SMART CAPSTONE Final Report
Digitalics Innovation
(Empowerment of tradeshow badge scanner software toward the CRM)
Mentor:
Team Leader for Wk7:
Developing Team:
My Part: B2B key Market Driver analysis
: Target market evaluations
: Market Gap analysis
: Concept Testing
: Database structure for tradeshow
1
Get Weekly Client Approval on Completed Tasks:
| TASK ID | TASK LIST | ASSIGNED TO | ASSIGNMENT DATE | STATUS | COMMENTS | COMPLETION DATE |
| 1 | Prepare the first draft of sample and evaluation, and customize for first Categories of industry | 11/03/2021 | Completed | 11/23/2021 | ||
| 2 | Finalize target market industry and come out 5 categories first draft sampler | My Part | 11/03/2021 | Completed | 11/23/2021 | |
| 3 | Developing the competitive features development sheets and configuration value propositions | 11/03/2021 | Completed | 11/23/2021 | ||
| 4 | Key drivers evaluation for 5 categories industry | My Part | 11/03/2021 | Completed | 11/23/2021 | |
| 5 | Technical IT evaluation sheet and progress | 11/03/2021 | Completed | 11/23/2021 |
Get Weekly Client Approval on Completed Tasks:
| TASK ID | TASK LIST | ASSIGNED TO | ASSIGNMENT DATE | STATUS | COMMENTS | COMPLETION DATE |
| 1 | B2B marketing plan best practice | 11/23/2021 | In Progress | 11/07/2021 | ||
| 2 | Industry scoring and marketing social post | My Part | 10/23/2021 | In Progress | 11/07/2021 | |
| 3 | Finalize packaging and gap analysis based on the competitive analysis | 10/23/2021 | In Progress | 11/07/2021 | ||
| 4 | Primary current software testing compares to the first categories’ technical advantages. Interview with company | 10/23/2021 | In Progress | 11/07/2021 | ||
| 5 | Advance concept testing | 10/23/2021 | In Progress | 11/07/2021 |
(database structure for tradeshow)
Loyalty program
Retention plan
Long term relationship
Continuously upgrading the packages
Subscribe to updates
Membership – receive newsletter
Adding a prospect’s name to an email
and/or subject line
choose what kind of communication they prefer (included in the survey)
send more targeted information (consequence of the survey)
Email marketing for existing contacts
LinkedIn Messaging
Track your lead generation strategy KPIs
Have a clear buying persona
Keyword
SEO
Website improvements - speed/ mobile
Create video for your product
Offer free trial/ features
Host webinars
Blog
Create gated content - ask for email
Live chat
SaaS customer cycle and conversion stages (next slide)
(database structure for tradeshow)
Company Page:
Industry
Specialties
Type (Public or Private)
Headquarters location
Number of employees
** Take note of “related” and “people also viewed” companies on the bottom right of the company page, as these will often be ideal prospects for you
Individual Profiles:
Title
Location
Industry (although this may be the same as the company page, often individuals will choose an industry based on their title, not the company)
Previous Employers
Schools they attended
Groups they are part of
Keywords in their summary and skills sections
Years of experience
Years at this company
(database structure for tradeshow)
Company Page:
Furniture
Modern Furniture
Private
United States
More than 500 employees
** Take note of “related” and “people also viewed” companies on the bottom right of the company page, as these will often be ideal prospects for you
Individual Profiles:
Marketing OR Sales
United States
Furniture
Ikea OR HR Buttercup
University of California
Sales AND Marketing AND “Trade Show” AND “Lead Generation”
10+
2+
Persona example
(database structure for tradeshow)
Keyword
Rather than write up content based on the list of keywords they got, they take this list and use these on sites like Quora and Answer the Public.
Sites like Quora and Answer the Public help fill in that gap by giving you insight into the common questions and problems your target customers wanted to be answered or solved.
Keyword list - Direct selling trade show network - trade show ROI - trade show booth scanner
Trade show marketing plan - trade show booth solutions
Trade shows marketing - Led exhibit booths - Trade show sales pitch
Trade show selling
(database structure for tradeshow)
Awareness -
Product previews / live demos
Free tools
Reviews & comparisons
Educational content
Data capture
Persona / account content
Consideration -
Showcasing
Narrative content.
Agitation
Differentiation
Automated email lists
Automatic follow-ups
Feature updates
Conversion -
Onboarding
Website feedback
Guides & tutorials
Free trial nurturing
Free trial expiry campaigns
Free-to-paid upselling
SaaS customer cycle and conversion stages
(database structure for tradeshow)
-Third party lead generation
-Organic search and engagements
-Account for Varying Stages of The Buyer's Journey.
-Post Informative Content
-Define Milestones; Nurture Your Customers.
-Send Triggered Emails. ...
-Shorten the Free Trial Period.
-Use Numbers.
- Provide Excellent Customer Service. ...
-User Testimonials.
DATA QUALITY
Customer testimonials/ feedback
Case study
1. Give customers a reason to share
SaaS referral program
Right incentives to motivate customers (Cashback,Discount on subscription,branded swag, extra features)
Make it quick and easy for users to share
Consider offering a SaaS referral fee
Promote your SaaS referral program
Third party service for referral like
Trello, Evernote ,Notion and others
Potential 3rd Party outsourcing
| COMPANY | FEATURE | COSTING | Comments |
| Cvebt lead Capture | SocialWall for connecting to social media | Free Subscription + yearly fee upto $100 | Help with social media connection: - $ 2500 + ($5 per lead). |
| Social Table | 3D rendering, guest seating, anytime-anywhere collaboration, and mobile guest check-in, Guest Analysis | Free Subscription + yearly fee upto $100 | Willing to work with client. Would need more details. $2000 + added fees for features as per needs. (Range from around $200 to $850) |
| iCapture | can link lead data to their Salesforce account (one of the many mainstream CRM and sales software integrations they offer) Digital Wallet, RFID technology, Density management | Subscription upto $500 + additional charge per lead (need to talk to an agent) | Would not collaborate |
| Compusystems | Linkage to CRM software | Free Subscription + yearly fee upto $100 | Yes. Only help in CRM software. ($450) |
| Id card Group | Basic Features | Free | Would not collaborate |
| 1st Sales | Speech to text, Group Scanning, Traffic Pattern analysis | Yearly Subscription | Will not collaborate |
Potential 3rd Party outsourcing
| COMPANY | FEATURE | COSTING | Comment |
| ATS | Digital Wallet, RFID technology, Density management | Subscription + additional charge per lead (need to talk to an agent) | Would not collaborate |
| Expotools | Linkage to CRM software | Free Subscription | Help with CRM software. Pay $850 |
Ask the # of people (data handling)??
Make 3 packages1
Basic
Med. (CRM-850)
(Add total cost)
Packages
Target market evaluations
This week
*marketing graphics design
Email marketing
Email marketing
Email marketing
Social media animated post
https://drive.google.com/file/d/1o3BNNSWjGZQM1n1ycZCbDF7QhevytZ3i/view?usp=sharing
My Part – Survey Questions for 5 Selected Industries
Survey Questions for Service-Based Industries
Test Cases
Digitalics Innovation_Testing.xlsx
https://docs.google.com/document/d/1DfmeAwUUU6sWkHZlcqoG37h9rXmTz_Sk/edit
Thank you
Westcliff team