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11/7/2008



Profile and Capabilities


SIGMA Marketing Group, LLC




                       © 2008 SIGMA Marketing Group/Confidential
SIGMA’s Client Experience
                               SIGMA Facts

                                   SIGMA’s Corporate headquarters
                               •
                                   is located in Rochester, NY, with
                                   a satellite office in Richmond, VA.

                                   Founded in 1985, SIGMA is a
                               •
                                   privately held, limited liability
                                   corporation

                                   Employs 80+ full-time
                               •
                                   employees.

                                   SIGMA has been rated in the top
                               •
                                   50 integrated marketing agencies
                                   by Advertising Age for the past 8
                                   years.




11/7/2008                            © 2008 SIGMA Marketing Group/Confidential


                                                                       Page 2
SIGMA’s Mission

           ...is to help Fortune 500 companies with innovative marketing
           solutions designed to increase ROI



                   Knowledge                   Marketing                    Sales
                  Management                   Strategy                  Optimization

          Using marketing research      Strategic programs built        Optimizing and
          and statistical methods to      off customer insights    automating the delivery
              pinpoint the right              delivered in a       of marketing messages
          audiences and uncover key            1:1 fashion         for progressively higher
               selling insights             to customers and                results
                                                prospects



Friday, November 07, 2008                                            © 2008 SIGMA Marketing Group/Confidential


                                                                                                           3
SIGMA’s Competitive Differentiators

             Integrated Marketing Solutions to Solve Business Problems– Using technology
     •
             as an enabler to grow and expand customer relationships for our clients.

             Strong Industry Experience—Over 20 years experience in Financial Services,
     •
             Business to Business and Consumer Relationship Marketing with Fortune 500 clients

             Knowledge Based—SIGMA focuses on the ability to fully leverage the customer
     •
             data to drive corporate revenue, using insights to drive marketing strategy that can
             be automated and optimized.

             Multi-Channel/Media Neutral-- SIGMA offers marketing solutions in a wide range
      •
             of marketing channels, including the internet and mobile markets.

             Brand Focused—SIGMA offers strong brand integration services, ensuring that
      •
             every marketing action taken is consistent the client’s brand promise


           Strategy &                                      Messaging       Touch Point
                             Strategic    Marketing                                             Metrics and
             Project                                      and Creative    and Campaign
                             Targeting    Technology                                           Measurement
          Management                                        Strategy      Management


Friday, November 07, 2008                                                 © 2008 SIGMA Marketing Group/Confidential


                                                                                                                4
SIGMA’s Solutions
                Expertise                                       Services Available to Support Your Business
                                   • Relationship Management           • Tactical Implementation
            Account Services       • Strategic Planning                • Project Management


                                          Account Planning                    Knowledge Mining                    Marketing Research
                                   • Marketing Strategy                • Business Assessment Models        • Direct Marketing Research
                                   • Business Intelligence Analyses    • Customer Retention, Acquisition   • Internet Research
                                                                         and Growth Predictive Modeling
                                   • Customer Profitability Analyses                                       • Customer Relationship Research
                                                                       • Product Mix and Purchase
           Advanced Analytics      • Marketing Campaign                                                    • Qualitative Studies
                                                                         Pattern Analyses
                                     Management                                                            • Intelligence Gathering
                                                                       • Customer Segmentation Systems
                                   • Data Enhancement Strategies                                           • List and Data Enhancement
                                                                       • ROI Analysis
                                   • Ad Hoc, Pre-/Post-Program                                               Purchasing
                                     Analyses                          • Forecasting                       • Product Development Research

                                   • Creative Development and          •   Video Production                •   Direct Mail
                                     Positioning                       •   Web and Multi-media Design      •   Print Production
           Branding, Creative      • Copywriting                       •   TV and DR Broadcast             •   Mail Services
         Messaging & Advertising   • Illustration                      •   Branding                        •   Internet and Mobile Marketing
                                   • Print Ads                         •   Collateral

                                          Database Development              Application Development                     Interactive
                                              and Management                     and Management
                                   •   Database Design and Build       •   Web Application Development     • Landing Page Development and
                                                                           and Hosting                       Hosting
                                   •   Warehouse Design and Build
                                                                       •   Campaign Management             • Email Development and
                                   •   Network Management
           Database Marketing
                                                                                                             Deployment
                                                                       •   Lead Management
                                   •   Data Security
               Technology
                                                                                                           • Search Marketing
                                                                       •   Web Services (SOAP)
                                   •   System and Data Integration
                                                                                                           • Online Ad Consulting
                                                                       •   BI and Collaboration Portals
                                   •   List Processing
                                                                                                           • Touchpoint Collection
                                                                       •   Software Consulting
                                   •   CASS/DPV Certification
                                   •   Hardware Consulting




Page 5                                                                                              © 2008 SIGMA Marketing Group/Confidential


                                                                                                                                      August 2007
Leveraging Customer Knowledge                                           Analytics &
                                                                                                  Research




          We look for customer knowledge that can be turned into concrete
     •
          strategies that will drive our clients’ businesses. Our analyses become the
          platform for marketing programs and strategies.

          Ultimately, SIGMA’s strategic approach places emphasis on attaining the
     •
          most complete picture of your customers to understand their current and
          potential value to the company in order to provide the greatest
          opportunity for Marketing ROI

             Who                What              When                Why                       How

                                                                   Attitudinal
         Demographic and                       Purchase triggers
                            Usage dimensions
                                                                   dimensions of          Effective strategies
         Firmographic                          for customers and
                            of customers and
                                                                   customers and          for customers and
         dimensions of                         non-customers.
                            non-customers.
                                                                   non-customers.         non-customers.
         customers and
                                               When will
                            What is being
         non-customers.                                            Why are                What type of
                                               purchases
                            purchased?
                                                                   segments               communication is
         Who is in the                         occur?
                                                                   buying?                most effective?
         market?

Page 6                                                                 © 2008 SIGMA Marketing Group/Confidential


                                                                                                     11/7/2008
Database
                              Marketing
                                                    Marketing
                              Technology

                                                     Technologies
     Customer Database Management is the Foundation of Our Client Relationships
     –      Success in database marketing requires a marriage of technology, analytical and
            marketing expertise.
     –      We have made an ongoing commitment to a superior technological infrastructure by
            investing in technologies as soon as they are practical for our clients marketing needs
     –      We turn your data into an information powerhouse, with continually improved
            systems that can automate more and more marketing processes, from data hygiene
            to personalized messaging and campaign management.
     –      Experience working with thousands of data sources of varying formats and structures
            has taught us the value of key quality control procedures and tools that are built,
            maintained and enhanced.

11/7/2008                                                                 © 2008 SIGMA Marketing Group/Confidential


                                                                                                           Page 7
SIGMA’s Marketing Technology                                                         Marketing
                                                                                                            Technology
                          Blueprint Components

         Data Hygiene Environment
   •
          – SIGMA deploys best in breed ETL, hygiene and data consolidation tools and methodologies to
              deliver quality data to our client’s databases.

         Customer Database
   •
          – A database repository that will integrate customer data with external data, campaign data and
              performance data.
          – Enables automated monthly update processes in a relational environment to support analytical
              and marketing campaign deliverables.

         Analytics Environment
   •
          – Environment tuned for high-level analytical tools like MarketMiner and SPSS enables
              sophisticated analytics applied by highly trained users.

         Web Reporting Portal
   •
          – Internet access to real-time data and reporting for management and designated partners.

         Lead Management Portal
   •
          – Delivers customer intelligence to your sales and marketing team.
          – Provides new contacts for marketing and sales.
          – Allows for more productive contact targeting using prior response information.

         Campaign Management
   •
          – Automates and streamlines the development of one-time, ongoing or triggered marketing
             programs
Page 8                                                                          © 2008 SIGMA Marketing Group/Confidential


                                                                                                             11/7/2008
Messaging
                                                                                and Creative
                                                                                  Strategy

                       The SIGMA Creative Difference

            Left Brain and Right Brain Creative
     •
            Work

            The real value comes when we put our
            heads together.

            Because our analytical people know so
     •
            much about the target audiences and
            segments, our creative team has all
            the ammunition they need to craft a
            design and copy approach that fits the
            target with unmatched precision --



11/7/2008                                            © 2008 SIGMA Marketing Group/Confidential


                                                                                       Page 9
Managing 1:1                                     Touch Point
                                                                                     and Campaign
                                 Messaging Touch points                              Management




            Mobile Messaging : End to end management of
     •
            promotional campaigns delivered through text.

            Direct Mail: SIGMA developed, printed and
     •
            mailed over 150 million pieces of direct mail in
            the last 18 months.

            Email: SIGMA helps clients choose email
     •
            providers, we manage the email provider
            relationships and manage complex email
            campaigns.

            Web: SIGMA designs, hosts and manages web
     •
            micro-sites and portals designed to deliver
            measurable interactions with our clients
            customers

            Lead & Response Management: SIGMA
     •
            manages the responses generated by campaigns
            – whether through the development of micro
            sites, telemarketing, or automated fulfillment
            operations

11/7/2008                                                      © 2008 SIGMA Marketing Group/Confidential




                                                                                        Page 10
Mobile Messaging                    Touch Point

                                                            Technologies                     and Campaign
                                                                                             Management




          We offer Technology and Support for
          Mobile and Text Messaging

           Idea Creation            Campaign optimization

           Testing                  Carrier interfacing

           Hosting                  List management

           Platform management      Short code management

           Technical consulting     Concept development

           Technical & client       Campaign creation
           support
                                    Marketing planning
           Real-time reporting
                                    Client support
           Short-code acquisition
           (USA and Canada)         Sales support


Page 11                                                               © 2008 SIGMA Marketing Group/Confidential
      Page 11
                                                                                                   11/7/2008

                                                                                                   11/7/2008
Direct Mail                               Touch Point
                                                                                           and Campaign
                                                                                           Management




              SIGMA printed and
          •                                      Managing the Direct Mail Process for ROI
              mailed over 150
              million pieces of direct   • Format – Choosing the most cost effective formats from
                                           years of experience in response history and production
              mail in the last 18
                                           efficiencies
              months.
                                         • Offer Design – managing the most expensive part of the
                                           campaign

                                         • Volume --Use of analytics to minimize quantities while
                                           maximizing response rates drives down costs

                                         • Response – Aggressive testing for responsiveness and
                                           ROI


Page 12                                                                © 2008 SIGMA Marketing Group/Confidential


                                                                                                    11/7/2008
Implementing                             Touch Point
                                                                         and Campaign
                                Email Solutions                          Management




          SIGMA helps clients choose email
     •
          providers, we manage the email
          provider relationships and manage
          complex email campaigns.

              Managing multiple data Sources
          –
              Reporting
          –
              Delivery Management
          –
              ISP White & Black Listing Support
          –
              Dynamic Personalization
          –
              Automation capabilities
          –
              Return Path Testing
          –




Page 13                                           © 2008 SIGMA Marketing Group/Confidential


                                                                               11/7/2008
Touch Point

                               Web Development –                          and Campaign
                                                                          Management

                              Micro Sites and PURLS
              SIGMA develops
          •
              campaign-specific
              micro sites to
              control the flow of
              data, leads and
              responses

              PURLs bring
          •
              consumers to
              customized sites
              designed to capture
              responses and
              deliver value in the
              form of content, or
              offers.




Page 14                                               © 2008 SIGMA Marketing Group/Confidential


                                                                                   11/7/2008
Web Development
                                    Portals for Distributed Marketing
                                   to Customers and Channel Partners




                                                                          Sales Playbook used by
                                                                          5000+ Xerox Direct and
                                                                          Agent Sales force




            Marketing Storefronts for resellers, channel partners and small customers



Page 15                                                                      © 2008 SIGMA Marketing Group/Confidential
          Page 15

                                                                                                          11/7/2008
Touch Point
                                                                                                        and Campaign
                                                                                                        Management




                                          Telemarketing Methodology
          We competitively
                                Consult                Design                       Execute
          source and manage
          telemarketing
                                Kickoff                Call guide                   Outbound Calling
          vendors from
          program concept
                                Call Strategy          Data compile                 48 hour review
          through completion.

                                Tactical Plan          Training                     Hot lead delivery


                                Program Expectations   Set up 800#                  Reporting


                                                       System/Process set up        Weekly sessions


                                                                                    Refine process



Page 16                                                                        © 2008 SIGMA Marketing Group/Confidential


                                                                                                               11/7/2008
Reporting and
                                  Campaign Analysis                                                       Metrics and
                                                                                                         Measurement


                                                                               Reporting
            SIGMA approaches every solution with
     •
            the objective of maximizing results for our
            clients. Three types of reporting help us
            measure success.

                 Results Reporting shows progress on an
             –
                 initiative, usually quantitative.
                                                                Campaign Analyses

                 Campaign Analyses
             –
                  • Measurements for overall campaign
                    Return on Investment include program
                    and marketing strategy
                    recommendations.
                                                              Dashboards
                 Metrics Dashboard reporting:
             –
                  • Summarize success metrics on a single
                     page for clarity
                  • Give our clients easy visibility to
                     results that can be passed up in their
                     organization
11/7/2008                                                                     © 2008 SIGMA Marketing Group/Confidential


                                                                                                              Page 17
Thank You!

          Questions?
     •
          Martha Bush, SVP Strategy & Marketing
     •
          585-242-4125
     •




                          SIGMA Marketing Group, LLC
                            1850 Winton Rd. South
                             Rochester, NY 14618


Page 18                                                © 2008 SIGMA Marketing Group/Confidential


                                                                                    11/7/2008

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Sigma Linked In Capabilities

  • 1. 11/7/2008 Profile and Capabilities SIGMA Marketing Group, LLC © 2008 SIGMA Marketing Group/Confidential
  • 2. SIGMA’s Client Experience SIGMA Facts SIGMA’s Corporate headquarters • is located in Rochester, NY, with a satellite office in Richmond, VA. Founded in 1985, SIGMA is a • privately held, limited liability corporation Employs 80+ full-time • employees. SIGMA has been rated in the top • 50 integrated marketing agencies by Advertising Age for the past 8 years. 11/7/2008 © 2008 SIGMA Marketing Group/Confidential Page 2
  • 3. SIGMA’s Mission ...is to help Fortune 500 companies with innovative marketing solutions designed to increase ROI Knowledge Marketing Sales Management Strategy Optimization Using marketing research Strategic programs built Optimizing and and statistical methods to off customer insights automating the delivery pinpoint the right delivered in a of marketing messages audiences and uncover key 1:1 fashion for progressively higher selling insights to customers and results prospects Friday, November 07, 2008 © 2008 SIGMA Marketing Group/Confidential 3
  • 4. SIGMA’s Competitive Differentiators Integrated Marketing Solutions to Solve Business Problems– Using technology • as an enabler to grow and expand customer relationships for our clients. Strong Industry Experience—Over 20 years experience in Financial Services, • Business to Business and Consumer Relationship Marketing with Fortune 500 clients Knowledge Based—SIGMA focuses on the ability to fully leverage the customer • data to drive corporate revenue, using insights to drive marketing strategy that can be automated and optimized. Multi-Channel/Media Neutral-- SIGMA offers marketing solutions in a wide range • of marketing channels, including the internet and mobile markets. Brand Focused—SIGMA offers strong brand integration services, ensuring that • every marketing action taken is consistent the client’s brand promise Strategy & Messaging Touch Point Strategic Marketing Metrics and Project and Creative and Campaign Targeting Technology Measurement Management Strategy Management Friday, November 07, 2008 © 2008 SIGMA Marketing Group/Confidential 4
  • 5. SIGMA’s Solutions Expertise Services Available to Support Your Business • Relationship Management • Tactical Implementation Account Services • Strategic Planning • Project Management Account Planning Knowledge Mining Marketing Research • Marketing Strategy • Business Assessment Models • Direct Marketing Research • Business Intelligence Analyses • Customer Retention, Acquisition • Internet Research and Growth Predictive Modeling • Customer Profitability Analyses • Customer Relationship Research • Product Mix and Purchase Advanced Analytics • Marketing Campaign • Qualitative Studies Pattern Analyses Management • Intelligence Gathering • Customer Segmentation Systems • Data Enhancement Strategies • List and Data Enhancement • ROI Analysis • Ad Hoc, Pre-/Post-Program Purchasing Analyses • Forecasting • Product Development Research • Creative Development and • Video Production • Direct Mail Positioning • Web and Multi-media Design • Print Production Branding, Creative • Copywriting • TV and DR Broadcast • Mail Services Messaging & Advertising • Illustration • Branding • Internet and Mobile Marketing • Print Ads • Collateral Database Development Application Development Interactive and Management and Management • Database Design and Build • Web Application Development • Landing Page Development and and Hosting Hosting • Warehouse Design and Build • Campaign Management • Email Development and • Network Management Database Marketing Deployment • Lead Management • Data Security Technology • Search Marketing • Web Services (SOAP) • System and Data Integration • Online Ad Consulting • BI and Collaboration Portals • List Processing • Touchpoint Collection • Software Consulting • CASS/DPV Certification • Hardware Consulting Page 5 © 2008 SIGMA Marketing Group/Confidential August 2007
  • 6. Leveraging Customer Knowledge Analytics & Research We look for customer knowledge that can be turned into concrete • strategies that will drive our clients’ businesses. Our analyses become the platform for marketing programs and strategies. Ultimately, SIGMA’s strategic approach places emphasis on attaining the • most complete picture of your customers to understand their current and potential value to the company in order to provide the greatest opportunity for Marketing ROI Who What When Why How Attitudinal Demographic and Purchase triggers Usage dimensions dimensions of Effective strategies Firmographic for customers and of customers and customers and for customers and dimensions of non-customers. non-customers. non-customers. non-customers. customers and When will What is being non-customers. Why are What type of purchases purchased? segments communication is Who is in the occur? buying? most effective? market? Page 6 © 2008 SIGMA Marketing Group/Confidential 11/7/2008
  • 7. Database Marketing Marketing Technology Technologies Customer Database Management is the Foundation of Our Client Relationships – Success in database marketing requires a marriage of technology, analytical and marketing expertise. – We have made an ongoing commitment to a superior technological infrastructure by investing in technologies as soon as they are practical for our clients marketing needs – We turn your data into an information powerhouse, with continually improved systems that can automate more and more marketing processes, from data hygiene to personalized messaging and campaign management. – Experience working with thousands of data sources of varying formats and structures has taught us the value of key quality control procedures and tools that are built, maintained and enhanced. 11/7/2008 © 2008 SIGMA Marketing Group/Confidential Page 7
  • 8. SIGMA’s Marketing Technology Marketing Technology Blueprint Components Data Hygiene Environment • – SIGMA deploys best in breed ETL, hygiene and data consolidation tools and methodologies to deliver quality data to our client’s databases. Customer Database • – A database repository that will integrate customer data with external data, campaign data and performance data. – Enables automated monthly update processes in a relational environment to support analytical and marketing campaign deliverables. Analytics Environment • – Environment tuned for high-level analytical tools like MarketMiner and SPSS enables sophisticated analytics applied by highly trained users. Web Reporting Portal • – Internet access to real-time data and reporting for management and designated partners. Lead Management Portal • – Delivers customer intelligence to your sales and marketing team. – Provides new contacts for marketing and sales. – Allows for more productive contact targeting using prior response information. Campaign Management • – Automates and streamlines the development of one-time, ongoing or triggered marketing programs Page 8 © 2008 SIGMA Marketing Group/Confidential 11/7/2008
  • 9. Messaging and Creative Strategy The SIGMA Creative Difference Left Brain and Right Brain Creative • Work The real value comes when we put our heads together. Because our analytical people know so • much about the target audiences and segments, our creative team has all the ammunition they need to craft a design and copy approach that fits the target with unmatched precision -- 11/7/2008 © 2008 SIGMA Marketing Group/Confidential Page 9
  • 10. Managing 1:1 Touch Point and Campaign Messaging Touch points Management Mobile Messaging : End to end management of • promotional campaigns delivered through text. Direct Mail: SIGMA developed, printed and • mailed over 150 million pieces of direct mail in the last 18 months. Email: SIGMA helps clients choose email • providers, we manage the email provider relationships and manage complex email campaigns. Web: SIGMA designs, hosts and manages web • micro-sites and portals designed to deliver measurable interactions with our clients customers Lead & Response Management: SIGMA • manages the responses generated by campaigns – whether through the development of micro sites, telemarketing, or automated fulfillment operations 11/7/2008 © 2008 SIGMA Marketing Group/Confidential Page 10
  • 11. Mobile Messaging Touch Point Technologies and Campaign Management We offer Technology and Support for Mobile and Text Messaging Idea Creation Campaign optimization Testing Carrier interfacing Hosting List management Platform management Short code management Technical consulting Concept development Technical & client Campaign creation support Marketing planning Real-time reporting Client support Short-code acquisition (USA and Canada) Sales support Page 11 © 2008 SIGMA Marketing Group/Confidential Page 11 11/7/2008 11/7/2008
  • 12. Direct Mail Touch Point and Campaign Management SIGMA printed and • Managing the Direct Mail Process for ROI mailed over 150 million pieces of direct • Format – Choosing the most cost effective formats from years of experience in response history and production mail in the last 18 efficiencies months. • Offer Design – managing the most expensive part of the campaign • Volume --Use of analytics to minimize quantities while maximizing response rates drives down costs • Response – Aggressive testing for responsiveness and ROI Page 12 © 2008 SIGMA Marketing Group/Confidential 11/7/2008
  • 13. Implementing Touch Point and Campaign Email Solutions Management SIGMA helps clients choose email • providers, we manage the email provider relationships and manage complex email campaigns. Managing multiple data Sources – Reporting – Delivery Management – ISP White & Black Listing Support – Dynamic Personalization – Automation capabilities – Return Path Testing – Page 13 © 2008 SIGMA Marketing Group/Confidential 11/7/2008
  • 14. Touch Point Web Development – and Campaign Management Micro Sites and PURLS SIGMA develops • campaign-specific micro sites to control the flow of data, leads and responses PURLs bring • consumers to customized sites designed to capture responses and deliver value in the form of content, or offers. Page 14 © 2008 SIGMA Marketing Group/Confidential 11/7/2008
  • 15. Web Development Portals for Distributed Marketing to Customers and Channel Partners Sales Playbook used by 5000+ Xerox Direct and Agent Sales force Marketing Storefronts for resellers, channel partners and small customers Page 15 © 2008 SIGMA Marketing Group/Confidential Page 15 11/7/2008
  • 16. Touch Point and Campaign Management Telemarketing Methodology We competitively Consult Design Execute source and manage telemarketing Kickoff Call guide Outbound Calling vendors from program concept Call Strategy Data compile 48 hour review through completion. Tactical Plan Training Hot lead delivery Program Expectations Set up 800# Reporting System/Process set up Weekly sessions Refine process Page 16 © 2008 SIGMA Marketing Group/Confidential 11/7/2008
  • 17. Reporting and Campaign Analysis Metrics and Measurement Reporting SIGMA approaches every solution with • the objective of maximizing results for our clients. Three types of reporting help us measure success. Results Reporting shows progress on an – initiative, usually quantitative. Campaign Analyses Campaign Analyses – • Measurements for overall campaign Return on Investment include program and marketing strategy recommendations. Dashboards Metrics Dashboard reporting: – • Summarize success metrics on a single page for clarity • Give our clients easy visibility to results that can be passed up in their organization 11/7/2008 © 2008 SIGMA Marketing Group/Confidential Page 17
  • 18. Thank You! Questions? • Martha Bush, SVP Strategy & Marketing • 585-242-4125 • SIGMA Marketing Group, LLC 1850 Winton Rd. South Rochester, NY 14618 Page 18 © 2008 SIGMA Marketing Group/Confidential 11/7/2008