Relationship Investment Model

The Relationship Investment Model is a management tool designed to quantify the strength of brand relationships with customers and improve the quality and quantity of customer acquisition and retention efforts by answering the following questions:

  • Who is likely to defect from your brand?
  • Which of your competitor’s customers should you target? Which should you avoid?
  • How is the strength of your customer relationships ( defined as the extent to which customers are ‘invested’ and compelled to continue buying), linked to company ( or product line) profitability?
  • What marketing or operational levers under management’s control impact how customer’s become invested in the brand relationship?
  • If you spend money to make marketing or operational changes, what will be the financial return on that investment?

TRG iSKY is known as a pioneer in the customer relationship management arena and we continue to develop innovative approaches to manage customer relationships. The most significant recent innovation is based on the concept of customer investment; An invested customer has an enduring desire to maintain a relationship that results in predictable, reliable patterns of future customer buying behavior i.e. the very behaviors that all businesses desire to influence. When we measure customer investment we capture the motive or intent behind repeat buying behavior and, this goes well beyond customer satisfaction, which has proven to be a weak indicator of future buying behavior.

The iSKY Relationship Investment Model was developed in conjunction with leading business school academics who are widely published in the area of relationships management and the model has been rigorously tested and validated. It captures customer connections to brands at the functional, (e.g. transactional satisfaction) and personal level (e.g. trust, belief, intent) and links the two constructs together to explain loyal behavior more fully than satisfaction alone and more fully than other measurement systems typically do. Our data shows that invested customers spend more per transaction, contact the brand more often and give a greater share of wallet to the brand than merely satisfied customers or those who claim a strong emotional affinity with the brand.

An invested customer will exhibit loyal behaviors because they are motivated to do so. Managing the extent to which customers are invested in maintaining their relationship with the brand through the specific levers under management’s control (e.g. product, process, people, promotion) is a powerful and reliable way to increase retention, improve acquisition efforts by targeting un-invested competitor customers and ultimately, increase profitability.

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Resources

  • Nationally Representative Relationship Investment Scores for Grocery, Cable and Retail

    There is near unanimous support among marketers, operational executives and brand professionals that “Relationship” is the new coin of the realm. The notion of delivering high quality products or services to produce satisfied customers and yield repeat business is as outdated as it is intuitively appealing – a dangerous combination. The reality is that if functional exchange theory – rationale actors making cost/benefit based decisions – is no longer (if it ever was) a valid theory to explain, measure and therefore, manage customer behavior. The problem however, to quote Susan Fournier of Harvard Business School, is “In a sense, the field has lept ahead to application of relationship ideas and the assumption of benefits without proper development of the core constructs involved.” The Relationship Investment Model (RIM) fills this void by identifying the core constructs of a healthy customer relationship, the items to measure them and how the constructs work together to explain customer behavior. We introduce the model and how it can be applied to customer acquisition, retention and brand equity valuations as part of our first annual Relationship Investment Model (RIM) Report. The data in the full report (due soon) comes from 3 nationally representative online studies of consumers in clothing retail, grocery and cable/satellite. From this data we’ve assembled the first nationwide set of Relationship Investment Scores (RIS) for over 30 different companies and 3 industry averages to compare and benchmark. In subsequent administrations we will focus on other verticals while repeating these to build a more complete and longitudinal database. But for now, and as a precursor to the full report, here are the scores. A few noteworthy mentions - these scores are not equated with market share, which is heavily determined by factors outside the realm of brand, marketing and CRM where these scores and the model would be applied. Also note the almost paradoxical situation that can arise in "low or no choice" industries such as internet and cable - high scores. There are a number of factors here, not least of which cable/internet being far from non-discretionary needs to products/services meeting discretionary and emotionally laden wants. The value derived from the content and inter-connectivity of the web and TV is partially attributed to the provider. The bottom line however is that no industry or company is devoid of strong customer relationships and understanding how to measure their strength is the starting point for successfully managing and growing them.