Learn why real-time data is more important than ever for marketers, and explore Invoca's real-time capabilities with helpful use cases.

2. Mastering the Hand-off
Marketing to Agent Success
#InvocaSummit 2

3. #InvocaSummit 3
Real-Time Intros
Nathan Ziv
Sr. Director of Product Management
James Resetco
Technical Solutions Manager
Real-Time Automation

4. #InvocaSummit 4
Real-Time Automation
Why Real-time?
More information and data sources available in real-time than ever!
• On-call Data
• Online Marketing Software Data
• Third-Party Data
• Call Center and Agent Data

5. #InvocaSummit 5
Agenda
● Invoca’s Real-Time Capabilities
● Example of Real-Time in Action
● Real-Time Use Cases
● Real-Time Learnings from Whitepages
● Q&A
Real-Time Automation

6. #InvocaSummit 6
Invoca’s Real-Time Capabilities
Real-Time Automation

7. #InvocaSummit 7
Agenda
● Invoca’s Real-Time Capabilities
● Example of Real-Time in Action
● Real-Time Use Cases
● Real-Time Learnings from Whitepages
● Q&A
Real-Time Automation

8. #InvocaSummit 8
Real-Time Automation

9. #InvocaSummit 9
Agenda
● Invoca’s Real-Time Capabilities
● Example of Real-Time in Action
● Real-Time Use Cases
● Real-Time Learnings from Whitepages
● Q&A
Real-Time Automation

10. #InvocaSummit 10
Real-Time Use Cases
In-call Actions:
● Marketing Source
● Time of Day
● Geo Locations
● Etc.
Real-Time Automation

11. #InvocaSummit 11
Real-Time Use Cases
Pre-call Actions:
● Data Management
Platforms (DMPs)
● Customer Relationship
Platforms (CRMs)
● Client Database Dipping
Real-Time Automation

12. #InvocaSummit 12
Real-Time Use Cases
Leveraging native Invoca integrations with Enhanced Caller Profile providers
Real-Time Automation

13. #InvocaSummit 13
Agenda
● Invoca’s Real-Time Capabilities
● Example of Real-Time in Action
● Real-Time Use Cases
● Real-Time Learnings from Whitepages
● Q&A
Real-Time Automation

14. #InvocaSummit 14
Real-Time Learnings from Whitepages
Randy Bourgeois
Director, Marketing and Lead Generation Practice,
Whitepages Pro
Jordan Reynolds
Director, Technology Practice,
Whitepages Pro
Real-Time Automation

15. - Name
- Age range
- Gender
- Linked to address
ABOUT THE PERSON
- Carrier
- Line type
- DNC
- Prepaid phone
- Valid phone
- Connected phone
- Spam level
ABOUT THE PHONE
ABOUT THE ADDRESS
- Current address
- Residential or business
- Single or multi-family
- Receiving mail
- USPS standardized address
- Delivery point
- LAT/LONG
- Associated members
- Historic addresses
ADVANCED INSIGHTS

16. #InvocaSummit 16
Agenda
● Invoca’s Real-Time Capabilities
● Example of Real-Time in Action
● Real-Time Use Cases
● Real-Time Learnings from Whitepages
● Q&A
Real-Time Automation

17. #InvocaSummit 17
Q&A
Real-Time Automation