SMART CAPSTONE Final Report

voyage
Week7meeting1.pptx

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

Furniture Manufacturers

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

My Part – Survey Questions for 5 Selected Industries

Survey Questions for Service-Based Industries