Cubic Compass Software

Several companies rely primarily on customers downloading a software product (or white paper), evaluating it, and then making a purchase decision.

Collecting an email address at the time of registration allows customers to recieve monthly newsletters, but what's really needed are precise, automated email follow-ups at specific milestones within the evaluation process.

The following image shows a basic 30 day evaluation process and some potential key milestones.

Evaluation Campaign

Notice that the customer does not have to wait until the next monthly or quarterly email newsletter to be exposed to your marketing message.

Product evaluation campaigns can be as simple or as sophisticated as needed. 3 general types of lifecyle campaigns include:

1) Immediate auto responder with timed follow-ups.
In this scenario, a prospect visits your site and completes a download request form (to reduce abandonment rates this should be kept to a minimum, such as email, first name, and last name).

They immediately receive download instructions via email and are free to install and evaluate the product.

Then, at defined intervals, the prospect automatically recieves follow-up emails with more information about the product and "call to action" link to purchase the product (note that these emails do not assume much of dialogue context, such as have already spoken with someone on a phone).

2) "Smart" Email Follow-Ups.
This type of campaign is the same as the above mentioned campaign, except that each email makes a "smart" determination as to what the customer needs based on what is known about the customer.

Examples include a role-based call to action (Economic vs. Technical justification for product) or a custom follow-up to an online KB article search.

3) Product Integration.
The holy grail of product evaluation automation is having the product actually tell i-Dialogue when certain evaluation miletones have been achieved and sending emails in response to these milestones. Emails can be sent to the prospect or inside/outside sales reps.

For example, if 20% of all prospects don't even install the product, the nature of the email messages should continually remind them that online installation and configuration support is available. Conversely, if a prospect *has* installed the product, then the tone of follow-up emails should provide some information that leads towards a purchasing decision.


Evaluation campaigns do not neccessarilly need to be driving towards a purchase milestone. They can be in response to white paper downloads that are cultivating a lead for a phone follow-up, test driving a car, or visiting a casino.

There are myriad options and opportunities here. The key is that these mini-campaigns are not synchronously tied to your larger campaigns. They are initiated and matured based on asynchronous factors and milestones.

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Posted: Monday, August 29, 2005 6:20:34 PM (GMT Standard Time, UTC+00:00)  #   
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The i-Dialogue web log analysis reports are starting to show referrals from search engines after 2-3 weeks of registering the i-dialogue.com sitemap on Google.

But alas, the page rank either has not been updated or the i-Dialogue domain has not been established long enough to be worthy of ranking :-( . This is to be expected since i-dialogue is still in early beta release and there have been no press releases or other inbound link activity to help establish what i-Dialogue is.

I suspect the search phrases that are refering people to our site are buried 10 pages deep and our PR of 0 on some phrases is at least relevant enough to be listed on Google or MSN.

But the spiders are very busy on our web site. Every page in the SiteMap gets a thorough crawl at least once a day by GoogleBot. MSN is able to crawl most pages using the human-friendly site map page, which is auto-generated by the i-dialogue content management system.

Next steps: i-dialogue.com is ready for a wider Beta launch. Press releases on prweb.com and various CRM sites are coming soon, which will improve the inbound link positioning.
Posted: Tuesday, August 16, 2005 7:00:02 PM (GMT Standard Time, UTC+00:00)  #   
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The web conveniently enables asynchronous dialogue between a customer and sales/support representative. But does this replace the need for call scripts? Do representatives still need script support when making a sales call?
Posted: Friday, August 12, 2005 5:16:13 PM (GMT Standard Time, UTC+00:00)  #   
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RSS feeds can be personalized to individual customers preferences, but don't to offer anonymous feeds as a common courtesy.
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Posted: Wednesday, August 10, 2005 11:44:55 PM (GMT Standard Time, UTC+00:00)  #   
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