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Lessons from the Trenches: Managed Services Sales & Marketing Best Practices 
GFI Max Conference 
September 8, 2014 
Terry Hedden 
CEO of Marketopia & Cloud Guru 
Don’t Get a Hand Cramp….. Contact me for the Presentation!
•Clarifying Sales vs Marketing 
•Key Components of a Successful Campaign 
•Role of Frequency & Repetition 
•Understanding Campaign Components 
•Developing Your Sales Team 
•Following a Process That Instills Trust 
•Improving Your Sales Message 
Agenda
• Too Often Firms Rely on 
Sales to Do Marketing…. 
Implement Marketing Best Practices
•Website 
•SEO & SEM 
•Social Media 
•Newsletters and E-mail 
•Demand Generation Events 
•Direct Mail 
•PR 
Components of a Successful Campaign
•One event, one time is a waste of money! 
•10% Lead Close Ratio Requires 10 leads for each close! 
•Repeated messages thru multiple mediums multiply results of each alone. 
•Consistent Marketing is key to long-term results. 
•The Big Boys don’t start and stop marketing for a good reason! 
•Diligence & Commitment are the Keys to Success 
•Everything, Every Month, Ever Better 
Which and When?
SEO & SEM
•Post regularly, but don’t overdo it 
•Timing is key 
•Different audiences view posts at different times 
•Have variety 
•If your only message is about the services you offer, people will quickly become bored 
•Measure ROI on Your Time 
Social Media
•Make sure that the message you are sending is something people want to hear, not just what you want to say 
•Have a catchy subject line 
•This is your audience’s first impression 
•The subject line must convince them to continue reading –No different than a newspaper headline 
•Branding –You need to make it very obvious who is sending the message 
•The “sent from” section of the e-mail 
•The graphics and logos within the message 
Newsletters & Email Blasts
•Have variety in your events. People will not come to the same event repeatedly. Location, Topic, etc. 
•Conference Speaking Engagements 
•Webinars 
•Lunch and Learns 
•Chamber of Commerce sessions 
•Use Co-Marketing Where You Can… 
•Appointment Setting 
Demand Generation Events
•Email vs Direct Mail –Which Works Best for You? 
•Direct Mail has worked for decades! 
•Postcards often float 
…where they need to go 
•Letters can be ‘personal’ & get read 
•FedEx & Priority Mail Get Noticed 
Direct Mail
•Develop relationships with the local business journals, Newspapers, Networking Organizations, Chambers 
•Major events, (Mergers, Executive Hires, New Practice Areas) should be announced through Press Releases 
•Use social media to reinforce the message with links to the Press release 
•Article Subject Matter Expert 
Public Relations
The Hard Part of Marketing
•Focus on Net New Clients 
•Complex, enterprise type requirements 
•IT focused sales 
•Lower cost, higher volume based opportunities 
•Focused on initial qualifications 
•Critical in hybrid model to understand complex deals must be field based 
•Responsible for securing recurring revenue streams 
•Can be separate individual or part of sales team responsibility 
Developing Your Sales Team
•Provides Deep Expertise on Managed/Cloud Technologies 
•Skilled in Identifying Issues with Current IT Solution 
•Expertise in Establishing Fear, Uncertainty and Doubt when Justified 
•Technical Compliment to the Sales Executive 
Developing Your Sales Team
Selling to Business Owners 
New Comp Plans 
Pre-packaged offerings 
Consultative Approach 
True Cost of IT Support 
Cost of Downtime 
Revised Sales Process 
Cross sell & Up sell 
Focus on Prevention 
Customer Education 
Web centric buyers ? 
Understanding The Value of Managed Services
Implementation 
Sales Executive 
Solution Engineer 
Acct Manager 
Solution Presentation 
Sales Executive 
Solution Engineer 
Proposal Development 
Sales Executive 
Solution Engineer 
Technology Survey 
Sales Executive 
Solution Engineer 
Business Survey 
Sales Executive 
Following a Process That Instills Trust
What we Know 
What Others Perceive 
What We Do 
What We Say 
What We Think 
Knowledge = Confidence = Sales 
Improving Your Sales Message
•Retail, healthcare, education, hospitality, etc. 
–Products 
–Competitors 
–Challenges 
–Strategic positions within the industry 
–Industry terminology(churn, rework, etc.) 
•Knowledge of the operations of an organization 
–Financial 
•Cost of an Employee 
•Revenue vs. profit 
•Annual report 
–Workflow through departments 
–Understands the business value of IT 
Vertical Knowledge 
Business Acumen 
Are you the Trusted Advisor to your customers? 
Improving Your Sales Message
•A strong proposal improves confidence and conveys professionalism and capability. 
•Quotes 
•Used for ‘Quick and Dirty’ Conveyance of Item and Price 
•Best for Low Margin Sales 
•Proposals 
•Remind them why they should choose your business 
•Convey Solution Description….in English 
•Convey Project Tasks…Show You Know What to Do 
•Present Solution Components & Issues They Address 
•Dress to Impress 
Not All Communication is Verbal 
Improving Your Sales Message
Terry Hedden 
terry.hedden@marketopia.com 
(727) 742-4464 
2 
0 
This photo is for placement only 
Drop me an email or LinkedIn message for the slides or to attend a free Cloud Marketing Plan Best Practice Seminar in September! 
For More Information…

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Managed Services Sales & Marketing Best Practices for Long-Term Success

  • 1. Lessons from the Trenches: Managed Services Sales & Marketing Best Practices GFI Max Conference September 8, 2014 Terry Hedden CEO of Marketopia & Cloud Guru Don’t Get a Hand Cramp….. Contact me for the Presentation!
  • 2. •Clarifying Sales vs Marketing •Key Components of a Successful Campaign •Role of Frequency & Repetition •Understanding Campaign Components •Developing Your Sales Team •Following a Process That Instills Trust •Improving Your Sales Message Agenda
  • 3. • Too Often Firms Rely on Sales to Do Marketing…. Implement Marketing Best Practices
  • 4. •Website •SEO & SEM •Social Media •Newsletters and E-mail •Demand Generation Events •Direct Mail •PR Components of a Successful Campaign
  • 5. •One event, one time is a waste of money! •10% Lead Close Ratio Requires 10 leads for each close! •Repeated messages thru multiple mediums multiply results of each alone. •Consistent Marketing is key to long-term results. •The Big Boys don’t start and stop marketing for a good reason! •Diligence & Commitment are the Keys to Success •Everything, Every Month, Ever Better Which and When?
  • 7. •Post regularly, but don’t overdo it •Timing is key •Different audiences view posts at different times •Have variety •If your only message is about the services you offer, people will quickly become bored •Measure ROI on Your Time Social Media
  • 8. •Make sure that the message you are sending is something people want to hear, not just what you want to say •Have a catchy subject line •This is your audience’s first impression •The subject line must convince them to continue reading –No different than a newspaper headline •Branding –You need to make it very obvious who is sending the message •The “sent from” section of the e-mail •The graphics and logos within the message Newsletters & Email Blasts
  • 9. •Have variety in your events. People will not come to the same event repeatedly. Location, Topic, etc. •Conference Speaking Engagements •Webinars •Lunch and Learns •Chamber of Commerce sessions •Use Co-Marketing Where You Can… •Appointment Setting Demand Generation Events
  • 10. •Email vs Direct Mail –Which Works Best for You? •Direct Mail has worked for decades! •Postcards often float …where they need to go •Letters can be ‘personal’ & get read •FedEx & Priority Mail Get Noticed Direct Mail
  • 11. •Develop relationships with the local business journals, Newspapers, Networking Organizations, Chambers •Major events, (Mergers, Executive Hires, New Practice Areas) should be announced through Press Releases •Use social media to reinforce the message with links to the Press release •Article Subject Matter Expert Public Relations
  • 12. The Hard Part of Marketing
  • 13. •Focus on Net New Clients •Complex, enterprise type requirements •IT focused sales •Lower cost, higher volume based opportunities •Focused on initial qualifications •Critical in hybrid model to understand complex deals must be field based •Responsible for securing recurring revenue streams •Can be separate individual or part of sales team responsibility Developing Your Sales Team
  • 14. •Provides Deep Expertise on Managed/Cloud Technologies •Skilled in Identifying Issues with Current IT Solution •Expertise in Establishing Fear, Uncertainty and Doubt when Justified •Technical Compliment to the Sales Executive Developing Your Sales Team
  • 15. Selling to Business Owners New Comp Plans Pre-packaged offerings Consultative Approach True Cost of IT Support Cost of Downtime Revised Sales Process Cross sell & Up sell Focus on Prevention Customer Education Web centric buyers ? Understanding The Value of Managed Services
  • 16. Implementation Sales Executive Solution Engineer Acct Manager Solution Presentation Sales Executive Solution Engineer Proposal Development Sales Executive Solution Engineer Technology Survey Sales Executive Solution Engineer Business Survey Sales Executive Following a Process That Instills Trust
  • 17. What we Know What Others Perceive What We Do What We Say What We Think Knowledge = Confidence = Sales Improving Your Sales Message
  • 18. •Retail, healthcare, education, hospitality, etc. –Products –Competitors –Challenges –Strategic positions within the industry –Industry terminology(churn, rework, etc.) •Knowledge of the operations of an organization –Financial •Cost of an Employee •Revenue vs. profit •Annual report –Workflow through departments –Understands the business value of IT Vertical Knowledge Business Acumen Are you the Trusted Advisor to your customers? Improving Your Sales Message
  • 19. •A strong proposal improves confidence and conveys professionalism and capability. •Quotes •Used for ‘Quick and Dirty’ Conveyance of Item and Price •Best for Low Margin Sales •Proposals •Remind them why they should choose your business •Convey Solution Description….in English •Convey Project Tasks…Show You Know What to Do •Present Solution Components & Issues They Address •Dress to Impress Not All Communication is Verbal Improving Your Sales Message
  • 20. Terry Hedden terry.hedden@marketopia.com (727) 742-4464 2 0 This photo is for placement only Drop me an email or LinkedIn message for the slides or to attend a free Cloud Marketing Plan Best Practice Seminar in September! For More Information…