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The New 411: Transforming your Marketing with Rich Caller Insights
Hosted by:
Sarah Wernik and Daniel Dubinsky
Guest Speaker: Ujjwal Bhattarai
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#InvocaSummit
Daniel Dubinsky Sarah Wernik
Customer Success Engineer
Invocan since 2014
Who is Dan?
● Loves phone calls● Loves solving problems● Undercover superhero
Enterprise Customer Success Manager
Invocan since 2012
Who is Sarah?
● Loves phone calls● Loves digital marketing● Eccentric Goofball
Welcome!
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#InvocaSummit 4
More information is available to marketers than ever before….
We can answer the questions of who is calling and why?
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1) How do we get that information?
2) What are we going to do with it now that we’ve got it?
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#InvocaSummit 6
Guest Speaker: Ujjwal BhattaraiCompany: Brady CorpIts products help customers increase
safety, security and productivity and include high-performance labels and signs, printing systems and safety devices.
Bio: In the digital marketing world for 10+ years and has worked at Brady for 4 years.
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1) Enhanced Caller Profiles
2) Conversation Intelligence
#InvocaSummit
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What is Enhanced Caller Profiles?
● Demographic data appended to
an inbound call
● In addition to caller information
already captured on a call within
Invoca
● Information that can be provided
before or after a call
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9#InvocaSummit
Enhanced Caller Profiles
Full NameStreet Address
State
Zip Code
Line Type
Carrier
Do Not Call List
Prepaid
City
Age Gender
#InvocaSummit
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Enhanced Caller Profiles
Solving the Problem:
When customers call, most marketers have little insight into who that customer is – driving poor experience and inefficient spend.
With better caller profiles, marketers and salespeople can improve the caller experience, drive more conversions, and improve marketing spend.
Built for Marketers Who Care About:
1. Creating a better customer experience2. Optimize on conversion rates3. Optimizing marketing spend through targeted
marketing
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Enhanced Caller Profiles
Before the Call During the Call After the Call
Last Name
Street AddressState Zip Code
Line Type
Carrier Do Not Call List
Prepaid
City Age
First Name
Would you like me to mail you a copy of your confirmation?
Will you be having children orgrandchildren accompanying you?
Hello Mr. Smith. Thank you for calling Zulu Servers. How are things in Los Angeles, California?
Gender
#InvocaSummit
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Enhanced Caller Profiles
Last Name
Street AddressState Zip Code
Line Type
Carrier Do Not Call List
Prepaid
City
First Name
Before the Call During the Call After the Call
Would you like me to mail you a copy of your confirmation?
It looks like you’re calling from a mobiledevice, I’m going to text you a special promo code.
Age
Gender
Hello Mr. Smith. Thank you for calling Zulu Servers. How are things in Los Angeles, California?
#InvocaSummit
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#InvocaSummit
Before the Call During the Call After the Call
Last Name
Street AddressState Zip Code
Line Type
Carrier Do Not Call List
Prepaid
City Age
First Name
Would you like me to mail you a copy of your confirmation?
Gender
Hello Mr. Smith. Thank you for calling Zulu Servers. How are things in Los Angeles, California?
It looks like you’re calling from a mobiledevice, I’m going to text you a special promo code.
Enhanced Caller Profiles
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#InvocaSummit
Conversation Intelligence
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Attribute
What is Conversation Intelligence?
Optimize
Qualify
Track
Monitor
#InvocaSummit
Conversation Intelligence...empowers you to listen to and report on keywords and phrases said during each phone call in a scalable and automated way. By
capturing these “signals” you can:
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Invoca Signal gives you automated insight into every conversation
User-defined keywords can give you insight into every inbound call, like:
Sales messaging being used
Competitors mentioned
Remove from Call List
Special promos mentioned
Set appointments or sales
#InvocaSummit
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Lead Quality
#InvocaSummit
Understanding common conversations, objections, challenges...and creating collateral against them.
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ROI
#InvocaSummit
Understanding what’s converting.Understand the channels that are driving these sales.
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Optimization
#InvocaSummit
Changing or updating your spend based off of the conversations and conversions.
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Key Takeaways:● Enhanced caller profiles can give you demographic
data before and after the call is handled
● Conversation intelligence can tell you more than just whether or not a call converted
● Don’t just focus on “good” phone calls, use conversation intelligence to understand all calls
● Make changes to your strategy
#InvocaSummit
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Q&A