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March 31, 2015 08:15 AM Eastern Daylight Time | DURHAM, N.C.

Venture-Backed Retention Software Company Windsor Circle Launches Advanced Segment Builder Feature at SEVC & Digital Summit

Firm’s CEO will give fundraising pitch and participate in panel discussion; VP of Marketing to showcase Advanced Segment Builder feature during session on customer retention.

Windsor Circle, an industry leader in customers retention marketing automation, will highlight their Advanced Segment Builder at this year’s Southeast Venture Conference and Digital Summit, running March 31 to April 2 in Charlotte, NC. Windsor Circle CEO Matt Williamson and Vice President of Marketing Andrew Pearson will showcase the feature fundraising pitches and a session titled “Why Retention Marketing is a Game Changer.”

The Advanced Segment Builder enables retailers to build sophisticated customer segments leveraging a wide range of data sets and parameters. The feature simplifies the creation of customer segments, using profile data, purchase history, product attributes, coupon use, scoring models, and more. Using Windsor Circle’s intuitive interface, retailers can then export the segment into their email marketing software for more targeted campaigns.

"Segmenting a customer database is the first, crucial step for data-driven email marketing. In the past, retailers had to navigate complex rules and data extractions to perform segmentation—now this can be accomplished in minutes," said Windsor Circle CTO Chris Humphres.

Windsor Circle CEO Matt Williamson will highlight the value of this newest feature while making fundraising pitches at the event. Williamson also pitched at last year’s Atlanta SEVC, just after Windsor Circle’s victory at Google Demo Day secured a $100K investment from AOL Founder Steve Case. The victory kicked off a Series B round that concluded with $6.25 million in total funding, from investors including Comcast Ventures, Origin Ventures, and top-ranked Ideas Fund Partners.

“We can’t wait to show off our Advanced Segment Builder,” said Williamson. “We’ve taken what used to be hard, or impossible, and made it easy, with no extra cost.” At the event, Williamson will also speak on a panel to share his experience on building a culture of success.

Further highlighting the latest feature, VP of Marketing Andrew Pearson will showcase Windsor Circle’s Advanced Segment Builder at the partner event, Digital Summit Charlotte. In his talk on “Retention Marketing as a Game-Changer,” Pearson will share best practices and insights for retaining customers while maximizing returns.

“Effective retention marketing is vital for success today,” Pearson said. “Increasingly, investors evaluate retention strategy and forecasted customer lifetime value when making funding decisions. Our software is helping change the game for ecommerce marketers and start-ups.”

The SEVC event highlights promising, southeast technology companies and offers them valuable exposure to top investors. Over 50 tech companies and industry experts will give presentations at the conference. The partner event, Digital Summit Charlotte, provides leading companies with access to marketing strategies to support their high-growth goals.

Learn more about this year’s 9th Annual Southeast Venture Conference 2015
Learn more about this year’s Digital Summit Charlotte
Learn more about Windsor Circle’s automated customer retention marketing software and eCommerce data solutions.

Contacts: Windsor Circle | Rosa Fattahi | 877-848-4113 | email


March 16, 2015 08:10 AM Eastern Daylight Time | DURHAM, N.C.


Windsor Circle Head of Marketing Talks Retention at Triangle AMA's Annual CMO Panel

Windsor Circle, an award-winning provider of retention automation marketing software and services, will share its industry expertise at the Triangle AMA’s Annual CMO Panel on March 19 at the Brier Creek Country Club in Raleigh. Vice President of Marketing Andrew Pearson will join other leading marketing executives to address some of the main issues faced by today’s marketing professionals and discuss new strategies to navigate the changing landscape.

“We’ve seen the power of using predictive data analysis and marketing automation to drive effective campaigns that help retailers keep their customers. We’re excited to share what we’ve learned with our peers.”

The Annual CMO Panel is the Triangle AMA’s more popular luncheon event, and gives area companies the chance to learn marketing strategies to help them succeed in a constantly evolving modern industry. During this year’s panel discussion, C-suite executives from leading companies will share insights on the future of marketing. In addition to giving advice on ways to remain competitive despite limited budgets and resources, the panelists will also discuss strategies they use to connect with modern audiences and measure ROI from marketing efforts.

“It’s an honor for our very own head of marketing to be invited to this year’s CMO Panel,” said Matt Williamson, Windsor Circle CEO. “We’ve seen the power of using predictive data analysis and marketing automation to drive effective campaigns that help retailers keep their customers. We’re excited to share what we’ve learned with our peers.”

Specifically, panelists will address topics such as ways to leverage digital technologies and platforms for more prosperous marketing campaigns, and the value of working to understand customers’ individual lifecycle journeys. Other subjects on the agenda include measuring marketing campaign ROI across various channels, the rise of mobile marketing, budget allocations for customer retention versus acquisition, and the value of using a more personalized, “human” approach to marketing.

Windsor Circle’s VP of Marketing Andrew Pearson has over 15 years of digital marketing & technology leadership experience. Pearson’s marketing efforts have helped Windsor Circle attract over 250 global retail and eCommerce clients, who currently leverage Windsor Circle’s Retention Automation Platform to boost engagement, increase ROI, and retain more customers.

He is eager to share his insights learned from building a range of scalable and effective marketing channels for the company, including robust demand generation, effective marketing automation, powerful case studies, and trade show success in trademark green pants.

“The results our clients have achieved with targeted, personalized marketing campaigns have been exciting,” Pearson said. “Customers really engage with – and buy more from – companies who treat them as unique individuals. Predictive retention marketing software enables retailers to segment and target customers at scale.”

Two other marketing executives will join Pearson in the panel discussion, ChannelAdvisor’s CMO Suzanne Miglucci and UNC’s Kenan-Flagler Business School CMO Michael Schinelli. Miglucci uses her product branding and public relations expertise to steer ChannelAdvisor’s global growth strategies. Schinelli brings more than 15 years of strategic branding, digital marketing, creative development, and public relations experience to the panel.

The moderator of the panel is Steve Olenski, a contributing writer to Forbes and Senior Content Strategist at Oracle. His expertise lies in advertising, marketing, media, and branding, and he has previously moderated panel discussions for The CMO Club. A member of the Editorial Board of the Journal of Digital & Social Media Marketing, Olenski has also been named in the Top 100 Influencers in Social Media and Top 50 Social Media Bloggers.

Learn more about this year’s Triangle AMA Annual CMO Panel.

About Windsor Circle: Windsor Circle's Retention Automation Platform helps online retailers keep and monetize their existing customers through data-driven, personalized, and automated lifecycle marketing programs. Windsor Circle’s software connects eCommerce platforms, email marketing software, and other data sources; analyzes customer purchase history and behavior; and automates customer loyalty, cart recovery, product replenishment, and other retention marketing campaigns.

Contacts: Windsor Circle | Rosa Fattahi | 877-848-4113 | email


Current Media Coverage March 2015

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