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Microsoft Summit Presentation: Mobile CRM strategies
Microsoft Summit Presentation: Mobile CRM strategies
Microsoft Summit Presentation: Mobile CRM strategies
Darrell K. Rigby Frederick F. Reichheld   Phil Schefter
Microsoft Summit Presentation: Mobile CRM strategies
Real-time measurement
and analysis of results
drives a successful                                                           • SMS Alerts/Messaging

mobile CRM campaign                                                           • Sweepstakes
                                                                              • Location Based Services (LBS)
                                                                Tactics       • Point of Sale Integration
                                                                              • Rich Media Mobile Web




                                          Strategy


               • Implementation strategy for
                 integrated campaign tactics
               • Design campaign to be dynamic

                                                                              Objectives


                                                     • Awareness
                                                     • Engagement
                                                     • Perception
                                                     • Customer Acquisition
                                                     • Loyalty
                                                     • Retention
Understand the ever-shifting channel preferences of
your customers
Work with a platform that already takes care of
“regional” compliance and privacy regulations
Addressability is not optional
Align mobile opt-in with existing Master Persona Data
Integrate the mobile campaign with other digital and
traditional media
True mobile CRM uses Web and mobile sites for opt-in
to gather profile data (not keyword & short code)
Understand “regional” adoption of handsets
Make the messaging relevant
Average number of hours per week spent with:




Source: Microsoft Advertising Mobile Consumer Vertical Study -
The Future of Mobile Advertising, Nov. 11, 2009
SWEEPSTAKES                MOBILE         OPT-IN        MOBILE                                               SMS WEBSITE/
                             MOBILE CRM                                                  TEXT ALERTS   TEXT TO WIN   APPS                  MOBILE COUPON
                                          LANDING PAGE   DATABASE      REGISTRATION                                         FACEBOOK
                                                                                                                            WIDGETS




AWARENESS




ENGAGEMENT




PERCEPTION
                                                                ABOVE THE LINE MARKETING OBJECTIVES
                                                                BELOW THE LINE MARKETING OBJECTIVES

ACQUISITION/
LEAD GEN          ✓            ✓              ✓             ✓               ✓                             ✓                     ✓               ✓


LOYALTY
                                              ✓             ✓                                 ✓           ✓             ✓       ✓               ✓

RETENTION/
UPGRADE
                                              ✓             ✓               ✓                 ✓                                 ✓               ✓
Source: Experian
Double Opt-
                                              in

                1-way, 2-
                                                                      Opt-out
                  way
                                                                       STOP
                Messaging




                                                                                     HELP
  Carrier
Certification                                                                      Two forms
                                                                                    of HELP
                                           Mobile
                                         Compliance




       Sarbanes                                                                 24-hour
        Oxley                                                                   Timeout




                                                        PII Data in
                             Regional                     SMS &
                            Compliance
                                                        Mobile Web
Microsoft Summit Presentation: Mobile CRM strategies
SMS subscription with user         Print Opt-in
selectable content preferences
and user profile capture via Web
or mobile opt-in page. All
preference and profile data is
captured for CRM analysis and
targeted messaging. Mandee has
created to date a database of
over 150,000 SMS subscribers.
                                   Web Opt-in
“Everyone receives the same offer” mobile promos or
coupons can have unknown relevance when delivered
•    Smart Messaging integrates with data sources such
     as news, weather, finance, CRM consumer profile,
     inventory etc. instantly adding relevance
•    Smart alerts can know:
            Who the customer is
            Where they are
            What’s happening around them
                                                                The heat wave
            When they want something                           continues here in LA!
            Why they need or want it                           Cool off at lunch with
                                                                an ice cold root beer
    Advantages to Smart Messaging:                              float, free with every
                                                                Galaxy Meal purchase
            Personalization and point-of-need relevance        at any AstroBurger
             increases participation                            location. Code:34ru3
            Time and place relevance increases participation   Exp: 7/12/10
            Contextually relevant messaging increases
             acquisition, conversion and loyalty
Text STORE + your zip code to 44264
to receive a SMS coupon every month                                                                                          SMS Only Coupon:
for 20% off your favorite fashions                                                                                           Contextually relevant
                                                                                                                             coupon is delivered based
                                                                                                                             on keyword + database
                                                                                                Dressbarn: It’s a            referencing with unique
                                                                                                                                  Dressbarn: Freezing in
                                                       Database                                 scorcher in Miami            redemption code. warm
                                                                                                                                  NY today? Keep
                                                                                                today! Keep cool with             with with a wool
   STORE + your
   zip code to 44264                                     Weather                                breezy late summer                sweater. 20% off all
                                                                                                skirts. 20% off at any            sweaters at any store.
                                                       Stock Market
                                                                                                store. Code t239r Exp.            Code 34r39r Exp.
                                                     Location Look Up                           10/31/11                          10/31/11
                                                     Product Inventory
                                                  Consumer Profile Data
                                                 Past Consumer Purchases
                                                Any Other Event or Data Sets




                                                                                            Contextually relevant coupon        STORE + 10507
                                                                                            delivered based on                  Sends coupon for sweaters
                                                                                            keyword/zip referenced              based on cold weather
                                      Database receives                                     against weather database            reading for opt-in zip code
        62407                         keyword opt-in and
     Store 33128                                               Dressbarn: Here’s                                         By Weather
                                      delivers a coupon
                                                               something special for
                                      based on external        you to celebrate your
                                      events or                birthday. Come into
      Miami                           information in the       Dressbarn and get 20%
                                                               off any item. Code f5mt
                                      database
                                                               Exp. 5/31/11




                                                                                          By Consumer Profile Data
                                                                                         Messages sent based on stored
   Text opt-in for either                                                                customer profile data with
   single coupon or to opt-                                                              unique redemption code.
   in to couponing alert
   group
Text STORE + your zip code to 87812
to receive a SMS coupons every month                                     1
for 20% off your favorite 2011 fashions.

                                           CRM/DATA COMPONENT

  Ghiradelli Coupon                           6
  Get $1 off the deluxe                                                         2
  Ghiradelli Chocolate
  Square
  Sets.Exp:9/30/10
  http://m.choc.
  mobi Msg & Data
  Rates May Apply


                                                                     360°
                                                                Mobile Coupon
                                              5
                                                                  Solution      3

              $1 off Ghirardelli
              Squares Gift Sets
              Expires 10/25/10

                                                                         4




 Coupons with POS Redemption
Pepsi Co India (Quaker Oats)
Indians have genetic predisposition to
heart disease
Mobile app where users self identified
their health/lifestyle profile for the
CRM database via a “health quiz” on
opt-in
Regular alerts were sent with health
tips, healthy recipes and diet plans
according to their health profile
segment
160,000 participants < 4 months
Microsoft Summit Presentation: Mobile CRM strategies
mCommerce (mobile commerce) is the buying and selling of goods and services
through wireless handheld devices such as cellular telephones, tablets etc.
Microsoft Summit Presentation: Mobile CRM strategies
Scan a barcode     Receive
or send an SMS   product info         Product is
  keyword as      and enter          delivered to
 promoted in       payment            customer
   traditional
                    details
     media




                                21
Microsoft Summit Presentation: Mobile CRM strategies
Customer sees an                    The scan initiates a
         advertisement for                   Getitcard/Scanbuy
        Phillips in traditional               landing page that
1       media (e.g billboard           2    includes product info
           )and decides to                 and a payment window
        “Scan´n Buy” or text
          to buy the shaver


                                                                                                       3


                                                                                                  The buyer
                                                                                                 enters their
                                                                                                payment card
                                                                                                 details and
    Save 15% on the new Philips 7000                                                            address sent
    shaver. Scan ´n Buy now or                                       Bancore handles the          by URL or
    text PHILIPS to 87812.                                              transaction and             email
                                                                    informs merchant with
                                                                     required information




                                                                                            4
Microsoft Summit Presentation: Mobile CRM strategies
•

•

•




•

•

•



•

•
•
Steve Madden Mobile Site Evolution
• Social marketing enablement added
  to mCommerce functionality
• Uses Facebook “Like” functionality
  that is pasted to users Facebook wall
• Enables viral product marketing
  tactics
• Includes “You Might Like” engine to
  make buying experience even better
• The addition of the social elements
  Increased traffic 30% in 24 hours
• Using Metrics: shoes that get the
  most “likes” get special promotions
  focusing marketing on higher
  performing products to increase
  revenue
• To drive people to use “Like” in
  mobile site, Steve Madden promotes
  functionality in their own Facebook
  page
• Steve Madden recently launched its
  Facebook Commerce
  environment…it’s the mobile
  commerce site re-skinned within
  Facebook itself
Microsoft Summit Presentation: Mobile CRM strategies
Microsoft Summit Presentation: Mobile CRM strategies
http://txtcard.net


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Microsoft Summit Presentation: Mobile CRM strategies

  • 4. Darrell K. Rigby Frederick F. Reichheld Phil Schefter
  • 6. Real-time measurement and analysis of results drives a successful • SMS Alerts/Messaging mobile CRM campaign • Sweepstakes • Location Based Services (LBS) Tactics • Point of Sale Integration • Rich Media Mobile Web Strategy • Implementation strategy for integrated campaign tactics • Design campaign to be dynamic Objectives • Awareness • Engagement • Perception • Customer Acquisition • Loyalty • Retention
  • 7. Understand the ever-shifting channel preferences of your customers Work with a platform that already takes care of “regional” compliance and privacy regulations Addressability is not optional Align mobile opt-in with existing Master Persona Data Integrate the mobile campaign with other digital and traditional media True mobile CRM uses Web and mobile sites for opt-in to gather profile data (not keyword & short code) Understand “regional” adoption of handsets Make the messaging relevant
  • 8. Average number of hours per week spent with: Source: Microsoft Advertising Mobile Consumer Vertical Study - The Future of Mobile Advertising, Nov. 11, 2009
  • 9. SWEEPSTAKES MOBILE OPT-IN MOBILE SMS WEBSITE/ MOBILE CRM TEXT ALERTS TEXT TO WIN APPS MOBILE COUPON LANDING PAGE DATABASE REGISTRATION FACEBOOK WIDGETS AWARENESS ENGAGEMENT PERCEPTION ABOVE THE LINE MARKETING OBJECTIVES BELOW THE LINE MARKETING OBJECTIVES ACQUISITION/ LEAD GEN ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ LOYALTY ✓ ✓ ✓ ✓ ✓ ✓ ✓ RETENTION/ UPGRADE ✓ ✓ ✓ ✓ ✓ ✓
  • 11. Double Opt- in 1-way, 2- Opt-out way STOP Messaging HELP Carrier Certification Two forms of HELP Mobile Compliance Sarbanes 24-hour Oxley Timeout PII Data in Regional SMS & Compliance Mobile Web
  • 13. SMS subscription with user Print Opt-in selectable content preferences and user profile capture via Web or mobile opt-in page. All preference and profile data is captured for CRM analysis and targeted messaging. Mandee has created to date a database of over 150,000 SMS subscribers. Web Opt-in
  • 14. “Everyone receives the same offer” mobile promos or coupons can have unknown relevance when delivered • Smart Messaging integrates with data sources such as news, weather, finance, CRM consumer profile, inventory etc. instantly adding relevance • Smart alerts can know:  Who the customer is  Where they are  What’s happening around them The heat wave  When they want something continues here in LA!  Why they need or want it Cool off at lunch with an ice cold root beer Advantages to Smart Messaging: float, free with every Galaxy Meal purchase  Personalization and point-of-need relevance at any AstroBurger increases participation location. Code:34ru3  Time and place relevance increases participation Exp: 7/12/10  Contextually relevant messaging increases acquisition, conversion and loyalty
  • 15. Text STORE + your zip code to 44264 to receive a SMS coupon every month SMS Only Coupon: for 20% off your favorite fashions Contextually relevant coupon is delivered based on keyword + database Dressbarn: It’s a referencing with unique Dressbarn: Freezing in Database scorcher in Miami redemption code. warm NY today? Keep today! Keep cool with with with a wool STORE + your zip code to 44264 Weather breezy late summer sweater. 20% off all skirts. 20% off at any sweaters at any store. Stock Market store. Code t239r Exp. Code 34r39r Exp. Location Look Up 10/31/11 10/31/11 Product Inventory Consumer Profile Data Past Consumer Purchases Any Other Event or Data Sets Contextually relevant coupon STORE + 10507 delivered based on Sends coupon for sweaters keyword/zip referenced based on cold weather Database receives against weather database reading for opt-in zip code 62407 keyword opt-in and Store 33128 Dressbarn: Here’s By Weather delivers a coupon something special for based on external you to celebrate your events or birthday. Come into Miami information in the Dressbarn and get 20% off any item. Code f5mt database Exp. 5/31/11 By Consumer Profile Data Messages sent based on stored Text opt-in for either customer profile data with single coupon or to opt- unique redemption code. in to couponing alert group
  • 16. Text STORE + your zip code to 87812 to receive a SMS coupons every month 1 for 20% off your favorite 2011 fashions. CRM/DATA COMPONENT Ghiradelli Coupon 6 Get $1 off the deluxe 2 Ghiradelli Chocolate Square Sets.Exp:9/30/10 http://m.choc. mobi Msg & Data Rates May Apply 360° Mobile Coupon 5 Solution 3 $1 off Ghirardelli Squares Gift Sets Expires 10/25/10 4 Coupons with POS Redemption
  • 17. Pepsi Co India (Quaker Oats) Indians have genetic predisposition to heart disease Mobile app where users self identified their health/lifestyle profile for the CRM database via a “health quiz” on opt-in Regular alerts were sent with health tips, healthy recipes and diet plans according to their health profile segment 160,000 participants < 4 months
  • 19. mCommerce (mobile commerce) is the buying and selling of goods and services through wireless handheld devices such as cellular telephones, tablets etc.
  • 21. Scan a barcode Receive or send an SMS product info Product is keyword as and enter delivered to promoted in payment customer traditional details media 21
  • 23. Customer sees an The scan initiates a advertisement for Getitcard/Scanbuy Phillips in traditional landing page that 1 media (e.g billboard 2 includes product info )and decides to and a payment window “Scan´n Buy” or text to buy the shaver 3 The buyer enters their payment card details and Save 15% on the new Philips 7000 address sent shaver. Scan ´n Buy now or Bancore handles the by URL or text PHILIPS to 87812. transaction and email informs merchant with required information 4
  • 26. Steve Madden Mobile Site Evolution • Social marketing enablement added to mCommerce functionality • Uses Facebook “Like” functionality that is pasted to users Facebook wall • Enables viral product marketing tactics • Includes “You Might Like” engine to make buying experience even better • The addition of the social elements Increased traffic 30% in 24 hours • Using Metrics: shoes that get the most “likes” get special promotions focusing marketing on higher performing products to increase revenue • To drive people to use “Like” in mobile site, Steve Madden promotes functionality in their own Facebook page • Steve Madden recently launched its Facebook Commerce environment…it’s the mobile commerce site re-skinned within Facebook itself