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Mobile’s Data Game:
How to play by the rules and win
Matt Silk, CMO
@waterfall
© 2013 Waterfall, Inc.
Web-based SaaS Platform & APIs
Enterprise mobile messaging & subscriber
management (CRM) software suite
Channels
Customer engagement through SMS, IVR, QR codes,
Social, Passbook & Push
Mobile Strategy Consulting
Strategic insight & corporate mobile roadmap
planning
Compliance Administration
Hassle-free connectivity, provisioning, certification &
audit management
Managed Services
Assistance with campaign planning,
implementation, monitoring & support
© 2013 Waterfall, Inc.
How Mobile Drives Cross-channel
Chasing the “holy grail”
The Mobile Channels
SMS, IVR, Push, Twitter, Facebook, Passbook
Messaging Value Chain
Managing the players effectively
Mobile In The Future
Where we’re headed
Key Takeaways
Actionable next steps
Webinar Agenda
Cross-Channel Benefits: Customers
Cross-channel marketing & CRM:
places customers at the center of the
conversation, targeting messaging
based on channel preference and
permission
Multichannel marketing & CRM:
the use of different and disparate
channels to simultaneously push the
same message to the consumer
Channels
Brand
}CUSTOMERS
Channel Channel
Channel
Brand}CUSTOMERS
© 2013 Waterfall Mobile, Inc. Proprietary and Confidential.
Marketing
Operations
SupportSales
Cross-channel Benefits: Companies
Enrich Customer
Profiles
Drive Costs
Down
© 2013 Waterfall, Inc.
$48,627
$85,300
$139,003
$216,931
$311,566
$400,971
Millions of Dollars
Growth of Mobile Marketing
$2,405 $3,957 $6,693 $10,456 $15,162 $19,806
Sales Impact
Investment
CAGR
52%
2010 2011 2012 2013 2014 2015
Source: MMA “Mobile Marketing Economic Impact Study.” May 9, 2013.
Chasing the “Holy Grail”
★ SMS
★ Passbook
★ IVR
★ Push
★ Facebook
★ Twitter
© 2013 Waterfall, Inc.
Poll
How many channels (e.g. Email, SMS, Passbook, Push,
Twitter, Facebook, Instagram, YouTube) do you use to
interact with your favorite brand?
A) 0
B) 1-2
C) 3-4
D) 5+
Vote using your GoToWebinar control panel!
© 2013 Waterfall, Inc.
How Mobile Drives Cross-channel
Chasing the “holy grail”
The Mobile Channels
SMS, IVR, Push, Twitter, Facebook, Passbook
Messaging Value Chain
Managing the players effectively
Mobile In The Future
Where we’re headed
Key Takeaways
Actionable next steps
The Mobile Channels
SMS, IVR, Push, Twitter, Facebook, Passbook
Messaging Value Chain
Managing the players effectively
Mobile In The Future
Where we’re headed
Key Takeaways
Actionable next steps
Webinar Agenda
© 2013 Waterfall, Inc.
Channel Pros Cons
Email Channel of record Clutter of the inbox
IVR Branding and personality High user touch
SMS Ubiquity and open rates No rich media
Passbook Rich media and location Low penetration
Push Immediacy and location No interactivity or history
Facebook Scale Not 1-to-1
Twitter Scale Not 1-to-1
Mobile Messaging Comparison
© 2013 Waterfall, Inc.
Forget the Channel
Customer Interactions on
All Channels
Richer Profile Data for
Targeting
Drive
© 2013 Waterfall, Inc.
Phase I:Getting to Cross-channel
Matt Silk
© 2013 Waterfall, Inc.
Phase II:Getting to Cross-channel
© 2013 Waterfall, Inc.
Phase III:Getting to Cross-channel
msilk@mmaglobal.com
4154871200
© 2013 Waterfall, Inc.
CHANNELS - CASE STUDY
Anheuser-Busch
Sweepstakes and beyond
Tactics
• Anheuser-Busch launches a new mobile
campaign every few days
• Vary campaign type, from sweepstakes
to subscriptions, MMS, dynamic
coupons and interactive voice response
• Calls to action promoted across
channels, including signage, digital
signage, online, social media
Results
• Campaign depicted to the right
received 85K calls in two hours and
200K after five days
• Success of campaigns shared across
brands in portfolio to proliferate best
practices
© 2013 Waterfall, Inc.
Instant Win
Tactics
• Provide compelling incentive to opt-in customers
• Strong database-building initiative
• Immediately notify users if they have won a prize
• All facets - prizes, frequency, pacing, etc. -
customizable
Strategy
• Promoted in store; each store used own keyword
• Customers texted LB + store number to 44844
• Spurred customers to shop with newly won items
• Instant notification of prize and redemption code
• Tracking and reporting provided by Waterfall
revealed which stores gained the most traction
Results
• Two-week campaign increased
database size by 362%
• Acquired valuable location data (store
ID#) to target future messaging
CHANNELS - CASE STUDY
Lane Bryant
© 2013 Waterfall, Inc.
CHANNELS - CASE STUDY
PETA Action Alerts
Integrated SMS  Email
Tactics
• User information captured upon sign
up via any mobile or online channel
• New data synched with CRM in real-
time
• Email-capture campaigns launched
via SMS
• Targeted outbound messaging and
metadata synched to mobile CRM
• Action Alert emails extended to
mobile via “Reply Y” process
Results
• 1st Campaign: 19% conversion rate,
with 43% acting within two minutes
• 24%, 13% and 25% conversion rates
for subsequent campaigns
© 2013 Waterfall, Inc.
Why Cross-channel Over The Long Term
1ST GEN
Direct Mail
2ND GEN
Telemarketing
3RD GEN
Email
4TH GEN
Social
5TH GEN
SMS/Push
6TH GEN
---
Customer focus = channel agnostic
Evolution of Direct Marketing Channels
© 2013 Waterfall, Inc.
How Mobile Drives Cross-channel
Chasing the “holy grail”
The Mobile Channels
SMS, IVR, Push, Twitter, Facebook, Passbook
Messaging Value Chain
Managing the players effectively
Mobile In The Future
Where we’re headed
Key Takeaways
Actionable next steps
Messaging Value Chain
Managing the players effectively
Mobile In The Future
Where we’re headed
Key Takeaways
Actionable next steps
Webinar Agenda
© 2013 Waterfall, Inc.
Mobile Messaging is a Complex Ecosystem
ASP
ESP
CRM
AGENCY
Brands or Marketers Application
Providers
Aggregators Carriers Customers
© 2013 Waterfall, Inc.
Value Chain Analysis and Management
ASP
ESP
CRM
AGENCY
Brand or Marketer Application
Providers
Aggregators Carriers Customer
✓ Value Proposition
✓ Motivations
✓ What they don’t tell you
✓ Management approach
© 2013 Waterfall, Inc.
How Mobile Drives Cross-channel
Chasing the “holy grail”
The Mobile Channels
SMS, IVR, Push, Twitter, Facebook, Passbook
Messaging Value Chain
Managing the players effectively
Mobile In The Future
Where we’re headed
Key Takeaways
Actionable next steps
Mobile In The Future
Where we’re headed
Key Takeaways
Actionable next steps
Webinar Agenda
© 2013 Waterfall, Inc.
The Mobile Wallet
© 2013 Waterfall, Inc.
1-to-1 Communication
© 2013 Waterfall, Inc.
Why Cross-channel Over The Long Term
Augmented
Reality
Card-linked
Offers
Mobile
Payments
NFC/RFID –
Location
Mobile Unique
Identification
?
Customer focus = technology agnostic
Next Generation Mobile Marketing
© 2013 Waterfall, Inc.
How Mobile Drives Cross-channel
Chasing the “holy grail”
The Mobile Channels
SMS, IVR, Push, Twitter, Facebook, Passbook
Messaging Value Chain
Managing the players effectively
Mobile In The Future
Where we’re headed
Key Takeaways
Actionable next steps
Key Takeaways
Actionable next steps
Webinar Agenda
© 2013 Waterfall, Inc.
Poll
How far along is your favorite brand in developing a
cross-channel mobile strategy?
A) Currently does it
B) Coming in 12 months
C) Coming in 12+ months
D) Doesn’t seem to be on the radar
Vote using your GoToWebinar control panel!
© 2013 Waterfall, Inc.
Overcome Analysis Paralysis
Test and learn
Implement Cross-channel
Phase in three stages
Message from a data perspective
SMS, IVR, Push, Twitter, Facebook, Passbook
Optimize the value chain
Select the right partners
Focus on customers
Flexibility for adapting to and integrating changing technologies
Key Takeaways
actionable next steps

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MMA Webinar: Mobile's Data Game, How to play by the Rules and Win

  • 1. Mobile’s Data Game: How to play by the rules and win Matt Silk, CMO @waterfall
  • 2. © 2013 Waterfall, Inc. Web-based SaaS Platform & APIs Enterprise mobile messaging & subscriber management (CRM) software suite Channels Customer engagement through SMS, IVR, QR codes, Social, Passbook & Push Mobile Strategy Consulting Strategic insight & corporate mobile roadmap planning Compliance Administration Hassle-free connectivity, provisioning, certification & audit management Managed Services Assistance with campaign planning, implementation, monitoring & support
  • 3. © 2013 Waterfall, Inc. How Mobile Drives Cross-channel Chasing the “holy grail” The Mobile Channels SMS, IVR, Push, Twitter, Facebook, Passbook Messaging Value Chain Managing the players effectively Mobile In The Future Where we’re headed Key Takeaways Actionable next steps Webinar Agenda
  • 4. Cross-Channel Benefits: Customers Cross-channel marketing & CRM: places customers at the center of the conversation, targeting messaging based on channel preference and permission Multichannel marketing & CRM: the use of different and disparate channels to simultaneously push the same message to the consumer Channels Brand }CUSTOMERS Channel Channel Channel Brand}CUSTOMERS © 2013 Waterfall Mobile, Inc. Proprietary and Confidential.
  • 6. © 2013 Waterfall, Inc. $48,627 $85,300 $139,003 $216,931 $311,566 $400,971 Millions of Dollars Growth of Mobile Marketing $2,405 $3,957 $6,693 $10,456 $15,162 $19,806 Sales Impact Investment CAGR 52% 2010 2011 2012 2013 2014 2015 Source: MMA “Mobile Marketing Economic Impact Study.” May 9, 2013.
  • 7. Chasing the “Holy Grail” ★ SMS ★ Passbook ★ IVR ★ Push ★ Facebook ★ Twitter
  • 8. © 2013 Waterfall, Inc. Poll How many channels (e.g. Email, SMS, Passbook, Push, Twitter, Facebook, Instagram, YouTube) do you use to interact with your favorite brand? A) 0 B) 1-2 C) 3-4 D) 5+ Vote using your GoToWebinar control panel!
  • 9. © 2013 Waterfall, Inc. How Mobile Drives Cross-channel Chasing the “holy grail” The Mobile Channels SMS, IVR, Push, Twitter, Facebook, Passbook Messaging Value Chain Managing the players effectively Mobile In The Future Where we’re headed Key Takeaways Actionable next steps The Mobile Channels SMS, IVR, Push, Twitter, Facebook, Passbook Messaging Value Chain Managing the players effectively Mobile In The Future Where we’re headed Key Takeaways Actionable next steps Webinar Agenda
  • 10. © 2013 Waterfall, Inc. Channel Pros Cons Email Channel of record Clutter of the inbox IVR Branding and personality High user touch SMS Ubiquity and open rates No rich media Passbook Rich media and location Low penetration Push Immediacy and location No interactivity or history Facebook Scale Not 1-to-1 Twitter Scale Not 1-to-1 Mobile Messaging Comparison
  • 11. © 2013 Waterfall, Inc. Forget the Channel Customer Interactions on All Channels Richer Profile Data for Targeting Drive
  • 12. © 2013 Waterfall, Inc. Phase I:Getting to Cross-channel Matt Silk
  • 13. © 2013 Waterfall, Inc. Phase II:Getting to Cross-channel
  • 14. © 2013 Waterfall, Inc. Phase III:Getting to Cross-channel msilk@mmaglobal.com 4154871200
  • 15. © 2013 Waterfall, Inc. CHANNELS - CASE STUDY Anheuser-Busch Sweepstakes and beyond Tactics • Anheuser-Busch launches a new mobile campaign every few days • Vary campaign type, from sweepstakes to subscriptions, MMS, dynamic coupons and interactive voice response • Calls to action promoted across channels, including signage, digital signage, online, social media Results • Campaign depicted to the right received 85K calls in two hours and 200K after five days • Success of campaigns shared across brands in portfolio to proliferate best practices
  • 16. © 2013 Waterfall, Inc. Instant Win Tactics • Provide compelling incentive to opt-in customers • Strong database-building initiative • Immediately notify users if they have won a prize • All facets - prizes, frequency, pacing, etc. - customizable Strategy • Promoted in store; each store used own keyword • Customers texted LB + store number to 44844 • Spurred customers to shop with newly won items • Instant notification of prize and redemption code • Tracking and reporting provided by Waterfall revealed which stores gained the most traction Results • Two-week campaign increased database size by 362% • Acquired valuable location data (store ID#) to target future messaging CHANNELS - CASE STUDY Lane Bryant
  • 17. © 2013 Waterfall, Inc. CHANNELS - CASE STUDY PETA Action Alerts Integrated SMS Email Tactics • User information captured upon sign up via any mobile or online channel • New data synched with CRM in real- time • Email-capture campaigns launched via SMS • Targeted outbound messaging and metadata synched to mobile CRM • Action Alert emails extended to mobile via “Reply Y” process Results • 1st Campaign: 19% conversion rate, with 43% acting within two minutes • 24%, 13% and 25% conversion rates for subsequent campaigns
  • 18. © 2013 Waterfall, Inc. Why Cross-channel Over The Long Term 1ST GEN Direct Mail 2ND GEN Telemarketing 3RD GEN Email 4TH GEN Social 5TH GEN SMS/Push 6TH GEN --- Customer focus = channel agnostic Evolution of Direct Marketing Channels
  • 19. © 2013 Waterfall, Inc. How Mobile Drives Cross-channel Chasing the “holy grail” The Mobile Channels SMS, IVR, Push, Twitter, Facebook, Passbook Messaging Value Chain Managing the players effectively Mobile In The Future Where we’re headed Key Takeaways Actionable next steps Messaging Value Chain Managing the players effectively Mobile In The Future Where we’re headed Key Takeaways Actionable next steps Webinar Agenda
  • 20. © 2013 Waterfall, Inc. Mobile Messaging is a Complex Ecosystem ASP ESP CRM AGENCY Brands or Marketers Application Providers Aggregators Carriers Customers
  • 21. © 2013 Waterfall, Inc. Value Chain Analysis and Management ASP ESP CRM AGENCY Brand or Marketer Application Providers Aggregators Carriers Customer ✓ Value Proposition ✓ Motivations ✓ What they don’t tell you ✓ Management approach
  • 22. © 2013 Waterfall, Inc. How Mobile Drives Cross-channel Chasing the “holy grail” The Mobile Channels SMS, IVR, Push, Twitter, Facebook, Passbook Messaging Value Chain Managing the players effectively Mobile In The Future Where we’re headed Key Takeaways Actionable next steps Mobile In The Future Where we’re headed Key Takeaways Actionable next steps Webinar Agenda
  • 23. © 2013 Waterfall, Inc. The Mobile Wallet
  • 24. © 2013 Waterfall, Inc. 1-to-1 Communication
  • 25. © 2013 Waterfall, Inc. Why Cross-channel Over The Long Term Augmented Reality Card-linked Offers Mobile Payments NFC/RFID – Location Mobile Unique Identification ? Customer focus = technology agnostic Next Generation Mobile Marketing
  • 26. © 2013 Waterfall, Inc. How Mobile Drives Cross-channel Chasing the “holy grail” The Mobile Channels SMS, IVR, Push, Twitter, Facebook, Passbook Messaging Value Chain Managing the players effectively Mobile In The Future Where we’re headed Key Takeaways Actionable next steps Key Takeaways Actionable next steps Webinar Agenda
  • 27. © 2013 Waterfall, Inc. Poll How far along is your favorite brand in developing a cross-channel mobile strategy? A) Currently does it B) Coming in 12 months C) Coming in 12+ months D) Doesn’t seem to be on the radar Vote using your GoToWebinar control panel!
  • 28. © 2013 Waterfall, Inc. Overcome Analysis Paralysis Test and learn Implement Cross-channel Phase in three stages Message from a data perspective SMS, IVR, Push, Twitter, Facebook, Passbook Optimize the value chain Select the right partners Focus on customers Flexibility for adapting to and integrating changing technologies Key Takeaways actionable next steps