2012 IASA Advanced Boot Camp:Mastering the Art of Marketing & Selling to Insurance Companies!
Thursday, March 15th &
Friday, March 16th
Omni Amelia Island Plantation ResortAmelia Island, Florida
Progress Though Sharing Knowledge
SWAP Presentation
The Next Generation of Lead Retrieval
Experient
James Wallace , CMP
Progress Though Sharing Knowledge
• Demo Show Credentials:• Web mobile:
https://swapwebmobile.experient- inc.com/ProductActivation.aspx (this also works for iPhone and Android users, they must download the app first)
• Activation code: 0000000000000000 (16 zeros)
• Badge ID#: 0• Use badge range 1001-1010 to capture
leads
SWAP™ Demo
SWAP Presentation
Progress Though Sharing Knowledge
SWAP: What is it?
• Lead capture smartphone app
• Native app for:- iPhone- iPad- iPod touch- Android
• Web-based app for all other data-aware smartphones
SWAP Presentation
Progress Though Sharing Knowledge
• Exhibitors purchase SWAP from Experient lead retrieval sales rep or on our Exhibitor portal
• Email directs them to download SWAP
– Apple’s iTunes store– Google’s Android
Marketplace– Web address provided by
show organizer
• Email contains activation code
SWAP: how does it work?
SWAP Presentation
Progress Though Sharing Knowledge
• Attendees all have unique numbers printed on badges
• Number links to attendee data in registration database
• Exhibitor inputs number into app
• All demographic info is captured
SWAP: how does it work?
SWAP Presentation
Progress Though Sharing Knowledge
Features for exhibitors• Integrates w/ registration
database• Covers all ‘data-aware’
smartphones• Capture leads per salesperson
and aggregate• Take notes within each lead• Qualifying questions• Native app off-line mode: NOT
dependent upon continuous cellular connectivity
• Can export list of leads• Each salesperson can view their
leads on their device• Can view leads in DecisionPoint
SWAP Presentation
Progress Though Sharing Knowledge
Benefits for exhibitors• Flexibility to use own smartphone devices
– Increase productivity: each salesperson can have own lead device
• Capture leads anywhere: sessions, meetings, events, in the hallway, on the bus, etc.
– No longer tied to just the booth– Measure productivity (quantity & quality of
leads) of each salesperson• Ability to get deeper information: person
who took lead and notes identified• Can use SWAP app, Optium readers or both
SWAP Presentation
Progress Though Sharing Knowledge
Benefits for exhibitors• Increased timeliness of leads
– Leads are available in minutes– Can follow-up using various means at the
show or after
• Determine best leads through filtering data in
• DecisionPoint™ portal – Buying timeframe, available budget, etc.
• Measure ROI and prove value of exhibiting
– Lead counts, penetration rate, etc.
• Efficient alternative – No waiting to pick up or return lead devices
SWAP Presentation
Progress Though Sharing Knowledge
• Show organizer portal in DecisionPoint
• Both SWAP and reader lead data are reported together
– Leads by hour, day, attendee demographics, exhibitor, etc.
– Can print specific exhibitor company reports to discuss lead collection
– Prove show floor ROI to attract future exhibitors
Features & benefits for organizers
SWAP Presentation
Progress Though Sharing Knowledge
SWAP Presentation
If you have questions specific to this presentation, please feel free to email:
James [email protected]
Thank you for your time and attention.
Now, back to Mark Roth for the introduction of our next panel discussion.