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Why Voice is the New Differentiator for Digital Marketers How marketers are leveraging conversation intelligence to optimize inbound calls and grow their pipeline. Speakers: Sarah Wernik Sr. Customer Success Manager, Invoca Kyle Christiansen VP Marketing, Invoca Lauren Ishimaru Product Marketing Manager, Invoca Host:
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WEBINAR: Invoca Signal

May 12, 2015

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Marketing

Invoca

Mobile is now the default platform for both consumer and business interactions, but marketers have been trying to copy and paste the desktop experience to the mobile device - and it is not working. The smartphone is much more than a computer, it's a communications device. Marketers can leverage conversation intelligence to optimize inbound calls and grow their pipelines.
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Page 1: WEBINAR: Invoca Signal

Why Voice is the New Differentiator for Digital MarketersHow marketers are leveraging conversation intelligence to optimize inbound calls and grow their pipeline.

Speakers:

Sarah WernikSr. Customer Success Manager, Invoca

Kyle ChristiansenVP Marketing, Invoca

Lauren IshimaruProduct Marketing Manager,Invoca

Host:

Page 2: WEBINAR: Invoca Signal

Today’s Agenda

Call with basic information

request

1. Speaker Introductions

2. The Evolving Customer Journey

3. Conversation Intelligencea) What it isb) Use cases

4. Questions Tweet your questions and comments to @Invoca #InvocaSignal

Page 3: WEBINAR: Invoca Signal

Meet the Speakers

• 15+ years experience in SaaS Digital Marketing

• Former VP of Marketing at Responsys

• Served in senior strategic product marketing and management roles at Zuora and at Salesforce.com

Kyle ChristensenVP Marketing,

Invoca

@Invoca #InvocaSignal

Page 4: WEBINAR: Invoca Signal

Meet the Speakers

• 5+ years experience in SaaS Digital Marketing

• Former account manager at performance marketing agency

• Leading front on Invoca Signal customer adoption

Sarah WernikSr. Customer Success

Manager, Invoca

@Invoca #InvocaSignal

Page 5: WEBINAR: Invoca Signal

The Evolving Customer Journey

Page 6: WEBINAR: Invoca Signal

Mobile Is Now the Default Platform for both Consumer and Business Interactions.

EMAIL

51% of Emails are Opened on Mobile

SEARCH

Mobile Search to Overtake Desktop

Search in 2015

ADS

Mobile Ad Spending Growing at 3x Non-

Mobile Digital Spending

SOCIAL

100% of Facebook’s

Revenue Growth is Coming from

Mobile

Page 7: WEBINAR: Invoca Signal

It’s Not That the Path to Purchase Has Migrated to the Smartphone.It’s That It Has Evolved Entirely.

90% of consumers begin a search process on one device and complete it on another… and that device is typically a smartphone

61% of consumers who search on a mobile device make a call as a result of that search.

AwarenessResearch

EngagementConsideration

Google Mobile Playbook, 2013

Page 8: WEBINAR: Invoca Signal

Source: Monetate eCommerce Quarterly

Report

The digital “path to purchase” on smartphones converts at just

of the rate of traditional desktop

or tablet devices.

25 - 33%

Not just a “small computer.”

Copying and Pasting the Desktop Experience to the Mobile Device Is a Path to Failure.

Page 9: WEBINAR: Invoca Signal

of mobile users have clicked to call a business from search.

of mobile searchers say the call is the most important step in the purchase process.

http://www.thinkwithgoogle.com/research-studies/click-to-call.html

70%

61%

This is also a phone.

Successful Marketers Recognize that This is More than a Computer, It’s a Communications Device.

Page 10: WEBINAR: Invoca Signal

30 BillionThis year, people will call businesses over

times in the US alone.

$4 BillionAnd businesses will spend over

on technology to support these phone calls.

Consumers Have Already Figured this Out. In a Major Way.

Page 11: WEBINAR: Invoca Signal

This is a computer. This is a phone.

The Complete Mobile Experience.

Companies Must Adapt for a World Where the Mobile Journey Blends Digital Experiences with Communications Experiences.

Phone CallsVoice SMS & PushStreaming AudioVideo ConferencingLocation

SearchMobile Web

EmailSocial Networking

Display AdsApps

Page 12: WEBINAR: Invoca Signal

The Billions Spent to Shape & Monetize the Digital Experience Come Up Short in a Mobile, Cross-Device World.

BidManagement Re-Targeting

MarketingAutomation

Testing &Optimization

$5 Billion will be spent in 2014 in these four categories alone.

Page 13: WEBINAR: Invoca Signal

Example: Marketing Automation Doesn’t Speak “Phone.”

John Clicks Search Offer

Send John Personalized

Email

Target John with Display

Ad

Target John with

Social Offer

Show John Personalized

Web Content

7% Clicked 12% Clicked

2% Clicked

28% Clicked

15% Clicked

Lead Tracked & Scored.

Page 14: WEBINAR: Invoca Signal

Example: Marketing Automation Doesn’t Speak “Phone.”

Lead Unknown.

When the “path to purchase” moves from online to offline, the marketing automation leaders

consistently deliver a very expensive false negative.

false negative

Page 15: WEBINAR: Invoca Signal

Example: Bid Management Doesn’t Speak “Phone.”

Bid More. Bid Less.

false negative

Page 16: WEBINAR: Invoca Signal

Example: Web Optimization Doesn’t Speak “Phone.”

Page Converted.

Page Abandoned.

false negative

Page 17: WEBINAR: Invoca Signal

complete purchase

Example: Retargeting Doesn’t Speak “Phone.”

Converted.Target for

Upsell.

Abandoned.Target for Discount.

false negative

Page 18: WEBINAR: Invoca Signal

DIGITALIntelligence

COMMUNICATIONSIntelligence

Half of the Interactions that Drive Purchases Are Invisible to Traditional Digital Sales & Marketing Platforms.

“The New Path-To-Purchase” July 2014

50% of consumers move

offline to make purchases.

66% of consumers use digital

resources to discover and explore purchases.

Page 19: WEBINAR: Invoca Signal

Finally. SaaS that Speaks Phone.

In a world gone mobile, Invoca combines the ease of SaaS applications with communications technology, so marketers can make better decisions, create amazing customer experiences, and drive more revenue.

Page 20: WEBINAR: Invoca Signal

A Tale of Two Departments

Divided

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Which would you prefer?

OR

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Which would you prefer?

SALES

OR

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Which would you prefer?

SALES

Rich InteractionHigh intent

OR

Page 24: WEBINAR: Invoca Signal

Which would you prefer?

SALES

High intent Basic Interaction

Low intent

OR

Rich Interaction

Page 25: WEBINAR: Invoca Signal

Which would you prefer?

SALES

High intent Low intent

MARKETING

OR

Basic Interaction

Rich Interaction

Page 26: WEBINAR: Invoca Signal

Which would you prefer?

SALES

High intent Low intent

MARKETING

Highly Measurable

OR

Basic Interaction

Rich Interaction

Page 27: WEBINAR: Invoca Signal

Which would you prefer?

SALES

High intent Low intent

MARKETING

OR

Highly Measurable

Basic Interaction

Rich Interaction

Page 28: WEBINAR: Invoca Signal

Which would you prefer?

SALES

High intent Low intent

MARKETING

Highly Measurable

Basic Interaction

Rich Interaction

Page 29: WEBINAR: Invoca Signal

A Solution:Conversation Intelligence

Page 30: WEBINAR: Invoca Signal

SALES MARKETING

Rich Interaction

High intent High Measurability

SALES

+

MARKETING

+

Conversation Intelligence combines the richness and high intent of phone conversations with the measurability of digital forms.

Page 31: WEBINAR: Invoca Signal

Get the rich conversation intelligence, without all the work

WITHOUT

@Invoca #InvocaSignal

Page 32: WEBINAR: Invoca Signal

Invoca Signal: Optimize Every Voice Interaction

Invoca Signal Technology listens for user-defined keywords, giving you insight into every inbound call, like:

Special promos mentioned

Sales messaging being used

Set appointments or

sales

Competitors mentioned

And more!

Page 33: WEBINAR: Invoca Signal

Top Ways to Use Conversation

Intelligence

6

Page 34: WEBINAR: Invoca Signal

1 Prove Marketing ROI

Page 35: WEBINAR: Invoca Signal

@Invoca #InvocaSignal

✔ ✔

Prove Marketing ROI

Get credit for conversions that happen over the phone in near real-time instead of weeks or months down the road.

1

Page 36: WEBINAR: Invoca Signal

2Define Lead Quality

Page 37: WEBINAR: Invoca Signal

Define Lead Quality

Identify the characteristics of qualified versus unqualified leads to improve both marketing and sales performance.

@Invoca #InvocaSignal

Hi I would like to place an order. My

credit card number is...

Hi I would like to talk to

customer support. My

account number is…✔ ✗

2

Page 38: WEBINAR: Invoca Signal

3Optimize Marketing Campaigns

Page 39: WEBINAR: Invoca Signal

Optimize Marketing Campaigns

Increase spend on campaigns driving high-converting calls and minimize spend on the campaigns driving low-converting calls.

@Invoca #InvocaSignal

✔ ✗ ✔ ✗Paid Search Display Mobile Offline

3

Page 40: WEBINAR: Invoca Signal

4Test New Sales Messaging

Page 41: WEBINAR: Invoca Signal

Test New Sales Messaging

Identify the sales messaging contributing to deals both won and lost.

@Invoca #InvocaSignal

SCRIPT A SCRIPT B

✗ ✔

VS

4

Page 42: WEBINAR: Invoca Signal

5Monitor the Competitive Landscape

Page 43: WEBINAR: Invoca Signal

Monitor the Competitive Landscape

See which competitors are being mentioned on deals both won or lost to arm your sales team with the right messaging.

@Invoca #InvocaSignal

Competitor 1 Competitor 2 Competitor 3 Competitor 4 Competitor 5

5

Page 44: WEBINAR: Invoca Signal

6Enhance the Customer

Experience

Page 45: WEBINAR: Invoca Signal

Enhance the Customer Experience

Use Invoca Signal to automatically trigger a seamless and customized user experience, like specialized lead nurturing tracks.

@Invoca #InvocaSignal

6

Page 46: WEBINAR: Invoca Signal

Questions

Use the chat bar, or Twitter!

@Invoca #InvocaSignal

?