2012 IASA Advanced Boot Camp: Mastering the Art of Marketing & Selling to Insurance Companies! Thursday, March 15th & Friday, March 16th Omni Amelia Island Plantation Resort Amelia Island, Florida SWAP Presentation Progress Though Sharing Knowledge The Next Generation of Lead Retrieval Experient James Wallace , CMP SWAP Presentation Progress Though Sharing Knowledge SWAP™ Demo • Demo Show Credentials: • Web mobile: https://swapwebmobile.experientinc.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 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 SWAP: how does it work? • 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 Presentation Progress Though Sharing Knowledge SWAP: how does it work? • 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 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 Features & benefits for organizers • 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 SWAP Presentation Progress Though Sharing Knowledge If you have questions specific to this presentation, please feel free to email: James Wallace VP Experient [email protected] Thank you for your time and attention. Now, back to Mark Roth for the introduction of our next panel discussion.