About Optimize
Optimize delivers the most relevant and profitable offers to your customers at the right time. Every time. Meet and exceed marketing engagement and conversion objectives while reducing customer contact fatigue. Solve for complex outbound campaign conflicts to optimize effectiveness across campaigns. By improving offer effectiveness, marketers have a much better chance of exceeding their engagement, conversion and customer loyalty objectives.
Optimal contact strategy
Determines the optimal contact strategy for each customer
Algorithms
Uses powerful, integrated algorithms
Customer insights
Balances business objectives and constraints with customer preferences and history
Increase ROI
Achieves maximum overall marketing ROI while satisfying the need of individual product lines and businesses
Benefits of Optimize
Centrally manages rules, constraints, and prioritization for the optimal contact strategy
Increase ROI
Maximized marketing profitability and ROI through improved response rates by sending the best offers to each customer
Optimum resource use
Optimized usage of limited budget, channel capacity, and inventory resources
Data privacy
Improved customer loyalty because of respecting customer privacy and preferences
Contact fatigue strategy
Reduction of opt-outs or ignored messages by managing a pro-active contact fatigue strategy
Use of right data
Elimination of conflicting offers or messages to achieve customer-centric marketing
Meet targets
Achievement of custom business goals or objectives
Features of Optimize

Best customer contact experience
Provide the best customer contact experience, basing engagements on the interaction history, offer details, channel preferences, time frame, business constraints and rules and marketing objectives.

Customise messages
Minimize customer contact fatigue by mathematically determining the best communication for each customer

Use insights to automate optimization
Identify customer preferences including preferred channel to receive communications, maximum number of contacts to receive each month, and primary product or service interests. Balance business objectives and constraints with customer preferences and history, and automate the manual process of optimizing customer communications.

Create rules-based goals and scoring
Define rules based on business considerations. For example, identify limits for how many offers a sales agent can handle or specify marketing goals based on optimal customer value or probability of response. Define business goals by utilizing scores from the customer and offer level, and rank offers by segment and offer combinations using a scoring matrix.

Define business constraints
Identify limits that can impact contact strategy such as size of marketing budget, number of available offers of various types, and number of telemarketing calls that can be made per period. Create campaigns and define the proposed contacts to include in each campaign.
Schedule Unica Demo
In this one-hour session, our product consultant will walk you through a workflow that will demonstrate how you can provide excellent customer service with Unica.
You will learn how you can
- Create customer journeys, segmentation and targeting with the right offer.
- Deliver tailored, relevant and compelling offers on every channel—inspiring customers.
- Manage projects, creative assets, resources, teams, and approvals within a collaborative environment.
