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Predictive Marketing: Easy Ways Every Marketer Can Use Customer Analytics and Big Data

Omer Artun, Dominique Levin · 2015

In a sentence

A practical guide showing how every marketer—not just data scientists at giant companies—can use big data, customer analytics, and machine learning to deliver personalized experiences that maximize customer lifetime value.

Predictive Marketing demystifies big data and machine learning for everyday marketers, arguing that the same predictive analytics that powered Amazon, Netflix, and Harrah's are now cheap, accessible, and easy to deploy. Authors Ömer Artun and Dominique Levin lay out a complete primer on how predictive analytics works under the hood, how to build complete customer profiles, and how to manage customers as a value portfolio. They then deliver nine concrete 'plays'—from optimizing marketing spend and predicting customer personas to launching predictive programs that convert, grow, and retain customers—each grounded in real company stories and measurable returns. The book's central promise is to restore the personal, one-to-one relationships of the old corner store at the scale of millions of customers, creating a win-win for customers (relevant experiences), businesses (profitable relationships), and marketers (career-making visibility).

The four lenses

  • Science
  • Statistics
  • Systems
  • Strategy

The model

A causal model in which data and predictive analytics capabilities (design levers) enable personalized, relevant customer experiences (psychological/behavioral states) that increase customer lifetime value and enterprise value (outcomes), moderated by customer value segment and life cycle stage.

Customer Data Integration & Qualitydesign lever

The organizational and technical capability to collect, clean, deduplicate, and link all customer data (online and offline, transactional and behavioral) into a single complete 360-degree customer profile available in near real time.

Predictive Intelligence Capabilitydesign lever

The capability to apply predictive analytics models—clustering, propensity/likelihood models, and recommendation engines—to customer data to generate forward-looking insights about customer behavior, value, and preferences.

Campaign Automation & Executiondesign lever

The capability to trigger and orchestrate personalized customer experiences and campaigns across channels (email, web, social, mobile, direct mail, call center, store) driven by predictive insights in near real time.

Marketing Relevance & Personalizationpsychological state

The degree to which marketing communications, offers, and recommendations match an individual customer's needs, preferences, context, and life cycle stage, delivering personalized rather than one-size-fits-all experiences across touch points.

Customer Engagementbehavioral pattern

The level and consistency of a customer's active interaction with the brand, including email opens and clicks, website visits, purchases, social interaction, and product usage, reflecting the strength of the customer-brand relationship.

Customer Trust & Loyaltypsychological state

The customer's accumulated confidence in and emotional attachment to the brand, built through valuable, respectful, and consistent experiences, which makes customers more likely to return, spend more, and advocate for the brand.

Likelihood to Buy/Engagebehavioral pattern

The predicted probability that a given customer or prospect will make a purchase or engage with the brand in a future period, used to rank customers and prioritize marketing investment and discount levels.

Customer Value Segmentcontextual condition

The classification of a customer into high-, medium-, or low-value tiers (e.g., top 10%, next 60%, bottom 30%) based on lifetime value, which moderates how marketing and retention resources should be allocated to that customer.

Customer Life Cycle Stagecontextual condition

The stage of a customer's journey with the brand—prospect, new, repeat/active, at-risk/inactive, or lapsed—which determines the appropriate marketing objective and strategy and moderates the effect of campaigns on outcomes.

Customer Retentionoutcome metric

The degree to which customers continue to do business with the brand over time, measured preferably by dollar-value retention, and including the prevention of churn and value migration (declining spend among retained customers).

Customer Lifetime Valueoutcome metric

The total revenue or profit, adjusted for costs and time-value of money, expected from an individual customer over the duration of their relationship with the brand, treated as the single most important metric in marketing.

Enterprise Value / Customer Equityoutcome metric

The total firm or shareholder value driven by the sum of the lifetime values of all customers (customer equity), which the book argues is maximized by maximizing each individual customer's lifetime value.

How they connect

  • customer data integration predicts predictive intelligence
  • customer data integration influences marketing relevance
  • predictive intelligence predicts likelihood to buy
  • predictive intelligence influences marketing relevance
  • campaign automation influences marketing relevance
  • likelihood to buy influences campaign automation
  • marketing relevance predicts customer engagement
  • customer engagement predicts customer trust loyalty
  • marketing relevance mediates customer trust loyalty
  • customer trust loyalty predicts customer retention
  • customer engagement predicts customer retention
  • customer retention predicts customer lifetime value
  • customer engagement influences customer lifetime value
  • customer lifetime value predicts enterprise value
  • customer value segment moderates customer retention
  • life cycle stage moderates marketing relevance

A candidate measure

Predictive Marketing: Easy Ways Every Marketer Can Use Customer Analytics and Big Data — derived measurement candidates

Customer Data Integration & Quality

% customers with single 360 profile; Duplicate/dedup rate; In-store email/data capture rate; Profile update frequency

self-report suitability: medium

Predictive Intelligence Capability

Number/type of models in production; Model lift vs RFM/baseline; Self-learning refresh cadence

self-report suitability: medium

Campaign Automation & Execution

Count of triggered/automated campaigns; Number of coordinated channels; Use of holdout/A-B tests

self-report suitability: medium

Marketing Relevance & Personalization

Consumer-reported relevance; Open/click/conversion lift personalized vs generic; Recall of relevant campaigns

self-report suitability: high

Customer Engagement

Email open/click counts; Web/app session counts; Days between orders; Distinct categories purchased

self-report suitability: low

Customer Trust & Loyalty

Repeat purchase rate; Referral counts; Loyalty program participation; Trust/advocacy survey scores

self-report suitability: high

Likelihood to Buy/Engage

Propensity decile rank; Predicted probability score; Realized purchase vs prediction

self-report suitability: low

Customer Value Segment

Percentile rank by spend/profit; Annual spend tier; Profitability after returns/discounts

self-report suitability: none

Customer Life Cycle Stage

Days since first/last purchase; Order count; Subscription active/expired flag

self-report suitability: none

Customer Retention

Retention/churn rate by segment; Dollar-value retention; Net active customer change

self-report suitability: low

Customer Lifetime Value

Historical LTV (margin minus acquisition cost); Predicted future value; Share of wallet/upside

self-report suitability: none

Enterprise Value / Customer Equity

Sum of customer LTVs; Total revenue and margin; Firm valuation

self-report suitability: none

Run the assessment

The story

The reader An everyday marketer at a company large or small who wants to deliver relevant, personalized experiences and earn respect and visibility within their organization.

External problem

Customer data is scattered, messy, and inaccessible, making it impossible to deliver relevant marketing or maximize customer lifetime value.

Internal problem

The marketer feels overwhelmed by big data and machine learning, fearful of math, and worried about falling behind early adopters.

Philosophical problem

One-size-fits-all mass marketing is disrespectful to customers and just plain wrong; customers deserve relevant, meaningful experiences.

The plan

  1. Build complete, accurate 360-degree customer profiles by integrating and cleaning your data.
  2. Analyze customers and assess value at micro and macro levels using predictive models.
  3. Manage customers as a value portfolio across the life cycle.
  4. Run the nine easy plays to acquire, grow, and retain customers.
  5. Choose the right technology and start small, then iterate.

Success

  • Customers receive relevant, delightful experiences and stay loyal.
  • The business builds more profitable customer relationships and grows enterprise value.
  • The marketer gains visibility, respect, and career advancement as an early adopter.

At stake

  • Customers feel ignored, opt out, and defect to competitors offering personalization.
  • Marketing spend is wasted on irrelevant, one-size-fits-all campaigns.
  • The company falls behind competitors who have already adopted predictive marketing.

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