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Yardley Products
Pardot Case Study
   October 25, 2012



          #WEBCENTRIC	
  
ABOUT US

   MORE THAN A DIGITAL AGENCY
   It's what makes us different. Strategy, marketing,
   creative, and technology rooted in our
   WebCentric™ approach helps our clients build
   stronger brands, visibility, and drive
   measureable results.

   •      Founded in 1997
   •      Located Bethlehem, PA between PHL and
          NYC
   •      B2B, Technology and Industrial clients
   •      Follow @m3tter



11/1/12                                         #WEBCENTRIC          2
ABOUT THE CLIENT
ABOUT YARDLEY PRODUCTS
   TYPICAL PARDOT CANDIDATE?

   •      Industrial manufacturer of threaded metal
          insert fasteners
   •      ~$10 million per year in revenue
   •      ONE full-time, in-house sales consultant
   •      ONE senior-level sales and
          marketing executive
   •      Six mfgrs. reps in U.S. and Canada
   •      Ecommerce enabled website

11/1/12                                 #WEBCENTRIC        4
ABOUT YARDLEY PRODUCTS
   PARDOT HELPED US TO THINK ABOUT:

   •      All of the many moving pieces of the sales and
          marketing process
   •      Getting marketers, sales, and execs involved
          involved in developing strategies
   •      How to begin to make big changes within an
          organization
   •      Planning for farther integration and future
          campaigns – measure, evolve, mature


11/1/12                                 #WEBCENTRIC        5
OPPORTUNITIES & CHALLENGES
U/X & Branding	
     #WEBCENTRIC	
  
                               7
U/X and Branding	
     #WEBCENTRIC	
  
                                 8
Inbound Traffic to Top of Funnel	
     #WEBCENTRIC	
  
                                                 9
ECOMMERCE 	
     #WEBCENTRIC	
  
                          10
Closing the Loop	
     #WEBCENTRIC	
  
                                11
Opps for Content, Engagement, Conversion	
     #WEBCENTRIC	
  
                                                        12
PARDOT & THE SOLUTION
WHY PARDOT?
   •  TIMING
          o    Rebrand, redesign, assessments
          o    Make a sizable shift in processes
          o    We saw opps throughout the funnel that
               Pardot helped address

   •  PRICE
          o    Fit budget for redesign and increased
               inbound

   •  SUPPORT
          o    Flexible – Customizable
          o    Sales, marketing, and tech consulting




11/1/12                                             #WEBCENTRIC             14
U/X & DESIGN
   PARDOT HELPED US TO THINK ABOUT:

   •      Opportunities in flow for CTA and micro conversions
          to ID visitors as prospects

   •      How we could gain persona insights based on visitor
          engagement and flow – use to
          establish nurturing

   •      Where Pardot could be used for forms,
          landing pages, and content delivery
11/1/12                                #WEBCENTRIC                         15
U/X & Rebrand	
     #WEBCENTRIC	
  
                             16
User Flow & Process	
     #WEBCENTRIC	
  
                                   17
RESULT: Indicators point to use of split nav
        Phone support is down
U/X Results	
     #WEBCENTRIC	
  
                           19
Converting Visitors into Prospects

   PRODUCT SAMPLE REQUEST (PSR):

   •      Emphasized PSR through revised U/X
          and design
   •      Pardot allowed us to:
           –    Build a form with custom fields
           –    ID visitors as a prospects
           –    Assign the prospect to a sales rep
           –    Qualify, score, and begin lead nurturing
   •      Manually import PSR from 3rd party
          shopping cart

11/1/12                                       #WEBCENTRIC                        20
Pardot Helping Convert Visitors to Prospects	
     #WEBCENTRIC	
  
                                                            21
RESULTS: 10% submission rate with 1/3 close rate
        74 online sample requests since 9/1/12
LEAD NURTURING
   RFQ SURVEY EMAIL:

   •      Follow up survey is sent to prospects 2
          weeks after an RFQ is fulfilled.
   •      Landing pages for each unique survey
          response/link in the email – no survey tool in
          Pardot
   •      The questions are mapped to custom fields
          for prospects
   •      When the prospect takes action and
          responds, their history is associated

11/1/12                                  #WEBCENTRIC                    23
Pardot Helping With Lead Nurturing	
     #WEBCENTRIC	
  
                                                  24
RESULT: 35% to 50% CTR on survey
        25% response rate
Closing the Loop
   MAP VISITOR-TO-PROSPECT & CAMPAIGN FLOW TO ENSURE:

   •      Prospects are assigned and reps are alerted
   •      Visitor insights are delivered to
          appropriate reps
   •      Actions and triggers for automation rules
          and drip campaigns are visualized
   •      Convey strategies and tactics visually
          and train the client
   •      ID gaps and opportunities in process
          and tracking
11/1/12                                #WEBCENTRIC                    26
Pardot Helping to Close the Loop	
     #WEBCENTRIC	
  
                                                27
Pardot Helping to Close the Loop	
     #WEBCENTRIC	
  
                                                28
RESULTS:
 Defined sales flows and process
   Reduced lag in RFQ follow up
Extended conversation w/Prospects
MEASUREMENT
   MAP VISITOR-TO-PROSPECT & CAMPAIGN FLOW TO ENSURE:

   •      Prospects are assigned and reps are alerted
   •      Visitor insights are delivered to
          appropriate reps
   •      Actions and triggers for automation rules
          and drip campaigns are visualized
   •      Convey strategies and tactics visually
          and train the client
   •      ID gaps and opportunities in process
          and tracking
11/1/12                                #WEBCENTRIC                30
RESULTS THUS FAR
MORE RESULTS
   WITHIN THE LAST TWO MONTHS:


   •      ~17K prospects being managed in Pardot
   •      Seeing direct orders contributed back to Content Marketing and Drip
          campaigns put in place
   •      Website support phone calls has decreased
   •      Seeing a ~16% submission rate for 2% off drip campaign
   •      94 new prospects converted as a result of Pardot




11/1/12                                #WEBCENTRIC                              32
FUTURE OUTLOOK
   PARDOT HAS PROVIDED A PLATFORM TO BUILD UPON:


   •      Dynamic content integration
   •      Landing pages for PPC and other ad campaigns
   •      Drip campaigns for customer loyalty are helping client understand their
          clients better
   •      Client realizes opportunity to modernize ecommerce and CRM
   •      Deeper integration of measuring ROI and opportunity value




11/1/12                                 #WEBCENTRIC                                 33
THANK YOU!

        Michael Carroll
        @mikejcarrolljr
mcarroll@metterinteractive.com




                         METTERINTERACTIVE.COM

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Yardley Pardot Case Study

  • 1. Yardley Products Pardot Case Study October 25, 2012 #WEBCENTRIC  
  • 2. ABOUT US MORE THAN A DIGITAL AGENCY It's what makes us different. Strategy, marketing, creative, and technology rooted in our WebCentric™ approach helps our clients build stronger brands, visibility, and drive measureable results. •  Founded in 1997 •  Located Bethlehem, PA between PHL and NYC •  B2B, Technology and Industrial clients •  Follow @m3tter 11/1/12 #WEBCENTRIC 2
  • 4. ABOUT YARDLEY PRODUCTS TYPICAL PARDOT CANDIDATE? •  Industrial manufacturer of threaded metal insert fasteners •  ~$10 million per year in revenue •  ONE full-time, in-house sales consultant •  ONE senior-level sales and marketing executive •  Six mfgrs. reps in U.S. and Canada •  Ecommerce enabled website 11/1/12 #WEBCENTRIC 4
  • 5. ABOUT YARDLEY PRODUCTS PARDOT HELPED US TO THINK ABOUT: •  All of the many moving pieces of the sales and marketing process •  Getting marketers, sales, and execs involved involved in developing strategies •  How to begin to make big changes within an organization •  Planning for farther integration and future campaigns – measure, evolve, mature 11/1/12 #WEBCENTRIC 5
  • 7. U/X & Branding   #WEBCENTRIC   7
  • 8. U/X and Branding   #WEBCENTRIC   8
  • 9. Inbound Traffic to Top of Funnel   #WEBCENTRIC   9
  • 10. ECOMMERCE   #WEBCENTRIC   10
  • 11. Closing the Loop   #WEBCENTRIC   11
  • 12. Opps for Content, Engagement, Conversion   #WEBCENTRIC   12
  • 13. PARDOT & THE SOLUTION
  • 14. WHY PARDOT? •  TIMING o  Rebrand, redesign, assessments o  Make a sizable shift in processes o  We saw opps throughout the funnel that Pardot helped address •  PRICE o  Fit budget for redesign and increased inbound •  SUPPORT o  Flexible – Customizable o  Sales, marketing, and tech consulting 11/1/12 #WEBCENTRIC 14
  • 15. U/X & DESIGN PARDOT HELPED US TO THINK ABOUT: •  Opportunities in flow for CTA and micro conversions to ID visitors as prospects •  How we could gain persona insights based on visitor engagement and flow – use to establish nurturing •  Where Pardot could be used for forms, landing pages, and content delivery 11/1/12 #WEBCENTRIC 15
  • 16. U/X & Rebrand   #WEBCENTRIC   16
  • 17. User Flow & Process   #WEBCENTRIC   17
  • 18. RESULT: Indicators point to use of split nav Phone support is down
  • 19. U/X Results   #WEBCENTRIC   19
  • 20. Converting Visitors into Prospects PRODUCT SAMPLE REQUEST (PSR): •  Emphasized PSR through revised U/X and design •  Pardot allowed us to: –  Build a form with custom fields –  ID visitors as a prospects –  Assign the prospect to a sales rep –  Qualify, score, and begin lead nurturing •  Manually import PSR from 3rd party shopping cart 11/1/12 #WEBCENTRIC 20
  • 21. Pardot Helping Convert Visitors to Prospects   #WEBCENTRIC   21
  • 22. RESULTS: 10% submission rate with 1/3 close rate 74 online sample requests since 9/1/12
  • 23. LEAD NURTURING RFQ SURVEY EMAIL: •  Follow up survey is sent to prospects 2 weeks after an RFQ is fulfilled. •  Landing pages for each unique survey response/link in the email – no survey tool in Pardot •  The questions are mapped to custom fields for prospects •  When the prospect takes action and responds, their history is associated 11/1/12 #WEBCENTRIC 23
  • 24. Pardot Helping With Lead Nurturing   #WEBCENTRIC   24
  • 25. RESULT: 35% to 50% CTR on survey 25% response rate
  • 26. Closing the Loop MAP VISITOR-TO-PROSPECT & CAMPAIGN FLOW TO ENSURE: •  Prospects are assigned and reps are alerted •  Visitor insights are delivered to appropriate reps •  Actions and triggers for automation rules and drip campaigns are visualized •  Convey strategies and tactics visually and train the client •  ID gaps and opportunities in process and tracking 11/1/12 #WEBCENTRIC 26
  • 27. Pardot Helping to Close the Loop   #WEBCENTRIC   27
  • 28. Pardot Helping to Close the Loop   #WEBCENTRIC   28
  • 29. RESULTS: Defined sales flows and process Reduced lag in RFQ follow up Extended conversation w/Prospects
  • 30. MEASUREMENT MAP VISITOR-TO-PROSPECT & CAMPAIGN FLOW TO ENSURE: •  Prospects are assigned and reps are alerted •  Visitor insights are delivered to appropriate reps •  Actions and triggers for automation rules and drip campaigns are visualized •  Convey strategies and tactics visually and train the client •  ID gaps and opportunities in process and tracking 11/1/12 #WEBCENTRIC 30
  • 32. MORE RESULTS WITHIN THE LAST TWO MONTHS: •  ~17K prospects being managed in Pardot •  Seeing direct orders contributed back to Content Marketing and Drip campaigns put in place •  Website support phone calls has decreased •  Seeing a ~16% submission rate for 2% off drip campaign •  94 new prospects converted as a result of Pardot 11/1/12 #WEBCENTRIC 32
  • 33. FUTURE OUTLOOK PARDOT HAS PROVIDED A PLATFORM TO BUILD UPON: •  Dynamic content integration •  Landing pages for PPC and other ad campaigns •  Drip campaigns for customer loyalty are helping client understand their clients better •  Client realizes opportunity to modernize ecommerce and CRM •  Deeper integration of measuring ROI and opportunity value 11/1/12 #WEBCENTRIC 33
  • 34. THANK YOU! Michael Carroll @mikejcarrolljr mcarroll@metterinteractive.com METTERINTERACTIVE.COM