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The Importance and Benefits of Transactional and Interaction Tools for SMBs Presented by: Alexandre Rambaud Founder & CEO, Agendize

The Importance and Benefits of Transactional and ...€¦ · –SMBs see tangible benefits from these solutions, making them more loyal •Own the merchants’ customer list –Know

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Page 1: The Importance and Benefits of Transactional and ...€¦ · –SMBs see tangible benefits from these solutions, making them more loyal •Own the merchants’ customer list –Know

The Importance and Benefits of Transactional and Interaction Tools for SMBs

Presented by: Alexandre Rambaud Founder & CEO, Agendize

Page 2: The Importance and Benefits of Transactional and ...€¦ · –SMBs see tangible benefits from these solutions, making them more loyal •Own the merchants’ customer list –Know

What is Agendize?

• Leading SaaS provider of Interaction and Transactional tools enabling companies get more calls, appointments and visits by converting their online traffic into appointments and revenue.

• Over 40 million calls, appointments, visits generated for 35,000+ SMBs.

• Resellers include 20+ local search providers in 20+ countries.

• Technology Fast 50 in France and Fast 500 Europe by Deloitte in 2011.

Page 3: The Importance and Benefits of Transactional and ...€¦ · –SMBs see tangible benefits from these solutions, making them more loyal •Own the merchants’ customer list –Know

SMB Digital Lifecycle

Get customers to visit

Digital Marketing & SEO

Make it easy for customers

to buy Conversion & Transactions

Build and maintain their

online “home” Web Presence

Page 4: The Importance and Benefits of Transactional and ...€¦ · –SMBs see tangible benefits from these solutions, making them more loyal •Own the merchants’ customer list –Know

Customer Interaction

• Customers interact differently with businesses in different verticals

• Top reasons for web visit: –Dentist: Schedule an appointment –Restaurant: Make a reservation –Retail: Speak with an employee to obtain product information

• A typical website provides contact information and (in some cases) a contact form for a customer to send a request. In some cases, basic contact information is nearly impossible to find.

• Through the use of interaction and transactional tools, we have observed increases in sales and customer loyalty.

Page 5: The Importance and Benefits of Transactional and ...€¦ · –SMBs see tangible benefits from these solutions, making them more loyal •Own the merchants’ customer list –Know

Types of Interaction

• Asynchronous communication –Email –Web form

• Speaking with a person live –By telephone –By chat

• Scheduling an appointment –Online Scheduling solution

Page 6: The Importance and Benefits of Transactional and ...€¦ · –SMBs see tangible benefits from these solutions, making them more loyal •Own the merchants’ customer list –Know

Call for Free

Live Chat Online Booking &

Scheduling

Make It Easy for Visitors to Interact &Transact

Call and Visit Later

Set Up Reminders

Page 7: The Importance and Benefits of Transactional and ...€¦ · –SMBs see tangible benefits from these solutions, making them more loyal •Own the merchants’ customer list –Know
Page 8: The Importance and Benefits of Transactional and ...€¦ · –SMBs see tangible benefits from these solutions, making them more loyal •Own the merchants’ customer list –Know

Online Scheduling – User Experience

1. Click ‘Schedule an Appointment’

button

2. Select the service, the staff, the

date and time of the appointment

3. Fill in the form and submit

4. The appointment is confirmed!

5. Receive a confirmation email

and a confirmation SMS

6. Add the appointment in your

agenda

7. Receive a reminder by email or

SMS for your appointment!

Page 9: The Importance and Benefits of Transactional and ...€¦ · –SMBs see tangible benefits from these solutions, making them more loyal •Own the merchants’ customer list –Know

Online Scheduling – Business Dashboard

© Agendize - Confidential - 9

Page 10: The Importance and Benefits of Transactional and ...€¦ · –SMBs see tangible benefits from these solutions, making them more loyal •Own the merchants’ customer list –Know

Online Scheduling – Client Database

Page 11: The Importance and Benefits of Transactional and ...€¦ · –SMBs see tangible benefits from these solutions, making them more loyal •Own the merchants’ customer list –Know

Online Scheduling – Custom Messaging

Page 12: The Importance and Benefits of Transactional and ...€¦ · –SMBs see tangible benefits from these solutions, making them more loyal •Own the merchants’ customer list –Know

Online Scheduling – Mobile

• SMB owners can access

their Scheduling console on

the go with the mobile site

version.

• The scheduling widget is

also compatible on mobile

and can be added to the

advertisers mobile site.

© Agendize - Confidential - 12

Page 13: The Importance and Benefits of Transactional and ...€¦ · –SMBs see tangible benefits from these solutions, making them more loyal •Own the merchants’ customer list –Know

Consumers Are Demanding More Interaction

• 80% of consumers would open an online account with a business to schedule future appointments more easily

• 60% of consumers surveyed feel that online scheduling should be offered by more businesses

• When an online booking option is available, 28% of consumers book during the evening

Page 14: The Importance and Benefits of Transactional and ...€¦ · –SMBs see tangible benefits from these solutions, making them more loyal •Own the merchants’ customer list –Know

How Are SMBs Benefiting?

Online Scheduling •Increase the rate of closing a sale by 30% •Reduce the length of the sales cycle by 20% •Time dedicated to appointment management and reminders can be reduced by 75% •Reduction in no-shows by up to 80%

Page 15: The Importance and Benefits of Transactional and ...€¦ · –SMBs see tangible benefits from these solutions, making them more loyal •Own the merchants’ customer list –Know

How Are SMBs Benefiting?

Overall •Increased customer loyalty •Easy collection of rich customer data that can be used to promote the business and better target customers

Page 16: The Importance and Benefits of Transactional and ...€¦ · –SMBs see tangible benefits from these solutions, making them more loyal •Own the merchants’ customer list –Know

How Are Publishers Benefiting?

• New revenue streams –New solutions to bundle or sell separately –Transactional aspect of Online Scheduling – allow pre-payment and collect a percentage

• Reduced churn –SMBs see tangible benefits from these solutions, making them more loyal

• Own the merchants’ customer list –Know who calls, when and for how long, know who books appointments, etc.

• Increase upsell opportunities –Deal/coupon offerings distributed based on data collected by SMB

Page 17: The Importance and Benefits of Transactional and ...€¦ · –SMBs see tangible benefits from these solutions, making them more loyal •Own the merchants’ customer list –Know

THANK YOU

[email protected]

Page 18: The Importance and Benefits of Transactional and ...€¦ · –SMBs see tangible benefits from these solutions, making them more loyal •Own the merchants’ customer list –Know

THANK YOU

[email protected]