How real-time services can power

your business and increase your

profits with little investment in time

and money

Your Presenters

Steven Rao, CEO – Telematch, Inc. (DBA Relevate)

Mark Rafferty, Director of Sales – Relevate

Agenda About Relevate

Definition of Real-Time Data Services

Benefits

How it Works

Four Key Elements

Upcoming Relevate Webinars

Questions

About Relevate

Marketing Data and Analytics Services company servicing both the direct and digital marketing needs of brands and 3rd parties since 1978.

Data Builds, Enhancement, and Hygiene

Database Management

Modeling and Analytics

Digital Solutions and Delivery Systems

Real-Time Services

What is Real-time?Definition: machine to machine (system to system)

integration through an API interface to make data

requests to get that information in sub seconds

The length of your web form and sensitivity

level of information requested are top

reasons why people don’t complete an opt-

in?

Did you know…

Did you know…

Data entry errors by customers contribute to

more than 25 percent of issues with data

quality?

50% of marketers say their website and call

center are the main causes of bad data?

Overall, data quality issues cost U.S. businesses

over $600 billion!

*The Data Warehousing Institute (TDWI)

*Experian

Real-Time ServicesReal-time services allow you to validate or correct information that is gathered from customers and prospects, and allows you to append additional information from:

National consumer data sets

Off-the-shelf propensity models

Scoring from a custom model built specifically for your business

Additional contact information

You will also be assured that the data you add to your marketing database is accurate

Key BenefitsCorrect data as it is being captured

Prevent fraudulent data entry

Save time and money by ensuring accurate

phone numbers for call centers or sales teams

Key Benefits Cont.Save postage and printing costs on direct mail

Avoid fines and consumer bad will fortelemarketing without permission

Ensure the email address you collect is valid

Create and deliver targeted messages based onthe profile of the prospect

Ask yourself…

How do you best engage yourcustomers and sales leads with the limited information you gather from web forms, point of sale transactions, or inbound phone calls?

Touch Points

POS

Web

In-Person

Inbound Calls

What impact would additional intelligence

about a customer make in routing leads

within your organization?

How would you like

to be able to “pre-

qualify” a lead for a

specific offer within

seconds of receipt,

or turn an inbound

call into a cross-

sell?

Increase Revenue

Cross-sell

Pre Qualify

How can real time services increase your

conversion rate?

Customer

Prospect

Prospect

Prospect

Success Story 1Client: Fortune 100 Technology Company

Pain point: Needed a way to efficiently and effectively manage their inbound call center

Solution: Developed a Custom model that organized call routing and handling

Benefit: Lowered data errors, reduced labor cost, and improved customer satisfaction

Success Story 2

Client: National Insurance Provider

Pain point: A Call Center is unable to handle a recent increase

in inbound calls

Solution: Integrated real-time services into their call center

software

Benefit: 30% reduction in call center handling time by

populating the customer service reps screen with complete

information about the caller before the call is answered,

eliminating the need for additional staff

Success Story 3

Client: Leading Online Retailer

Pain point: Company is collecting inaccurate information

through their web forms, which in turn is creating a low

customer experience rating

Solution: Integrated real-time services into their web form

process that corrected inaccurate information on the spot

Benefit: With accurate data in place, customer experience is

increased. By utilizing real-time services,

incorrect/inconsistent info is noted, allowing user to reenter or

confirm

Typical Web

Services Calls Telematch® — append/verify residential phone numbers

Bizmatch® — append or verify business phone numbers

Addressmatch® — residential or business name and phone number append or verification using a street address and zip code

Address Verify — verification and/or correction of a US addresses. The return result is a correct US address with azip + 4.

DNC Verification — flag records on the National do-not-call file

Wireless Flagging — flag records to comply with the FCC’s TCPA

Lead Scoring & Modeling — tools to target your most likely new customers

Auto ID — Over 180+ Million vehicles with ownership

information

Disconnect Verification — flag records that match the current phone disconnect database

Email — append or verify an email address

Demographic append — append demographics to consumer records, or firmographics to business records

IP Address/ Zip Match — submit an IP address and receive the city, state, zip code, longitude and latitude (of the zip code) in return

Modeling & AnalyticsA Response Performance Indicator is a quick, easy and

cost efficient generic model to effectively predict front-end

response and back-end performance. This model can be

applied quickly to any customer or prospect data file and

provides actionable response on who is likely to respond,

and who is likely to pay.

Lead Segmentation

Taking the process one step further, marketers may

segment follow up messaging based on the target

demographics of a prospect.

Targeted Messaging

Offer A – ensure that important assets are covered

Offer B – ensure that your family is cared for

Offer C – life insurance that builds cash value

Offer D – low cost life insurance protection

Offer E – will your children be able to afford college education?

Targeted Messaging

Married males over age 35 Offer A

Married males under age 40 with children Offer B

Married males age 40+ with children Offer E

Married females with children Offer B

Females under age 50 Offer C

Females age 50+ Offer D

All other males Offer C

How it Works: 1

Exhibit 1. Sample customer

form with incorrect

information.

How it Works: 2

Exhibit 2. Customer, profile immediately

created with data verified corrected, or added.

How it Works: 3

Exhibit 3. Custom routing model applied and

new demographic data added.

Four Key Functions

Comply

VerifyCorrect

Identify / Enhance

Comply: Avoid FTC and FCC violations and fines. Identify

records that are on the Do-Not-Call-List. Make sure you

identify wireless phone numbers to comply with TCPA.

Comply

VerifyCorrect

Identify / Enhance

Verify: Data is verified for accuracy. Is it a valid email

address? Is it a valid phone number?

Comply

Verify

Correct

Identify / Enhance

Correct: Correct data as it is being captured and avoid writing inaccurate data to your database. Prompt users to reenter information identified as incorrect. Save costs on direct mailings by ensuring that the mailing addresses are accurate.

Comply

VerifyCorrect

Identify / Enhance

Identify/Enhance: Identify inbound callers and provide inbound reps various information about the caller before they answer the phone. Enhance the data you collect on web forms allowing you to use short web forms and benefit from complete customer profiles.

Comply

VerifyCorrect

Identify / Enhance

Where Can Real-Time

Services Be Utilized?

Implementing

Real-time Services

How difficult is real-time services to implement?

Who needs to be involved in a real-time services

implementation?

How much maintenance does real-time services

require?

Real-time ApplicationsTwo types of real-time applications:

SOAP with an XML request that is embedded in client application software to communicate with servers in real-time.

REST: simple as it uses HTTP and allows for better performance and scalability

Client

RelevateOff-Site

Internet

Key Features a

Vendor Should Provide

Redundancy and failover

High-speed response

High capacity

24x7 Accessible

Pricing

Commitment

• Monthly

• Subscription

Term Contract • Required

What drives pricing?

• Monthly Volumes / Commitments

• Services requested

• Service/Performance level

What pricing structure(s)

are used

• $/CPM on input volume

• $/CPM on input plus charge per match/hit

• $/CPM per match/hit

Devil is in the Details How long does it take to process a request… ask for typical

processing times?

What business continuity / failover do they have….

Understand the services… not all are the same

Phone append / verification (white pages/compiled vs. carrier

provided/DA/411)

Email Verification (do they just check syntax and top level domain or SMTP

check the email account)

Wireless flagging (just NPA NXX lookup? What about ported #s?

How long have they been operating an API/web services platform?

Test in batch first before you invest time in configuring the API

Will they allow you to test the service for free…

Upcoming Webinars Email marketing

Life event triggers

Modeling and analytics

Questions?

Please Stay in Touch

Steven Rao, CEO – Telematch, Inc. (DBA Relevate)srao@relevategroup.com

703-658-8306

Mark Rafferty, Director of Sales – Relevatemrafferty@relevategroup.com

703-658-8354