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SalesFUSION Webinar - Marketing automation and SalesLogix CRM – Closing the loop
What we’ll cover today
• State of b2b lead gen in 2012• A marketing automation primer• Defining a lead to revenue management model for your
company• Integrating marketing automation with CRM• Live Case Study – Realityworks• Key metrics and programs• Roles and responsibilities of marketing & sales• Movement towards data-driven sales
About SalesFUSION
• SaaS Marketing Application• HQ – Atlanta, GA – Sales Offices in Philadelphia, PA• Provide all b2b marketing functionality in a single app• Focus on integrating Marketing and Sales (CRM)• Only solution built on a CRM database• Sage ISV Partner • Integrate with both Sage CRM/ Sage SalesLogix
See us at Booth 1025 At Sage Summit
Lead to revenue management is
• Process and technology combined• Collaboration between marketing and sales• Analytics to track the revenue output of campaigns• Data-driven sales • Data-driven marketing• Technology integration between marketing and sales
Lead to revenue management is the byproduct of integration between marketing and sales technologies
Marketing Automation Primer
Marketing automation is NOT the ability to mass email from CRM
•Multichannel campaigns – email, web, social•Outbound & Inbound •Manages the lifecycle of the lead from capture to closure•Enriches CRM with marketing intelligence
Yeah! I can send an email
campaign from CRM!!!!!!
Marketing Automation Primer
Enabling technologies in MA Software
•Multifunctional platform includes – email, landing pages, lead scoring & mgt, website tracking, event management, web-based marketing programs….•Drip & Nurture-based programs•Lead Management •Website Management•Online programs management – inbound and outbound
Lead to revenue starts with lead generation
Stages of lead to revenue management
• Demand generation • Lead capture• Lead scoring• Lead routing• Lead tracking• ROI Analysis
Programs – Inbound/outbound Landing pages, website, social Behavior & demographics Sales assignment, geos & roles Connection between campaigns/leads Opportunity linked to lead to campaigns
Demand & lead generation
Where are leads originating from in 2011 – 2012 (projected) Estimates based on multiple sources/research analysts – represent averages
•Referrals/Personal connections = 30-40%•Corporate Website = 20-25%•Email marketing – 10-15%•Advertising = 6-9%•Social Media = 1-3%•Other (includes cold calling) = 10-12%
What’s working in 2012 and beyond?In 2011, only four tactics were considered “very effective” by 20% or more of the audience:•Website design, management and optimization•Search engine optimization•Email marketing•Trade shows
Lead to revenue management
Facilitated and optimized using nurture-based programs
•Drip & Trigger-based email campaigns•Personalized, reactive campaigns •Behavioral segmentation•Content-driven
FORRESTER’S MARKETING AUTOMATION MATURITY MODELOctober 2010 “B2B CMOs: Make Marketing Automation A Catalyst For Alignment With Sales”
What type of b2b marketer do you want to be???
Source: Forrester Research-October 2006, “Improving B2B Lead Management” report
Fundamental issues with lead to revenue managementOften caused by mis-matched technology and poor process planning
Marketing’s Role• Identify leads• Generate leads• Execute campaigns• Pre-qualify leads• Nurture leads• Re-Market stale sales leads
Sales’ Role• Complete lead qualification• Present and propose solutions• Propose pricing• Execute contracts• Close business• Cross-sell
• Changing traditional roles• Inside sales is no longer a sales function• Skill-sets for inside sales are changing• Marketing – ½ Focus on brand & ½ Focus on Upper
Funnel Development
Marketing & Sales Roles in lead to revenue management
Beginning the journey to lead to sales revenue management…
• Marketing – focus on upper-funnel development using all available channels, techniques and communication mediums
• Telesales – triage, manage, respond and advance inbound leads
• Sales – focus on closing business
Case Study in MA/CRM Integration
• Innovative technology manufacturer• Experiential learning technology for
Healthcare & family programs• Technology used in a variety of settings• Child care worker training, business and
marketing education, entrepreneurship training, nursing training, career exploration
• Jennifer Widholm – Marketing Communications Coordinator
The situation
• SalesLogix/SwiftPage User• Struggled to easily create HTML Templates• No easy access of CTR/Open Rates at the
contact level in CRM• Limited capability to easily create, deploy
and track lead capture forms• No website browsing history or activity
available for leads/contacts/accounts
The Solution
• Implemented SalesFUSION360 for Sage SalesLogix
• Integrated email marketing, web tracking and marketing automation solution
• Ability to see all marketing interactions in the contact/lead records in SLX
• Integration is pre-built and company-developed and supported
Key Marketing/Sales Processes
• Rapid deployment of HTML email templates• Email campaigns tied to landing pages/forms
on the site• Information from forms auto-populates CRM • Captured leads are routed the internal sales
team• Lead Scoring is used inside of SLX to build
sales team groups of hottest leads based on lead scoring profile
• Sales can focus on contacting the most qualified leads first
Tangible Benefits
• Leads are responded to more quickly and efficiently
• Leads are pre-qualified using activity-based scoring model
• Lead routing and activity tracking takes the guesswork out of which leads should be in CRM
• Cleaner CRM system• Better communication & planning between
marketing & sales• Better accountability on all sides in the lead
gen process
Defining your lead to revenue management model
• Target markets• Generating demand & awareness (programs)• Verticals, geos, sales roles• Defining MQL (marketing qualified lead) vs SQL (sales
qualified lead)• Refine the initial scoring model• Define routing rules• Define success metrics• Test over 90-days & adjust
Data-Driven Telesales
• Telesales with the power of Marketing intelligence, useful sales data and rational workflow
• Best chance for connection with prospects
• Calls transformed from “Taking” to “Offering”
• Stigma of cold calling is eliminated• Empowered telesales personnel
perform better
What does this look like in SalesLogix?What is it? Web visitor tracking is a newer type of web analytics that captures, alerts and routes website leads based on rules.
What does this look like in CRM?
• Brief demo – lead scoring• Brief demo – data-driven sales in CRM• Brief demo – lead to revenue reporting
The importance of marketing automation tools
• Provides a mechanism for real-time lead monitoring• Reduces lead response time• Allows for enrollment in pre-defined trigger
campaigns• Increases touches in first 30-days following initial
inquiry• Allows for research and appending of data through
sources such as Jigsaw• Alerting via email ensures leads are touched quickly
How important is this to your upper funnel success?
According to Aberdeen, who tracks the performance of “Best Practice” organizations utilizing marketing automation tied to CRM/Sales….
•Inside sales achieves quote 11% more when marketing automation is deployed•Lead conversions (to opportunities) increased by 7%•Inside sales make an additional 7-9 connects per day•Overall sales team quota achievement is higher by nearly 3%•Company revenue is higher by over 3%
Questions?Questions?• Schedule a demonstration of SalesFUSION • Learn more www.salesfusion.com
We Provide a complete MA Solution at an affordable price• Enterprise b2b marketing• Advanced email marketing• Lead scoring• CRM integration – Saleslogix 7.5.2 and up• Web visitor tracking• Dialogs, forms, landing pages• Social media marketing• Event management