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Marke/ng	
  Automa/on	
  For	
  Sales	
  
The	
  Compe//ve	
  Edge	
  


Presented	
  by:	
  	
  
Kevin	
  Goldstein,	
  Senior	
  Sales	
  Manager,	
  Pardot	
  
August	
  9,	
  2012	
  

	
  
A	
  li?le	
  about	
  me	
  
•  Joined	
  Pardot	
  sales	
  team	
  in	
  2007	
  
•  Daily	
  &	
  successful	
  sales	
  user	
  of	
  
   markeCng	
  automaCon	
  ever	
  since	
  
•  Huge	
  fan	
  of	
  jam-­‐band	
  “Phish”	
  
	
  
The	
  tradi/onal	
  components…	
  
	
  



•  Email	
  MarkeCng	
  
•  Webinars	
  
•  Search	
  MarkeCng	
  
•  ReporCng	
  
•  …what	
  about	
  sales?	
  
	
  
What	
  will	
  we	
  talk	
  about?	
  
5	
  Ways	
  Marke/ng	
  Automa/on	
  Can	
  Help	
  Sales	
  
	
  



•  Lead	
  Capture	
  
•  Lead	
  QualificaCon	
  
•  Personalized	
  Email	
  AutomaCon	
  	
  
•  Lead	
  Intelligence	
  
•  Automated	
  Lead	
  Alerts	
  
Lead	
  Capture	
  
	
  
	
  	
  
Lead	
  Capture	
  
•  IdenCfy	
  companies	
  on	
  your	
  website	
  
•  IdenCfy	
  and	
  capture	
  actual	
  leads	
  
•  Augment	
  data	
  using	
  3rd	
  party	
  sources	
  
	
  
Lead	
  Capture	
  
•  IdenCfied	
  Companies	
  
       •  Based	
  on	
  IP	
  Address	
  
       •  LocaCon	
  
       •  Page	
  Views/Interests	
  


	
  

                                             Red	
  Box	
  CorporaCon	
  

                                             Techus	
  RoboCcs	
  

                                             TopNews	
  
Iden/fied	
  Companies	
  
"We	
   implemented	
   in	
   November	
   and	
   in	
   December	
  
alone	
   the	
   tool	
   helped	
   us	
   iden/fy	
   prospects	
   without	
  
wai/ng	
   for	
   them	
   to	
   fill	
   out	
   a	
   form.	
   Our	
   reps	
   were	
  
able	
   to	
   call	
   in	
   as	
   soon	
   as	
   they	
   hit	
   our	
   website,	
   find	
  
key	
   contacts	
   and	
   close	
   the	
   business	
   before	
   they	
  
could	
  engage	
  with	
  one	
  of	
  our	
  compeCtors.”	
  
          	
  	
  
                                 MarkeCng	
  Manager	
  
Lead	
  Capture	
  
       •  Forms/Landing	
  Pages	
  
       •  Deliver	
  Qualified	
  Ones	
  
       •  Page	
  Views/Interests	
  
	
  




                                      qualify	
  
Data	
  Augmenta/on	
  
	
  
	
  
                                                                                                           	
  
Iden/fied	
  Companies	
                     Sr.	
  Vice	
  President	
  of	
  Sales	
  
                                             Vice	
  President	
  of	
  Sales	
  
                                                                                          Korley,	
  Dan
                                                                                          Getner,	
  Barry               	
  
                                             Account	
  Manager	
                                             	
  
•  Find	
  Contacts	
                        Account	
  Manager	
  
                                                                                          Gilliam,	
  Lisa
                                                                                          Floehner,	
  Robert                    	
  
                                             Account	
  Manager	
                         Davis,	
  Cathy         	
  
Leads	
                                      Inside	
  Sales	
  Manager	
                 Clekler,	
  Bethany                   	
  

•  Pull	
  in	
  missing	
  data	
  points	
  
Lead	
  Qualifica/on	
  
Scoring	
  &	
  Grading	
  
	
  	
  
Lead	
  Qualifica/on	
  
Scoring	
  
•  Implicit	
  behaviors	
  and	
  acCviCes	
  

                               •  Track	
  web	
  and	
  email	
  acCviCes	
  
                               	
  


                               •  Rank	
  leads	
  based	
  on	
  these	
  behaviors	
  
                               	
  


                               •  Pass	
  only	
  high	
  scoring	
  leads	
  to	
  sales	
  
                               	
  
Lead	
  Qualifica/on	
  
Grading	
  
•  Explicit	
  data	
  &	
  demographics	
  	
  




                                         CEO	
  
                                         	
  vs.	
  
                 UnrealisCc	
  “let’s	
  get	
  weird”,	
  prospects	
  
Personalized	
  Email	
  Automa/on	
  
	
  	
  
Personalized	
  Email	
  Automa/on	
  
•  Personal	
  Email	
  Tracking	
  
•  Rep	
  Driven	
  Nurturing	
  Programs	
  
•  Personalized	
  Email	
  MarkeCng	
  Campaigns	
  


	
  
Personalized	
  Email	
  Tracking	
  


•  Reps	
  can	
  track	
  their	
  own	
  emails	
  
•  No	
  more	
  blind	
  prospec/ng	
  
	
  
Rep	
  Driven	
  Nurturing	
  Programs	
  
•  Sales	
  reps	
  can	
  pass	
  leads	
  back	
  to	
  markeCng	
  
	
  


                        5	
  days	
        15	
  days	
        30	
  days	
  
Personalized	
  Email	
  Campaigns	
  
•  Email	
  markeCng	
  blasts	
  come	
  from	
  sales	
  reps	
  
•  Reps	
  get	
  all	
  replies	
  and	
  noCficaCons	
  



   YOU	
  
(markeCng)	
  


                                               replies	
  
                                  alerts	
  

           reports	
  
Lead	
  Intelligence	
  
	
  	
  
Lead	
  Intelligence	
  
•  Track	
  all	
  online	
  behaviors	
  
        Visits                                      Page Views
        Google AdWords                              Google Keyword Searches
        Yahoo Keywords                              Site Searches
        Drip Nurturing Email Clicks                 Email Opens
        Email Link Clicks                           Webinar Responses
        Twitter                                     LinkedIn
        Facebook                                    Website Chats



•  Put	
  into	
  CRM	
  for	
  easy	
  viewing	
  for	
  sales	
  
	
  
Lead	
  Intelligence	
  
•  Allows	
  reps	
  to	
  profile	
  &	
  frame	
  the	
  conversaCon	
  
	
     He	
  aiended	
  this	
  webinar…	
  
	
                                                                         showed	
  interest	
  in	
  
        viewed	
  these	
  2	
  product	
                                  these	
  white	
  papers…	
  
        pages	
  on	
  the	
  site…	
  
        	
  
                                                                            and	
  searched	
  for	
  
                                                                            “pricing”	
  on	
  the	
  site.	
  




                     Now	
  that’s	
  music	
  to	
  my	
  ears,	
  sales	
  guy!	
  
Lead	
  Intelligence	
  
•  and	
  follow	
  up	
  emails…	
  
	
  
	
  
Automated	
  Lead	
  Alerts	
  
	
  	
  
Automated	
  Lead	
  Alerts	
  
•  Allow	
  your	
  sales	
  reps	
  to	
  act	
  faster	
  
       •  Real	
  Time	
  
       •  Daily	
  Summaries	
  
       •  Mobile	
  Alerts	
  
	
  
Automated	
  Lead	
  Alerts	
  
•  Real	
  Cme	
  by	
  email…	
  
	
  
                                     or	
  by	
  pop	
  up…	
  
                                     	
  

                                                  Robert	
  Smith	
  
                                              Company	
  name	
  
                                              Visit:	
  3	
  page	
  views	
  
                                              Apr	
  10,	
  2012	
  3:44	
  PM	
  


                                                 Elizabeth	
  Foster	
  
                                            Company	
  name	
  
                                            Visit:	
  12	
  page	
  views	
  
                                            Apr	
  10,	
  2012	
  2:29	
  PM	
  


                                                 Greg	
  Raymond	
  
                                            Company	
  name	
  
                                            Visit:	
  6	
  page	
  views	
  
                                            Apr	
  10,	
  2012	
  1:16	
  PM	
  
Automated	
  Lead	
  Alerts	
  
•  Daily	
  Summary	
  Reports	
  
	
  




                             ABC	
  Company	
  


                             FirstRate	
  


                             Blithe	
  MarkeCng	
  
                             Prospect	
  University	
  
                             Bright	
  Trends	
  


                            Top	
  Management	
  Recruits	
  
                            Blue	
  Edge	
  Brands	
  


                            TriCompany	
  LLC	
  
Automated	
  Lead	
  Alerts	
  
•  Mobile	
  Alerts	
  

           Basics	
  Media	
  Company	
  
             25.3.25.129	
  
             6	
  page	
  view	
  
             Apr	
  27	
  2010	
  11:55	
  AM	
  
                                                    Ken	
  Henderson	
  	
  
                                                      Bendra	
  CorporaCon	
  
                                                      Visit:	
  3	
  page	
  views	
  
           PointBreak	
  Technologies	
               Apr	
  27	
  2010	
  11:22	
  AM	
  
             93.25.395.159	
  
             12	
  page	
  views	
  
             Apr	
  27	
  2010	
  11:54	
  AM	
     Bethany	
  Minton	
  
                                                     InsCtute	
  of	
  Health	
  
                                                     Visit:	
  15	
  page	
  views	
  
           Connect	
  Personnel	
                    Apr	
  27	
  2010	
  10:14	
  AM	
  
            33.49.236.234	
  
            20	
  page	
  views	
  
            Apr	
  27	
  2010	
  11:50	
  AM	
  
                                                    Cathy	
  Sarpier	
  
                                                     B4	
  
                                                     Visit:	
  26	
  page	
  views	
  
           PCR	
  Solu/ons	
                         Apr	
  27	
  2010	
  10:07	
  AM	
  
            Unknown	
  
            3	
  page	
  views	
  
            Apr	
  27	
  2010	
  11:22	
  AM	
      Devon	
  Price	
  
                                                     Verdamin	
  LLC	
  
           DemandSessions	
                          Visit:	
  2	
  page	
  views	
  
                                                     Apr	
  27	
  2010	
  9:52	
  AM	
  
Automated	
  Lead	
  Alerts	
  
•  Lastly….don’t	
  be	
  creepy!	
  
Some	
  stats	
  before	
  we	
  close…	
  
•  451%	
  increase	
  in	
  qualified	
  leads	
  
•  47%	
  larger	
  purchases	
  than	
  before	
  implemented	
  
•  7-­‐10%	
  adopCon	
  rate	
  by	
  B2B	
  organizaCons	
  



	
  
	
  
                  	
  
                  *provided	
  in	
  Focus.com	
  industry	
  study	
  
Closing	
  Thoughts	
  
	
  	
  
Closing	
  Thoughts	
  
To	
  recap:	
  
	
  



•  Lead	
  Capture	
  
•  Lead	
  QualificaCon	
  
•  Personalized	
  Email	
  AutomaCon	
  	
  
•  Lead	
  Intelligence	
  
•  Automated	
  Lead	
  Alerts	
  
	
  
	
  
Ques/ons?	
  
Contact	
  Informa/on	
  
                                 Pardot	
  
Kevin	
  Goldstein	
             950	
  East	
  Paces	
  Ferry	
  Rd	
  
Senior	
  Sales	
  Manager	
     Suite	
  3300	
  
kevin.goldstein@pardot.com	
     Atlanta,	
  Georgia	
  30326	
  
@kevin_pardot	
  
                                 	
  
                                 	
  
                                 404.492.6845	
  x120	
  
                                 877.3B2B.ROI	
  
                                 www.pardot.com	
  

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Learn How Marketing Automation Gives Sales Teams the Competitive Edge

  • 1. Marke/ng  Automa/on  For  Sales   The  Compe//ve  Edge   Presented  by:     Kevin  Goldstein,  Senior  Sales  Manager,  Pardot   August  9,  2012    
  • 2. A  li?le  about  me   •  Joined  Pardot  sales  team  in  2007   •  Daily  &  successful  sales  user  of   markeCng  automaCon  ever  since   •  Huge  fan  of  jam-­‐band  “Phish”    
  • 3. The  tradi/onal  components…     •  Email  MarkeCng   •  Webinars   •  Search  MarkeCng   •  ReporCng   •  …what  about  sales?    
  • 4. What  will  we  talk  about?   5  Ways  Marke/ng  Automa/on  Can  Help  Sales     •  Lead  Capture   •  Lead  QualificaCon   •  Personalized  Email  AutomaCon     •  Lead  Intelligence   •  Automated  Lead  Alerts  
  • 5. Lead  Capture        
  • 6. Lead  Capture   •  IdenCfy  companies  on  your  website   •  IdenCfy  and  capture  actual  leads   •  Augment  data  using  3rd  party  sources    
  • 7. Lead  Capture   •  IdenCfied  Companies   •  Based  on  IP  Address   •  LocaCon   •  Page  Views/Interests     Red  Box  CorporaCon   Techus  RoboCcs   TopNews  
  • 8. Iden/fied  Companies   "We   implemented   in   November   and   in   December   alone   the   tool   helped   us   iden/fy   prospects   without   wai/ng   for   them   to   fill   out   a   form.   Our   reps   were   able   to   call   in   as   soon   as   they   hit   our   website,   find   key   contacts   and   close   the   business   before   they   could  engage  with  one  of  our  compeCtors.”       MarkeCng  Manager  
  • 9. Lead  Capture   •  Forms/Landing  Pages   •  Deliver  Qualified  Ones   •  Page  Views/Interests     qualify  
  • 10. Data  Augmenta/on         Iden/fied  Companies   Sr.  Vice  President  of  Sales   Vice  President  of  Sales   Korley,  Dan Getner,  Barry   Account  Manager     •  Find  Contacts   Account  Manager   Gilliam,  Lisa Floehner,  Robert   Account  Manager   Davis,  Cathy   Leads   Inside  Sales  Manager   Clekler,  Bethany   •  Pull  in  missing  data  points  
  • 11. Lead  Qualifica/on   Scoring  &  Grading      
  • 12. Lead  Qualifica/on   Scoring   •  Implicit  behaviors  and  acCviCes   •  Track  web  and  email  acCviCes     •  Rank  leads  based  on  these  behaviors     •  Pass  only  high  scoring  leads  to  sales    
  • 13. Lead  Qualifica/on   Grading   •  Explicit  data  &  demographics     CEO    vs.   UnrealisCc  “let’s  get  weird”,  prospects  
  • 15. Personalized  Email  Automa/on   •  Personal  Email  Tracking   •  Rep  Driven  Nurturing  Programs   •  Personalized  Email  MarkeCng  Campaigns    
  • 16. Personalized  Email  Tracking   •  Reps  can  track  their  own  emails   •  No  more  blind  prospec/ng    
  • 17. Rep  Driven  Nurturing  Programs   •  Sales  reps  can  pass  leads  back  to  markeCng     5  days   15  days   30  days  
  • 18. Personalized  Email  Campaigns   •  Email  markeCng  blasts  come  from  sales  reps   •  Reps  get  all  replies  and  noCficaCons   YOU   (markeCng)   replies   alerts   reports  
  • 20. Lead  Intelligence   •  Track  all  online  behaviors   Visits Page Views Google AdWords Google Keyword Searches Yahoo Keywords Site Searches Drip Nurturing Email Clicks Email Opens Email Link Clicks Webinar Responses Twitter LinkedIn Facebook Website Chats •  Put  into  CRM  for  easy  viewing  for  sales    
  • 21. Lead  Intelligence   •  Allows  reps  to  profile  &  frame  the  conversaCon     He  aiended  this  webinar…     showed  interest  in   viewed  these  2  product   these  white  papers…   pages  on  the  site…     and  searched  for   “pricing”  on  the  site.   Now  that’s  music  to  my  ears,  sales  guy!  
  • 22. Lead  Intelligence   •  and  follow  up  emails…      
  • 24. Automated  Lead  Alerts   •  Allow  your  sales  reps  to  act  faster   •  Real  Time   •  Daily  Summaries   •  Mobile  Alerts    
  • 25. Automated  Lead  Alerts   •  Real  Cme  by  email…     or  by  pop  up…     Robert  Smith   Company  name   Visit:  3  page  views   Apr  10,  2012  3:44  PM   Elizabeth  Foster   Company  name   Visit:  12  page  views   Apr  10,  2012  2:29  PM   Greg  Raymond   Company  name   Visit:  6  page  views   Apr  10,  2012  1:16  PM  
  • 26. Automated  Lead  Alerts   •  Daily  Summary  Reports     ABC  Company   FirstRate   Blithe  MarkeCng   Prospect  University   Bright  Trends   Top  Management  Recruits   Blue  Edge  Brands   TriCompany  LLC  
  • 27. Automated  Lead  Alerts   •  Mobile  Alerts   Basics  Media  Company   25.3.25.129   6  page  view   Apr  27  2010  11:55  AM   Ken  Henderson     Bendra  CorporaCon   Visit:  3  page  views   PointBreak  Technologies   Apr  27  2010  11:22  AM   93.25.395.159   12  page  views   Apr  27  2010  11:54  AM   Bethany  Minton   InsCtute  of  Health   Visit:  15  page  views   Connect  Personnel   Apr  27  2010  10:14  AM   33.49.236.234   20  page  views   Apr  27  2010  11:50  AM   Cathy  Sarpier   B4   Visit:  26  page  views   PCR  Solu/ons   Apr  27  2010  10:07  AM   Unknown   3  page  views   Apr  27  2010  11:22  AM   Devon  Price   Verdamin  LLC   DemandSessions   Visit:  2  page  views   Apr  27  2010  9:52  AM  
  • 28. Automated  Lead  Alerts   •  Lastly….don’t  be  creepy!  
  • 29. Some  stats  before  we  close…   •  451%  increase  in  qualified  leads   •  47%  larger  purchases  than  before  implemented   •  7-­‐10%  adopCon  rate  by  B2B  organizaCons         *provided  in  Focus.com  industry  study  
  • 31. Closing  Thoughts   To  recap:     •  Lead  Capture   •  Lead  QualificaCon   •  Personalized  Email  AutomaCon     •  Lead  Intelligence   •  Automated  Lead  Alerts      
  • 33. Contact  Informa/on   Pardot   Kevin  Goldstein   950  East  Paces  Ferry  Rd   Senior  Sales  Manager   Suite  3300   kevin.goldstein@pardot.com   Atlanta,  Georgia  30326   @kevin_pardot       404.492.6845  x120   877.3B2B.ROI   www.pardot.com