1.
MARKETING AUTOMATION
AND MULTI-WAVE CAMPAIGNS
www.m-savvy.com

2.
STRATEGIC OVERVIEW
… MRM, CRM, Digital Communications and Online Research
www.m-savvy.com

3.
Solution Summary
Powerful End-to-End
Marketing Intelligence
www.m-savvy.com
The one tool for marketers
Greater Clarity of Activity & Results
Better Plans & Strategies
Improved Quality of Communications
Increased Effectiveness of Communications
Enhanced Online Relationships
Enhanced Usage of Digital Assets
Improved Efficiency of Communications
Valuable Market Insights
Greater Accountability for Marketing

4.
Modular Construction
The Dashboard Quick and easy navigation from simple summaries of activity
www.m-savvy.com
The one tool for marketers
and results
Business Planner Three tier planning and navigation of customer segments,
activities and finances
Campaign Manager Campaign content, targets, budgets and tasks simply and visibly
planned and presented
Customer Manager Segmented, multi-channel communication based on
understanding value and need
Web Workshop Websites, microsites, surveys, questionnaires, email marketing
and competitions
Digital Library Electronic storage and retrieval of files, documents and
recordings
Project Office Automated workflow from templates and task lists managing
exceptions and responsibilities
Market Leader Interpret and action brand and customer satisfaction research
Report Viewer Centralised access to a menu of real time reports and briefs

5.
Benefit Summary
www.m-savvy.com
A Common
Platform
The one tool for marketers
Efficient
Workflow
Effective
Communications
A single view to manage all activity Visible allocation of budget Higher retention rates
One process to follow Visible allocation of tasks Higher response and conversion
rates
Predefined and agreed templates Eliminate duplication of tasks Greater market share
Single Repository for all digital
assets
Eliminate repetition of tasks Greater share of wallet
Retain customer and campaign
learning’s in one place
Defined approval process Greater returns from Channel
Partners
Eliminate the need for “other”
spreadsheets
Defined and standardised Agency
briefing
Identified opportunities for new sales
Executive reporting at summary level
with drill down to detail
Visible reporting of variations and
exceptions from plans
Lower costs per sale
Standard business reports for all
individuals and teams
Less time required to produce
personalised and in-depth reporting
Report cause and effect

6.
Programme Overview
Management MMaarrkkeettiinngg AAuuttoommaattiioonn Customer Communications
Segment Targets
& Plans
Marketing Planning & Resource
Marketing
Communications
Plans
Marketing
Workflow
Marketing
Resources
Customer Profile
& Behaviour
Triggers &
Automation
Marketing Analytics &
Reporting
Contact &
Relationship Rules
Customer Analytics &
Reporting
A fully integrated & automated programme
Customer Communications
and Lead Generation
Contact & Channel
Plans
Multi-Channel
Communications
Multi-Wave
Campaigns
Multi-Channel
Responses
Sales Funnel /
Pipeline
Sales Analytics &
Reporting
www.m-savvy.com
Segment Targets
& Plans
Contact & Channel
Plans
Marketing
Communications
Plans
Marketing
Workflow
Marketing
Resources
Personalised
Content
Targeted
Segments
Targeted
Segments
Triggers &
Automation
Sales Funnel /
Pipeline
Marketing Planning & Resource
Management
and Lead Generation
Marketing Analytics &
Reporting
Sales Analytics &
Reporting
Customer Analytics &
Reporting
Personalised
Content
Multi-Channel
Communications
Contact &
Relationship Rules
Multi-Wave
Campaigns
Multi-Channel
Responses
Customer Profile
& Behaviour

7.
Marketing Planning and
Resource Management
www.m-savvy.com
… for the Efficient Marketer

8.
Marketing Communications Plans
Better plans and strategies
Clear and visible alignment of goals
and resources
www.m-savvy.com
Five tier planning and navigation of all activities

9.
Marketing Workflow
Allocate tasks and approval
responsibility from
predefined templates
Accurate capture and presentation
of variations and exceptions from
plans and stakeholder feedback
www.m-savvy.com
Automated workflow from templates and task lists

10.
Marketing Resources
Robust management of
planned and actual
expenditure
Allocation of non-financial
resources to Campaign and
Events
Simple entry and reporting of
planned budget and actual
expenditure with highly visible
variances and exceptions
Easy management of resource usage
and conflict resolution
www.m-savvy.com
Robust financial and resource management

11.
Marketing Automation
www.m-savvy.com
… for the Effective Marketer

12.
Segment Targets and Plans
Strategic approach to the
market based on customer
value and behaviour
Align communications to segments
to better manage targets with
potential value
Customer value, behaviour & profile driving targets and communications
www.m-savvy.com

13.
Customer Profile and Behaviour
Manual and automated
management of in depth
customer profiles
A single repository for:
•Contact information
•Profile data
•Transaction data
•Opportunities
•Communications History
www.m-savvy.com
A single view of customer
» Fifth level

14.
Triggers & Automation
Manage dependent actions
through pre-defined rules
Create Rules for:
•Campaigns
•Communications
•Segments
•Individuals
•Events
To Manage Customers and Groups:
•Create / Duplicate / Split
•Build / Rebuild / Extract
•Add / Delete / Increment
•Assign / Remove
•Generate / Test / Send
www.m-savvy.com
Global and Campaign specific automation
» Fifth level

15.
Contact & Relationship Rules
Ensure customers always
receive the most important
and valuable communications
Based on rules for:
•Marketing Communications
•Sales Activities
For:
•Types of Communications
•Types of Relationships
•Planned or Reserved communications
By Specifying:
•Mandatory exclusions
•No. Of Comms Per Days
•Stand Down Period
Prioritise communications based on recency, frequency and monetary criteria
www.m-savvy.com
» Fifth level

16.
Targeted Segments
Use segments and filters to
easily interrogate your
customer base
Build your segments:
•For B2B or B2C
•Automated or manual
•Immediately or Scheduled
•By Sub-segment or Criteria
•With or without control groups
•Splitting by specified or random methods
•Attach to emails, extracts, campaigns
•With Quick estimate of total or by field
•By Priority
•With or without Seeds
Easy to build complex segments for target audiences and analysis
www.m-savvy.com
» Fifth level

17.
Personalised Content
Personalised
communications with your
customers from retained
knowledge
Use the information you have about
your customers with:
•Dynamic Text:
•Personalisation
•Profile Data
•Person specific
•From Team / User / Account Manager
•Offers Matrix
•Trackable links
•Anchors
Personalise content directly into digital comms or extract scripts
www.m-savvy.com
» Fifth level

18.
Customer Communication and
Lead Generation
www.m-savvy.com
… for the Connected Marketer

19.
Multi-Channel Communication
Communicate with
customers in their preferred
manner
Select the method(s) of
communication for each campaign
either send directly from m-savvy or
provide channels specific data to
your preferred Comms Partner
www.m-savvy.com
EEmmaaiill
SSaalleess TTeeaamm
OOnnlliinnee SSMMSS
PPhhoonnee MMaaiill
Channel specific communications

20.
Multi-wave Campaigns
Automated proactive and
reactive communications
Waves of communications
automatically developed for a
campaign based on:
•Repetitive timings
•Specified media channels
•Last communication
•Customer Responses
•Changes in Customer behaviour
•Allocated budgets
•Allocated tasks
Campaigns created with multiple interdependent communications
www.m-savvy.com

21.
Multi-channel Responses
Manually or automatically
receive or import data from
any channel
Responses received by:
•Customers visiting microsites
•Call Centre accessing directly
•DM responses manually entered
•Media responses imported
•Online behaviour tracked
•Social Media behaviour tracked
•Internal responses
•Net Promoter responses entered directly
•Customer Satisfaction responses entered
directly
•Individual responses counted
Responses received from all channels and then acted on.
www.m-savvy.com

22.
Sales Funnel / Pipeline
Effectively manage
Opportunities through the
Sales Pipeline to conversion
Manage opportunities for:
•Customers and Contacts
•Channels and Partners
•Key Dates
•Value and weighted average
•Multiple stages
www.m-savvy.com
Multi-stage Sales Pipeline

23.
Measurement & Reporting
www.m-savvy.com
… for the Accountable Marketer

24.
Marketing Analytics and Reporting
Greater clarity of all activity
and results for each
individual from personalised
views of reports and on their
own Executive Dashboard
Quick and easy navigation from
simple summaries of information
www.m-savvy.com
Visibility of activity and results

25.
Customer Analytics and Reporting
Valuable Customer Insights
to direct future
communications
Actionable conclusions based on
valid perceptions and trends.
Information presented in all
graphical and tabular formats and
able to be:
•Used within m-savvy
•Retained within the Digital Library
•Exported as images
•Exported as data for further analysis
Interpret and action customer behaviour and satisfaction analysis
www.m-savvy.com

26.
Sales Analytics and Reporting
Greater accountability for
marketing by showing cause
and effect of leads generated
from marketing activity
Results presented for:
•Corporate customers
•Individual customers
•Sales Teams
•Sales People
•Summary Levels
•Comparisons by group and / or time
periods
www.m-savvy.com
Powerful filtered and summarised analytics

27.
Service and Support
www.m-savvy.com
… for an unfair advantage

28.
Set-up Services
Immediate benefits gained from using best practice
www.m-savvy.com
Consulting – Applying Best Practice
Process :: Define and document the marketing process and integrations.
Marketing handbook, guides and briefing templates
People :: Define roles & responsibilities.
Develop RASCI Models, m-savvy permissions and task templates
Technology :: How to use the m-savvy toolset.
Data analysis and loading, Systems integration and Segmentation modelling
Measures :: Establishing what should, and can, be measured.
Measures modelling, frameworks & templates
Training – Preparing Users to gain immediate benefit
All Users Receive 2 - 4 hours training and support material as required.
Specific Process Training as required.

29.
Ongoing Support
Always there to help!!
www.m-savvy.com
User Support
Help Services
Unlimited Support for the designated Administrator
Online Help and Help Desk with 0800 and 1800 Free Access
Training
New Users
Processes – Project Management, Content Management
Bureau Services
Data Management
Data Preparation and Loading
Data Analysis and Interpretation
Digital Communications
Emails and Txt Messaging – Message Production and Despatch
Website, Microsite and Landing Page Production

30.
DELIVERY
www.m-savvy.com
… for a great customer experience

31.
Integrated Data Flows :: 100%
OOppppoorrttuunniittiieess Communications
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RReesseeaarrcchh && AAnnaalylytticicss
CCoonnttaacctt HHisisttoorryy
CCuussttoommeerr PPrrooffiliele
Management Plan
SOURCES
Communications
Account
Configuration & User Input
Sales
… for a familiar and intuitive experience
Marketing
Profile & Segment
Profile & Segment
Customers
Real Time
Reporting
Customers
www.m-savvy.com
TTrraannssaaccttioionn DDaattaa
Digital & Direct
Import & Direct
Digital & Direct
Integration
Sales
Communications
Account
Management Plan
Real Time
Reporting
Marketing
Communications
NB: Comms Data includes Web Analytics, Media Analytics, Market Research

32.
Immediate Deployment :: 100%
Can be immediately accessed
from any location
www.m-savvy.com
… for a familiar and intuitive experience

33.
Intuitive Interface :: 100%
Intuitive interface that
enables self navigation
www.m-savvy.com
… for a familiar and intuitive experience
- Clear Modular structure
- Windowing with Minimise / Maximise
- Toolbars
- Menus
- Trees
- Drag ‘n Drop

34.
Technology Independence :: 100%
Technological independence
i.e. does not require
configuration of user’s
computers.
www.m-savvy.com
… for a familiar and intuitive experience

35.
File Compatibility :: 100%
Compatibility across all file
types and formats
www.m-savvy.com
… for a familiar and intuitive experience

36.
Training and Support :: 100%
Comprehensive initial and
ongoing training and support
services
www.m-savvy.com
0-800
1-800
… for a familiar and intuitive experience

37.
Contact Us:
www.m-savvy.com
NZ 0-800-550 855
AUS 1-800-832 819
www.m-savvy.com
… for an unfair advantage

38.
www.m-savvy.com