Mobile enabled CRM marketing uses mobile technologies like SMS and location-based services to build personalized relationships with customers by sending targeted, relevant messages. It analyzes customer data and behavior to segment customers and send the right message through the right channel at the right time. Successful examples include BMW sending targeted winter tire messages in Germany and Ford building an opt-in database at auto shows. Best practices include understanding customer channel preferences, addressing privacy issues, and integrating mobile campaigns with other marketing.

1. Mobile Enabled CRM Marketing

2. What is CRM?
“Customer Relationship Management (CRM) is all about
building lasting relationships with your customers through
a better understanding of their needs.”
“CRM aligns business processes with customer
strategies to build customer loyalty and increase profits
over time.”
Darrell K. Rigby Frederick F. Reichheld Phil Schefter

3. What is Mobile CRM?
• Right message to the right person at the right time
• Segmented messaging that integrates with your existing
customer database
• Dynamic and personalized content/messaging
• Can be location aware geo segmented messages
• Performance based marketing using advanced digital
analytics that empirically measures success
What is not Mobile CRM?
• A separate silo of mobile customers
• “Advertising” as we’ve known it

4. A Successful Mobile CRM Campaign
Real-time
measurement
and analysis of • SMS Alerts/Messaging
• Sweepstakes
results drives a Tactics
• Location Based Services (LBS)
• Point of Sale Integration
successful • Rich Media Mobile Web
mobile CRM
campaign
Strategy
• Implementation strategy for
integrated campaign tactics
• Design campaign to be
dynamic
Objectives
• Awareness
• Engagement
• Perception
• Customer Acquisition
• Loyalty
• Retention

5. Mobile CRM Best Practices

6. Best Practices
• Understand the ever-shifting channel preferences of your customers
• Work with a platform that already takes care of “regional” compliance
and privacy regulations
• Addressability is not optional
• Align mobile opt-in with existing Master Persona Data
• Integrate the mobile campaign with other digital and traditional media
• True mobile CRM uses Web and mobile sites for opt-in to gather
profile data (not keyword & short code)
• Understand “regional” adoption of handsets
• Make the messaging relevant

7. Mobile Compliance Requirements
• Mobile
Double Opt-in
compliance and 1-way, 2-
Opt-out
way
privacy Messaging
STOP
requirements
are complex
• Work with a Carrier
Certification
HELP
Two forms of
mobile HELP
compliant
provider Mobile
Compliance
Microsoft
24-hour
Compliance
Timeout
(HCP)
PII Data in
Sarbanes SMS &
Oxley
Mobile Web
Regional
Compliance

8. Customer Channel Preferences
Average number of hours per week spent with:
Source: Microsoft Advertising Mobile Consumer Vertical
Study - The Future of Mobile Advertising, Nov. 11, 2009

9. Automotive Case Studies

10. BMW Mobile CRM (Germany)
One of the more proven mobile CRM initiatives is BMW's
2-year-old German program that lets customers
purchase snow tires, which the government mandates.
The carmaker sends customers in its database pictures
of their car model, in the correct color, plus winter-tire
recommendations and prices. Customers see how the
tires would appear on their car, and can set up an
appointment with the dealer right from the message.
In the two years BMW has run the program about a third of the customers who
receive the messages have bought winter tires through BMW, according to Marc
Mielau, the carmaker's head of digital media. Said Mr. Mielau,"CRM is really about
engaging the customers and taking their data, their behavior and other learnings in
order to design better products and services."

11. Ford: Database Build with Segmentation (1/3)
Campaign/program name:
Ford Canada Auto Show Sponsorship
Objective: Ford Motor Co. of Canada was a sponsor at the 2010
Canadian International Auto Show in six major centers across
Canada. It needed a campaign that would work nationally and
would allow for its brand to interact with the attendees in a way
that was engaging and would differentiate it from the competing
motor companies participating.
Additional goals included:
• Offering a utility through all mobile devices and encouraging its use
• Building a mobile and email opt-in database for future marketing campaigns, with the
potential to drive ROI
• Determining customer communication preferences to enable more effective and
targeted remarketing
• Survey the audience about products and services offered by Ford Strategy

12. Ford: Database Build with Segmentation (2/3)
Mechanics: A call to action was displayed at the Ford’s Auto
Show booth in six cities across Canada.
The audience initially engaged with the brand through SMS by
sending a text message to a short code. A text message was
then sent back to the users asking them to fill out a short
survey through mobile Web or have it sent to their email
address.
The text message served as a gateway to navigate users to
the mobile Web or email. A total of three mobile
communication channels were supported: SMS, mobile Web
and email.
The mobile call to action was displayed on print banner ads at
Ford’s Auto Show booth as well as on interactive kiosks and
displays.
Call to action: “Take our survey and you could win $5000
in gas. Text FORD to 123411 for a chance to win!”

13. Ford: Database Build with Segmentation (3/3)
Participant Results:
• 64% chose to complete the survey
• 45% chose to complete the survey by email
• 19% chose to complete the survey on mobile Web
• 18 percent opted in to receive future promotions from Ford.
Ford was able to build a database for future use and identify
customers who preferred to interact with the brand via mobile
web as well as those who preferred email communications
from Ford Canada.

14. Auto Manufacturer, South Africa (1/3)
Objectives:
• To provide a cost-effective mobile solution for data collection and a complaint
management system of services rendered by the dealers in the automotive company
• Alleviate respondent fatigue experienced by customers not willing to answer 10 minutes
and longer telephonic surveys
Target Market: Customers that bought or serviced their vehicle with one of the authorized
dealers within the automotive company (customers tend to be in the 8-10 LSM bracket)
Strategy:
• Background: the automotive client had conducted telephonic surveys for more than 10
years
• Creation of SMS survey solution whereby all customers will receive an SMS each time a
transaction (sales and after-sales) is recorded
• Past CRM data was analysed carefully and segmented according to preferred
communication channel for surveying the customer and to get their service feedback:
Face-to-face, Telephone, Postal, PC, Online, and Mobile.
• Set up a SMS rating survey mechanism and later a mobile site survey page as the
mobile data collection methods
• The mobile surveys were used to gain overall satisfaction rating and customer comment
in a measurable, quantifiable way

15. Auto Manufacturer, South Africa (2/3)
Campaign Mechanics:
• Cell phone numbers were checked for MMS enablement which would determine
if they had mobile site access to offer them the additional WAP survey link in
their SMS
• Responses included a quantitative numerical rating and a qualitative comment
• The power of the solution and the very high response rate achieved via SMS
consistently over months was due to the personalisation included in the
message and the ease of response
• The backend rating algorithm automatically assigns rating scores to open-ended
SMS wording
• However, a manual human eye-over is required to review the exceptions based
on a confidence rating, helping the automatic algorithm learn as it goes along to
include new keywords and phrases and their respective ratings

16. Auto Manufacturer, South Africa (3/3)
Results:
• Average 36% response rate in 2010, with a 45% response rate for sales follow-
up messages and 31% on service related SMS sent
• System was able to escalate unhappy customers to the automotive company’s
head office and directly to dealers for timely resolution
• The automotive company has been able to gain overall satisfaction ratings and
customer comments and maintain a complaint management process on an on-
going basis
• In-depth reporting of satisfaction ratings and customer comment meant that the
automotive company could gain valuable insights from their customers
• The SMS data collection method achieved the highest reach and response rates
at the lowest cost
• Now extending it to other countries in Africa due to the great response.

17. Retail Case Studies

18. Retail SMS CRM Marketing
Apparel brand Van’s uses mobile opt-in via their online Website to collect customer
profile data and preferences on what kind of content each user would like to receive.
This data is captured to their CRM for segmented messaging for the subscribed opt-in
group(s).
Typical interaction messages types:
• Sweepstakes
• Promotional marketing texts
• New product releases
• In-store events
• Co-op marketing with other partner brands in
entertainment, music, action sports etc.
offering user content they value
• Store location
• Specific content based on a list of content
types (skate, girls, art, music etc.)
• Links to mobile sites
• Opt-in to other mobile campaigns
• Links to secondary content sources
(Surfline)

19. Retail SMS CRM Marketing (1/2)
In the spring of 2009, Marks & Spencer (M&S) handed
created a CRM campaign to grow its mobile database
size from nothing to 210,000 in the space of a year.
Campaign Mechanics:
The campaign reached out principally to loyalty
program customers and non-loyalty customers who had
signed up for text alerts, with offers, deals, promotions
and news about M&S.
This enabled M&S to engage with customers through
the mobile channel directly, and use it to complement
existing direct mail and email contact strategies.
Campaign activity included text- and-win competitions,
event reminders for in-store loyalty events, and internal
education so that M&S employees understood the
campaign objectives.
Different message types were tested, and all results
tracked, to see what worked best.

20. Retail SMS CRM Marketing (2/2)
Results:
By August 2010, the campaign had far exceeded its
target, having recruited 700,000 opted-in customers to
the database.
It has also created a robust new measurable channel
for the loyalty team to add into their marketing plan, and
has also been shown to trigger an increase in in-store
purchase, as measured by basket spend, for those
receiving the mobile messages as opposed to those
who do not.
http://www2.marksandspencer.com/text_alert2.shtml

21. Tactics for Mobile Enabled
CRM Marketing

22. Basic Mobile Enabled CRM Opt-in
SMS/MMS subscription with user
selectable content preferences
and user profile capture via Web
or mobile opt-in page. All
preference and profile data is
captured for CRM analysis and
targeted messaging.
.
Web Opt-in
Mobile Web Opt-in

23. Advanced Mobile Enabled CRM Opt-in
“Everyone receives the same offer” mobile promos or
coupons can have unknown relevance when delivered
• Smart Messaging integrates with data sources such
as news, weather, finance, CRM consumer profile,
inventory etc. instantly adding relevance
• Smart alerts can know: The heat wave
continues here in LA!
 Who the customer is Cool off at lunch with
 Where they are an ice cold root beer
 What’s happening around them float, free with every
Galaxy Meal
 When they want something purchase at any
 Why they need or want it AstroBurger location.
Code:34ru3 Exp:
7/12/10
Advantages to Smart Messaging:
 Personalization and point-of-need relevance
increases participation
 Time and place relevance increases
participation
 Contextually relevant messaging increases
acquisition, conversion and loyalty

24. Mobile CRM Smart Messaging
Text STORE + your zip code to 44264
to receive a SMS coupon every SMS Only Coupon:
month for 20% off your favorite Contextually relevant
fashions
coupon is delivered
based on keyword +
database referencing with
Dressbarn: It’s a unique redemption code.
Dressbarn: Freezing in
Database scorcher in Miami
today! Keep cool with
NY today? Keep warm
with with a wool
STORE + your breezy late summer sweater. 20% off all
zip code to 44264 Weather skirts. 20% off at any sweaters at any store.
store. Code t239r Exp. Code 34r39r Exp.
Stock Market 10/31/11 10/31/11
Location Look Up
Product Inventory
Consumer Profile Data
Past Consumer Purchases
Any Other Event or Data Sets
Contextually relevant coupon STORE + 10507
delivered based on
keyword/zip referenced Sends coupon for sweaters
against weather database based on cold weather
Database receives reading for opt-in zip code
62407 keyword opt-in and
Store 33128 delivers a coupon Dressbarn: Here’s By Weather
based on external something special for
events or information you to celebrate your
birthday. Come into
in the database Dressbarn and get 20%
Miami off any item. Code f5mt
Exp. 5/31/11
By Consumer Profile Data
Messages sent based on stored
Text opt-in for either customer profile data with
single coupon or to opt-in unique redemption code.
to couponing alert group

25. POS Transaction Capture
Text STORE + your zip code to 87812
to receive a SMS coupons every
month for 20% off your favorite 2011
1
fashions.
CRM/DATA COMPONENT
Ghiradelli Coupon 6
Get $1 off the deluxe
2
Ghiradelli Chocolate
Square
Sets.Exp:9/30/10
http://m.choc.
mobi Msg & Data
Rates May Apply
360° Mobile
Coupon Solution
5 3
$1 off Ghirardelli
Squares Gift Sets
Expires 10/25/10
4
Coupons with POS Redemption

26. Mobile CRM: Segmented Messaging
• Pepsi Co India (Quaker Oats)
• Indians have genetic predisposition to heart disease
• Mobile app where users self identified their
health/lifestyle profile for the CRM database via a
“health quiz” on opt-in
• Regular alerts were sent with health tips, healthy
recipes and diet plans according to their health profile
segment
• 160,000 participants < 4 months
• 74% Volume Growth
• 73% changed behavior lifestyle for improved health

27. About iLoop Mobile
• Industry leading technology and services make it
fast and easy to create, manage and analyze
mobile marketing campaigns and content delivery
initiatives worldwide
• Award winning iLoop Mobile Platform for creating
state-of-the-art SMS campaigns, mobile sites,
mobile coupons, and other mobile marketing
initiatives
• Industry leader in mobile marketing strategy, McDonalds: Enjoy one
FREE Small McCafe. Code
managed service campaign delivery and 34d83w Exp.1/6/10 Text
HELP for help. Text STOP
professional services to cancel.
• Campaign design that achieves mission critical
marketing objectives, answering the individual
needs of customers
• Customers include Fortune 500 brands,
agencies, media companies, and other tier-one
companies

28. Contact us
sales@iloopmobile.com
+1 408.907.3360