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5 Strategies for Effectively
Integrating SMS, IVR and Social
Kane Russell
Vice President of Marketing
Waterfall
Amy Brennan
Marketing Manager
Angel
Your Presenters
Kane Russell
Vice President of Marketing
Waterfall
Amy Brennan
Marketing Manager
Angel
Today s Discussion
Angel &
Waterfall
Mobile
Channel
Overview
5 Steps
For
Integrating
SMS, IVR
and Social
Audience
Q&A
Angel Company Overview
§  Founded in 1999 as a BU of (NASDAQ: MSTR)
§  Patented IVR Technology: 25+ granted
§  Over 1,200 customers in 20 different industries
§  Over 10,000 applications deployed including many of nation s top consumer brands
§  Industry Awards for Technology Excellence
Why Move To the Cloud?
§  Highest level of security
§  Platform Scalability & Geo-Redundancy
§  Eliminate/reduce Capital Expense
§  Continual Technology Refresh
§  Speed to Market
§  Instant IT bandwidth
§  Pay for what you use
Best-in-Breed Solutions
Inbound IVR Outbound IVR Virtual Call Center
Angel Vision: Redefine VoiceCustomerExperiencePlatform
Web Accessible Data Integration
Multi-Channel
Interaction Capability
Web Mobile Email PhoneSMS
Seamless Data
IntegrationData
Warehouses
ERPCRM
Voice Biometrics
CTI
Name & Address
Capture
Phone Payment
Solution Real-time Transcription
Mobility Chat
Plug & Play Apps
GPS
MULTI-CHANNEL / MULTI-MODAL COMMUNICATION
On-Demand Business Intelligence Analytics
Intuitive BI Analytics
The IVR experience is just as
important as the technology.
User-centered design methodologies, evaluation
tools, and best practices will deliver better IVR
experiences and business results.
Let s Face it: Many People Hate
IVRs…
1) You are asked by the agent to repeat
information that you already
provided.
2) You are made to listen to several
minutes of nonsense before you are
offered anything that you care about.
3) You are made to wait a long time
only to be routed to an agent who
doesn t know who you are or what
you want.
4) You wait a long time only to discover
that you are in the wrong queue.
5) You are bounced from one IVR
system to another IVR system.
Good automation:	

•  Knows who you are…
•  Caters to your preferences…
•  Anticipates your needs…
•  Respects your time…
•  Serves you quickly!
	

And now… knows WHERE you are
But They Like Good Automation
Your order has
been confirmed	

Need Help?	

888-692-6435
Waterfall Overview
§  Founded August 2005
§  Offices in San Francisco (HQ), New York City and Austin, TX
§  Backed by $6B software fund Vista Equity Partners
§  Cross-channel mobile & social CRM
Success comes down
to execution
Channel Overview
SMS
IVR
Social
SMS is an
interactive and
immediate form of
communication.
SMS Execution
1)  Include time sensitivity in your
messaging
2)  Integrate a clear call to action
informing next steps
3)  Focus on driving customer
lifetime value as opposed to
one-off engagement
4)  Use language appropriate for
the text message environment
5)  Mind time of day when
delivering messages
How to create interactivity and
immediacy:
The IVR
experience is just
as important as
the technology.
IVR Execution
1)  Asked to repeat information that
you already provided
2)  Made to listen to several minutes
of non-substantive filler
3)  Made to wait a long time only to
be routed to an a agent
4)  Wait a long time only to discover
that you are in the wrong queue
5)  Bounced from one IVR system to
another
Poor experience includes:
1)  Dedicate resources to listening to
social conversations
2)  Generate one-to-many
conversations with the desired
audience
3)  Use multimedia resources to
invigorate your social ecosystem
4)  Address negative feedback
honestly rather than covering up
5)  Embrace social across your
organization
Social media is a
give and take means
to engage a desired
audience.
Social Execution
Focus areas:
5 Steps For Integrating SMS, IVR & Social
Address the low hanging fruit
Drive innovation with multiple channels
Share data across channels
Use data to inform and iterate
Develop ongoing personalized conversations
1) Address The Low Hanging Fruit
Collect data via multiple
channels
Integrate calls to action
across media
Case In Point: Stella Artois
Multichannel commitment
increases # of eyeballs &
campaign trust
2) Drive Innovation With Multiple Channels
1)  Assess each individual
channel to understand
how it interrelates with
others.
2)  Understand each
channel’s role within a
multichannel campaign
3)  Preplan the follow- up
strategy
Roadmap
Case In Point: Jay Z Decoded
1)  Pre-book launch, every page released to
the public using encoded pages placed in
strategic locations
2)  Fans decoded pages over the course of a
month
3)  Clues found in person or online via
Bing.com
4)  Text in unique game code from found and
decoded pages
5)  Credit for decoding awarded online upon
which players could share via social media
sites
6)  Participants also entered to win various
prizes including NYE Jay-Z concert
2011 Multi-platform search experience and interactive game
to decode Jay-Z’s life and lyrics
3) Share Data Across Channels
Moving from multichannel to cross-channel marketing
Multichannel marketing puts customers
and data as recipients of multi-pronged
communication strategy.
Cross-channel marketing puts customers and
data at the center of an integrated
communication strategy.
CUSTOMERS CHANNELS BRAND
Case In Point: PayNearMe
Partnership between PayNearMe and 7-Eleven
1)  Allows for the purchase of online goods using
zero cash or credit cards on hand.
2)  Users execute a purchase using their
PayNearMe account and later settle the
balance in person at a local retailer like 7-11.
3)  Account holders can check account balance,
transaction history, and payments history in real
time via the web, IVR and SMS.
4)  User-centric CRM, with user information shared
and updated across SMS, IVR and online
simultaneously.
4) Use Data To Inform And Iterate
Strategy: Send the right message, at the
right time, to the right person, in the right place
in the optimal format
Subscriber Data
Segmentation points about
individual subscribers, such
as date of birth, gender,
zip code, shoe size
Operational Data
Analysis of subscriber
behavior in aggregate, such
as opt out rates, open rates,
inventive level
Case Almost Point: Assorted Campaigns
Stop marketing – create personalized engagement instead
5) Develop Ongoing Personalized Conversation
SMS, IVR and social
communication should replicate
consumer conversation.
1) Interactive
2) Ongoing
3) One channel picks up where
another leaves off
4) One-to-many communication
moves to one-to-one
5) Case Almost Point: PETA
Use collected data to personalize the conversation
Key Takeaways
•  The result: Delight your customers by delivering the right message, at the right
time, to the right person, in the right place in the optimal format.
Disseminate calls to action across media Grab the low hanging fruit
Drive campaign innovation Use multiple channels
Develop a cross-channel perspective Integrate SMS/IVR/Social data
Determine messaging strategy from data Optimize to the user
Deepen engagement and insight over time Create conversations
Q&A
Kane Russell
Vice President of Marketing, Waterfall
krussell@waterfall.com
Resources: Blog | eBooks
Amy Brennan
Marketing Manager, Angel
abrennan@angel.com
Resources: Blog | Mobility White Paper

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5 strategies for effectively integrating sms, ivr and social

  • 1. 5 Strategies for Effectively Integrating SMS, IVR and Social Kane Russell Vice President of Marketing Waterfall Amy Brennan Marketing Manager Angel
  • 2. Your Presenters Kane Russell Vice President of Marketing Waterfall Amy Brennan Marketing Manager Angel
  • 3. Today s Discussion Angel & Waterfall Mobile Channel Overview 5 Steps For Integrating SMS, IVR and Social Audience Q&A
  • 4. Angel Company Overview §  Founded in 1999 as a BU of (NASDAQ: MSTR) §  Patented IVR Technology: 25+ granted §  Over 1,200 customers in 20 different industries §  Over 10,000 applications deployed including many of nation s top consumer brands §  Industry Awards for Technology Excellence
  • 5. Why Move To the Cloud? §  Highest level of security §  Platform Scalability & Geo-Redundancy §  Eliminate/reduce Capital Expense §  Continual Technology Refresh §  Speed to Market §  Instant IT bandwidth §  Pay for what you use
  • 6. Best-in-Breed Solutions Inbound IVR Outbound IVR Virtual Call Center Angel Vision: Redefine VoiceCustomerExperiencePlatform Web Accessible Data Integration Multi-Channel Interaction Capability Web Mobile Email PhoneSMS Seamless Data IntegrationData Warehouses ERPCRM Voice Biometrics CTI Name & Address Capture Phone Payment Solution Real-time Transcription Mobility Chat Plug & Play Apps GPS MULTI-CHANNEL / MULTI-MODAL COMMUNICATION On-Demand Business Intelligence Analytics Intuitive BI Analytics
  • 7. The IVR experience is just as important as the technology. User-centered design methodologies, evaluation tools, and best practices will deliver better IVR experiences and business results.
  • 8. Let s Face it: Many People Hate IVRs… 1) You are asked by the agent to repeat information that you already provided. 2) You are made to listen to several minutes of nonsense before you are offered anything that you care about. 3) You are made to wait a long time only to be routed to an agent who doesn t know who you are or what you want. 4) You wait a long time only to discover that you are in the wrong queue. 5) You are bounced from one IVR system to another IVR system.
  • 9. Good automation: •  Knows who you are… •  Caters to your preferences… •  Anticipates your needs… •  Respects your time… •  Serves you quickly! And now… knows WHERE you are But They Like Good Automation Your order has been confirmed Need Help? 888-692-6435
  • 10. Waterfall Overview §  Founded August 2005 §  Offices in San Francisco (HQ), New York City and Austin, TX §  Backed by $6B software fund Vista Equity Partners §  Cross-channel mobile & social CRM
  • 11. Success comes down to execution Channel Overview SMS IVR Social
  • 12. SMS is an interactive and immediate form of communication. SMS Execution 1)  Include time sensitivity in your messaging 2)  Integrate a clear call to action informing next steps 3)  Focus on driving customer lifetime value as opposed to one-off engagement 4)  Use language appropriate for the text message environment 5)  Mind time of day when delivering messages How to create interactivity and immediacy:
  • 13. The IVR experience is just as important as the technology. IVR Execution 1)  Asked to repeat information that you already provided 2)  Made to listen to several minutes of non-substantive filler 3)  Made to wait a long time only to be routed to an a agent 4)  Wait a long time only to discover that you are in the wrong queue 5)  Bounced from one IVR system to another Poor experience includes:
  • 14. 1)  Dedicate resources to listening to social conversations 2)  Generate one-to-many conversations with the desired audience 3)  Use multimedia resources to invigorate your social ecosystem 4)  Address negative feedback honestly rather than covering up 5)  Embrace social across your organization Social media is a give and take means to engage a desired audience. Social Execution Focus areas:
  • 15. 5 Steps For Integrating SMS, IVR & Social Address the low hanging fruit Drive innovation with multiple channels Share data across channels Use data to inform and iterate Develop ongoing personalized conversations
  • 16. 1) Address The Low Hanging Fruit Collect data via multiple channels Integrate calls to action across media
  • 17. Case In Point: Stella Artois Multichannel commitment increases # of eyeballs & campaign trust
  • 18. 2) Drive Innovation With Multiple Channels 1)  Assess each individual channel to understand how it interrelates with others. 2)  Understand each channel’s role within a multichannel campaign 3)  Preplan the follow- up strategy Roadmap
  • 19. Case In Point: Jay Z Decoded 1)  Pre-book launch, every page released to the public using encoded pages placed in strategic locations 2)  Fans decoded pages over the course of a month 3)  Clues found in person or online via Bing.com 4)  Text in unique game code from found and decoded pages 5)  Credit for decoding awarded online upon which players could share via social media sites 6)  Participants also entered to win various prizes including NYE Jay-Z concert 2011 Multi-platform search experience and interactive game to decode Jay-Z’s life and lyrics
  • 20. 3) Share Data Across Channels Moving from multichannel to cross-channel marketing Multichannel marketing puts customers and data as recipients of multi-pronged communication strategy. Cross-channel marketing puts customers and data at the center of an integrated communication strategy. CUSTOMERS CHANNELS BRAND
  • 21. Case In Point: PayNearMe Partnership between PayNearMe and 7-Eleven 1)  Allows for the purchase of online goods using zero cash or credit cards on hand. 2)  Users execute a purchase using their PayNearMe account and later settle the balance in person at a local retailer like 7-11. 3)  Account holders can check account balance, transaction history, and payments history in real time via the web, IVR and SMS. 4)  User-centric CRM, with user information shared and updated across SMS, IVR and online simultaneously.
  • 22. 4) Use Data To Inform And Iterate Strategy: Send the right message, at the right time, to the right person, in the right place in the optimal format Subscriber Data Segmentation points about individual subscribers, such as date of birth, gender, zip code, shoe size Operational Data Analysis of subscriber behavior in aggregate, such as opt out rates, open rates, inventive level
  • 23. Case Almost Point: Assorted Campaigns Stop marketing – create personalized engagement instead
  • 24. 5) Develop Ongoing Personalized Conversation SMS, IVR and social communication should replicate consumer conversation. 1) Interactive 2) Ongoing 3) One channel picks up where another leaves off 4) One-to-many communication moves to one-to-one
  • 25. 5) Case Almost Point: PETA Use collected data to personalize the conversation
  • 26. Key Takeaways •  The result: Delight your customers by delivering the right message, at the right time, to the right person, in the right place in the optimal format. Disseminate calls to action across media Grab the low hanging fruit Drive campaign innovation Use multiple channels Develop a cross-channel perspective Integrate SMS/IVR/Social data Determine messaging strategy from data Optimize to the user Deepen engagement and insight over time Create conversations
  • 27. Q&A Kane Russell Vice President of Marketing, Waterfall krussell@waterfall.com Resources: Blog | eBooks Amy Brennan Marketing Manager, Angel abrennan@angel.com Resources: Blog | Mobility White Paper