, is showcasing how they drive retail growth by partnering with retailers through partnership marketing. With turnkey programs, handled by Discover’s in-house team, Discover’s goal is to develop programs that benefit both our cardmembers and our merchant partners. By using our unique targeting capabilities, merchants can drive new customers, incremental sales and repeat visits into their locations while shifting share from their competitors, while our cardmembers benefit by getting relevant offers based upon their transactional history and other selection criteria. Stop by our booth and learn more about how Discover can help your company drive growth through partnership marketing. Or contact us today at [email protected]. www.discover.com dunnhumbyUSA dunnhumby is the leader in personalizing the world’s experience of retailers and brands. Analyzing data from over 350 million people in 28 countries, we help companies put customers at the center of every decision. We use our insight to improve customers’ experience of stores and communications to earn their lifetime loyalty. Our work with some of the world’s biggest retailers and brands has demonstrated that companies that deliver value to customers through personalization become and stay their customers’ first choice. This strategic approach to putting the customer first in business improves our clients’ like-for-like sales and profit margins — or, put simply, their brand value. dunnhumbyUSA is a joint venture of The Kroger Company and London-based dunnhumby. Employing more than 1,900 people in 30 offices in Europe, Asia and the Americas, dunnhumby serves a prestigious list of companies including The Kroger Co., Tesco, Coca-Cola, General Mills, Kimberly-Clark, Macy’s, Panera Bread Company, PepsiCo and Procter & Gamble. dunnhumby also includes the word of mouth marketing experts BzzAgent and price optimization company KSS Retail. www.dunnhumby.com Sponsors Epicor Harte-Hanks Kobie Marketing Metrics Marketing Group The Segerdahl Group Epicor Software Corporation provides advanced solutions for retailers seeking to streamline processes, integrate channels, leverage intelligence and inspire customers, to maximize profitability. Our end-to-end suite includes: Planning, Sourcing and PLM, Merchandising, Store, Cross-Channel Order Management, Commerce, CRM, Audit, Loss Prevention, Business Intelligence, Secure Data Management and Financials, plus professional services and 24/7 support. Epicor Retail CRM is a broad set of complementary tools to enable mutually beneficial relationships between a retailer and its customers. These tools are designed to drive sales, increase loyalty and support the business processes necessary for success in today’s competitive marketplace. Epicor Retail CRM provides integrated capabilities for customer analysis, customer segmentation, campaign management, loyalty points program management and clienteling with realtime targeted communications to point-of-sale (POS) or other sales channels. Designed to support multiple sales channels and employ powerful analysis tools, this product provides a complete and consolidated view of the customer. Developed with more than 25 years of best practices, Epicor Retail solutions are trusted by hundreds of leading specialty, general merchandise and apparel retailers, including Ann Taylor, Build-A-Bear Workshop, Foot Locker and Vitamin Shoppe. Epicor employs 800 professionals in retail operations and 3,000 companywide from offices in North America, Latin America, Europe, Asia and Australia. www.epicor.com Insight. Passion. Results. Three words at the heart of everything we do. At Harte-Hanks, we know it takes more than guesswork to create direct marketing solutions that help you win, keep and grow your customer base. It takes true insight to understand complicated customer and marketplace data, and decipher how your customers and prospects behave. It takes people with passion to pull out all the stops to create innovative marketing communications that don’t just break through the clutter — but break through the barriers to get a response. And it takes a focus on delivering impressive, businessdriving results to make sure you get maximum value from your direct marketing investment. We’re on the pulse of technology, looking for more efficient ways to deliver solutions in digital and social marketing for our clients. We’re harnessing the power of interactive media to create truly innovative marketing programs. And we don’t plan on slowing down. Our people are far too passionate about producing results for our clients to ever stop moving forward. With more than 40 offices worldwide, HarteHanks is never far from reaching the customers you need with the direct marketing services to help you engage them. Contact us at: 800-456-9748 or [email protected]. www.harte-hanks.com Kobie Marketing is the loyalty experience company, delivering end-to-end loyalty for you and your customers — strategy, technology and program management. For over 20 years, we’ve delivered innovative strategic loyalty programs to the world’s most successful brands. Kobie’s clients enjoy incremental revenue, product and household penetration, and brand advocacy. Today, Kobie Marketing leads the loyalty marketing industry with a relentless focus on delivering the best customer experience, through proprietary technologies and award-winning campaigns. Kobie Marketing is spearheading the mobile loyalty revolution with its Social Media, SMS, MMS and Mobile Application loyalty solutions. Kobie manages loyalty management programs for many of the world’s most successful brands: AMC Entertainment, Bank of America, Barnes & Noble, BJ’s Restaurant and Brewhouse, Comcast Corporation, Hawaiian Airlines, Royal Bank of Canada, Royal Caribbean Cruise Lines, Time Warner Cable and Verizon Communications. More information is available at www.kobie.com Metrics Marketing Group is an analytics-driven database marketing and interactive firm that leverages data, analytics and direct marketing execution to improve marketing ROI. Metrics is nationally recognized for translating data into rich customer insights that uncover new opportunities. More than ever, retailers need proven solutions to optimize their marketing investment. Metrics offers a breadth of services to meet this need, including three leading-edge solutions: ATOM,® MetricsLab® and Loyalty Programs. ATOM (Automated, Triggered-Opportunity Marketing) perpetually scans customer transactions to identify good cross-sell, up-sell and repurchase opportunities. Once identified, ATOM automates a relevant customer communication. Typical ROI is 200 – 500 percent. MetricsLab is a full-service usability lab and market research facility combining a modern, high-tech set-up in a creative and comfortable space. Metrics is the only marketing firm in the Midwest with a full solution of both owned in-lab and mobile eye tracking capabilities, offering retailers an unrivaled view into customers’ decisionmaking processes and behavioral patterns. Metrics’ Loyalty Programs focus on customer-centric marketing solutions that indentify the next best action for every customer, every day — helping retailers unlock the full potential of their highest value customers. Contact Metrics Marketing for more information and relevant case studies. www.metricsmarketing.com Segerdahl is an employee-owned multi-million dollar company offering a comprehensive suite of integrated, leading-edge services. Located on a single, centrallylocated campus outside of Chicago, Segerdahl provides tight control and consistency over every phase of the creative, printing, direct social marketing, logistics, mailing and fulfillment process. We have created one of the industry’s best platforms for personalization of direct mail. Segerdahl partners with many of the world’s largest and savviest marketers, providing the highest quality, delivering measurable ROI and helping our clients achieve their critical business goals. www.segerdahl.com Epsilon Epsilon is the industry’s leading marketing services firm, with a broad array of data-driven, multichannel marketing solutions that leverage consumer insight to help brands deepen their relationships with customers. Services include strategic consulting, acquisition and customer database technologies, loyalty management, proprietary data, predictive modeling and a full range of direct and digital agency services, including creative, interactive web design, email deployment, search engine optimization and direct mail production. In addition, Epsilon is the world’s largest permission-based email marketer. Epsilon is an Alliance Data company. www.epsilon.com Experian Marketing Services Experian Marketing Services delivers best-in-breed data, analytics and platforms into multiple regions around the globe. It is focused on helping marketers more effectively target and engage their best customers through email, mobile, social media, digital advertising, customer data management, customer and competitive insight, data enrichment and list rental, modeling and analytics, and strategic consulting. Through these capabilities, Experian Marketing Services enables organizations to encourage brand advocacy, create measurable return on investment and significantly improve the lifetime value of their customers. Follow us @ExperianMkt. www.experian.com/marketingservices Infogroup Targeting Solutions Infogroup Targeting Solutions helps companies increase sales and customer loyalty through analytically driven consumer and business data, and database marketing solutions. With exclusive access to the Data Axle,TM we build multichannel solutions using contextually relevant information on 220MM individuals and 21MM businesses. www.infogroup.com LIFT361 If you’re a marketer who wants to better understand customers’ wants, needs and desires, we can help you. We believe that data is truth. And knowing the truth about customer behavior helps our clients lift customer performance, lifetime value, sales, margins and profits. We look beyond the traditional 360-degree view of the customer to the next revolution, gaining a 361-degree view that moves beyond what’s happening today to predict what’s going to happen tomorrow. With our unique data architecture and expertise in data aggregation, analysis, insights and retail strategy, we can develop winning data-driven solutions for your business and marketing decisions. www.lift361.com inStream inStream helps retailers and brands drive sales and build shopper loyalty through our intelligent omnichannel marketing and technology solutions. Your targeted messages will reach the right consumer at the right time, in the right place, providing a 360-degree connection to consumers anytime, anywhere. With inStream, you can establish and leverage profitable relationships with shoppers by creating a consistent and integrated customer experience across multiple touchpoints — point-of-sale by placing targeted ads on the front of consumer receipts, online via eReceipt marketing and digital coupons, or anywhere with our complete suite of mobile marketing services, including SMS text marketing with links to robust and engaging microsites, smartphone and iPad apps, and mobile payment capability. Maximize the efficiency and effectiveness of your marketing spend and capture essential customer insights with inStream’s program analytics, allowing for more precise tracking as consumers move between channels, giving you enhanced CRM to focus your message for optimum results. From design and delivery to evaluation and optimization, with inStream’s expertise, your marketing program will be state-of-the art, capitalizing on new opportunities and providing value to consumers — everywhere. LoyaltyOne LoyaltyOne is a global provider of loyalty strategy and programs, customer analytics and relationship marketing services. Its roster of clients includes leading businesses and brands in multiple sectors such as retail, banking, manufacturing, government, natural resources and utilities. LoyaltyOne businesses include Canada’s AIR MILES® Reward Program — North America’s premier coalition loyalty program — COLLOQUY, Precima, LoyaltyOne Consulting and Direct Antidote. LoyaltyOne is an equity partner of Direxions, a loyalty pioneer headquartered in India, and has a working partnership with the leading Latin American coalition program, Dotz. LoyaltyOne’s industryleading associates, practical experience and proven capabilities set the benchmark of thought leadership in the loyalty marketplace. Toronto-based LoyaltyOne is an Alliance Data company. www.loyalty.com rDialogue rDialogue, which stands for Relevant Dialogue, is a customer loyalty and relationship marketing firm focused on creating and sustaining more profitable relationships between your brand and your customers. Our only goal is getting it right — for your brand, customers, business and stakeholders. Our approach is well-tested and uniquely blends three critical perspectives integrated with the use of data: customers, brands and finance. We are uniquely agnostic with respect to program strategies and technology, so that we are true to our clients and their best interests. In only six years we have built a strong reputation for being client-centric, nimble and valuable as a partner. Give Phil Rubin a call at 404-475-5801 or send an email to [email protected] to learn more. www.rdialogue.com RR Donnelley At RR Donnelley Response Marketing Services, we apply our knowledge and experience to increase response and improve your bottom line. For over 38 years, we have been executing successful programs for some of the leading direct marketers in North America, helping them acquire and retain loyal and active customers. Focusing on the Retail Market, we excel in loyalty program execution, building store traffic and data-driven multichannel trigger campaigns. We analyze your customer and prospect data so that you can take advantage of the true potential of your database. Armed with this knowledge, we work with you to craft and execute highly customized response marketing strategies and communications that will deliver results. Outstanding Financial Results! Contact us at 800-722-9001, email – [email protected]. www.rrd.com SHC Direct A data- and analytics-driven, one-stop provider of strategic customer engagement/loyalty solutions We Make Smart Marketers … Smarter. SHC Direct specializes in providing the full spectrum of services that enable retailers to strengthen greater engagement and brand loyalty with consumers. Our extensive service listing includes Technology Expertise/Flexible and Secure Systems Capability; Data-driven, turnkey customer engagement initiative development and management; Customer data-driven engagement strategy design; Decision Support Analytics including Database and campaign management, Strategic customer data analysis/Identification/segmentation/ modeling, Performance metrics/reporting, and Customer list development/management; Creative Services and communications strategy development; Direct Mail Management (from creation through fulfillment); Email Campaign Management; Mobile Strategy Development and Management; Social Media Marketing Strategy Design and Management; Initiative-related customer service (where applicable) 24 x 7 x 365; and Fulfillment services (Gift Cards, Rebate Checks, Reward Cards). Ask about our unique NO CHARGE data demonstration! John Morris: [email protected]. www.shcdirect.com SoundBite SoundBite Communications is a leading multi-channel, cloud-based communications provider powering nearly 2 billion customer interactions annually. Our mobile marketing solutions enable our clients to harness the power of the mobile device to acquire new customers, improve loyalty, and grow revenue and profitability. A combination of strategic services and multi-channel technology powers our customizable mobile marketing solutions. SoundBite reaches your customers throughout the full consumer lifecycle. You have the ability to build a mobile database, leverage mobile commerce, maximize loyalty program engagement, and deliver targeted offers and couponing. In addition, you can target message individual customers by utilizing mobile technologies such as location-based services, event-based marketing, social media tools, mobile advertising, barcodes, augmented reality and preference management. SoundBite Communications mobile solutions leverage the power of two robust platforms: SoundBite Engage,TM an interactive multichannel communications platform providing integrated SMS, dialer, voice messaging, email and web communications; and SoundBite Insight,TM a preference management platform enabling intelligent, personalized communications. Visit SoundBite.com for more information. www.soundbite.com 40 Sponsors Specialty Print Communications TIBCO Loyalty Lab Specialty Print Communications (SPC) is an awardwinning, single-source direct marketing resource for national retail marketers. As a family-owned business, we apply an entrepreneurial and collaborative approach to every program to help ensure the opportunity to impress you again in the future. At SPC we focus on quality of ideas and workmanship, transparency, agility and new ways to enrich your print communications. Your ROI and the strength of your consumer relationships are our measuring stick. We offer a full-spectrum of capabilities and expertise in direct mail, loyalty kits, card issuance, hybrid print production, in-line printing, digital imaging, lettershop, postal logistics and digital brand execution. Our goal is simple: to help marketers produce powerful materials that inspire audiences to act. We put the intelligence into direct mail. www.specialtyprintcomm.com TIBCO Loyalty Lab helps develop profitable and longlasting customer relationships for some of the world’s largest brands. Our on-demand loyalty platform supports end-to-end loyalty programs that can influence behavior across all channels — mobile, social, online and in-store. TIBCO Loyalty Lab’s deep loyalty knowledge base and technology solutions enable organizations to cultivate a deeper and sustained brand relationship with millions of their customers the day their programs go live. www.loyaltylab.com Speedeon Data 41 Since 2008, Speedeon Data has helped clients to identify, acquire and retain customers through data optimization, real-time data append, new mover programs and other innovative data solutions. Although other companies tout similar capabilities, Speedeon Data provides superior customer data services faster, with more accuracy, and typically at less expense. Our capabilities begin with comprehensive data sources. Each night, Speedeon Data processes more than 3,000 data feeds from public and proprietary data sources, ensuring the most accurate name, address and phone number data available for 240+ million individuals, 100+ million households and 20+ million businesses, plus 100+ million mobile phone records and 300+ million email addresses. Speedeon Data powers successful direct marketing programs for leading companies, including: 9 of the top 10 retail banks, 16 of the top 150 retailers, 3 of the top 5 cable companies, and 6 of the top 20 newspapers. Headquartered in Cleveland, Ohio, with data center operations in Atlanta, Ga., Speedeon Data enables communications to more than 140 million customers per month. Speedeon Data has differentiated itself in a crowded data services marketplace by adopting leading-edge technologies, driving innovative client-focused solutions, and delivering the most current and accurate customer data. www.speedeondata.com Targetbase Targetbase specializes in creating retail marketing programs and communications — for existing customer targets and for acquisition efforts — fueled by detailed customer insights. Through customer behavior analyses, we gain valuable knowledge of purchasing habits, average spend and cross-sell/upsell opportunities. We also arm ourselves with the insights of your existing marketing programs, tools and channels. This inspires the development of marketing programs and relevant multichannel communications designed to modify specific customer behaviors. It’s how Targetbase impacts profitable behavior change across ALL customer types — from the fiercely loyal to the habitually competitive shopper. www.targetbase.com CONTACT: VMBC VMBC’s sole focus is enabling smarter and more effective brand engagement on the mobile platform. We believe the move to mobile is not simply the next step in an evolution. It’s a fundamental shift in how people will relate. To each other. And to the brands they support. We believe mobile is destined to become the predominant platform for commerce, brand discovery and CRM. We believe success on this platform requires a wholesale reengineering of your digital strategy and a clear focus on creating an audience, building a community and generating sales. We exist to help our client-partners do just this. We exist to help them DASHBOARD win. CAMPAIGN Our results speak forANALYTICS themselves: We built a single Tribune SMS database of over 8 million opted-in subscribers in less than a year. We launched an app that debuted at No. Tribune is one of the country’s leading multimedia 1 in the iTunes app store lifestyle section and stayed there companies, providing customized client solutions on a for a week, generating almost 200,000 downloads in that national, local and hyperlocal level by leveraging its full time. And we grew sales for a new division of an F100 portfolio of print, online, mobile, email, broadcast, direct/ multinational from $0 to $350 million in 18 months. data, out-of-home and event assets. Tribune’s mission www.vmbc.com is to connect a client’s brand to its best customers and prospects in the most effective and efficient way possible in order to drive measureable, impactful, repeatable results. Wiland Direct On the print side, Tribune’s leading daily newspapers include the Los Angeles Times, Chicago Tribune, The Wiland Direct has built the largest transactional database Baltimore Sun, Sun Sentinel (South Florida), Orlando of its kind in the country. With 245 million consumers and Sentinel, Hartford Courant, The Morning Call and Daily over 2,000 participating retailers, catalogers, publishers Press. The company’s broadcasting group operates and fundraisers, we know the transactional behaviors of 23 television stations, WGN America on national cable virtually every adult in the U.S. This depth and breadth of and Chicago’s WGN-AM. Popular news, information data — combined with powerful analytic capabilities — has and entertainment websites complement Tribune’s print helped us produce unprecedented results and ROI for and broadcast properties and extend the company’s clients. Using our vast data and cutting edge solutions, nationwide audience. we help retailers to Generate incremental sales and profit; CONVERSION RATE COMPLETED QUESTIONS Boost ROI from direct marketing programs; Optimize www.tribune.com customer contact strategy; Reengage former customers Total: and acquire new customers; and Gain valuable customer Vertis Communications insights. Let us show you how we can help enhance 2914 your CRM efforts. Call or stop by our CRMC booth to request a Vertis Communications is a results-driven marketing FREE Customer Intelligence Report. To learn moreAverage: about communications company that delivers inventive how you can leverage the power of the country’s most N/A advertising, direct marketing and interactive solutions comprehensive transactional database, please contact to prominent brands across North America. Our deep Jerry Joyce, SVP, Wiland Direct, at 330-889-3194 or via industry knowledge and extensive range of offerings email at [email protected]. SHARE RATE — including integrated data solutions, digital program www.wilanddirect.com management systems, creative services, world-class print Total: and mail production, logistics, out-of-home and business 2188 process outsourcing — are used to deliver superior program performance that drives bottom line results for Total Average: 3,511 our clients. With 100 strategically positioned Leads:locations N/A and more than 5,000 dedicated professionals, we deliver impeccable quality and fast turn-around to any market. www.vertisinc.com 847.465.3352 • [email protected] Welcome, John Doe Jennie’s Jeans Purl Response: 2,730 + Don Farrell LIVE VIEW Other Response: 6,901 = STATS SOCIAL Total Response: 9,631 POLL Logout LIST Total Leads: 3,511 STATISTICS FOR YOUR PROMOTION In-line Web Printing Tracking Responses 36.46% 30.26% PURLs Direct: 2503 Direct 2,503 0 Imaging & Personalization Check-Ins Social: 4398 T OR D S E PR NDAR GE A STA OST . P ID S L . U PA NG, I I EL #1312 E WH MIT R PE 4,398 Digital Printing PURL: 2730 Calls 22.51% SOCIAL SHARING 2,730 Sheet-fed Printing Social 0 Direct Social Marketing TM Micro-site Development Secure Assembly & Distribution Co-Mingle and Co-Pal Postal Center Social Influence Logistics OUTGOING SHARES FOR CAMPAIGN INCOMING RESPONSES FROM SHARING 4398 incoming customersCreative 2170 total shares Email: 726 Facebook: 454 Services Prepress Digital Photography Twitter: 135 Facebook: 2377 Color Management Twitter: 1295 42 Hitting the wrong notes with your customers? 43 Has ROI fallen flat? Do your customer relationships need sharpening? Are current CRM strategies leaving you out of touch with your customers — and out of tune with the results that matter most? At CCG, we can give your CRM a tune-up. Our band of experts has an ear for developing and executing customer relationship marketing programs in retail. And when it comes to results? In 30+ years, we’ve never missed a beat. • Strategic CRM consultants • Loyaltymarketingprogramdevelopers • Datavirtuosos(analysis&management) • Multi-channelexperts Sandra Gudat, President/CEO [email protected] David Slavick, VP, Retail Consulting & Business Development [email protected] • Nearly50topU.S.&Canadian retailers served 800.525.0313 • customer.com • twitter.com/customerprofit • Customcontentcomposers • Creativeimplementationspecialists