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Implimentation

Implimentation

The man who will use his skill and constructive imagination to see how much he can give for a dollar, instead of how little he can give for a dollar, is bound to succeed. – Henry Ford

Mobile Relationship Management brings together mobile technology, data, strategy and execution all along the customer journey. Click the arrow to the right to explore each of these critical components.

Understanding mobile management and Strategic Approach 

You’ve decided to transform your mobile marketing programs with Smart Biz, now it’s time to implement. We customize our on boarding template to align to your brand’s strategy for winning with mobile. The personalized schedule tracks all the key components of a new client launch, including the kick-off strategy and planning meeting, content mapping, launch plans and defined KPIs and reporting needs.

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Our mobile marketing on-boarding process includes:

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  • Create your mobile strategy

  • Kick-off meeting to develop your implementation plan

  • Provision or migrate your short code

  • Set-up your database or migrate your existing one

  • Set-up your account and train your team

  • Define integration needs

Kick-off meeting
and planning
  • In-person discovery meeting

  • Existing program audit and recommendations

  • Customized compliance handbook

  • Align business objectives (short and long-term)

Shortcode provisioning
  • Shortcode migration or new code selection

  • Required documentation submitted to carriers

  • Testing

  • Compliance review

Database set-up
or migration
  • Coordinate with legacy partner (if applicable)

  • Database scrubbing

  • List segmentation needs identified and added

  • Database syncing and API access granted

Account set-up
and training
  • Account set-up

  • Bi-weekly Catapult training

  • API documentation distributed

  • Assistance with program set-up

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