Marketing Processes That Drive Results



                             Curtis Roberts
                             September, 2011
The Internet Changed Everything



      It changed the way
           buyers buy,
    and the way sellers sell.

      It changed the role of
        today’s promotions…


  Curtis Roberts
    Marketing                     A better path to sales.
Fact of life…


       “78% of all people read their mail over
         a trash can.”

        -USPS/DMA Survey



 Curtis Roberts
   Marketing                     A better path to sales.
66% of consumers responding to an
                   offline advertisement visited the
                   web site of the company
                   advertised or a search engine to
                   learn more, while only 14% called a
                   phone number from the
                   advertisement, the survey says.
                                      Source: Jupiter Research




Curtis Roberts
  Marketing                         A better path to sales.
Track, Analyze and Improve Marketing ROI




  Curtis Roberts
  The goal of Cross Media is to connect your current promotional touch points
     Marketing
  with a robust relationship building and response measurement process. sales.
                                                         A better path to
Today’s Tactical Marcom-Dynamic Push & Pull

                  Real Time Interaction                     Conversion
                                                              Tactics          The “Sale”
  Outbound             24 x 7 x 365          Inbound
  Attraction           Engagement          Engagement      •
                                                           •Thank you        •Trial
                       •Face to Face
• Direct Sales         •Telephone                          • Welcome         •Brand Loyalty
• Television           •Social Media      •Home Page       • Abandon Cart    •Clicks
• Magazines            •SMS               •SEO             • Loyalty-Clubs   •Buyer Data
• Newspaper            •MMS               •SMO             • Reactivate      •Dealer POS
• Radio                •Blogs             •Cookies         • Event Promo
                                                                             •Proposals
• Direct Mail                             •Referrals       • Multi-Sponsor
                                                           • Pen Pals        •1st Dollar
• Telemarketing                           • Local Visit
• In-store                                                 • Reviews         •Cross Sell
                                          • Sales Pres.
•Email                  Technology
                                          • Email          • Referrals       •Multi-Buyers
• Mobile/QR              Searches
                                          • Mobile         • Pre-Event       •New Prospect
• Trans Promo           Phone/Web
                                          • PURL           • Dynamic Web     •Request Info
                                          • Micro Sites                      •Like/Vote
                                                                             •Webinar Etc…

                           Connecting old events with consumers’/retailers’ preferences.

    Curtis Roberts
      Marketing                                                 A better path to sales.
Design Campaigns to Fit Strategic Goals
Modern Day Touch Point Chart
  MarComm            Direct       Email       Trans       Social      Mobile     Cross      Retail     Paid       PR/
   Tactics            Mail                    Promo       Media        SMS       Media       POP       Adv.      Event
Timing               Monthly      Weekly      Monthly     On-Going    Weekly       Qtr.     Daily       Qtr.       Bi-
                                                                                                                 Annual
TP Existing Cust.   Med-High     Low-Med      Lo.-Med      Med.        Med        High       Med        Low       Med
Conversion
TP New Cust.         Lo.-Med     Med.-Lo.       Low        Med.         Low       Med        High      High       High
Conversion
Purpose/Goal        Direct/RFM   Segment      Cross/Up     Brand      Segment      Data     Retail      TOM      Public
                       Sales       ROI         Sell ROI   Relations     ROI      LTV/ROI     ROI       Traffic   Image

Investment          Expensive       Low         Med        Low/Hi      Med.       Med.       High      High       High
(Human/Financial)                                          Human
Personalized           High        Med          Med         High       High       High        Lo         Lo      Med.
Potential

Opportunity           Mail       Consistent   Lo. Cost     Reach      Interact   Personal   Traffic    Image     Image
                     Moment       Contact     Delivery     Unique      Reach     Measure    Driver     Cover     1x Sale

Challenge           Declining     Delivery    Time to     Convert     Delivery   Tactics    Store      Data       Freq.
                     RRs%         Lo. RR%      Read                              Timing     Only       ROI       Traffic

Winbook’s              Full         Full        Full      Dynamic     Tactical     Full     Prod.      Web       RSVP
Capabilities         Service      Service     Service      Pages      Delivery   Service    Fullfill   Resp.     Print
Modern Day Digital Mktg. Management
                                                                                   Supply Chain
                                    Front End                                        Network
                             Strategy, Design & Layout
      Connectivity
      Rules & Logic


      Data



                                                     Operations & Mktg. Delivery




                                    API Production Servers




                   Customers &                          WinSource
                 Remote Employees                        PMS Store Front,
                                                     Warehouse, Distribution
                                                     & Procurement Platform

Curtis Roberts
  Marketing                                                    A better path to sales.
Integrated Marketing Campaign Solution

                                                           Database
                                           5                Sales &
                                                           Marketing
                                    Direct Sales Call                               1
                                                                         Postcard & Email Campaign
   Ed just
                        4                                                      – Mass-media
   visited your
   ca
                  Alerts To Sales


                                        Customized                                          2
                                      Thank You Pages
                                      Emails or Letters                             Personalized URL
                                                                                    response channel
                              Responses
                               Saved in                       3                www.JohnSmith.domain.com

                              Database
                                                          Personalized
                                                          Survey Page
                            Real-time Campaign             With Info
                            Dashboard                       Filled In




Curtis Roberts
 Marketing                                                                 A path to better sales.
A Best Practice Web Analytics Process
                                                                                        Email
                             User
                           Interface

                                                                                        Web




                                   Campaign Elements
             Transaction           •   Template                                       Direct Mail
               History             •   Static Graphics
                                   •   Static Copy
                Data
                                   •   Offers
                                                                                      Call Centerl

                                                         Reactive   Channel
                 Browse/                                 Campaign   Delivery
                 Survey                                    Files    Vendors
                  Data
                                                                                        Retail



                                   Dynamic
                 Dynamic           Content
                 Content           Rules
                   Data                                                                Mobile
                                   Engine


Curtis Roberts
 Marketing                                                                A path to better sales.
How to align with today’s Marcom…



       1. Reaching the right prospects: Who are your main
          consumer segments? RFM Models/Personas
       2. At the right time: Timing of tactical events?
       3. In a method, the market understands: What touch
          points to deliver your Unique “Why”?
       4. Measuring Tactics: How do you determine success?
       5. Managing Promotions and Delivery Costs:
          What are your data base, promotions, fulfillment and
          inventory goals, strategies and tactics?




  Curtis Roberts
   Marketing                                              A path to better sales.
Leverage your demographics
Creating Customer Personas!

 • What you know
   about your target:
    – David Scott
    – Businessman             David Scott
                              Operations Manager
    – 38, married,            123 Highway, Suite 456
        father                Boston, MA 02111


    – Has leased a SUV
        3 years ago
    – Loves outdoor
        activities
  Curtis Roberts
    Marketing                                          A better path to sales.
Dynamic Content Delivery: 1:1 Connection




  Curtis Roberts
    Marketing                          A better path to sales.
Demographic Overlays BTC


           These demographic elements have been analyzed individually and the
           results are presented in subsequent pages. Values/Ranges that constitute
           at least 1% of your customer base are included in the tables, and those with
           the penetration indexes of 120 or higher are highlighted. For demographic
           attributes having more than 8 categories, only the top 8 categories will be
           illustrated.

           • Region                   • Gender                    • Mail Responsive Buyer
           • SCF (3 Digit Zip Code)   • Home Equity Available     • Mail Responsive Donor
           • AccuScore Zip4 Model     • Home Ownership            • Marital Status
           • Adults in Household      • Home Sale Price - Range   • Median Home Value
           • Age                      • Home Square Footage Range Networth
                                                                  •
           • Child Ages               • Household Income          • Number of Children Present
           • Credit Card              • Household Occupation Code • Equifax SuperNiche Group
           • Direct Mail Responder    • Household Type            • Interests
           • Dwelling Type            • IPA Cluster Code          • Prizm NE HH
           • Ethnic Code              • Length of Residence




Curtis Roberts
  Marketing                                                          A better path to sales.
Who are my customers? BTC

           Customers
           Records Uploaded                   86,145
           Total Records Matched              53,553
           Unique Records Matched             53,542

           Match Rate                            62%


           Your customers are most highly concentrated in these demographic segments


           Demographic                           Value/Range                                         Percent
           Region                                South Atlantic: DE, FL, GA, MD, NC, SC, VA, DC, &   100%
           Home Ownership                        Definite owner                                      68%
           IPA Cluster Code                      0-24,999                                            66%
           Dwelling Type                         Single                                              61%
           Median Home Value                     $50K - $100K                                        60%
           Gender                                Male                                                52%
           Networth                              Less than $25,000                                   50%
           Direct Mail Responder                 Double/Multiple                                     47%
           Mail Responsive Buyer                 Multiple mail buyer                                 45%
           Adults in Household                   One Adult                                           45%




Curtis Roberts
  Marketing                                                            A better path to sales.
Demographic Overlays BTB



      These demographic elements have been analyzed individually and the
      results are presented in subsequent pages. Values/Ranges that constitute
      at least 1% of your customer base are included in the tables, and those with
      the penetration indexes of 120 or higher are highlighted. For demographic
      attributes having more than 8 categories, only the top 8 categories will be
      illustrated.

            • Region                   • Location Type             • SIC2 Code
            • SCF (3 Digit Zip Code)   • Minority Owned Business   • SIC4 Code
            • Annual Sales             • Non-Profit Businesses     • SOHO
            • Biz Selects              • Owner -Renter             • Website URL Present
            • Employees                • Owner Gender              • Years in Business
            • Legal Status             • SIC Division




Curtis Roberts
  Marketing                                                         A better path to sales.
Who are my customers? BTB

            Customers
            Records Uploaded                           33,169
            Total Records Matched                      29,950
            Unique Records Matched                     29,950

            Match Rate                                   90%



            Your customers are most highly concentrated in these demographic segments
            Demographic                                   Value/Range                               Percent
            Non-Profit Businesses                         Profit                                     90%
            Location Type                                 Single Location                            90%
            Minority Owned Business                       Not Minority Owned                         86%
            Website URL Present                           Only records with available website url    75%
            Biz Selects                                   B2C                                        75%
            SIC Division                                  Retail Trade                               72%
            Annual Sales                                  Under $500,000                             59%
            Owner Gender                                  Male                                       54%
            Employees                                     1 - 4 Employees                            52%
            Legal Status                                  Corporation                                39%




Curtis Roberts
  Marketing                                                                     A better path to sales.
Business addresses with email that are highly searchable…
Main SMM Take-Aways

                 1. The message and type of media used needs to match the intended
                    target audience.

                 2. The marketing objective and strategy needs to be defined and well
                    thought out.

                 3. Regardless of the type of media used, measurement metrics should
                    be used to determine effectiveness and value.

                 4. Social media is not necessarily a replacement of traditional media
                    channels, but rather a means in which to develop a closer
                    relationship to your customers. Unlike traditional media, web 2.0
                    & social media provides for a two-way communication channel that
                    empowers the users/customers in a manner that can directly
                    influence how vendors promote their products/services and how
                    they communicate their brand and messaging.

Curtis Roberts
  Marketing                                               A better path to sales.
Call-to-Action


             Find out if your target audience (community) is communicating
             through social media channels.

             Gain an understanding of the various social media methods and decide
             which method is right for you and your business.

             Engage in the communication; respond in a positive manner that
             demonstrates thought leadership.

             Continually monitor the balance of your use of traditional and social
             media methods to ensure that you are promoting your brand/message
             but the most effective means.




 Curtis Roberts
   Marketing                                            A better path to sales.
Looking at Social Media-Facebook

                 • Set-up pages, not profiles with Open Engagement on the wall
                 • Fans like your page because they want special offers
                  and likes your brand.
                 • Keep posts fresh, try different things (Video, Blogs, Questions)
                 • Facebook algorithm called EdgeRank that determines what
                  posts actually gets shown to whom
                 • Rankings based upon interactions (comments,shares,likes)/time
                 • Use targeted advertising instead of Promotional Posts
                 • The Wall is a place to build a sense of community, not promote
                 • Have call-to-action links and tab pages.
                 • Create engaging, shareable, remarkable content

Curtis Roberts
  Marketing                                              A better path to sales.
Impact on Social Media….
           Using our PURL “snippets”:
         • Track respondents coming to the campaign via the major social media
                  (Facebook, LinkedIn and Twitter)
         • Know which respondents are responsible for the incoming traffic.
         • Creates insight into “Top Influencers” in your mailing




Curtis Roberts
  Marketing                                               A better path to sales.
Not only how many but who….




Curtis Roberts
  Marketing                   A better path to sales.
How to improve response rates?

           • Step 1 - Basic Personalization –
             Attract the interest of the reader
                 – (Personalization) – Design the email and mail
                   pieces as though it were sent only to the
                   addressee using specific reference to something
                   you already know about the individual.
                 – E.g. names, personal facts and graphics within the
                   piece

           • Step 2 - Personalized URLs - Obtain a response
                 – (Purl) – Response channel that produced on the
                   delivery media and applied to emails that drives
                   the recipient to their personalized landing page.

Curtis Roberts
  Marketing                                     A better path to sales.
Direct Mail, E-Mail or Web Templates

                                  Version Graphic
                                                                  Static/Graphic
    Each section of the
    template can be defined
    by two fields:

    Content Type                                            Content Matrix/Graphic
    •Static
    •Dynamic rule driven
    •Content matrix
                       Dynamic Rule Driven
    Field Type         /Graphic
    •Text                                                           Static/Graphic
    •Graphic
                    Static/Text




Curtis Roberts
  Marketing                                         A better path to sales.
Using data wisely….


            Basic Personalization
                                    Generic Image



                Generic URL          Visit www.starcars.com to schedule a test drive




          Leverage your data




   Curtis Roberts
     Marketing                                              A better path to sales.
Another fact of life…

          • Companies that utilize relevant graphics
            and text can see a 2-5 x lift in response
            rates

                         PODi – The Digital Printing Initiative




 Curtis Roberts
   Marketing                             A better path to sales.
Personalized URLs-Microsites
                         WWW.DaveScott.StarCars.com

                            • Engage respondent with
                              relevant content in
                              direct mail, including a
                              personalized URL
                            • Capture online response
                            • Continue “personal”
                              conversation online
                            • Generate highly qualified
                              leads
                            • Convert Leads through
                              all media channels
                            • Connect Landing Pages
                               with social media mktg.

 Curtis Roberts
   Marketing                 A better path to sales.
Automated Follow-up to Respondents

                                       Customized content
                                       delivered via email
                                       keeps customers
                                       active and engaged.




                         •   Automatically triggered follow-up
                             email to each respondent
                         •   Variable content determined by
                             survey responses
                         •   Continued personalized
                             communication solidifies the
                             relationship


  Curtis Roberts
    Marketing                          A better path to sales.
Automated Lead Distribution

                                       Carolyn
                                       Sample just
                                       responded
                                       to your
                                       campaign




                                                      Steve Salesperson,
                                                      Carolyn Sample just responded to
                                                      your campaign.
                                                      Contact information:
                                                       123 Anystreet, USA
                                                       (555)547-1234
                                                      Survey Results:
                                                       May I call you to discuss? Yes
                   React immediately to leads
                   Distributed via email or PDA/cell phone
                   Less need for cold-calling

 Curtis Roberts
   Marketing                                         A better path to sales.
Campaign Reporting and Analytics

                                    All visits and online
                                     activities are tracked
                                    Reports to help “fine
                                     tune” your marketing
                                    Automated data delivery




Curtis Roberts
  Marketing                              A better path to sales.
Attract          Interact   React

                                    Carolyn
                                    Sample just
                                    responded
                                    to your
                                    campaign




Curtis Roberts
  Marketing                               A better path to sales.
Bank Cross Selling Campaign




                   PURL: www.JohnDoe.LWCBanc.com
                  Email: JohnSample@LWCbanc.com
Curtis Roberts                Password: XKDTA3
  Marketing                                  A better path to sales.
Pre-Event Multi Touch Promotion




                 www.JohnSample.WineRewards.com/demo

Curtis Roberts
  Marketing                                 A better path to sales.
Helping you do direct mail better…



   • Existing Winbrook Customer

   • Challenged with Ineffective DM

   • Winbrook Proposed Cross Media

   • Created new channel for BTB leads




                       www.JohnSample.SunPowerPays.com/demo9

 Curtis Roberts
   Marketing                                  A better path to sales.
Admissions Integrated Mktg. Campaign
                                 • Could not measure or track mail
                                 • Campaigns not generating leads
                                 • Looking to capture student needs
                                 • Most successful direct mail ever
                                 • Site received 3.60% response
                                 • 761 quality leads from one mailer




                     http://www.JohnSample.gowinbrook.com/demo1
 Curtis Roberts
   Marketing                                   A better path to sales.
Actionable Information




                   http://CurtisRoberts.MyUSTAeastern.com/demo3
Curtis Roberts
  Marketing                                   A better path to sales.
Event Personalization & RSVP


                                                  • 1,200 bi-monthly mailer
                                                  • 50% Increase in RSVP
                                                     Attendance over last year
                                                  • Two variable versions
                                                  • Imbedded personalization




                 • The automated process managed RSVPs immediately.
                 • They had the best attendance of the events in recent years.
                 • Had a waiting list in a very tight 2008-2009 economy.

Curtis Roberts
  Marketing                                         A better path to sales.

Integrating Marketing Innovation

  • 1.
    Marketing Processes ThatDrive Results Curtis Roberts September, 2011
  • 2.
    The Internet ChangedEverything It changed the way buyers buy, and the way sellers sell. It changed the role of today’s promotions… Curtis Roberts Marketing A better path to sales.
  • 3.
    Fact of life… “78% of all people read their mail over a trash can.” -USPS/DMA Survey Curtis Roberts Marketing A better path to sales.
  • 4.
    66% of consumersresponding to an offline advertisement visited the web site of the company advertised or a search engine to learn more, while only 14% called a phone number from the advertisement, the survey says. Source: Jupiter Research Curtis Roberts Marketing A better path to sales.
  • 5.
    Track, Analyze andImprove Marketing ROI Curtis Roberts The goal of Cross Media is to connect your current promotional touch points Marketing with a robust relationship building and response measurement process. sales. A better path to
  • 6.
    Today’s Tactical Marcom-DynamicPush & Pull Real Time Interaction Conversion Tactics The “Sale” Outbound 24 x 7 x 365 Inbound Attraction Engagement Engagement • •Thank you •Trial •Face to Face • Direct Sales •Telephone • Welcome •Brand Loyalty • Television •Social Media •Home Page • Abandon Cart •Clicks • Magazines •SMS •SEO • Loyalty-Clubs •Buyer Data • Newspaper •MMS •SMO • Reactivate •Dealer POS • Radio •Blogs •Cookies • Event Promo •Proposals • Direct Mail •Referrals • Multi-Sponsor • Pen Pals •1st Dollar • Telemarketing • Local Visit • In-store • Reviews •Cross Sell • Sales Pres. •Email Technology • Email • Referrals •Multi-Buyers • Mobile/QR Searches • Mobile • Pre-Event •New Prospect • Trans Promo Phone/Web • PURL • Dynamic Web •Request Info • Micro Sites •Like/Vote •Webinar Etc… Connecting old events with consumers’/retailers’ preferences. Curtis Roberts Marketing A better path to sales.
  • 7.
    Design Campaigns toFit Strategic Goals
  • 8.
    Modern Day TouchPoint Chart MarComm Direct Email Trans Social Mobile Cross Retail Paid PR/ Tactics Mail Promo Media SMS Media POP Adv. Event Timing Monthly Weekly Monthly On-Going Weekly Qtr. Daily Qtr. Bi- Annual TP Existing Cust. Med-High Low-Med Lo.-Med Med. Med High Med Low Med Conversion TP New Cust. Lo.-Med Med.-Lo. Low Med. Low Med High High High Conversion Purpose/Goal Direct/RFM Segment Cross/Up Brand Segment Data Retail TOM Public Sales ROI Sell ROI Relations ROI LTV/ROI ROI Traffic Image Investment Expensive Low Med Low/Hi Med. Med. High High High (Human/Financial) Human Personalized High Med Med High High High Lo Lo Med. Potential Opportunity Mail Consistent Lo. Cost Reach Interact Personal Traffic Image Image Moment Contact Delivery Unique Reach Measure Driver Cover 1x Sale Challenge Declining Delivery Time to Convert Delivery Tactics Store Data Freq. RRs% Lo. RR% Read Timing Only ROI Traffic Winbook’s Full Full Full Dynamic Tactical Full Prod. Web RSVP Capabilities Service Service Service Pages Delivery Service Fullfill Resp. Print
  • 9.
    Modern Day DigitalMktg. Management Supply Chain Front End Network Strategy, Design & Layout Connectivity Rules & Logic Data Operations & Mktg. Delivery API Production Servers Customers & WinSource Remote Employees PMS Store Front, Warehouse, Distribution & Procurement Platform Curtis Roberts Marketing A better path to sales.
  • 10.
    Integrated Marketing CampaignSolution Database 5 Sales & Marketing Direct Sales Call 1 Postcard & Email Campaign Ed just 4 – Mass-media visited your ca Alerts To Sales Customized 2 Thank You Pages Emails or Letters Personalized URL response channel Responses Saved in 3 www.JohnSmith.domain.com Database Personalized Survey Page Real-time Campaign With Info Dashboard Filled In Curtis Roberts Marketing A path to better sales.
  • 11.
    A Best PracticeWeb Analytics Process Email User Interface Web Campaign Elements Transaction • Template Direct Mail History • Static Graphics • Static Copy Data • Offers Call Centerl Reactive Channel Browse/ Campaign Delivery Survey Files Vendors Data Retail Dynamic Dynamic Content Content Rules Data Mobile Engine Curtis Roberts Marketing A path to better sales.
  • 12.
    How to alignwith today’s Marcom… 1. Reaching the right prospects: Who are your main consumer segments? RFM Models/Personas 2. At the right time: Timing of tactical events? 3. In a method, the market understands: What touch points to deliver your Unique “Why”? 4. Measuring Tactics: How do you determine success? 5. Managing Promotions and Delivery Costs: What are your data base, promotions, fulfillment and inventory goals, strategies and tactics? Curtis Roberts Marketing A path to better sales.
  • 13.
    Leverage your demographics CreatingCustomer Personas! • What you know about your target: – David Scott – Businessman David Scott Operations Manager – 38, married, 123 Highway, Suite 456 father Boston, MA 02111 – Has leased a SUV 3 years ago – Loves outdoor activities Curtis Roberts Marketing A better path to sales.
  • 14.
    Dynamic Content Delivery:1:1 Connection Curtis Roberts Marketing A better path to sales.
  • 15.
    Demographic Overlays BTC These demographic elements have been analyzed individually and the results are presented in subsequent pages. Values/Ranges that constitute at least 1% of your customer base are included in the tables, and those with the penetration indexes of 120 or higher are highlighted. For demographic attributes having more than 8 categories, only the top 8 categories will be illustrated. • Region • Gender • Mail Responsive Buyer • SCF (3 Digit Zip Code) • Home Equity Available • Mail Responsive Donor • AccuScore Zip4 Model • Home Ownership • Marital Status • Adults in Household • Home Sale Price - Range • Median Home Value • Age • Home Square Footage Range Networth • • Child Ages • Household Income • Number of Children Present • Credit Card • Household Occupation Code • Equifax SuperNiche Group • Direct Mail Responder • Household Type • Interests • Dwelling Type • IPA Cluster Code • Prizm NE HH • Ethnic Code • Length of Residence Curtis Roberts Marketing A better path to sales.
  • 16.
    Who are mycustomers? BTC Customers Records Uploaded 86,145 Total Records Matched 53,553 Unique Records Matched 53,542 Match Rate 62% Your customers are most highly concentrated in these demographic segments Demographic Value/Range Percent Region South Atlantic: DE, FL, GA, MD, NC, SC, VA, DC, & 100% Home Ownership Definite owner 68% IPA Cluster Code 0-24,999 66% Dwelling Type Single 61% Median Home Value $50K - $100K 60% Gender Male 52% Networth Less than $25,000 50% Direct Mail Responder Double/Multiple 47% Mail Responsive Buyer Multiple mail buyer 45% Adults in Household One Adult 45% Curtis Roberts Marketing A better path to sales.
  • 17.
    Demographic Overlays BTB These demographic elements have been analyzed individually and the results are presented in subsequent pages. Values/Ranges that constitute at least 1% of your customer base are included in the tables, and those with the penetration indexes of 120 or higher are highlighted. For demographic attributes having more than 8 categories, only the top 8 categories will be illustrated. • Region • Location Type • SIC2 Code • SCF (3 Digit Zip Code) • Minority Owned Business • SIC4 Code • Annual Sales • Non-Profit Businesses • SOHO • Biz Selects • Owner -Renter • Website URL Present • Employees • Owner Gender • Years in Business • Legal Status • SIC Division Curtis Roberts Marketing A better path to sales.
  • 18.
    Who are mycustomers? BTB Customers Records Uploaded 33,169 Total Records Matched 29,950 Unique Records Matched 29,950 Match Rate 90% Your customers are most highly concentrated in these demographic segments Demographic Value/Range Percent Non-Profit Businesses Profit 90% Location Type Single Location 90% Minority Owned Business Not Minority Owned 86% Website URL Present Only records with available website url 75% Biz Selects B2C 75% SIC Division Retail Trade 72% Annual Sales Under $500,000 59% Owner Gender Male 54% Employees 1 - 4 Employees 52% Legal Status Corporation 39% Curtis Roberts Marketing A better path to sales.
  • 19.
    Business addresses withemail that are highly searchable…
  • 20.
    Main SMM Take-Aways 1. The message and type of media used needs to match the intended target audience. 2. The marketing objective and strategy needs to be defined and well thought out. 3. Regardless of the type of media used, measurement metrics should be used to determine effectiveness and value. 4. Social media is not necessarily a replacement of traditional media channels, but rather a means in which to develop a closer relationship to your customers. Unlike traditional media, web 2.0 & social media provides for a two-way communication channel that empowers the users/customers in a manner that can directly influence how vendors promote their products/services and how they communicate their brand and messaging. Curtis Roberts Marketing A better path to sales.
  • 21.
    Call-to-Action Find out if your target audience (community) is communicating through social media channels. Gain an understanding of the various social media methods and decide which method is right for you and your business. Engage in the communication; respond in a positive manner that demonstrates thought leadership. Continually monitor the balance of your use of traditional and social media methods to ensure that you are promoting your brand/message but the most effective means. Curtis Roberts Marketing A better path to sales.
  • 22.
    Looking at SocialMedia-Facebook • Set-up pages, not profiles with Open Engagement on the wall • Fans like your page because they want special offers and likes your brand. • Keep posts fresh, try different things (Video, Blogs, Questions) • Facebook algorithm called EdgeRank that determines what posts actually gets shown to whom • Rankings based upon interactions (comments,shares,likes)/time • Use targeted advertising instead of Promotional Posts • The Wall is a place to build a sense of community, not promote • Have call-to-action links and tab pages. • Create engaging, shareable, remarkable content Curtis Roberts Marketing A better path to sales.
  • 23.
    Impact on SocialMedia…. Using our PURL “snippets”: • Track respondents coming to the campaign via the major social media (Facebook, LinkedIn and Twitter) • Know which respondents are responsible for the incoming traffic. • Creates insight into “Top Influencers” in your mailing Curtis Roberts Marketing A better path to sales.
  • 24.
    Not only howmany but who…. Curtis Roberts Marketing A better path to sales.
  • 25.
    How to improveresponse rates? • Step 1 - Basic Personalization – Attract the interest of the reader – (Personalization) – Design the email and mail pieces as though it were sent only to the addressee using specific reference to something you already know about the individual. – E.g. names, personal facts and graphics within the piece • Step 2 - Personalized URLs - Obtain a response – (Purl) – Response channel that produced on the delivery media and applied to emails that drives the recipient to their personalized landing page. Curtis Roberts Marketing A better path to sales.
  • 26.
    Direct Mail, E-Mailor Web Templates Version Graphic Static/Graphic Each section of the template can be defined by two fields: Content Type Content Matrix/Graphic •Static •Dynamic rule driven •Content matrix Dynamic Rule Driven Field Type /Graphic •Text Static/Graphic •Graphic Static/Text Curtis Roberts Marketing A better path to sales.
  • 27.
    Using data wisely…. Basic Personalization Generic Image Generic URL Visit www.starcars.com to schedule a test drive Leverage your data Curtis Roberts Marketing A better path to sales.
  • 28.
    Another fact oflife… • Companies that utilize relevant graphics and text can see a 2-5 x lift in response rates PODi – The Digital Printing Initiative Curtis Roberts Marketing A better path to sales.
  • 29.
    Personalized URLs-Microsites WWW.DaveScott.StarCars.com • Engage respondent with relevant content in direct mail, including a personalized URL • Capture online response • Continue “personal” conversation online • Generate highly qualified leads • Convert Leads through all media channels • Connect Landing Pages with social media mktg. Curtis Roberts Marketing A better path to sales.
  • 30.
    Automated Follow-up toRespondents Customized content delivered via email keeps customers active and engaged. • Automatically triggered follow-up email to each respondent • Variable content determined by survey responses • Continued personalized communication solidifies the relationship Curtis Roberts Marketing A better path to sales.
  • 31.
    Automated Lead Distribution Carolyn Sample just responded to your campaign Steve Salesperson, Carolyn Sample just responded to your campaign. Contact information: 123 Anystreet, USA (555)547-1234 Survey Results: May I call you to discuss? Yes  React immediately to leads  Distributed via email or PDA/cell phone  Less need for cold-calling Curtis Roberts Marketing A better path to sales.
  • 32.
    Campaign Reporting andAnalytics  All visits and online activities are tracked  Reports to help “fine tune” your marketing  Automated data delivery Curtis Roberts Marketing A better path to sales.
  • 33.
    Attract Interact React Carolyn Sample just responded to your campaign Curtis Roberts Marketing A better path to sales.
  • 34.
    Bank Cross SellingCampaign PURL: www.JohnDoe.LWCBanc.com Email: JohnSample@LWCbanc.com Curtis Roberts Password: XKDTA3 Marketing A better path to sales.
  • 35.
    Pre-Event Multi TouchPromotion www.JohnSample.WineRewards.com/demo Curtis Roberts Marketing A better path to sales.
  • 36.
    Helping you dodirect mail better… • Existing Winbrook Customer • Challenged with Ineffective DM • Winbrook Proposed Cross Media • Created new channel for BTB leads www.JohnSample.SunPowerPays.com/demo9 Curtis Roberts Marketing A better path to sales.
  • 37.
    Admissions Integrated Mktg.Campaign • Could not measure or track mail • Campaigns not generating leads • Looking to capture student needs • Most successful direct mail ever • Site received 3.60% response • 761 quality leads from one mailer http://www.JohnSample.gowinbrook.com/demo1 Curtis Roberts Marketing A better path to sales.
  • 38.
    Actionable Information http://CurtisRoberts.MyUSTAeastern.com/demo3 Curtis Roberts Marketing A better path to sales.
  • 39.
    Event Personalization &RSVP • 1,200 bi-monthly mailer • 50% Increase in RSVP Attendance over last year • Two variable versions • Imbedded personalization • The automated process managed RSVPs immediately. • They had the best attendance of the events in recent years. • Had a waiting list in a very tight 2008-2009 economy. Curtis Roberts Marketing A better path to sales.