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Personalizing Mobile Interactions
to Create Lasting Customer Loyalty
Kane Russell
Vice President of Marketing
Waterfall
Don Keane
Vice President of Marketing
Angel
Housekeeping Items
端錫The recording of today s webinar will be emailed to you
within 24 hours
端錫Use the Questions panel in the lower right hand corner of
your GoToWebinar console at any time to ask a question
for one of our speakers
端錫We ll answer all questions at the conclusion of the
presentation
Today s Presenters
Kane Russell
Vice President of Marketing
Waterfall
Don Keane
Vice President of Marketing
Angel
Agenda
Angel, Waterfall Mobile and Multichannel CX
Calls to Action for IVR and SMS
Proactive Campaigns
Reporting and Analytics
Ongoing Customer Engagement
Example Campaigns
Key Takeaways
Angel
則р Founded in 1999 and is now a division of
則р Patented IVR Technology: 25+ granted
則р Over 1,200 customers in 20 different industries
則р Over 10,000 applications deployed including many of nation s top consumer brands
則р Industry Awards for Technology Excellence
Waterfall Mobile
則р Founded August 2005
則р Offices in San Francisco (HQ), Austin and New York
則р Backed by $6B software fund Vista Equity Partners
則р Cross-channel mobile & social CRM
Multi-Channel CX Platform
Agenda
Angel, Waterfall Mobile and Multichannel CX
Calls to Action for IVR and SMS
Proactive Communications and Campaigns
Reporting and Analytics
Ongoing Customer Engagement
Example Campaigns
Key Takeaways
Call to Action Overview
Trigger that incites customers to participate in any marketing campaign
4 Ingredients & the Secret Sauce:
1. Incentive
2. Clarity
3. Strategy
4. Compliance
v金 Branding
Relevant Information
Meaningful and relevant information
leads to increased customer
engagement, higher success rates
and improved customer satisfaction.
Messaging is relevant if it is engaging, rewarding
(provides compelling call to action) and timely.
IVR vs. SMS
IVR
SMS
Technical Considerations
For IVR:
≒ Toll-free vs. local phone #
≒ Landline vs. cell phones
For SMS:
≒ Dedicated vs. shared code
≒ Keyword characters
Online vs. Offline
Online Best Practices:
≒ Collect metadata for targeting
≒ Integrate into other channels
Offline Best Practices:
≒ Expand reach using other
channels
≒ Take advantage of progressive
profiling
Securing An Opt-In for Life
Think about customers in terms of lifetime value
Agenda
Angel, Waterfall Mobile and Multichannel CX
Calls to Action for IVR and SMS
Proactive Communications and Campaigns
Reporting and Analytics
Ongoing Customer Engagement
Example Campaigns
Key Takeaways
What are Proactive Communications?
≒ Proactive Customer
Communications (PCC)
≒ Notifications, Alerts, Messages
≒ Channels: Voice, Email, Push,
SMS, and Fax
≒ Highly Relevant to customers
≒ Often Customer Solicited
≒ Provides for Customer
Engagement
Personalization is Key
Personalization is Key
≒Individuals want to hear/see their
name:
 Personalize greetings
 Avoid mass notifications
≒Interactions of sensitive nature, employ
Right Party Verification practices
 This is an important message for Bill
Smith. If this is Bill Smith press the *
key.
 Secure email inbox
≒Utilize all customer data available to
enrich the customer experience
SMS Personalization
Tactics:
≒ Dynamic field insertion
≒ A/B Testing
≒ Cross-channel messaging
≒ Location targeting
≒ List management
≒ Integrate at the Point of Sale
The Importance of Voice
SMS: interactive and immediate IVR: Personal and efficient
Agenda
Angel, Waterfall Mobile and Multichannel CX
Calls to Action for IVR and SMS
Proactive Communications and Campaigns
Reporting and Analytics
Ongoing Customer Engagement
Example Campaigns
Key Takeaways
IVR and SMS: Key Metrics Through Mobile
Relationships
Subscribers
Reach
Engagement
Action
Lifetime Value
SMS & IVR Essentials
Grasp the growth of your program and engagement with
customers
Advanced Metrics
Tie customer engagement to company value creation
Integrating Reporting Data
Combine channels to obtain a holistic customer understanding
Data Integration and Personalization
Metadata vs. Content Fatigue
Yes, data is important. Just dont overdo it to the point where
your customers lose interest:
Agenda
Angel, Waterfall Mobile and Multichannel CX
Calls to Action for IVR and SMS
Proactive Communications Campaigns
Reporting and Analytics
Ongoing Customer Engagement
Example Campaigns
Key Takeaways
Continuous Customer Engagement
Business Intelligence
Keeping The Conversation Going
Agenda
Angel, Waterfall Mobile and Multichannel CX
Calls to Action for IVR and SMS
Proactive Communications and Campaigns
Reporting and Analytics
Ongoing Customer Engagement
Example Campaigns
Key Takeaways
Putting It All Together:
Agenda
Angel, Waterfall Mobile and Multichannel CX
Calls to Action for IVR and SMS
Proactive Communications and Campaigns
Reporting and Analytics
Ongoing Customer Engagement
Example Campaigns
Key Takeaways
Takeaways
≒ Keep conversations going through multichannel
communications such as IVR and SMS
≒ Performance management must be a part of your
customer experience management in order to deliver the
right message, when and how your customers want it
≒ Key metrics identify how customers engage with your
brand
≒ Personalize the phone or SMS experience using real-time
data
Q & A
Kane Russell
Vice President of Marketing
Waterfall
krussell@waterfall.com
Don Keane
Vice President of Marketing
Angel
dkeane@angel.com

More Related Content

Personalizing Mobile Interactions to Create Lasting Customer Loyalty

  • 1. Personalizing Mobile Interactions to Create Lasting Customer Loyalty Kane Russell Vice President of Marketing Waterfall Don Keane Vice President of Marketing Angel
  • 2. Housekeeping Items 端錫The recording of today s webinar will be emailed to you within 24 hours 端錫Use the Questions panel in the lower right hand corner of your GoToWebinar console at any time to ask a question for one of our speakers 端錫We ll answer all questions at the conclusion of the presentation
  • 3. Today s Presenters Kane Russell Vice President of Marketing Waterfall Don Keane Vice President of Marketing Angel
  • 4. Agenda Angel, Waterfall Mobile and Multichannel CX Calls to Action for IVR and SMS Proactive Campaigns Reporting and Analytics Ongoing Customer Engagement Example Campaigns Key Takeaways
  • 5. Angel 則р Founded in 1999 and is now a division of 則р Patented IVR Technology: 25+ granted 則р Over 1,200 customers in 20 different industries 則р Over 10,000 applications deployed including many of nation s top consumer brands 則р Industry Awards for Technology Excellence
  • 6. Waterfall Mobile 則р Founded August 2005 則р Offices in San Francisco (HQ), Austin and New York 則р Backed by $6B software fund Vista Equity Partners 則р Cross-channel mobile & social CRM
  • 8. Agenda Angel, Waterfall Mobile and Multichannel CX Calls to Action for IVR and SMS Proactive Communications and Campaigns Reporting and Analytics Ongoing Customer Engagement Example Campaigns Key Takeaways
  • 9. Call to Action Overview Trigger that incites customers to participate in any marketing campaign 4 Ingredients & the Secret Sauce: 1. Incentive 2. Clarity 3. Strategy 4. Compliance v金 Branding
  • 10. Relevant Information Meaningful and relevant information leads to increased customer engagement, higher success rates and improved customer satisfaction. Messaging is relevant if it is engaging, rewarding (provides compelling call to action) and timely.
  • 12. Technical Considerations For IVR: ≒ Toll-free vs. local phone # ≒ Landline vs. cell phones For SMS: ≒ Dedicated vs. shared code ≒ Keyword characters
  • 13. Online vs. Offline Online Best Practices: ≒ Collect metadata for targeting ≒ Integrate into other channels Offline Best Practices: ≒ Expand reach using other channels ≒ Take advantage of progressive profiling
  • 14. Securing An Opt-In for Life Think about customers in terms of lifetime value
  • 15. Agenda Angel, Waterfall Mobile and Multichannel CX Calls to Action for IVR and SMS Proactive Communications and Campaigns Reporting and Analytics Ongoing Customer Engagement Example Campaigns Key Takeaways
  • 16. What are Proactive Communications? ≒ Proactive Customer Communications (PCC) ≒ Notifications, Alerts, Messages ≒ Channels: Voice, Email, Push, SMS, and Fax ≒ Highly Relevant to customers ≒ Often Customer Solicited ≒ Provides for Customer Engagement
  • 17. Personalization is Key Personalization is Key ≒Individuals want to hear/see their name: Personalize greetings Avoid mass notifications ≒Interactions of sensitive nature, employ Right Party Verification practices This is an important message for Bill Smith. If this is Bill Smith press the * key. Secure email inbox ≒Utilize all customer data available to enrich the customer experience
  • 18. SMS Personalization Tactics: ≒ Dynamic field insertion ≒ A/B Testing ≒ Cross-channel messaging ≒ Location targeting ≒ List management ≒ Integrate at the Point of Sale
  • 19. The Importance of Voice SMS: interactive and immediate IVR: Personal and efficient
  • 20. Agenda Angel, Waterfall Mobile and Multichannel CX Calls to Action for IVR and SMS Proactive Communications and Campaigns Reporting and Analytics Ongoing Customer Engagement Example Campaigns Key Takeaways
  • 21. IVR and SMS: Key Metrics Through Mobile Relationships Subscribers Reach Engagement Action Lifetime Value
  • 22. SMS & IVR Essentials Grasp the growth of your program and engagement with customers
  • 23. Advanced Metrics Tie customer engagement to company value creation
  • 24. Integrating Reporting Data Combine channels to obtain a holistic customer understanding
  • 25. Data Integration and Personalization
  • 26. Metadata vs. Content Fatigue Yes, data is important. Just dont overdo it to the point where your customers lose interest:
  • 27. Agenda Angel, Waterfall Mobile and Multichannel CX Calls to Action for IVR and SMS Proactive Communications Campaigns Reporting and Analytics Ongoing Customer Engagement Example Campaigns Key Takeaways
  • 31. Agenda Angel, Waterfall Mobile and Multichannel CX Calls to Action for IVR and SMS Proactive Communications and Campaigns Reporting and Analytics Ongoing Customer Engagement Example Campaigns Key Takeaways
  • 32. Putting It All Together:
  • 33. Agenda Angel, Waterfall Mobile and Multichannel CX Calls to Action for IVR and SMS Proactive Communications and Campaigns Reporting and Analytics Ongoing Customer Engagement Example Campaigns Key Takeaways
  • 34. Takeaways ≒ Keep conversations going through multichannel communications such as IVR and SMS ≒ Performance management must be a part of your customer experience management in order to deliver the right message, when and how your customers want it ≒ Key metrics identify how customers engage with your brand ≒ Personalize the phone or SMS experience using real-time data
  • 35. Q & A Kane Russell Vice President of Marketing Waterfall krussell@waterfall.com Don Keane Vice President of Marketing Angel dkeane@angel.com