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Optimize Your Marketing Automation Engine
© Copyright ShowMeLeads Inc.© Copyright ShowMeLeads Inc.
“The Art and Science of
Demand and Lead
Generation”
March 10, 2015
Presented for: Silicon Valley CEO Forum
Optimize Your Marketing Automation Engine
© Copyright ShowMeLeads Inc.
About ShowMeLeads
ShowMeLeads Inc. is a Global CRM and Marketing Automation Consulting firm that
helps companies to build predictable pipelines and improve revenue faster by
implementing best practices. We combine in-depth marketing knowledge and
experience with visionary technological expertise to help companies deploy CRM
systems and Marketing Automation systems like Eloqua, Pardot,HubSpot,ActOn,
Marketo, Exact Target and SalesForce.
Optimize Your Marketing Automation Engine
© Copyright ShowMeLeads Inc.
Show Me Lead Services
• Demand Generation Strategy
• Marketing Automation-Extended Management
Services
• Email Marketing
• Marketing Sales Alignment
• Responsive Website Development
• CRM/SFDC Services
Optimize Your Marketing Automation Engine
© Copyright ShowMeLeads Inc.
Some of our Customers
Optimize Your Marketing Automation Engine
© Copyright ShowMeLeads Inc.
Our Methodology
Optimize Your Marketing Automation Engine
© Copyright ShowMeLeads Inc.
Optimize Your Marketing Automation Engine
© Copyright ShowMeLeads Inc.
Demand generation is the process of creating and/or boosting
awareness of a particular company or product with the intention of
increasing leads
VS
Lead generation is the process of collecting actual leads directly
from consumers or client prospects and using those leads to boost
revenue.
Difference between the two
Optimize Your Marketing Automation Engine
© Copyright ShowMeLeads Inc.
• Brand Awareness
• Online Marketing
• Inbound Marketing
• Outbound Marketing
• Lead Nurturing
• Lead Scoring
• New Leads/Prospects/Customers
• Increase in Revenue
CurrentChallenges
Optimize Your Marketing Automation Engine
© Copyright ShowMeLeads Inc.
Demand Generation- How to get started?
Unlike traditional programs that throw any lead over the wall to
sales, demand generation involves:
• Qualifying and prioritizing prospects.
• Nurturing a steady crop of qualified leads that want to engage
with sales.
• Aligning marketing with sales
• Measuring and optimizing the results over time.
Optimize Your Marketing Automation Engine
© Copyright ShowMeLeads Inc.
Demand Generation- How to get started?
“Journey of the Lead
from Prospect to
Customer”
Optimize Your Marketing Automation Engine
© Copyright ShowMeLeads Inc.
FUNNEL
Optimize Your Marketing Automation Engine
© Copyright ShowMeLeads Inc.
Top of the Funnel
Awareness and Education
Optimize Your Marketing Automation Engine
© Copyright ShowMeLeads Inc.
Optimize Your Marketing Automation Engine
© Copyright ShowMeLeads Inc.
Middle of the Funnel
The middle of the funnel will be reached by taking those folks who are getting
educated, and seeing you as a resource, and getting them to fill out a form. Once
they fill out a form and go from a random visitor to an actual lead, you can
nurture them with the proper segmented content. Once they start to view more
pages and download multiple resources, you can offer them "meatier" content.
This content could include things like case studies, company assessments and
any content that helps you become the thought leader for them.
Marketing Automation Platform(Marketo/ActOn etc)
Lead
Scoring
Lead
Nurturing
Outbound
Programs
Inbound
Marketing
Optimize Your Marketing Automation Engine
© Copyright ShowMeLeads Inc.
Bottom of the Funnel
• Build Business with Loyalty Rewards
• Lead Management Process
• Invest in Sales Tool to track Sales follow up
• Conversion and Retention Programs
Sales and Marketing Automation Platform
Feedback to
Marketing
Retention
/Promotion
Programs
Track the
sources
Optimize Your Marketing Automation Engine
© Copyright ShowMeLeads Inc.
Demand Generation Path
TOFU
MOFU
BOFU
Optimize Your Marketing Automation Engine
© Copyright ShowMeLeads Inc.
Demand Generation Revenue Funnel
Optimize Your Marketing Automation Engine
© Copyright ShowMeLeads Inc.
Industry Example: Sirius Decisions
Demand Waterfall
Schematic that depicts a shared view between marketing
and sales of net new business health. There are five stages
in the waterfall, including
Inquiry A raw response to a marketing tactic; a hand raised by a
prospect.
Marketing Qualified Lead (MQL)
A lead has been deemed worthy of handoff to sales.
Characteristics may or may not include attributes such as
demographics or activity and/or an assessment of the
viability of the prospect as an opportunity.
Sales Accepted Lead (SAL)
An acknowledgement by sales that they have received the
MQL and that it meets agreed-upon criteria; as a result,
Sales will act on it within a previously agreed upon
timeframe.
Sales Qualified Lead (SQL)
The decision from sales, after a series of interactions
(phone, Web or in-person), that an opportunity with a dollar
value and a timeframe exists.
Closed/Won Business
A deal that has been approved by a customer as a
commitment to purchase.
Optimize Your Marketing Automation Engine
© Copyright ShowMeLeads Inc.
Marketing’s Impact on Revenue
Questions Revenue Cycle Analytics Helps You Answer
Lead Generation:
How many new leads
generated from last
month?
Lead Generation
How many
marketing qualified
leads for a given
period?
Program
Effectiveness:
Which programs
move leads faster?
Speed: What is the
average “revenue
cycle” time across
stages?
Conversion: What is
the conversion ratio
from stage to stage?
Trending up or down?
Lead Count: How many
leads in each stage?
Vary by types of lead?
Marketing
Qualified
Phase
Sales
Accepted
Phase
Sales
Qualified
Phase
Pre-Marketing
Qualified Phase
Optimize Your Marketing Automation Engine
© Copyright ShowMeLeads Inc.
Reports and Analytics
Inquiry
Create Leads fill
funnel
Prospect
Fit
Marketing Qualified Leads
Interested
Opportunity
Converted
Closed
Evaluate and Optimize
Demand Generation Funnel
Nurture Content Emails
Targeted
Programs
Sales Lead
Closed Won Closed Lost
Sales Leads
Sales Accepted
List SFDC Forms Inbound Calls(telemarketing) LCS(Manual)
Nurture Content Emails
Targeted
Programs
Opportunity
Optimize Your Marketing Automation Engine
© Copyright ShowMeLeads Inc.
• It maintains a centralized data: A place for all your marketing data, including
detailed prospect and customer interactions and behaviors, so you can segment and target
the right message to each customer. Think of this as “system of record” for all your marketing
information.
• A relationship marketing engine: An environment for the creation,
management and automation of marketing processes and conversations across online and
offline channels. Think of this as the "orchestra conductor" for your customer interactions
• An analytics engine: A way to test, measure, and optimize marketing ROI and
impact on revenue. Think of this as the place you go to understand what worked, what
didn’t, and where you can improve.
How do we automate?
Marketing Automation
Optimize Your Marketing Automation Engine
© Copyright ShowMeLeads Inc.
What is Marketing Automation?
Marketing automation refers to software platforms and technologies designed for
marketing departments and organizations to more effectively market on multiple
channels online (such as email, social media, websites, etc.) and automate repetitive
tasks. Marketing departments, consultants and part-time marketing employees benefit by
specifying criteria and outcomes for tasks and processes which are then interpreted,
stored and executed by software, which increases efficiency and reduces human error.
Originally focused on email marketing automation, marketing automation refers to a
broad range of automation and analytic tools for marketing[1] especially inbound
marketing. Marketing Automation platforms are used as a hosted or web-based solution,
and no software installation is required by a customer.
The use of a marketing automation platform is to streamline sales and marketing
organizations by replacing high-touch, repetitive manual processes with automated
solutions.
From Wikipedia
Optimize Your Marketing Automation Engine
© Copyright ShowMeLeads Inc.
Sales tools
Optimize Your Marketing Automation Engine
© Copyright ShowMeLeads Inc.
Are you ready for Marketing Automation?
Disagree Agree
1 2 3 4 5
Our revenue process is complicated. It involves multiple touches from Marketing
and/or Sales.
We target sophisticated buyers who do a lot of research before they engage with us.
Our company requires more insight into the exact value that ourMarketing programs
deliver, so we can quantify our investment.
Our customer base out-sizes our Sales team (assuming you haveone), so we lack direct
personal relationships with all of our customers and prospects.
It would be impossible to personally call every potential customer or new lead that we
generate.
Many of our new leads aren’t yet ready to buy from us. They require nurturing.
We would improve our sales results if Marketing played a bigger rolein our revenue
process, particularly as it applies to nurturing relationships with target early stage
prospects.
We already use most, or all, of the capabilities of our current email marketing service
provider.
Data drives almost every decision that our marketing team makes.
Our marketing team is generating (or has specific plans to generate) significant
amounts of personalized content for our target prospect
Factor
Optimize Your Marketing Automation Engine
© Copyright ShowMeLeads Inc.
SUCCESS PATH
FOUNDATION
• Basic Lead Scoring
• Programs and Campaign
• Forms for inbound
Campaigns
• Outbound Campaigns
TRANSFORM
• Lead Nurturing
• Advance Lead Scoring
• Lead Lifecycle
• Data Management
• Revenue Performance
Management Measurements
• Event Management
• Social Media Integration
• Sales insight
ENRICH
• Advance Lead Nurturing
• Advance Segmentation Snippets
• Sales and Marketing Alignment
• Reporting and Analytics
• Metrics that Matter
Sample Marketo Success Path
Optimize Your Marketing Automation Engine
© Copyright ShowMeLeads Inc.
Getting Started!
Optimize Your Marketing Automation Engine
© Copyright ShowMeLeads Inc.
Who is your Target Audience?
Optimize Your Marketing Automation Engine
© Copyright ShowMeLeads Inc.
About what do they care?
Optimize Your Marketing Automation Engine
© Copyright ShowMeLeads Inc.
Where do we find them?
Optimize Your Marketing Automation Engine
© Copyright ShowMeLeads Inc.
Who or what influences them?
Optimize Your Marketing Automation Engine
© Copyright ShowMeLeads Inc.
How do they want to engage and buy?
Optimize Your Marketing Automation Engine
© Copyright ShowMeLeads Inc.
Create multiple PERSONA’S- but not too many
Optimize Your Marketing Automation Engine
© Copyright ShowMeLeads Inc.
Nurturing- Content Strategy
• Product
Leadership/
Innovation
• Business Value
Propositions
• Analyst Reports
• ROI
• Customer
References
• Customer
Testimonials
• 3rd Party
Validation
PERSONA:
Strategic
JOB TITLE:
• CEO
• How is it going to add value to my business
• How is it going to help me meet y business objectives
• Looking for measureable value/ROI
Motivations
Content
Consumed
Buying
Cycle Stage
Webinars +
White papers
White papers
Content
Format
Tools Videos +
Documents
Optimize Your Marketing Automation Engine
© Copyright ShowMeLeads Inc.
Channels to reach your Target Audience
• SEO
• Social Media
• Paid Search
• Email Marketing
• Website
• E-mail marketing
• Direct marketing
• Events
• Online(Virtual)
• Real in person(Tradeshow)
• Advertising
Optimize Your Marketing Automation Engine
© Copyright ShowMeLeads Inc.
ROI for each tactics
Optimize Your Marketing Automation Engine
© Copyright ShowMeLeads Inc.
Thank you!
Services@ShowMeLeads.com

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Art of demand and lead generation

  • 1. Optimize Your Marketing Automation Engine © Copyright ShowMeLeads Inc.© Copyright ShowMeLeads Inc. “The Art and Science of Demand and Lead Generation” March 10, 2015 Presented for: Silicon Valley CEO Forum
  • 2. Optimize Your Marketing Automation Engine © Copyright ShowMeLeads Inc. About ShowMeLeads ShowMeLeads Inc. is a Global CRM and Marketing Automation Consulting firm that helps companies to build predictable pipelines and improve revenue faster by implementing best practices. We combine in-depth marketing knowledge and experience with visionary technological expertise to help companies deploy CRM systems and Marketing Automation systems like Eloqua, Pardot,HubSpot,ActOn, Marketo, Exact Target and SalesForce.
  • 3. Optimize Your Marketing Automation Engine © Copyright ShowMeLeads Inc. Show Me Lead Services • Demand Generation Strategy • Marketing Automation-Extended Management Services • Email Marketing • Marketing Sales Alignment • Responsive Website Development • CRM/SFDC Services
  • 4. Optimize Your Marketing Automation Engine © Copyright ShowMeLeads Inc. Some of our Customers
  • 5. Optimize Your Marketing Automation Engine © Copyright ShowMeLeads Inc. Our Methodology
  • 6. Optimize Your Marketing Automation Engine © Copyright ShowMeLeads Inc.
  • 7. Optimize Your Marketing Automation Engine © Copyright ShowMeLeads Inc. Demand generation is the process of creating and/or boosting awareness of a particular company or product with the intention of increasing leads VS Lead generation is the process of collecting actual leads directly from consumers or client prospects and using those leads to boost revenue. Difference between the two
  • 8. Optimize Your Marketing Automation Engine © Copyright ShowMeLeads Inc. • Brand Awareness • Online Marketing • Inbound Marketing • Outbound Marketing • Lead Nurturing • Lead Scoring • New Leads/Prospects/Customers • Increase in Revenue CurrentChallenges
  • 9. Optimize Your Marketing Automation Engine © Copyright ShowMeLeads Inc. Demand Generation- How to get started? Unlike traditional programs that throw any lead over the wall to sales, demand generation involves: • Qualifying and prioritizing prospects. • Nurturing a steady crop of qualified leads that want to engage with sales. • Aligning marketing with sales • Measuring and optimizing the results over time.
  • 10. Optimize Your Marketing Automation Engine © Copyright ShowMeLeads Inc. Demand Generation- How to get started? “Journey of the Lead from Prospect to Customer”
  • 11. Optimize Your Marketing Automation Engine © Copyright ShowMeLeads Inc. FUNNEL
  • 12. Optimize Your Marketing Automation Engine © Copyright ShowMeLeads Inc. Top of the Funnel Awareness and Education
  • 13. Optimize Your Marketing Automation Engine © Copyright ShowMeLeads Inc.
  • 14. Optimize Your Marketing Automation Engine © Copyright ShowMeLeads Inc. Middle of the Funnel The middle of the funnel will be reached by taking those folks who are getting educated, and seeing you as a resource, and getting them to fill out a form. Once they fill out a form and go from a random visitor to an actual lead, you can nurture them with the proper segmented content. Once they start to view more pages and download multiple resources, you can offer them "meatier" content. This content could include things like case studies, company assessments and any content that helps you become the thought leader for them. Marketing Automation Platform(Marketo/ActOn etc) Lead Scoring Lead Nurturing Outbound Programs Inbound Marketing
  • 15. Optimize Your Marketing Automation Engine © Copyright ShowMeLeads Inc. Bottom of the Funnel • Build Business with Loyalty Rewards • Lead Management Process • Invest in Sales Tool to track Sales follow up • Conversion and Retention Programs Sales and Marketing Automation Platform Feedback to Marketing Retention /Promotion Programs Track the sources
  • 16. Optimize Your Marketing Automation Engine © Copyright ShowMeLeads Inc. Demand Generation Path TOFU MOFU BOFU
  • 17. Optimize Your Marketing Automation Engine © Copyright ShowMeLeads Inc. Demand Generation Revenue Funnel
  • 18. Optimize Your Marketing Automation Engine © Copyright ShowMeLeads Inc. Industry Example: Sirius Decisions Demand Waterfall Schematic that depicts a shared view between marketing and sales of net new business health. There are five stages in the waterfall, including Inquiry A raw response to a marketing tactic; a hand raised by a prospect. Marketing Qualified Lead (MQL) A lead has been deemed worthy of handoff to sales. Characteristics may or may not include attributes such as demographics or activity and/or an assessment of the viability of the prospect as an opportunity. Sales Accepted Lead (SAL) An acknowledgement by sales that they have received the MQL and that it meets agreed-upon criteria; as a result, Sales will act on it within a previously agreed upon timeframe. Sales Qualified Lead (SQL) The decision from sales, after a series of interactions (phone, Web or in-person), that an opportunity with a dollar value and a timeframe exists. Closed/Won Business A deal that has been approved by a customer as a commitment to purchase.
  • 19. Optimize Your Marketing Automation Engine © Copyright ShowMeLeads Inc. Marketing’s Impact on Revenue Questions Revenue Cycle Analytics Helps You Answer Lead Generation: How many new leads generated from last month? Lead Generation How many marketing qualified leads for a given period? Program Effectiveness: Which programs move leads faster? Speed: What is the average “revenue cycle” time across stages? Conversion: What is the conversion ratio from stage to stage? Trending up or down? Lead Count: How many leads in each stage? Vary by types of lead? Marketing Qualified Phase Sales Accepted Phase Sales Qualified Phase Pre-Marketing Qualified Phase
  • 20. Optimize Your Marketing Automation Engine © Copyright ShowMeLeads Inc. Reports and Analytics Inquiry Create Leads fill funnel Prospect Fit Marketing Qualified Leads Interested Opportunity Converted Closed Evaluate and Optimize Demand Generation Funnel Nurture Content Emails Targeted Programs Sales Lead Closed Won Closed Lost Sales Leads Sales Accepted List SFDC Forms Inbound Calls(telemarketing) LCS(Manual) Nurture Content Emails Targeted Programs Opportunity
  • 21. Optimize Your Marketing Automation Engine © Copyright ShowMeLeads Inc. • It maintains a centralized data: A place for all your marketing data, including detailed prospect and customer interactions and behaviors, so you can segment and target the right message to each customer. Think of this as “system of record” for all your marketing information. • A relationship marketing engine: An environment for the creation, management and automation of marketing processes and conversations across online and offline channels. Think of this as the "orchestra conductor" for your customer interactions • An analytics engine: A way to test, measure, and optimize marketing ROI and impact on revenue. Think of this as the place you go to understand what worked, what didn’t, and where you can improve. How do we automate? Marketing Automation
  • 22. Optimize Your Marketing Automation Engine © Copyright ShowMeLeads Inc. What is Marketing Automation? Marketing automation refers to software platforms and technologies designed for marketing departments and organizations to more effectively market on multiple channels online (such as email, social media, websites, etc.) and automate repetitive tasks. Marketing departments, consultants and part-time marketing employees benefit by specifying criteria and outcomes for tasks and processes which are then interpreted, stored and executed by software, which increases efficiency and reduces human error. Originally focused on email marketing automation, marketing automation refers to a broad range of automation and analytic tools for marketing[1] especially inbound marketing. Marketing Automation platforms are used as a hosted or web-based solution, and no software installation is required by a customer. The use of a marketing automation platform is to streamline sales and marketing organizations by replacing high-touch, repetitive manual processes with automated solutions. From Wikipedia
  • 23. Optimize Your Marketing Automation Engine © Copyright ShowMeLeads Inc. Sales tools
  • 24. Optimize Your Marketing Automation Engine © Copyright ShowMeLeads Inc. Are you ready for Marketing Automation? Disagree Agree 1 2 3 4 5 Our revenue process is complicated. It involves multiple touches from Marketing and/or Sales. We target sophisticated buyers who do a lot of research before they engage with us. Our company requires more insight into the exact value that ourMarketing programs deliver, so we can quantify our investment. Our customer base out-sizes our Sales team (assuming you haveone), so we lack direct personal relationships with all of our customers and prospects. It would be impossible to personally call every potential customer or new lead that we generate. Many of our new leads aren’t yet ready to buy from us. They require nurturing. We would improve our sales results if Marketing played a bigger rolein our revenue process, particularly as it applies to nurturing relationships with target early stage prospects. We already use most, or all, of the capabilities of our current email marketing service provider. Data drives almost every decision that our marketing team makes. Our marketing team is generating (or has specific plans to generate) significant amounts of personalized content for our target prospect Factor
  • 25. Optimize Your Marketing Automation Engine © Copyright ShowMeLeads Inc. SUCCESS PATH FOUNDATION • Basic Lead Scoring • Programs and Campaign • Forms for inbound Campaigns • Outbound Campaigns TRANSFORM • Lead Nurturing • Advance Lead Scoring • Lead Lifecycle • Data Management • Revenue Performance Management Measurements • Event Management • Social Media Integration • Sales insight ENRICH • Advance Lead Nurturing • Advance Segmentation Snippets • Sales and Marketing Alignment • Reporting and Analytics • Metrics that Matter Sample Marketo Success Path
  • 26. Optimize Your Marketing Automation Engine © Copyright ShowMeLeads Inc. Getting Started!
  • 27. Optimize Your Marketing Automation Engine © Copyright ShowMeLeads Inc. Who is your Target Audience?
  • 28. Optimize Your Marketing Automation Engine © Copyright ShowMeLeads Inc. About what do they care?
  • 29. Optimize Your Marketing Automation Engine © Copyright ShowMeLeads Inc. Where do we find them?
  • 30. Optimize Your Marketing Automation Engine © Copyright ShowMeLeads Inc. Who or what influences them?
  • 31. Optimize Your Marketing Automation Engine © Copyright ShowMeLeads Inc. How do they want to engage and buy?
  • 32. Optimize Your Marketing Automation Engine © Copyright ShowMeLeads Inc. Create multiple PERSONA’S- but not too many
  • 33. Optimize Your Marketing Automation Engine © Copyright ShowMeLeads Inc. Nurturing- Content Strategy • Product Leadership/ Innovation • Business Value Propositions • Analyst Reports • ROI • Customer References • Customer Testimonials • 3rd Party Validation PERSONA: Strategic JOB TITLE: • CEO • How is it going to add value to my business • How is it going to help me meet y business objectives • Looking for measureable value/ROI Motivations Content Consumed Buying Cycle Stage Webinars + White papers White papers Content Format Tools Videos + Documents
  • 34. Optimize Your Marketing Automation Engine © Copyright ShowMeLeads Inc. Channels to reach your Target Audience • SEO • Social Media • Paid Search • Email Marketing • Website • E-mail marketing • Direct marketing • Events • Online(Virtual) • Real in person(Tradeshow) • Advertising
  • 35. Optimize Your Marketing Automation Engine © Copyright ShowMeLeads Inc. ROI for each tactics
  • 36. Optimize Your Marketing Automation Engine © Copyright ShowMeLeads Inc. Thank you! Services@ShowMeLeads.com

Notas del editor

  1. Marketing’s Impact on Revenue A Revenue Cycle Model sets up the foundation for accurate analytics over time. Sample questions that a Revenue Cycle Analytics helps answer: Lead Generation: How many people entered each stage in a given period (e.g. how many new prospects last month? How many marketing qualified leads last week?) Are these trending up or down? Lead Counts: How many people are in each stage of the pipeline? How many accounts? How does that vary by type of lead? Are the balances going up or down over time? Conversion: What is the conversion ration from stage to stage? Which types of leads have the best conversion rate? Are any conversion rates trending up or down over time? Speed: What is the average “revenue cycle” time? How does it break down by stage? Do certain types of leads move faster through the pipeline? How are the speeds changing over time? Program Effectiveness: For each marketing program, how many people responded and what stage are they in now? Which marketing programs help prospects move faster through the funnel? Cost: What is the cost per lead for each stage? Are these costs going up or down? Do certain types of leads or programs generate lower cost but higher quality leads?
  2. [Add Presentation Title: Insert tab > Header & Footer > Notes and Handouts]