Laser App Financial Services Conference © 2015 Advisor Websites™. All rights reserved. How to...

Laser App Financial Services Conference © 2015 Advisor Websites™. All rights reserved.

How to Drive Adoption& get the most out of your platforms

Loic Jeanjean, Director Sales & Marketing@jjloic


Who is the fastest growing

Enterprise SaaS right now?


1.1 million daily active usersThanks to a 93% activation rate

100,000 new paid seat every 2 monthsAll from grassroots marketing

8,000 tickets and 10,000 tweets each monthFeedback drives their product roadmap


Deployments are now mission critical

In the past four years, SaaS adoption in the Enterprise has grown 5x from 11% to 74% yet utilization

rates remain fragmented.


3 pillars of successful adoption

People

Organization

Technology


Most common barriers

Insufficient training

Generation Gap

Value Effort

Culture

Complex


Active UsersActive Users are all users that

log into any platform/tool during a set period


Activation: the ‘Aha’ moment

The idea is that a user should get an “Aha” moment as soon as humanly possible after signing up

user reaching 7 friends in 10 days

user following 30 people

2,000 messages exchanged93% of those customers are still using Slack today!!


What is your ‘active users’ #?

15%25%50%

More?AW: 80%


PhenomenalDesign & Usability


Phenomenal Design & Usability


Asked one simple question:“Was this review helpful to you?”

Displaying the most helpful reviews increased sales by 20% (=$2.7bn more to Amazon), and drove active user rates through

the roof


The perfect onboarding

Our secret sauce


PersonalPut users at the center of the onboarding process> Up to 25% faster onboarding


PositiveRe-enforcementReward users when they complete important steps> Up to 80% lift in engagement


TimedTrigger messages at key activation milestones> 90% activation success


RelevantIn-app message for specific user groups> 200% increase in response rate


Removing barriers & leveraging integrations


How many pieces of tech an advisor use?


Integrating the right tools


Obtain intel from clients and

prospects.

Spend more time with clients and prospects

Streamline processes &

gain efficiencies

Benefit example: Redtail


Out-of-this-world support & training


A shoe company delivering pizza?!

Great support leads to incredible satisfaction ratings, high adoption and referability


Consequences of poor support/training

54%

52%

25%

Will never use the tool again

Will tell their colleagues about the experience

Will recommend people not to use the tool


Success story:Hootsuite adoption

Their approach to Enterprise adoption


Approach to Enterprise adoption

Ease of use

Easiest platform to

use and administer across any

size deployment.

On-demand Library

In-dash access to Hootsuite University (product

overviews, social media lessons and

lecture series).

3-tier Training

SuiteScalable

Enterprise Training

Packages to address all levels of

social media maturity.

Customer SuccessDedicated

Hootsuite and Social Media experts to

facilitate real-time support.


Setup & Onboarding

Adoption Strategy & Tactics Scale Optimize

Organization Group Individuals

Accomplish enterprise-wide digital transformation.

Drive adoption & achieve success. Initially configure & launch

Hootsuite.

3-tier Enterprise training program


Results

55% adoptionvs

10% for first generation social platforms


We need an action plan

Promote… Onboard…Success


Your action plan

Do a proof of concept / closed beta

Roll out to a small group of ‘champions’

Engage and get reps invested in every steps

Collect feedback & share ROI with VP/CMO

Work with vendor to create training material

Share early successes & wins with rest of advisors

Communicate software’s value in webinar(s)


Thank you

Come chat with me to learn more

Laser App Financial Services Conference © 2015 Advisor Websites™. All rights reserved. How to...

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