How “Omni” is your Omnichannel?

One of Bredemarket’s clients is a consulting firm that advises other companies on the use of a particular enterprise content management system. Among other things, this consulting firm can help its client companies configure the outbound information the companies’ systems provide.

Which leads us to our word for today, omnichannel.

In marketing, “omnichannel” refers to “the process of driving customer engagement across all channels with seamless, targeted messaging.”

Across ALL marketing channels. That’s what omnichannel talks about.

Here’s what Erin O’Connor says:

Omnichannel marketing lets marketers create seamless, integrated customer experiences spanning both online and offline channels to connect with customers as they move through the buying cycle. Omnichannel marketing focuses on the life cycle of the customer. For example, when a customer is in the acquisition phase, the marketer will send a different type of message compared to a loyal customer

Omnichannel marketing is …a holistic approach in the sense that it’s looking at all of the potential touchpoints customers can use to communicate with brands, both online and offline.

From https://business.adobe.com/glossary/omnichannel-marketing.html

An omnichannel marketing strategy may encompass a number of marketing tools, including email, white paper downloads, videos, mobile SMS responses, automated call centers, and anything else that marketers use to communicate with clients.

One of the key benefits of an omnichannel marketing strategy is, or should be, consistency. If your emails say that your product is supported on Windows 11, your data sheets had better not say that your product is only supported up to Windows 10. This is a definite problem; see my checklist item 2 in this post.

(Incidentally, I recently ran across a company that is still talking about NIST FRVT results from several years ago. Since the NIST FRVT tests are ongoing, any reference to old results is outdated because of all the new algorithms that have been submitted and that have better performance.)

So factual consistency is important. Omnichannel marketing also allows for visual consistency (well, not in the automated call center) in which all of the company’s content looks like it came from the same company.

Obviously there are a number of benefits from omnichannel marketing, including easier management and consistency of marketing messages. But all of this raises a question:

Is omnichannel marketing truly OMNIchannel? Or does omnichannel marketing leave some things out?

Before you point me to the definition of “omni” and say that omnichannel marketing by definition can’t exclude anything, read on.

When product marketers don’t market

If you’re a marketer, I hope you’re sitting down.

The world does not revolve around marketing.

(My college roommates who were physics majors made sure to remind me of this.)

Thus, anything that isn’t marketing is automatically excluded from omnichannel marketing. And there are a number of things that companies do that aren’t marketing per se.

I recently held a discussion with a product marketer which got me thinking. We were talking about the things product marketers do, which include content creation (case studies/testimonials, white papers, social media content, and the like) and other product-related tasks such as competitive analysis of other products.

But then the product marketer mentioned something else.

What about having the product marketer author product technical documentation, such as user guides?

(By the way, I’ve written technical documentation in the past; see the “Benefiting from my experience and expertise” section of the Bredemarket “Who I Am” page.)

Now technical documentation is (usually) not the place for overt marketing messaging, but at the same time technical documentation authorship benefits the product marketer and the company by immersing the product marketer into the details of the product, thus increasing the marketer’s product understanding.

I’ll grant you need a different writing style when writing technical documentation; after all, there are no earthshaking benefits from clicking on the “Save As” button.

By Later version were uploaded by Bruce89 at en.Wikipedia. – Transfered from en.Wikipedia; en:File:Dialog1.pngtransfered to Commons by User:IngerAlHaosului using CommonsHelper., GPL, https://commons.wikimedia.org/w/index.php?curid=8988455

But you need different writing styles for the different types of marketing output anyway. The mechanics of writing a tweet differ from the mechanics of filming a video. So a marketer who isn’t experienced in technical documentation can adjust to the new style.

However, finding marketers slash technical documentation writers in the wild is unusual. Every company that I’ve worked with since 1991 has built some type of wall between the marketing function and the technical documentation function. But oddly enough, one of my former employers (MorphoTrak) moved managers around between the different functions. One manager in particular headed up the technical documentation group, then headed up the proposals group (where I worked for her), then headed up a multi-functional marketing team (where I worked for her again), then specialized in product marketing.

And now the product marketer (not the one from MorphoTrak, but the one I had been talking to) got the hamster in my brain to start generating ideas.

If omnichannel marketing is limited, and your omnichannel efforts should include activities outside of marketing such as technical documentation, what else should be included in your omnichannel efforts?

Including proposal writing in omnichannel efforts

OK, the subtitle gave it away. (But I refused to write the subtitle “This marketer wrote a user guide. You won’t believe what he did next!”)

If anything, proposal writing is closer to marketing than technical documentation is to marketing. While proposal writing is often considered a sales function (though some would disagree), there are obvious overlaps between the benefits that you espouse in a proposal and the benefits that you espouse in a case study.

Including standard proposal text/template creation as part of your omnichannel efforts also helps to ensure consistency in your product messaging. Again, if your data sheet says one thing, and your user guide says the same thing, then your proposal had better say the same thing also. (Unless you’re proposing something that won’t be implemented for another one or two years, in which case the proposal will discuss things that won’t appear in the present data sheets and user guides, but in future versions.)

Now those of you who are familiar with what Bredemarket does can appreciate why I love this idea.

By Loudon dodd – Own work, CC BY-SA 3.0, https://commons.wikimedia.org/w/index.php?curid=7404342

I’ve positioned Bredemarket as a two-headed (but not two-faced) marketing and writing service provider: for example, with separate descriptions of my status as a biometric content marketing expert and a biometric proposal writing expert. And that pretty much mirrors how I work. With one exception, most of my clients only use me for either my proposal services or my content marketing services.

What if companies entrusted Bredemarket with their total solution, both inside and outside of traditional marketing?

Of course there are complications in implementing this.

But when can you implement true omnichannel efforts?

Now most companies are ill-fitted to have one person, or even one department, handle all the omnichannel marketing (case studies, white papers, data sheets, tweets, LinkedIn posts, competitive intelligence, etc.) AND all the omnichannel non-marketing (technical documentation, proposals, and all the other stuff that my hamster brain didn’t realize yet).

So how do you get multiple departments to communicate the same messaging? It’s a difficult task, especially since most department members are so focused on their own work that they don’t have the bandwidth to worry about what another department is doing. (“I don’t care about the data sheet error. I just write the manuals.”)

There are several ways to achieve this: central ownership of the messaging for all departments, outside quality audits, and peer-to-peer interdepartmental review come to mind.

But you’re not going to solve the problem of inconsistent messaging between your departments unless you realize that the problem exists…and that “omnichannel marketing” won’t solve it.

My minority opinion on the APMP-AWBP brouhaha

About a month ago, the Association of Proposal Management Professionals posted this video on its YouTube channel.

It did not go over well.

Before discussing what the video said and why it’s controversial, I’ll explain my perspective on proposals, which helps to explain why I am happier about the move than some other people.

My five year itch, times two

Back in the summer of 1994 I had left my previous job and was consulting when I learned about an opportunity to write proposals for a company called Printrak. I had never written a proposal before, and the one Request for Proposal (RFP) that I had written basically consisted of a long checklist for which prospective vendors indicated what they could and couldn’t do. (Some vendors checked every box without reading them. None of them won the bid.)

I didn’t get that consulting opportunity, but Printrak had a second opportunity later in the year and I got that one. (Yes, proposal manager Laurel Jew was so outstanding that it took two people to replace her when she went on maternity leave.)

As it turned out, both myself and the other consultant ended up becoming employees at Printrak, and (if I may say so myself) valuable members of Printrak’s Proposals Department. The company was winning bids, and after a few years I joined the Association for Proposal Management Professionals, eventually going to the San Diego conference.

But after five years, I got an itch. (Five years, not seven years.)

By Published by Corpus Christi Caller-Times-photo from Associated Press – Corpus Christi Caller-Times page 20 via en:Newspapers.com, Public Domain, https://commons.wikimedia.org/w/index.php?curid=37860629

I began to feel that there were limitations in proposals. The process that LEADS to a proposal is a long process; those familiar with the 96-step Shipley Business Development Process know that the Request for Proposal isn’t even released until around step 64. Yet in most cases, the proposals team didn’t even get involved until step 64, when the salesperson announced, “Hey, here’s an RFP. Win it.”

I wanted to move to the left of the timeline.

So I became a product manager.

I was a product manager for about a decade, but due to a corporate reorganization, I landed back in Proposals again. I enjoyed the work, and got to manage proposals for some new products, including my company’s first cloud solutions. My APMP membership had long since lapsed, but I rejoined the organization, ending up at the Chicago conference. I also participated in local chapter events, first via ESRI headquarters in Redlands, and later at my own company’s headquarters in Anaheim.

But after five years…I got the itch again.

This time I ended up in strategic marketing, and also performed significant work in product marketing, event marketing, and later competitive analysis and corporate strategy.

After leaving IDEMIA, I’ve found myself doing a variety of things, some of which involves proposal work. In some cases I’ve been confined to responding to RFPs or writing sole source letters, but at other times I’ve been able to perform more strategic duties that affect in the long term how companies…um, win business.

So from my perspective, the name change of the Association of Proposal Management Professionals to the Association of Winning Business Professionals appealed to me. There are a variety of ways to win business, and proposals is just one of them. From my perspective, it even tied in to past APMP efforts, including the 2013 creation of the Center for Business Development Excellence.

So I was delighted with the news.

But others weren’t.

The majority opinion on the APMP-ABWP brouhaha (but is it truly the majority?)

In this section of my post, I will be quoting liberally from a petition entitled “Call to stop rebranding and to commission an external audit.”

Note that this isn’t just a call to stop the rebranding. It’s one thing to object to an organization’s decision. It’s another thing when there’s a demand for “an external audit.” Money talks.

This is the expressed opinion of a number of APMP members. As you’ll see below, it’s not necessarily the opinion of ALL of the APMP members. Nevertheless, the petition writers are not happy.

To set the stage, the video at the beginning of my blog post appeared with great fanfare on June 21….and appears to be a surprise to the petition writers and the APMP members in general.

The APMP Board of Directors (BoD) led by the CEO (‘the Leadership Team’) has attempted to change APMP’s long-established name, brand, and positioning – the name change undermines the very purpose of the organization and the voluntary work that many of us have done over more than 20 years to promote the profession of proposal management….They announced this fundamental ‘rebrand’ through a faceless, poorly crafted 2-minute-video on social media. When members began airing their concerns on the very same platforms, the Leadership Team largely refused to openly address these concerns.

For what it’s worth, that original 2-minute video currently has 6 likes and 23 dislikes. Not a huge sample, but clearly those 29 people who chose to express an opinion expressed a negative one.

Incidentally, as of today, the most recently posted minutes for the Board of Directors dates from March 2021. The rebrand was NOT mentioned in those minutes.

By June 24 (three days after the original 2-minute video announcement) another video was posted to the APMP account, announcing a “pause” in the rebranding and the establishment of a “brand transition council.”

That video currently has 36 likes and 4 dislikes. Of course, it’s impossible to tell whether people liked it because of the promise of more deliberation, or that the people liked it because they hoped that the APMP would stay the APMP.

But wait, there’s a more!

A new video was posted on June 28, with twice the number of speakers (Rick Harris joined Krystn Macomber). Macomber repeated her comments from June 24, and Harris emphasized this, while using the words “moving forward” to describe where the APMP (or whatever it will be called) is going.

That video currently has 16 likes and 2 dislikes. The one thing that you can conclude from this is that there is now YouTube fatigue from all of these videos being posted.

But the positive reactions (albeit in limited numbers) to the most recent videos didn’t stop the petitioners from developing their petition.

Even after the members voted “no” to the proposed name change, the Leadership Team wants the Brand Transition Council to come up with suggestions on next steps to find a ‘compromise middle ground solution’. The survey results and the reaction of a large number of members on social media channels should be enough to illustrate to the leadership that this proposed change is ill-considered and ill-judged to say the least.

The petition goes on to request “an immediate and complete stop of the entire rebranding initiative for at least 1 year,” and also requests that the Brand Transition Council appoint an independent auditor. (It’s not exactly clear how the Brand Transition Council can do anything if all rebranding activities are being stopped, but that’s a semantic quibble. And why should proposal/winning business professionals care about semantics?)

As of now, the petition has 185 signatures.

As of 2019. the APMP had 9,487 members. Even if all the YouTube likes, LinkedIn votes. and petition signatures are all added up, the vast majority of the thousands of APMP members has not expressed ANY opinion on the issue.

It’s a safe bet that a large number of the members aren’t aware of either the proposed name change or the controversy surrounding it, since they’re busy…writing proposals and winning business (in one order, or in the opposite order).

But as more and more members hear about the controversy, I expect that there will be renewed interest in this October’s Bid & Proposal Con in Denver.

By Billy Hathorn – Own work, CC BY-SA 3.0, https://commons.wikimedia.org/w/index.php?curid=11357434

This year’s conference will be…interesting.

My prediction of the death of tangible collateral was premature

I love it when I am SPECTACULARLY wrong.

Just a few days ago I wrote a post dedicated to marketing intangible products, in which I said things like this:

…when I started attending trade shows in the mid 1980s, I would go by booths and pick up company case studies and white papers and stuff them into a bag. (Booths and sponsors that provided such bags were VERY important.) Today, some vendors don’t even have printed case studies and white papers in their booths any more; the attendees simply request electronic copies.

and:

In the old days of product marketing collateral, you could get into big discussions about the quality, weight, and finish of the paper that you used to print your collateral. Today, those discussions are for the most part irrelevant, since the recipients print the collateral on their own printers, if they print the collateral at all.

My prior post definitively stated that all of that printed collateral stuff was a relic of the past.

Then I went to an event on Friday.

The event was here in the city of Ontario, although it was way on the other side of the city and it took me 25 minutes to drive there. It was called “Tech on Tap,” and was held at the New Haven Marketplace, a shopping center next to a new residential development in the former agricultural reserve.

The event started with a half hour of speeches, followed by the ribbon cutting for a new microbrewery. Rather than listening to all the speeches, I spent my time visiting all the “Tech on Tap” booths.

When I went home, I realized that I had accumulated a BIT of tangible collateral.

OK, a LOT of tangible collateral.

So much for Mr. “Everything is Intangible.”

So WHY was I spectacularly wrong? I think there were two reasons:

  • I am normally used to attending events in the B2G/B2B space. The city’s event was clearly a B2C event, and individual consumers have different expectations than business/government attendees. (Even for B2G/B2B events, how many attendees end up snatching booth swag for their kids?)
  • While a number of the booths at “Tech on Tap” were staffed by tech companies (robots, ISPs, and the like), about half of the booths were staff by departments of the city of Ontario. Sometimes cities do not rush into tech as quickly as businesses do, and sometimes the citizens of a government do not EXPECT cities to rush into tech.

If you look closely at my loot, you will see that most of it is from city agencies. And there were a lot of agencies represented, including city utilities, police, fire, and recreation.

Oh, and if you look closely at my loot, you will see that I ended up with TWO bags, BOTH from the same agency, the Ontario Municipal Utilities Company. This agency had two separate booths on opposite ends up the area, one staffed by the recycling/trash folks, the other by the water folks. After I had already obtained the green bag from the recycling/trash booth, the person at the water booth insisted on giving me the blue bag (which folds up; nice). And when I started to put the blue bag inside my already-filled green bag, he convinced me that I should do the opposite.

I’m still amused that I, the proclaimer that there will be no “death of passwords,” was myself equally insistent about the “death of tangible collateral.” Neither is going to happen.

On marketing intangible products

These days, more and more of us are marketing products that are intangible. But most of the essentials of marketing intangible products don’t differ much from marketing tangible ones.

Many, many years ago, the phrase “intangible product” seemed like a lot of nonsense. How could something be a product if you couldn’t touch it? Could you grab a product out of thin air?

By Hoodedwarbler12 (talk) – I (Hoodedwarbler12 (talk)) created this work entirely by myself., Public Domain, https://en.wikipedia.org/w/index.php?curid=26933846

Obviously that is no longer the case.

I’m not even going to, um, touch the NFT world, but clearly things that we used to think of as tangible products are now moving to the intangible realm. I’ll give you two examples from my experience:

  • When I started selling automated fingerprint identification systems (AFIS) in the 1990s, a law enforcement agency’s AFIS consisted of a set of computer servers in the agency’s computer room, coupled with a set of some fairly expensive workstations in the agency’s work areas. But even then, there were several states that had minimal computer servers at the state agencies, with most of the servers located in the state of California. The Western Identification Network model was duplicated in later years by other agencies who would host their biometric server “products” at faraway Amazon or Microsoft locations.
  • Similarly, when I started attending trade shows in the mid 1980s, I would go by booths and pick up company case studies and white papers and stuff them into a bag. (Booths and sponsors that provided such bags were VERY important.) Today, some vendors don’t even have printed case studies and white papers in their booths any more; the attendees simply request electronic copies.
By Silverije – Own work, CC BY-SA 4.0, https://commons.wikimedia.org/w/index.php?curid=63431852

Yet for the most part the marketing of these intangible products isn’t much different from the way that the old tangible versions were marketed. The differences are minor:

  • When Printrak sold AFIS servers, care was taken to place a Printrak logo prominently on the server, where it would compete with the Digital Equipment Corporation logo from the server manufacturer. The logo even appeared as a component on an extended Bill of Materials. Now, purchasers of cloud solutions from the biometric companies don’t need to worry about placing logos on physical servers.
  • In the old days of product marketing collateral, you could get into big discussions about the quality, weight, and finish of the paper that you used to print your collateral. Today, those discussions are for the most part irrelevant, since the recipients print the collateral on their own printers, if they print the collateral at all.

The important thing in each case is the content. Fewer and fewer law enforcement agencies care WHERE their biometric data is stored, as long as it meets certain security, accuracy, and response time requirements. Similarly, people who collect marketing collateral are much more concerned with WHAT the collateral says than the weight of the paper used to print it.

By Rick Dikeman at the English Wikipedia, CC BY-SA 3.0, https://commons.wikimedia.org/w/index.php?curid=164188

I have been accused of preferring substance over style, and I plead guilty. While style is clearly important, the substance of the product must excel or the style is wasted.

Sometimes this requires the product creator to take a step back from the nitty gritty of collateral creation, and decide what the collateral is supposed to do, and why the customer should care. Rather than saying “give me a case study that tells how the widget is exactly 70 mm high,” my clients are now asking to “give me a case study that tells our customers why our product will let them sleep securely at night.”

If you would like to explore these topics for your next piece of collateral, whether it be a case study, white paper, proposal, or some other marketing written work, Bredemarket can help you explore. Bredemarket uses a collaborative process with its clients to ensure that the final written product communicates the client’s desired message. Often the client provides specific feedback at certain stages of the process to ensure that the messaging is on track. I combine the client’s desires with my communications expertise to create a final written product that pleases both of us.

Contact me and we can discuss how to work together to realize your goals.