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Mobile’s Data Game: How to play by the rules and win Matt Silk, CMO @waterfallmobile Thursday, July 11, 13

Mobile's Data Game: How to Play by the Rules and Win

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Unlocking the power of mobile messaging presents companies with a worthwhile challenge. The mobile channels – SMS, IVR, Push, Twitter, Facebook, Passbook – return significantly more value when integrated across Marketing, Sales, Communications, Support and Operations. Seamlessly developing this requisite integration, however, requires the tactical coordination of ESPs, CRMs, traditional agencies, specialist agencies and specialist technology companies. Though developing a roadmap can feel overwhelming, to those companies that do succeed go the spoils: true cross-channel interactivity, the holy grail of mobile marketing and an imposing competitive advantage in a now-mobile world. The secret to success? Viewing mobile not as a communication strategy, but as a data strategy. Join us in this webinar as Matt Silk, CMO of Waterfall Mobile, reveals the optimal tactics for developing mobile to build relationships. Attendees will walk away with a clear understanding of what cross-channel mobile messaging actually means, as well as the required steps to get there.

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Page 1: Mobile's Data Game: How to Play by the Rules and Win

Mobile’s Data Game: How to play by the rules and winMatt Silk, CMO@waterfallmobile

Thursday, July 11, 13

Page 2: Mobile's Data Game: How to Play by the Rules and Win

© 2013 Waterfall Mobile, Inc. Proprietary and Confidential.

Waterfall Mobile

Corporate๏ Founded August 2005๏ O!ices in SF (HQ), Austin & NYC๏ Backed by Vista Equity Partners ๏ Cross-channel mobile & social CRM via SMS,

IVR, Passbook, QR Codes, Coupons & Social

๏ Access @ waterfallmobile.com๏ Personalized engagement for mobile๏ Intuitive user interface๏ Full-service compliance support, including

provisioning, certification & audit management

Platform

Thursday, July 11, 13

Page 3: Mobile's Data Game: How to Play by the Rules and Win

© 2013 Waterfall Mobile, Inc. Proprietary and Confidential.

How Mobile Drives Cross-channelChasing the “holy grail”

The Mobile ChannelsSMS, IVR, Push, Twitter, Facebook, Passbook

Messaging Value ChainManaging the players e!ectively

Mobile In The FutureWhere we’re headed

Key TakeawaysActionable next steps

Webinar Agenda

Thursday, July 11, 13

Page 4: Mobile's Data Game: How to Play by the Rules and Win

Cross-Channel Benefits: Customers

Cross-channel marketing & CRM: places customers at the center of the conversation, targeting messaging based on channel preference and permission

Multichannel marketing & CRM: the use of di!erent and disparate channels to simultaneously push the same message to the consumer

Channels

Brand}CUSTOMERS

Channel Channel

Channel Brand}CUSTOMERS

© 2013 Waterfall Mobile, Inc. Proprietary and Confidential.

Thursday, July 11, 13

Page 5: Mobile's Data Game: How to Play by the Rules and Win

Marketing

Operations

SupportSales

Cross-channel Benefits: Companies

Enrich Customer Profiles

Drive Costs Down

Thursday, July 11, 13

Page 6: Mobile's Data Game: How to Play by the Rules and Win

© 2013 Waterfall Mobile, Inc. Proprietary and Confidential.

$48,627$85,300

$139,003

$216,931

$311,566

$400,971

Millions of Dollars

Growth of Mobile Marketing

$2,405 $3,957 $6,693 $10,456 $15,162 $19,806

Sales Impact

Investment

CAGR

52%

2010 2011 2012 2013 2014 2015

Source: MMA “Mobile Marketing Economic Impact Study.” May 9, 2013.

Thursday, July 11, 13

Page 7: Mobile's Data Game: How to Play by the Rules and Win

Chasing the “Holy Grail”

★ SMS★ Passbook★ IVR★ Push★ Facebook★ Twitter

Thursday, July 11, 13

Page 8: Mobile's Data Game: How to Play by the Rules and Win

© 2013 Waterfall Mobile, Inc. Proprietary and Confidential.

PollHow many channels (e.g. Email, SMS, Passbook, Push, Twitter, Facebook, Instagram, YouTube) do you use to interact with your favorite brand?�

A) 0B) 1-2C) 3-4D) 5+

Vote using your GoToWebinar control panel!

Thursday, July 11, 13

Page 9: Mobile's Data Game: How to Play by the Rules and Win

© 2013 Waterfall Mobile, Inc. Proprietary and Confidential.

How Mobile Drives Cross-channelChasing the “holy grail”

The Mobile ChannelsSMS, IVR, Push, Twitter, Facebook, Passbook

Messaging Value ChainManaging the players e!ectively

Mobile In The FutureWhere we’re headed

Key TakeawaysActionable next steps

The Mobile ChannelsSMS, IVR, Push, Twitter, Facebook, Passbook

Messaging Value ChainManaging the players e!ectively

Mobile In The FutureWhere we’re headed

Key TakeawaysActionable next steps

Webinar Agenda

Thursday, July 11, 13

Page 10: Mobile's Data Game: How to Play by the Rules and Win

© 2013 Waterfall Mobile, Inc. Proprietary and Confidential.

Channel Pros Cons

Email Channel of record Clutter of the inbox

IVR Branding and personality High user touch

SMS Ubiquity and open rates No rich media

Passbook Rich media and location Low penetration

Push Immediacy and location No interactivity or history

Facebook Scale Not 1-to-1

Twitter Scale Not 1-to-1

Mobile Messaging Comparison

Thursday, July 11, 13

Page 11: Mobile's Data Game: How to Play by the Rules and Win

© 2013 Waterfall Mobile, Inc. Proprietary and Confidential.

Forget the Channel

Customer Interactions on All Channels

Richer Profile Data for Targeting

Drive

Thursday, July 11, 13

Page 12: Mobile's Data Game: How to Play by the Rules and Win

© 2013 Waterfall Mobile, Inc. Proprietary and Confidential.

Phase I:�Getting to Cross-channel

Matt Silk

Thursday, July 11, 13

Page 13: Mobile's Data Game: How to Play by the Rules and Win

© 2013 Waterfall Mobile, Inc. Proprietary and Confidential.

Phase II:�Getting to Cross-channel

Thursday, July 11, 13

Page 14: Mobile's Data Game: How to Play by the Rules and Win

© 2013 Waterfall Mobile, Inc. Proprietary and Confidential.

Phase III:�Getting to Cross-channel

[email protected]

4154871200

Thursday, July 11, 13

Page 15: Mobile's Data Game: How to Play by the Rules and Win

© 2013 Waterfall Mobile, Inc. Proprietary and Confidential.

CHANNELS - CASE STUDY

Anheuser-Busch

Sweepstakes and beyond

Tactics

• Anheuser-Busch launches a new mobile campaign every few days

• Vary campaign type, from sweepstakes to subscriptions, MMS, dynamic coupons and interactive voice response

• Calls to action promoted across channels, including signage, digital signage, online, social media

Results

• Campaign depicted to the right received 85K calls in two hours and 200K after five days

• Success of campaigns shared across brands in portfolio to proliferate best practices

Thursday, July 11, 13

Page 16: Mobile's Data Game: How to Play by the Rules and Win

© 2013 Waterfall Mobile, Inc. Proprietary and Confidential.

Instant Win

Tactics

• Provide compelling incentive to opt-in customers• Strong database-building initiative • Immediately notify users if they have won a prize• All facets - prizes, frequency, pacing, etc. -

customizable

Strategy

• Promoted in store; each store used own keyword

• Customers texted LB + store number to 44844

• Spurred customers to shop with newly won items

• Instant notification of prize and redemption code

• Tracking and reporting provided by Waterfall revealed which stores gained the most traction

Results

• Two-week campaign increased database size by 362%

• Acquired valuable location data (store ID#) to target future messaging

CHANNELS - CASE STUDY

Lane Bryant

Thursday, July 11, 13

Page 17: Mobile's Data Game: How to Play by the Rules and Win

© 2013 Waterfall Mobile, Inc. Proprietary and Confidential.

CHANNELS - CASE STUDY

PETA Action Alerts

Integrated SMS & Email

Tactics

• User information captured upon sign up via any mobile or online channel

• New data synched with CRM in real-time

• Email-capture campaigns launched via SMS

• Targeted outbound messaging and metadata synched to mobile CRM

• Action Alert emails extended to mobile via “Reply Y” process

Results

• 1st Campaign: 19% conversion rate, with 43% acting within two minutes

• 24%, 13% and 25% conversion rates for subsequent campaigns

Thursday, July 11, 13

Page 18: Mobile's Data Game: How to Play by the Rules and Win

© 2013 Waterfall Mobile, Inc. Proprietary and Confidential.

Why Cross-channel Over The Long Term

1ST GEN

Direct Mail2ND GEN

Telemarketing3RD GEN

Email4TH GEN

Social5TH GEN

SMS/Push6TH GEN

---

Customer focus = channel agnostic

Evolution of Direct Marketing Channels

Thursday, July 11, 13

Page 19: Mobile's Data Game: How to Play by the Rules and Win

© 2013 Waterfall Mobile, Inc. Proprietary and Confidential.

How Mobile Drives Cross-channelChasing the “holy grail”

The Mobile ChannelsSMS, IVR, Push, Twitter, Facebook, Passbook

Messaging Value ChainManaging the players e!ectively

Mobile In The FutureWhere we’re headed

Key TakeawaysActionable next steps

Messaging Value ChainManaging the players e!ectively

Mobile In The FutureWhere we’re headed

Key TakeawaysActionable next steps

Webinar Agenda

Thursday, July 11, 13

Page 20: Mobile's Data Game: How to Play by the Rules and Win

© 2013 Waterfall Mobile, Inc. Proprietary and Confidential.

Mobile Messaging is a Complex Ecosystem

ASP

ESP

CRM

AGENCY

Brands or Marketers ApplicationProviders

Aggregators Carriers Customers

Thursday, July 11, 13

Page 21: Mobile's Data Game: How to Play by the Rules and Win

© 2013 Waterfall Mobile, Inc. Proprietary and Confidential.

Value Chain Analysis and Management

ASP

ESP

CRM

AGENCY

Brand or Marketer ApplicationProviders

Aggregators Carriers Customer

✓ Value Proposition

✓ Motivations

✓ What they don’t tell you

✓ Management approach

Thursday, July 11, 13

Page 22: Mobile's Data Game: How to Play by the Rules and Win

© 2013 Waterfall Mobile, Inc. Proprietary and Confidential.

How Mobile Drives Cross-channelChasing the “holy grail”

The Mobile ChannelsSMS, IVR, Push, Twitter, Facebook, Passbook

Messaging Value ChainManaging the players e!ectively

Mobile In The FutureWhere we’re headed

Key TakeawaysActionable next steps

Mobile In The FutureWhere we’re headed

Key TakeawaysActionable next steps

Webinar Agenda

Thursday, July 11, 13

Page 23: Mobile's Data Game: How to Play by the Rules and Win

© 2013 Waterfall Mobile, Inc. Proprietary and Confidential.

The Mobile Wallet

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Page 24: Mobile's Data Game: How to Play by the Rules and Win

© 2013 Waterfall Mobile, Inc. Proprietary and Confidential.

1-to-1 Communication

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Page 25: Mobile's Data Game: How to Play by the Rules and Win

© 2013 Waterfall Mobile, Inc. Proprietary and Confidential.

Why Cross-channel Over The Long Term

Augmented Reality

Card-linked O!ers

Mobile Payments

NFC/RFID – Location

Mobile UniqueIdentification ?

Customer focus = technology agnostic

Next Generation Mobile Marketing

Thursday, July 11, 13

Page 26: Mobile's Data Game: How to Play by the Rules and Win

© 2013 Waterfall Mobile, Inc. Proprietary and Confidential.

How Mobile Drives Cross-channelChasing the “holy grail”

The Mobile ChannelsSMS, IVR, Push, Twitter, Facebook, Passbook

Messaging Value ChainManaging the players e!ectively

Mobile In The FutureWhere we’re headed

Key TakeawaysActionable next stepsKey TakeawaysActionable next steps

Webinar Agenda

Thursday, July 11, 13

Page 27: Mobile's Data Game: How to Play by the Rules and Win

© 2013 Waterfall Mobile, Inc. Proprietary and Confidential.

PollHow far along is your favorite brand in developing a cross-channel mobile strategy?

A) Currently does itB) Coming in <12 monthsC) Coming in 12+ monthsD) Doesn’t seem to be on the radar

Vote using your GoToWebinar control panel!

Thursday, July 11, 13

Page 28: Mobile's Data Game: How to Play by the Rules and Win

© 2013 Waterfall Mobile, Inc. Proprietary and Confidential.

Overcome Analysis ParalysisTest and learn

Implement Cross-channelPhase in three stages

Message from a data perspectiveSMS, IVR, Push, Twitter, Facebook, Passbook

Optimize the value chain Select the right partners

Focus on customersFlexibility for adapting to and integrating changing technologies

Key Takeaways

actionable next steps

Thursday, July 11, 13

Page 29: Mobile's Data Game: How to Play by the Rules and Win

© 2013 Waterfall Mobile, Inc. Proprietary and Confidential.

Don’t just message. Have a conversation.

For more information visit www.waterfallmobile.com

or

contact us directly at [email protected]

Thursday, July 11, 13