how mindflash boosts conversions throughout the customer lifecycle

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www.evergage.com [email protected] m / ENGAGE + CONVERT. BETTER.

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We were extremely excited to co-host our Dec. 4th webinar with Mindflash, the leading online platform for employee and customer training. They agreed to share an inside look into how they are using real-time behavior-based messaging to boost conversions and drive engagement throughout the customer lifecycle. Join Randhir Vieira, Vice President of Product and Marketing at Mindflash, and Brian Rogers, Director of Client Success at Evergage in an interactive discussion on converting throughout the customer lifecycle. Randhir and Brian will cover specific tips on how to use real-time behavior based personalization to: • drive conversions at each stage of the Customer Lifecycle • increase blog signups by 100% • convert more free trial to paying customers • increase adoption of new features • create on-boarding tours and reduce churn Spots filled up quickly at our last webinar, so make sure to save your spot now as there are a limited number of spaces available.

TRANSCRIPT

Page 1: How Mindflash Boosts Conversions Throughout the Customer Lifecycle

[email protected]

/ ENGAGE + CONVERT.

BETTER.

Page 2: How Mindflash Boosts Conversions Throughout the Customer Lifecycle

What is the customer lifecycle? Introduction to Mindflash Mindflash & Evergage Q&A

Agenda.

Page 3: How Mindflash Boosts Conversions Throughout the Customer Lifecycle

SaaS Customer Lifecycle.

Try then Buy

Convert to a Lead

Onboarding

Increase Adoption

Reduce Churn

Page 4: How Mindflash Boosts Conversions Throughout the Customer Lifecycle

Tip: Setting up workflows will save you time

Schedule More Activity to Get More Leads

How?

Page 5: How Mindflash Boosts Conversions Throughout the Customer Lifecycle

Mindflash Intro.Easiest way to transform existing training material into engaging, on-demand e-learning Focused on business training needs of 500+ peopleOver 1,000 customers

Page 6: How Mindflash Boosts Conversions Throughout the Customer Lifecycle

Acquisition.50% of site traffic comes from the blog

Problems: High bounce rate Low conversion to trial but

high conversion from trial to customer

Goal: Increase engagement

Page 7: How Mindflash Boosts Conversions Throughout the Customer Lifecycle

Original.With Evergage.

Page 8: How Mindflash Boosts Conversions Throughout the Customer Lifecycle

Impact.2x number of blog signupsBuilt a relationship that we can nurture through future blog posts and emails

Page 9: How Mindflash Boosts Conversions Throughout the Customer Lifecycle

Engagement.Scenario:

Free trial has a low barrier to entry. Thousands of trials every month.

Problems: Only 25-30% were creating a

course. Those who created a course were 5x more likely to become customers.

Goal: Increase percentage of

people creating courses

Page 10: How Mindflash Boosts Conversions Throughout the Customer Lifecycle

25% creating courses

Page 11: How Mindflash Boosts Conversions Throughout the Customer Lifecycle

New Features.

Goal: Increase satisfaction with

the new UI and features

Scenario: We changed our User

Management pages

Problem: Existing users had to learn a

new interface with new functionality

Page 12: How Mindflash Boosts Conversions Throughout the Customer Lifecycle

Gave a good orientation of location and functionality

Low impact on customer care from a significant change

Page 13: How Mindflash Boosts Conversions Throughout the Customer Lifecycle

Targeted Help.

Problem: Users were not aware of the bulk

upload capability Caused frustration through

manual work

Goal: Increase use of the

upload function

Page 14: How Mindflash Boosts Conversions Throughout the Customer Lifecycle

Message shown only to people who: Manually uploaded 3+ users in a day

Page 15: How Mindflash Boosts Conversions Throughout the Customer Lifecycle

Progressive Hints.Problem:

Users are overwhelmed with many features at one time

Goal: Show relevant features as

the user may need them

Page 16: How Mindflash Boosts Conversions Throughout the Customer Lifecycle

Shown only when a user has more than 10 items and may prefer a list view

Columns are sortable.Shown only when the user is in list view

Page 17: How Mindflash Boosts Conversions Throughout the Customer Lifecycle

Summary.Evergage enabled us to build a relationship with web site visitorsGave us ability to push relevant messages to small groups of peoplePersonalized the product as users matured in their usage

All with no IT involvement. IT loves this product.

Page 18: How Mindflash Boosts Conversions Throughout the Customer Lifecycle

What’s Next?

Adding personalization through dynamic messages

Page 19: How Mindflash Boosts Conversions Throughout the Customer Lifecycle

Using Segment-based Engagement Scores