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SaaS, meet the phone.
Creating the optimal omni-channel
journey with call data
90%
of consumers move
between multiple devices
to accomplish their goals.
Omni-channel is viewing the experience through
the eyes of your customer, orchestrating the
experience across all channels so that it is
seamless, integrated, and consistent.
The Rise of the Omni-Channel Marketer
- John Bowden
SVP of Customer
Care
Leading Marketers
Leaders proactively
influencing the customer
experience across
channels and using
marketing technologies.
All Others
Trail the leaders in either
adoption of technology or
influence of the customer
experience, or both.
These are the stakes.
Omni-channel leaders outperform all others.
SOURCE: 2013 IBM Global State of Marketing Report
This is the battlefield.
Mobile is not a channel. It’s the new home for omni-channel marketing.
SEARCH
Mobile search
has overtaken
desktop search
in 2015
EMAIL
65% of emails
are opened on
mobile
devices
DISPLAY
Mobile
spend growing
at 3x vs.
desktop display
SOCIAL
100% of
Facebook’s
revenue growth
is from
mobile
$Billions
Desktop Marketing Spend
Mobile Marketing Spend
Source: eMarketer
So…we done here?
email display search social
When it matters, nothing beats a real,
human conversation.
Our most important interactions happen in conversation.
75%
CALL
EMAIL
SMS
SOCIAL
Winning the Lottery Getting Engaged Announcing Pregnancy
Fired from Job Big Personal Fight Hired for Job
68%
CALL
60%
CALL
55%
CALL
68%
CALL
55%
CALL
SOURCE: 2015 Invoca survey of 2000+
The conversation is also our most important business interaction.
61%of searchers state that a call
is the most important step in
the customer journey.
Why do you
prefer to call a
business?
HAD A CONVERSATIONFILLED OUT A FORM
24%
65%
HAD A CONVERSATIONENGAGED ON SOCIAL
22%
66%
BROWSE with clicks. BUY with calls.
20-30%1-2%
Average
conversion %
for a digital lead
Average
conversion % for
a phone lead
Calls to businesses will double, to 162 billion, by 2019.
70%of mobile searchers
have clicked to call
a business based
on search results.
Source: eMarketer, BIA Kelsey
Mobile Calls to Businesses
Mobile Marketing Spend
Billions
Customer:
Campaign:
ROI:
Next Step:
Is your technology really omni-channel?
CALL
SEARCH
EMAIL
SOCIAL
WEBSITE
DISPLAY
Unknown
Unknown
Unknown
Unknown
There is no “omni-channel” without
the conversation.
Invoca puts the conversation into your marketing.
Real-Time Automation
Omni-Channel Integration
Call & Conversation
Analytics
Complete the omni-channel journey with analytics and automation for phone calls.
Brennie Conkle
VP, Digital Acquisition
& Capabilities
75% of our business is
looking for a conversation
2x more calls vs. form fills
for mortgage leads
1/3rd of mortgage calls
coming from Google Click to
Call
Getting the right call to
the right team:
Increased efficiency by
60% with same staffing
levels.
Join the conversation.

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SaaS, meet the phone. Creating the optimal omni-channel journey with call data

  • 1. SaaS, meet the phone. Creating the optimal omni-channel journey with call data
  • 2. 90% of consumers move between multiple devices to accomplish their goals.
  • 3. Omni-channel is viewing the experience through the eyes of your customer, orchestrating the experience across all channels so that it is seamless, integrated, and consistent. The Rise of the Omni-Channel Marketer - John Bowden SVP of Customer Care
  • 4. Leading Marketers Leaders proactively influencing the customer experience across channels and using marketing technologies. All Others Trail the leaders in either adoption of technology or influence of the customer experience, or both. These are the stakes. Omni-channel leaders outperform all others. SOURCE: 2013 IBM Global State of Marketing Report
  • 5. This is the battlefield.
  • 6.
  • 7.
  • 8.
  • 9.
  • 10.
  • 11.
  • 12.
  • 13.
  • 14. Mobile is not a channel. It’s the new home for omni-channel marketing. SEARCH Mobile search has overtaken desktop search in 2015 EMAIL 65% of emails are opened on mobile devices DISPLAY Mobile spend growing at 3x vs. desktop display SOCIAL 100% of Facebook’s revenue growth is from mobile $Billions Desktop Marketing Spend Mobile Marketing Spend Source: eMarketer
  • 15. So…we done here? email display search social
  • 16.
  • 17.
  • 18.
  • 19.
  • 20.
  • 21.
  • 22. When it matters, nothing beats a real, human conversation.
  • 23. Our most important interactions happen in conversation. 75% CALL EMAIL SMS SOCIAL Winning the Lottery Getting Engaged Announcing Pregnancy Fired from Job Big Personal Fight Hired for Job 68% CALL 60% CALL 55% CALL 68% CALL 55% CALL SOURCE: 2015 Invoca survey of 2000+
  • 24. The conversation is also our most important business interaction. 61%of searchers state that a call is the most important step in the customer journey. Why do you prefer to call a business?
  • 25. HAD A CONVERSATIONFILLED OUT A FORM 24% 65%
  • 26. HAD A CONVERSATIONENGAGED ON SOCIAL 22% 66%
  • 27. BROWSE with clicks. BUY with calls. 20-30%1-2% Average conversion % for a digital lead Average conversion % for a phone lead
  • 28. Calls to businesses will double, to 162 billion, by 2019. 70%of mobile searchers have clicked to call a business based on search results. Source: eMarketer, BIA Kelsey Mobile Calls to Businesses Mobile Marketing Spend Billions
  • 29. Customer: Campaign: ROI: Next Step: Is your technology really omni-channel? CALL SEARCH EMAIL SOCIAL WEBSITE DISPLAY Unknown Unknown Unknown Unknown
  • 30. There is no “omni-channel” without the conversation.
  • 31. Invoca puts the conversation into your marketing. Real-Time Automation Omni-Channel Integration Call & Conversation Analytics Complete the omni-channel journey with analytics and automation for phone calls.
  • 32.
  • 33. Brennie Conkle VP, Digital Acquisition & Capabilities
  • 34. 75% of our business is looking for a conversation 2x more calls vs. form fills for mortgage leads 1/3rd of mortgage calls coming from Google Click to Call
  • 35.
  • 36. Getting the right call to the right team: Increased efficiency by 60% with same staffing levels.

Editor's Notes

  1. Multi-channel is an operational view – how you allow the customer to complete transactions in each channel. Omni-channel, however, is viewing the experience through the eyes of your customer, orchestrating the customer experience across all channels so that it is seamless, integrated, and consistent. Omni-channel anticipates that customers may start in one channel and move to another as they progress to a resolution. Making these complex ‘hand-offs’ between channels must be fluid for the customer. Simply put, omni-channel is multi-channel done right!”
  2. SEARCH: http://searchengineland.com/its-official-google-says-more-searches-now-on-mobile-than-on-desktop-220369 DISPLAY: http://www.emarketer.com/Article/Mobile-Will-Account-72-of-US-Digital-Ad-Spend-by-2019/1012258 EMAIL: http://venturebeat.com/2014/01/22/65-of-all-email-gets-opened-first-on-a-mobile-device-and-thats-great-news-for-marketers/ SOCIAL: http://www.statista.com/chart/2496/facebook-revenue-by-segment/ http://www.searchdiscovery.com/blog/forrester-report-us-digital-marketing-forecast-2014-2019/ http://seoland.in/forecast-nearly-three-quarters-of-digital-ad-spending-to-be-mobile-by-2019/ http://blog.biakelsey.com/index.php/2015/06/24/calls-to-businesses-from-mobile-devices-will-reach-162-billion-by-2019/
  3. SEARCH: http://searchengineland.com/its-official-google-says-more-searches-now-on-mobile-than-on-desktop-220369 DISPLAY: http://www.emarketer.com/Article/Mobile-Will-Account-72-of-US-Digital-Ad-Spend-by-2019/1012258 EMAIL: http://venturebeat.com/2014/01/22/65-of-all-email-gets-opened-first-on-a-mobile-device-and-thats-great-news-for-marketers/ SOCIAL: http://www.statista.com/chart/2496/facebook-revenue-by-segment/ http://www.searchdiscovery.com/blog/forrester-report-us-digital-marketing-forecast-2014-2019/ http://seoland.in/forecast-nearly-three-quarters-of-digital-ad-spending-to-be-mobile-by-2019/ http://blog.biakelsey.com/index.php/2015/06/24/calls-to-businesses-from-mobile-devices-will-reach-162-billion-by-2019/
  4. Of consumers who used their mobile devices to contact a business in the past month…
  5. Of consumers who used their mobile devices to contact a business in the past month…
  6. Of consumers who used their mobile devices to contact a business in the past month…
  7. SEARCH: http://searchengineland.com/its-official-google-says-more-searches-now-on-mobile-than-on-desktop-220369 DISPLAY: http://www.emarketer.com/Article/Mobile-Will-Account-72-of-US-Digital-Ad-Spend-by-2019/1012258 EMAIL: http://venturebeat.com/2014/01/22/65-of-all-email-gets-opened-first-on-a-mobile-device-and-thats-great-news-for-marketers/ SOCIAL: http://www.statista.com/chart/2496/facebook-revenue-by-segment/ http://www.searchdiscovery.com/blog/forrester-report-us-digital-marketing-forecast-2014-2019/ http://seoland.in/forecast-nearly-three-quarters-of-digital-ad-spending-to-be-mobile-by-2019/ http://blog.biakelsey.com/index.php/2015/06/24/calls-to-businesses-from-mobile-devices-will-reach-162-billion-by-2019/
  8. We want to take you through just a few of the new things that are just released or are coming out in the very short term that we’re really excited about. But we’ll also give you a sneak peak at a few things that are in the “concept” stage – we’d love your feedback so we can build the platform that will deliver the most success to our customers. The entire product team is here, on hand in “Product Ally” over by the breakout rooms, so please, stop by, ask questions, and have a conversation! We’ll go through each of the 3 layers of our product – Answer, Engage, and Connect.
  9. As for stats, we can definitely talk to: - 2/3 to 1/3 ratio of mortgage calls to pre-qualify forms - 1/3 of our Mortgage calls come from Google click to call - Our business is personal and ¾ of our businesses want conversations and not just applications to truly assist the customer - Adding Invoca to the Consumer business allowed us to better manage our call center staffing needs. We were able to keep staffing levels the same and increase efficiency by 60%. We did this by making sure that they right calls got to the right teams. This also increased our connect rate as customers were more quickly connected to a representative.
  10. As for stats, we can definitely talk to: - 2/3 to 1/3 ratio of mortgage calls to pre-qualify forms - 1/3 of our Mortgage calls come from Google click to call - Our business is personal and ¾ of our businesses want conversations and not just applications to truly assist the customer - Adding Invoca to the Consumer business allowed us to better manage our call center staffing needs. We were able to keep staffing levels the same and increase efficiency by 60%. We did this by making sure that they right calls got to the right teams. This also increased our connect rate as customers were more quickly connected to a representative.