Strategy and Planning | Perficient Digital

Strategy and Planning Solving Complex Problems in a Customer-first World

Roles of the B2B Buying Journey: Understanding the Merchandiser

Understanding the customer journey – and your internal team’s journey – is critical in B2B industries like manufacturing and distribution. The B2B merchandiser role can be filled from many different functional roles within an organization, including marketing, product marketing, or even product management. The more complex the products, the most likely this role will be […]

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Performance Planner Part 1 – Make the Most of Your Google Ads

Google Ads is launching a new tool called the Performance Planner. The goal of this tool is to identify the ideal budgets for your campaigns and drive additional conversions by giving you bid and budget recommendations, which highlight how you could maximize one out of three performance metrics: clicks, conversions or conversion value. In the […]

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Essentials for Your Digital Strategy: Emerging Business Models

Delivering seamless, consistent, and engaging experiences starts with a customer-centered digital strategy. This ongoing series explores the characteristics that make up a great digital strategy and how to deliver powerful brand moments that solidify customer loyalty and drive differentiation for your organization. Innovation is not just about technology As we work with clients, we find […]

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Roles of the B2B Buying Journey: The Financial Team Member

Understanding the customer journey – and your internal team’s journey – is critical in B2B industries like manufacturing and distribution. The financial team member is a crucial part of every B2B business. He steps in after the purchase has been made and shipped, and is interested in whether that order was received, the order was […]

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B2B Digital Transformation: Evaluate Your Market

When organizations begin a digital transformation and eCommerce journey, they often focus solely on technology. In reality, there are business decisions to be made and opportunities to explore before technology even comes into play. After setting your objectives, you must evaluate your market. Keeping up with the competition can be difficult in an over-saturated marketplace […]

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Roles of the B2B Buying Journey: Understanding the CSR

Understanding the customer journey – and your internal team’s journey – is critical in B2B industries like manufacturing and distribution. A Customer Service Rep (CSR) is a typical role at both manufacturing and distribution companies and is the center of a B2B buyer’s journey. They support the outside sales team and communicate with customers through […]

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Roles of the B2B Buying Journey: The Distribution Sales Rep

Understanding the customer journey – and your internal team’s journey – is critical in B2B industries like manufacturing and distribution. A direct employee of a distributor or wholesale organization, the distribution sales representative is responsible for selling the products her company sells. She is often responsible for a specific territory and the customers that reside […]

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B2B Digital Transformation: Setting Objectives

When organizations begin a digital transformation and eCommerce journey, they often focus solely on technology. In reality, there are business decisions to be made and opportunities to explore before technology even comes into play. The first step is to set your objectives. Start by identifying what you want to achieve. There are the standard business […]

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The Role of a CDO Should Not Be Technology Oversight

Whether the title is “Chief Digital Officer,” “VP of Digital,” or any other flavor of ‘digital’ at the executive leadership level, an organization should make sure the responsibilities of this role are not focused on technology, but on culture and change management. These roles should focus their efforts identifying and supporting the cultural changes needed […]

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Roles of the B2B Buying Journey: The Direct Sales Rep

Understanding the customer journey – and your internal team’s journey – is critical in B2B industries like manufacturing and distribution. A direct sales representative works for a manufacturer and represents only that organization. Her role is to meet with customers, support the distribution channel, and sell her organization’s products. It is very common for the […]

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