Empower Your Digital Marketing by Bridging CRM, 1st Party Data, and Cross-Channel Marketing Platforms

Empower Your Digital Marketing by Bridging CRM, 1st Party Data, and Cross-Channel Marketing Platforms

Picture a company with an Enterprise Data Warehouse or a CRM flooding with customer data. A massive database packed with their clients – thousands upon thousands of users. Each one of these users has records factoring in past transactions, services used, and product inquiries – just to name a few.

In this example, our large company is quite sophisticated. They can track analytics data. They can even align customer profiles and segments with browsing behavior and content consumption across all their online properties. This same company has been good at managing outbound marketing. They are even better at tracking the frequency of outreaches and responses using different software solutions.

Now, this company wants to make their data more actionable in real-time. They also want to become better at targeting specific customers and prospect audiences by leveraging real-time cross-channel marketing technologies.

So, this same company has made the decision to invest in a Data Management Platform (DMP). They believe it is now a necessity, as they want to track visits to their online properties while segmenting the data in an efficient way.

The best way for them to achieve their goal is to align customer login data with cookies and ID data. They can now identify a client, like Mr. Jon Smith, using multiple identifiers such as cookies, IDs, and IPs. With this method, the company can start building segments to capture both existing customer audiences and new visitors.

Now that the business is using a DMP to segment audiences, they can start delivering messages in real-time by using a Demand-Side Platform (DSP). This will automatically start creating campaigns in real-time as the audience segments pass through the DMP to the DSP. These campaigns are set up to target either individual customers, customer groups, or new visitors that are visiting any of the company’s online properties.

Let’s take a deeper look into this process by considering some additional examples:

CRM Retargeting: Retargeting individual customers or customer groups based on their product preferences, interests, and purchases

Think about what happens when a client purchases a product or service online. A very common practice that utilizes CRM retargeting is when a website advertises complimentary goods and services based on the user’s initial purchase.

Another great example of retargeting occurs when a customer is up a renewal. Most people tend to wait until the last minute to complete the action of renewing something. However, an automated campaign will remind the user about renewing a service or restocking an item (replace a printer cartridge). This will subsequently open the door for promotional material to be pushed out.

Active Web Analytics Retargeting

Active web retargeting occurs when a company programs their web analytics to talk directly to the DMP. This is done by monitoring customer groups to see if somebody is displaying a buy signal. Some of you may refer to this as “intent retargeting.”

In these cases, there are companies like iPerceptions or G2 Crowd that can help you identify users that are showing potential buy behaviors.

An alternative way is to track whether a customer is showing some new behavior on the website. Imagine a customer, Mr. John Smith, logs into an online banking portal. Typically, he only uses the account management and bill payment functionalities. One day, the bank notices that Mr. Smith has been investing his time reading about investment programs. The bank interprets this change of behavior as a potential buy signal. These are the exact situations where Intent, Web Analytics, and various CRMs could be aligned to surface these behaviors so that a decision whether to approach Mr. Smith directly or nurture him with cross-channel campaign tactics.

3rd Party Audience Data and Expanding the Reach:

In addition to retargeting customers across the internet by using DSPs, one can expand on this 101-digital marketing tactic by leveraging a look-alike model. This can happen when a DSP or DMP gets connected to a third-party data provider that enriches your audience segment and identifies similar individuals to be reached.

This is where a few thousand premium users segments can easily double. Essentially, all you’re doing is passing cookies and number ID data to a provider and then asking two main questions:

  • How many more people can you identify in my segment(s)?
  • How much more people on the internet display similar behaviors?

If both those questions are answered, all that remains is setting up a campaign and targeting a look-alike segment in your DSP or cross-channel marketing suite.

First party audience data, offline and CRM data, web analytics, and insights are some of the greatest assets a company can own. Data, if you don’t know by now, is the ultimate enabler when it comes to cross-channel campaigns. For the companies that can align the solutions mentioned in this article, this can become a streamlined way to reach customers across any channel and any screen.

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Nicole Plouffe

Executive Assistant

Nicole harnesses over 8 years of professional experience in executive and administrative roles to ensure the smooth operation of Munvo’s offices, projects, and processes. By working alongside Munvo’s President, she expertly supports the team and leads a number of Munvo community initiatives. Not only does Nicole dream up cool ideas; she puts them into practice by arranging the right people with the right resources.

Munvo University

The Munvo University is an online learning and certification environment designed to accelerate the training of Munvo consultants on Enterprise Marketing solutions. Munvo University is built on 4 main pillars: Marketing, Technology, Methodology, and Consulting.

Mentoring and Coaching

To help integrate newcomers, Munvo encourages a continual Mentoring and Coaching approach to help facilitate each learning experience. This methodology offers trainees with easy access to Munvo best-practices and additional resources from senior consultants.

Summit Meeting

Munvo Summits are 3-day meetings conducted in a resort a week before the holiday break. Summits are a unique opportunity to review the year’s accomplishments and to share plans and objectives for the upcoming year. Our different offices converge together to share stories, update each other on their latest projects, make connections and have fun.

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Ed Scrivani

Chief Operating Officer

As Chief Operating Officer, Ed oversees the teams responsible for managing professional services, sales, and software products. Ed comes to Munvo with 30 years of enterprise sales and service experience in Enterprise Marketing Management, Online/Mobile Customer Experience Management, Web Content Management, and eCommerce Solutions. Ed brings an extensive background in building teams, coaching and developing talent, and exceeding revenue targets in high growth companies.

Ed started his career in sales engineering and management, selling relational database technology for Informix Software. He then moved to one of the first eCommerce companies, Open Market, where he lead a national team of sales engineers and later ran their professional services practice. He transitioned into direct selling with companies such as Open Text and Oracle. He has spent the last eleven years managing North American sales organizations for companies such as Tealeaf (IBM), Neolane (Adobe), and Quantum Metric.

Ed hold a BS in Computer Science from Hartwick College and a MS in Computer Science from BGSU. 

Julie Bordeleau

Corporate Controller

As Corporate Controller, Julie oversees Munvo’s HR, financial, and accounting functions – from payroll, bank reconciliation, and government remittances, to budget analysis, asset management, and ad-hoc reporting.

With a Bachelor of Commerce in Accounting from Concordia University, she first established her career in accounting firms, and spent 6 years at Fuller Landau where she was the Manager and Director of their small business division. She then moved on to a family-owned real estate company as Controller for 7 years before bringing her expertise to the Munvo team.

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Munvo Lunch and Learns help consultants stay up-to-date on various topics by encouraging subject matter experts to share their knowledge with other team members every two weeks over lunch.

Christopher Stanford

Account Executive

As an account executive at Munvo, Christopher is responsible for the business development of Munvo software products, as well as the management of named accounts. In his previous role, Chris managed relationships with clients subscribed to Munvo products, such as CompanionSMS Connector/SMS Gateway, and campaignQA.

Chris holds a Bachelor of Science from the Franklin Pierce University in Business Administration and Management, which he pursued while dominating the baseball field.

Artour Kitbalian

Account Manager

Artour joined Munvo in 2013 as a Consultant delivering services for both the Adobe and IBM (now UnicaCampaign practices to clients across Canada and the US. He quickly earned himself a reputation for providing high-level services while maintaining a relaxed and friendly environment.

Leveraging his consulting experience as a Business Solutions Consultant, Solutions Architect, and Named Account Manager, Artour has been developing Munvo’s client profiles by working closely with them to bring tailored solutions to their needs. The dedication that he demonstrates in each engagement ensures that our clients’ aims remain a top priority.

Before joining Munvo, Artour worked as a Data Migration Consultant. He also holds a Bachelor’s degree in Mechanical Engineering with a minor in Management from McGill University.

Alex Uher

Global Marketing Head

As Global Marketing Head, Alex and his team focus on identifying our customers’ needs and solving them by clearly articulating Munvo’s proven solutions. Alex rejoined Munvo after a career of 20+ years in Marketing Automation, Data-driven Marketing, and Marketing Strategy. He has deep experience working across a variety of industries including FMCG (L’Oreal Paris USA), Retail (Coach, Tommy Bahama), Telco (T-Mobile), and Gaming (Caesar’s Casinos). Most recently Alex developed the Central & Eastern European Marketing Strategy practice for Wunderman Thompson in Prague, Czech Republic.

Alex holds double majors in Business Economics and International Business from the Kelley School of Business, Indiana University – Bloomington.

 

Dave Ariely

Marketing Transformation Services Lead

Since joining Munvo in 2013, Dave has continuously focused on helping organizations enable their strategic vision through the evaluation and onboarding of key value-based technologies and processes. With direct experience in implementing over 25 EMM projects across Canada, the US, South America, and Europe, he specializes in designing business-driven solutions for the Banking, Travel, Telecom, and Healthcare industries. Prior to joining Munvo, Dave has held positions at Rogers Communications, Arthroteq Preclinical, and Forniture Technice Europee – an Italian-based electronics distributor servicing the RF communication sector.

Dave holds a Bachelor’s degree in Computing from Queen’s University, as well as a Master’s in Management from Harvard University. A frequent traveller by nature, he speaks English, Italian, French, Spanish, and Hebrew, and can sometimes be found swimming laps, enjoying a live jazz show, or discovering a new pizzeria.

Anna Ivanova

SAS Practice Lead

Since joining Munvo in 2015, Anna has been a passionate advocate for Munvo’s SAS Practice and today she is responsible for evolving and growing the SAS professional services at Munvo. Anna has over 15 years of experience in both business and technology positions in the Credit Card, Banking, Insurance, E-commerce, and Aerospace industries. She has delivered SAS projects in marketing, analytics, data modeling, and CRM, and in credit risk strategies.

Anna holds a Bachelor’s degree in Computer Science from Concordia University and is currently pursuing a certificate in Data Science and Machine Learning at McGill University. She also holds a Master’s degree in Economics and Administration.

Ajay Bhaga

Technology Lead

As Munvo’s Technology Lead, Ajay facilitates complex deployments that require the integration of multiple technologies. Since joining Munvo in 2008, he has been involved in the delivery of over 35 Enterprise Marketing projects in Canada, the US, Europe, and Asia. He was the pioneer behind the development of Companion, Munvo’s performance and monitoring solution, and also contributed significantly to the enhancement of the company’s cloud-based lab infrastructure. Today, Ajay continues to lead various projects related to cloud integration, distributed architecture, and real-time transactional systems, both internally and with clients.

As a Computer Science undergraduate at the University of Toronto, Ajay was Co-Owner and Lead Developer at Beatcatalyst.com, and subsequently worked for IBM and Toyota.

Brad Penwarden

VP Munvo Products

Brad is the manager of Munvo’s Software Product Development team. Inspired by the software architecture training he underwent at Carnegie Mellon University, Brad is a passionate advocate for agile software methodologies and a quintessential Scrum Master. Since first joining the company in 2009, he’s played a crucial role in more than 30 Enterprise Marketing projects across Canada, the US, and Europe, often managing large development teams on behalf of Munvo clients. A gifted communicator, Brad connects Munvo’s developers and management to smoothly translate complex concepts into colloquial language.

Prior to joining the Munvo team, Brad also worked at Research In Motion (Blackberry) and earned dual Bachelor’s degrees in Computer Science and Business Administration from Wilfred Laurier University.

Andrew Didinchuk

VP Adobe Practice

With 25+ Adobe Campaign implementations serviced, Andrew has become a highly experienced leader in the field. His expertise lies in integrating Adobe solutions with external applications. Over his 5 years at Munvo, Andrew has played a crucial role in building our Adobe business and training the Adobe team from the beginning. In fact, he has been involved in more than 50 on-premise and cloud-hosted Adobe Campaign projects to date.

Prior to joining Munvo, Andrew completed two Bachelor’s degrees in Computer Science and Business Administration at Wilfred Laurier University.

Serge Bohdjalian

VP Unica and SAS Practice

Serge joined Munvo in 2011, bringing with him a wealth of technical and marketing experience. He now manages a Professional Services team specialized in marketing solutions and digital analytics.

For ten years, Serge worked at Matrox Graphics, first as Lead Technical Writer and then as Senior Marketing Manager. He was also the Chief Technologist and owner of Memidex, a word-reference aggregation website with nearly one million pages of content.

Serge holds a Master’s degree in Business Administration from the John Molson School of Business, a Graduate degree in Computer Science, and a Bachelor of Arts in Communications from Concordia University.

William Brooks

VP Salesforce Practice

As the Vice President of Salesforce Practice, Wil is responsible for developing and assisting new lines of business in addition to overseeing the recruitment and resource development functions at Munvo. Since joining Munvo in 2011, Wil has been engaged in more than 25 Enterprise Marketing projects for industries such as banking, travel, retail, insurance, loyalty, telecommunications, and healthcare. The depth and diversity of Wil’s experience now informs his work in client management and talent acquisition here at Munvo. In fact, he both consults and facilitates workshops in Marketing Resource Management and Campaign Execution & Optimization.

Prior to joining the Munvo team, Wil worked for Publicis, John Hancock, and TeraGo Networks. In 2007, he earned a Bachelor’s degree in Commerce from the University of Toronto.

Bill Dynes

VP Sales and Alliances

As the Vice President of Sales and Alliances, Bill is responsible for supporting Munvo’s rapid growth, while maintaining successful relationships with the company’s clients and technology partners. Since first joining Munvo in 2014, he has played a key role in establishing strategic agreements with various global corporations, in conjunction with the Professional Services and Product teams.

Bill launched his career as a Software Business Consultant back in 1990 when he worked for GEAC Computer Corporation. He went on to provide services for companies such as Epicor Software, Screenscape Networks, eBridge Software, ADFLOW Networks, Nexterna, and the UR-Channel Broadcasting Company. Bill holds a Bachelor of Commerce from McMaster University.

Johanne Roy

Chief Financial Officer

Johanne is the Chief Financial Officer responsible for Munvo’s Finance, Human Resources, and Procurement departments. Prior to joining Munvo, Johanne began her career as an auditor at Poissant Thibault Peat Marwick Thorn (now KPMG) and worked as a law clerk at McCarthy Tétrault. Johanne later took on the role of internal auditor for multiple multi-national organizations, including Cirque du Soleil Inc. and Quebécor World Inc., and also served as the Chief Financial Officer for two subsidiaries of Group Air Liquide in Asia, where she led the Finance, Procurement, and Information Technology departments.

Johanne holds a Bachelor’s degree in Business Administration (B.B.A.) from HEC Montreal, a Bachelor’s degree in Quebec Civil Law (LL.B.) from the University of Montreal (UdeM), in addition to the titles of CPA•CA, Lawyer (LL.B.), and Certified Internal Auditor.

Mathieu Sabourin

Founder

Mathieu founded Munvo, originally Client Spectrum, in 2005 after two decades of software and management experience. Deeply inspired by Jim Collins’ influential book, Good to Great (2001), Mathieu started Munvo with the determination, discipline, and entrepreneurial drive to build a world-leading company related to Enterprise Marketing Management solutions. He is now supporting the management team and is also involved with strategic initiatives for Munvo’s continued growth.

Prior to Munvo, Mathieu began his career at Andersen Consulting (now Accenture) and then moved on to an eight-year management tenure at Dun & Bradstreet software. He joined the consulting firm Proximi-T in 1994 as Vice President of Software Solutions. Proximi-T would later become Fjord, a division of Cossette Communication Group, Canada’s largest marketing communications agency.

Having previously worked as an Assistant Professor at CIREM-HEC Montreal, Mathieu remains an avid public speaker on topics such as CRM and Enterprise Marketing.

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Bootcamps are intensive on-site, multi-day training sessions focused on different Munvo-related topics such as marketing solutions, consulting best practices and emerging technologies. Bootcamps are a great way to jump-start your career and to get to know the Munvo team.

Agora

Five times a year, Munvo hosts a company-wide Agora meeting to update all team members on various topics such as project accomplishments, corporate initiatives, industry trends, and an introduction for newcomers. These sessions are a great way to bring team members all together and to strengthen everyone’s knowledge in our field.

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Nabil Taydi

President

As President, Nabil oversees Munvo’s executive team responsible for managing professional services, sales, software products, and financial operations. Since first joining Munvo in 2006, Nabil was instrumental in developing a wide range of marketing solution software practices. He was personally involved in deploying marketing solutions for more than 35 global corporations in Canada, the US, Europe, Asia, and South America. Nabil was also a driving creative force behind the development of campaignQA, Munvo’s solution for ensuring more efficient Quality Assurance processes and data validation.

Nabil holds a double Bachelor’s degree in Organization Management and Computer Science & Engineering, as well as Master’s degrees in e-Commerce and Business Intelligence.