How to build an omnichannel marketing strategy

For any customer, the most desirable scenario is that they do business with an organisation that delivers the same look and feel, the same prices, and the same terms and conditions on all channels. Offline and online give the exact same brand experience, and customers can always view their data in real time on a laptop, desktop, mobile, tablet, in-store, and in your app.

Suppose all the channels on which your customers and prospects can find you are completely integrated, and all the data comes from one central database. In that case, you have an omnichannel marketing strategy. If you’re wondering whether developing such a strategy is useful, consider the findings from a study by Coresight Research and Salesforce.

Improve your Customer Lifetime Value (CLV)

Customers are front and centre once an omnichannel marketing strategy is established within your organisation. They recognise that you offer the same consistent presence everywhere. Whether they reach you through a Facebook post or approach you directly through your site, customers immediately understand that they are doing business with you. Chances are, this will help you retain customers for the long haul.

An omnichannel marketing strategy improves CLV, which is why 53% of European retailers implement one.

Reaching new customer segments

An omnichannel marketing strategy exists when multiple channels are integrated. This also means that you have to pay attention to various channels. You may reach new customer segments. For 48% of European retailers, this is an important reason to develop an omnichannel marketing strategy.

Improve operational effectiveness

With an omnichannel marketing strategy, you work from one central database. You’re past the point of storing data in different systems. Often, organisations work with a Customer Data Platform to secure all data in one place. Working from one system is much more effective than when different departments work with customer data from different systems.

Improve your inventory management

Managing data from one system is less error-prone and gives a better overview of all available data. For example, this is important for your marketing, sales, and inventory management. An omnichannel marketing strategy gives you more control over this. You immediately see from which channels your conversion takes place and what that means for your inventory.

Now we’ve set out why an omnichannel marketing strategy is important, how do you go about setting up such a strategy? What should you pay attention to, and how do you go about it?

Omnichannel marketing from the customer’s point of view

The term “omnichannel” is quite jargon-y. Yet, from a customer’s perspective, we clearly understand what omnichannel means. We don’t think the example of Christine and her first eight touchpoints with a retailer is crazy. It shows how we, as modern consumers, interact with companies.

However, an omnichannel marketing strategy is also increasingly expected in business relationships. A McKinsey survey found that 90% of B2B customers expect an omnichannel approach similar to what we, as modern consumers in B2C, are used to. In short, you have high customer expectations to live up to.

Your customer expects you to be present anywhere, anytime

It seems like an obvious statement: be present where your customers are. That doesn’t just apply to Christine (B2C) starting a chat at home on the couch, but it certainly applies in B2B as well. Take a look at the extensive contact capabilities of wholesaler Isero:

Your customer expects accurate and prompt service

Again, this seems obvious, yet this is where things sometimes go wrong. Make sure you respond promptly to customer questions or comments. How quickly “promptly” is depends on the channel. For example, it is acceptable if the response time of an email is a few business days, but for live chat, it
is important to respond as quickly as possible. Even better, communicate how long the expected response time is.

Every client expects that you clearly state how you will dispatch goods and when they will be delivered. We live in an era of 24-hour delivery, Click-and-Collect, and even same-day delivery.

Your customer expects a consistent experience

As consumers, we expect a lot. A consistent experience is more than using the same colours and logos everywhere. It also ensures that customer interactions don’t lead to different answers and solutions or end up elsewhere. Therefore, organisations often work with communities on their customer forums or public forums like Reddit. And you also need to set up chatbots so that frequently asked questions get the same answers every time.

Excel in customer contact

How do you ensure that you have a presence anywhere, anytime, that delivers accurate and responsive service and that customers have one consistent experience with your brand and organisation? How can you meet your customers’ expectations, and what is involved in implementing an
omnichannel marketing strategy?

Work from one central database

Suppose Christine finds out at home that the dress she ordered doesn’t fit after all. Fortunately, she has received reassurance through the chatbot that she can exchange the dress in the physical store at the Trafford Centre. She walks in, but the store staff has no idea how to deal with online purchases. First, they have to find out if this exchange option really exists. Christine has to explain that a chatbot has informed her, and then a receipt is missing. Not much of a true omnichannel experience now!

As you can see, it can be quite an involved process, depending on your chosen method. In Christine’s example, the chatbot should have directed her to the page where all the important return information is listed. This is how you should set up your own virtual assistant.

Store personnel should know what the website instructs customers to do. Furthermore, it would be handy for store personnel if the checkout system showed the online order information.

Does marketing know who brought back which products in the store?

It would be a bad look for the marketing department if they emailed Christine after five days saying, “How are you enjoying your new dress?” That message will no longer be needed once Christine returns the dress. If Christine receives such a marketing email two days after returning the dress, you’ve hit the moment when the desired omnichannel experience is no longer realised. As a final indignity, Christine makes an Instagram story that ridicules the whole experience.

Data must be available in one central location for an actual omnichannel experience. Otherwise, it gets tricky. For that reason, organisations like to work with a Customer Data Platform.

Make yourself approachable

Customers do not all have the same preferred channel. Christine’s enjoyment of starting a chat through the website may be the most natural thing for her, but that is not true for everyone.

Furthermore, contact can also be very place and time-specific. The earlier example of wholesaler Isero displays this well. Their contact options are as follows: through an FAQ, through a local branch, by phone, by emailing the head office, through live chat, WhatsApp, mail, a contact form, and through a dedicated help desk.

The channels you use depend on your customers and prospects. A B2B customer may prefer to call the local branch directly, while a B2C customer wants to read your latest brochure via WhatsApp. Citizens also like it when their local government can be reached easily and through different channels.

Provide clear communication for orders

In any omnichannel marketing strategy, you must deliver the entire cycle from order confirmation, invoice information, to the-deliverer-is-on-the-road email on time and in the right corporate style. The most obvious example is Amazon.

If you want to make sure that all your transactional emails are properly and on brand, Spotler leverages specialised software designed for that purpose.

Monitor what is being said about you

As an organisation, it is crucial to monitor the world around you. What is being said or shared about you, what is happening with competitors, and what is happening in the wider market? This way, you know what is happening with your target group and keep a grip on your reputation.

Within your organisation, you must know precisely who is responsible for what when it comes to following up customer messages, especially if these come in via Facebook, Instagram, WhatsApp, or any other communication tool you use. It is convenient if you can collaborate with multiple colleagues within your marketing software on incoming calls and comments, so that you can automatically send messages to the right teams or colleagues and continue tracking your message flows.

For an omnichannel marketing strategy, using a professional platform for conversational messaging is essential. Properly monitoring what is being said about you can create a positive brand experience, both for positive and negative comments.

Deploy generative AI

Generative AI can be used today to optimise your chatbot, social posts, and mailings. Your marketing software should obviously enable it, but AI has a significant role to play in an omnichannel marketing strategy.

This allows your chatbot to provide answers based on information on your site. Through the AI module, you can designate the correct URLs very easily. As a result, the chatbot always generates the correct answers. You save a lot of time because you no longer have to change your chatbot’s dialogues when information changes. You synchronise the chatbot with the push of a button. This allows you to automate much of your chatbot’s responses. Your chatbot always stays up-to-date, and your customers always receive the most current and correct information. This is key for an omnichannel marketing strategy.

Generative AI is also beneficial for content creation. Make sure your software is capable of helping you create social posts. Make sure you can tailor them to be channel-specific, so that the AI module generates text suggestions and knows how to adhere to your tone of voice. Using AI to create on-brand and on-tone email content blocks saves you time. Again, it is important that you can enter URLs, specify the appropriate text length, and select the desired tone of voice.

Things like text length and tone of voice determine your brand experience. AI helps you keep a consistent line in this, which fits well with an omnichannel marketing strategy.

Send out relevant emails

In Christine’s example, her purchase process automatically sent out an email with cross- and upsell opportunities five days after her purchase. You’ve already read that you should use a Customer Data Platform to avoid missing customer interactions and triggering an automated campaign based on outdated information. But if you get it right, then the right email at the right time for an omnichannel marketing strategy is crucial.