Engage Your Sales Force with Mobile Content Management SI Barry Pellas + Primerica

Transcription

1 Engage Your Sales Force with Mobile Content Management SI-1525 Barry Pellas + Primerica

2 Primerica Who We Are Largest independent financial services marketing organization in North America A Main Street company delivering to Main Street families Over 100,000 licensed representatives Needed a better way to reach and engage our representatives 1

3 Primerica App Recruit & Build Market Products Compete Manage & Grow 2

4 How the Primerica App Works Recruit & Build Instant Communication Presentations, Brochures and Videos Recognition, Incentives and Trips Training & Development Market Products Mobile FNA Financial Calculators Quick Quote TurboApps Presentations, Brochures and Videos Manage & Grow Production Numbers CRM Track Field Training Activity Licensing System Compete Scoreboard and Contest Standings Fast Start Bonus Engage for 90 3

5 Marketing & Communications The Primerica App has revolutionized the way our representatives do business. They can sit down with a prospect anywhere Show them a presentation, brochure or video Make a client presentation Close the sale Submit a independent business application Get a new representative started on building their own business All on their tablet or smartphone 4

6 Primerica App - Homepage Lead Stories Tell reps what they need to know to about what s happening in Primerica today. Playbook The most important information about the company for their business. Recognition Milestones and advancements of leaders on the move. Latest Incentives, Key Information and Breaking News Company news, sales incentives, and key information is delivered quickly and effectively. 5

7 Marketing Materials Media Vault section for all marketing materials Brochures Presentations Business Essentials Audio & Video LIVE Streaming 6

8 Training Resources For new representatives in the business, the Primerica App is a great resource for training and development videos and documents Business Building team build, leadership, market-specific training, recruiting Product Training insurance, investments, savings, client solutions 7

9 Demo

10 Previous Publishing Process Custom coded embedded HTML Paper approval process Poor content management HTML, graphics and resources disconnected content items Limited meta data for search Content publishing grouped by section must publish entire section Limited publishing schedule controls Review/approval after publishing to DEV and/or TEST environments 9

11 New Publishing Process IBM Web Content Manager Improved content management Templates for content types Publishing Workflows Draft approval/rejections Automated publish/expiration of content Publish only individual content items Dynamic Content 10

12 Primerica Mobile Application Infrastructure IBM MobileFirst Platform As application patterns have shifted over time, MobileFirst is built to optimize integration, reuse skills and deliver mobile apps faster. IBM Web Content Manager IBM WCM provides the facilities for business users to manage and deliver personalized content across multiple channels. 11

13 Integrated with PointSource Meticulous Meticulous provides the wiring between the IBM Mobile First Platform and IBM WCM. It not only fetches, stores and processes content on the server side, but also provides client side APIs that store content for offline access making any application content always available. Cache WCM Adapter Link & File Mining API Meticulou s (Server API) Legacy Application Adapter Client API Meticulous (Client API) JSON Store Cache 12

14 Meticulous Architecture and Update Strategy Client Device Meticulous Client-side API Meticulous Server-side API Adapter Local Storage Cache JSON & Device Storage Worklight Server WCM Server 13

15 WCM, MobileFirst & Meticulous Provide On-the-Fly Updates 4 Update Web Resources App Store Native Shell Pre-Packaged Resources MobileFirst Platform Server Web Content 2 Transfe r 1 Download Cached Resources 3 Check for Updates Web content is downloaded on initial application load Web content is stored in the local offline storage App checks for updates based on expire rules of content Updated web content downloaded when necessary 14

16 Understand Your Update Strategy Marketing messages often need to move fast and process can slow delivery down Allow marketing teams to deliver effective content at much shorter intervals Give marketing the access to notifications with a consistent message Involve IT for application updates New ios version New application modules / navigation 15

17 Native Integration Action Sheets allow to download and print documents from your mobile device Brochures Presentations Documents GEO-fence allows reps that visit the home office to receive special notifications On-device Rate Engine allows clients to receive quotes & financial advice even when no internet access is available Quick Quote 16

18 IBM Mobile Push Custom automated messages to keep reps engaged Rich text notification for more than simple sms Swipe directly to the section of the application associated with the message For mobile, MobilePush SDK provides local message persistence (SQLite) and APIs for notification management and metrics. Custom rep activity infrastructure: Upcoming Primerica Events & Broadcasts Upcoming client meeting reminders Personalized notifications Mobile Push 17

19 Web Content Best Practices Never duplicate code fragments, images or other content related to your brand Understand the user base and deliver personalized content Give users access to the right information when they want it 18

20 Content Delivery and Application Types Web content delivery is the same regardless of your application type Browser Access Web Hybrid Apps Mixed Hybrid Apps Native Apps Mobile Browser Native Shell Native Shell Native App. WEB HYBRID NATIVE 19

21 Primerica Mobile Application Future Releases Faster development process build upon existing foundation Personalized/dynamic content Content delivery based upon sales position, location, licenses Custom training content Training content tailored by Primerica RVP Micro-sites Custom web sites built from content available within IBM WCM 20

22 Thank You Your Feedback is Important! Access the InterConnect 2016 Conference Attendee Portal to complete your session surveys from your smartphone, laptop or conference kiosk.