Transcript
Page 1: Mobile CRM Webinar: 6 Must Haves For Effective Cross Channel CRM

Ge#ng  It  Right*  in  Mobile

Kane  Russell,  Director  of  Marke.ngWaterfall  Mobile

*6  Must  Haves  for  Effec2ve  Cross-­‐channel  CRMfeaturing  insight  from  Constant  Contact's  Michael  Karampalas

1Tuesday, August 23, 2011

Page 2: Mobile CRM Webinar: 6 Must Haves For Effective Cross Channel CRM

Waterfall  Mobile  and  the  Msgme  Pla7orm

Waterfall  Mobile๏ Founded  August  2005๏ Offices  in  SFO  (HQ),  NYC  &  Aus2n๏ Backed  by  Vista  Equity  Partners  ๏ Cross-­‐channel  mobile  &  social  CRM  via  SMS,  

MMS,  QR  Codes,  IVR,  Facebook  &  TwiVer

๏ Free  trial:  www.msgme.com๏ API  suite:  developer.msgme.com๏ Custom  applica2on  development๏ Short  code  provisioning,  cer2fica2on  

&  audit  management

Msgme

2Tuesday, August 23, 2011

Page 3: Mobile CRM Webinar: 6 Must Haves For Effective Cross Channel CRM

Michael  Karampalas,  Constant  Contact

Michael  Karampalas

Constant  Contact๏ Launched  in  1998  ๏ Leading  email  marke2ng,  online  survey  and  

event  marke2ng  tools๏ Expert  personal  coaching  and  support๏ 450,000+  customers  worldwide

๏ LinkedIn:  mkarampalas๏ Product  manager  with  exper2se  in  email,  mobile  and  social  media๏ 5  years  experience  at  Constant  Contact๏ University  of  MassachuseVs,  Amherst

3Tuesday, August 23, 2011

Page 4: Mobile CRM Webinar: 6 Must Haves For Effective Cross Channel CRM

๏ State  of  digital  marke2ng

๏ Mul2channel  vs.  cross-­‐channel  marke2ng

๏ 6  Must  haves  for  effec2ve  cross  channel  CRM

๏ Q&A  with  Constant  Contact

๏ Key  Takeaways

Objec>ves

4Tuesday, August 23, 2011

Page 5: Mobile CRM Webinar: 6 Must Haves For Effective Cross Channel CRM

Digital  Marke>ng  -­‐  The  Consensus

Digital  marke2ng  innova2on  is  essen6al.

Source:  Direct  Marke6ng  Associa6on  (DMA)  

US 2010

Canada 2010 3%

4%

23%

20%

74%

76%

Agree Neutral Disagree

Con2nuing  to  innovate  is  as  important  as  doing  what  has  worked  in  the  past.(with  regards  to  digital  marke2ng)

US 2010

Canada 2010 6%

9%

30%

28%

65%

63%

You  can  build  strong  customer  rela2onships  on  the  internet.

5Tuesday, August 23, 2011

Page 6: Mobile CRM Webinar: 6 Must Haves For Effective Cross Channel CRM

The  Reign  of  Digital  Marke>ng

0%

25%

50%

75%

100%

Print Radio TV Out-home D. Mail Email Mobile Online

How will you shuffle your marketing spend next year (U.S.A.)?

Decrease Stay the Same Increase

Source:  DMA

6Tuesday, August 23, 2011

Page 7: Mobile CRM Webinar: 6 Must Haves For Effective Cross Channel CRM

The  Reign  of  Digital  Marke>ng

0%

25%

50%

75%

100%

Print Radio TV Out-home D. Mail Email Mobile Online

How will you shuffle your marketing spend next year (Canada)?

Decrease Stay the Same Increase

Source:  DMA

7Tuesday, August 23, 2011

Page 8: Mobile CRM Webinar: 6 Must Haves For Effective Cross Channel CRM

Digital  Marke>ng  -­‐  Mobile

With  mobile  as  a  key  player  in  the  future  landscape.

Source:  DMA

US 2010

Canada 2010 5%

11%

49%

44%

46%

45%

Agree Neutral Disagree

Mobile  marke2ng  is  the  next  fron2er  in  digital  marke2ng.

US 2010

Canada 2010 13%

23%

39%

44%

49%

33%

Digital  marke2ng  campaigns  will  soon  incorporate  mobile  coupons.

8Tuesday, August 23, 2011

Page 9: Mobile CRM Webinar: 6 Must Haves For Effective Cross Channel CRM

Digital  Marke>ng  Budget  Alloca>on

Just started to explore

New medium

Budget

Lack of knowledge

Conservative culture

Lack of capabilites

We prefer other mediums14%

3%

1%

14%

8%

9%

9%

20%

8%

2%

9%

17%

13%

13%

USA 2010Canada 2010

Source:  DMA

Why  isn’t  more  marke2ng  budget  allocated  to  digital?  

But,  digital  marke2ng  is  unfamiliar  and  challenging.  

9Tuesday, August 23, 2011

Page 10: Mobile CRM Webinar: 6 Must Haves For Effective Cross Channel CRM

Emerging  Digital  Marke>ng  Familiarity

Source:  DMA

Very Familiar Use Often

16%

44%21%29%

9%25%

7%16%

Out of Home Media

Very Familiar Use Often

62%69%47%56%

40%66%

51%54%

Social Media Marketing

Very Familiar Use Often

23%40%

25%42%

25%44%

18%31%

Video

Very Familiar Use Often

19%36%

17%27% 21%33%

9%26%

Mobile Marketing

US Marketers US Agencies Canada Marketers Canada Agencies

10Tuesday, August 23, 2011

Page 11: Mobile CRM Webinar: 6 Must Haves For Effective Cross Channel CRM

Established  Digital  Marke>ng  Familiarity

Source:  DMA

Very Familiar Use Often

49%55%75%

59% 49%46%

73%60%

SEO

Very Familiar Use Often

67%70% 78%84%69%

86% 87%88%

Email

Very Familiar Use Often

47%57% 54%70%

47%64% 54%64%

Online/Display

Very Familiar Use Often

43%49%63%61%

47%59% 59%63%

SEM

US Marketers US Agencies Canada Marketers Canada Agencies

11Tuesday, August 23, 2011

Page 12: Mobile CRM Webinar: 6 Must Haves For Effective Cross Channel CRM

Digital  Marke>ng  Budge>ng  Concerns

0%

7%

13%

20%

Proof

it w

orks

Mea

sure

men

t Too

ls

Bette

r und

erstan

ding

Mor

e re

sour

ces

Bette

r res

ults

12%

14%

16%

2%

17%

4%

10%

14%

8%

20%

USA Canada

What  would  need  to  change  in  order  for  you  to  spend  more  on  digital  marke2ng?

Source:  DMA

12Tuesday, August 23, 2011

Page 13: Mobile CRM Webinar: 6 Must Haves For Effective Cross Channel CRM

Digital  Marke>ng  Frustra>ons

Source:  DMAAgree Neutral Disagree

US 2010

Canada 2010 27%

38%

50%

50%

23%

12%

We  are  replacing  tradi2onal  in-­‐store  marke2ng  with  digital  media.

US 2010

Canada 2010 33%

28%

46%

53%

22%

19%

Measuring  digital  marke2ng  ROI  is  easy  to  accomplish.

US 2010

Canada 2010 30%

29%

37%

40%

33%

31%

Digital  marke2ng  needs  to  supplement  other  channels.

US 2010

Canada 2010 30%

29%

37%

40%

33%

31%

Customers  are  eager  to  engage  with  companies  to  develop  interac2ve  rela2onships.

13Tuesday, August 23, 2011

Page 14: Mobile CRM Webinar: 6 Must Haves For Effective Cross Channel CRM

Digital  Marke>ng  StrategySo  what’s  the  appropriate  strategy?  Address  digital  marke>ng’s  core  frustra>ons.

They  are:

• Customers  don’t  want  to  engage  

• Digital  marke.ng  shouldn’t  supplant  other  channels

• Measuring  ROI  is  challenging

• Need  to  see  results

14Tuesday, August 23, 2011

Page 15: Mobile CRM Webinar: 6 Must Haves For Effective Cross Channel CRM

Mul>channel    v.  Cross-­‐channel  CRM

Cross-­‐channel  marke3ng  CRM  places  consumers  at  the  center  of  the  conversa3on,  targe3ng  messaging  based  on  channel  preference  and  permission.  

It  requires  a  broader,  more  diverse  marke3ng  vision  that  establishes  a  longer  term  and  deeper  rela3onship.

Mul>channel  marke3ng  CRM  is  the  use  of  different  and  disparate  channels  to  simultaneously  push  the  same  message  to  the  consumer.  

It  is  a  powerful  yet  impersonal  form  of  marke3ng  used  primarily  to  gain  consumers’  aDen3on  for  a  par3cular  ini3a3ve.

Channels

Brand

Channel Channel

Channel Brand}}CONSUMER

CONSUMER

15Tuesday, August 23, 2011

Page 16: Mobile CRM Webinar: 6 Must Haves For Effective Cross Channel CRM

Mul>channel  v.  Cross-­‐channel  Approach

Move  toward  a  cross-­‐channel  approach

Challenge Mul2channel  approach Cross-­‐channel  approach

Customer  engagement Op2mize  channel’s  features  and  benefits  to  increase  customer  engagement

Op2mize  database’s  targe2ng  capabili2es  to  increase  customer  engagement

Adding/integra2ng  new  channels

Bolt  on  addi2onal  channels  to  engage  customers

Integrate  channels  as  addi2onal  means  to  engage  customers

ROI  measurement Channel-­‐centric  metrics,  e.g.  clickthrough  rates

Customer-­‐centric  metrics,  e.g.  customer  life2me  value

Results  understanding Understand  how  to  beVer  use  a  par2cular  channel

Understand  how  to  beVer  interact  with  customer  base

16Tuesday, August 23, 2011

Page 17: Mobile CRM Webinar: 6 Must Haves For Effective Cross Channel CRM

6  Must-­‐Haves  for  Cross-­‐Channel  CRMSo  why  doesn’t  everyone  adopt  a  cross-­‐channel  approach?  It  takes  more  >me  and  thought  to  develop.

The  6  Must-­‐Haves  Road  Map:

1. Channel  Integra.on

2. Data  Integra.on

3. Channel  Preference

4. Repor.ng  &  Analy.cs

5. Compliance  &  Regulatory

6. Customer  Life.me  Value  Focus

17Tuesday, August 23, 2011

Page 18: Mobile CRM Webinar: 6 Must Haves For Effective Cross Channel CRM

Channel  Preference

Moving  from  mul>channel  to  cross-­‐channel:

• Brands  and  customers  can  choose  which  channels  to  use

• Brands  and  customers  can  choose  how  and  when  to  exchange  messaging  from  the  respec.ve  channels

• Brands  and  customers  can  design  and  update  tailored  communica.on  strategy

Defini>on:  ability  to  op3mize  message  delivery  according  to  brand  and  customer  preference

18Tuesday, August 23, 2011

Page 19: Mobile CRM Webinar: 6 Must Haves For Effective Cross Channel CRM

Channel  Integra>on

Moving  from  mul>channel  to  cross-­‐channel:

• Customers  receive  updates  via  email,  social  and  mobile

• Customers  sign  up  for  updates  via  email,  social  or  mobile  from  other  channels

• Customers  receive  ongoing  communica.on  from  mul.ple  channels  that  builds  upon  itself  much  like  a  conversa.on

Defini>on:  seamless  crossover  between  the  various  communica3on  channels

19Tuesday, August 23, 2011

Page 20: Mobile CRM Webinar: 6 Must Haves For Effective Cross Channel CRM

Data  Integra>on

Moving  from  mul>channel  to  cross-­‐channel:

• Each  channel  maintains  segmented  customer  database

• Channels  can  exchange  data  to  update  individual  customer  profiles

• Channels  share  data  from  one  central  customer  database  for  targe.ng

Defini>on:  real-­‐3me  updates  to  customer  database  from  different  channels

20Tuesday, August 23, 2011

Page 21: Mobile CRM Webinar: 6 Must Haves For Effective Cross Channel CRM

Repor>ng  &  Analy>cs

Moving  from  mul>channel  to  cross-­‐channel:

• Stock  reports  used  for  various  industry-­‐used  metrics

• Stock  reports  with  various  customizable  views  around  industry-­‐used  metrics

• Customizable  reports  that  provide  insight  into  selected  &  designed  metrics

Defini>on:  detailed  and  easy-­‐to-­‐use  insight  into  the  metrics  that  maDer  for  a  par3cular  brand

21Tuesday, August 23, 2011

Page 22: Mobile CRM Webinar: 6 Must Haves For Effective Cross Channel CRM

Compliance  &  Regulatory

Moving  from  mul>channel  to  cross-­‐channel:

• Each  individual  channel  fully  compliant

• Best  prac.ces/ideas  shared  across  the  various  channels  to  keep  up  with  industry  changes

• Cross-­‐channel  compliance  strategy  informs  product  to  advance  prepare  for  any  updates  or  changes

Defini>on:  full  compliance  across  channels

22Tuesday, August 23, 2011

Page 23: Mobile CRM Webinar: 6 Must Haves For Effective Cross Channel CRM

Customer  Life>me  Value  Focus

Moving  from  mul>channel  to  cross-­‐channel:

• Marke.ng  campaigns  via  various  channels

• Marke.ng  campaigns  within  greater  overall  strategy  via  various  channels

• Marke.ng  campaigns,  within  greater  overall  strategy,  via  integrated  channels

Defini>on:  communica3on  strategy  focused  on  developing  ongoing  rela3onship  with  customers

23Tuesday, August 23, 2011

Page 24: Mobile CRM Webinar: 6 Must Haves For Effective Cross Channel CRM

Constant  Contact  Q&A

24Tuesday, August 23, 2011

Page 25: Mobile CRM Webinar: 6 Must Haves For Effective Cross Channel CRM

Key  Takeaways

๏ Channel  Integra2on

๏ Data  Integra2on

๏ Channel  Preference

๏ Repor2ng  &  Analy2cs

๏ Compliance  &  Regulatory

๏ Customer  Life2me  Value  Focus

25Tuesday, August 23, 2011

Page 26: Mobile CRM Webinar: 6 Must Haves For Effective Cross Channel CRM

Any  Ques>ons?

For  more  informa3on  visit  www.msgme.com

Or  contact  us  directly:  [email protected]

More  industry  informa3on  available  on  our  blog  @  blog.msgme.com

Case  studies  are  available  @  clicky.me/msgmecs

26Tuesday, August 23, 2011