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Ah-One and Ah-Two!
Get Started with Marketing Automation Step-by-Step

Jeff Linton
Sr. Mgr., Customer & Field Marketing

Leo Merle
Marketing Programs Manager

www.act-on.com | @ActOnSoftware | #ActOnSW
Agenda

• Lead Scoring
• Nurturing
• Content Marketing
• Getting Started
• Q&A
www.act-on.com | @ActOnSoftware | #ActOnSW
Why Use Lead Scoring?

Up To

70%
of sales leads are not properly leveraged or
are completely ignored, thus wasting
marketing program dollars.
- Gartner Research

www.act-on.com | @ActOnSoftware | #ActOnSW
Impact of Lead Scoring

84%
of survey respondents said that their
primary reason for implementing a
lead scoring system was to achieve
added revenue.
- Gleanster Research

www.act-on.com | @ActOnSoftware | #ActOnSW
Lead Scoring
• Automatically scores
leads based on behaviors
or profile attributes
• Allows Marketing & Sales
to sort and prioritize
leads
• Marketing can nurture
lower score leads before
passing off to Sales
• Re-establishes trust
• Drives segmentation for
nurturing programs
www.act-on.com | @ActOnSoftware | #ActOnSW
5 Key Steps of Lead Scoring
1.

Score Profile + Behavioral
Attributes

2.

Get agreement from Sales &
Marketing on what leads
should be prioritized

3.

Look at historical data to
identify traits of won deals

4.

Build scoring model –
including hand-off points

5.

Measure & refine process

www.act-on.com | @ActOnSoftware | #ActOnSW
Impact of Lead Scoring
The average lead
generation ROI for
organizations using a
lead scoring process is

138%

In comparison to:

78%

lead generation ROI from
those surveyed who were not
using a lead scoring process.
- MarketingSherpa
www.act-on.com | @ActOnSoftware | #ActOnSW
NURTURING

www.act-on.com | @ActOnSoftware | #ActOnSW
Understand Lead Nurturing

80%
of prospects deemed “bad leads” by
sales teams go on to buy – from you or
your competitor – within 24 months
- SiriusDecisions

www.act-on.com | @ActOnSoftware | #ActOnSW
Identify Your Ideal Buyer

The Casual User

The Business User

The Power User

Pete

Kait

Steve

www.act-on.com | @ActOnSoftware | #ActOnSW
Design Your Lead Nurturing Program

• Number of touch points
• Content offerings
• Cadence of contact
• Methods for contacting
• Simple nurturing workflow

85%

of tech buyers said they need to
encounter at least three pieces
of content before engaging with
a solution provider.
- Knowledge Storm/MarketingSherpa

www.act-on.com | @ActOnSoftware | #ActOnSW
Measure & Refine Nurturing Programs

• Track effectiveness
• Engagement
• Pipeline Contribution
• Reflect and refine

Companies that excel at
lead nurturing generate

50%

more sales-ready leads at
33% lower cost per lead.
- Forrester Research

www.act-on.com | @ActOnSoftware | #ActOnSW
Examples of Nurture Campaigns

• Basic lead nurturing campaign
• Loyalty and retention
• Customer on-boarding
• Remarketing

www.act-on.com | @ActOnSoftware | #ActOnSW
CONTENT MARKETING

www.act-on.com | @ActOnSoftware | #ActOnSW
Content is Key to Engagement

Develop a curriculum and content plan that
matches a buyer’s journey.

Become a trusted advisor by educating before
selling.

Get found by optimizing your content for search
engines.

Use paid advertising to bolster organic search.
Reinforce content across multiple
channels.

www.act-on.com | @ActOnSoftware | #ActOnSW
Repurpose Content
4
3
1

5

2

6

www.act-on.com | @ActOnSoftware | #ActOnSW
5 Steps to Creating Content that Converts

1. Build the right foundation for your content
campaigns
2. Identify the right content formula
3. Get maximum mileage out of your content
4. Utilize content in lead gen/lead nurture campaigns
5. Measure the impact of your content campaigns

www.act-on.com | @ActOnSoftware | #ActOnSW
Driving Engagement with Content Marketing
Multiple Channels
• Promote content through
multiple channels
• Follow the buyer’s journey

Continuous Process
• Engagement is a continuous
process
• Nurturing is essential
www.act-on.com | @ActOnSoftware | #ActOnSW
GETTING STARTED

www.act-on.com | @ActOnSoftware | #ActOnSW
Assign Responsibilities
• Marketing and Sales collaboration
• Right people – Right data
• Manage the handoffs
• Build a feedback process

www.act-on.com | @ActOnSoftware | #ActOnSW
Where do I Begin?

Lead
scoring

Nurturing

Content
Marketing

Score Profile +
Behavioral Attributes

Identify target buyer

Repurpose your
content

Define hand-off
rules

Develop offers &
cadence

Use mix of content
types

Measure & refine

Measure & Refine

Promote across
multiple channels

www.act-on.com | @ActOnSoftware | #ActOnSW
Q&A

Jeff Linton
Sr. Mgr., Customer & Field Marketing
@jeffreylinton

Leo Merle
Marketing Programs Manager
@leomerle5

www.act-on.com | @ActOnSoftware | #ActOnSW
Resources

For a variety of resources: www.act-on.com/resources
www.act-on.com | @ActOnSoftware | #ActOnSW
Next Steps

Interested in a Demo?
Call +1 (877) 530-1555
Email sales@act-on.com
Web www.act-on.com

www.act-on.com | @ActOnSoftware | #ActOnSW

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Ah-One and Ah-Two! Get Started with Marketing Automation Step-by-Step

  • 1. Ah-One and Ah-Two! Get Started with Marketing Automation Step-by-Step Jeff Linton Sr. Mgr., Customer & Field Marketing Leo Merle Marketing Programs Manager www.act-on.com | @ActOnSoftware | #ActOnSW
  • 2. Agenda • Lead Scoring • Nurturing • Content Marketing • Getting Started • Q&A www.act-on.com | @ActOnSoftware | #ActOnSW
  • 3. Why Use Lead Scoring? Up To 70% of sales leads are not properly leveraged or are completely ignored, thus wasting marketing program dollars. - Gartner Research www.act-on.com | @ActOnSoftware | #ActOnSW
  • 4. Impact of Lead Scoring 84% of survey respondents said that their primary reason for implementing a lead scoring system was to achieve added revenue. - Gleanster Research www.act-on.com | @ActOnSoftware | #ActOnSW
  • 5. Lead Scoring • Automatically scores leads based on behaviors or profile attributes • Allows Marketing & Sales to sort and prioritize leads • Marketing can nurture lower score leads before passing off to Sales • Re-establishes trust • Drives segmentation for nurturing programs www.act-on.com | @ActOnSoftware | #ActOnSW
  • 6. 5 Key Steps of Lead Scoring 1. Score Profile + Behavioral Attributes 2. Get agreement from Sales & Marketing on what leads should be prioritized 3. Look at historical data to identify traits of won deals 4. Build scoring model – including hand-off points 5. Measure & refine process www.act-on.com | @ActOnSoftware | #ActOnSW
  • 7. Impact of Lead Scoring The average lead generation ROI for organizations using a lead scoring process is 138% In comparison to: 78% lead generation ROI from those surveyed who were not using a lead scoring process. - MarketingSherpa www.act-on.com | @ActOnSoftware | #ActOnSW
  • 9. Understand Lead Nurturing 80% of prospects deemed “bad leads” by sales teams go on to buy – from you or your competitor – within 24 months - SiriusDecisions www.act-on.com | @ActOnSoftware | #ActOnSW
  • 10. Identify Your Ideal Buyer The Casual User The Business User The Power User Pete Kait Steve www.act-on.com | @ActOnSoftware | #ActOnSW
  • 11. Design Your Lead Nurturing Program • Number of touch points • Content offerings • Cadence of contact • Methods for contacting • Simple nurturing workflow 85% of tech buyers said they need to encounter at least three pieces of content before engaging with a solution provider. - Knowledge Storm/MarketingSherpa www.act-on.com | @ActOnSoftware | #ActOnSW
  • 12. Measure & Refine Nurturing Programs • Track effectiveness • Engagement • Pipeline Contribution • Reflect and refine Companies that excel at lead nurturing generate 50% more sales-ready leads at 33% lower cost per lead. - Forrester Research www.act-on.com | @ActOnSoftware | #ActOnSW
  • 13. Examples of Nurture Campaigns • Basic lead nurturing campaign • Loyalty and retention • Customer on-boarding • Remarketing www.act-on.com | @ActOnSoftware | #ActOnSW
  • 14. CONTENT MARKETING www.act-on.com | @ActOnSoftware | #ActOnSW
  • 15. Content is Key to Engagement Develop a curriculum and content plan that matches a buyer’s journey. Become a trusted advisor by educating before selling. Get found by optimizing your content for search engines. Use paid advertising to bolster organic search. Reinforce content across multiple channels. www.act-on.com | @ActOnSoftware | #ActOnSW
  • 17. 5 Steps to Creating Content that Converts 1. Build the right foundation for your content campaigns 2. Identify the right content formula 3. Get maximum mileage out of your content 4. Utilize content in lead gen/lead nurture campaigns 5. Measure the impact of your content campaigns www.act-on.com | @ActOnSoftware | #ActOnSW
  • 18. Driving Engagement with Content Marketing Multiple Channels • Promote content through multiple channels • Follow the buyer’s journey Continuous Process • Engagement is a continuous process • Nurturing is essential www.act-on.com | @ActOnSoftware | #ActOnSW
  • 19. GETTING STARTED www.act-on.com | @ActOnSoftware | #ActOnSW
  • 20. Assign Responsibilities • Marketing and Sales collaboration • Right people – Right data • Manage the handoffs • Build a feedback process www.act-on.com | @ActOnSoftware | #ActOnSW
  • 21. Where do I Begin? Lead scoring Nurturing Content Marketing Score Profile + Behavioral Attributes Identify target buyer Repurpose your content Define hand-off rules Develop offers & cadence Use mix of content types Measure & refine Measure & Refine Promote across multiple channels www.act-on.com | @ActOnSoftware | #ActOnSW
  • 22. Q&A Jeff Linton Sr. Mgr., Customer & Field Marketing @jeffreylinton Leo Merle Marketing Programs Manager @leomerle5 www.act-on.com | @ActOnSoftware | #ActOnSW
  • 23. Resources For a variety of resources: www.act-on.com/resources www.act-on.com | @ActOnSoftware | #ActOnSW
  • 24. Next Steps Interested in a Demo? Call +1 (877) 530-1555 Email sales@act-on.com Web www.act-on.com www.act-on.com | @ActOnSoftware | #ActOnSW