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Mobile Marketing and Retail Clienteling 
How to Boost Profits with Integrated SMS and MMS
01 | Mobile Marketing and Retail Clienteling 
Mobile Marketing and Retail Clienteling 
How to Boost Profits with Integrated SMS and MMS 
SMS is becoming more and more popular in today’s 
world as a preferred method of contact. It should 
come as no surprise: 91% of adults keep their smart-phones 
within arm’s reach (Source: Forbes.com). 
This is as true in retail as it is in other industries, 
where more and more consumers are making it clear 
that SMS is their preferred method of communicating 
with in-store associates. 
This has presented a few real challenges to retailers, 
however, as mobile messaging is largely an unman-aged 
and unmonitored form of communication 
today. While many retailers leverage SMS gateways 
to send communications to customers regarding 
service-related communications, these most often 
are not 2-way conversations. 
By using the company’s SMS shortcode, outbound 
texts can be sent individually or in bulk at competitive 
rates, however, such messages are largely designed 
for one-way communication from the company as a 
whole, and not from an individual associate. 
The most significant challenge to 2-way communica-tions 
via SMS is that the technology was designed as 
a device-to-device level of communication. As such, 
2-way messaging can easily be handled when being 
sent from a specific phone number, with subsequent 
replies going back to that number. 
The shortcode was designed to provide messaging 
from an entity such as a company, but most of these 
communications are not expecting a response, or if 
there is a response, are most often expecting a nu-meric 
response to trigger a next action. For example, 
companies are using SMS as bill payment reminders, 
allowing users to respond with “1” to pay the cur-rent 
month, “2” to pay a full outstanding balance, etc. 
These responses then trigger a step in a pre-defined 
workflow. 
Correspondence from an associate, on the other 
hand, should mimic the real-world communications 
Copyright 2014 Raymark Xpert Business Systems, Inc. All rights reserved. 
3 Ways Retailers Can Use 
Mobile Messaging to Build 
Loyalty and Boost Sales 
Offer Delivery 
Send customers offers and promotions directly to 
their mobile devices and allow them to redeem of-fers 
without the hassle of clipping paper coupons. 
Customer Service 
Amaze your customers with instant updates re-garding 
service issues such as repairs, alterations 
and orders. An eyewear retailer might want to send 
a notice about prescription expiry or a reminder 
to use up annual insurance allowances. Run a 
loyalty program? Remind customers that they have 
rewards to use or that they are only a few points 
away from a higher tier. 
Associate Outreach 
Grow the 1:1 relationship between associates and 
customers who have opted-in to mobile messaging 
by enabling them to send personal communica-tions 
to customers, while managing and monitoring 
those interactions from a corporate level.
02 | Mobile Marketing and Retail Clienteling 
between a customer and a friend. This communication should be 
2-way, and the customer should be communicating directly with 
an individual when they respond, not a central location or set of 
pre-defined workflows. As simple as this sounds, it complicates 
things quite a bit for retail technology. Shortcodes have not been 
found to work effectively for this scenario, as multiple associates 
may be communicating to a customer sharing a code, so replies 
are nearly impossible to guarantee being re-routed to the original 
sender. Instead the outbound message should be sent from a 
unique mobile ID, so each communication becomes discreet and 
personal. 
Making it Happen 
There are three approaches to accomplishing this direct associ-ate- 
to-consumer texting: 
• Option 1 - Leverage a device with texting capabilities and a 
texting plan. This can be company provided or user’s own device 
(Bring Your Own Device - BYOD). 
• Option 2 - Leverage a service whereby the outbound communi-cation 
is sent via text, and the response is received via e-mail. 
• Option 3 - Leverage a 2-way gateway where each user has a vir-tual 
mobile number, which can send and receive text messages 
as two-way communications. 
User’s Own Device and Plan 
The primary advantage to this approach is that the user, in this 
case an associate using their own device, can use the clienteling 
interface for outbound communications, or their own texting ca-pabilities, 
and this communication can be captured and recorded 
in the clienteling solution. In terms of user experience, this is the 
closest to how the associate is accustomed to using their own 
device. The primary disadvantage of this approach is that SMS 
and MMS are only supported on devices with associated phone 
plans, so clienteling users on PCs or tablets would not have tex-ting 
capabilities. 
SMS to E-Mail 
In option 2, the communication method is broken into two differ-ent 
forms: one for the outbound, and the other for the inbound. 
This is not overly problematic, as the store associate would then 
rely exclusively on sending outbound SMS through the customer 
profile, and would therefore have no other means to texting, and 
no other texting interface to be concerned with. Responses sent 
by consumers via SMS would appear as items in the e-mail inbox, 
from which the customer profile can be launched and the user 
could send a response via text. 
Virtual Mobile Number 
Option 3 entails the setup of a virtual mobile number for each 
associate, and the solution would handle this virtual number by 
linking it to the associate, regardless of the device the associate 
was using. In other words, the associate would have access to 
texting capabilities on a PC, a tablet or a phone (much like option 
2), and would have access to an SMS/MMS inbox, where they 
could communicate in an entirely controlled and managed envi-ronment. 
One disadvantage of this option is the added manage-ment 
time needed for the virtual phone numbers. 
Copyright 2014 Raymark Xpert Business Systems, Inc. All rights reserved.
03 | Mobile Marketing and Retail Clienteling 
Copyright 2014 Raymark Xpert Business Systems, Inc. All rights reserved. 
1 
HIGH 
VIEW RATE 
Brands using SMS successfully 
reach 95% of smartphone 
and non-smartphone users. 
Compare this to a typical 
open rate for e-mail, which 
can hover around 18% in the 
retail industry. 
(Source: GoMoNews.com) 
2 
REAL-TIME 
COMMUNICATIONS 
90% of text messages get 
read within 3 minutes of 
delivery. 
(Source: ImpigeMobileStrategy.com, 
2011) 
3 
HIGH CONVERSION 
RATE 
Mobile coupons receive 10x 
higher redemption rates than 
print coupons. 
(Source: GoMobileBook.com) 
4 
HAPPY CUSTOMERS 
42% of consumers prefer SMS 
deals versus bar-code scans 
or push message coupons. 
(Source: Mobile Marketer, 2013) 
Benefits of 
Using SMS 
and MMS 
for Retail 
Marketing 
and 
Customer 
Engagement
04 | Mobile Marketing and Retail Clienteling 
Award-winning Mosaic Clienteling puts customer-centric retailing at your fingertips. Mosaic 
Clienteling is an in-store, associate-facing relationship selling system for retailers. It is designed 
to provide knowledge of the enterprise across channels to associates on the store floor: at the 
point of decision. 
Copyright 2014 Raymark Xpert Business Systems, Inc. All rights reserved. 
About Raymark Mosaic Clienteling 
Rapid ROI 
Achieve rapid ROI with proven techniques that will bring about 
increases in traffic, conversion, average transaction value 
and even gross margin within timeframes as short as a few 
months. 
Build Loyalty 
Mosaic Clienteling is a proven solution that empowers retailers to 
build customer loyalty with omni-channel clienteling functionality 
for one-to-one relationship selling. 
Hardware Independence 
As new devices, form factors and operating systems become 
available, the application’s HTML5 technology will enable it to run 
on various device types, including tablets, handhelds and PCs. 
Extendable Functionality 
Mosaic Store Platform is extendable, enabling retailers to enhance 
or add onto the existing features and functionality. 
Faster Training and Deployment 
Increase training and deployment speed by configuring the 
application’s layouts, labels and look so that it becomes a custom 
tool, without the added expense of custom development. 
Sell More and Boost Margins 
Improve stock movement and achieve higher margins with 
intelligent cross-selling and up-selling and customer-centric 
features including wishlists, outreach tasks and more. 
Key Features 
• Virtual closet and transaction history 
• Promotions and loyalty 
• Notes and preferences 
• Contact page and client permissions 
• Tasks and communications (SMS, call, letter, e-mail, etc.) 
• Wish lists 
• Surveys and preferences 
• Relationships 
• Events (birthdays, anniversaries, etc.) 
• Statistics 
• Communication templates
Raymark 
5460 Côte de Liesse 
Montréal, Québec 
Canada H4P 1A5 
T: 1-800-346-7296 
F: 1-514-737-0014 
E: info@raymark.com 
W: www.raymark.com 
For 25 years, Raymark has been empowering retail with leading-edge 
enterprise software solutions that help the world’s most prestigious 
international retailers optimize stock turns, build customer loyalty, and 
increase sales. Raymark develops and markets the ultimate suite of flex-ible 
and interconnected applications deployed in a centralized environ-ment 
and offers professional turnkey solutions including implementa-tion, 
training and customer support. www.raymark.com

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Mobile Marketing and Retail Clienteling

  • 1. White Paper Mobile Marketing and Retail Clienteling How to Boost Profits with Integrated SMS and MMS
  • 2. 01 | Mobile Marketing and Retail Clienteling Mobile Marketing and Retail Clienteling How to Boost Profits with Integrated SMS and MMS SMS is becoming more and more popular in today’s world as a preferred method of contact. It should come as no surprise: 91% of adults keep their smart-phones within arm’s reach (Source: Forbes.com). This is as true in retail as it is in other industries, where more and more consumers are making it clear that SMS is their preferred method of communicating with in-store associates. This has presented a few real challenges to retailers, however, as mobile messaging is largely an unman-aged and unmonitored form of communication today. While many retailers leverage SMS gateways to send communications to customers regarding service-related communications, these most often are not 2-way conversations. By using the company’s SMS shortcode, outbound texts can be sent individually or in bulk at competitive rates, however, such messages are largely designed for one-way communication from the company as a whole, and not from an individual associate. The most significant challenge to 2-way communica-tions via SMS is that the technology was designed as a device-to-device level of communication. As such, 2-way messaging can easily be handled when being sent from a specific phone number, with subsequent replies going back to that number. The shortcode was designed to provide messaging from an entity such as a company, but most of these communications are not expecting a response, or if there is a response, are most often expecting a nu-meric response to trigger a next action. For example, companies are using SMS as bill payment reminders, allowing users to respond with “1” to pay the cur-rent month, “2” to pay a full outstanding balance, etc. These responses then trigger a step in a pre-defined workflow. Correspondence from an associate, on the other hand, should mimic the real-world communications Copyright 2014 Raymark Xpert Business Systems, Inc. All rights reserved. 3 Ways Retailers Can Use Mobile Messaging to Build Loyalty and Boost Sales Offer Delivery Send customers offers and promotions directly to their mobile devices and allow them to redeem of-fers without the hassle of clipping paper coupons. Customer Service Amaze your customers with instant updates re-garding service issues such as repairs, alterations and orders. An eyewear retailer might want to send a notice about prescription expiry or a reminder to use up annual insurance allowances. Run a loyalty program? Remind customers that they have rewards to use or that they are only a few points away from a higher tier. Associate Outreach Grow the 1:1 relationship between associates and customers who have opted-in to mobile messaging by enabling them to send personal communica-tions to customers, while managing and monitoring those interactions from a corporate level.
  • 3. 02 | Mobile Marketing and Retail Clienteling between a customer and a friend. This communication should be 2-way, and the customer should be communicating directly with an individual when they respond, not a central location or set of pre-defined workflows. As simple as this sounds, it complicates things quite a bit for retail technology. Shortcodes have not been found to work effectively for this scenario, as multiple associates may be communicating to a customer sharing a code, so replies are nearly impossible to guarantee being re-routed to the original sender. Instead the outbound message should be sent from a unique mobile ID, so each communication becomes discreet and personal. Making it Happen There are three approaches to accomplishing this direct associ-ate- to-consumer texting: • Option 1 - Leverage a device with texting capabilities and a texting plan. This can be company provided or user’s own device (Bring Your Own Device - BYOD). • Option 2 - Leverage a service whereby the outbound communi-cation is sent via text, and the response is received via e-mail. • Option 3 - Leverage a 2-way gateway where each user has a vir-tual mobile number, which can send and receive text messages as two-way communications. User’s Own Device and Plan The primary advantage to this approach is that the user, in this case an associate using their own device, can use the clienteling interface for outbound communications, or their own texting ca-pabilities, and this communication can be captured and recorded in the clienteling solution. In terms of user experience, this is the closest to how the associate is accustomed to using their own device. The primary disadvantage of this approach is that SMS and MMS are only supported on devices with associated phone plans, so clienteling users on PCs or tablets would not have tex-ting capabilities. SMS to E-Mail In option 2, the communication method is broken into two differ-ent forms: one for the outbound, and the other for the inbound. This is not overly problematic, as the store associate would then rely exclusively on sending outbound SMS through the customer profile, and would therefore have no other means to texting, and no other texting interface to be concerned with. Responses sent by consumers via SMS would appear as items in the e-mail inbox, from which the customer profile can be launched and the user could send a response via text. Virtual Mobile Number Option 3 entails the setup of a virtual mobile number for each associate, and the solution would handle this virtual number by linking it to the associate, regardless of the device the associate was using. In other words, the associate would have access to texting capabilities on a PC, a tablet or a phone (much like option 2), and would have access to an SMS/MMS inbox, where they could communicate in an entirely controlled and managed envi-ronment. One disadvantage of this option is the added manage-ment time needed for the virtual phone numbers. Copyright 2014 Raymark Xpert Business Systems, Inc. All rights reserved.
  • 4. 03 | Mobile Marketing and Retail Clienteling Copyright 2014 Raymark Xpert Business Systems, Inc. All rights reserved. 1 HIGH VIEW RATE Brands using SMS successfully reach 95% of smartphone and non-smartphone users. Compare this to a typical open rate for e-mail, which can hover around 18% in the retail industry. (Source: GoMoNews.com) 2 REAL-TIME COMMUNICATIONS 90% of text messages get read within 3 minutes of delivery. (Source: ImpigeMobileStrategy.com, 2011) 3 HIGH CONVERSION RATE Mobile coupons receive 10x higher redemption rates than print coupons. (Source: GoMobileBook.com) 4 HAPPY CUSTOMERS 42% of consumers prefer SMS deals versus bar-code scans or push message coupons. (Source: Mobile Marketer, 2013) Benefits of Using SMS and MMS for Retail Marketing and Customer Engagement
  • 5. 04 | Mobile Marketing and Retail Clienteling Award-winning Mosaic Clienteling puts customer-centric retailing at your fingertips. Mosaic Clienteling is an in-store, associate-facing relationship selling system for retailers. It is designed to provide knowledge of the enterprise across channels to associates on the store floor: at the point of decision. Copyright 2014 Raymark Xpert Business Systems, Inc. All rights reserved. About Raymark Mosaic Clienteling Rapid ROI Achieve rapid ROI with proven techniques that will bring about increases in traffic, conversion, average transaction value and even gross margin within timeframes as short as a few months. Build Loyalty Mosaic Clienteling is a proven solution that empowers retailers to build customer loyalty with omni-channel clienteling functionality for one-to-one relationship selling. Hardware Independence As new devices, form factors and operating systems become available, the application’s HTML5 technology will enable it to run on various device types, including tablets, handhelds and PCs. Extendable Functionality Mosaic Store Platform is extendable, enabling retailers to enhance or add onto the existing features and functionality. Faster Training and Deployment Increase training and deployment speed by configuring the application’s layouts, labels and look so that it becomes a custom tool, without the added expense of custom development. Sell More and Boost Margins Improve stock movement and achieve higher margins with intelligent cross-selling and up-selling and customer-centric features including wishlists, outreach tasks and more. Key Features • Virtual closet and transaction history • Promotions and loyalty • Notes and preferences • Contact page and client permissions • Tasks and communications (SMS, call, letter, e-mail, etc.) • Wish lists • Surveys and preferences • Relationships • Events (birthdays, anniversaries, etc.) • Statistics • Communication templates
  • 6. Raymark 5460 Côte de Liesse Montréal, Québec Canada H4P 1A5 T: 1-800-346-7296 F: 1-514-737-0014 E: info@raymark.com W: www.raymark.com For 25 years, Raymark has been empowering retail with leading-edge enterprise software solutions that help the world’s most prestigious international retailers optimize stock turns, build customer loyalty, and increase sales. Raymark develops and markets the ultimate suite of flex-ible and interconnected applications deployed in a centralized environ-ment and offers professional turnkey solutions including implementa-tion, training and customer support. www.raymark.com