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Invoca Martech 2014 Presentation

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Mobile is now the default platform for both consumer and business interactions, whether it is used for email, ads, search, or social. The increased use of mobile has lead to the entire path to purchase to evolve entirely. However, if you are copying and pasting your desktop strategies to the mobile phone, you are on a path to failure. The mobile phone is much more than a miniature computer, it's a communications device. If you're not thinking about phone calls as part of your over all marketing strategy, you are missing data and losing revenue.

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Page 1: Invoca Martech 2014 Presentation
Page 2: Invoca Martech 2014 Presentation

Mobile Changes Everything.

Page 3: Invoca Martech 2014 Presentation

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 4: Invoca Martech 2014 Presentation

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 5: Invoca Martech 2014 Presentation

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 6: Invoca Martech 2014 Presentation

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 7: Invoca Martech 2014 Presentation

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 8: Invoca Martech 2014 Presentation

Mobile Search Is Driving Tens of Billions of Additional Phone Calls

Sources: BIA/Kelsey, 2013; Google, 2012; CWA Cornell, 2008; Contact Babel Contact Center Report, 2012.

30 Billion70+ BillionInbound phone calls via mobile search by 2016.

61%Of mobile product searches result in a phone call

Page 9: Invoca Martech 2014 Presentation

Inbound Phone Calls: More Valuable and Higher Conversion

Education

Home services

Insurance

Financial SvcsCall

Click

$100+

$5-$10

$50-100

$3-$5

$50-75

$2-$4

$30-50

$1-$3

Source: Google, 2012; Invoca, 2013

Value of Lead Types by Industry

For Clicks1-2%

Conversion Rates by Lead Type

30-50%For Calls

Page 10: Invoca Martech 2014 Presentation

Invoca’s Marketing Team’s Data Tells the Same Story

Top Invoca Lead Sources Generating Qualified Opportunities in 2014

Invoca Lead to Opportunity Conversion Rates by Source, Q2 2014

1 - Trade Show2 - Inbound Call

3 - Web Direct4 - Web Organic

5 - Non Paid Referrals

Average Across All Channels:

Average for Inbound Phone

Leads:

6.7%

77.1%

NOTE: This data applies to Invoca data before the successful deployment of Invoca for Salesforce.

HIGH VOLUME GREAT QUALITY

Page 11: Invoca Martech 2014 Presentation

There Is a Billion Dollar Hole in the Marketing

Cloud.

Page 12: Invoca Martech 2014 Presentation

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: Invoca Martech 2014 Presentation

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: Invoca Martech 2014 Presentation

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: Invoca Martech 2014 Presentation

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

Bid More. Bid Less.

false negative

Page 16: Invoca Martech 2014 Presentation

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

Page Converted.

Page Abandoned.

false negative

Page 17: Invoca Martech 2014 Presentation

complete purchase

Example: Retargeting Doesn’t Speak “Phone.”

Converted.Target for

Upsell.

Abandoned.Target for Discount.

false negative

Page 18: Invoca Martech 2014 Presentation

Example: Sales Force Automation Doesn’t Speak “Phone.”

For Clicks:

Granular intelligence

for every interaction

Page 19: Invoca Martech 2014 Presentation

Example: Sales Force Automation Doesn’t Speak “Phone.”

For Conversations:

Little to no detail on each

interaction…if the sales rep remembers to log the call.

Page 20: Invoca Martech 2014 Presentation

DIGITALIntelligence

COMMUNICATIONSIntelligence

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

“The New Path-To-Purchase” July 2014 A commissioned study conducted by Forrester Consulting on behalf of Tapad, March 201

50% of consumers move

offline to make purchases.

66% of consumers use digital

resources to discover products and services.

Page 21: Invoca Martech 2014 Presentation

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 22: Invoca Martech 2014 Presentation

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 23: Invoca Martech 2014 Presentation

Here’s How it Works.

Page 24: Invoca Martech 2014 Presentation

Attribution Scoring & Routing Optimization Integration

Today, Invoca delivers everything you find in an enterprise marketing automation platform, for phone calls.

Page 25: Invoca Martech 2014 Presentation

Automatically record, playback, analyze, and report on key phrases or full conversations.

Used New Sales Script

Asked About Pricing

Mentioned a Competitor

Confirmed Follow-up Meeting

Requested a Demo

Invoca Signal: Google Analytics for Voice Conversations

Page 26: Invoca Martech 2014 Presentation

Invoca is Used by Hundreds of Companies and Thousands of Users.

Fortune 1000 enterprises

Leading digital and traditional (offline) agencies

Small & Medium businesses

Page 27: Invoca Martech 2014 Presentation

World-Class Team. Proven Execution. Market Leadership.

Page 28: Invoca Martech 2014 Presentation

LegalZoom Adds Call Intelligence to Salesforce for Optimized Marketing ROI Across Digital, Mobile, and Offline Channels.

Many LegalZoom shoppers bounce from digital to the phone in the path to purchase.

Invoca tracked phone conversions from search to call, and from call to revenue in Salesforce CRM.

LegalZoom can now optimize search marketing spend and close the loop between marketing and sales.

Deliver a better customer experience by promoting phone numbers, making it easier to call and connect live.

Page 29: Invoca Martech 2014 Presentation

Empire Today Drives 200% Increase in Revenue Through New Channels While Reducing Cost Per Lead by 36%

Wanted to expand beyond television into digital and with channel partners – without sacrificing attribution or the customer experience.

Invoca delivered phone attribution for digital campaigns and drive phone calls through 3rd party media partners.

Used Invoca’s call recording and detailed caller analytics to understand lead quality and consumer behavior.

Real-Time caller profiles, scoring, and routing help deliver quality leads and maintain a great customer experience.

Empire has leveraged Invoca to grow revenue through new channels by 200%. - Dan Altman, Marketing Manager

“ ”

Page 30: Invoca Martech 2014 Presentation

DirecTV uses Call Intelligence to Re-target Customers with a Cross-Device Path to Purchase.

Many DirecTV customers start shopping online and then move to the phone to convert.

Without a bridge between online shopping and offline purchase, traditional marketing platforms deliver the wrong marketing message.

Invoca bridges the gap between online and offline, helping DirecTV better target true cart abandoners as well as upsell phone purchasers.

1-800-999-8888

Page 31: Invoca Martech 2014 Presentation

In Action…

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Thank you for your help.  What’s the difference between the rack server and what I can get from Amazon?  

Thanks, let me give you our credit card number.

Page 39: Invoca Martech 2014 Presentation