Cool New Marketing Technologies: Caught and Served

Posts Tagged ‘CRM’

Lead Retrieval and Management (from Exhibitor 2007)

By Rob Everton

At the recent Exhibitor show I visited a few booths devoted to lead retrieval and lead management that puts more power in the hands of the exhibitor. Often times the lead retrieval systems offered by show management are overpriced and offer little customization features to help with campaigns and post-event follow-through.

Owning your own lead retrieval system and taking it from show to show allows you to make the most of this sensitive piece of customer interaction. For example, you can swipe their badge and write notes on a strip of cash register receipt, or you can have the user swipe their own badge, answer a few questions on a touch screen, select the information they want to receive, and even download materials to their USB Memory drive. You can control the amount of information you want to gather, build a question structure that is sensitive to the customer’s job title, buying power, or readiness to buy. You can also automate the fulfillment of materials and speed up the sales follow-up cycle.

Once you have the leads, you have to do follow-up. At least one vendor was offering to take all your leads and deal with them. They sort, scrub, and transmit the leads to appropriate people in the sales force, and offer a variety of fulfillment needs as well.

Here are the vendors that stood out to me, in no particular order:

Capture Technologies offers a software package that enables companies to develop their own lead retrieval systems, including self-service kiosks that can deliver personalized content and follow-through.

Lead Wizard offers a PDA-based lead retrieval system that can handle bar codes and magnetic stripe badges. It does not transmit the leads as you get them but it stores them locally for easy import into Salesforce or several other CRM systems.

CardScan, the business card scanner people, had a neat Lead Qualifier package. You order a customizable pad of mini surveys which feature self-adhesive areas to which you attach your prospect’s business card. They fill out the survey questions on the sheet and feed the whole thing through one of their slick little scanners. In a couple of seconds you have all their contact information and their survey data in an application that you can use to deliver additional information on screen or automatically fulfill their requests. I like the paper backup it provides, and the fact that it not only circumvents the expensive lead retrieval database fees, but it even works at shows that don’t have coded badges at all.

Event Technologies will retrieve your leads, then manage and distribute them, following up directly with emails as directed.

The Evil Gas Pump Experience

By Rob Everton

This morning I fed my fossil-fuel-depleting Hondacar at a local Sunoco. The experience of pumping fuel at this particular Sunoco was downright Evil. Let’s take a look at how the customer experience has changed since the days of full-service.

You used to stay in your car. A reasonably friendly person used to pump your gas, check your oil, wash your windshield, and more. I remember – although the memory is about as foggy as the memory of when I was four and my brother-in-law bounced me off a ceiling (yes, that explains a lot). Both were a long time ago.

Now you have to get out of your car and risk spilling the most foul-smelling liquid ever on you. It stays with you like garlic, and unlike garlic it has this nasty tendency to explode. The gas stations are nice enough to place a roof over your head to protect you from the elements, although they’re usually so high up and so small that even a gentle breeze will allow a hailstone to target your noggin.

And you have to have a credit or debit card or you’re faced with dragging your credit-challenged soul into the building where a nervous cashier awaits, one hand on a trigger.

But the real evil is the way they work hard to confuse the customer experience at the pump in order to extract more money. Rather than designing an intuitive friendly experience, they place controls out of order and ask confusing questions that cause you to think, and who wants to think when they’re commuting?
Logically, they should order the gas choices from left to right, from cheapest to most expensive. Sometimes they go backwards, and I can forgive that. But this pump ordered the fuel choices in this order: Most Expensive, Cheapest, Middle. In no state in America can this possibly make sense, except maybe the ones still reeling from their hanging chad problems.

So they push you towards premium or middle-grade – you have to hunt for the cheap stuff, which my car specifies as it’s preferred libation.

Next, you insert a credit card – and the first thing it asks you is “Debit Card Yes/No”. I stared at it, dumbfounded, and wondered what marketing genius whipped up this scheme? It knows it’s a credit card. It could ask Credit/Debit, or simply assume you want to use a credit card as a credit card but no – it asks “Debit Card Yes/No”. The question, answered positively (the most common response to a hurried buyer) will help the gas station avoid credit card processing fees and the bank gets to charge cash advance interest.

I imagine that Sunoco has determined that most people won’t notice. That the minor inconvenience introduced by rearranging the pumps and asking illogical questions will go forgotten the moment the driver leaves. Maybe that’s true – maybe the consumers ONLY care about price. Personally I find good user experiences are a way to win customer loyalty. And to that point, I’ll pass on Sunoco for a competitor every time.

Confabb – Find and Rate Conferences

By Rob Everton

Confabb Confabb launched recently, providing a comprehensive online index of over 16,000 conferences (and rising). Using Confabb, you can “search, track, discuss and review any conference, speaker, or session.” This is one amazing tool. A coworker tipped me off to an article on Techcrunch that describes it quite nicely. It does a nice job of gathering information and assets from other sites, as well as building a community of users who provide first-hand accounts and ratings. If you manage a conference or are thinking of launching one, then you will want to leverage this site extensively. If you’re a compulsive conference attendee, unable to resist attending any conference remotely related to your field, then bookmark the site as your homepage and prepare to burn all your miles and points.