Database Marketing - A Review of Lori Feldman's System Seminar 2007 Presentation

Lori started by telling us that her talk was aimedinformation. Not just first name and email. And
toward small businesses and gave us the feelingthe Holy Grail is the marriage of the online
that the material she covered could be done byshopping cart, transaction information, and contact
us without having to hire a company to do it.information.
Lori introduced herself as "The Database Diva"Lori went on to say that the perfect database
who helps customers squeeze profits from theshould also contain transaction information including
customers they already have before they spendpurchase date, amount, and purchase history.
money going out and getting new prospects toLori then gave some great resources for us. She
come in.mentioned that to get demographics and
Lori next presented two case studies. The firstpsychographics, you can collect them yourself or
was a 2 day workshop on follow up marketingget them appended. Lori shared a company called
that she offered to her list of 3000 customers inAcxiom that can add customer data to your list.
the same geographic region. She started 10She also mentioned InfoUSA which has a free
weeks from the date of her event. Lori had 8500 name profile that they'll do for you once.
weeks of email to these 3000 people. The emailsThey return the SIC code, employee info, and
were mostly informational and mentioned hermore. She next pointed out that you can go to
workshop as well.the library and use ReferenceUSA for even more
For those 8 weeks, Lori monitored the openinfo. Lori mentioned SRDS but showed us a free
rates from her emails. She also monitored herway to get very similar information. The URL is
clickthroughs. And by using her email marketinglists.nextmark.com, and you can put a keyword in
software, she could tell who was just interestedand pull up every list that's out there for sale and
and who was a "hot" prospect. Lori then showedalso see what your competition is.
us an impressive report of the open andLori then asked for a volunteer and showed how
clickthrough rates. The product she used isto use the Nextmark site to do some
SwiftPage which integrates with the ACT!competitive research. The audience was very
Database. SwiftPage created a report based on allimpressed when Lori drilled down into an RC Car
the opens, clicks, and forwards to show Lori herMagazine and retrieved that magazine's subscriber
"hot hot hot" prospects.information.
Her goal was to have 20 people attend herThe next topic Lori discussed was database
workshop. She got around 240 people who weresegmentation. She showed how to code
the hottest. She then took those 240 names andSuspects, Inquirers, Prospects, Customers (active
sent them a physical mailing. Lori also used acustomers based on sales cycle), Advocates, and
telemarketing company to follow up via phone.Referral Partners.
The telemarketers would inform the people ofShe then talked about how widely used the ACT!
her seminar, remind them that they got a letterDatabase is and if you don't have a solution for
from her, and ask if the seminar is somethingyour database marketing, then ACT! is a great
they would be interested in. Very low key. If theyone to start with.
said yes, the info went back into the database.Next she told us that we're ready for analysis.
Lori showed her final results. About 3000 namesWe start by acknowledging the 80/20 rule. You
have a 28% open rate, produced 248want to list and sort all of your customers by the
clickthroughs and therefore she did 248 mailingspercentage of revenue they've given you in the
to those people and telemarketing follow-ups. Thislast X months.
resulted in her getting her 20 attendees for aboutThe top 20% of those customers are labeled "A".
$1000 in marketing costs. And now that she'sThen "B", "C", "D", and "E". You want to market
done it once, she is going to repeat it in a fewto your "A"s. She gave some great advice that
months. She now knows the formula to make itwhen you are writing copy; write it as though you
happen.are writing to one of your "A"s.
People asked some questions, and afterLori went on to explain RFM in simple terms.
recapping, Lori told us that these techniques workWhen you don't know who to spend money
pretty much across all markets.marketing to, you should use RFM. R is recency -
She then went on to present a second casewho bought from me most recently? F is
study.frequency - who bought from me the most
Walter Knoll Florist is a 118 year old company inoften? Who are the loyal regulars? M is monetary.
the St. Louis area. They noticed that secretary'sThese are either the elephants who buy
week had been pretty flat over the last severaleverything you have and you never hear from
years and so they were trying to just get somethem again or they are a huge percentage of
increase in sales.your sales last year.
The owner had 60,000 people in his database. SoWhat you do is take a spreadsheet and sort your
she first filtered out just the b2b customerscustomers by Recency and code the top 20% a
(about 30,000). She then matched these remaining"1". Then the next 20% a "2" and the remaining
names with a universe database of 14 millioncustomers "3", "4", and "5". You do the same for
other businesses to get SIC codes and otherfrequency and monetary breaking each into
information. That then told her that this floristquintiles and assigning the best a "1" and the
was very strong with healthcare companies whoworst a "5".
wanted to do buy flowers and gifts for theirEach customer will then have a value of 1-5 for all
assistants. Lori was then able to filter down his listthree categories. You then multiply those three
and she also bought new prospects that fit thenumbers together and you will have an RFM
right profile.number 1-125. The 1's are the very best people.
In the end, Lori reduced his mailing costs by onlyThe lower the number, the more you can afford
mailing to the right people and increased his salesto spend marketing to them.
by 22%.She then listed the action items - or the next
Lori next gave her definition of databasesteps:
marketing as anything you can do to track and1) Create a customer database that contains
measure your results. She then pointed out thatcomplete contact information.
database marketing is pretty much direct2) Add missing contact information. You can send
marketing and using a database to do it. Shea customer survey to get the information.
summarized and said that you only want to spend3) Append lifestyle or firmographics data with a
your time and money on the people who areservice like Acxiom.
ready to buy now.4) Start tracking your source codes. Like
She then went on to tell us that databasekeywords or whatever you can track about how
marketing gives us a plan with actual numbers tocustomers came to you.
use when we market. It's important to find out5) Start grouping or segmenting your contacts.
what is driving the customer to buy. What is his6) Perform RFM Analysis every 6 months.
motivation?7) Survey your customers to ask lifestyle
She warned us that if we don't understand howquestions, get referrals, and get testimonials.
to market to our database, then we're just8) Buy prospect lists. Remember to buy the
building a commodity business that will allow ourpeople that look and act like your best customers.
competitors to catch up to where we are. This is9) Really investigate your advocates - create a
the secret weapon that, if you can master, youfocus group so that you can understand what
can beat all your competitors.motivates them and build future products for
Lori then went on to share some "ah ha"them.
principles:10) Sell your list to non-competing Direct
1) All customers are not created equal. Some areMarketers as a profit center.
more important than others.11) Back up your database daily or weekly.
2) Customers are more important than prospects.Lori then answered questions. The first question
3) Past buying behavior indicates future buyinghad to do with reports. Lori said that the canned
behavior.reports that come with software are never good
4) Customers share demographics andenough and you'll have to create your own.
psychographics.The next question had to do with what to do
5) The best prospects look like your bestwith the "C"s, "D"s, and "E"s. Lori recommended
customers.not spending any money on them, but that
Lori next shared some reasons to build aincluding them on your newsletter is fine. Also try
marketing database.to bump them into the "B" or "A" category
1) Find our best customerswithout spending money on them.
2) Strengthen our relationship with our customersThe final question addressed using ACT! as the
3) Find niche marketsprimary tool for database marketing. Lori
4) Find ways to upsell and crosssellreminded us that SwiftPage is a plug in for ACT!
5) Find out how much it costs to get a newthat makes up for the database marketing
customershortfalls in the ACT! Database program.
She then shared that about 1/3 of the people sheLori did a fantastic job educating us on database
talked with at the seminar had a list with onlymarketing. She is just one of 25 people who
name and emails or no list at all. Lori stated thatpresented at the 2007 System Seminar.
the perfect database has complete contact