• HPE and NVIDIA Debut AI Factory Stack to Power Next Industrial Shift

    To speed up AI adoption across industries, HPE and NVIDIA today launched new AI factory offerings at HPE Discover in Las Vegas.
    The new lineup includes everything from modular AI factory infrastructure and HPE’s AI-ready RTX PRO Servers, to the next generation of HPE’s turnkey AI platform, HPE Private Cloud AI. The goal: give enterprises a framework to build and scale generative, agentic and industrial AI.
    The NVIDIA AI Computing by HPE portfolio is now among the broadest in the market.
    The portfolio combines NVIDIA Blackwell accelerated computing, NVIDIA Spectrum-X Ethernet and NVIDIA BlueField-3 networking technologies, NVIDIA AI Enterprise software and HPE’s full portfolio of servers, storage, services and software. This now includes HPE OpsRamp Software, a validated observability solution for the NVIDIA Enterprise AI Factory, and HPE Morpheus Enterprise Software for orchestration. The result is a pre-integrated, modular infrastructure stack to help teams get AI into production faster.
    This includes the next-generation HPE Private Cloud AI, co-engineered with NVIDIA and validated as part of the NVIDIA Enterprise AI Factory framework. This full-stack, turnkey AI factory solution will offer HPE ProLiant Compute DL380a Gen12 servers with the new NVIDIA RTX PRO 6000 Blackwell Server Edition GPUs.
    These new NVIDIA RTX PRO Servers from HPE provide a universal data center platform for a wide range of enterprise AI and industrial AI use cases, and are now available to order from HPE. HPE Private Cloud AI includes the latest NVIDIA AI Blueprints, including the NVIDIA AI-Q Blueprint for AI agent creation and workflows.
    HPE also announced a new NVIDIA HGX B300 system, the HPE Compute XD690, built with NVIDIA Blackwell Ultra GPUs. It’s the latest entry in the NVIDIA AI Computing by HPE lineup and is expected to ship in October.
    In Japan, KDDI is working with HPE to build NVIDIA AI infrastructure to accelerate global adoption.
    The HPE-built KDDI system will be based on the NVIDIA GB200 NVL72 platform, built on the NVIDIA Grace Blackwell architecture, at the KDDI Osaka Sakai Data Center.
    To accelerate AI for financial services, HPE will co-test agentic AI workflows built on Accenture’s AI Refinery with NVIDIA, running on HPE Private Cloud AI. Initial use cases include sourcing, procurement and risk analysis.
    HPE said it’s adding 26 new partners to its “Unleash AI” ecosystem to support more NVIDIA AI use cases. The company now offers more than 70 packaged AI workloads, from fraud detection and video analytics to sovereign AI and cybersecurity.
    Security and governance were a focus, too. HPE Private Cloud AI supports air-gapped management, multi-tenancy and post-quantum cryptography. HPE’s try-before-you-buy program lets customers test the system in Equinix data centers before purchase. HPE also introduced new programs, including AI Acceleration Workshops with NVIDIA, to help scale AI deployments.

    Watch the keynote: HPE CEO Antonio Neri announced the news from the Las Vegas Sphere on Tuesday at 9 a.m. PT. Register for the livestream and watch the replay.
    Explore more: Learn how NVIDIA and HPE build AI factories for every industry. Visit the partner page.
    #hpe #nvidia #debut #factory #stack
    HPE and NVIDIA Debut AI Factory Stack to Power Next Industrial Shift
    To speed up AI adoption across industries, HPE and NVIDIA today launched new AI factory offerings at HPE Discover in Las Vegas. The new lineup includes everything from modular AI factory infrastructure and HPE’s AI-ready RTX PRO Servers, to the next generation of HPE’s turnkey AI platform, HPE Private Cloud AI. The goal: give enterprises a framework to build and scale generative, agentic and industrial AI. The NVIDIA AI Computing by HPE portfolio is now among the broadest in the market. The portfolio combines NVIDIA Blackwell accelerated computing, NVIDIA Spectrum-X Ethernet and NVIDIA BlueField-3 networking technologies, NVIDIA AI Enterprise software and HPE’s full portfolio of servers, storage, services and software. This now includes HPE OpsRamp Software, a validated observability solution for the NVIDIA Enterprise AI Factory, and HPE Morpheus Enterprise Software for orchestration. The result is a pre-integrated, modular infrastructure stack to help teams get AI into production faster. This includes the next-generation HPE Private Cloud AI, co-engineered with NVIDIA and validated as part of the NVIDIA Enterprise AI Factory framework. This full-stack, turnkey AI factory solution will offer HPE ProLiant Compute DL380a Gen12 servers with the new NVIDIA RTX PRO 6000 Blackwell Server Edition GPUs. These new NVIDIA RTX PRO Servers from HPE provide a universal data center platform for a wide range of enterprise AI and industrial AI use cases, and are now available to order from HPE. HPE Private Cloud AI includes the latest NVIDIA AI Blueprints, including the NVIDIA AI-Q Blueprint for AI agent creation and workflows. HPE also announced a new NVIDIA HGX B300 system, the HPE Compute XD690, built with NVIDIA Blackwell Ultra GPUs. It’s the latest entry in the NVIDIA AI Computing by HPE lineup and is expected to ship in October. In Japan, KDDI is working with HPE to build NVIDIA AI infrastructure to accelerate global adoption. The HPE-built KDDI system will be based on the NVIDIA GB200 NVL72 platform, built on the NVIDIA Grace Blackwell architecture, at the KDDI Osaka Sakai Data Center. To accelerate AI for financial services, HPE will co-test agentic AI workflows built on Accenture’s AI Refinery with NVIDIA, running on HPE Private Cloud AI. Initial use cases include sourcing, procurement and risk analysis. HPE said it’s adding 26 new partners to its “Unleash AI” ecosystem to support more NVIDIA AI use cases. The company now offers more than 70 packaged AI workloads, from fraud detection and video analytics to sovereign AI and cybersecurity. Security and governance were a focus, too. HPE Private Cloud AI supports air-gapped management, multi-tenancy and post-quantum cryptography. HPE’s try-before-you-buy program lets customers test the system in Equinix data centers before purchase. HPE also introduced new programs, including AI Acceleration Workshops with NVIDIA, to help scale AI deployments. Watch the keynote: HPE CEO Antonio Neri announced the news from the Las Vegas Sphere on Tuesday at 9 a.m. PT. Register for the livestream and watch the replay. Explore more: Learn how NVIDIA and HPE build AI factories for every industry. Visit the partner page. #hpe #nvidia #debut #factory #stack
    BLOGS.NVIDIA.COM
    HPE and NVIDIA Debut AI Factory Stack to Power Next Industrial Shift
    To speed up AI adoption across industries, HPE and NVIDIA today launched new AI factory offerings at HPE Discover in Las Vegas. The new lineup includes everything from modular AI factory infrastructure and HPE’s AI-ready RTX PRO Servers (HPE ProLiant Compute DL380a Gen12), to the next generation of HPE’s turnkey AI platform, HPE Private Cloud AI. The goal: give enterprises a framework to build and scale generative, agentic and industrial AI. The NVIDIA AI Computing by HPE portfolio is now among the broadest in the market. The portfolio combines NVIDIA Blackwell accelerated computing, NVIDIA Spectrum-X Ethernet and NVIDIA BlueField-3 networking technologies, NVIDIA AI Enterprise software and HPE’s full portfolio of servers, storage, services and software. This now includes HPE OpsRamp Software, a validated observability solution for the NVIDIA Enterprise AI Factory, and HPE Morpheus Enterprise Software for orchestration. The result is a pre-integrated, modular infrastructure stack to help teams get AI into production faster. This includes the next-generation HPE Private Cloud AI, co-engineered with NVIDIA and validated as part of the NVIDIA Enterprise AI Factory framework. This full-stack, turnkey AI factory solution will offer HPE ProLiant Compute DL380a Gen12 servers with the new NVIDIA RTX PRO 6000 Blackwell Server Edition GPUs. These new NVIDIA RTX PRO Servers from HPE provide a universal data center platform for a wide range of enterprise AI and industrial AI use cases, and are now available to order from HPE. HPE Private Cloud AI includes the latest NVIDIA AI Blueprints, including the NVIDIA AI-Q Blueprint for AI agent creation and workflows. HPE also announced a new NVIDIA HGX B300 system, the HPE Compute XD690, built with NVIDIA Blackwell Ultra GPUs. It’s the latest entry in the NVIDIA AI Computing by HPE lineup and is expected to ship in October. In Japan, KDDI is working with HPE to build NVIDIA AI infrastructure to accelerate global adoption. The HPE-built KDDI system will be based on the NVIDIA GB200 NVL72 platform, built on the NVIDIA Grace Blackwell architecture, at the KDDI Osaka Sakai Data Center. To accelerate AI for financial services, HPE will co-test agentic AI workflows built on Accenture’s AI Refinery with NVIDIA, running on HPE Private Cloud AI. Initial use cases include sourcing, procurement and risk analysis. HPE said it’s adding 26 new partners to its “Unleash AI” ecosystem to support more NVIDIA AI use cases. The company now offers more than 70 packaged AI workloads, from fraud detection and video analytics to sovereign AI and cybersecurity. Security and governance were a focus, too. HPE Private Cloud AI supports air-gapped management, multi-tenancy and post-quantum cryptography. HPE’s try-before-you-buy program lets customers test the system in Equinix data centers before purchase. HPE also introduced new programs, including AI Acceleration Workshops with NVIDIA, to help scale AI deployments. Watch the keynote: HPE CEO Antonio Neri announced the news from the Las Vegas Sphere on Tuesday at 9 a.m. PT. Register for the livestream and watch the replay. Explore more: Learn how NVIDIA and HPE build AI factories for every industry. Visit the partner page.
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  • competitor analysis, website traffic, traffic comparison, SEO strategies, digital marketing, engagement metrics, user demographics, website analytics, 2025 trends

    In the cutthroat world of digital marketing, knowing your competitors’ website traffic is akin to knowing the secret ingredient of a rival chef’s famous dish. In 2025, analyzing and comparing competitor website traffic has evolved into an art form. Forget the days of simply glancing at their homepages; today, we dissect, delve, and de...
    competitor analysis, website traffic, traffic comparison, SEO strategies, digital marketing, engagement metrics, user demographics, website analytics, 2025 trends In the cutthroat world of digital marketing, knowing your competitors’ website traffic is akin to knowing the secret ingredient of a rival chef’s famous dish. In 2025, analyzing and comparing competitor website traffic has evolved into an art form. Forget the days of simply glancing at their homepages; today, we dissect, delve, and de...
    # How to Analyze & Compare Competitor Website Traffic in 2025
    competitor analysis, website traffic, traffic comparison, SEO strategies, digital marketing, engagement metrics, user demographics, website analytics, 2025 trends In the cutthroat world of digital marketing, knowing your competitors’ website traffic is akin to knowing the secret ingredient of a rival chef’s famous dish. In 2025, analyzing and comparing competitor website traffic has evolved...
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  • data analysis, dashboards, data visualization, business decisions, analytics mistakes, ineffective dashboards, data solutions, performance metrics, business intelligence

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    Are you one of those professionals who spends countless hours crafting a visually stunning dashboard, only to discover that nobody gives a damn about it? Welcome to the harsh reality of data analysis! It's shocking how many analysts fall into this trap, pouring their creativity and skill into something that ult...
    data analysis, dashboards, data visualization, business decisions, analytics mistakes, ineffective dashboards, data solutions, performance metrics, business intelligence ## Introduction Are you one of those professionals who spends countless hours crafting a visually stunning dashboard, only to discover that nobody gives a damn about it? Welcome to the harsh reality of data analysis! It's shocking how many analysts fall into this trap, pouring their creativity and skill into something that ult...
    Dashboard: The Mistake That Ruins Your Data Analysis
    data analysis, dashboards, data visualization, business decisions, analytics mistakes, ineffective dashboards, data solutions, performance metrics, business intelligence ## Introduction Are you one of those professionals who spends countless hours crafting a visually stunning dashboard, only to discover that nobody gives a damn about it? Welcome to the harsh reality of data analysis! It's...
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  • Ankur Kothari Q&A: Customer Engagement Book Interview

    Reading Time: 9 minutes
    In marketing, data isn’t a buzzword. It’s the lifeblood of all successful campaigns.
    But are you truly harnessing its power, or are you drowning in a sea of information? To answer this question, we sat down with Ankur Kothari, a seasoned Martech expert, to dive deep into this crucial topic.
    This interview, originally conducted for Chapter 6 of “The Customer Engagement Book: Adapt or Die” explores how businesses can translate raw data into actionable insights that drive real results.
    Ankur shares his wealth of knowledge on identifying valuable customer engagement data, distinguishing between signal and noise, and ultimately, shaping real-time strategies that keep companies ahead of the curve.

     
    Ankur Kothari Q&A Interview
    1. What types of customer engagement data are most valuable for making strategic business decisions?
    Primarily, there are four different buckets of customer engagement data. I would begin with behavioral data, encompassing website interaction, purchase history, and other app usage patterns.
    Second would be demographic information: age, location, income, and other relevant personal characteristics.
    Third would be sentiment analysis, where we derive information from social media interaction, customer feedback, or other customer reviews.
    Fourth would be the customer journey data.

    We track touchpoints across various channels of the customers to understand the customer journey path and conversion. Combining these four primary sources helps us understand the engagement data.

    2. How do you distinguish between data that is actionable versus data that is just noise?
    First is keeping relevant to your business objectives, making actionable data that directly relates to your specific goals or KPIs, and then taking help from statistical significance.
    Actionable data shows clear patterns or trends that are statistically valid, whereas other data consists of random fluctuations or outliers, which may not be what you are interested in.

    You also want to make sure that there is consistency across sources.
    Actionable insights are typically corroborated by multiple data points or channels, while other data or noise can be more isolated and contradictory.
    Actionable data suggests clear opportunities for improvement or decision making, whereas noise does not lead to meaningful actions or changes in strategy.

    By applying these criteria, I can effectively filter out the noise and focus on data that delivers or drives valuable business decisions.

    3. How can customer engagement data be used to identify and prioritize new business opportunities?
    First, it helps us to uncover unmet needs.

    By analyzing the customer feedback, touch points, support interactions, or usage patterns, we can identify the gaps in our current offerings or areas where customers are experiencing pain points.

    Second would be identifying emerging needs.
    Monitoring changes in customer behavior or preferences over time can reveal new market trends or shifts in demand, allowing my company to adapt their products or services accordingly.
    Third would be segmentation analysis.
    Detailed customer data analysis enables us to identify unserved or underserved segments or niche markets that may represent untapped opportunities for growth or expansion into newer areas and new geographies.
    Last is to build competitive differentiation.

    Engagement data can highlight where our companies outperform competitors, helping us to prioritize opportunities that leverage existing strengths and unique selling propositions.

    4. Can you share an example of where data insights directly influenced a critical decision?
    I will share an example from my previous organization at one of the financial services where we were very data-driven, which made a major impact on our critical decision regarding our credit card offerings.
    We analyzed the customer engagement data, and we discovered that a large segment of our millennial customers were underutilizing our traditional credit cards but showed high engagement with mobile payment platforms.
    That insight led us to develop and launch our first digital credit card product with enhanced mobile features and rewards tailored to the millennial spending habits. Since we had access to a lot of transactional data as well, we were able to build a financial product which met that specific segment’s needs.

    That data-driven decision resulted in a 40% increase in our new credit card applications from this demographic within the first quarter of the launch. Subsequently, our market share improved in that specific segment, which was very crucial.

    5. Are there any other examples of ways that you see customer engagement data being able to shape marketing strategy in real time?
    When it comes to using the engagement data in real-time, we do quite a few things. In the recent past two, three years, we are using that for dynamic content personalization, adjusting the website content, email messaging, or ad creative based on real-time user behavior and preferences.
    We automate campaign optimization using specific AI-driven tools to continuously analyze performance metrics and automatically reallocate the budget to top-performing channels or ad segments.
    Then we also build responsive social media engagement platforms like monitoring social media sentiments and trending topics to quickly adapt the messaging and create timely and relevant content.

    With one-on-one personalization, we do a lot of A/B testing as part of the overall rapid testing and market elements like subject lines, CTAs, and building various successful variants of the campaigns.

    6. How are you doing the 1:1 personalization?
    We have advanced CDP systems, and we are tracking each customer’s behavior in real-time. So the moment they move to different channels, we know what the context is, what the relevance is, and the recent interaction points, so we can cater the right offer.
    So for example, if you looked at a certain offer on the website and you came from Google, and then the next day you walk into an in-person interaction, our agent will already know that you were looking at that offer.
    That gives our customer or potential customer more one-to-one personalization instead of just segment-based or bulk interaction kind of experience.

    We have a huge team of data scientists, data analysts, and AI model creators who help us to analyze big volumes of data and bring the right insights to our marketing and sales team so that they can provide the right experience to our customers.

    7. What role does customer engagement data play in influencing cross-functional decisions, such as with product development, sales, and customer service?
    Primarily with product development — we have different products, not just the financial products or products whichever organizations sell, but also various products like mobile apps or websites they use for transactions. So that kind of product development gets improved.
    The engagement data helps our sales and marketing teams create more targeted campaigns, optimize channel selection, and refine messaging to resonate with specific customer segments.

    Customer service also gets helped by anticipating common issues, personalizing support interactions over the phone or email or chat, and proactively addressing potential problems, leading to improved customer satisfaction and retention.

    So in general, cross-functional application of engagement improves the customer-centric approach throughout the organization.

    8. What do you think some of the main challenges marketers face when trying to translate customer engagement data into actionable business insights?
    I think the huge amount of data we are dealing with. As we are getting more digitally savvy and most of the customers are moving to digital channels, we are getting a lot of data, and that sheer volume of data can be overwhelming, making it very difficult to identify truly meaningful patterns and insights.

    Because of the huge data overload, we create data silos in this process, so information often exists in separate systems across different departments. We are not able to build a holistic view of customer engagement.

    Because of data silos and overload of data, data quality issues appear. There is inconsistency, and inaccurate data can lead to incorrect insights or poor decision-making. Quality issues could also be due to the wrong format of the data, or the data is stale and no longer relevant.
    As we are growing and adding more people to help us understand customer engagement, I’ve also noticed that technical folks, especially data scientists and data analysts, lack skills to properly interpret the data or apply data insights effectively.
    So there’s a lack of understanding of marketing and sales as domains.
    It’s a huge effort and can take a lot of investment.

    Not being able to calculate the ROI of your overall investment is a big challenge that many organizations are facing.

    9. Why do you think the analysts don’t have the business acumen to properly do more than analyze the data?
    If people do not have the right idea of why we are collecting this data, we collect a lot of noise, and that brings in huge volumes of data. If you cannot stop that from step one—not bringing noise into the data system—that cannot be done by just technical folks or people who do not have business knowledge.
    Business people do not know everything about what data is being collected from which source and what data they need. It’s a gap between business domain knowledge, specifically marketing and sales needs, and technical folks who don’t have a lot of exposure to that side.

    Similarly, marketing business people do not have much exposure to the technical side — what’s possible to do with data, how much effort it takes, what’s relevant versus not relevant, and how to prioritize which data sources will be most important.

    10. Do you have any suggestions for how this can be overcome, or have you seen it in action where it has been solved before?
    First, cross-functional training: training different roles to help them understand why we’re doing this and what the business goals are, giving technical people exposure to what marketing and sales teams do.
    And giving business folks exposure to the technology side through training on different tools, strategies, and the roadmap of data integrations.
    The second is helping teams work more collaboratively. So it’s not like the technology team works in a silo and comes back when their work is done, and then marketing and sales teams act upon it.

    Now we’re making it more like one team. You work together so that you can complement each other, and we have a better strategy from day one.

    11. How do you address skepticism or resistance from stakeholders when presenting data-driven recommendations?
    We present clear business cases where we demonstrate how data-driven recommendations can directly align with business objectives and potential ROI.
    We build compelling visualizations, easy-to-understand charts and graphs that clearly illustrate the insights and the implications for business goals.

    We also do a lot of POCs and pilot projects with small-scale implementations to showcase tangible results and build confidence in the data-driven approach throughout the organization.

    12. What technologies or tools have you found most effective for gathering and analyzing customer engagement data?
    I’ve found that Customer Data Platforms help us unify customer data from various sources, providing a comprehensive view of customer interactions across touch points.
    Having advanced analytics platforms — tools with AI and machine learning capabilities that can process large volumes of data and uncover complex patterns and insights — is a great value to us.
    We always use, or many organizations use, marketing automation systems to improve marketing team productivity, helping us track and analyze customer interactions across multiple channels.
    Another thing is social media listening tools, wherever your brand is mentioned or you want to measure customer sentiment over social media, or track the engagement of your campaigns across social media platforms.

    Last is web analytical tools, which provide detailed insights into your website visitors’ behaviors and engagement metrics, for browser apps, small browser apps, various devices, and mobile apps.

    13. How do you ensure data quality and consistency across multiple channels to make these informed decisions?
    We established clear guidelines for data collection, storage, and usage across all channels to maintain consistency. Then we use data integration platforms — tools that consolidate data from various sources into a single unified view, reducing discrepancies and inconsistencies.
    While we collect data from different sources, we clean the data so it becomes cleaner with every stage of processing.
    We also conduct regular data audits — performing periodic checks to identify and rectify data quality issues, ensuring accuracy and reliability of information. We also deploy standardized data formats.

    On top of that, we have various automated data cleansing tools, specific software to detect and correct data errors, redundancies, duplicates, and inconsistencies in data sets automatically.

    14. How do you see the role of customer engagement data evolving in shaping business strategies over the next five years?
    The first thing that’s been the biggest trend from the past two years is AI-driven decision making, which I think will become more prevalent, with advanced algorithms processing vast amounts of engagement data in real-time to inform strategic choices.
    Somewhat related to this is predictive analytics, which will play an even larger role, enabling businesses to anticipate customer needs and market trends with more accuracy and better predictive capabilities.
    We also touched upon hyper-personalization. We are all trying to strive toward more hyper-personalization at scale, which is more one-on-one personalization, as we are increasingly capturing more engagement data and have bigger systems and infrastructure to support processing those large volumes of data so we can achieve those hyper-personalization use cases.
    As the world is collecting more data, privacy concerns and regulations come into play.
    I believe in the next few years there will be more innovation toward how businesses can collect data ethically and what the usage practices are, leading to more transparent and consent-based engagement data strategies.
    And lastly, I think about the integration of engagement data, which is always a big challenge. I believe as we’re solving those integration challenges, we are adding more and more complex data sources to the picture.

    So I think there will need to be more innovation or sophistication brought into data integration strategies, which will help us take a truly customer-centric approach to strategy formulation.

     
    This interview Q&A was hosted with Ankur Kothari, a previous Martech Executive, for Chapter 6 of The Customer Engagement Book: Adapt or Die.
    Download the PDF or request a physical copy of the book here.
    The post Ankur Kothari Q&A: Customer Engagement Book Interview appeared first on MoEngage.
    #ankur #kothari #qampampa #customer #engagement
    Ankur Kothari Q&A: Customer Engagement Book Interview
    Reading Time: 9 minutes In marketing, data isn’t a buzzword. It’s the lifeblood of all successful campaigns. But are you truly harnessing its power, or are you drowning in a sea of information? To answer this question, we sat down with Ankur Kothari, a seasoned Martech expert, to dive deep into this crucial topic. This interview, originally conducted for Chapter 6 of “The Customer Engagement Book: Adapt or Die” explores how businesses can translate raw data into actionable insights that drive real results. Ankur shares his wealth of knowledge on identifying valuable customer engagement data, distinguishing between signal and noise, and ultimately, shaping real-time strategies that keep companies ahead of the curve.   Ankur Kothari Q&A Interview 1. What types of customer engagement data are most valuable for making strategic business decisions? Primarily, there are four different buckets of customer engagement data. I would begin with behavioral data, encompassing website interaction, purchase history, and other app usage patterns. Second would be demographic information: age, location, income, and other relevant personal characteristics. Third would be sentiment analysis, where we derive information from social media interaction, customer feedback, or other customer reviews. Fourth would be the customer journey data. We track touchpoints across various channels of the customers to understand the customer journey path and conversion. Combining these four primary sources helps us understand the engagement data. 2. How do you distinguish between data that is actionable versus data that is just noise? First is keeping relevant to your business objectives, making actionable data that directly relates to your specific goals or KPIs, and then taking help from statistical significance. Actionable data shows clear patterns or trends that are statistically valid, whereas other data consists of random fluctuations or outliers, which may not be what you are interested in. You also want to make sure that there is consistency across sources. Actionable insights are typically corroborated by multiple data points or channels, while other data or noise can be more isolated and contradictory. Actionable data suggests clear opportunities for improvement or decision making, whereas noise does not lead to meaningful actions or changes in strategy. By applying these criteria, I can effectively filter out the noise and focus on data that delivers or drives valuable business decisions. 3. How can customer engagement data be used to identify and prioritize new business opportunities? First, it helps us to uncover unmet needs. By analyzing the customer feedback, touch points, support interactions, or usage patterns, we can identify the gaps in our current offerings or areas where customers are experiencing pain points. Second would be identifying emerging needs. Monitoring changes in customer behavior or preferences over time can reveal new market trends or shifts in demand, allowing my company to adapt their products or services accordingly. Third would be segmentation analysis. Detailed customer data analysis enables us to identify unserved or underserved segments or niche markets that may represent untapped opportunities for growth or expansion into newer areas and new geographies. Last is to build competitive differentiation. Engagement data can highlight where our companies outperform competitors, helping us to prioritize opportunities that leverage existing strengths and unique selling propositions. 4. Can you share an example of where data insights directly influenced a critical decision? I will share an example from my previous organization at one of the financial services where we were very data-driven, which made a major impact on our critical decision regarding our credit card offerings. We analyzed the customer engagement data, and we discovered that a large segment of our millennial customers were underutilizing our traditional credit cards but showed high engagement with mobile payment platforms. That insight led us to develop and launch our first digital credit card product with enhanced mobile features and rewards tailored to the millennial spending habits. Since we had access to a lot of transactional data as well, we were able to build a financial product which met that specific segment’s needs. That data-driven decision resulted in a 40% increase in our new credit card applications from this demographic within the first quarter of the launch. Subsequently, our market share improved in that specific segment, which was very crucial. 5. Are there any other examples of ways that you see customer engagement data being able to shape marketing strategy in real time? When it comes to using the engagement data in real-time, we do quite a few things. In the recent past two, three years, we are using that for dynamic content personalization, adjusting the website content, email messaging, or ad creative based on real-time user behavior and preferences. We automate campaign optimization using specific AI-driven tools to continuously analyze performance metrics and automatically reallocate the budget to top-performing channels or ad segments. Then we also build responsive social media engagement platforms like monitoring social media sentiments and trending topics to quickly adapt the messaging and create timely and relevant content. With one-on-one personalization, we do a lot of A/B testing as part of the overall rapid testing and market elements like subject lines, CTAs, and building various successful variants of the campaigns. 6. How are you doing the 1:1 personalization? We have advanced CDP systems, and we are tracking each customer’s behavior in real-time. So the moment they move to different channels, we know what the context is, what the relevance is, and the recent interaction points, so we can cater the right offer. So for example, if you looked at a certain offer on the website and you came from Google, and then the next day you walk into an in-person interaction, our agent will already know that you were looking at that offer. That gives our customer or potential customer more one-to-one personalization instead of just segment-based or bulk interaction kind of experience. We have a huge team of data scientists, data analysts, and AI model creators who help us to analyze big volumes of data and bring the right insights to our marketing and sales team so that they can provide the right experience to our customers. 7. What role does customer engagement data play in influencing cross-functional decisions, such as with product development, sales, and customer service? Primarily with product development — we have different products, not just the financial products or products whichever organizations sell, but also various products like mobile apps or websites they use for transactions. So that kind of product development gets improved. The engagement data helps our sales and marketing teams create more targeted campaigns, optimize channel selection, and refine messaging to resonate with specific customer segments. Customer service also gets helped by anticipating common issues, personalizing support interactions over the phone or email or chat, and proactively addressing potential problems, leading to improved customer satisfaction and retention. So in general, cross-functional application of engagement improves the customer-centric approach throughout the organization. 8. What do you think some of the main challenges marketers face when trying to translate customer engagement data into actionable business insights? I think the huge amount of data we are dealing with. As we are getting more digitally savvy and most of the customers are moving to digital channels, we are getting a lot of data, and that sheer volume of data can be overwhelming, making it very difficult to identify truly meaningful patterns and insights. Because of the huge data overload, we create data silos in this process, so information often exists in separate systems across different departments. We are not able to build a holistic view of customer engagement. Because of data silos and overload of data, data quality issues appear. There is inconsistency, and inaccurate data can lead to incorrect insights or poor decision-making. Quality issues could also be due to the wrong format of the data, or the data is stale and no longer relevant. As we are growing and adding more people to help us understand customer engagement, I’ve also noticed that technical folks, especially data scientists and data analysts, lack skills to properly interpret the data or apply data insights effectively. So there’s a lack of understanding of marketing and sales as domains. It’s a huge effort and can take a lot of investment. Not being able to calculate the ROI of your overall investment is a big challenge that many organizations are facing. 9. Why do you think the analysts don’t have the business acumen to properly do more than analyze the data? If people do not have the right idea of why we are collecting this data, we collect a lot of noise, and that brings in huge volumes of data. If you cannot stop that from step one—not bringing noise into the data system—that cannot be done by just technical folks or people who do not have business knowledge. Business people do not know everything about what data is being collected from which source and what data they need. It’s a gap between business domain knowledge, specifically marketing and sales needs, and technical folks who don’t have a lot of exposure to that side. Similarly, marketing business people do not have much exposure to the technical side — what’s possible to do with data, how much effort it takes, what’s relevant versus not relevant, and how to prioritize which data sources will be most important. 10. Do you have any suggestions for how this can be overcome, or have you seen it in action where it has been solved before? First, cross-functional training: training different roles to help them understand why we’re doing this and what the business goals are, giving technical people exposure to what marketing and sales teams do. And giving business folks exposure to the technology side through training on different tools, strategies, and the roadmap of data integrations. The second is helping teams work more collaboratively. So it’s not like the technology team works in a silo and comes back when their work is done, and then marketing and sales teams act upon it. Now we’re making it more like one team. You work together so that you can complement each other, and we have a better strategy from day one. 11. How do you address skepticism or resistance from stakeholders when presenting data-driven recommendations? We present clear business cases where we demonstrate how data-driven recommendations can directly align with business objectives and potential ROI. We build compelling visualizations, easy-to-understand charts and graphs that clearly illustrate the insights and the implications for business goals. We also do a lot of POCs and pilot projects with small-scale implementations to showcase tangible results and build confidence in the data-driven approach throughout the organization. 12. What technologies or tools have you found most effective for gathering and analyzing customer engagement data? I’ve found that Customer Data Platforms help us unify customer data from various sources, providing a comprehensive view of customer interactions across touch points. Having advanced analytics platforms — tools with AI and machine learning capabilities that can process large volumes of data and uncover complex patterns and insights — is a great value to us. We always use, or many organizations use, marketing automation systems to improve marketing team productivity, helping us track and analyze customer interactions across multiple channels. Another thing is social media listening tools, wherever your brand is mentioned or you want to measure customer sentiment over social media, or track the engagement of your campaigns across social media platforms. Last is web analytical tools, which provide detailed insights into your website visitors’ behaviors and engagement metrics, for browser apps, small browser apps, various devices, and mobile apps. 13. How do you ensure data quality and consistency across multiple channels to make these informed decisions? We established clear guidelines for data collection, storage, and usage across all channels to maintain consistency. Then we use data integration platforms — tools that consolidate data from various sources into a single unified view, reducing discrepancies and inconsistencies. While we collect data from different sources, we clean the data so it becomes cleaner with every stage of processing. We also conduct regular data audits — performing periodic checks to identify and rectify data quality issues, ensuring accuracy and reliability of information. We also deploy standardized data formats. On top of that, we have various automated data cleansing tools, specific software to detect and correct data errors, redundancies, duplicates, and inconsistencies in data sets automatically. 14. How do you see the role of customer engagement data evolving in shaping business strategies over the next five years? The first thing that’s been the biggest trend from the past two years is AI-driven decision making, which I think will become more prevalent, with advanced algorithms processing vast amounts of engagement data in real-time to inform strategic choices. Somewhat related to this is predictive analytics, which will play an even larger role, enabling businesses to anticipate customer needs and market trends with more accuracy and better predictive capabilities. We also touched upon hyper-personalization. We are all trying to strive toward more hyper-personalization at scale, which is more one-on-one personalization, as we are increasingly capturing more engagement data and have bigger systems and infrastructure to support processing those large volumes of data so we can achieve those hyper-personalization use cases. As the world is collecting more data, privacy concerns and regulations come into play. I believe in the next few years there will be more innovation toward how businesses can collect data ethically and what the usage practices are, leading to more transparent and consent-based engagement data strategies. And lastly, I think about the integration of engagement data, which is always a big challenge. I believe as we’re solving those integration challenges, we are adding more and more complex data sources to the picture. So I think there will need to be more innovation or sophistication brought into data integration strategies, which will help us take a truly customer-centric approach to strategy formulation.   This interview Q&A was hosted with Ankur Kothari, a previous Martech Executive, for Chapter 6 of The Customer Engagement Book: Adapt or Die. Download the PDF or request a physical copy of the book here. The post Ankur Kothari Q&A: Customer Engagement Book Interview appeared first on MoEngage. #ankur #kothari #qampampa #customer #engagement
    WWW.MOENGAGE.COM
    Ankur Kothari Q&A: Customer Engagement Book Interview
    Reading Time: 9 minutes In marketing, data isn’t a buzzword. It’s the lifeblood of all successful campaigns. But are you truly harnessing its power, or are you drowning in a sea of information? To answer this question (and many others), we sat down with Ankur Kothari, a seasoned Martech expert, to dive deep into this crucial topic. This interview, originally conducted for Chapter 6 of “The Customer Engagement Book: Adapt or Die” explores how businesses can translate raw data into actionable insights that drive real results. Ankur shares his wealth of knowledge on identifying valuable customer engagement data, distinguishing between signal and noise, and ultimately, shaping real-time strategies that keep companies ahead of the curve.   Ankur Kothari Q&A Interview 1. What types of customer engagement data are most valuable for making strategic business decisions? Primarily, there are four different buckets of customer engagement data. I would begin with behavioral data, encompassing website interaction, purchase history, and other app usage patterns. Second would be demographic information: age, location, income, and other relevant personal characteristics. Third would be sentiment analysis, where we derive information from social media interaction, customer feedback, or other customer reviews. Fourth would be the customer journey data. We track touchpoints across various channels of the customers to understand the customer journey path and conversion. Combining these four primary sources helps us understand the engagement data. 2. How do you distinguish between data that is actionable versus data that is just noise? First is keeping relevant to your business objectives, making actionable data that directly relates to your specific goals or KPIs, and then taking help from statistical significance. Actionable data shows clear patterns or trends that are statistically valid, whereas other data consists of random fluctuations or outliers, which may not be what you are interested in. You also want to make sure that there is consistency across sources. Actionable insights are typically corroborated by multiple data points or channels, while other data or noise can be more isolated and contradictory. Actionable data suggests clear opportunities for improvement or decision making, whereas noise does not lead to meaningful actions or changes in strategy. By applying these criteria, I can effectively filter out the noise and focus on data that delivers or drives valuable business decisions. 3. How can customer engagement data be used to identify and prioritize new business opportunities? First, it helps us to uncover unmet needs. By analyzing the customer feedback, touch points, support interactions, or usage patterns, we can identify the gaps in our current offerings or areas where customers are experiencing pain points. Second would be identifying emerging needs. Monitoring changes in customer behavior or preferences over time can reveal new market trends or shifts in demand, allowing my company to adapt their products or services accordingly. Third would be segmentation analysis. Detailed customer data analysis enables us to identify unserved or underserved segments or niche markets that may represent untapped opportunities for growth or expansion into newer areas and new geographies. Last is to build competitive differentiation. Engagement data can highlight where our companies outperform competitors, helping us to prioritize opportunities that leverage existing strengths and unique selling propositions. 4. Can you share an example of where data insights directly influenced a critical decision? I will share an example from my previous organization at one of the financial services where we were very data-driven, which made a major impact on our critical decision regarding our credit card offerings. We analyzed the customer engagement data, and we discovered that a large segment of our millennial customers were underutilizing our traditional credit cards but showed high engagement with mobile payment platforms. That insight led us to develop and launch our first digital credit card product with enhanced mobile features and rewards tailored to the millennial spending habits. Since we had access to a lot of transactional data as well, we were able to build a financial product which met that specific segment’s needs. That data-driven decision resulted in a 40% increase in our new credit card applications from this demographic within the first quarter of the launch. Subsequently, our market share improved in that specific segment, which was very crucial. 5. Are there any other examples of ways that you see customer engagement data being able to shape marketing strategy in real time? When it comes to using the engagement data in real-time, we do quite a few things. In the recent past two, three years, we are using that for dynamic content personalization, adjusting the website content, email messaging, or ad creative based on real-time user behavior and preferences. We automate campaign optimization using specific AI-driven tools to continuously analyze performance metrics and automatically reallocate the budget to top-performing channels or ad segments. Then we also build responsive social media engagement platforms like monitoring social media sentiments and trending topics to quickly adapt the messaging and create timely and relevant content. With one-on-one personalization, we do a lot of A/B testing as part of the overall rapid testing and market elements like subject lines, CTAs, and building various successful variants of the campaigns. 6. How are you doing the 1:1 personalization? We have advanced CDP systems, and we are tracking each customer’s behavior in real-time. So the moment they move to different channels, we know what the context is, what the relevance is, and the recent interaction points, so we can cater the right offer. So for example, if you looked at a certain offer on the website and you came from Google, and then the next day you walk into an in-person interaction, our agent will already know that you were looking at that offer. That gives our customer or potential customer more one-to-one personalization instead of just segment-based or bulk interaction kind of experience. We have a huge team of data scientists, data analysts, and AI model creators who help us to analyze big volumes of data and bring the right insights to our marketing and sales team so that they can provide the right experience to our customers. 7. What role does customer engagement data play in influencing cross-functional decisions, such as with product development, sales, and customer service? Primarily with product development — we have different products, not just the financial products or products whichever organizations sell, but also various products like mobile apps or websites they use for transactions. So that kind of product development gets improved. The engagement data helps our sales and marketing teams create more targeted campaigns, optimize channel selection, and refine messaging to resonate with specific customer segments. Customer service also gets helped by anticipating common issues, personalizing support interactions over the phone or email or chat, and proactively addressing potential problems, leading to improved customer satisfaction and retention. So in general, cross-functional application of engagement improves the customer-centric approach throughout the organization. 8. What do you think some of the main challenges marketers face when trying to translate customer engagement data into actionable business insights? I think the huge amount of data we are dealing with. As we are getting more digitally savvy and most of the customers are moving to digital channels, we are getting a lot of data, and that sheer volume of data can be overwhelming, making it very difficult to identify truly meaningful patterns and insights. Because of the huge data overload, we create data silos in this process, so information often exists in separate systems across different departments. We are not able to build a holistic view of customer engagement. Because of data silos and overload of data, data quality issues appear. There is inconsistency, and inaccurate data can lead to incorrect insights or poor decision-making. Quality issues could also be due to the wrong format of the data, or the data is stale and no longer relevant. As we are growing and adding more people to help us understand customer engagement, I’ve also noticed that technical folks, especially data scientists and data analysts, lack skills to properly interpret the data or apply data insights effectively. So there’s a lack of understanding of marketing and sales as domains. It’s a huge effort and can take a lot of investment. Not being able to calculate the ROI of your overall investment is a big challenge that many organizations are facing. 9. Why do you think the analysts don’t have the business acumen to properly do more than analyze the data? If people do not have the right idea of why we are collecting this data, we collect a lot of noise, and that brings in huge volumes of data. If you cannot stop that from step one—not bringing noise into the data system—that cannot be done by just technical folks or people who do not have business knowledge. Business people do not know everything about what data is being collected from which source and what data they need. It’s a gap between business domain knowledge, specifically marketing and sales needs, and technical folks who don’t have a lot of exposure to that side. Similarly, marketing business people do not have much exposure to the technical side — what’s possible to do with data, how much effort it takes, what’s relevant versus not relevant, and how to prioritize which data sources will be most important. 10. Do you have any suggestions for how this can be overcome, or have you seen it in action where it has been solved before? First, cross-functional training: training different roles to help them understand why we’re doing this and what the business goals are, giving technical people exposure to what marketing and sales teams do. And giving business folks exposure to the technology side through training on different tools, strategies, and the roadmap of data integrations. The second is helping teams work more collaboratively. So it’s not like the technology team works in a silo and comes back when their work is done, and then marketing and sales teams act upon it. Now we’re making it more like one team. You work together so that you can complement each other, and we have a better strategy from day one. 11. How do you address skepticism or resistance from stakeholders when presenting data-driven recommendations? We present clear business cases where we demonstrate how data-driven recommendations can directly align with business objectives and potential ROI. We build compelling visualizations, easy-to-understand charts and graphs that clearly illustrate the insights and the implications for business goals. We also do a lot of POCs and pilot projects with small-scale implementations to showcase tangible results and build confidence in the data-driven approach throughout the organization. 12. What technologies or tools have you found most effective for gathering and analyzing customer engagement data? I’ve found that Customer Data Platforms help us unify customer data from various sources, providing a comprehensive view of customer interactions across touch points. Having advanced analytics platforms — tools with AI and machine learning capabilities that can process large volumes of data and uncover complex patterns and insights — is a great value to us. We always use, or many organizations use, marketing automation systems to improve marketing team productivity, helping us track and analyze customer interactions across multiple channels. Another thing is social media listening tools, wherever your brand is mentioned or you want to measure customer sentiment over social media, or track the engagement of your campaigns across social media platforms. Last is web analytical tools, which provide detailed insights into your website visitors’ behaviors and engagement metrics, for browser apps, small browser apps, various devices, and mobile apps. 13. How do you ensure data quality and consistency across multiple channels to make these informed decisions? We established clear guidelines for data collection, storage, and usage across all channels to maintain consistency. Then we use data integration platforms — tools that consolidate data from various sources into a single unified view, reducing discrepancies and inconsistencies. While we collect data from different sources, we clean the data so it becomes cleaner with every stage of processing. We also conduct regular data audits — performing periodic checks to identify and rectify data quality issues, ensuring accuracy and reliability of information. We also deploy standardized data formats. On top of that, we have various automated data cleansing tools, specific software to detect and correct data errors, redundancies, duplicates, and inconsistencies in data sets automatically. 14. How do you see the role of customer engagement data evolving in shaping business strategies over the next five years? The first thing that’s been the biggest trend from the past two years is AI-driven decision making, which I think will become more prevalent, with advanced algorithms processing vast amounts of engagement data in real-time to inform strategic choices. Somewhat related to this is predictive analytics, which will play an even larger role, enabling businesses to anticipate customer needs and market trends with more accuracy and better predictive capabilities. We also touched upon hyper-personalization. We are all trying to strive toward more hyper-personalization at scale, which is more one-on-one personalization, as we are increasingly capturing more engagement data and have bigger systems and infrastructure to support processing those large volumes of data so we can achieve those hyper-personalization use cases. As the world is collecting more data, privacy concerns and regulations come into play. I believe in the next few years there will be more innovation toward how businesses can collect data ethically and what the usage practices are, leading to more transparent and consent-based engagement data strategies. And lastly, I think about the integration of engagement data, which is always a big challenge. I believe as we’re solving those integration challenges, we are adding more and more complex data sources to the picture. So I think there will need to be more innovation or sophistication brought into data integration strategies, which will help us take a truly customer-centric approach to strategy formulation.   This interview Q&A was hosted with Ankur Kothari, a previous Martech Executive, for Chapter 6 of The Customer Engagement Book: Adapt or Die. Download the PDF or request a physical copy of the book here. The post Ankur Kothari Q&A: Customer Engagement Book Interview appeared first on MoEngage.
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  • The Role of the 3-2-1 Backup Rule in Cybersecurity

    Daniel Pearson , CEO, KnownHostJune 12, 20253 Min ReadBusiness success concept. Cubes with arrows and target on the top.Cyber incidents are expected to cost the US billion in 2025. According to the latest estimates, this dynamic will continue to rise, reaching approximately 1.82 trillion US dollars in cybercrime costs by 2028. These figures highlight the crucial importance of strong cybersecurity strategies, which businesses must build to reduce the likelihood of risks. As technology evolves at a dramatic pace, businesses are increasingly dependent on utilizing digital infrastructure, exposing themselves to threats such as ransomware, accidental data loss, and corruption.  Despite the 3-2-1 backup rule being invented in 2009, this strategy has stayed relevant for businesses over the years, ensuring that the loss of data is minimized under threat, and will be a crucial method in the upcoming years to prevent major data loss.   What Is the 3-2-1 Backup Rule? The 3-2-1 backup rule is a popular backup strategy that ensures resilience against data loss. The setup consists of keeping your original data and two backups.  The data also needs to be stored in two different locations, such as the cloud or a local drive.  The one in the 3-2-1 backup rule represents storing a copy of your data off site, and this completes the setup.  This setup has been considered a gold standard in IT security, as it minimizes points of failure and increases the chance of successful data recovery in the event of a cyber-attack.  Related:Why Is This Rule Relevant in the Modern Cyber Threat Landscape? Statistics show that in 2024, 80% of companies have seen an increase in the frequency of cloud attacks.  Although many businesses assume that storing data in the cloud is enough, it is certainly not failsafe, and businesses are in bigger danger than ever due to the vast development of technology and AI capabilities attackers can manipulate and use.  As the cloud infrastructure has seen a similar speed of growth, cyber criminals are actively targeting these, leaving businesses with no clear recovery option. Therefore, more than ever, businesses need to invest in immutable backup solutions.  Common Backup Mistakes Businesses Make A common misstep is keeping all backups on the same physical network. If malware gets in, it can quickly spread and encrypt both the primary data and the backups, wiping out everything in one go. Another issue is the lack of offline or air-gapped backups. Many businesses rely entirely on cloud-based or on-premises storage that's always connected, which means their recovery options could be compromised during an attack. Related:Finally, one of the most overlooked yet crucial steps is testing backup restoration. A backup is only useful if it can actually be restored. Too often, companies skip regular testing. This can lead to a harsh reality check when they discover, too late, that their backup data is either corrupted or completely inaccessible after a breach. How to Implement the 3-2-1 Backup Rule? To successfully implement the 3-2-1 backup strategy as part of a robust cybersecurity framework, organizations should start by diversifying their storage methods. A resilient approach typically includes a mix of local storage, cloud-based solutions, and physical media such as external hard drives.  From there, it's essential to incorporate technologies that support write-once, read-many functionalities. This means backups cannot be modified or deleted, even by administrators, providing an extra layer of protection against threats. To further enhance resilience, organizations should make use of automation and AI-driven tools. These technologies can offer real-time monitoring, detect anomalies, and apply predictive analytics to maintain the integrity of backup data and flag any unusual activity or failures in the process. Lastly, it's crucial to ensure your backup strategy aligns with relevant regulatory requirements, such as GDPR in the UK or CCPA in the US. Compliance not only mitigates legal risk but also reinforces your commitment to data protection and operational continuity. Related:By blending the time-tested 3-2-1 rule with modern advances like immutable storage and intelligent monitoring, organizations can build a highly resilient backup architecture that strengthens their overall cybersecurity posture. About the AuthorDaniel Pearson CEO, KnownHostDaniel Pearson is the CEO of KnownHost, a managed web hosting service provider. Pearson also serves as a dedicated board member and supporter of the AlmaLinux OS Foundation, a non-profit organization focused on advancing the AlmaLinux OS -- an open-source operating system derived from RHEL. His passion for technology extends beyond his professional endeavors, as he actively promotes digital literacy and empowerment. Pearson's entrepreneurial drive and extensive industry knowledge have solidified his reputation as a respected figure in the tech community. See more from Daniel Pearson ReportsMore ReportsNever Miss a Beat: Get a snapshot of the issues affecting the IT industry straight to your inbox.SIGN-UPYou May Also Like
    #role #backup #rule #cybersecurity
    The Role of the 3-2-1 Backup Rule in Cybersecurity
    Daniel Pearson , CEO, KnownHostJune 12, 20253 Min ReadBusiness success concept. Cubes with arrows and target on the top.Cyber incidents are expected to cost the US billion in 2025. According to the latest estimates, this dynamic will continue to rise, reaching approximately 1.82 trillion US dollars in cybercrime costs by 2028. These figures highlight the crucial importance of strong cybersecurity strategies, which businesses must build to reduce the likelihood of risks. As technology evolves at a dramatic pace, businesses are increasingly dependent on utilizing digital infrastructure, exposing themselves to threats such as ransomware, accidental data loss, and corruption.  Despite the 3-2-1 backup rule being invented in 2009, this strategy has stayed relevant for businesses over the years, ensuring that the loss of data is minimized under threat, and will be a crucial method in the upcoming years to prevent major data loss.   What Is the 3-2-1 Backup Rule? The 3-2-1 backup rule is a popular backup strategy that ensures resilience against data loss. The setup consists of keeping your original data and two backups.  The data also needs to be stored in two different locations, such as the cloud or a local drive.  The one in the 3-2-1 backup rule represents storing a copy of your data off site, and this completes the setup.  This setup has been considered a gold standard in IT security, as it minimizes points of failure and increases the chance of successful data recovery in the event of a cyber-attack.  Related:Why Is This Rule Relevant in the Modern Cyber Threat Landscape? Statistics show that in 2024, 80% of companies have seen an increase in the frequency of cloud attacks.  Although many businesses assume that storing data in the cloud is enough, it is certainly not failsafe, and businesses are in bigger danger than ever due to the vast development of technology and AI capabilities attackers can manipulate and use.  As the cloud infrastructure has seen a similar speed of growth, cyber criminals are actively targeting these, leaving businesses with no clear recovery option. Therefore, more than ever, businesses need to invest in immutable backup solutions.  Common Backup Mistakes Businesses Make A common misstep is keeping all backups on the same physical network. If malware gets in, it can quickly spread and encrypt both the primary data and the backups, wiping out everything in one go. Another issue is the lack of offline or air-gapped backups. Many businesses rely entirely on cloud-based or on-premises storage that's always connected, which means their recovery options could be compromised during an attack. Related:Finally, one of the most overlooked yet crucial steps is testing backup restoration. A backup is only useful if it can actually be restored. Too often, companies skip regular testing. This can lead to a harsh reality check when they discover, too late, that their backup data is either corrupted or completely inaccessible after a breach. How to Implement the 3-2-1 Backup Rule? To successfully implement the 3-2-1 backup strategy as part of a robust cybersecurity framework, organizations should start by diversifying their storage methods. A resilient approach typically includes a mix of local storage, cloud-based solutions, and physical media such as external hard drives.  From there, it's essential to incorporate technologies that support write-once, read-many functionalities. This means backups cannot be modified or deleted, even by administrators, providing an extra layer of protection against threats. To further enhance resilience, organizations should make use of automation and AI-driven tools. These technologies can offer real-time monitoring, detect anomalies, and apply predictive analytics to maintain the integrity of backup data and flag any unusual activity or failures in the process. Lastly, it's crucial to ensure your backup strategy aligns with relevant regulatory requirements, such as GDPR in the UK or CCPA in the US. Compliance not only mitigates legal risk but also reinforces your commitment to data protection and operational continuity. Related:By blending the time-tested 3-2-1 rule with modern advances like immutable storage and intelligent monitoring, organizations can build a highly resilient backup architecture that strengthens their overall cybersecurity posture. About the AuthorDaniel Pearson CEO, KnownHostDaniel Pearson is the CEO of KnownHost, a managed web hosting service provider. Pearson also serves as a dedicated board member and supporter of the AlmaLinux OS Foundation, a non-profit organization focused on advancing the AlmaLinux OS -- an open-source operating system derived from RHEL. His passion for technology extends beyond his professional endeavors, as he actively promotes digital literacy and empowerment. Pearson's entrepreneurial drive and extensive industry knowledge have solidified his reputation as a respected figure in the tech community. See more from Daniel Pearson ReportsMore ReportsNever Miss a Beat: Get a snapshot of the issues affecting the IT industry straight to your inbox.SIGN-UPYou May Also Like #role #backup #rule #cybersecurity
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    The Role of the 3-2-1 Backup Rule in Cybersecurity
    Daniel Pearson , CEO, KnownHostJune 12, 20253 Min ReadBusiness success concept. Cubes with arrows and target on the top.Cyber incidents are expected to cost the US $639 billion in 2025. According to the latest estimates, this dynamic will continue to rise, reaching approximately 1.82 trillion US dollars in cybercrime costs by 2028. These figures highlight the crucial importance of strong cybersecurity strategies, which businesses must build to reduce the likelihood of risks. As technology evolves at a dramatic pace, businesses are increasingly dependent on utilizing digital infrastructure, exposing themselves to threats such as ransomware, accidental data loss, and corruption.  Despite the 3-2-1 backup rule being invented in 2009, this strategy has stayed relevant for businesses over the years, ensuring that the loss of data is minimized under threat, and will be a crucial method in the upcoming years to prevent major data loss.   What Is the 3-2-1 Backup Rule? The 3-2-1 backup rule is a popular backup strategy that ensures resilience against data loss. The setup consists of keeping your original data and two backups.  The data also needs to be stored in two different locations, such as the cloud or a local drive.  The one in the 3-2-1 backup rule represents storing a copy of your data off site, and this completes the setup.  This setup has been considered a gold standard in IT security, as it minimizes points of failure and increases the chance of successful data recovery in the event of a cyber-attack.  Related:Why Is This Rule Relevant in the Modern Cyber Threat Landscape? Statistics show that in 2024, 80% of companies have seen an increase in the frequency of cloud attacks.  Although many businesses assume that storing data in the cloud is enough, it is certainly not failsafe, and businesses are in bigger danger than ever due to the vast development of technology and AI capabilities attackers can manipulate and use.  As the cloud infrastructure has seen a similar speed of growth, cyber criminals are actively targeting these, leaving businesses with no clear recovery option. Therefore, more than ever, businesses need to invest in immutable backup solutions.  Common Backup Mistakes Businesses Make A common misstep is keeping all backups on the same physical network. If malware gets in, it can quickly spread and encrypt both the primary data and the backups, wiping out everything in one go. Another issue is the lack of offline or air-gapped backups. Many businesses rely entirely on cloud-based or on-premises storage that's always connected, which means their recovery options could be compromised during an attack. Related:Finally, one of the most overlooked yet crucial steps is testing backup restoration. A backup is only useful if it can actually be restored. Too often, companies skip regular testing. This can lead to a harsh reality check when they discover, too late, that their backup data is either corrupted or completely inaccessible after a breach. How to Implement the 3-2-1 Backup Rule? To successfully implement the 3-2-1 backup strategy as part of a robust cybersecurity framework, organizations should start by diversifying their storage methods. A resilient approach typically includes a mix of local storage, cloud-based solutions, and physical media such as external hard drives.  From there, it's essential to incorporate technologies that support write-once, read-many functionalities. This means backups cannot be modified or deleted, even by administrators, providing an extra layer of protection against threats. To further enhance resilience, organizations should make use of automation and AI-driven tools. These technologies can offer real-time monitoring, detect anomalies, and apply predictive analytics to maintain the integrity of backup data and flag any unusual activity or failures in the process. Lastly, it's crucial to ensure your backup strategy aligns with relevant regulatory requirements, such as GDPR in the UK or CCPA in the US. Compliance not only mitigates legal risk but also reinforces your commitment to data protection and operational continuity. Related:By blending the time-tested 3-2-1 rule with modern advances like immutable storage and intelligent monitoring, organizations can build a highly resilient backup architecture that strengthens their overall cybersecurity posture. About the AuthorDaniel Pearson CEO, KnownHostDaniel Pearson is the CEO of KnownHost, a managed web hosting service provider. Pearson also serves as a dedicated board member and supporter of the AlmaLinux OS Foundation, a non-profit organization focused on advancing the AlmaLinux OS -- an open-source operating system derived from RHEL. His passion for technology extends beyond his professional endeavors, as he actively promotes digital literacy and empowerment. Pearson's entrepreneurial drive and extensive industry knowledge have solidified his reputation as a respected figure in the tech community. See more from Daniel Pearson ReportsMore ReportsNever Miss a Beat: Get a snapshot of the issues affecting the IT industry straight to your inbox.SIGN-UPYou May Also Like
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  • EPFL Researchers Unveil FG2 at CVPR: A New AI Model That Slashes Localization Errors by 28% for Autonomous Vehicles in GPS-Denied Environments

    Navigating the dense urban canyons of cities like San Francisco or New York can be a nightmare for GPS systems. The towering skyscrapers block and reflect satellite signals, leading to location errors of tens of meters. For you and me, that might mean a missed turn. But for an autonomous vehicle or a delivery robot, that level of imprecision is the difference between a successful mission and a costly failure. These machines require pinpoint accuracy to operate safely and efficiently. Addressing this critical challenge, researchers from the École Polytechnique Fédérale de Lausannein Switzerland have introduced a groundbreaking new method for visual localization during CVPR 2025
    Their new paper, “FG2: Fine-Grained Cross-View Localization by Fine-Grained Feature Matching,” presents a novel AI model that significantly enhances the ability of a ground-level system, like an autonomous car, to determine its exact position and orientation using only a camera and a corresponding aerialimage. The new approach has demonstrated a remarkable 28% reduction in mean localization error compared to the previous state-of-the-art on a challenging public dataset.
    Key Takeaways:

    Superior Accuracy: The FG2 model reduces the average localization error by a significant 28% on the VIGOR cross-area test set, a challenging benchmark for this task.
    Human-like Intuition: Instead of relying on abstract descriptors, the model mimics human reasoning by matching fine-grained, semantically consistent features—like curbs, crosswalks, and buildings—between a ground-level photo and an aerial map.
    Enhanced Interpretability: The method allows researchers to “see” what the AI is “thinking” by visualizing exactly which features in the ground and aerial images are being matched, a major step forward from previous “black box” models.
    Weakly Supervised Learning: Remarkably, the model learns these complex and consistent feature matches without any direct labels for correspondences. It achieves this using only the final camera pose as a supervisory signal.

    Challenge: Seeing the World from Two Different Angles
    The core problem of cross-view localization is the dramatic difference in perspective between a street-level camera and an overhead satellite view. A building facade seen from the ground looks completely different from its rooftop signature in an aerial image. Existing methods have struggled with this. Some create a general “descriptor” for the entire scene, but this is an abstract approach that doesn’t mirror how humans naturally localize themselves by spotting specific landmarks. Other methods transform the ground image into a Bird’s-Eye-Viewbut are often limited to the ground plane, ignoring crucial vertical structures like buildings.

    FG2: Matching Fine-Grained Features
    The EPFL team’s FG2 method introduces a more intuitive and effective process. It aligns two sets of points: one generated from the ground-level image and another sampled from the aerial map.

    Here’s a breakdown of their innovative pipeline:

    Mapping to 3D: The process begins by taking the features from the ground-level image and lifting them into a 3D point cloud centered around the camera. This creates a 3D representation of the immediate environment.
    Smart Pooling to BEV: This is where the magic happens. Instead of simply flattening the 3D data, the model learns to intelligently select the most important features along the verticaldimension for each point. It essentially asks, “For this spot on the map, is the ground-level road marking more important, or is the edge of that building’s roof the better landmark?” This selection process is crucial, as it allows the model to correctly associate features like building facades with their corresponding rooftops in the aerial view.
    Feature Matching and Pose Estimation: Once both the ground and aerial views are represented as 2D point planes with rich feature descriptors, the model computes the similarity between them. It then samples a sparse set of the most confident matches and uses a classic geometric algorithm called Procrustes alignment to calculate the precise 3-DoFpose.

    Unprecedented Performance and Interpretability
    The results speak for themselves. On the challenging VIGOR dataset, which includes images from different cities in its cross-area test, FG2 reduced the mean localization error by 28% compared to the previous best method. It also demonstrated superior generalization capabilities on the KITTI dataset, a staple in autonomous driving research.

    Perhaps more importantly, the FG2 model offers a new level of transparency. By visualizing the matched points, the researchers showed that the model learns semantically consistent correspondences without being explicitly told to. For example, the system correctly matches zebra crossings, road markings, and even building facades in the ground view to their corresponding locations on the aerial map. This interpretability is extremenly valuable for building trust in safety-critical autonomous systems.
    “A Clearer Path” for Autonomous Navigation
    The FG2 method represents a significant leap forward in fine-grained visual localization. By developing a model that intelligently selects and matches features in a way that mirrors human intuition, the EPFL researchers have not only shattered previous accuracy records but also made the decision-making process of the AI more interpretable. This work paves the way for more robust and reliable navigation systems for autonomous vehicles, drones, and robots, bringing us one step closer to a future where machines can confidently navigate our world, even when GPS fails them.

    Check out the Paper. All credit for this research goes to the researchers of this project. Also, feel free to follow us on Twitter and don’t forget to join our 100k+ ML SubReddit and Subscribe to our Newsletter.
    Jean-marc MommessinJean-marc is a successful AI business executive .He leads and accelerates growth for AI powered solutions and started a computer vision company in 2006. He is a recognized speaker at AI conferences and has an MBA from Stanford.Jean-marc Mommessinhttps://www.marktechpost.com/author/jean-marc0000677/AI-Generated Ad Created with Google’s Veo3 Airs During NBA Finals, Slashing Production Costs by 95%Jean-marc Mommessinhttps://www.marktechpost.com/author/jean-marc0000677/Highlighted at CVPR 2025: Google DeepMind’s ‘Motion Prompting’ Paper Unlocks Granular Video ControlJean-marc Mommessinhttps://www.marktechpost.com/author/jean-marc0000677/Snowflake Charts New AI Territory: Cortex AISQL & Snowflake Intelligence Poised to Reshape Data AnalyticsJean-marc Mommessinhttps://www.marktechpost.com/author/jean-marc0000677/Exclusive Talk: Joey Conway of NVIDIA on Llama Nemotron Ultra and Open Source Models
    #epfl #researchers #unveil #fg2 #cvpr
    EPFL Researchers Unveil FG2 at CVPR: A New AI Model That Slashes Localization Errors by 28% for Autonomous Vehicles in GPS-Denied Environments
    Navigating the dense urban canyons of cities like San Francisco or New York can be a nightmare for GPS systems. The towering skyscrapers block and reflect satellite signals, leading to location errors of tens of meters. For you and me, that might mean a missed turn. But for an autonomous vehicle or a delivery robot, that level of imprecision is the difference between a successful mission and a costly failure. These machines require pinpoint accuracy to operate safely and efficiently. Addressing this critical challenge, researchers from the École Polytechnique Fédérale de Lausannein Switzerland have introduced a groundbreaking new method for visual localization during CVPR 2025 Their new paper, “FG2: Fine-Grained Cross-View Localization by Fine-Grained Feature Matching,” presents a novel AI model that significantly enhances the ability of a ground-level system, like an autonomous car, to determine its exact position and orientation using only a camera and a corresponding aerialimage. The new approach has demonstrated a remarkable 28% reduction in mean localization error compared to the previous state-of-the-art on a challenging public dataset. Key Takeaways: Superior Accuracy: The FG2 model reduces the average localization error by a significant 28% on the VIGOR cross-area test set, a challenging benchmark for this task. Human-like Intuition: Instead of relying on abstract descriptors, the model mimics human reasoning by matching fine-grained, semantically consistent features—like curbs, crosswalks, and buildings—between a ground-level photo and an aerial map. Enhanced Interpretability: The method allows researchers to “see” what the AI is “thinking” by visualizing exactly which features in the ground and aerial images are being matched, a major step forward from previous “black box” models. Weakly Supervised Learning: Remarkably, the model learns these complex and consistent feature matches without any direct labels for correspondences. It achieves this using only the final camera pose as a supervisory signal. Challenge: Seeing the World from Two Different Angles The core problem of cross-view localization is the dramatic difference in perspective between a street-level camera and an overhead satellite view. A building facade seen from the ground looks completely different from its rooftop signature in an aerial image. Existing methods have struggled with this. Some create a general “descriptor” for the entire scene, but this is an abstract approach that doesn’t mirror how humans naturally localize themselves by spotting specific landmarks. Other methods transform the ground image into a Bird’s-Eye-Viewbut are often limited to the ground plane, ignoring crucial vertical structures like buildings. FG2: Matching Fine-Grained Features The EPFL team’s FG2 method introduces a more intuitive and effective process. It aligns two sets of points: one generated from the ground-level image and another sampled from the aerial map. Here’s a breakdown of their innovative pipeline: Mapping to 3D: The process begins by taking the features from the ground-level image and lifting them into a 3D point cloud centered around the camera. This creates a 3D representation of the immediate environment. Smart Pooling to BEV: This is where the magic happens. Instead of simply flattening the 3D data, the model learns to intelligently select the most important features along the verticaldimension for each point. It essentially asks, “For this spot on the map, is the ground-level road marking more important, or is the edge of that building’s roof the better landmark?” This selection process is crucial, as it allows the model to correctly associate features like building facades with their corresponding rooftops in the aerial view. Feature Matching and Pose Estimation: Once both the ground and aerial views are represented as 2D point planes with rich feature descriptors, the model computes the similarity between them. It then samples a sparse set of the most confident matches and uses a classic geometric algorithm called Procrustes alignment to calculate the precise 3-DoFpose. Unprecedented Performance and Interpretability The results speak for themselves. On the challenging VIGOR dataset, which includes images from different cities in its cross-area test, FG2 reduced the mean localization error by 28% compared to the previous best method. It also demonstrated superior generalization capabilities on the KITTI dataset, a staple in autonomous driving research. Perhaps more importantly, the FG2 model offers a new level of transparency. By visualizing the matched points, the researchers showed that the model learns semantically consistent correspondences without being explicitly told to. For example, the system correctly matches zebra crossings, road markings, and even building facades in the ground view to their corresponding locations on the aerial map. This interpretability is extremenly valuable for building trust in safety-critical autonomous systems. “A Clearer Path” for Autonomous Navigation The FG2 method represents a significant leap forward in fine-grained visual localization. By developing a model that intelligently selects and matches features in a way that mirrors human intuition, the EPFL researchers have not only shattered previous accuracy records but also made the decision-making process of the AI more interpretable. This work paves the way for more robust and reliable navigation systems for autonomous vehicles, drones, and robots, bringing us one step closer to a future where machines can confidently navigate our world, even when GPS fails them. Check out the Paper. All credit for this research goes to the researchers of this project. Also, feel free to follow us on Twitter and don’t forget to join our 100k+ ML SubReddit and Subscribe to our Newsletter. Jean-marc MommessinJean-marc is a successful AI business executive .He leads and accelerates growth for AI powered solutions and started a computer vision company in 2006. He is a recognized speaker at AI conferences and has an MBA from Stanford.Jean-marc Mommessinhttps://www.marktechpost.com/author/jean-marc0000677/AI-Generated Ad Created with Google’s Veo3 Airs During NBA Finals, Slashing Production Costs by 95%Jean-marc Mommessinhttps://www.marktechpost.com/author/jean-marc0000677/Highlighted at CVPR 2025: Google DeepMind’s ‘Motion Prompting’ Paper Unlocks Granular Video ControlJean-marc Mommessinhttps://www.marktechpost.com/author/jean-marc0000677/Snowflake Charts New AI Territory: Cortex AISQL & Snowflake Intelligence Poised to Reshape Data AnalyticsJean-marc Mommessinhttps://www.marktechpost.com/author/jean-marc0000677/Exclusive Talk: Joey Conway of NVIDIA on Llama Nemotron Ultra and Open Source Models #epfl #researchers #unveil #fg2 #cvpr
    WWW.MARKTECHPOST.COM
    EPFL Researchers Unveil FG2 at CVPR: A New AI Model That Slashes Localization Errors by 28% for Autonomous Vehicles in GPS-Denied Environments
    Navigating the dense urban canyons of cities like San Francisco or New York can be a nightmare for GPS systems. The towering skyscrapers block and reflect satellite signals, leading to location errors of tens of meters. For you and me, that might mean a missed turn. But for an autonomous vehicle or a delivery robot, that level of imprecision is the difference between a successful mission and a costly failure. These machines require pinpoint accuracy to operate safely and efficiently. Addressing this critical challenge, researchers from the École Polytechnique Fédérale de Lausanne (EPFL) in Switzerland have introduced a groundbreaking new method for visual localization during CVPR 2025 Their new paper, “FG2: Fine-Grained Cross-View Localization by Fine-Grained Feature Matching,” presents a novel AI model that significantly enhances the ability of a ground-level system, like an autonomous car, to determine its exact position and orientation using only a camera and a corresponding aerial (or satellite) image. The new approach has demonstrated a remarkable 28% reduction in mean localization error compared to the previous state-of-the-art on a challenging public dataset. Key Takeaways: Superior Accuracy: The FG2 model reduces the average localization error by a significant 28% on the VIGOR cross-area test set, a challenging benchmark for this task. Human-like Intuition: Instead of relying on abstract descriptors, the model mimics human reasoning by matching fine-grained, semantically consistent features—like curbs, crosswalks, and buildings—between a ground-level photo and an aerial map. Enhanced Interpretability: The method allows researchers to “see” what the AI is “thinking” by visualizing exactly which features in the ground and aerial images are being matched, a major step forward from previous “black box” models. Weakly Supervised Learning: Remarkably, the model learns these complex and consistent feature matches without any direct labels for correspondences. It achieves this using only the final camera pose as a supervisory signal. Challenge: Seeing the World from Two Different Angles The core problem of cross-view localization is the dramatic difference in perspective between a street-level camera and an overhead satellite view. A building facade seen from the ground looks completely different from its rooftop signature in an aerial image. Existing methods have struggled with this. Some create a general “descriptor” for the entire scene, but this is an abstract approach that doesn’t mirror how humans naturally localize themselves by spotting specific landmarks. Other methods transform the ground image into a Bird’s-Eye-View (BEV) but are often limited to the ground plane, ignoring crucial vertical structures like buildings. FG2: Matching Fine-Grained Features The EPFL team’s FG2 method introduces a more intuitive and effective process. It aligns two sets of points: one generated from the ground-level image and another sampled from the aerial map. Here’s a breakdown of their innovative pipeline: Mapping to 3D: The process begins by taking the features from the ground-level image and lifting them into a 3D point cloud centered around the camera. This creates a 3D representation of the immediate environment. Smart Pooling to BEV: This is where the magic happens. Instead of simply flattening the 3D data, the model learns to intelligently select the most important features along the vertical (height) dimension for each point. It essentially asks, “For this spot on the map, is the ground-level road marking more important, or is the edge of that building’s roof the better landmark?” This selection process is crucial, as it allows the model to correctly associate features like building facades with their corresponding rooftops in the aerial view. Feature Matching and Pose Estimation: Once both the ground and aerial views are represented as 2D point planes with rich feature descriptors, the model computes the similarity between them. It then samples a sparse set of the most confident matches and uses a classic geometric algorithm called Procrustes alignment to calculate the precise 3-DoF (x, y, and yaw) pose. Unprecedented Performance and Interpretability The results speak for themselves. On the challenging VIGOR dataset, which includes images from different cities in its cross-area test, FG2 reduced the mean localization error by 28% compared to the previous best method. It also demonstrated superior generalization capabilities on the KITTI dataset, a staple in autonomous driving research. Perhaps more importantly, the FG2 model offers a new level of transparency. By visualizing the matched points, the researchers showed that the model learns semantically consistent correspondences without being explicitly told to. For example, the system correctly matches zebra crossings, road markings, and even building facades in the ground view to their corresponding locations on the aerial map. This interpretability is extremenly valuable for building trust in safety-critical autonomous systems. “A Clearer Path” for Autonomous Navigation The FG2 method represents a significant leap forward in fine-grained visual localization. By developing a model that intelligently selects and matches features in a way that mirrors human intuition, the EPFL researchers have not only shattered previous accuracy records but also made the decision-making process of the AI more interpretable. This work paves the way for more robust and reliable navigation systems for autonomous vehicles, drones, and robots, bringing us one step closer to a future where machines can confidently navigate our world, even when GPS fails them. Check out the Paper. All credit for this research goes to the researchers of this project. Also, feel free to follow us on Twitter and don’t forget to join our 100k+ ML SubReddit and Subscribe to our Newsletter. Jean-marc MommessinJean-marc is a successful AI business executive .He leads and accelerates growth for AI powered solutions and started a computer vision company in 2006. He is a recognized speaker at AI conferences and has an MBA from Stanford.Jean-marc Mommessinhttps://www.marktechpost.com/author/jean-marc0000677/AI-Generated Ad Created with Google’s Veo3 Airs During NBA Finals, Slashing Production Costs by 95%Jean-marc Mommessinhttps://www.marktechpost.com/author/jean-marc0000677/Highlighted at CVPR 2025: Google DeepMind’s ‘Motion Prompting’ Paper Unlocks Granular Video ControlJean-marc Mommessinhttps://www.marktechpost.com/author/jean-marc0000677/Snowflake Charts New AI Territory: Cortex AISQL & Snowflake Intelligence Poised to Reshape Data AnalyticsJean-marc Mommessinhttps://www.marktechpost.com/author/jean-marc0000677/Exclusive Talk: Joey Conway of NVIDIA on Llama Nemotron Ultra and Open Source Models
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  • Alec Haase Q&A: Customer Engagement Book Interview

    Reading Time: 6 minutes
    What is marketing without data? Assumptions. Guesses. Fluff.
    For Chapter 6 of our book, “The Customer Engagement Book: Adapt or Die,” we spoke with Alec Haase, Product GTM Lead, Commerce and AI at Hightouch, to explore how engagement data can truly inform critical business decisions. 
    Alec discusses the different types of customer behaviors that matter most, how to separate meaningful information from the rest, and the role of systems that learn over time to create tailored customer experiences.
    This interview provides insights into using data for real-time actions and shaping the future of marketing. Prepare to learn about AI decision-making and how a focus on data is changing how we engage with customers.

     
    Alec Haase Q&A Interview
    1. What types of customer engagement data are most valuable for making strategic business decisions?
    It’s a culmination of everything.
    Behavioral signals — the actual conversions and micro-conversions that users take within your product or website.
    Obviously, that’s things like purchases. But there are also other behavioral signals marketers should be using and thinking about. Things like micro-conversions — maybe that’s shopping for a product, clicking to learn more about a product, or visiting a certain page on your website.
    Behind that, you also need to have all your user data to tie that to.

    So I know someone took said action; I can follow up with them in email or out on paid social. I need the user identifiers to do that.

    2. How do you distinguish between data that is actionable versus data that is just noise?
    Data that’s actionable includes the conversions and micro-conversions — very clear instances of “someone did this.” I can react to or measure those.
    What’s becoming a bit of a challenge for marketers is understanding that there’s other data that is valuable for machine learning or reinforcement learning models, things like tags on the types of products customers are interacting with.
    Maybe there’s category information about that product, or color information. That would otherwise look like noise to the average marketer. But behind the scenes, it can be used for reinforcement learning.

    There is definitely the “clear-cut” actionable data, but marketers shouldn’t be quick to classify things as noise because the rise in machine learning and reinforcement learning will make that data more valuable.

    3. How can customer engagement data be used to identify and prioritize new business opportunities?
    At Hightouch, we don’t necessarily think about retroactive analysis. We have a system where we have customer engagement data firing in that we then have real-time scores reacting to.
    An interesting example is when you have machine learning and reinforcement learning models running. In the pet retailer example I gave you, the system is able to figure out what to prioritize.
    The concept of reinforcement learning is not a marketer making rules to say, “I know this type of thing works well on this type of audience.”

    It’s the machine itself using the data to determine what attribute responds well to which offer, recommendation, or marketing campaign.

    4. How can marketers ensure their use of customer engagement data aligns with the broader business objectives?
    It starts with the objectives. It’s starting with the desired outcome and working your way back. That whole flip of the paradigm is starting with outcomes and letting the system optimize. What are you trying to drive, and then back into the types of experiences that can make that happen?
    There’s personalization.
    When we talk about data-driven experiences and personalization, Spotify Wrapped is the North Star. For Spotify Wrapped, you want to drive customer stickiness and create a brand. To make that happen, you want to send a personalized email. What components do you want in that email?

    Maybe it’s top five songs, top five artists, and then you can back into the actual event data you need to make that happen.

    5. What role does engagement data play in influencing cross-functional decisions such as those in product development, sales, or customer service?
    For product development, it’s product analytics — knowing what features users are using, or seeing in heat maps where users are clicking.
    Sales is similar. We’re using behavioral signals like what types of content they’re reading on the site to help inform what they would be interested in — the types of products or the types of use cases.

    For customer service, you can look at errors they’ve run into in the past or specific purchases they’ve made, so that when you’re helping them the next time they engage with you, you know exactly what their past behaviors were and what products they could be calling about.

    6. What are some challenges marketers face when trying to translate customer engagement data into actionable insights?
    Access to data is one challenge. You might not know what data you have because marketers historically may not have been used to the systems where data is stored.
    Historically, that’s been pretty siloed away from them. Rich behavioral data and other data across the business was stored somewhere else.
    Now, as more companies embrace the data warehouse at the center of their business, it gives everyone a true single place where data can be stored.

    Marketers are working more with data teams, understanding more about the data they have, and using that data to power downstream use cases, personalization, reinforcement learning, or general business insights.

    7. How do you address skepticism or resistance from stakeholders when presenting data-driven recommendations?
    As a marketer, I think proof is key. The best thing is if you’ve actually run a test. “I think we should do this. I ran a small test, and it’s showing that this is actually proving out.” Being able to clearly explain and justify your reasoning with data is super important.

    8. What technology or tools have you found most effective for gathering and analyzing customer engagement data?
    Any type of behavioral event collection, specifically ones that write to the cloud data warehouse, is the critical component. Your data team is operating off the data warehouse.
    Having an event collection product that stores data in that central spot is really important if you want to use the other data when making recommendations.
    You want to get everything into the data warehouse where it can be used both for insights and for putting into action.

    For Spotify Wrapped, you want to collect behavioral event signals like songs listened to or concerts attended, writing to the warehouse so that you can get insights back — how many songs were played this year, projections for next month — but then you can also use those behavioral events in downstream platforms to fire off personalized emails with product recommendations or Spotify Wrapped-style experiences.

    9. How do you see the role of customer engagement data evolving in shaping business strategies over the next five years?

    What we’re excited about is the concept of AI Decisioning — having AI agents actually using customer data to train their own models and decision-making to create personalized experiences.
    We’re sitting on top of all this behavioral data, engagement data, and user attributes, and our system is learning from all of that to make the best decisions across downstream systems.
    Whether that’s as simple as driving a loyalty program and figuring out what emails to send or what on-site experiences to show, or exposing insights that might lead you to completely change your business strategy, we see engagement data as the fuel to the engine of reinforcement learning, machine learning, AI agents, this whole next wave of Martech that’s just now coming.
    But it all starts with having the data to train those systems.

    I think that behavioral data is the fuel of modern Martech, and that only holds more true as Martech platforms adopt these decisioning and AI capabilities, because they’re only as good as the data that’s training the models.

     

     
    This interview Q&A was hosted with Alec Haase, Product GTM Lead, Commerce and AI at Hightouch, for Chapter 6 of The Customer Engagement Book: Adapt or Die.
    Download the PDF or request a physical copy of the book here.
    The post Alec Haase Q&A: Customer Engagement Book Interview appeared first on MoEngage.
    #alec #haase #qampampa #customer #engagement
    Alec Haase Q&A: Customer Engagement Book Interview
    Reading Time: 6 minutes What is marketing without data? Assumptions. Guesses. Fluff. For Chapter 6 of our book, “The Customer Engagement Book: Adapt or Die,” we spoke with Alec Haase, Product GTM Lead, Commerce and AI at Hightouch, to explore how engagement data can truly inform critical business decisions.  Alec discusses the different types of customer behaviors that matter most, how to separate meaningful information from the rest, and the role of systems that learn over time to create tailored customer experiences. This interview provides insights into using data for real-time actions and shaping the future of marketing. Prepare to learn about AI decision-making and how a focus on data is changing how we engage with customers.   Alec Haase Q&A Interview 1. What types of customer engagement data are most valuable for making strategic business decisions? It’s a culmination of everything. Behavioral signals — the actual conversions and micro-conversions that users take within your product or website. Obviously, that’s things like purchases. But there are also other behavioral signals marketers should be using and thinking about. Things like micro-conversions — maybe that’s shopping for a product, clicking to learn more about a product, or visiting a certain page on your website. Behind that, you also need to have all your user data to tie that to. So I know someone took said action; I can follow up with them in email or out on paid social. I need the user identifiers to do that. 2. How do you distinguish between data that is actionable versus data that is just noise? Data that’s actionable includes the conversions and micro-conversions — very clear instances of “someone did this.” I can react to or measure those. What’s becoming a bit of a challenge for marketers is understanding that there’s other data that is valuable for machine learning or reinforcement learning models, things like tags on the types of products customers are interacting with. Maybe there’s category information about that product, or color information. That would otherwise look like noise to the average marketer. But behind the scenes, it can be used for reinforcement learning. There is definitely the “clear-cut” actionable data, but marketers shouldn’t be quick to classify things as noise because the rise in machine learning and reinforcement learning will make that data more valuable. 3. How can customer engagement data be used to identify and prioritize new business opportunities? At Hightouch, we don’t necessarily think about retroactive analysis. We have a system where we have customer engagement data firing in that we then have real-time scores reacting to. An interesting example is when you have machine learning and reinforcement learning models running. In the pet retailer example I gave you, the system is able to figure out what to prioritize. The concept of reinforcement learning is not a marketer making rules to say, “I know this type of thing works well on this type of audience.” It’s the machine itself using the data to determine what attribute responds well to which offer, recommendation, or marketing campaign. 4. How can marketers ensure their use of customer engagement data aligns with the broader business objectives? It starts with the objectives. It’s starting with the desired outcome and working your way back. That whole flip of the paradigm is starting with outcomes and letting the system optimize. What are you trying to drive, and then back into the types of experiences that can make that happen? There’s personalization. When we talk about data-driven experiences and personalization, Spotify Wrapped is the North Star. For Spotify Wrapped, you want to drive customer stickiness and create a brand. To make that happen, you want to send a personalized email. What components do you want in that email? Maybe it’s top five songs, top five artists, and then you can back into the actual event data you need to make that happen. 5. What role does engagement data play in influencing cross-functional decisions such as those in product development, sales, or customer service? For product development, it’s product analytics — knowing what features users are using, or seeing in heat maps where users are clicking. Sales is similar. We’re using behavioral signals like what types of content they’re reading on the site to help inform what they would be interested in — the types of products or the types of use cases. For customer service, you can look at errors they’ve run into in the past or specific purchases they’ve made, so that when you’re helping them the next time they engage with you, you know exactly what their past behaviors were and what products they could be calling about. 6. What are some challenges marketers face when trying to translate customer engagement data into actionable insights? Access to data is one challenge. You might not know what data you have because marketers historically may not have been used to the systems where data is stored. Historically, that’s been pretty siloed away from them. Rich behavioral data and other data across the business was stored somewhere else. Now, as more companies embrace the data warehouse at the center of their business, it gives everyone a true single place where data can be stored. Marketers are working more with data teams, understanding more about the data they have, and using that data to power downstream use cases, personalization, reinforcement learning, or general business insights. 7. How do you address skepticism or resistance from stakeholders when presenting data-driven recommendations? As a marketer, I think proof is key. The best thing is if you’ve actually run a test. “I think we should do this. I ran a small test, and it’s showing that this is actually proving out.” Being able to clearly explain and justify your reasoning with data is super important. 8. What technology or tools have you found most effective for gathering and analyzing customer engagement data? Any type of behavioral event collection, specifically ones that write to the cloud data warehouse, is the critical component. Your data team is operating off the data warehouse. Having an event collection product that stores data in that central spot is really important if you want to use the other data when making recommendations. You want to get everything into the data warehouse where it can be used both for insights and for putting into action. For Spotify Wrapped, you want to collect behavioral event signals like songs listened to or concerts attended, writing to the warehouse so that you can get insights back — how many songs were played this year, projections for next month — but then you can also use those behavioral events in downstream platforms to fire off personalized emails with product recommendations or Spotify Wrapped-style experiences. 9. How do you see the role of customer engagement data evolving in shaping business strategies over the next five years? What we’re excited about is the concept of AI Decisioning — having AI agents actually using customer data to train their own models and decision-making to create personalized experiences. We’re sitting on top of all this behavioral data, engagement data, and user attributes, and our system is learning from all of that to make the best decisions across downstream systems. Whether that’s as simple as driving a loyalty program and figuring out what emails to send or what on-site experiences to show, or exposing insights that might lead you to completely change your business strategy, we see engagement data as the fuel to the engine of reinforcement learning, machine learning, AI agents, this whole next wave of Martech that’s just now coming. But it all starts with having the data to train those systems. I think that behavioral data is the fuel of modern Martech, and that only holds more true as Martech platforms adopt these decisioning and AI capabilities, because they’re only as good as the data that’s training the models.     This interview Q&A was hosted with Alec Haase, Product GTM Lead, Commerce and AI at Hightouch, for Chapter 6 of The Customer Engagement Book: Adapt or Die. Download the PDF or request a physical copy of the book here. The post Alec Haase Q&A: Customer Engagement Book Interview appeared first on MoEngage. #alec #haase #qampampa #customer #engagement
    WWW.MOENGAGE.COM
    Alec Haase Q&A: Customer Engagement Book Interview
    Reading Time: 6 minutes What is marketing without data? Assumptions. Guesses. Fluff. For Chapter 6 of our book, “The Customer Engagement Book: Adapt or Die,” we spoke with Alec Haase, Product GTM Lead, Commerce and AI at Hightouch, to explore how engagement data can truly inform critical business decisions.  Alec discusses the different types of customer behaviors that matter most, how to separate meaningful information from the rest, and the role of systems that learn over time to create tailored customer experiences. This interview provides insights into using data for real-time actions and shaping the future of marketing. Prepare to learn about AI decision-making and how a focus on data is changing how we engage with customers.   Alec Haase Q&A Interview 1. What types of customer engagement data are most valuable for making strategic business decisions? It’s a culmination of everything. Behavioral signals — the actual conversions and micro-conversions that users take within your product or website. Obviously, that’s things like purchases. But there are also other behavioral signals marketers should be using and thinking about. Things like micro-conversions — maybe that’s shopping for a product, clicking to learn more about a product, or visiting a certain page on your website. Behind that, you also need to have all your user data to tie that to. So I know someone took said action; I can follow up with them in email or out on paid social. I need the user identifiers to do that. 2. How do you distinguish between data that is actionable versus data that is just noise? Data that’s actionable includes the conversions and micro-conversions — very clear instances of “someone did this.” I can react to or measure those. What’s becoming a bit of a challenge for marketers is understanding that there’s other data that is valuable for machine learning or reinforcement learning models, things like tags on the types of products customers are interacting with. Maybe there’s category information about that product, or color information. That would otherwise look like noise to the average marketer. But behind the scenes, it can be used for reinforcement learning. There is definitely the “clear-cut” actionable data, but marketers shouldn’t be quick to classify things as noise because the rise in machine learning and reinforcement learning will make that data more valuable. 3. How can customer engagement data be used to identify and prioritize new business opportunities? At Hightouch, we don’t necessarily think about retroactive analysis. We have a system where we have customer engagement data firing in that we then have real-time scores reacting to. An interesting example is when you have machine learning and reinforcement learning models running. In the pet retailer example I gave you, the system is able to figure out what to prioritize. The concept of reinforcement learning is not a marketer making rules to say, “I know this type of thing works well on this type of audience.” It’s the machine itself using the data to determine what attribute responds well to which offer, recommendation, or marketing campaign. 4. How can marketers ensure their use of customer engagement data aligns with the broader business objectives? It starts with the objectives. It’s starting with the desired outcome and working your way back. That whole flip of the paradigm is starting with outcomes and letting the system optimize. What are you trying to drive, and then back into the types of experiences that can make that happen? There’s personalization. When we talk about data-driven experiences and personalization, Spotify Wrapped is the North Star. For Spotify Wrapped, you want to drive customer stickiness and create a brand. To make that happen, you want to send a personalized email. What components do you want in that email? Maybe it’s top five songs, top five artists, and then you can back into the actual event data you need to make that happen. 5. What role does engagement data play in influencing cross-functional decisions such as those in product development, sales, or customer service? For product development, it’s product analytics — knowing what features users are using, or seeing in heat maps where users are clicking. Sales is similar. We’re using behavioral signals like what types of content they’re reading on the site to help inform what they would be interested in — the types of products or the types of use cases. For customer service, you can look at errors they’ve run into in the past or specific purchases they’ve made, so that when you’re helping them the next time they engage with you, you know exactly what their past behaviors were and what products they could be calling about. 6. What are some challenges marketers face when trying to translate customer engagement data into actionable insights? Access to data is one challenge. You might not know what data you have because marketers historically may not have been used to the systems where data is stored. Historically, that’s been pretty siloed away from them. Rich behavioral data and other data across the business was stored somewhere else. Now, as more companies embrace the data warehouse at the center of their business, it gives everyone a true single place where data can be stored. Marketers are working more with data teams, understanding more about the data they have, and using that data to power downstream use cases, personalization, reinforcement learning, or general business insights. 7. How do you address skepticism or resistance from stakeholders when presenting data-driven recommendations? As a marketer, I think proof is key. The best thing is if you’ve actually run a test. “I think we should do this. I ran a small test, and it’s showing that this is actually proving out.” Being able to clearly explain and justify your reasoning with data is super important. 8. What technology or tools have you found most effective for gathering and analyzing customer engagement data? Any type of behavioral event collection, specifically ones that write to the cloud data warehouse, is the critical component. Your data team is operating off the data warehouse. Having an event collection product that stores data in that central spot is really important if you want to use the other data when making recommendations. You want to get everything into the data warehouse where it can be used both for insights and for putting into action. For Spotify Wrapped, you want to collect behavioral event signals like songs listened to or concerts attended, writing to the warehouse so that you can get insights back — how many songs were played this year, projections for next month — but then you can also use those behavioral events in downstream platforms to fire off personalized emails with product recommendations or Spotify Wrapped-style experiences. 9. How do you see the role of customer engagement data evolving in shaping business strategies over the next five years? What we’re excited about is the concept of AI Decisioning — having AI agents actually using customer data to train their own models and decision-making to create personalized experiences. We’re sitting on top of all this behavioral data, engagement data, and user attributes, and our system is learning from all of that to make the best decisions across downstream systems. Whether that’s as simple as driving a loyalty program and figuring out what emails to send or what on-site experiences to show, or exposing insights that might lead you to completely change your business strategy, we see engagement data as the fuel to the engine of reinforcement learning, machine learning, AI agents, this whole next wave of Martech that’s just now coming. But it all starts with having the data to train those systems. I think that behavioral data is the fuel of modern Martech, and that only holds more true as Martech platforms adopt these decisioning and AI capabilities, because they’re only as good as the data that’s training the models.     This interview Q&A was hosted with Alec Haase, Product GTM Lead, Commerce and AI at Hightouch, for Chapter 6 of The Customer Engagement Book: Adapt or Die. Download the PDF or request a physical copy of the book here. The post Alec Haase Q&A: Customer Engagement Book Interview appeared first on MoEngage.
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    The 2025 Complete Splunk Beginner Bundle is now 25% off
    Deal  When you purchase through links on our site, we may earn an affiliate commission. Here’s how it works. The 2025 Complete Splunk Beginner Bundle is now 25% off Neowin Deals · Jun 14, 2025 16:00 EDT Today's highlighted deal comes via Neowin Deals store, where you can save 75% on The 2025 Complete Splunk Beginner Bundle Splunk is a powerful data platform used to gather information from multiple sources and index it for efficient access. You can then use collected data to create visualizations, analytics, and a variety of automated and security-related functions. With its web-style interface, Splunk is easy to use and is utilized by many companies worldwide. What's Included: Splunk Fundamentals for Effective Management of SOC and SIEM Oak Academy 38 LessonsLifetime Value Splunk | Splunk Core Certified User Certification Prep Lab Oak Academy, 63 Lessons,Lifetime, Value Splunk | Splunk Core Certified Power User SPLK 1002 Prep Oak Academy, 53 Lessons, Lifetime, Value Splunk| Splunk Enterprise Certified Admin Certification Prep Oak Academy, 68 Lessons, Lifetime, Value Requirements Basic understanding of IT and networking concepts Familiarity with Linux and Windows operating systems A computer with internet access for hands-on practice Good to Know Length of time users can access this course: lifetime Access options: desktop or mobile Redemption deadline: redeem your code within 30 days of purchase Experience level required: all levels Certificate of Completion ONLY Updates included Closed captioning NOT available NOT downloadable for offline viewing Learn more about our Lifetime deals here! Lifetime access to this 2025 Complete Splunk Beginner Bundle normally costs but this deal can be yours for just that's a saving of For full terms, specifications, and info, click the link below. Although priced in U.S. dollars, this deal is available for digital purchase worldwide. We post these because we earn commission on each sale so as not to rely solely on advertising, which many of our readers block. It all helps toward paying staff reporters, servers and hosting costs. Other ways to support Neowin Whitelist Neowin by not blocking our ads Create a free member account to see fewer ads Make a donation to support our day to day running costs Subscribe to Neowin - for a year, or a year for an ad-free experience Disclosure: Neowin benefits from revenue of each sale made through our branded deals site powered by StackCommerce. Tags Report a problem with article Follow @NeowinFeed #complete #splunk #beginner #bundle #now
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  • Mirela Cialai Q&A: Customer Engagement Book Interview

    Reading Time: 9 minutes
    In the ever-evolving landscape of customer engagement, staying ahead of the curve is not just advantageous, it’s essential.
    That’s why, for Chapter 7 of “The Customer Engagement Book: Adapt or Die,” we sat down with Mirela Cialai, a seasoned expert in CRM and Martech strategies at brands like Equinox. Mirela brings a wealth of knowledge in aligning technology roadmaps with business goals, shifting organizational focuses from acquisition to retention, and leveraging hyper-personalization to drive success.
    In this interview, Mirela dives deep into building robust customer engagement technology roadmaps. She unveils the “PAPER” framework—Plan, Audit, Prioritize, Execute, Refine—a simple yet effective strategy for marketers.
    You’ll gain insights into identifying gaps in your Martech stack, ensuring data accuracy, and prioritizing initiatives that deliver the greatest impact and ROI.
    Whether you’re navigating data silos, striving for cross-functional alignment, or aiming for seamless tech integration, Mirela’s expertise provides practical solutions and actionable takeaways.

     
    Mirela Cialai Q&A Interview
    1. How do you define the vision for a customer engagement platform roadmap in alignment with the broader business goals? Can you share any examples of successful visions from your experience?

    Defining the vision for the roadmap in alignment with the broader business goals involves creating a strategic framework that connects the team’s objectives with the organization’s overarching mission or primary objectives.

    This could be revenue growth, customer retention, market expansion, or operational efficiency.
    We then break down these goals into actionable areas where the team can contribute, such as improving engagement, increasing lifetime value, or driving acquisition.
    We articulate how the team will support business goals by defining the KPIs that link CRM outcomes — the team’s outcomes — to business goals.
    In a previous role, the CRM team I was leading faced significant challenges due to the lack of attribution capabilities and a reliance on surface-level metrics such as open rates and click-through rates to measure performance.
    This approach made it difficult to quantify the impact of our efforts on broader business objectives such as revenue growth.
    Recognizing this gap, I worked on defining a vision for the CRM team to address these shortcomings.
    Our vision was to drive measurable growth through enhanced data accuracy and improved attribution capabilities, which allowed us to deliver targeted, data-driven, and personalized customer experiences.
    To bring this vision to life, I developed a roadmap that focused on first improving data accuracy, building our attribution capabilities, and delivering personalization at scale.

    By aligning the vision with these strategic priorities, we were able to demonstrate the tangible impact of our efforts on the key business goals.

    2. What steps did you take to ensure data accuracy?
    The data team was very diligent in ensuring that our data warehouse had accurate data.
    So taking that as the source of truth, we started cleaning the data in all the other platforms that were integrated with our data warehouse — our CRM platform, our attribution analytics platform, etc.

    That’s where we started, looking at all the different integrations and ensuring that the data flows were correct and that we had all the right flows in place. And also validating and cleaning our email database — that helped, having more accurate data.

    3. How do you recommend shifting organizational focus from acquisition to retention within a customer engagement strategy?
    Shifting an organization’s focus from acquisition to retention requires a cultural and strategic shift, emphasizing the immense value that existing customers bring to long-term growth and profitability.
    I would start by quantifying the value of retention, showcasing how retaining customers is significantly more cost-effective than acquiring new ones. Research consistently shows that increasing retention rates by just 5% can boost profits by at least 25 to 95%.
    This data helps make a compelling case to stakeholders about the importance of prioritizing retention.
    Next, I would link retention to core business goals by demonstrating how enhancing customer lifetime value and loyalty can directly drive revenue growth.
    This involves shifting the organization’s focus to retention-specific metrics such as churn rate, repeat purchase rate, and customer LTV. These metrics provide actionable insights into customer behaviors and highlight the financial impact of retention initiatives, ensuring alignment with the broader company objectives.

    By framing retention as a driver of sustainable growth, the organization can see it not as a competing priority, but as a complementary strategy to acquisition, ultimately leading to a more balanced and effective customer engagement strategy.

    4. What are the key steps in analyzing a brand’s current Martech stack capabilities to identify gaps and opportunities for improvement?
    Developing a clear understanding of the Martech stack’s current state and ensuring it aligns with a brand’s strategic needs and future goals requires a structured and strategic approach.
    The process begins with defining what success looks like in terms of technology capabilities such as scalability, integration, automation, and data accessibility, and linking these capabilities directly to the brand’s broader business objectives.
    I start by doing an inventory of all tools currently in use, including their purpose, owner, and key functionalities, assessing if these tools are being used to their full potential or if there are features that remain unused, and reviewing how well tools integrate with one another and with our core systems, the data warehouse.
    Also, comparing the capabilities of each tool and results against industry standards and competitor practices and looking for missing functionalities such as personalization, omnichannel orchestration, or advanced analytics, and identifying overlapping tools that could be consolidated to save costs and streamline workflows.
    Finally, review the costs of the current tools against their impact on business outcomes and identify technologies that could reduce costs, increase efficiency, or deliver higher ROI through enhanced capabilities.

    Establish a regular review cycle for the Martech stack to ensure it evolves alongside the business and the technological landscape.

    5. How do you evaluate whether a company’s tech stack can support innovative customer-focused campaigns, and what red flags should marketers look out for?
    I recommend taking a structured approach and first ensure there is seamless integration across all tools to support a unified customer view and data sharing across the different channels.
    Determine if the stack can handle increasing data volumes, larger audiences, and additional channels as the campaigns grow, and check if it supports dynamic content, behavior-based triggers, and advanced segmentation and can process and act on data in real time through emerging technologies like AI/ML predictive analytics to enable marketers to launch responsive and timely campaigns.
    Most importantly, we need to ensure that the stack offers robust reporting tools that provide actionable insights, allowing teams to track performance and optimize campaigns.
    Some of the red flags are: data silos where customer data is fragmented across platforms and not easily accessible or integrated, inability to process or respond to customer behavior in real time, a reliance on manual intervention for tasks like segmentation, data extraction, campaign deployment, and poor scalability.

    If the stack struggles with growing data volumes or expanding to new channels, it won’t support the company’s evolving needs.

    6. What role do hyper-personalization and timely communication play in a successful customer engagement strategy? How do you ensure they’re built into the technology roadmap?
    Hyper-personalization and timely communication are essential components of a successful customer engagement strategy because they create meaningful, relevant, and impactful experiences that deepen the relationship with customers, enhance loyalty, and drive business outcomes.
    Hyper-personalization leverages data to deliver tailored content that resonates with each individual based on their preferences, behavior, or past interactions, and timely communication ensures these personalized interactions occur at the most relevant moments, which ultimately increases their impact.
    Customers are more likely to engage with messages that feel relevant and align with their needs, and real-time triggers such as cart abandonment or post-purchase upsells capitalize on moments when customers are most likely to convert.

    By embedding these capabilities into the roadmap through data integration, AI-driven insights, automation, and continuous optimization, we can deliver impactful, relevant, and timely experiences that foster deeper customer relationships and drive long-term success.

    7. What’s your approach to breaking down the customer engagement technology roadmap into manageable phases? How do you prioritize the initiatives?
    To create a manageable roadmap, we need to divide it into distinct phases, starting with building the foundation by addressing data cleanup, system integrations, and establishing metrics, which lays the groundwork for success.
    Next, we can focus on early wins and quick impact by launching behavior-based campaigns, automating workflows, and improving personalization to drive immediate value.
    Then we can move to optimization and expansion, incorporating predictive analytics, cross-channel orchestration, and refined attribution models to enhance our capabilities.
    Finally, prioritize innovation and scalability, leveraging AI/ML for hyper-personalization, scaling campaigns to new markets, and ensuring the system is equipped for future growth.
    By starting with foundational projects, delivering quick wins, and building towards scalable innovation, we can drive measurable outcomes while maintaining our agility to adapt to evolving needs.

    In terms of prioritizing initiatives effectively, I would focus on projects that deliver the greatest impact on business goals, on customer experience and ROI, while we consider feasibility, urgency, and resource availability.

    In the past, I’ve used frameworks like Impact Effort Matrix to identify the high-impact, low-effort initiatives and ensure that the most critical projects are addressed first.
    8. How do you ensure cross-functional alignment around this roadmap? What processes have worked best for you?
    Ensuring cross-functional alignment requires clear communication, collaborative planning, and shared accountability.
    We need to establish a shared understanding of the roadmap’s purpose and how it ties to the company’s overall goals by clearly articulating the “why” behind the roadmap and how each team can contribute to its success.
    To foster buy-in and ensure the roadmap reflects diverse perspectives and needs, we need to involve all stakeholders early on during the roadmap development and clearly outline each team’s role in executing the roadmap to ensure accountability across the different teams.

    To keep teams informed and aligned, we use meetings such as roadmap kickoff sessions and regular check-ins to share updates, address challenges collaboratively, and celebrate milestones together.

    9. If you were to outline a simple framework for marketers to follow when building a customer engagement technology roadmap, what would it look like?
    A simple framework for marketers to follow when building the roadmap can be summarized in five clear steps: Plan, Audit, Prioritize, Execute, and Refine.
    In one word: PAPER. Here’s how it breaks down.

    Plan: We lay the groundwork for the roadmap by defining the CRM strategy and aligning it with the business goals.
    Audit: We evaluate the current state of our CRM capabilities. We conduct a comprehensive assessment of our tools, our data, the processes, and team workflows to identify any potential gaps.
    Prioritize: initiatives based on impact, feasibility, and ROI potential.
    Execute: by implementing the roadmap in manageable phases.
    Refine: by continuously improving CRM performance and refining the roadmap.

    So the PAPER framework — Plan, Audit, Prioritize, Execute, and Refine — provides a structured, iterative approach allowing marketers to create a scalable and impactful customer engagement strategy.

    10. What are the most common challenges marketers face in creating or executing a customer engagement strategy, and how can they address these effectively?
    The most critical is when the customer data is siloed across different tools and platforms, making it very difficult to get a unified view of the customer. This limits the ability to deliver personalized and consistent experiences.

    The solution is to invest in tools that can centralize data from all touchpoints and ensure seamless integration between different platforms to create a single source of truth.

    Another challenge is the lack of clear metrics and ROI measurement and the inability to connect engagement efforts to tangible business outcomes, making it very hard to justify investment or optimize strategies.
    The solution for that is to define clear KPIs at the outset and use attribution models to link customer interactions to revenue and other key outcomes.
    Overcoming internal silos is another challenge where there is misalignment between teams, which can lead to inconsistent messaging and delayed execution.
    A solution to this is to foster cross-functional collaboration through shared goals, regular communication, and joint planning sessions.
    Besides these, other challenges marketers can face are delivering personalization at scale, keeping up with changing customer expectations, resource and budget constraints, resistance to change, and others.
    While creating and executing a customer engagement strategy can be challenging, these obstacles can be addressed through strategic planning, leveraging the right tools, fostering collaboration, and staying adaptable to customer needs and industry trends.

    By tackling these challenges proactively, marketers can deliver impactful customer-centric strategies that drive long-term success.

    11. What are the top takeaways or lessons that you’ve learned from building customer engagement technology roadmaps that others should keep in mind?
    I would say one of the most important takeaways is to ensure that the roadmap directly supports the company’s broader objectives.
    Whether the focus is on retention, customer lifetime value, or revenue growth, the roadmap must bridge the gap between high-level business goals and actionable initiatives.

    Another important lesson: The roadmap is only as effective as the data and systems it’s built upon.

    I’ve learned the importance of prioritizing foundational elements like data cleanup, integrations, and governance before tackling advanced initiatives like personalization or predictive analytics. Skipping this step can lead to inefficiencies or missed opportunities later on.
    A Customer Engagement Roadmap is a strategic tool that evolves alongside the business and its customers.

    So by aligning with business goals, building a solid foundation, focusing on impact, fostering collaboration, and remaining adaptable, you can create a roadmap that delivers measurable results and meaningful customer experiences.

     

     
    This interview Q&A was hosted with Mirela Cialai, Director of CRM & MarTech at Equinox, for Chapter 7 of The Customer Engagement Book: Adapt or Die.
    Download the PDF or request a physical copy of the book here.
    The post Mirela Cialai Q&A: Customer Engagement Book Interview appeared first on MoEngage.
    #mirela #cialai #qampampa #customer #engagement
    Mirela Cialai Q&A: Customer Engagement Book Interview
    Reading Time: 9 minutes In the ever-evolving landscape of customer engagement, staying ahead of the curve is not just advantageous, it’s essential. That’s why, for Chapter 7 of “The Customer Engagement Book: Adapt or Die,” we sat down with Mirela Cialai, a seasoned expert in CRM and Martech strategies at brands like Equinox. Mirela brings a wealth of knowledge in aligning technology roadmaps with business goals, shifting organizational focuses from acquisition to retention, and leveraging hyper-personalization to drive success. In this interview, Mirela dives deep into building robust customer engagement technology roadmaps. She unveils the “PAPER” framework—Plan, Audit, Prioritize, Execute, Refine—a simple yet effective strategy for marketers. You’ll gain insights into identifying gaps in your Martech stack, ensuring data accuracy, and prioritizing initiatives that deliver the greatest impact and ROI. Whether you’re navigating data silos, striving for cross-functional alignment, or aiming for seamless tech integration, Mirela’s expertise provides practical solutions and actionable takeaways.   Mirela Cialai Q&A Interview 1. How do you define the vision for a customer engagement platform roadmap in alignment with the broader business goals? Can you share any examples of successful visions from your experience? Defining the vision for the roadmap in alignment with the broader business goals involves creating a strategic framework that connects the team’s objectives with the organization’s overarching mission or primary objectives. This could be revenue growth, customer retention, market expansion, or operational efficiency. We then break down these goals into actionable areas where the team can contribute, such as improving engagement, increasing lifetime value, or driving acquisition. We articulate how the team will support business goals by defining the KPIs that link CRM outcomes — the team’s outcomes — to business goals. In a previous role, the CRM team I was leading faced significant challenges due to the lack of attribution capabilities and a reliance on surface-level metrics such as open rates and click-through rates to measure performance. This approach made it difficult to quantify the impact of our efforts on broader business objectives such as revenue growth. Recognizing this gap, I worked on defining a vision for the CRM team to address these shortcomings. Our vision was to drive measurable growth through enhanced data accuracy and improved attribution capabilities, which allowed us to deliver targeted, data-driven, and personalized customer experiences. To bring this vision to life, I developed a roadmap that focused on first improving data accuracy, building our attribution capabilities, and delivering personalization at scale. By aligning the vision with these strategic priorities, we were able to demonstrate the tangible impact of our efforts on the key business goals. 2. What steps did you take to ensure data accuracy? The data team was very diligent in ensuring that our data warehouse had accurate data. So taking that as the source of truth, we started cleaning the data in all the other platforms that were integrated with our data warehouse — our CRM platform, our attribution analytics platform, etc. That’s where we started, looking at all the different integrations and ensuring that the data flows were correct and that we had all the right flows in place. And also validating and cleaning our email database — that helped, having more accurate data. 3. How do you recommend shifting organizational focus from acquisition to retention within a customer engagement strategy? Shifting an organization’s focus from acquisition to retention requires a cultural and strategic shift, emphasizing the immense value that existing customers bring to long-term growth and profitability. I would start by quantifying the value of retention, showcasing how retaining customers is significantly more cost-effective than acquiring new ones. Research consistently shows that increasing retention rates by just 5% can boost profits by at least 25 to 95%. This data helps make a compelling case to stakeholders about the importance of prioritizing retention. Next, I would link retention to core business goals by demonstrating how enhancing customer lifetime value and loyalty can directly drive revenue growth. This involves shifting the organization’s focus to retention-specific metrics such as churn rate, repeat purchase rate, and customer LTV. These metrics provide actionable insights into customer behaviors and highlight the financial impact of retention initiatives, ensuring alignment with the broader company objectives. By framing retention as a driver of sustainable growth, the organization can see it not as a competing priority, but as a complementary strategy to acquisition, ultimately leading to a more balanced and effective customer engagement strategy. 4. What are the key steps in analyzing a brand’s current Martech stack capabilities to identify gaps and opportunities for improvement? Developing a clear understanding of the Martech stack’s current state and ensuring it aligns with a brand’s strategic needs and future goals requires a structured and strategic approach. The process begins with defining what success looks like in terms of technology capabilities such as scalability, integration, automation, and data accessibility, and linking these capabilities directly to the brand’s broader business objectives. I start by doing an inventory of all tools currently in use, including their purpose, owner, and key functionalities, assessing if these tools are being used to their full potential or if there are features that remain unused, and reviewing how well tools integrate with one another and with our core systems, the data warehouse. Also, comparing the capabilities of each tool and results against industry standards and competitor practices and looking for missing functionalities such as personalization, omnichannel orchestration, or advanced analytics, and identifying overlapping tools that could be consolidated to save costs and streamline workflows. Finally, review the costs of the current tools against their impact on business outcomes and identify technologies that could reduce costs, increase efficiency, or deliver higher ROI through enhanced capabilities. Establish a regular review cycle for the Martech stack to ensure it evolves alongside the business and the technological landscape. 5. How do you evaluate whether a company’s tech stack can support innovative customer-focused campaigns, and what red flags should marketers look out for? I recommend taking a structured approach and first ensure there is seamless integration across all tools to support a unified customer view and data sharing across the different channels. Determine if the stack can handle increasing data volumes, larger audiences, and additional channels as the campaigns grow, and check if it supports dynamic content, behavior-based triggers, and advanced segmentation and can process and act on data in real time through emerging technologies like AI/ML predictive analytics to enable marketers to launch responsive and timely campaigns. Most importantly, we need to ensure that the stack offers robust reporting tools that provide actionable insights, allowing teams to track performance and optimize campaigns. Some of the red flags are: data silos where customer data is fragmented across platforms and not easily accessible or integrated, inability to process or respond to customer behavior in real time, a reliance on manual intervention for tasks like segmentation, data extraction, campaign deployment, and poor scalability. If the stack struggles with growing data volumes or expanding to new channels, it won’t support the company’s evolving needs. 6. What role do hyper-personalization and timely communication play in a successful customer engagement strategy? How do you ensure they’re built into the technology roadmap? Hyper-personalization and timely communication are essential components of a successful customer engagement strategy because they create meaningful, relevant, and impactful experiences that deepen the relationship with customers, enhance loyalty, and drive business outcomes. Hyper-personalization leverages data to deliver tailored content that resonates with each individual based on their preferences, behavior, or past interactions, and timely communication ensures these personalized interactions occur at the most relevant moments, which ultimately increases their impact. Customers are more likely to engage with messages that feel relevant and align with their needs, and real-time triggers such as cart abandonment or post-purchase upsells capitalize on moments when customers are most likely to convert. By embedding these capabilities into the roadmap through data integration, AI-driven insights, automation, and continuous optimization, we can deliver impactful, relevant, and timely experiences that foster deeper customer relationships and drive long-term success. 7. What’s your approach to breaking down the customer engagement technology roadmap into manageable phases? How do you prioritize the initiatives? To create a manageable roadmap, we need to divide it into distinct phases, starting with building the foundation by addressing data cleanup, system integrations, and establishing metrics, which lays the groundwork for success. Next, we can focus on early wins and quick impact by launching behavior-based campaigns, automating workflows, and improving personalization to drive immediate value. Then we can move to optimization and expansion, incorporating predictive analytics, cross-channel orchestration, and refined attribution models to enhance our capabilities. Finally, prioritize innovation and scalability, leveraging AI/ML for hyper-personalization, scaling campaigns to new markets, and ensuring the system is equipped for future growth. By starting with foundational projects, delivering quick wins, and building towards scalable innovation, we can drive measurable outcomes while maintaining our agility to adapt to evolving needs. In terms of prioritizing initiatives effectively, I would focus on projects that deliver the greatest impact on business goals, on customer experience and ROI, while we consider feasibility, urgency, and resource availability. In the past, I’ve used frameworks like Impact Effort Matrix to identify the high-impact, low-effort initiatives and ensure that the most critical projects are addressed first. 8. How do you ensure cross-functional alignment around this roadmap? What processes have worked best for you? Ensuring cross-functional alignment requires clear communication, collaborative planning, and shared accountability. We need to establish a shared understanding of the roadmap’s purpose and how it ties to the company’s overall goals by clearly articulating the “why” behind the roadmap and how each team can contribute to its success. To foster buy-in and ensure the roadmap reflects diverse perspectives and needs, we need to involve all stakeholders early on during the roadmap development and clearly outline each team’s role in executing the roadmap to ensure accountability across the different teams. To keep teams informed and aligned, we use meetings such as roadmap kickoff sessions and regular check-ins to share updates, address challenges collaboratively, and celebrate milestones together. 9. If you were to outline a simple framework for marketers to follow when building a customer engagement technology roadmap, what would it look like? A simple framework for marketers to follow when building the roadmap can be summarized in five clear steps: Plan, Audit, Prioritize, Execute, and Refine. In one word: PAPER. Here’s how it breaks down. Plan: We lay the groundwork for the roadmap by defining the CRM strategy and aligning it with the business goals. Audit: We evaluate the current state of our CRM capabilities. We conduct a comprehensive assessment of our tools, our data, the processes, and team workflows to identify any potential gaps. Prioritize: initiatives based on impact, feasibility, and ROI potential. Execute: by implementing the roadmap in manageable phases. Refine: by continuously improving CRM performance and refining the roadmap. So the PAPER framework — Plan, Audit, Prioritize, Execute, and Refine — provides a structured, iterative approach allowing marketers to create a scalable and impactful customer engagement strategy. 10. What are the most common challenges marketers face in creating or executing a customer engagement strategy, and how can they address these effectively? The most critical is when the customer data is siloed across different tools and platforms, making it very difficult to get a unified view of the customer. This limits the ability to deliver personalized and consistent experiences. The solution is to invest in tools that can centralize data from all touchpoints and ensure seamless integration between different platforms to create a single source of truth. Another challenge is the lack of clear metrics and ROI measurement and the inability to connect engagement efforts to tangible business outcomes, making it very hard to justify investment or optimize strategies. The solution for that is to define clear KPIs at the outset and use attribution models to link customer interactions to revenue and other key outcomes. Overcoming internal silos is another challenge where there is misalignment between teams, which can lead to inconsistent messaging and delayed execution. A solution to this is to foster cross-functional collaboration through shared goals, regular communication, and joint planning sessions. Besides these, other challenges marketers can face are delivering personalization at scale, keeping up with changing customer expectations, resource and budget constraints, resistance to change, and others. While creating and executing a customer engagement strategy can be challenging, these obstacles can be addressed through strategic planning, leveraging the right tools, fostering collaboration, and staying adaptable to customer needs and industry trends. By tackling these challenges proactively, marketers can deliver impactful customer-centric strategies that drive long-term success. 11. What are the top takeaways or lessons that you’ve learned from building customer engagement technology roadmaps that others should keep in mind? I would say one of the most important takeaways is to ensure that the roadmap directly supports the company’s broader objectives. Whether the focus is on retention, customer lifetime value, or revenue growth, the roadmap must bridge the gap between high-level business goals and actionable initiatives. Another important lesson: The roadmap is only as effective as the data and systems it’s built upon. I’ve learned the importance of prioritizing foundational elements like data cleanup, integrations, and governance before tackling advanced initiatives like personalization or predictive analytics. Skipping this step can lead to inefficiencies or missed opportunities later on. A Customer Engagement Roadmap is a strategic tool that evolves alongside the business and its customers. So by aligning with business goals, building a solid foundation, focusing on impact, fostering collaboration, and remaining adaptable, you can create a roadmap that delivers measurable results and meaningful customer experiences.     This interview Q&A was hosted with Mirela Cialai, Director of CRM & MarTech at Equinox, for Chapter 7 of The Customer Engagement Book: Adapt or Die. Download the PDF or request a physical copy of the book here. The post Mirela Cialai Q&A: Customer Engagement Book Interview appeared first on MoEngage. #mirela #cialai #qampampa #customer #engagement
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    Mirela Cialai Q&A: Customer Engagement Book Interview
    Reading Time: 9 minutes In the ever-evolving landscape of customer engagement, staying ahead of the curve is not just advantageous, it’s essential. That’s why, for Chapter 7 of “The Customer Engagement Book: Adapt or Die,” we sat down with Mirela Cialai, a seasoned expert in CRM and Martech strategies at brands like Equinox. Mirela brings a wealth of knowledge in aligning technology roadmaps with business goals, shifting organizational focuses from acquisition to retention, and leveraging hyper-personalization to drive success. In this interview, Mirela dives deep into building robust customer engagement technology roadmaps. She unveils the “PAPER” framework—Plan, Audit, Prioritize, Execute, Refine—a simple yet effective strategy for marketers. You’ll gain insights into identifying gaps in your Martech stack, ensuring data accuracy, and prioritizing initiatives that deliver the greatest impact and ROI. Whether you’re navigating data silos, striving for cross-functional alignment, or aiming for seamless tech integration, Mirela’s expertise provides practical solutions and actionable takeaways.   Mirela Cialai Q&A Interview 1. How do you define the vision for a customer engagement platform roadmap in alignment with the broader business goals? Can you share any examples of successful visions from your experience? Defining the vision for the roadmap in alignment with the broader business goals involves creating a strategic framework that connects the team’s objectives with the organization’s overarching mission or primary objectives. This could be revenue growth, customer retention, market expansion, or operational efficiency. We then break down these goals into actionable areas where the team can contribute, such as improving engagement, increasing lifetime value, or driving acquisition. We articulate how the team will support business goals by defining the KPIs that link CRM outcomes — the team’s outcomes — to business goals. In a previous role, the CRM team I was leading faced significant challenges due to the lack of attribution capabilities and a reliance on surface-level metrics such as open rates and click-through rates to measure performance. This approach made it difficult to quantify the impact of our efforts on broader business objectives such as revenue growth. Recognizing this gap, I worked on defining a vision for the CRM team to address these shortcomings. Our vision was to drive measurable growth through enhanced data accuracy and improved attribution capabilities, which allowed us to deliver targeted, data-driven, and personalized customer experiences. To bring this vision to life, I developed a roadmap that focused on first improving data accuracy, building our attribution capabilities, and delivering personalization at scale. By aligning the vision with these strategic priorities, we were able to demonstrate the tangible impact of our efforts on the key business goals. 2. What steps did you take to ensure data accuracy? The data team was very diligent in ensuring that our data warehouse had accurate data. So taking that as the source of truth, we started cleaning the data in all the other platforms that were integrated with our data warehouse — our CRM platform, our attribution analytics platform, etc. That’s where we started, looking at all the different integrations and ensuring that the data flows were correct and that we had all the right flows in place. And also validating and cleaning our email database — that helped, having more accurate data. 3. How do you recommend shifting organizational focus from acquisition to retention within a customer engagement strategy? Shifting an organization’s focus from acquisition to retention requires a cultural and strategic shift, emphasizing the immense value that existing customers bring to long-term growth and profitability. I would start by quantifying the value of retention, showcasing how retaining customers is significantly more cost-effective than acquiring new ones. Research consistently shows that increasing retention rates by just 5% can boost profits by at least 25 to 95%. This data helps make a compelling case to stakeholders about the importance of prioritizing retention. Next, I would link retention to core business goals by demonstrating how enhancing customer lifetime value and loyalty can directly drive revenue growth. This involves shifting the organization’s focus to retention-specific metrics such as churn rate, repeat purchase rate, and customer LTV. These metrics provide actionable insights into customer behaviors and highlight the financial impact of retention initiatives, ensuring alignment with the broader company objectives. By framing retention as a driver of sustainable growth, the organization can see it not as a competing priority, but as a complementary strategy to acquisition, ultimately leading to a more balanced and effective customer engagement strategy. 4. What are the key steps in analyzing a brand’s current Martech stack capabilities to identify gaps and opportunities for improvement? Developing a clear understanding of the Martech stack’s current state and ensuring it aligns with a brand’s strategic needs and future goals requires a structured and strategic approach. The process begins with defining what success looks like in terms of technology capabilities such as scalability, integration, automation, and data accessibility, and linking these capabilities directly to the brand’s broader business objectives. I start by doing an inventory of all tools currently in use, including their purpose, owner, and key functionalities, assessing if these tools are being used to their full potential or if there are features that remain unused, and reviewing how well tools integrate with one another and with our core systems, the data warehouse. Also, comparing the capabilities of each tool and results against industry standards and competitor practices and looking for missing functionalities such as personalization, omnichannel orchestration, or advanced analytics, and identifying overlapping tools that could be consolidated to save costs and streamline workflows. Finally, review the costs of the current tools against their impact on business outcomes and identify technologies that could reduce costs, increase efficiency, or deliver higher ROI through enhanced capabilities. Establish a regular review cycle for the Martech stack to ensure it evolves alongside the business and the technological landscape. 5. How do you evaluate whether a company’s tech stack can support innovative customer-focused campaigns, and what red flags should marketers look out for? I recommend taking a structured approach and first ensure there is seamless integration across all tools to support a unified customer view and data sharing across the different channels. Determine if the stack can handle increasing data volumes, larger audiences, and additional channels as the campaigns grow, and check if it supports dynamic content, behavior-based triggers, and advanced segmentation and can process and act on data in real time through emerging technologies like AI/ML predictive analytics to enable marketers to launch responsive and timely campaigns. Most importantly, we need to ensure that the stack offers robust reporting tools that provide actionable insights, allowing teams to track performance and optimize campaigns. Some of the red flags are: data silos where customer data is fragmented across platforms and not easily accessible or integrated, inability to process or respond to customer behavior in real time, a reliance on manual intervention for tasks like segmentation, data extraction, campaign deployment, and poor scalability. If the stack struggles with growing data volumes or expanding to new channels, it won’t support the company’s evolving needs. 6. What role do hyper-personalization and timely communication play in a successful customer engagement strategy? How do you ensure they’re built into the technology roadmap? Hyper-personalization and timely communication are essential components of a successful customer engagement strategy because they create meaningful, relevant, and impactful experiences that deepen the relationship with customers, enhance loyalty, and drive business outcomes. Hyper-personalization leverages data to deliver tailored content that resonates with each individual based on their preferences, behavior, or past interactions, and timely communication ensures these personalized interactions occur at the most relevant moments, which ultimately increases their impact. Customers are more likely to engage with messages that feel relevant and align with their needs, and real-time triggers such as cart abandonment or post-purchase upsells capitalize on moments when customers are most likely to convert. By embedding these capabilities into the roadmap through data integration, AI-driven insights, automation, and continuous optimization, we can deliver impactful, relevant, and timely experiences that foster deeper customer relationships and drive long-term success. 7. What’s your approach to breaking down the customer engagement technology roadmap into manageable phases? How do you prioritize the initiatives? To create a manageable roadmap, we need to divide it into distinct phases, starting with building the foundation by addressing data cleanup, system integrations, and establishing metrics, which lays the groundwork for success. Next, we can focus on early wins and quick impact by launching behavior-based campaigns, automating workflows, and improving personalization to drive immediate value. Then we can move to optimization and expansion, incorporating predictive analytics, cross-channel orchestration, and refined attribution models to enhance our capabilities. Finally, prioritize innovation and scalability, leveraging AI/ML for hyper-personalization, scaling campaigns to new markets, and ensuring the system is equipped for future growth. By starting with foundational projects, delivering quick wins, and building towards scalable innovation, we can drive measurable outcomes while maintaining our agility to adapt to evolving needs. In terms of prioritizing initiatives effectively, I would focus on projects that deliver the greatest impact on business goals, on customer experience and ROI, while we consider feasibility, urgency, and resource availability. In the past, I’ve used frameworks like Impact Effort Matrix to identify the high-impact, low-effort initiatives and ensure that the most critical projects are addressed first. 8. How do you ensure cross-functional alignment around this roadmap? What processes have worked best for you? Ensuring cross-functional alignment requires clear communication, collaborative planning, and shared accountability. We need to establish a shared understanding of the roadmap’s purpose and how it ties to the company’s overall goals by clearly articulating the “why” behind the roadmap and how each team can contribute to its success. To foster buy-in and ensure the roadmap reflects diverse perspectives and needs, we need to involve all stakeholders early on during the roadmap development and clearly outline each team’s role in executing the roadmap to ensure accountability across the different teams. To keep teams informed and aligned, we use meetings such as roadmap kickoff sessions and regular check-ins to share updates, address challenges collaboratively, and celebrate milestones together. 9. If you were to outline a simple framework for marketers to follow when building a customer engagement technology roadmap, what would it look like? A simple framework for marketers to follow when building the roadmap can be summarized in five clear steps: Plan, Audit, Prioritize, Execute, and Refine. In one word: PAPER. Here’s how it breaks down. Plan: We lay the groundwork for the roadmap by defining the CRM strategy and aligning it with the business goals. Audit: We evaluate the current state of our CRM capabilities. We conduct a comprehensive assessment of our tools, our data, the processes, and team workflows to identify any potential gaps. Prioritize: initiatives based on impact, feasibility, and ROI potential. Execute: by implementing the roadmap in manageable phases. Refine: by continuously improving CRM performance and refining the roadmap. So the PAPER framework — Plan, Audit, Prioritize, Execute, and Refine — provides a structured, iterative approach allowing marketers to create a scalable and impactful customer engagement strategy. 10. What are the most common challenges marketers face in creating or executing a customer engagement strategy, and how can they address these effectively? The most critical is when the customer data is siloed across different tools and platforms, making it very difficult to get a unified view of the customer. This limits the ability to deliver personalized and consistent experiences. The solution is to invest in tools that can centralize data from all touchpoints and ensure seamless integration between different platforms to create a single source of truth. Another challenge is the lack of clear metrics and ROI measurement and the inability to connect engagement efforts to tangible business outcomes, making it very hard to justify investment or optimize strategies. The solution for that is to define clear KPIs at the outset and use attribution models to link customer interactions to revenue and other key outcomes. Overcoming internal silos is another challenge where there is misalignment between teams, which can lead to inconsistent messaging and delayed execution. A solution to this is to foster cross-functional collaboration through shared goals, regular communication, and joint planning sessions. Besides these, other challenges marketers can face are delivering personalization at scale, keeping up with changing customer expectations, resource and budget constraints, resistance to change, and others. While creating and executing a customer engagement strategy can be challenging, these obstacles can be addressed through strategic planning, leveraging the right tools, fostering collaboration, and staying adaptable to customer needs and industry trends. By tackling these challenges proactively, marketers can deliver impactful customer-centric strategies that drive long-term success. 11. What are the top takeaways or lessons that you’ve learned from building customer engagement technology roadmaps that others should keep in mind? I would say one of the most important takeaways is to ensure that the roadmap directly supports the company’s broader objectives. Whether the focus is on retention, customer lifetime value, or revenue growth, the roadmap must bridge the gap between high-level business goals and actionable initiatives. Another important lesson: The roadmap is only as effective as the data and systems it’s built upon. I’ve learned the importance of prioritizing foundational elements like data cleanup, integrations, and governance before tackling advanced initiatives like personalization or predictive analytics. Skipping this step can lead to inefficiencies or missed opportunities later on. A Customer Engagement Roadmap is a strategic tool that evolves alongside the business and its customers. So by aligning with business goals, building a solid foundation, focusing on impact, fostering collaboration, and remaining adaptable, you can create a roadmap that delivers measurable results and meaningful customer experiences.     This interview Q&A was hosted with Mirela Cialai, Director of CRM & MarTech at Equinox, for Chapter 7 of The Customer Engagement Book: Adapt or Die. Download the PDF or request a physical copy of the book here. The post Mirela Cialai Q&A: Customer Engagement Book Interview appeared first on MoEngage.
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