Microsoft Summit Presentation: Mobile CRM strategies
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Transcript of Microsoft Summit Presentation: Mobile CRM strategies
Darrell K. Rigby Frederick F. Reichheld Phil Schefter
Objectives
• Awareness
• Engagement
• Perception
• Customer Acquisition
• Loyalty
• Retention
Strategy
• Implementation strategy for
integrated campaign tactics
• Design campaign to be dynamic
Tactics
• SMS Alerts/Messaging
• Sweepstakes
• Location Based Services (LBS)
• Point of Sale Integration
• Rich Media Mobile Web
Real-time measurement and analysis of results drives a successful mobile CRM campaign
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
Source: Microsoft Advertising Mobile Consumer Vertical Study -
The Future of Mobile Advertising, Nov. 11, 2009
Average number of hours per week spent with:
✓ ✓ ✓ ✓ ✓ ✓ ✓
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SWEEPSTAKES MOBILE CRM MOBILE
LANDING PAGE
OPT-IN
DATABASE
MOBILE
REGISTRATION TEXT ALERTS TEXT TO WIN APPS
SMS WEBSITE/
WIDGETS
MOBILE COUPON
AWARENESS
ENGAGEMENT
PERCEPTION
ACQUISITION/
LEAD GEN
LOYALTY
RETENTION/
UPGRADE
ABOVE THE LINE MARKETING OBJECTIVES
BELOW THE LINE MARKETING OBJECTIVES
Source: Experian
Mobile
Compliance
Double Opt-
in
Opt-out
STOP
HELP
Two forms
of HELP
24-hour
Timeout
PII Data in
SMS &
Mobile Web
Regional
Compliance
Sarbanes
Oxley
Carrier
Certification
1-way, 2-
way
Messaging
SMS 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. Mandee has
created to date a database of
over 150,000 SMS subscribers.
Web Opt-in
Print Opt-in
The heat wave continues here in LA! Cool off at lunch with an ice cold root beer float, free with every Galaxy Meal purchase at any 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
“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:
Who the customer is
Where they are
What’s happening around them
When they want something
Why they need or want it
Text opt-in for either
single coupon or to opt-
in to couponing alert
group
62407
Miami
Store 33128
Text STORE + your zip code to 44264
to receive a SMS coupon every month
for 20% off your favorite fashions
STORE + your
zip code to 44264
Database Weather
Stock Market
Location Look Up
Product Inventory
Consumer Profile Data
Past Consumer Purchases
Any Other Event or Data Sets
Database receives
keyword opt-in and
delivers a coupon
based on external
events or
information in the
database
Dressbarn: Here’s
something special for
you to celebrate your
birthday. Come into
Dressbarn and get 20%
off any item. Code f5mt
Exp. 5/31/11
Messages sent based on stored
customer profile data with
unique redemption code.
By Consumer Profile Data
SMS Only Coupon:
Contextually relevant
coupon is delivered based
on keyword + database
referencing with unique
redemption code. Dressbarn: It’s a
scorcher in Miami
today! Keep cool with
breezy late summer
skirts. 20% off at any
store. Code t239r Exp.
10/31/11
Dressbarn: Freezing in
NY today? Keep warm
with with a wool
sweater. 20% off all
sweaters at any store.
Code 34r39r Exp.
10/31/11
Contextually relevant coupon
delivered based on
keyword/zip referenced
against weather database
STORE + 10507
Sends coupon for sweaters
based on cold weather
reading for opt-in zip code
By Weather
Text STORE + your zip code to 87812
to receive a SMS coupons every month
for 20% off your favorite 2011 fashions.
Ghiradelli Coupon
Get $1 off the deluxe
Ghiradelli Chocolate
Square
Sets.Exp:9/30/10
http://m.choc.
mobi Msg & Data
Rates May Apply
Coupons with POS Redemption
$1 off Ghirardelli
Squares Gift Sets
Expires 10/25/10
360°
Mobile Coupon
Solution
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5
6
4
3
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CRM/DATA COMPONENT
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
mCommerce (mobile commerce) is the buying and selling of goods and services
through wireless handheld devices such as cellular telephones, tablets etc.
21
Receive
product info
and enter
payment
details
Scan a barcode
or send an SMS
keyword as
promoted in
traditional
media
Product is
delivered to
customer
Customer sees an advertisement for
Phillips in traditional media (e.g billboard
)and decides to “Scan´n Buy” or text
to buy the shaver
1
The buyer enters their
payment card details and
address sent by URL or
3
Save 15% on the new Philips 7000
shaver. Scan ´n Buy now or
text PHILIPS to 87812. Bancore handles the
transaction and informs merchant with required information
4
The scan initiates a Getitcard/Scanbuy landing page that
includes product info and a payment window
2
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Steve Madden Mobile Site Evolution
• Social marketing enablement added to mCommerce functionality
• Uses Facebook “Like” functionality that is pasted to users Facebook wall
• Enables viral product marketing tactics
• Includes “You Might Like” engine to make buying experience even better
• The addition of the social elements Increased traffic 30% in 24 hours
• Using Metrics: shoes that get the most “likes” get special promotions focusing marketing on higher performing products to increase revenue
• To drive people to use “Like” in mobile site, Steve Madden promotes functionality in their own Facebook page
• Steve Madden recently launched its Facebook Commerce environment…it’s the mobile commerce site re-skinned within Facebook itself