This document introduces MOBIO's customer data platform (CDP) and customer engagement management (CEM) solutions. It defines what a CDP is and its benefits. It then discusses MOBIO's background, products, and services. MOBIO's CDP centralizes customer data from various sources to provide a single customer view. Its solutions help optimize the customer journey across marketing, sales, and service to increase customer retention and lifetime value. The document provides an overview of MOBIO's features for data management, segmentation, campaign management, and integration with other systems.

1. MOBIO
CDP & CEM PLATFORM
Introduction to
MOBIO © 2022 Copyright
Transform Your Company
Into A Data-Driven Business

2. Content in this slide
1. What is CDP and why it matters?
2. Business’s objective & challenges
3. About MOBIO: background, product & services, trusted tenants
4. Introduce MOBIO Solution: data to make a better customer journey
5. Deep dive in features
+ MOBIO CDP
+ MOBIO Marketing
+ MOBIO Sales
+ MOBIO Service
6. Customer Success Case Study

3. CDP
CDP is packaged software, usually
bought and controlled by business
users, most often in marketing.
Source: CDPI
A CDP is a marketing technology that
unifies a company’s customer data
from marketing and other channels to
enable customer modeling and to
optimize the timing and targeting of
messages and offers.
Source: Gartner
What is CDP? And why it matters?
Customer Data Platform
A CDP is a piece of marketing
technology with a handful of tools that
make it easier for your digital-first
marketing team to manage and pull
insights from customer data.
Source: Salesforce
Source: Chiefmartec

4. Features of a CDP according to Gartner

5. Operation CDP Analytics Campaign Delivery
Data CDP
Analytics CDP
Campaign CDP
Delivery CDP
Operation CDP =
. . . . . . . . . . . . . . .
MOBIO CDP
Types of CDP. What is Operation CDP?
Sources: CDP Institute Southeast Asia

6. Business’s objectives & challenges
Objectives: Digital Transformation
Data-driven
Marketing/Business
- Advance marketing
capabilities
- Data centralization
- Customer-centric
campaign
- Personalization & Real-time
messages
- Gain & use Customer
insights
Increase ROI, CR
- Frictionless customer
experience
- Website, mobile app
optimization
- Automation marketing
campaign
- Better CX
Long-term loyalty
- Loyalty optimization
- Easy-to-adapt loyalty
program
- Customer-centric
campaign
- Better, faster customer
service and customer
response
Data silos
Fragment
customer experience
High acquisition rate
Hard to convert
anonymous visitors
High bounce rate Low conversion rate
Ads dependency
Unmeasurable
Challenges
Automation
- Marketing - Sales - Services
automation process
- Automation tools
implementation
- Strategic segmentation
- End-to-end customer
journey
- Marketing performance
measurable

7. About MOBIO: Operation CDP for Business
50+
Customers
5+
Years of experience
~100
Product developers
7
Bank & Financial
Services
20+
Other industries
3
Enterprises &
Corporations
Company Background
Trusted Customers
Investors:
Hanoi
HCM City
Enterprises & Firms Operation CDP

8. Introduce MOBIO Solution: O2O Customer Acquisition
Website
Mobile
Call Center
Store
Social
Email
Customer Acquisition
• Web live chat
• Website behavior
• Web push
• Mobile App
• Mobile behavior
• In-app push
• Inbound Call
• Outbound Call
• Transaction
• Wifi
• IOT
• Profile ID
• Interaction
• Behavior
• Inbound email
(Newsletter, Offer, Noti)
• Outbound email (Ads)

9. Data in
Zero, 1st
, 2nd
& 3rd
party
Operation CDP
Complete Marketing – Sales – Service cycle
with CDP at heart
O2O Collection Manage & Activation Integration
Website
Mobile
POS
IOT
Social
CRM
Database
Ads
Data Destination
Analytics
BI tools
Outbound ads
CRM
Report
How data processes in MOBIO CDP
Data Warehouse
Data Visualization

10. Awareness Consideration Acquisition Service Loyalty
Our product: MOBIO Operation CDP for Business
Marketing
Features
Sale Features
Services
Features
MOBIO Customer Data Platform
Data Centralization Profile Unification Customer 360 View Dynamic Segmentation
Journey Builder Email Marketing Trigger Campaign
Popup / Banner Omnichannel Personalization
Sales Pipeline Deal Automation Task Manager
Lead Distribution Product Library
KPI Manager
Social
Management
Ticket
Survey
Chat Call Center Loyalty
> > > >

11. >
Data
Centralization
Profile
Unification
Customer
Segmentation
Business
Activation
> >
- Collect data from every
sources in real-time: POS,
social media, website,
mobile app, call center…
- Automate record email &
phone number of
customers
>
Data
Enrichment
- Predict missing
information using AI
- Evaluate customer
sentiment using NLP
- Unify data to create a
single source of truth -
Customer 360 View
- Deduplicate profile
- Segment customer with
various filters based on
business need
- Dynamic fields for different
type of needs
- Use data to deliver
marketing campaign,
sales process, and better
customer service
- Integrate with other
systems easy
Customer Data Platform Marketing Services
MOBIO CDP’s capabilities
Sales

12. Name: Pham Minh Phuong
Phone no.: 0366257917
Email: phuongpham@email.com
BOD: 03/05/1994
User_id: 23598740
Social_id: 033y549563sfd
Đã giao dịch
Vào lúc HH:MM ngày DD:MM:YYYY
Mặt hàng: Product Z
Giá trị đơn hàng: XXX
Đã lên hạng Vàng
Vào lúc HH:MM ngày DD:MM:YYYY
Đã sử dụng voucher sinh nhật
Chiến dịch Sinh nhật tháng 9
Vào lúc HH:MM ngày DD:MM:YYYY
Giá trị đơn hàng: XXX
Đã mở thông điệp trong email
Vào lúc HH:MM ngày DD:MM:YYYY
Customer Data Platform Marketing Services
Customer 360 View – A single source of truth
Device_id: android-12234afadf0
Demographic Transaction Behavior Dynamic Events
Sales

13. A complete digital marketing package for modern marketers
Marketing Management – Journey Builder
Personalization Automation Measurable
Customer
journey
Marketing
Key metric
MarTech
tools
Email Marketing
Popup / Banner
Optimization
Facebook / Google
Audience Sync
Landing Page
Omnichannel
Engagement
Social Media
Management
Trigger-based
Campaign
Web push,
In-app push
Messenger Ads
Marketing
Dashboard
Customer Data Platform Marketing Services
Reach
Registration,
subscribe
Customer
interaction
OR, CTR,
CTOR
CAC CR CPL
Marketing
Key factors
Sales

14. Mini CRM for business - A minimal CRM to maximize sales efficiency
Customer Data Platform Marketing Sales Services
Sales Management
Real-time Automation Evaluation
Sales process
orchestration
Sales
Key metric
SalesTech
tools
Sales
volume
Lead time
Lead
conversion
rate
Revenue
per rep
Close
time
Customer
upgrades
CPL
Sales
Key factors
Sales Pipeline Lead Distribution Deal Automation KPI Tracking &
Performance
Task Management Product Library & Category Complete Sales Reports

15. An end-to-end customer service tool to engage customer & build long-term loyalty
Customer Data Platform Marketing Services
Sales
Service Management
Timeliness Automation Satisfaction
Customer service
harmony
Customer Service
Key metric
Customer Service
tools
ART, FRT
Ticket time
resolved
Redemption
rate
Survey
taken
CLV
Card
upgrade
Loyalty
points
Customer Service
Key factors
Social
Engagement
Social chat &
Web live chat
Customer Survey
Ticket
Management
Call Center
NLP Evaluation
Card Membership
Storage
Voucher
Management
Loyalty
Management
Service
Performance

16. 4.9M
Identified profiles
collected
12M
Messages sent
per month
x3
Conversion Rate
On-Premise
deployment
Omnichannel
marketing strategy
Detailed reports for
each operation
team
Lead Distribution
Customer
behavior tracking
for better
messages
Effective Upselling
and Cross-Selling
Personalization
messages
Customer data
centralization
Customer Use Case for Bank
MSB’s objectives
Marketing Automation
Omnichannel Customer
Acquisition
Customer Journey
Optimization
Lead Conversion rate
optimization
Measuring Effectiveness
High-volume
messages send
MOBIO Solutions
RESULTS
Digital Transformation
(data is last updated in Sep 2022)

17. MOBIO is a CDP & CEM platform that provide technology
solution for data management and operations in Marketing,
Sales and Service for mid-size and large enterprises.
Mobio Solution is tailored for Corporations, Banks, Retail
chains and receives positive feedbacks from customers.
ABOUT MOBIO
mobio.io
84 90 343 9982
sales@mobio.io
CONTACT US