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PROVE YOUR VALUE AND NEVER
LOSE A CLIENT AGAIN
APRIL 23, 2015
MindFireInc Educational Webinar Series
Creating marketing that drives results
Ask any
Question
Agenda
How to tailor-design and implement, custom
solutions to meet the specific needs of your
clients, making you a true, strategic partner.
 Taking an operational nightmare and transforming it
 How to take an event program to the next level
 Empower a sales organization and you own the customer
for life
 Q & A
Today’s Presenters
Jason Quinn Joe Manos
Vice President of Marketing & Fulfillment Services Executive Vice President
EDWARDS MindFireInc
TO MEET THE SPECIFIC NEEDS OF YOUR
CUSTOMERS
Delivering Custom Solutions
About Jason Quinn
Jason Quinn
Vice President of Marketing Services
EDWARDS
Des Moines, Iowa
DELIVERING AN AUTOMATED APPROACH
TURFWERKS CONTACT MGMT
Turfwerk’s Contact Management
Challenge
To migrate their existing
customer database out of their
antiquated business
management system, in order
for the Director of Marketing to
get a better grasp on how to
categorize and model
customers
Solution
Create a program that provides
the ability to gather and update
data across multiple levels and
deliver actionable follow-up
avenues to enhance overall
results
Devil is in the Details…
Additional Objectives
Add categorization
and contact
attributes to profile
the contacts
Design Challenges
To provide easy access to update and
maintain all contacts, we constructed a
landing page that called up contacts by
submitting a unique ID
We simply used the PURL concept to do
this, identifying the Account ID as the
PURL
We had an issue of not being able to
"search" for a contact if the Account ID
wasn't known
We used the MindFire API to develop a
query page. This page is hosted by
EDWARDS, but is viewed as seamless by
the end user.
Turfwerks Personalized Page
Enter Account Number
Marketing executive has access to CRM Lite to be able to openly query and
export contacts, as well as visualize all activity on pages
Competitive Differentiation
 Based on a successful program
 Turfwerks has approached
Edwards for other company needs
– Newsletter
– Direct Mail Programs
– Special Email Programs
 NOW, they are more dependent on
Edwards…removed other
competitors from their life!
Joe’s Coaching Tip
I have discussed with some of our
customers, their concern that Purls
don’t work as they once did or aren’t
registering with their customers?
I say, not true…there are SEVEN
High-Value Deliverables for
marketing programs that can only be
achieved by leveraging personalized
landing pages!
If you would like my document on the
seven deliverables send me an
email…
Additionally, the overall
results of programs
leveraging Purls with
other multi-media, and
multi-touch program
elements, significantly
outperform traditional
marketing approaches
INTEGRATED PROGRAM SOLVES A PROBLEM
WELLNESS BRANDS PORTAL
Wellness Brands
Challenge
Turn an operational
nightmare of manual letter
processing into a fully
automated program that can
be leveraged across all
locations seamlessly
Solution
Create an automated
marketing program that
simplifies the process and
provides enhanced
capabilities with improved
efficiency
Program
Design/Implementation
1. We used a landing page to
streamline the ordering process
for the client
1. We used triggers to send orders
down to Direct Response, a
fulfillment solution, receive back
order ID info, and then push
response info and Order ID data
down to a locally hosted process
to trigger custom letter printing
3. MindFire's triggers
allow us to eliminate
hours of manual
customer service rep
time, as well as improve
communication with the
client by providing
timely summary of
events via email.
Simplify Program Implementation
Key Requirements
– Flexible platform
– Jason’s philosophy
– What we’ve learned
– Recommendations
Results
The automated
marketing program
saved our client, a
nutritional supplement
marketer, hundreds of
valuable hours and was
easy to use for all
participants
Joe’s Coaching Tip
 Most of your customers have
multiple platforms in place to
meet their business needs
 In most cases, they want the
ability to “link” one platform to
another to optimize program
results and gain critical data,
insight and information from
the integrated solutions
SF Account
Type
Account Status
Timeline for Purchase
Current Need
Pain Points
Contact enters: Timeline for Purchase, Current Need, Pain Points
1
Find matching Contact in SF by sfapp_id
Update: Timeline for Purchase, Current Need, Pain Points2
SF Contact
Timeline for Purchase
Current Need
Pain Points
3
4
5
SF Apex
Trigger
Example of SF integration
SF Outbound
Msg to PHP
Listener
Find matching Contacts by SF Account (MF Company)
 You must have a “platform”
in place, capable of
meeting today’s customer’s
needs
 Data Extract Tools, flexible
API’s and a variety of
“Apps” are needed to
facilitate interaction
between various platforms
6 Key Success Factors
10
1
2
3
4
5
6
MORE THAN AN EVENT MARKETING SOLUTION
IOWA IMMUNIZATION COALITION
Iowa Immunization Coalition
 The opportunity didn’t come to us
 We created it through our
consultative approach to our
prospects and customers
– We seek opportunities to solve
problems or to bring innovative ideas,
programs and tools to the table for
improved results
Iowa Immunization Coalition
Challenge
 One person department,
resource challenged
 Improve the overall
registration process for the
annual event
 Gain critical marketing
intelligence and insight on
respondents
Solution
 Create a multi-media,
multi-response,
automated program that
provides increased
capabilities without
zapping the productivity of
the organization
 Program
launches with a
direct mail piece
 Includes a Purl
and URL
Two channels, Web and Direct Mail
 Website for registration
– Access to landing pages
Personalized
log-in Page
Attendee
Registration
Page – which
de-dupes against
existing contacts
Web site
visits link to
program
Campaign
Set-up and
workflow
Contacts in Studio – displaying member attributes such as
“dues” and “member” along with payment information
Results
 Productivity went up,
costs down
 Board loved it
 Gained a partner rather
than working with multiple
vendors
 Didn’t shop the program
Year 2
Your Plan for 2015
Based on your ongoing success with varied
customer programs, what do you have planned
for this year’s activities?
Program Evolution
Jason, how have your customer programs evolved
over the last several years?
#1 Challenge
When working with your customers what's
the number one challenge you face today?
Q & A
Jason and Joe
jmanos@mindfireinc.com
Going to PODi This Year? Let’s meet!
May 11-13
Harrah’s
Las Vegas
We are here
to help you
Your Hosts
Jason Quinn Joe Manos
Vice President of Marketing Services Executive Vice President
Edwards MindFireInc
jason.quinn@ega.com jmanos@mindfireinc.com
Webinar: Prove Your Value and Never Lose a Client Again

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Webinar: Prove Your Value and Never Lose a Client Again

  • 1. PROVE YOUR VALUE AND NEVER LOSE A CLIENT AGAIN APRIL 23, 2015 MindFireInc Educational Webinar Series Creating marketing that drives results
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  • 5. Agenda How to tailor-design and implement, custom solutions to meet the specific needs of your clients, making you a true, strategic partner.  Taking an operational nightmare and transforming it  How to take an event program to the next level  Empower a sales organization and you own the customer for life  Q & A
  • 6. Today’s Presenters Jason Quinn Joe Manos Vice President of Marketing & Fulfillment Services Executive Vice President EDWARDS MindFireInc
  • 7. TO MEET THE SPECIFIC NEEDS OF YOUR CUSTOMERS Delivering Custom Solutions
  • 8. About Jason Quinn Jason Quinn Vice President of Marketing Services EDWARDS Des Moines, Iowa
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  • 12. DELIVERING AN AUTOMATED APPROACH TURFWERKS CONTACT MGMT
  • 13. Turfwerk’s Contact Management Challenge To migrate their existing customer database out of their antiquated business management system, in order for the Director of Marketing to get a better grasp on how to categorize and model customers Solution Create a program that provides the ability to gather and update data across multiple levels and deliver actionable follow-up avenues to enhance overall results
  • 14. Devil is in the Details… Additional Objectives Add categorization and contact attributes to profile the contacts Design Challenges To provide easy access to update and maintain all contacts, we constructed a landing page that called up contacts by submitting a unique ID We simply used the PURL concept to do this, identifying the Account ID as the PURL We had an issue of not being able to "search" for a contact if the Account ID wasn't known We used the MindFire API to develop a query page. This page is hosted by EDWARDS, but is viewed as seamless by the end user.
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  • 20. Marketing executive has access to CRM Lite to be able to openly query and export contacts, as well as visualize all activity on pages
  • 21. Competitive Differentiation  Based on a successful program  Turfwerks has approached Edwards for other company needs – Newsletter – Direct Mail Programs – Special Email Programs  NOW, they are more dependent on Edwards…removed other competitors from their life!
  • 23. I have discussed with some of our customers, their concern that Purls don’t work as they once did or aren’t registering with their customers? I say, not true…there are SEVEN High-Value Deliverables for marketing programs that can only be achieved by leveraging personalized landing pages! If you would like my document on the seven deliverables send me an email…
  • 24. Additionally, the overall results of programs leveraging Purls with other multi-media, and multi-touch program elements, significantly outperform traditional marketing approaches
  • 25. INTEGRATED PROGRAM SOLVES A PROBLEM WELLNESS BRANDS PORTAL
  • 26. Wellness Brands Challenge Turn an operational nightmare of manual letter processing into a fully automated program that can be leveraged across all locations seamlessly Solution Create an automated marketing program that simplifies the process and provides enhanced capabilities with improved efficiency
  • 27. Program Design/Implementation 1. We used a landing page to streamline the ordering process for the client 1. We used triggers to send orders down to Direct Response, a fulfillment solution, receive back order ID info, and then push response info and Order ID data down to a locally hosted process to trigger custom letter printing 3. MindFire's triggers allow us to eliminate hours of manual customer service rep time, as well as improve communication with the client by providing timely summary of events via email.
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  • 31. Simplify Program Implementation Key Requirements – Flexible platform – Jason’s philosophy – What we’ve learned – Recommendations
  • 32. Results The automated marketing program saved our client, a nutritional supplement marketer, hundreds of valuable hours and was easy to use for all participants
  • 34.  Most of your customers have multiple platforms in place to meet their business needs  In most cases, they want the ability to “link” one platform to another to optimize program results and gain critical data, insight and information from the integrated solutions
  • 35. SF Account Type Account Status Timeline for Purchase Current Need Pain Points Contact enters: Timeline for Purchase, Current Need, Pain Points 1 Find matching Contact in SF by sfapp_id Update: Timeline for Purchase, Current Need, Pain Points2 SF Contact Timeline for Purchase Current Need Pain Points 3 4 5 SF Apex Trigger Example of SF integration SF Outbound Msg to PHP Listener Find matching Contacts by SF Account (MF Company)
  • 36.  You must have a “platform” in place, capable of meeting today’s customer’s needs  Data Extract Tools, flexible API’s and a variety of “Apps” are needed to facilitate interaction between various platforms 6 Key Success Factors 10 1 2 3 4 5 6
  • 37. MORE THAN AN EVENT MARKETING SOLUTION IOWA IMMUNIZATION COALITION
  • 38. Iowa Immunization Coalition  The opportunity didn’t come to us  We created it through our consultative approach to our prospects and customers – We seek opportunities to solve problems or to bring innovative ideas, programs and tools to the table for improved results
  • 39. Iowa Immunization Coalition Challenge  One person department, resource challenged  Improve the overall registration process for the annual event  Gain critical marketing intelligence and insight on respondents Solution  Create a multi-media, multi-response, automated program that provides increased capabilities without zapping the productivity of the organization
  • 40.  Program launches with a direct mail piece  Includes a Purl and URL
  • 41. Two channels, Web and Direct Mail  Website for registration – Access to landing pages
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  • 46. Web site visits link to program
  • 48. Contacts in Studio – displaying member attributes such as “dues” and “member” along with payment information
  • 49. Results  Productivity went up, costs down  Board loved it  Gained a partner rather than working with multiple vendors  Didn’t shop the program Year 2
  • 50. Your Plan for 2015 Based on your ongoing success with varied customer programs, what do you have planned for this year’s activities?
  • 51. Program Evolution Jason, how have your customer programs evolved over the last several years?
  • 52. #1 Challenge When working with your customers what's the number one challenge you face today?
  • 53. Q & A Jason and Joe
  • 54. jmanos@mindfireinc.com Going to PODi This Year? Let’s meet! May 11-13 Harrah’s Las Vegas
  • 55. We are here to help you
  • 56. Your Hosts Jason Quinn Joe Manos Vice President of Marketing Services Executive Vice President Edwards MindFireInc jason.quinn@ega.com jmanos@mindfireinc.com