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The SoMoLo Opportunity and 
Why Marketers Should Care
What We Will Cover Today 
• Discussing marketing “then & now” 
• Defining today’s SoMoLo (social/mobile/local) consumer 
• Exploring modern consumer behaviors through SoMoLo lens 
• Emphasizing vital need for a customer-centric marketing 
approach 
• Examining ways brands can meet today’s consumer “where 
they are”—at the intersection of SoMoLo 
• Dissecting consumer “path to purchase” behaviors 
• Identifying ways to take your brand down the SoMoLo path to 
the “land of opportunity” 
2 
Our journey to the land of opportunity takes us on a pathway…
Traditional Marketing Approach 
Inside out view Broadcast One message 
3 
TV 
Websites 
Mail 
Email 
Print 
Radio 
Promotion 
Advocates 
Customer Service 
Public 
Relations
Path to the Land 
of Opportunity 
New Landscape=New Opportunity 
4
New Marketing 
Landscape 
5
The New Consumer is... 
SOcial 
MObile 
LOcal 
6
The New Consumer is... 
Empowered and 
Enabled by technology 
7
...Empowered 
– Technology 
– Internet 
– Social Connection 
College Freshmen 
Late 90s 
College Freshmen 
Today 
Bought textbooks at 
University Store 
Compared textbook prices 
and bought online 
Shared computer lab on 
university campus, students 
with PCs were in minority 
Owns laptop, smartphone and 
sometimes also tablet 
Had corded phone in room or 
shared in hall 
99.8% of college students 
have cell phones 
2010 Huffington Post 
8
...Technology-Enabled 
Based on current IOS and 
Android smart devices in use and 
the current rate of activation 
there will be an estimated 1 
Billion smart devices in use 
between December 2012 and 
June 2013 
9 
tablet smart phone
Consumers are... 
10 
Searching 
Shopping 
Sharing
...Searching 
They are socially adept 
11 
Researching an item before purchase 
57% for smartphone owners 
66% for Tablet owners 
Using Store Locator 
73% Smartphone 
42% Tablet 
Checking Price 
62% Smartphone 
52% Tablet 
Reading reviews of recent/future purchases 
45% Smartphone 
56% Tablet 
Source: Nielsen Q1 2012
...Shopping 
Purchasing items on device 
29% phone 42% tablet 
Using device for payment 
27% smartphone 28% Tablet 
Source: Nielsen Q1 2012 
Showrooming 
Mobile phone owners increasingly using 
devices while in stores to assist with 
shopping.
...Sharing 
With their Social network 
13 
Using Social media to comment 
on purchase 
23% phone 25% tablet 
Writing a review of a purchase 
11% smartphone 22% tablet 
Nielsen Q1 2012
3 out of 4 consumers on Facebook 
have used it to make retail and 
restaurant decisions. Half say they 
have tried a brand based on a 
recommendation they got through 
social media 
Source Empathica Survey 
14 
...Sharing 
About a variety of experiences
…Thinking and acting local 
74%of Smartphone 
owners surveyed cited looking 
up local services as leading 
activity they associate with 
their smartphone 
Source Keystone Survey 8/17 Media Post Article 
15 
Hyper Local: A new term used to refer to 
someone or something that is the 
best at connecting people, locally. 
Wikipedia 2010
…Expecting more than brands are delivering 
• At least a 20% gap between 
consumer expectation and 
shopping experience 
• Consumers expect transparency, 
control and customization. 
Source: Deloitte 2012 Retail Study 
• Consumers now think of shopping 
– whether online, in-store, or on a 
mobile device as one experience 
Source: Deloitte 2012 Retail Study 
16
…Oriented Toward Action 
• 88% take action same day 
• 79% of US Smartphone and tablet 
owners have used their mobile 
devices for shopping related activities 
Source Nielsen Q1 2012 Survey 
• Locating a store 
73% Smartphone vs 42% tablet 
• Using a shopping list while shopping 
42% phone 16% tablet 
• Redeeming coupon 
36% phone 11% tablet 
17
Where is the land 
of opportunity? 
18
The Land of 
Opportunity 
19 
Behaviors that make a 
difference 
• Customer Experience 
• Brands/companies listening 
and observing 
• Aligned stakeholders 
• Word of Mouth 
• Loyal consumers 
• Advocates 
• Feedback
New Opportunity Requires 
New (Social) Mindset 
Consumer Centric 
20 
86% of consumers would pay 
more for a better customer 
experience, and 89% of 
consumers began doing business 
with a competitor following a poor 
customer experience. 
Source RightNow
Think Mobility 
Mobility vs Mobile 
– It’s all about Behavior 
– Being relevant 
Content 
Convenience 
Connection 
21
Build a Local Advantage 
• Customers who interact with 
associates are 12.5% more 
likely to buy in store 
• Pay attention to price 
differentials – Based on 
surveys more than 5% price 
difference required before 
customers will leave store 
• Make it easy for local 
customers to find, shop, use 
and share your product or 
service 
22
Consumer’s Define 
Relevance 
Listen and observe. 
Be authentic and curious. 
Ask questions like: 
• Who are they? 
• Where are they? 
• What are they doing? 
• What are they looking for? 
• How do they define value? 
23
Figure out the Path to Purchase 
• Online shopping takes place 
across multiple screens 
– 65% use smartphone 
to begin journey 
• 61% of these continue 
on PC or laptop 
• Often non-linear 
– Buying stages 
• Role of influencers 
• Content strategy 
24
Step 1: Identify need 
• Consumer 
identifies a need 
• Brands poised to 
respond with 
helpful relevant 
content 
25
Step 2: Research 
• Consumer uses network to 
help 
– Social 
– Brand 
– third-party sites 
• Brands listen and engage 
26
Step 3: Making the Buying Decision 
• Consumers finding a deal, 
finalizing the decision 
• Brands must be integrated 
at all touchpoints 
27
Begin with the Basics 
• Create a plan/map touchpoints 
• Claim your local space 
– Create Google + Local Pages 
– Sign up for others too 
• Optimize your site for search engines 
• Listen/monitor brand & category 
• Create helpful content 
28
Then What’s Next? 
• Mobile friendly web site 
– 76% of survey respondents access web site from devices 
Source Keynote Survey 
– Experience your own mobile buying process 
• Empower associates in order to 
create optimum customer 
experience 
– Pre-sale 
– During 
– Post 
29 
Empowered associates generate: 
• 63% Larger transactions 
• 33% more repeat visits 
• 3.5X annual spend 
Source: Raymark
Then What? 
• Integrate channels to provide a 
seamless experience for your 
customers 
• Experiment with 
location based services 
– Test pricing 
– Offer rewards 
– Encourage sharing 
30
Coffee Klatch SoMoLo 
Case Study
Background 
• Coffee Klatch is a small local coffee shop 
in Southern California with four locations. 
• Coffee Klatch ran a promotion on 
FourSquare, a location based platform 
where consumers check in, comment and 
often receive offers. 
• This story is the experience of Matthew 
Gallizi.
Location Based Platform 
• Whole experience driven by 
interaction on Smartphone 
• In-store monitor encourages alignment 
In-store
Mobile 
•Multiple Social Platforms 
•Interactions 
–Consumer to consumer 
–Consumer to brand 
–Discussing, even rating experiences.
Social and local 
•Facebook exchange 
–Friendly competition to be Coffee Klatch 
Mayor requires more visits.
Result 
• Word of Mouth 
• Advocate through customer 
experience 
• Alignment 
• Store recognized status 
and responded 
accordingly 
• Consumer online 
experience consistent 
with in-store experience
Questions? 
37
Thank You 
Joe owns Strategic Marketing Solutions, an integrated marketing consulting 
company. He is active in social media, co-moderates, #SMchat (a Twitter chat) 
and regularly writes about Customer Experience Marketing for Maximize Social 
Business. 
He works with businesses to implement integrated marketing strategies that build 
Raving Fans. 
To learn more about capitalizing on the local advantage by creating Raving Fans 
contact Joe: 
Email: Joseph.Ruiz@strategicdriven.com 
Phone: 804.690.4486 
Connect on Linked In: www.linkedin.com/in/josephruizjr/ 
Twitter: @SMSJoe

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The SoMoLo Opportunity: Why Marketers Should Care About Social, Mobile and Local Marketing

  • 1. The SoMoLo Opportunity and Why Marketers Should Care
  • 2. What We Will Cover Today • Discussing marketing “then & now” • Defining today’s SoMoLo (social/mobile/local) consumer • Exploring modern consumer behaviors through SoMoLo lens • Emphasizing vital need for a customer-centric marketing approach • Examining ways brands can meet today’s consumer “where they are”—at the intersection of SoMoLo • Dissecting consumer “path to purchase” behaviors • Identifying ways to take your brand down the SoMoLo path to the “land of opportunity” 2 Our journey to the land of opportunity takes us on a pathway…
  • 3. Traditional Marketing Approach Inside out view Broadcast One message 3 TV Websites Mail Email Print Radio Promotion Advocates Customer Service Public Relations
  • 4. Path to the Land of Opportunity New Landscape=New Opportunity 4
  • 6. The New Consumer is... SOcial MObile LOcal 6
  • 7. The New Consumer is... Empowered and Enabled by technology 7
  • 8. ...Empowered – Technology – Internet – Social Connection College Freshmen Late 90s College Freshmen Today Bought textbooks at University Store Compared textbook prices and bought online Shared computer lab on university campus, students with PCs were in minority Owns laptop, smartphone and sometimes also tablet Had corded phone in room or shared in hall 99.8% of college students have cell phones 2010 Huffington Post 8
  • 9. ...Technology-Enabled Based on current IOS and Android smart devices in use and the current rate of activation there will be an estimated 1 Billion smart devices in use between December 2012 and June 2013 9 tablet smart phone
  • 10. Consumers are... 10 Searching Shopping Sharing
  • 11. ...Searching They are socially adept 11 Researching an item before purchase 57% for smartphone owners 66% for Tablet owners Using Store Locator 73% Smartphone 42% Tablet Checking Price 62% Smartphone 52% Tablet Reading reviews of recent/future purchases 45% Smartphone 56% Tablet Source: Nielsen Q1 2012
  • 12. ...Shopping Purchasing items on device 29% phone 42% tablet Using device for payment 27% smartphone 28% Tablet Source: Nielsen Q1 2012 Showrooming Mobile phone owners increasingly using devices while in stores to assist with shopping.
  • 13. ...Sharing With their Social network 13 Using Social media to comment on purchase 23% phone 25% tablet Writing a review of a purchase 11% smartphone 22% tablet Nielsen Q1 2012
  • 14. 3 out of 4 consumers on Facebook have used it to make retail and restaurant decisions. Half say they have tried a brand based on a recommendation they got through social media Source Empathica Survey 14 ...Sharing About a variety of experiences
  • 15. …Thinking and acting local 74%of Smartphone owners surveyed cited looking up local services as leading activity they associate with their smartphone Source Keystone Survey 8/17 Media Post Article 15 Hyper Local: A new term used to refer to someone or something that is the best at connecting people, locally. Wikipedia 2010
  • 16. …Expecting more than brands are delivering • At least a 20% gap between consumer expectation and shopping experience • Consumers expect transparency, control and customization. Source: Deloitte 2012 Retail Study • Consumers now think of shopping – whether online, in-store, or on a mobile device as one experience Source: Deloitte 2012 Retail Study 16
  • 17. …Oriented Toward Action • 88% take action same day • 79% of US Smartphone and tablet owners have used their mobile devices for shopping related activities Source Nielsen Q1 2012 Survey • Locating a store 73% Smartphone vs 42% tablet • Using a shopping list while shopping 42% phone 16% tablet • Redeeming coupon 36% phone 11% tablet 17
  • 18. Where is the land of opportunity? 18
  • 19. The Land of Opportunity 19 Behaviors that make a difference • Customer Experience • Brands/companies listening and observing • Aligned stakeholders • Word of Mouth • Loyal consumers • Advocates • Feedback
  • 20. New Opportunity Requires New (Social) Mindset Consumer Centric 20 86% of consumers would pay more for a better customer experience, and 89% of consumers began doing business with a competitor following a poor customer experience. Source RightNow
  • 21. Think Mobility Mobility vs Mobile – It’s all about Behavior – Being relevant Content Convenience Connection 21
  • 22. Build a Local Advantage • Customers who interact with associates are 12.5% more likely to buy in store • Pay attention to price differentials – Based on surveys more than 5% price difference required before customers will leave store • Make it easy for local customers to find, shop, use and share your product or service 22
  • 23. Consumer’s Define Relevance Listen and observe. Be authentic and curious. Ask questions like: • Who are they? • Where are they? • What are they doing? • What are they looking for? • How do they define value? 23
  • 24. Figure out the Path to Purchase • Online shopping takes place across multiple screens – 65% use smartphone to begin journey • 61% of these continue on PC or laptop • Often non-linear – Buying stages • Role of influencers • Content strategy 24
  • 25. Step 1: Identify need • Consumer identifies a need • Brands poised to respond with helpful relevant content 25
  • 26. Step 2: Research • Consumer uses network to help – Social – Brand – third-party sites • Brands listen and engage 26
  • 27. Step 3: Making the Buying Decision • Consumers finding a deal, finalizing the decision • Brands must be integrated at all touchpoints 27
  • 28. Begin with the Basics • Create a plan/map touchpoints • Claim your local space – Create Google + Local Pages – Sign up for others too • Optimize your site for search engines • Listen/monitor brand & category • Create helpful content 28
  • 29. Then What’s Next? • Mobile friendly web site – 76% of survey respondents access web site from devices Source Keynote Survey – Experience your own mobile buying process • Empower associates in order to create optimum customer experience – Pre-sale – During – Post 29 Empowered associates generate: • 63% Larger transactions • 33% more repeat visits • 3.5X annual spend Source: Raymark
  • 30. Then What? • Integrate channels to provide a seamless experience for your customers • Experiment with location based services – Test pricing – Offer rewards – Encourage sharing 30
  • 31. Coffee Klatch SoMoLo Case Study
  • 32. Background • Coffee Klatch is a small local coffee shop in Southern California with four locations. • Coffee Klatch ran a promotion on FourSquare, a location based platform where consumers check in, comment and often receive offers. • This story is the experience of Matthew Gallizi.
  • 33. Location Based Platform • Whole experience driven by interaction on Smartphone • In-store monitor encourages alignment In-store
  • 34. Mobile •Multiple Social Platforms •Interactions –Consumer to consumer –Consumer to brand –Discussing, even rating experiences.
  • 35. Social and local •Facebook exchange –Friendly competition to be Coffee Klatch Mayor requires more visits.
  • 36. Result • Word of Mouth • Advocate through customer experience • Alignment • Store recognized status and responded accordingly • Consumer online experience consistent with in-store experience
  • 38. Thank You Joe owns Strategic Marketing Solutions, an integrated marketing consulting company. He is active in social media, co-moderates, #SMchat (a Twitter chat) and regularly writes about Customer Experience Marketing for Maximize Social Business. He works with businesses to implement integrated marketing strategies that build Raving Fans. To learn more about capitalizing on the local advantage by creating Raving Fans contact Joe: Email: Joseph.Ruiz@strategicdriven.com Phone: 804.690.4486 Connect on Linked In: www.linkedin.com/in/josephruizjr/ Twitter: @SMSJoe