A Revenue Engine increases revenue for organizations by seamlessly aligning demand gen strategies with business processes and the customer journey, providing a single view of the customer and integrating an optimized CX tech stack.
How to utilize calculated properties in your HubSpot setups
Its all about revenue!
1. The Revenue Engine
It’s all about Revenue! How to Use Sitecore to build a
Revenue Engine, Drive MQLs & Prove Marketing ROI
2. We are a global digital marketing
and technology agency focused
on customer engagement.
3. Quick Overview
3
+200 Staff
4 MVP’s
Certified Team
Sitecore Gold
Partner Since
2003
Over 200
Projects
Delivered
New York
Atlanta
Boston
Extensive
Martech
Integration
Business
Uplift
Focus
Multiple
Award
Winners
4. OUR SERVICES DRIVE GREAT CX OUTCOMES
4
• Demand Generation
• Content Strategy & Production
• Personalization Strategy
• CX Strategy
• UX Research
• Customer Journey Mapping
• Multi-Device, Multi-Channel experience design
EXPERIENCEMARKETING
• Technology Strategy
• Mobility and IoT
• Marketing Automation
• Social Listening
• CXM Platforms
• CRM
• Cloud Consulting
• Analytics and Business
Intelligence
• AI
• Commerce Platforms
TECHNOLOGY
5. Our work
gets noticed
Sitecore People’s Choice
Website of the year
Webby Official Honoree Winner
Hermes Creative Gold Winner
AVA Digital Gold Winner
Technology Innovator Award
5
6. CX drives revenue.
CX leaders’ average revenue outgrows
laggards by more than double digits.
89% of businesses now expect to compete
mostly on the basis of customer experience.89%
Now to be truly competitive your company
must become customer obsessed, which
means you need to have deep knowledge
of, and engagement with your customers.
6
7. Be Relevant or Lose Customers
There is no middle ground.
70% of business buyers says it’s absolutely critical for companies
to provide a personalized experience.
74% of business buyers conduct more than half of their
research online before making an offline purchase.
75% of B2B buyers would purchase again from suppliers that
offered omni-channel capabilities.
8. The Reasons CX Fails
No Executive Buy In
Customers expect to be engaged in real time, and on a personal level. This is now the baseline.
No Cross Channel Strategy
Lack of a demand generation strategy across the customer journey.
No Personalization
B2B buyers, after experiencing efficient digital purchasing with popular retailers, expect the same
experience at work. B2B is not immune from CX.
16. #SitecoreSYM
Flying Blind Quick Business Wins 1:1 Marketing
Revenue Engine Roadmap
Engagement Analytics
Easy Personalization
Real Time Profiling
AB Testing
CMS Updates
Traffic Analytics
Spray and Pray
Ad Hoc Social
Landing Pages
CRM
MAP
SXC
Core Contact DataCustomer Behavior
Funnel Stage and Lead Score
17. 17
MAP is your pitcher. CMS catches and converts. CRM keeps score.
18. COLD LEAD
WARM LEAD
HOT LEAD
Read Article
Download Whitepaper
Access Gated Content
Subscribe
Newsletter
Quote
Calculator
Top of Funnel Nurture
Middle of Funnel
Bottom of Funnel
Unknown Prospect
Unknown to Known
MQL
MAP SITECORE CRM
Contact Sales
DRIVE LEADS CONVERT LEADS MANAGE LEADS
Connector Connector
19. Digital Marketing Transformation
19
Middle of
Funnel
Warm Lead
Top of Funnel
Cold Lead
Bottom of
Funnel
Hot Lead
Objectives Strategy & Tactics Data Technology
Source new, unknown
prospects & convert to known
leads that can be nurtured.
• AdWords/Banner advertising
• Personalized website journeys
• Gated content and web forms
• Social media marketing
• Blogging
• Anonymous clickstream
• Sitecore profiling
• First and third party cookies
• CMS personalization
CMS
Qualify Leads to MQL &
accelerate purchase decisions
with relevant engagement.
• Outbound channel marketing
• Lead Scoring
• Triggered Outbound Campaigns
• Event management (webinars,
tradeshows, etc.)
• Known profile & digital
footprint
• Lead score & Qualified
Response
• Campaign insights
• Account level data
CMS & MAP
Sales Lead Qualification and
Deal Closing, Followed by
Customer Onboarding.
• Generate SAL & sales insight
• Campaign conversion
• Single view of customer
• Upsell and Cross Sell campaigns
• NPS and CSAT surveys
• Advocacy, Loyalty and Retention
• Purchase History
• Loyalty Profile
• Customer Satisfaction
Survey data
CMS, MAP & CRM
What the CMO needs: REVENUE & CONTEXTUAL EXPERIENCE
Orchestrating
CMS, CRM and
MAP capabilities
is key.
20. COLD LEAD
WARM LEAD
HOT LEAD
Read Article
Download Whitepaper
Access Gated Content
Subscribe to
Newsletter
Quote
Calculator
CS
TOF
MOF
BOF
Unknown Prospect
Unknown to Known
MQL
MAP – Nurture Stage & Lead Score
Drive Leads
CMS - Engagement Value
Convert Leads
CRM – Lead Score MQL Trigger
Manage Leads, Measure Success
Connector Connector
Article Nurture 1
?
21. COLD LEAD
WARM LEAD
HOT LEAD
Read Article
Download Whitepaper
Access Gated Content
Subscribe to
Newsletter
Quote
Calculator
CS
TOF
MOF
BOF
Unknown Prospect
Unknown to Known
MQL
MAP – Nurture Stage & Lead Score
Drive Leads
CMS - Engagement Value
Convert Leads
CRM – Lead Score MQL Trigger
Manage Leads, Measure Success
Connector Connector
Article Nurture 1
?
22. COLD LEAD
WARM LEAD
HOT LEAD
Read Article
Download Whitepaper
Access Gated Content
Subscribe to
Newsletter
Quote
Calculator
CS
TOF
MOF
BOF
Unknown Prospect
Unknown to Known
MQL
MAP – Nurture Stage & Lead Score
Drive Leads
CMS - Engagement Value
Convert Leads
CRM – Lead Score MQL Trigger
Manage Leads, Measure Success
Connector Connector
Landing PageArticle Nurture 1
?
23. COLD LEAD
WARM LEAD
HOT LEAD
Read Article
Download Whitepaper
Access gated Content
Subscribe to
Newsletter
Quote
Calculator
CS
TOF
MOF
BOF
Unknown Prospect
Unknown to Known
MQL
MAP – Nurture Stage & Lead Score
Drive Leads
CMS - Engagement Value
Convert Leads
CRM – Lead Score MQL Trigger
Manage Leads, Measure Success
Connector Connector
Landing PageArticle Nurture 1
?
24. COLD LEAD
WARM LEAD
HOT LEAD
Read Article
Download Whitepaper
Access Gated Content
Subscribe to
Newsletter
Quote
Calculator
CS
TOF
MOF
BOF
Unknown Prospect
Unknown to Known
MQL
MAP – Nurture Stage & Lead Score
Drive Leads
CMS - Engagement Value
Convert Leads
CRM – Lead Score MQL Trigger
Manage Leads, Measure Success
Connector Connector
Article Nurture 1 Landing Page Download WhitepaperDownload Nurture 2
?
Profile: Home Insurance
25. COLD LEAD
WARM LEAD
HOT LEAD
Read Article
Download Whitepaper
Access Gated Content
Subscribe to
Newsletter
Quote
Calculator
CS
TOF
MOF
BOF
Unknown Prospect
Unknown to Known
MQL
MAP – Nurture Stage & Lead Score
Drive Leads
CMS - Engagement Value
Convert Leads
CRM – Lead Score MQL Trigger
Manage Leads, Measure Success
Connector Connector
Article Nurture 1 Landing Page Download WhitepaperDownload Nurture 2
?
Profile: Home Insurance
Profile: Home & Car Bundle
26. COLD LEAD
WARM LEAD
HOT LEAD
Read Article
Download Whitepaper
Access Gated Content
Subscribe to
Newsletter
Quote
Calculator
CS
TOF
MOF
BOF
Unknown Prospect
Unknown to Known
MQL
MAP – Nurture Stage & Lead Score
Drive Leads
CMS - Engagement Value
Convert Leads
CRM – Lead Score MQL Trigger
Manage Leads, Measure Success
Connector Connector
Article Nurture 1 Landing Page Download WhitepaperDownload Nurture 2
Gated Content
?
Profile: Home Insurance
Profile: Home & Car Bundle
27. COLD LEAD
WARM LEAD
HOT LEAD
Read Article
Download Whitepaper
Access Gated Content
Subscribe to
Newsletter
Quote
Calculator
CS
TOF
MOF
BOF
Unknown Prospect
Unknown to Known
MQL
MAP – Nurture Stage & Lead Score
Drive Leads
CMS - Engagement Value
Convert Leads
CRM – Lead Score MQL Trigger
Manage Leads, Measure Success
Connector Connector
Article Nurture 1 Landing Page Download WhitepaperDownload Nurture 2
Gated Content
GOAL: EMAIL
Profile: Home Insurance
Profile: Home & Car Bundle
28. COLD LEAD
WARM LEAD
HOT LEAD
Read Article
Download Whitepaper
Access Gated Content
Subscribe to
Newsletter
Quote
Calculator
CS
TOF
MOF
BOF
Unknown Prospect
Unknown to Known
MQL
MAP – Nurture Stage & Lead Score
Drive Leads
CMS - Engagement Value
Convert Leads
CRM – Lead Score MQL Trigger
Manage Leads, Measure Success
Connector Connector
Article Nurture 1 Landing Page Download WhitepaperDownload Nurture 2
Gated Content
GOAL: EMAIL
Profile: Home Insurance
Profile: Home & Car Bundle
29. COLD LEAD
WARM LEAD
HOT LEAD
Read Article
Download Whitepaper
Access Gated Content
Subscribe to
Newsletter
Quote
Calculator
CS
TOF
MOF
BOF
Unknown Prospect
Unknown to Known
MQL
MAP – Nurture Stage & Lead Score
Drive Leads
CMS - Engagement Value
Convert Leads
CRM – Lead Score MQL Trigger
Manage Leads, Measure Success
Connector Connector
Article Nurture 1 Landing Page Download WhitepaperDownload Nurture 2
Gated Content
GOAL: EMAIL
Profile: Home Insurance
Profile: Home & Car Bundle
30. COLD LEAD
WARM LEAD
HOT LEAD
Read Article
Download Whitepaper
Access Gated Content
Subscribe to
Newsletter
Quote
Calculator
CS
TOF
MOF
BOF
Unknown Prospect
Unknown to Known
MQL
MAP – Nurture Stage & Lead Score
Drive Leads
CMS - Engagement Value
Convert Leads
CRM – Lead Score MQL Trigger
Manage Leads, Measure Success
Connector Connector
Article Nurture 1 Landing Page Download WhitepaperDownload Nurture 2
Gated Content Newsletter CTA
GOAL: EMAIL
Profile: Home Insurance
Profile: Home & Car Bundle
31. COLD LEAD
WARM LEAD
HOT LEAD
Read Article
Download Whitepaper
Access Gated Content
Subscribe to
Newsletter
Quote
Calculator
CS
TOF
MOF
BOF
Unknown Prospect
Unknown to Known
MQL
MAP – Nurture Stage & Lead Score
Drive Leads
CMS - Engagement Value
Convert Leads
CRM – Lead Score MQL Trigger
Manage Leads, Measure Success
Connector Connector
Article Nurture 1 Landing Page Download WhitepaperDownload Nurture 2
Gated Content Newsletter CTA
GOAL: EMAIL
Profile: Home Insurance
Profile: Home & Car Bundle
GOAL: L/S 1
32. COLD LEAD
WARM LEAD
HOT LEAD
Read Article
Download Whitepaper
Access Gated Content
Subscribe to
Newsletter
Quote
Calculator
CS
TOF
MOF
BOF
Unknown Prospect
Unknown to Known
MQL
MAP – Nurture Stage & Lead Score
Drive Leads
CMS - Engagement Value
Convert Leads
CRM – Lead Score MQL Trigger
Manage Leads, Measure Success
Connector Connector
Article Nurture 1 Landing Page Download WhitepaperDownload Nurture 2
Gated Content Newsletter CTA
Quote Tool Nurture
GOAL: EMAIL
Profile: Home Insurance
Profile: Home & Car Bundle
GOAL: L/S 1
33. COLD LEAD
WARM LEAD
HOT LEAD
Read Article
Download Whitepaper
Access Gated Content
Subscribe to
Newsletter
Quote
Calculator
CS
TOF
MOF
BOF
Unknown Prospect
Unknown to Known
MQL
MAP – Nurture Stage & Lead Score
Drive Leads
CMS - Engagement Value
Convert Leads
CRM – Lead Score MQL Trigger
Manage Leads, Measure Success
Connector Connector
Article Nurture 1 Landing Page Download WhitepaperDownload Nurture 2
Gated Content Newsletter CTA
Quote Tool Nurture
Quote Tool
Contact Sales
GOAL: EMAIL
Profile: Home Insurance
Profile: Home & Car Bundle
GOAL: L/S 1
Profile: High Value Bundle
GOAL: L/S 5
34. COLD LEAD
WARM LEAD
HOT LEAD
Read Article
Download Whitepaper
Access Gated Content
Subscribe to
Newsletter
Quote
Calculator
CS
TOF
MOF
BOF
Unknown Prospect
Unknown to Known
MQL
MAP – Nurture Stage & Lead Score
Drive Leads
CMS - Engagement Value
Convert Leads
CRM – Lead Score MQL Trigger
Manage Leads, Measure Success
Connector Connector
Article Nurture 1 Landing Page Download WhitepaperDownload Nurture 2
Gated Content Newsletter CTA
Quote Tool Nurture
Quote Tool
Contact Sales
GOAL: EMAIL
Profile: Home Insurance
Profile: Home & Car Bundle
GOAL: L/S 1
Profile: High Value Bundle
GOAL: L/S 5
GOAL: L/S 10
35. COLD LEAD
WARM LEAD
HOT LEAD
Read Article
Download Whitepaper
Access Gated Content
Subscribe to
Newsletter
Quote
Calculator
CS
TOF
MOF
BOF
Unknown Prospect
Unknown to Known
MQL
MAP – Nurture Stage & Lead Score
Drive Leads
CMS - Engagement Value
Convert Leads
CRM – Lead Score MQL Trigger
Manage Leads, Measure Success
Connector Connector
Article Nurture 1 Landing Page Download WhitepaperDownload Nurture 2
Gated Content Newsletter CTA
Quote Tool Nurture
Quote Tool
Contact Sales
GOAL: EMAIL
Profile: Home Insurance
Profile: Home & Car Bundle
GOAL: L/S 1
Profile: High Value Bundle
GOAL: L/S 5
GOAL: L/S 10
GOAL: MQL
37. Objectives
Digital Technology Strategy & Global Marketing Operations Center
Outcomes
AMEX wanted to maintain their leadership position in the highly
competitive financial services marketplace, having seen the
effectiveness of dynamic content and marketing automation
platforms in other industries.
Vendor Selection - Selected the entire ‘digital platform’.
Workshop & Strategy Development – Developed a Customer
Experience roadmap across AMEX ecosystem.
Operationalize the Experience Globally- Execute multiple
projects, in 4 continents.
Evolved their digital performance- Improved online customer
engagement and leads conversion with digital and CEX best
practices, like scoring, personas, nurture and personalization.
Single View of the Customer- Integrated their systems and
provided a consolidated view of the customer across platforms.
38. Objectives
Outcomes
edynamic worked with WP Carey to develop a holistic strategy
for the ideal Customer Experience for their Financial Advisors.
This included ideation, persona development, customer journey
modelling and the creation of engagement metrics to track the
customer journey across systems.
After strategy development, edynamic operationalized the WP
Carey marketing ecosystem and their omni-channel
communications.
Sitecore xDB
edynamic
Sitecore <> MA
tool connector
• Financial Advisors who engaged with marketing campaigns:
• 3x more likely to sell a fund.
• 60% more likely to sell another product in the future.
• Email to website traffic increased by 100%.
• Unique click-through traffic increased by 26%.
Customer Experience & Marketing Ecosystem Development
39. Objectives
• Created a separate website on Hexagon Mining - integrating 4 websites
into a new single website on the Sitecore platform that reflect the current
and future states of the organization.
• Develop and maintain components of Corporate Core Framework for
Sitecore and Pardot that was used across multiple business units within
Hexagon.
• Combined events website and custom reporting structure with dynamic
personas and personalization.
• edynamic Sitecore + Pardot Connector and integration for Sitecore, Pardot
and Salesforce (inc. migration from Eloqua).
Sitecore xDB
edynamic
Sitecore <> MA
tool connector
Outcomes
• Multi-site use of a common codebase.
• Improved speed to market.
• Single point of integration and upgrades.
• Omni-channel marketing.
• Site rationalization.
Website Build, Publishing Framework & MarTech Integration
The revenue engine is designed to lift measurable revenue and impact bottom line financial accountability in marketing, by:
Driving increased, qualified and measurable MQLs, from marketing to sales.
Unifying the Martech stack from a data and CX perspective
Delivering SVC and true 1:1 X-channel marketing
The Revenue Engine is a true digital marketing transformation that meets modern, data-driven, and revenue focused CMO needs.
Why?
Forrester – The CMO Role will Change in 2018 – Intro the Chief Growth Officer who will replace poor performing CMO’s
2018 will signal the rise of the CGO to replace ineffectual CMOs. For CMOs to win the trust of CEOs and earn their place at the boardroom table CMO’s must take on more commercial responsibility and accountability for revenue.
Globally, brands like Coca Cola have already scrapped the CMO position entirely in favour of a CGO.
In 2018, CMOs will either step up as a leader of growth or quietly cede influence to another c-suite member, such as a chief growth officer.
REVENUE AND GROWTH ARE CRITICAL MEASURES ON MARKETING MORE NOW THAN EVER.
The Revenue Engine is the quick evolution to meet this need.
Kill Points to raise – don’t necessarily just speak to the above slide – the audience will glance it over. Memorise a few of these to sprinkle thru the slide dialogue:
Adobe CMO Surveys
93% of CMOs say that they are under more pressure to deliver measurable ROI
BrightTalk Stats
80% of marketers report their lead generation efforts are only slightly or somewhat effective, and that a lack of quality data is their biggest barrier
HubSpot Stats
74 % of companies that weren't exceeding revenue goals did not know their visitor, lead, MQL, or sales opportunities.
63% of marketers say generating traffic and leads is their top challenge.
40 % of marketers say proving the ROI of their marketing activities is their top marketing challenge.
The needs of B2B marketers are no longer immune to CX customer and conversion outcomes – the CX and personalization revolution may have been pioneered by B2C BUT B2B is now engaged in precisely the same battle. This can no longer be ignored by B2B business.
Its pretty simply – B2B buyers want the same personalized and frictionless experiences they get when they use Amazon etc in their “civilian” life.
LinkedIn Stats
Increasing quality leads is the top priority for 68% of B2B professionals
Increasing lead volume at 55% is the second top.
These 3 factors are the primary reasons why CX fails…
The Revenue Engine is designed to remove all 3 barriers – first lets looks at the outcomes of CX fails:
Kill Points:
Right Now Technologies - Customer Experience Impact Report
9 out of every 10 customers (89 percent) would walk away following a poor customer experience and begin doing business with a competitor.
SuperOffice Stats
67% of customers mention bad customer experience as a reason for churn.
Accenture
In the U.S., the estimated cost of customers switching due to poor service is $1.6 Trillion
SalesForce
“75% consumers expect a consistent experience wherever they engage (e.g., website, social media, mobile, in person)”
Gartner
By 2020 a customer will manage 85% of the relationship with an enterprise without interacting with a human.
Kill Points:
Marketing Week
46% of CMO’s say having data in legacy systems with no single or unified customer view is their top pain point.
32% said the second most common data complaint was being able to generate meaningful business and consumer insights.
22% said that getting data fast enough to act was a major barrier.
Adobe
More than half of organizations say “non-integrated tech platforms” are the single biggest barrier to running more integrated marketing activities.
Harvard Business Review
Integrated customer journeys can double sales year over year - BUT
Only 14% of organizations say they are currently running coordinated marketing campaigns across all channels.
SalesForce
Only 17% of respondents said their company had fully integrated their customer data across all areas of the organization.
Kill Points: Marketing needs Sales to LOVE their work, not dismiss it.
Marketing Sherpa:
An astounding 79 percent of marketing leads never convert into sales.
IDG
More than 60 percent of the marketers surveyed stated that generating high-quality leads is their biggest B2B lead generation challenge.
Targeting, personalizing, and segmenting are important factors when it comes to shifting lead gen attention from higher quantity to higher quality.
HubSpot
63% of marketers state that generating traffic and leads and proving ROI are the leading challenges marketers face.
38% of salespeople struggle most with prospecting. They need highly qualified leads.
From edynamic Case Study.
Even companies who categorically own the vertical and customers hearts can miss the boat.
Kill Points:
CapGemini
In the last 15 years, 52% of the fortune 500 companies have disappeared.
Forrester
Customer Experience leaders grow revenue faster than CX laggards, drive higher brand preference, and can charge more for their products.
Paralysis by Analysis is a real barrier to adoption.
Big data often makes executives think – Big Cost, Long Project, Pain
By reducing CX data to the critical few analytics points that relate to revenue we can make the integration easy and fast.
Executive buy in is easier to obtain.
Kill Point:
Forbes:
Simplify - If you want your lead gen program to be successful in today’s data-driven marketing environment, the focus needs to be on quality over quantity of leads.
The Revenue Engine is a short project, big win concept.
It is a stepped maturity model that focuses on quick wins and unification of customer intel to drive revenue.
It can be taken “phase by phase” as business needs dictate.
We focus on mapping critical data across channels to achieve:
SVC
Shared data
Increased MQL quality and quantity.
The Revenue Engine is technology agnostic in terms of MAP and CRM. Sitecore co-exists with existing systems, or with Sitecore 9 it can be one unified platform.
We have connectors to most popular “Revenue Engine” components:
CRM – SalesForce, MS Dynamics, xConnect makes it easy to connect anything bespoke.
MAP – Marketo, Eloqua, Pardot, Vuture etc