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4 Ways Measurement Is Making Sales and
Marketing Smarter About Their Buyers
Dayna Rothman, VP of Marketing and Sales Development
Dayna Rothman, VP of Marketing and Sales
Development, BrightFunnel
Today’s buyers are:
Multi-channel Multi-device Part of a
decision team
The role of marketing has changed.
Making sense of the data enables you to show marketing’s
direct impact on revenue for the business.
We are living in an era of data.
The holy grail for a revenue team is turning the buyer journey
into a science by leveraging data to send the right message,
to the right person, at the right time.
Smart sales and marketing teams are leveraging reporting
and measurement to provide key insights into what
resonates with your buyers.
…CRM doesn’t tell the whole revenue story. So you
need multi-touch attribution
But the problem is…
MarketingTouches
AccountContacts
Closed/WonDealLeadCreated OpportunityCreated
Closed/WonDealLeadCreated
MarketingTouches
AccountContacts
OpportunityCreated
You need a view of
the entire account
to understand your
buyer’s full journey.
Top 4 Ways Measurement Helps You Sell Smarter
1. Align the sales and marketing teams around a shared sense-of-purpose
2. Analyze what channels and programs work to source and accelerate
revenue
3. Track ABM initiatives across sales and marketing for key insights into target
accounts
4. Provide your sales team real-time opportunity analyses, so they
understand the full buyer journey and how marketing contributes to a
closed deal
1. Align Sales and Marketing Around
Measurements that Matter
Marketing…. Sales….
Marketing needs to tie their efforts to the metrics that
matter for the business..
— like pipeline
and revenue.
Align Your Revenue Team Around
Shared goals—like marketing owned pipeline and revenue
Target accounts—an agreed-upon selection of key accounts
Defined revenue functions—spanning across the full customer journey
Marketing: Door
Opener
Account
Development Reps:
Accelerator
Account Executives:
Closer
Your SDR Team Can Drive Alignment
Consider having them report to
marketing
Owns 1:1 relationships with contacts
at target accounts
Supplements a broad-based approach
with multi-channel campaigns
Engages in personalized outreach
Accelerates key accounts to close
Schedules meetings for sales reps
The Revenue Team at BrightFunnel
End-to-end funnel ownership from marketing to customer success
Revenue Team
VP of Marketing
Core Marketing ABM Programs
Account
Development
Reps
VP of Sales and
Customer
Success
Closing AEs Onboarding
Customer
Success
Revenue Ops
Marketing ops Sales ops
Communication is The Key to Success
Agreed upon sales stage definitions
Regular revenue team forecast and pipeline meetings
Communication and messaging around marketing programs, events, and
content
Sales inclusion in the planning of joint initiatives
Shared revenue technology stack
2. Analyze What Channels and Programs Work
for Sourcing and Accelerating Revenue
Measurement Helps You Understand the Buyer Journey
What Works to Source Pipeline and Revenue?
What Influences Pipeline and Revenue?
What is the Last Activity Before Opp Creation?
What is the Velocity of a Campaign Group?
The Results Differ Based on Data Slicing
Company size
51-250
Company size
251-1000
3. Track ABM Initiatives Across Both Sales and
Marketing
Another key way to
align your revenue
teams is through
shared ABM success
metrics.
Engagement Across All Target Accounts
What percentage of accounts in
your database or target accounts
are engaged by marketing/ADRs?
How much of your TAM have you
developed relationships with?
How engaged is your full database?
Full-Funnel View into Top Engaged Accounts
Who are your top engaged
accounts?
How built out are these accounts?
What is your mix of engagement by
marketing and sales activity?
How active are these accounts on
your website?
Account Buyer Journey Breakdown
Marketing Engagement Over Time
How engaged is the
account?
What are the peaks of
account engagement?
Door opener
direct mail
campaign
STEP 1
Personalized
email linking to
relevant content
STEP 2
Reach-out on
social media
STEP 3
X
STEP 4
X
STEP 1
Targeted Ads on
social
STEP 2
Add to
customized
nurture stream
STEP 3
Room drop at
event
STEP 4
X
STEP 1
X
STEP 2
Call to connect
STEP 3
Invite to VIP
experience at
event
STEP 4
X
STEP 5
Targeted
account-based
webinar
STEP 5
Sales cycle and
relationship
building
STEP 5
SDR Team
Marketing
AEs
Use Insights to Help Drive Coordinated Plays
4. Provide Your Sales Reps Real-Time Opp
Analyses
The key to
successful sales
and marketing
alignment is
consistent
communication.
Give AE Access to Opportunity Analysis
Look at the Full History of the Opportunity
Show AEs What Accounts Need Sales Love
Communicate Metrics on a Regular Basis
Provide sales with monthly
or quarterly reports on how
marketing activities influence
opps, deals, and target
accounts
Send out quarter-end deal
reports showing marketing
impact
Q&A
dayna@brightfunnel.com, @dayroth

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4 Ways Measurement is Making Sales & Marketing Smarter About Their Buyers

  • 1. 4 Ways Measurement Is Making Sales and Marketing Smarter About Their Buyers Dayna Rothman, VP of Marketing and Sales Development
  • 2. Dayna Rothman, VP of Marketing and Sales Development, BrightFunnel
  • 3. Today’s buyers are: Multi-channel Multi-device Part of a decision team The role of marketing has changed.
  • 4. Making sense of the data enables you to show marketing’s direct impact on revenue for the business. We are living in an era of data.
  • 5. The holy grail for a revenue team is turning the buyer journey into a science by leveraging data to send the right message, to the right person, at the right time.
  • 6. Smart sales and marketing teams are leveraging reporting and measurement to provide key insights into what resonates with your buyers.
  • 7. …CRM doesn’t tell the whole revenue story. So you need multi-touch attribution But the problem is…
  • 10. You need a view of the entire account to understand your buyer’s full journey.
  • 11. Top 4 Ways Measurement Helps You Sell Smarter 1. Align the sales and marketing teams around a shared sense-of-purpose 2. Analyze what channels and programs work to source and accelerate revenue 3. Track ABM initiatives across sales and marketing for key insights into target accounts 4. Provide your sales team real-time opportunity analyses, so they understand the full buyer journey and how marketing contributes to a closed deal
  • 12. 1. Align Sales and Marketing Around Measurements that Matter
  • 14. Marketing needs to tie their efforts to the metrics that matter for the business..
  • 16.
  • 17. Align Your Revenue Team Around Shared goals—like marketing owned pipeline and revenue Target accounts—an agreed-upon selection of key accounts Defined revenue functions—spanning across the full customer journey Marketing: Door Opener Account Development Reps: Accelerator Account Executives: Closer
  • 18. Your SDR Team Can Drive Alignment Consider having them report to marketing Owns 1:1 relationships with contacts at target accounts Supplements a broad-based approach with multi-channel campaigns Engages in personalized outreach Accelerates key accounts to close Schedules meetings for sales reps
  • 19. The Revenue Team at BrightFunnel End-to-end funnel ownership from marketing to customer success Revenue Team VP of Marketing Core Marketing ABM Programs Account Development Reps VP of Sales and Customer Success Closing AEs Onboarding Customer Success Revenue Ops Marketing ops Sales ops
  • 20. Communication is The Key to Success Agreed upon sales stage definitions Regular revenue team forecast and pipeline meetings Communication and messaging around marketing programs, events, and content Sales inclusion in the planning of joint initiatives Shared revenue technology stack
  • 21. 2. Analyze What Channels and Programs Work for Sourcing and Accelerating Revenue
  • 22. Measurement Helps You Understand the Buyer Journey
  • 23. What Works to Source Pipeline and Revenue?
  • 24. What Influences Pipeline and Revenue?
  • 25. What is the Last Activity Before Opp Creation?
  • 26. What is the Velocity of a Campaign Group?
  • 27. The Results Differ Based on Data Slicing Company size 51-250 Company size 251-1000
  • 28. 3. Track ABM Initiatives Across Both Sales and Marketing
  • 29. Another key way to align your revenue teams is through shared ABM success metrics.
  • 30. Engagement Across All Target Accounts What percentage of accounts in your database or target accounts are engaged by marketing/ADRs? How much of your TAM have you developed relationships with? How engaged is your full database?
  • 31. Full-Funnel View into Top Engaged Accounts Who are your top engaged accounts? How built out are these accounts? What is your mix of engagement by marketing and sales activity? How active are these accounts on your website?
  • 33. Marketing Engagement Over Time How engaged is the account? What are the peaks of account engagement?
  • 34. Door opener direct mail campaign STEP 1 Personalized email linking to relevant content STEP 2 Reach-out on social media STEP 3 X STEP 4 X STEP 1 Targeted Ads on social STEP 2 Add to customized nurture stream STEP 3 Room drop at event STEP 4 X STEP 1 X STEP 2 Call to connect STEP 3 Invite to VIP experience at event STEP 4 X STEP 5 Targeted account-based webinar STEP 5 Sales cycle and relationship building STEP 5 SDR Team Marketing AEs Use Insights to Help Drive Coordinated Plays
  • 35. 4. Provide Your Sales Reps Real-Time Opp Analyses
  • 36. The key to successful sales and marketing alignment is consistent communication.
  • 37. Give AE Access to Opportunity Analysis
  • 38. Look at the Full History of the Opportunity
  • 39. Show AEs What Accounts Need Sales Love
  • 40. Communicate Metrics on a Regular Basis Provide sales with monthly or quarterly reports on how marketing activities influence opps, deals, and target accounts Send out quarter-end deal reports showing marketing impact