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Example Use Case for Real-Time Customer Data Platform B2B Edition

Real-Time Customer Data Platform B2B Edition expands the existing Real-Time CDP and 蜜豆视频 Experience Platform offerings to support B2B data and workflows. This document provides an example use case that demonstrates the additional benefits provided by the B2B Edition. They include:

Use case

Bodea, a technology company, has a new product and wants to simultaneously target customers with an email and a LinkedIn advertisement campaign. In order to maximize the efficiency of their marketing campaign, Bodea also wants to target the people associated with that existing account who have spent over one million dollars on its products previously, AND have visited the new product page in the last month.

However, Bodea has two different lines of business. Bodea鈥檚 first line of business 鈥淟ine 1鈥� creates software for the automotive industry. Its second line of business 鈥淟ine 2鈥� sells 3D printers that create automobile parts. As a result of Bodea鈥檚 two lines of business, the revenue data generated from Bodea鈥檚 customer accounts is not unified in a single view.

Each line of business has its own sales system: 鈥淐RM 1鈥� and 鈥淐RM 2鈥�. Both of these CRM sales systems are connected to their own marketing automation platform 鈥淢arketo 1鈥� and 鈥淢arketo 2鈥�. Data from CRM 1 gets synced only into Marketo 1 and Data from CRM2 gets synced only into Marketo 2. Ultimately, their data is maintained in different corporate information silos.

Current data situation

As both lines of Bodea鈥檚 business sell to the Townsend company, the Townsend business data is recorded as two separate accounts in each sales system.

In Marketo 1, Townsend is recorded as Account 1. It has two related people (p1@townsend.com and p2@townsend.com) and one closed-won opportunity of $200k (鈥淥pportunity 1鈥�) in CRM 1. That data is synced from CRM 1 into Marketo 1.

In Marketo 2, Townsend is recorded as Account 2. Account 2 also has two related people (p2@townsend.com and p3@townsend.com) and one closed-won opportunity of $900k (鈥淥pportunity 2鈥�) in CRM 2. That data is synced from CRM 2 to Marketo 2.

For integration and additional corporate control purposes, Bodea also has a Master Data Management (MDM) system where it maintains a record indicating that Account 1 in Marketo 1 (and CRM 1) and Account 2 in Marketo 2 (and CRM 2) are the same company.

In the last month, p2@townsend.com visited the new product page and the web visit was recorded by Marketo 1.

The problem

Line 1 has just released a new software product and would like to up-sell it to Bodea鈥檚 existing top-tier customer base. Bodea launches a marketing campaign with that specific target audience in mind.

As the relevant Townsend information is recorded as Account 1 in Marketo 1 and Account 2 in Marketo 2, Bodea鈥檚 marketing team is unable to efficiently utilize the siloed information.

This prohibits Bodea鈥檚 marketing team from efficiently targeting specific business contacts at these companies with this new opportunity.

To date, Townsend has spent more than a million dollars cumulatively on Bodea products across all of their accounts. However, an audience created using their old system would not include anyone from Townsend unless the total spent within a single sales system totaled more than 1 million dollars. This is because the revenue data is siloed in accounts under different sales systems.

As Townsend鈥檚 spending is split across different sales systems and does not individually total more than one million, the segment definition would not find anyone qualified in either Marketo 1 or Marketo 2.

How Real-Time CDP B2B Edition solves the problem

With Real-Time CDP B2B Edition, Bodea鈥檚 marketing team can:

With RT-CDP B2B Edition, Bodea can use the Marketo Engage Source Connector to bring B2B data from Marketo 1 and Marketo 2 into Experience Platform and keep this data current using Platform connected applications. See the Marketo source connector documentation for more information.

B2B data (People, Accounts, Opportunities, and activity ) from CRM1 is synced into Marketo 1. Similarly, all B2B data from CRM 2 is synced into Marketo 2. They get synced into 蜜豆视频 Experience Platform via the Marketo source connector. However, If Bodea wants to bring in additional data from a CRM into Experience Platform, they can use existing CRM Connectors.

For simplicity鈥檚 sake and the purpose of this example, people are being identified by their emails. The combined account data for this example looks as follows:

By using the Marketo Engage and LinkedIn destinations, Bodea has an end-to-end customer experience management (CXM) solution for its marketing team. The audience created in Experience Platform is pushed to the Marketo destination where it appears as a static list. This audience is then automatically added to a Marketo marketing campaign. Simultaneously, the audience can also be sent to a LinkedIn marketing campaign by the RT-CDP B2B Edition.

Next steps

By reading this document, you have now been introduced to the types of objectives and problems that can be solved using Real-Time CDP B2B Edition.

The following documentation is recommended to improve your understanding of B2B specific features: