Mastering the Hand-off: Marketing to Agent Success

Mastering the Hand-off Marketing to Agent Success

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Real-Time Intros

Nathan ZivSr. Director of Product Management

James ResetcoTechnical Solutions Manager

Real-Time Automation

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Why Real-time?More information and data sources available in real-time than ever!

• On-call Data

• Online Marketing Software Data

• Third-Party Data

• Call Center and Agent Data

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Agenda● Invoca’s Real-Time Capabilities

● Example of Real-Time in Action

● Real-Time Use Cases

● Real-Time Learnings from Whitepages

● Q&A


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Invoca’s Real-Time CapabilitiesReal-Time Automation

NEW

NEW

NEW

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● Q&A


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● Q&A


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Real-Time Use Cases

In-call Actions:● Marketing Source● Time of Day● Geo Locations● Etc.


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Real-Time Use Cases

Pre-call Actions:● Data Management

Platforms (DMPs)● Customer Relationship

Platforms (CRMs)● Client Database Dipping


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Real-Time Use Cases

Leveraging native Invoca integrations with Enhanced Caller Profile providers


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● Q&A


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Real-Time Learnings from Whitepages

Randy BourgeoisDirector, Marketing and Lead Generation Practice, Whitepages Pro

Jordan ReynoldsDirector, Technology Practice, Whitepages Pro


- Name- Age range- Gender- Linked to address

ABOUT THE PERSON

- Carrier- Line type- DNC- Prepaid phone- Valid phone- Connected phone- Spam level

ABOUT THE PHONE

ABOUT THE ADDRESS- Current address- Residential or business- Single or multi-family- Receiving mail- USPS standardized address- Delivery point- LAT/LONG

- Associated members- Historic addresses

ADVANCED INSIGHTS

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● Q&A


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Q&A
