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 &

Laser App Financial Services Conference © 2015 Advisor Websites™. All rights reserved. Who is the fastest growing Enterprise SaaS right now?

Laser App Financial Services Conference © 2015 Advisor Websites™. All rights reserved. 1.1 million daily active users Thanks to a 93% activation rate 100,000 new paid seat every 2 months All from grassroots marketing 8,000 tickets and 10,000 tweets each month Feedback drives their product roadmap

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

Laser App Financial Services Conference © 2015 Advisor Websites™. All rights reserved. 3 pillars of successful adoption People Organization Technology

Laser App Financial Services Conference © 2015 Advisor Websites™. All rights reserved. Most common barriers Insufficient training Generation Gap ValueEffort Culture Complex

Laser App Financial Services Conference © 2015 Advisor Websites™. All rights reserved. Active Users Active Users are all users that log into any platform/tool during a set period

Laser App Financial Services Conference © 2015 Advisor Websites™. All rights reserved. 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 exchanged 93% of those customers are still using Slack today!!

Laser App Financial Services Conference © 2015 Advisor Websites™. All rights reserved. What is your ‘active users’ #? 15% 25% 50% More? AW: 80%

Laser App Financial Services Conference © 2015 Advisor Websites™. All rights reserved. Phenomenal Design & Usability

Laser App Financial Services Conference © 2015 Advisor Websites™. All rights reserved. Phenomenal Design & Usability

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

Laser App Financial Services Conference © 2015 Advisor Websites™. All rights reserved. The perfect onboarding Our secret sauce

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

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

Laser App Financial Services Conference © 2015 Advisor Websites™. All rights reserved. Positive Re- enforcement Reward users when they complete important steps > Up to 80% lift in engagement

Laser App Financial Services Conference © 2015 Advisor Websites™. All rights reserved. Timed Trigger messages at key activation milestones > 90% activation success

Laser App Financial Services Conference © 2015 Advisor Websites™. All rights reserved. Relevant In-app message for specific user groups > 200% increase in response rate

Laser App Financial Services Conference © 2015 Advisor Websites™. All rights reserved. Removing barriers & leveraging integrations

Laser App Financial Services Conference © 2015 Advisor Websites™. All rights reserved. How many pieces of tech an advisor use?

Laser App Financial Services Conference © 2015 Advisor Websites™. All rights reserved. Integrating the right tools

Laser App Financial Services Conference © 2015 Advisor Websites™. All rights reserved. Obtain intel from clients and prospects. Spend more time with clients and prospects Streamline processes & gain efficiencies Benefit example: Redtail

Laser App Financial Services Conference © 2015 Advisor Websites™. All rights reserved. Out-of-this-world support & training

Laser App Financial Services Conference © 2015 Advisor Websites™. All rights reserved. A shoe company delivering pizza?! Great support leads to incredible satisfaction ratings, high adoption and referability

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

Laser App Financial Services Conference © 2015 Advisor Websites™. All rights reserved. Success story: Hootsuite adoption Their approach to Enterprise adoption

Laser App Financial Services Conference © 2015 Advisor Websites™. All rights reserved. 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 Suite Scalable Enterprise Training Packages to address all levels of social media maturity. Customer Success Dedicated Hootsuite and Social Media experts to facilitate real- time support.

Laser App Financial Services Conference © 2015 Advisor Websites™. All rights reserved. Setup & OnboardingAdoptionStrategy & TacticsScaleOptimize OrganizationGroupIndividuals Accomplish enterprise-wide digital transformation. Drive adoption & achieve success.Initially configure & launch Hootsuite. 3-tier Enterprise training program

Laser App Financial Services Conference © 2015 Advisor Websites™. All rights reserved. Results 55% adoption vs 10% for first generation social platforms

Laser App Financial Services Conference © 2015 Advisor Websites™. All rights reserved. We need an action plan Promote… Onboard… Success

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

Laser App Financial Services Conference © 2015 Advisor Websites™. All rights reserved. Thank you Come chat with me to learn more