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Toward Lead Generation, Nurturing
        and Optimization:
    Hubspot, Salesforce, and
         InsightSquared
Lead Generation Strategy: Overview
•    Adopting a campaign-lead generation strategy with focus on three key sectors
     (Nonprofit, Education & Automotive)
      – Solution selling (multiple products)
      – Cross marketing peer to peer to Education market

•    Tradeshows
      – Run Walk Ride (Nonprofit/marathon)
      – Association of Fundraising Professionals (Nonprofit)
      – NTEN (Nonprofit Technology)
      – TSUN (Education)
      – NADA, Pay Here Pay Here (Automotive)

•    Lead Tracking Tools
      – Hubspot
      – SalesForce
      – InsightSquared
Sales & Marketing Campaigns -
                   Nonprofit
•   Marathon Fundraising
     –   Resources reallocated to focus on winning back marathons lost to Crowdrise/Razoo
     –   Reduced pricing to 3.99% to compete
     –   Attending new conferences to generate leads

•   Non-Sponsored NPO Engagement
     –   Focus on up selling Donate Now and Mobile Transact to 3000+ non-sponsored NPO’s
     –   Check will contain marketing message regarding FG’s service

•   Competitive Win Campaign
     –   Download lead lists from major competitors (Network for Good, JustGive, Crowdrise)
     –   Begin calling campaign (Goal – 30% of Top 100 clients; 20% across entire campaign)

•   National “Cause” Campaign
     –   Highlight national “cause” on FG’s website
     –   Engage NPO’s and fundraisers to participate in national campaign
     –   Provided reduced subscription fee ($300) to new NPO’s that participate that month

•   National Brands
     –   Focus sales team monthly on winning NPO’s associated with National Brands
           •   Ronald McDonald House, Habitat for Humanity, Junior Achievement
Sales & Marketing Campaigns -
               Education
• Peer to Peer Product Sales
   – 800+ universities have expressed interest in the Peer to Peer product
     over the years
   – Sales team will focus on contacting these schools and closing deals
   – 25 opportunities generated from initial email
       • Closed: Cornell, Michigan State, Vanderbilt, Purdue

• Partnership Relationship
   – SunGard – Revisiting marketing campaign to support promotion of
     upgrade to 3.0 eSchoolPlus
       • 20 schools will be live in March

• FSP Website Redesign
   – Redesign FSP website to generate B to B leads

• Visa Rule – Convenience fee
   – Focus on selling FT to universities based upon the Visa rule change
Sales & Marketing Campaign - Automotive
•   FastTransact
     – Focus on selling FT to current dealerships for processing of loan payments and
       propane merchants

•   Partnership Relationship
     –   Frazer – Work with partner on increasing sales opportunities and lead lists
     –   ADP Web1000 – Marketing creating email templates for additional pilot clients
     –   Dealer Solutions – Participating in users conference, email blast to promote FSP
     –   Vertrax – Joint marketing, focusing on selling FT to this propane partner

     – Medical (new vertical)
           •   BPA Best Practice Academy – Affiliate partner
           •   Careblue – integration complete

•   FSP Website Redesign
     – Redesign FSP website to generate B to B leads
The Inbound Marketing Funnel
What is inbound marketing?
“If you have more money than brains, you
should focus on outbound marketing. If
you have more brains than money, you
focus on inbound marketing.”
             - Guy Kawasaki,
(Former chief evangelist, Apple Computer)
It’s a noisy world
Be an Inbound Marketing Bee

• No more pushing. Pull them in.
• Make sweet n’ sticky honey.
  1. Be sweet - Attract viewers to your site with
     engaging content.
  2. Be sticky – Viewers offer up information in
     exchange for useful downloadable content.
  3. Be sticky - Nurture them down the sales funnel.
Outbound vs. Inbound
Let Magneto explain
Tools of an inbound marketer
Benefits of Inbound Marketing
The 3 tools of inbound marketing



  1.           2.            3.
Generate      Nurture
Collect       Report        Optimize
Nurture       Track         Inform
How do we use Hubspot?
Landing Pages
             Is this sweet n’ sticky?


       A landing page is a webpage
       where individuals input their
       information in exchange for
       downloadable content –
       turning them into leads that
       are pushed down the sales
       funnel.
“I’m gonna make him
an offer he can’t refuse.”
Call to action
       A call to action is an offer

       What are we asking from our
       viewers?

       Should they download an ebook?

       Attend a webinar?

       What’s the “hook?” Where’s the
       value?
How do we engage our audience?

•   Social Media – Top of the funnel
•   Blog - Top of the funnel
•   eBooks - Middle of the funnel
•   Webinars – Bottom of the funnel
Again, what is our philosophy?



PULL                                    PUSH
Now what?
Thanks to workflows!
What are Hubspot Workflows?
How does Hubspot work with Salesforce?
How Marketing Uses Salesforce
• Reporting
• Tracking Sales Activity
• Inform Strategy
We use this
And turn it into this…
July 2012 Accounts
But this highly manual task can be
    accomplished much easier
Toward Lead Optimization
InsightSquared is a Number Crunching
             Champion
Lead Aging
Prospects waiting to convert
But…
Salesforce Cleanup
Wrapping up: Keys to Lead
    Gen, Nurturing, and Optimization
• Stay the course in sharing
  remarkable, actionable content that engages
  our audience
• Nurture leads through workflows in Hubspot
• Clean up Salesforce for consistency and
  accuracy for better readings in InsightSquared
Inbound Marketing Strategy
Inbound Marketing Strategy
Inbound Marketing Strategy

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Inbound Marketing Strategy

  • 1. Toward Lead Generation, Nurturing and Optimization: Hubspot, Salesforce, and InsightSquared
  • 2. Lead Generation Strategy: Overview • Adopting a campaign-lead generation strategy with focus on three key sectors (Nonprofit, Education & Automotive) – Solution selling (multiple products) – Cross marketing peer to peer to Education market • Tradeshows – Run Walk Ride (Nonprofit/marathon) – Association of Fundraising Professionals (Nonprofit) – NTEN (Nonprofit Technology) – TSUN (Education) – NADA, Pay Here Pay Here (Automotive) • Lead Tracking Tools – Hubspot – SalesForce – InsightSquared
  • 3. Sales & Marketing Campaigns - Nonprofit • Marathon Fundraising – Resources reallocated to focus on winning back marathons lost to Crowdrise/Razoo – Reduced pricing to 3.99% to compete – Attending new conferences to generate leads • Non-Sponsored NPO Engagement – Focus on up selling Donate Now and Mobile Transact to 3000+ non-sponsored NPO’s – Check will contain marketing message regarding FG’s service • Competitive Win Campaign – Download lead lists from major competitors (Network for Good, JustGive, Crowdrise) – Begin calling campaign (Goal – 30% of Top 100 clients; 20% across entire campaign) • National “Cause” Campaign – Highlight national “cause” on FG’s website – Engage NPO’s and fundraisers to participate in national campaign – Provided reduced subscription fee ($300) to new NPO’s that participate that month • National Brands – Focus sales team monthly on winning NPO’s associated with National Brands • Ronald McDonald House, Habitat for Humanity, Junior Achievement
  • 4. Sales & Marketing Campaigns - Education • Peer to Peer Product Sales – 800+ universities have expressed interest in the Peer to Peer product over the years – Sales team will focus on contacting these schools and closing deals – 25 opportunities generated from initial email • Closed: Cornell, Michigan State, Vanderbilt, Purdue • Partnership Relationship – SunGard – Revisiting marketing campaign to support promotion of upgrade to 3.0 eSchoolPlus • 20 schools will be live in March • FSP Website Redesign – Redesign FSP website to generate B to B leads • Visa Rule – Convenience fee – Focus on selling FT to universities based upon the Visa rule change
  • 5. Sales & Marketing Campaign - Automotive • FastTransact – Focus on selling FT to current dealerships for processing of loan payments and propane merchants • Partnership Relationship – Frazer – Work with partner on increasing sales opportunities and lead lists – ADP Web1000 – Marketing creating email templates for additional pilot clients – Dealer Solutions – Participating in users conference, email blast to promote FSP – Vertrax – Joint marketing, focusing on selling FT to this propane partner – Medical (new vertical) • BPA Best Practice Academy – Affiliate partner • Careblue – integration complete • FSP Website Redesign – Redesign FSP website to generate B to B leads
  • 7. What is inbound marketing?
  • 8. “If you have more money than brains, you should focus on outbound marketing. If you have more brains than money, you focus on inbound marketing.” - Guy Kawasaki, (Former chief evangelist, Apple Computer)
  • 10. Be an Inbound Marketing Bee • No more pushing. Pull them in. • Make sweet n’ sticky honey. 1. Be sweet - Attract viewers to your site with engaging content. 2. Be sticky – Viewers offer up information in exchange for useful downloadable content. 3. Be sticky - Nurture them down the sales funnel.
  • 13. Tools of an inbound marketer
  • 14. Benefits of Inbound Marketing
  • 15.
  • 16. The 3 tools of inbound marketing 1. 2. 3. Generate Nurture Collect Report Optimize Nurture Track Inform
  • 17.
  • 18. How do we use Hubspot?
  • 19. Landing Pages Is this sweet n’ sticky? A landing page is a webpage where individuals input their information in exchange for downloadable content – turning them into leads that are pushed down the sales funnel.
  • 20. “I’m gonna make him an offer he can’t refuse.”
  • 21. Call to action A call to action is an offer What are we asking from our viewers? Should they download an ebook? Attend a webinar? What’s the “hook?” Where’s the value?
  • 22. How do we engage our audience? • Social Media – Top of the funnel • Blog - Top of the funnel • eBooks - Middle of the funnel • Webinars – Bottom of the funnel
  • 23. Again, what is our philosophy? PULL PUSH
  • 24.
  • 27. What are Hubspot Workflows?
  • 28. How does Hubspot work with Salesforce?
  • 29.
  • 30. How Marketing Uses Salesforce • Reporting • Tracking Sales Activity • Inform Strategy
  • 32. And turn it into this…
  • 34. But this highly manual task can be accomplished much easier
  • 36. InsightSquared is a Number Crunching Champion
  • 40.
  • 42. Wrapping up: Keys to Lead Gen, Nurturing, and Optimization • Stay the course in sharing remarkable, actionable content that engages our audience • Nurture leads through workflows in Hubspot • Clean up Salesforce for consistency and accuracy for better readings in InsightSquared