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aiim.org	
   ©	
  AIIM	
  2013	
  
#AIIM	
  
The	
  Global	
  Community	
  of	
  Informa6on	
  Professionals	
  
The	
  New	
  World	
  
of	
  Marke6ng	
  
and	
  Sales	
  
How	
  to	
  grow	
  your	
  business?	
  
New	
  research	
  from	
  AIIM’s	
  100,000	
  
community	
  members	
  
	
  
Atle	
  Skjekkeland	
  
Chief	
  Opera6ng	
  Officer	
  
AIIM	
  
	
  
aiim.org	
   ©	
  AIIM	
  2013	
  
The	
  Educated	
  Buyer	
  
“A	
  recent	
  Corporate	
  Execu8ve	
  Board	
  
study	
  of	
  more	
  than	
  1,400	
  B2B	
  
customers	
  found	
  that	
  those	
  customers	
  
completed,	
  on	
  average,	
  nearly	
  60%	
  of	
  a	
  
typical	
  purchasing	
  decision—
researching	
  solu8ons,	
  ranking	
  op8ons,	
  
seHng	
  requirements,	
  benchmarking	
  
pricing,	
  and	
  so	
  on—before	
  even	
  having	
  
a	
  conversa6on	
  with	
  a	
  supplier”	
  
	
  
Implica8ons?	
  You	
  need	
  to	
  engage	
  new	
  
customers	
  before	
  the	
  requirements	
  are	
  
set.	
  
Source:	
  hPp://hbr.org/2012/07/the-­‐end-­‐of-­‐solu8on-­‐sales/ar/1	
  
aiim.org	
   ©	
  AIIM	
  2013	
  
The	
  Importance	
  of	
  Business	
  Leaders	
  
“While	
  overall	
  corporate	
  tech	
  spending	
  is	
  
up	
  by	
  17	
  to	
  20%	
  in	
  our	
  latest	
  data,	
  spending	
  
by	
  IT	
  departments	
  is	
  flat	
  at	
  best.”	
  
“It's	
  business	
  leaders,	
  not	
  their	
  IT	
  
colleagues,	
  who	
  are	
  driving	
  purchasing	
  
decisions”	
  
Ensure	
  your	
  solu8on	
  is…	
  
•  Simple	
  
•  Scalable	
  
•  Safe	
  
•  Secure	
  
•  Sustainable	
  	
  
•  Sexy	
  
Source:	
  hPp://blogs.hbr.org/cs/
2011/07coming_to_terms_with_the_consu.html	
  
aiim.org	
   ©	
  AIIM	
  2013	
  
Provide	
  New	
  or	
  Unique	
  Insights	
  
Provoca6on-­‐Based	
  Selling:	
  
– Compels	
  project	
  investments	
  outside	
  
an	
  exis8ng	
  budget	
  
– Challenges	
  the	
  prevailing	
  point	
  of	
  
view	
  
– Addresses	
  unacknowledged	
  angst	
  
– Targets	
  strategic	
  problems	
  
– Begins	
  with	
  the	
  business	
  case	
  and	
  
then	
  provides	
  technical	
  proof	
  
– Starts	
  an	
  execu8ve-­‐level	
  dialogue	
  
– Uses	
  an	
  insigh]ul	
  hypothesis	
  to	
  
provoke	
  a	
  response	
  
– Is	
  proac8ve	
  in	
  leading,	
  and	
  forcing	
  
issues	
  out	
  
Source:	
  hPp://hbr.org/2009/03/in-­‐a-­‐downturn-­‐provoke-­‐your-­‐customers/ar/1	
  
aiim.org	
   ©	
  AIIM	
  2013	
  
Four	
  Changes	
  in	
  Marke6ng	
  
1.  The	
  Buyer’s	
  Journey	
  is	
  what	
  counts	
  –	
  Understanding	
  buying	
  
roles	
  and	
  stages	
  cri8cal	
  
§ Step	
  1:	
  First	
  awareness:	
  Educa8onal	
  whitepapers,	
  case	
  
studies,	
  etc.	
  
§ Step	
  2:	
  Possible	
  technologies	
  and	
  features:	
  Checklists,	
  
templates,	
  etc.	
  
§ Step	
  3:	
  Iden6fy	
  possible	
  providers:	
  Vendor	
  comparisons,	
  
solu8on	
  briefs,	
  etc.	
  
2.  The	
  technology	
  has	
  changed	
  –	
  In-­‐bound	
  marke8ng,	
  nurturing,	
  
mul8-­‐touch.	
  
3.  Exploding	
  op6ons	
  for	
  content	
  delivery	
  –	
  Videos,	
  podcasts,	
  
blogs,	
  TwiPer.	
  	
  
4.  Thought	
  leadership	
  counts	
  –	
  It’s	
  more	
  than	
  selling.	
  
	
  
	
  
Source:	
  Sirius	
  Decisions	
  
aiim.org	
   ©	
  AIIM	
  2013	
  
The	
  Old	
  vs	
  New	
  World	
  of	
  Marke6ng	
  
Old	
   New	
  
Prospects	
  get	
  their	
  informa8on	
  
from	
  you	
  
Prospects	
  get	
  most	
  of	
  their	
  informa8on	
  
before	
  they	
  even	
  talk	
  to	
  you	
  
Focus	
  groups	
   Analy8cs	
  
One-­‐to-­‐many	
   One-­‐to-­‐one	
  
Trade	
  shows	
   Niched	
  conferences	
  
Presenta8ons	
  describe	
  YOU	
   Presenta8ons	
  that	
  educate	
  THEM	
  
Single	
  use	
  analyst	
  white	
  papers	
   Mul8-­‐use	
  content	
  assets	
  
Product	
  leadership	
   Thought	
  leadership	
  
Mass	
  e-­‐mail	
   Segmented	
  and	
  automated	
  drip	
  
Print	
  or	
  print-­‐like	
  delivery	
   Videos,	
  podcasts,	
  blogs,	
  ebooks	
  
aiim.org	
   ©	
  AIIM	
  2013	
  
Step	
  1:	
  First	
  Awareness	
  
What	
  informa6on	
  sources	
  do	
  you/did	
  you	
  use	
  for	
  becoming	
  aware	
  of	
  
the	
  opportuni6es	
  with	
  content	
  management?	
  
0%	
   10%	
   20%	
   30%	
   40%	
   50%	
   60%	
  
Blogs	
  and	
  press	
  ar8cles	
  
AIIM	
  website	
  and	
  publica8ons	
  
AIIM	
  webinars	
  and	
  events	
  
Trade	
  shows	
  
Industry-­‐specific	
  associa8ons	
  
AIIM	
  training	
  
Vendor	
  	
  sales	
  rep(s)	
  
Analysts	
  
Vendor	
  websites	
  
Social	
  media	
  recommenda8ons	
  
Consultants	
  
N=213	
  non-­‐trade	
  
•  88%	
  of	
  buyers	
  think	
  
educa8onal	
  content	
  from	
  
solu8on	
  providers	
  tell	
  
the	
  buyer	
  what	
  they	
  
offer,	
  not	
  necessarily	
  
what	
  is	
  right	
  for	
  the	
  
buyer	
  
•  Only	
  4%	
  of	
  buyers	
  think	
  
their	
  industry-­‐specific	
  
associa8on	
  providers	
  
them	
  more	
  useful	
  
informa8on	
  than	
  AIIM	
  
	
  
aiim.org	
   ©	
  AIIM	
  2013	
  
Step 2: Necessary Technologies and Features	
  
What	
  informa6on	
  sources	
  do	
  you/did	
  you	
  use	
  for	
  becoming	
  aware	
  of	
  
necessary	
  technologies	
  and	
  features?	
  
N=213	
  non-­‐trade	
  
0%	
   10%	
   20%	
   30%	
   40%	
   50%	
   60%	
   70%	
   80%	
  
Vendor	
  websites	
  
Vendor	
  	
  sales	
  rep(s)	
  
AIIM	
  website	
  and	
  publica8ons	
  
AIIM	
  webinars	
  and	
  events	
  
Trade	
  shows	
  
Consultants	
  
Blogs	
  and	
  press	
  ar8cles	
  
Analysts	
  
Industry-­‐specific	
  associa8ons	
  
AIIM	
  training	
  
Social	
  media	
  recommenda8ons	
  
•  66%	
  of	
  buyers	
  admit	
  that	
  
they	
  never	
  respond	
  to	
  
cold	
  calls	
  or	
  voicemails	
  
from	
  sales	
  reps	
  wan8ng	
  
to	
  sell	
  them	
  a	
  new	
  
product	
  
•  67%	
  would	
  be	
  more	
  
likely	
  to	
  talk	
  to	
  a	
  sales	
  
rep	
  a	
  friend	
  or	
  colleague	
  
recommended	
  I	
  talk	
  to	
  
them	
  
aiim.org	
   ©	
  AIIM	
  2013	
  
Engage	
  and	
  educate	
  buyers	
  early	
  in	
  the	
  buying	
  cycle	
  
Conclusions for Marketing Professionals?
1.  First	
  awareness:	
  	
  
– Change	
  the	
  game	
  by	
  engaging	
  new	
  customers	
  at	
  the	
  beginning	
  of	
  
the	
  buying	
  cycle	
  
– Use	
  AIIM	
  as	
  a	
  neutral	
  3rd	
  party	
  for	
  brand	
  awareness	
  and	
  name	
  
acquisi8on.	
  	
  
– Educate	
  the	
  customer	
  with	
  real	
  educa8onal	
  content,	
  not	
  sales	
  
pitches	
  
2.  Possible	
  technologies	
  and	
  features:	
  
– Nurture	
  the	
  leads	
  with	
  educa8onal	
  webinars,	
  whitepapers,	
  etc.	
  
3.  Iden6fy	
  possible	
  providers	
  
– Document	
  how	
  your	
  solu8on	
  meets	
  the	
  customers	
  requirements	
  
with	
  solu8on	
  briefs,	
  vendor	
  comparisons,	
  etc.	
  
aiim.org	
   ©	
  AIIM	
  2013	
  
Engage	
  and	
  educate	
  buyers	
  early	
  in	
  the	
  buying	
  cycle	
  
Conclusions for Marketing Professionals?
0%	
   10%	
   20%	
   30%	
   40%	
   50%	
   60%	
   70%	
   80%	
   90%	
  
General	
  educa8on	
  about	
  opportuni8es	
  
with	
  content	
  management	
  
Understand	
  possible	
  solu8ons	
  
Determine	
  our	
  requirements	
  
Formal	
  training	
  in	
  ECM	
  techniques	
  
Implement	
  a	
  solu8on	
  
Procure	
  a	
  solu8on	
  
None	
  of	
  these	
  
Do	
  you	
  use	
  AIIM	
  to	
  help	
  you	
  with	
  the	
  following?	
  	
  
(check	
  those	
  that	
  are	
  significant)	
  
N=213	
  non-­‐trade	
  
•  81%	
  of	
  buyers	
  are	
  looking	
  
to	
  AIIM	
  for	
  educa8on	
  
about	
  opportuni8es	
  with	
  
content	
  management,	
  
and	
  68%	
  are	
  looking	
  to	
  
AIIM	
  to	
  understand	
  
possible	
  solu8ons	
  
•  Don’t	
  just	
  rely	
  on	
  your	
  
own	
  educa8onal	
  content!	
  
57%	
  of	
  buyers	
  think	
  
educa8onal	
  content	
  from	
  
solu8on	
  providers	
  are	
  
sales	
  pitches,	
  not	
  really	
  
educa8onal.	
  	
  
aiim.org	
   ©	
  AIIM	
  2013	
  
The	
  New	
  Role	
  of	
  Sales	
  Professionals	
  
According	
  to	
  a	
  global	
  study	
  of	
  sales	
  
rep	
  produc8vity	
  among	
  6,000	
  reps	
  
across	
  nearly	
  100	
  companies	
  by	
  the	
  
Sales	
  Execu8ve	
  Council:	
  	
  
Every	
  sales	
  professional	
  falls	
  into	
  one	
  
of	
  five	
  dis8nct	
  profiles.	
  
•  Rela8onship	
  Builders	
  	
  
•  Hard	
  Workers	
  	
  
•  Lone	
  Wolves	
  
•  Reac8ve	
  Problem	
  Solvers	
  
•  Challengers	
  
The	
  best	
  sales	
  professionals	
  are	
  
Challengers,	
  not	
  Rela8onship	
  
Builders.	
  
Source:	
  hPp://blogs.hbr.org/cs/2011/09/selling_is_not_about_rela8o.html	
  
aiim.org	
   ©	
  AIIM	
  2013	
  
Provide	
  New	
  and	
  Unique	
  Insights	
  
What	
  are	
  the	
  
two	
  biggest	
  
factors	
  that	
  
would	
  make	
  
you	
  amenable	
  
to	
  a	
  discussion	
  
with	
  a	
  sales	
  
representa8ve	
  
from	
  a	
  non-­‐
incumbent	
  at	
  
any	
  8me	
  in	
  the	
  
cycle?	
  (Max	
  
TWO)	
  
aiim.org	
   ©	
  AIIM	
  2013	
  
The	
  Educa6onal	
  Sale	
  
Source:	
  Sirius	
  Decisions	
  /	
  AIIM	
  
1.	
  	
  
Iden8fy	
  and	
  
Engage	
  
Prospect	
  
2.	
  	
  
Provide	
  New	
  
or	
  Unique	
  
Insights	
  
3.	
  
Demonstrate	
  
Importance	
  
4.	
  	
  
Educate	
  
Customer	
  
About	
  Their	
  
Needs	
  
5.	
  	
  
Show	
  How	
  
Your	
  Solu8on	
  
Meets	
  Their	
  
Reqs	
  
Sales	
  
role	
  
Domain	
  Expert	
   Strategic	
  Orchestrator	
   Risk	
  Alleviator	
  
Sales	
  
phase	
  
aiim.org	
   ©	
  AIIM	
  2013	
  
Engage	
  and	
  educate	
  buyers	
  early	
  in	
  the	
  buying	
  cycle	
  
Conclusions for Sales Professionals?
• Turn	
  sales	
  professionals	
  into	
  domain	
  experts	
  
– The	
  entry-­‐level	
  should	
  be	
  the	
  AIIM	
  ECM	
  Prac88oner	
  
program	
  and	
  examina8on	
  www.aiim.org/training	
  	
  
– Start	
  the	
  journey	
  towards	
  the	
  Cer8fied	
  Informa8on	
  
Professional	
  designa8on	
  www.aiim.org/cer8fica8on	
  	
  
• Provide	
  customers	
  with	
  new	
  and	
  unique	
  insights	
  	
  
– Leverage	
  AIIM	
  research	
  to	
  engage	
  customers	
  
www.aiim.org/research	
  	
  
– Use	
  AIIM	
  Sales	
  Enablement	
  training	
  for	
  proac8ve	
  
solu8on	
  selling	
  www.aiim.org/training	
  	
  
aiim.org	
   ©	
  AIIM	
  2013	
  
Feedback	
  
“Kofax	
  uses	
  AIIM	
  as	
  a	
  strategic	
  partner	
  for	
  assessing	
  the	
  market,	
  crea8ng	
  customer-­‐facing	
  content	
  
and	
  engaging	
  prospec8ve	
  and	
  exis8ng	
  users	
  of	
  content	
  technologies	
  and	
  solu8ons	
  worldwide.	
  As	
  the	
  
market	
  moves	
  towards	
  smart	
  process	
  and	
  content	
  solu8ons,	
  it	
  is	
  essen8al	
  that	
  we	
  be	
  closely	
  
associated	
  with	
  the	
  opinion	
  leaders	
  in	
  the	
  area	
  of	
  content	
  and	
  related	
  systems	
  of	
  engagement.	
  
AIIM’s	
  staff	
  provide	
  us	
  with	
  that	
  insight,	
  and	
  their	
  programs	
  support	
  our	
  corporate	
  and	
  product	
  
strategy”.	
  Martyn	
  Chris6an,	
  Chief	
  Marke6ng	
  Officer,	
  Kofax,	
  Inc.	
  
"AIIM	
  has	
  a	
  unique	
  perspec8ve	
  on	
  all	
  things	
  Content.	
  Technology,	
  trends	
  and	
  customer	
  adop8on	
  
paPerns	
  are	
  changing	
  so	
  rapidly	
  that	
  it	
  is	
  becoming	
  impossible	
  to	
  keep	
  on	
  top	
  of	
  what	
  is	
  important	
  
to	
  us	
  -­‐	
  how	
  will	
  our	
  customers	
  adopt	
  new	
  technology	
  in	
  applying	
  content	
  to	
  their	
  business.	
  AIIM	
  has	
  
the	
  community	
  reach,	
  interac8on	
  with	
  vendors	
  and	
  ability	
  to	
  ask	
  the	
  ques8ons	
  that	
  maPer,	
  which	
  
has	
  allowed	
  us	
  to	
  understand	
  how	
  content	
  will	
  be	
  deployed,	
  who	
  will	
  be	
  responsible	
  and	
  how	
  does	
  it	
  
apply	
  to	
  cri8cal	
  business	
  processes	
  in	
  the	
  enterprise.	
  No	
  one	
  else	
  has	
  been	
  able	
  to	
  provide	
  this	
  
industry	
  perspec8ve”.	
  John	
  Newton,	
  Chairman	
  and	
  CTO,	
  Alfresco	
  	
  
“AIIM	
  is	
  a	
  highly	
  respected	
  leading	
  source	
  of	
  informa8on	
  and	
  a	
  great	
  organisa8on	
  that	
  can	
  be	
  used	
  
to	
  build	
  out	
  your	
  network	
  in	
  the	
  informa8on	
  management	
  space.	
  Workshare	
  relies	
  on	
  AIIM	
  for	
  
qualita8ve	
  and	
  quan8ta8ve	
  data	
  on	
  trends	
  in	
  the	
  market	
  based	
  on	
  comprehensive	
  research	
  among	
  
end	
  users	
  that	
  we	
  know	
  we	
  can	
  trust.	
  The	
  AIIM	
  event	
  series	
  con8nues	
  to	
  help	
  us	
  build	
  a	
  tangible	
  
sales	
  funnel	
  as	
  it	
  is	
  aPended	
  by	
  end	
  users	
  that	
  are	
  looking	
  for	
  solu8ons,	
  advice	
  and	
  best	
  prac8ces.”	
  
Ali	
  Moinuddin,	
  CMO,	
  WorkShare	
  
aiim.org	
   ©	
  AIIM	
  2013	
  
Want	
  more	
  informa6on?	
  
§  For	
  North	
  America:	
  
§  Joe	
  Ryan	
  at	
  jryan@aiim.org	
  
§  Amy	
  Michalski	
  at	
  amichalski@aiim.org	
  	
  
§  For	
  Europe:	
  
§  Chris	
  Fenton	
  at	
  cfenton@aiim.org	
  	
  	
  	
  
"If	
  you	
  work	
  with	
  your	
  organiza8on’s	
  
informa8on	
  or	
  collabora8on	
  resources	
  
and	
  technologies,	
  you’ll	
  surely	
  find	
  AIIM	
  a	
  
treasure	
  trove	
  of	
  resources."	
  
Andrew	
  McAfee,	
  Professor	
  and	
  author,	
  
Enterprise	
  2.0	
  and	
  Race	
  Against	
  the	
  
Machine	
  	
  

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The New World of Marketing and Sales

  • 1. aiim.org   ©  AIIM  2013   #AIIM   The  Global  Community  of  Informa6on  Professionals   The  New  World   of  Marke6ng   and  Sales   How  to  grow  your  business?   New  research  from  AIIM’s  100,000   community  members     Atle  Skjekkeland   Chief  Opera6ng  Officer   AIIM    
  • 2. aiim.org   ©  AIIM  2013   The  Educated  Buyer   “A  recent  Corporate  Execu8ve  Board   study  of  more  than  1,400  B2B   customers  found  that  those  customers   completed,  on  average,  nearly  60%  of  a   typical  purchasing  decision— researching  solu8ons,  ranking  op8ons,   seHng  requirements,  benchmarking   pricing,  and  so  on—before  even  having   a  conversa6on  with  a  supplier”     Implica8ons?  You  need  to  engage  new   customers  before  the  requirements  are   set.   Source:  hPp://hbr.org/2012/07/the-­‐end-­‐of-­‐solu8on-­‐sales/ar/1  
  • 3. aiim.org   ©  AIIM  2013   The  Importance  of  Business  Leaders   “While  overall  corporate  tech  spending  is   up  by  17  to  20%  in  our  latest  data,  spending   by  IT  departments  is  flat  at  best.”   “It's  business  leaders,  not  their  IT   colleagues,  who  are  driving  purchasing   decisions”   Ensure  your  solu8on  is…   •  Simple   •  Scalable   •  Safe   •  Secure   •  Sustainable     •  Sexy   Source:  hPp://blogs.hbr.org/cs/ 2011/07coming_to_terms_with_the_consu.html  
  • 4. aiim.org   ©  AIIM  2013   Provide  New  or  Unique  Insights   Provoca6on-­‐Based  Selling:   – Compels  project  investments  outside   an  exis8ng  budget   – Challenges  the  prevailing  point  of   view   – Addresses  unacknowledged  angst   – Targets  strategic  problems   – Begins  with  the  business  case  and   then  provides  technical  proof   – Starts  an  execu8ve-­‐level  dialogue   – Uses  an  insigh]ul  hypothesis  to   provoke  a  response   – Is  proac8ve  in  leading,  and  forcing   issues  out   Source:  hPp://hbr.org/2009/03/in-­‐a-­‐downturn-­‐provoke-­‐your-­‐customers/ar/1  
  • 5. aiim.org   ©  AIIM  2013   Four  Changes  in  Marke6ng   1.  The  Buyer’s  Journey  is  what  counts  –  Understanding  buying   roles  and  stages  cri8cal   § Step  1:  First  awareness:  Educa8onal  whitepapers,  case   studies,  etc.   § Step  2:  Possible  technologies  and  features:  Checklists,   templates,  etc.   § Step  3:  Iden6fy  possible  providers:  Vendor  comparisons,   solu8on  briefs,  etc.   2.  The  technology  has  changed  –  In-­‐bound  marke8ng,  nurturing,   mul8-­‐touch.   3.  Exploding  op6ons  for  content  delivery  –  Videos,  podcasts,   blogs,  TwiPer.     4.  Thought  leadership  counts  –  It’s  more  than  selling.       Source:  Sirius  Decisions  
  • 6. aiim.org   ©  AIIM  2013   The  Old  vs  New  World  of  Marke6ng   Old   New   Prospects  get  their  informa8on   from  you   Prospects  get  most  of  their  informa8on   before  they  even  talk  to  you   Focus  groups   Analy8cs   One-­‐to-­‐many   One-­‐to-­‐one   Trade  shows   Niched  conferences   Presenta8ons  describe  YOU   Presenta8ons  that  educate  THEM   Single  use  analyst  white  papers   Mul8-­‐use  content  assets   Product  leadership   Thought  leadership   Mass  e-­‐mail   Segmented  and  automated  drip   Print  or  print-­‐like  delivery   Videos,  podcasts,  blogs,  ebooks  
  • 7. aiim.org   ©  AIIM  2013   Step  1:  First  Awareness   What  informa6on  sources  do  you/did  you  use  for  becoming  aware  of   the  opportuni6es  with  content  management?   0%   10%   20%   30%   40%   50%   60%   Blogs  and  press  ar8cles   AIIM  website  and  publica8ons   AIIM  webinars  and  events   Trade  shows   Industry-­‐specific  associa8ons   AIIM  training   Vendor    sales  rep(s)   Analysts   Vendor  websites   Social  media  recommenda8ons   Consultants   N=213  non-­‐trade   •  88%  of  buyers  think   educa8onal  content  from   solu8on  providers  tell   the  buyer  what  they   offer,  not  necessarily   what  is  right  for  the   buyer   •  Only  4%  of  buyers  think   their  industry-­‐specific   associa8on  providers   them  more  useful   informa8on  than  AIIM    
  • 8. aiim.org   ©  AIIM  2013   Step 2: Necessary Technologies and Features   What  informa6on  sources  do  you/did  you  use  for  becoming  aware  of   necessary  technologies  and  features?   N=213  non-­‐trade   0%   10%   20%   30%   40%   50%   60%   70%   80%   Vendor  websites   Vendor    sales  rep(s)   AIIM  website  and  publica8ons   AIIM  webinars  and  events   Trade  shows   Consultants   Blogs  and  press  ar8cles   Analysts   Industry-­‐specific  associa8ons   AIIM  training   Social  media  recommenda8ons   •  66%  of  buyers  admit  that   they  never  respond  to   cold  calls  or  voicemails   from  sales  reps  wan8ng   to  sell  them  a  new   product   •  67%  would  be  more   likely  to  talk  to  a  sales   rep  a  friend  or  colleague   recommended  I  talk  to   them  
  • 9. aiim.org   ©  AIIM  2013   Engage  and  educate  buyers  early  in  the  buying  cycle   Conclusions for Marketing Professionals? 1.  First  awareness:     – Change  the  game  by  engaging  new  customers  at  the  beginning  of   the  buying  cycle   – Use  AIIM  as  a  neutral  3rd  party  for  brand  awareness  and  name   acquisi8on.     – Educate  the  customer  with  real  educa8onal  content,  not  sales   pitches   2.  Possible  technologies  and  features:   – Nurture  the  leads  with  educa8onal  webinars,  whitepapers,  etc.   3.  Iden6fy  possible  providers   – Document  how  your  solu8on  meets  the  customers  requirements   with  solu8on  briefs,  vendor  comparisons,  etc.  
  • 10. aiim.org   ©  AIIM  2013   Engage  and  educate  buyers  early  in  the  buying  cycle   Conclusions for Marketing Professionals? 0%   10%   20%   30%   40%   50%   60%   70%   80%   90%   General  educa8on  about  opportuni8es   with  content  management   Understand  possible  solu8ons   Determine  our  requirements   Formal  training  in  ECM  techniques   Implement  a  solu8on   Procure  a  solu8on   None  of  these   Do  you  use  AIIM  to  help  you  with  the  following?     (check  those  that  are  significant)   N=213  non-­‐trade   •  81%  of  buyers  are  looking   to  AIIM  for  educa8on   about  opportuni8es  with   content  management,   and  68%  are  looking  to   AIIM  to  understand   possible  solu8ons   •  Don’t  just  rely  on  your   own  educa8onal  content!   57%  of  buyers  think   educa8onal  content  from   solu8on  providers  are   sales  pitches,  not  really   educa8onal.    
  • 11. aiim.org   ©  AIIM  2013   The  New  Role  of  Sales  Professionals   According  to  a  global  study  of  sales   rep  produc8vity  among  6,000  reps   across  nearly  100  companies  by  the   Sales  Execu8ve  Council:     Every  sales  professional  falls  into  one   of  five  dis8nct  profiles.   •  Rela8onship  Builders     •  Hard  Workers     •  Lone  Wolves   •  Reac8ve  Problem  Solvers   •  Challengers   The  best  sales  professionals  are   Challengers,  not  Rela8onship   Builders.   Source:  hPp://blogs.hbr.org/cs/2011/09/selling_is_not_about_rela8o.html  
  • 12. aiim.org   ©  AIIM  2013   Provide  New  and  Unique  Insights   What  are  the   two  biggest   factors  that   would  make   you  amenable   to  a  discussion   with  a  sales   representa8ve   from  a  non-­‐ incumbent  at   any  8me  in  the   cycle?  (Max   TWO)  
  • 13. aiim.org   ©  AIIM  2013   The  Educa6onal  Sale   Source:  Sirius  Decisions  /  AIIM   1.     Iden8fy  and   Engage   Prospect   2.     Provide  New   or  Unique   Insights   3.   Demonstrate   Importance   4.     Educate   Customer   About  Their   Needs   5.     Show  How   Your  Solu8on   Meets  Their   Reqs   Sales   role   Domain  Expert   Strategic  Orchestrator   Risk  Alleviator   Sales   phase  
  • 14. aiim.org   ©  AIIM  2013   Engage  and  educate  buyers  early  in  the  buying  cycle   Conclusions for Sales Professionals? • Turn  sales  professionals  into  domain  experts   – The  entry-­‐level  should  be  the  AIIM  ECM  Prac88oner   program  and  examina8on  www.aiim.org/training     – Start  the  journey  towards  the  Cer8fied  Informa8on   Professional  designa8on  www.aiim.org/cer8fica8on     • Provide  customers  with  new  and  unique  insights     – Leverage  AIIM  research  to  engage  customers   www.aiim.org/research     – Use  AIIM  Sales  Enablement  training  for  proac8ve   solu8on  selling  www.aiim.org/training    
  • 15. aiim.org   ©  AIIM  2013   Feedback   “Kofax  uses  AIIM  as  a  strategic  partner  for  assessing  the  market,  crea8ng  customer-­‐facing  content   and  engaging  prospec8ve  and  exis8ng  users  of  content  technologies  and  solu8ons  worldwide.  As  the   market  moves  towards  smart  process  and  content  solu8ons,  it  is  essen8al  that  we  be  closely   associated  with  the  opinion  leaders  in  the  area  of  content  and  related  systems  of  engagement.   AIIM’s  staff  provide  us  with  that  insight,  and  their  programs  support  our  corporate  and  product   strategy”.  Martyn  Chris6an,  Chief  Marke6ng  Officer,  Kofax,  Inc.   "AIIM  has  a  unique  perspec8ve  on  all  things  Content.  Technology,  trends  and  customer  adop8on   paPerns  are  changing  so  rapidly  that  it  is  becoming  impossible  to  keep  on  top  of  what  is  important   to  us  -­‐  how  will  our  customers  adopt  new  technology  in  applying  content  to  their  business.  AIIM  has   the  community  reach,  interac8on  with  vendors  and  ability  to  ask  the  ques8ons  that  maPer,  which   has  allowed  us  to  understand  how  content  will  be  deployed,  who  will  be  responsible  and  how  does  it   apply  to  cri8cal  business  processes  in  the  enterprise.  No  one  else  has  been  able  to  provide  this   industry  perspec8ve”.  John  Newton,  Chairman  and  CTO,  Alfresco     “AIIM  is  a  highly  respected  leading  source  of  informa8on  and  a  great  organisa8on  that  can  be  used   to  build  out  your  network  in  the  informa8on  management  space.  Workshare  relies  on  AIIM  for   qualita8ve  and  quan8ta8ve  data  on  trends  in  the  market  based  on  comprehensive  research  among   end  users  that  we  know  we  can  trust.  The  AIIM  event  series  con8nues  to  help  us  build  a  tangible   sales  funnel  as  it  is  aPended  by  end  users  that  are  looking  for  solu8ons,  advice  and  best  prac8ces.”   Ali  Moinuddin,  CMO,  WorkShare  
  • 16. aiim.org   ©  AIIM  2013   Want  more  informa6on?   §  For  North  America:   §  Joe  Ryan  at  jryan@aiim.org   §  Amy  Michalski  at  amichalski@aiim.org     §  For  Europe:   §  Chris  Fenton  at  cfenton@aiim.org         "If  you  work  with  your  organiza8on’s   informa8on  or  collabora8on  resources   and  technologies,  you’ll  surely  find  AIIM  a   treasure  trove  of  resources."   Andrew  McAfee,  Professor  and  author,   Enterprise  2.0  and  Race  Against  the   Machine