This document discusses marketing data collection capabilities using Survox. It provides information on Dan Rangel as the Research Solutions Director, highlights various data collection methodologies and modes available through Survox including phone, online, mobile, IVR, and multimode. It discusses using quotas to target audiences and maximize response rates across modes and vendors. The document also provides tips on selling the benefits of Survox's capabilities to clients.

1. Marketing Your Data
Collection Capabilities
May 4, 2017
© 2017 Survox Inc. 1

2. About Me
Fun Facts
• Plays hockey
• Captain of a MS cycling team
• Has a dog that avoids being petted
© 2017 Survox Inc. 2
Dan Rangel – Research Solutions Director
30 years of research experience
B.A. Mathematics at UIC
Expert at research best practices techniques
Focused in research custom solutions
Background in all industry verticals

3. Why You?
© 2017 Survox Inc. 3

4. Using Survox to Boost Your Advantage
• Data Collection Methodologies
• Research Types
• Collection Modes
• Unique Capabilities
• Multi-dimensional Quotas
• Mixed-Vendor Data Collection
• Sales Tools
• Demo Site
• Web-site Content
© 2017 Survox Inc. 4

5. Mode Methodologies
© 2017 Survox Inc. 5

6. Your Research Type
© 2017 Survox Inc. 6
Discrete
Choice
Van Westendorp
Price Sensitivity
Segmentation
Studies
A&U Studies CLT
MaxDiff Ad
Research

7. Mode Options
© 2017 Survox Inc. 7
Phone
IVRWeb
Mobile Web

8. Mixed Modes, Mixed Vendors
8© 2017 Survox Inc.

9. Quotas
© 2017 Survox Inc. 9

10. Across Mix of Modes (and Vendors)
© 2017 Survox Inc. 10

11. 11© 2017 Survox Inc.
Offer Choice of Engagement Mode

12. Solicit Feedback from Representative Sets
12© 2017 Survox Inc.

13. Audience Targeting
© 2017 Survox Inc. 13
Quotas can be applied to limit survey frequency
 Don’t fatigue your pool of people
Apply your client’s business rules
 Contact respondents when they are available

14. Quotas: Nationally
© 2017 Survox Inc. 14
Convey in your pitch …
• Nested quotas – Multiple levels deep
• Multiple quotas per respondent
• Survey and sample driven quotas
• Region, City, County, Zips
• Custom quotas
• Nearly 2 billion possible quotas

15. Quotas: By Country
© 2017 Survox Inc. 15
Highlight
 By country
 By language
Highlight
 Time Zone
 Continent

16. Quotas: Franchises
© 2017 Survox Inc. 16
SET QUOTA…
• Per agent
• Per store
• Per region
• Per day
STORE
AGENT
REGION

17. Quotas: Monthly/Percentage
© 2017 Survox Inc. 17
Can set quotas …
for calls made by customer service agent by month
by call center locations
for time of day or day parts
by percentage to match gen pop or segmentation data
Quotas can drive all modes

18. When Quota Matters
© 2017 Survox Inc. 18
Ability to integrate with third party online data collection tools
 Use an existing online survey
 Competitively bid
 Speed field time
 Single data repository
3rd Party
Survey

19. Data Collection
© 2017 Survox Inc. 19

20. Phone
© 2017 Survox Inc. 20
Speaking to a brand delivers a [2x] deeper emotional
connection than interacting with it through type or touch

21. Phone
© 2017 Survox Inc. 21
Reach hard to get people
Executive interviews
Tight turnaround delivery
Brand alignment

22. Your Quality Advantage
• Supervisor has the utmost control of the project
• Interviewer performance measured
• Prioritizes management time
• All calls can be monitored
• Audio and visual monitor virtually in real time
• At-home interviewers
• Remote call centers
• Client can view as well
• Record calls for QA review
© 2017 Survox Inc. 22
Assure best in class quality to your clients

23. Your Technology Advantage
© 2017 Survox Inc. 23
No call center, not enough bandwidth in your
phone room? No Problem!
 Take advantage of the ability to use at-home agents
as a virtual call center
 Use someone else’s call center to add to your team
Increase your revenue
 Use call centers with specialized skill sets such as
language or executive interviewers
Flex your capacity to meet demand
SURVEY PLATFORM
Concurrency
GLOBALLY MANAGED

24. Manage Quota Cross Modes
• Multiple modes of data
collection
• Phone, IVR, Online
• Multiple modes within a survey
• Start on Phone → Finish Online
• Start Online → Finish on Phone
6/20/2017 Copyright 2017| Survox, Inc. 24

25. Your Technology Advantage
© 2017 Survox Inc. 25
Ability to integrate with third
party online data collection
software
 Beat the competition that can’t
provide phone
 Lower costs by eliminating the need
to re-program survey or aggregate
data
Plug into insights faster!

26. Online
© 2017 Survox Inc. 26

27. Online Surveys
© 2017 Survox Inc. 27
Can brand the look & feel
Visual question types
Add media content

28. © 2017 Survox Inc. 28
User Experience and Brand Management

29. Mobile
© 2017 Survox Inc. 29

30. Mobile Surveys
© 2017 Survox Inc. 30
Reach people on the go
Great for professionals
Students
Shoppers right at a transaction
Brand the look & feel
Can have media content
Can upload photos – See what the consumer sees

31. © 2017 Survox Inc. 31
Email Invites
Offer your client Email services
 Add to your revenue stream
 Charge per piece or per blast
More branding
 Include your client’s logos
 Their look & feel

32. Central Location Testing
© 2017 Survox Inc. 32

33. New Business Opportunities
© 2017 Survox Inc. 33
Quant + Qual
New business opportunities for you
Broaden your research to Qualitative shops
Recruiting services
Scheduling
Data collection

34. CLT Studies
© 2017 Survox Inc. 34
Greatly reduce the pain of scheduling
Ease the screening process
Keeps track of test products
All participants are more in sync
Add media clips of commercials
Add visuals for packaging concepts

35. Scheduling Page
© 2017 Survox Inc. 35

36. Session Reports
© 2017 Survox Inc. 36

37. Typical Report Per Session
© 2017 Survox Inc. 37

38. IVR
© 2017 Survox Inc. 38

39. IVR 2.0 Reimagine Voice
© 2017 Survox Inc. 39
Design sell …
POS contact
Polling
VoC
Design solutions
Contact hard to reach people
Complex quotas
Integrations with other modes
Automate voice to text

40. Post-Transaction Surveys
© 2017 Survox Inc. 40
Reach your client’s customers
Find out about their satisfaction
Keep in touch on the journey
Immediate experience reaction
Your Advantages
One time setup
Entire systems can be automated
A recurring revenue stream

41. IVR Selling Points
© 2017 Survox Inc. 41
Say “Yes!” to this service
Many people do not consider this method, bring up how you can use IVR
for
 Quick polling questions
 Reminder calls to take a survey
 Integrate with online surveys as an option
Brand Managers want to hear the Voice of the Customer
Use Professional Services to train or help setup a project
 Have access to voice talent
 Voice to text

42. Multimode
© 2017 Survox Inc. 42
Sample

43. Multimode
© 2017 Survox Inc. 43
Selling points
A holistic approach to data collection
Gives the consumer the choice
Quality, speed accuracy
Control quotas from 1 location for all modes
All data in one repository

44. Summary of Selling Points
© 2017 Survox Inc. 44
Quotas can be used to sell
 Apply business rules
Phone is the natural way to communicate
 Reach C-suite and other professionals
 VoC
Online & Mobile
 Can give your client’s customers a familiar setting with branding and themes
IVR
 Post Contact Surveys
 Quick polling and opinions surveys
 VoC
Multimode
 Speak to the consumer in the way they want to interact

45. Marketing
© 2017 Survox Inc. 45

46. © 2017 Survox Inc. 46
User Experience and Brand Management

47. © 2017 Survox Inc. 47
User Experience and Brand Management

48. © 2017 Survox Inc. 48
Market Your Demos to Match Your Site

49. User Stories
© 2017 Survox Inc. 49

50. For you
© 2017 Survox Inc. 50
Link to our white papers and resources:
http://www.survoxinc.com/resources/
Contact us for …
 Corporate themes
 Branded demo service for your site
 RFP support
Dan Rangel
 drangel@survoxinc.com
 773.960.9286

51. W W W. S U R V O X I N C . C O M
© 2017 Survox Inc. 51