Upload
greenrope
View
122
Download
0
Embed Size (px)
Citation preview
Roping In The Green: Success Principles for Making Marketing Automation Work for You
Lars HelgesonFOUNDER, GREENROPE
@LarsHelgeson#LoveYourBusiness
What pain points does CRM & MA address?How can we make this journey more seamless?
What do you want to accomplish
Jot down 3 pain points related to sales & marketing you’re
experiencing within your organization right now.
What do you want to accomplish
Making your culture Data DrivenMoving buyer journeys forward with CRM/MA
Data drives us
What is your purpose?
Define your own company culture. Define your vision.
List three ways you exhibit leadership and drive your culture
How well do you know your customers?Who is our traveler?
PREPARATION IS THE KEY TO SUCCESS
“If I have 6 hours to chop down a tree, I will spend 4 sharpening my axe.” - Abraham Lincoln
Sharpen your axe
MULTI-CHANNEL WORLDFrom sales to marketing to customer service. Integrated processes mean better customer experience.
Business as usual
BREAK DOWN COMPLEX SYSTEMSINTO SIMPLER REQUIREMENTS
& FUNCTIONS
Ticketing Ground Flight
Purchase Issue Check-In Boarding TTL Cruise
Journey
WHAT DOES THIS MEAN FOR US?Gotta have a
puppy
YOUR MARKETING TEAMBY THE NUMBERS
93%
Multi-Task in meetings
56%
Eat at their desks
23%
Work more than 10 hours a day on
average
60%
Use 6 or more programs
Big numbers
Source: AtTask Study, 2014
A FEW MOVING PARTS
Website
Design
Content
A/B Testing
PPC
SEO
Retargeting
Advertising
Lead Capture
Forms
Auto-Responders
Data Entry
Other Channels
SMS/MMS
Mobile Apps
Offline
Likes
Shares
Posting
Social
Newsletters
Alerts
Transactional
You can do it!
SALES MARKETING
DEFINE PROCESSESHow do people buy from you?
Key to growth
How do you show leadership and drive your culture?
What is your lead nurturing strategy?
Key to growth
How do people buy from you?
KEYWORD: INTEGRATION
AdvertisingCustomer Service
Loyalty / Referral ProgramsSales
Data Management / Reporting Segmentation / Analysis
Don’t boil the ocean
Don’t jump in with both feet. Take time to break it down and build it up.
NO ONE SAID IT WAS EASY
Most Significant Barriers to Marketing Automation Success by Percent
Make a difference
. – Ascend2 “Marketing Automation Trends Survey” (2016).
MARKETING AUTOMATION ADOPTIONSeize the Opportunity!
Main Benefits of Marketing Automation
Ascend2 “Marketing Automation Trends Survey” (2016).Redeye and TFM&A Insights “The Marketing Automation Report 2014” (2014)
Top Goals of Marketing Automation Strategy
Two Sides of the Same CoinSeize the Opportunity!
89% of respondents who have deployed marketing
automation have integrated it with a CRM system. – ResearchCorp “Demand Generation Adoption Survey” (2014)
The adoption of marketing automation coupled with CRM integration has grown remarkably. 5 years ago 7.9% of respondents had an integrated CRM and demand generation solution and only 1 in 4 (27%) had some level of integration. – ResearchCorp “Demand Generation Adoption Survey” (2014)
SEGMENT YOUR MARKETUse technology to properly segment your audience. Target your messaging, and see higher conversion rates.
Critical!
List 3 Market Segments.
Do you use these to personalize your messaging?
Use technology to properly segment your audience. Target your messaging, and see higher conversion rates.
Critical!
BUILD YOUR DATA MODELWhat information do you collect, how and why is it used, and who uses it
Involve all stakeholders
CONSIDERING A CAMPAIGN
User-Defined Fields - Customer data
Lead Scoring - Actions lead to conversion
Segmentation - Different messaging based on audience
Triggers - What, when, where
Defining parameters
Target the best leads
LEAD SCORING EXAMPLES
Emails read/clicked/forwarded/unsubscribedWebpages visitedVideos watchedChats engagedSurveys answeredForms filled outSupport requests / tickets openedCalls made / receivedMeetings heldPresentations givenSocial media posts liked/sharedEvent attended
Is this a decision maker? Influencer?GenderIncomePositionKlout scoreChildrenMarital statusInterests
DETERMINE YOUR TRIGGERS
Forms (Newsletter, Lead Capture, Tickets)
Website Action (Pageviews, Watch Video, Chat)
Phone (Inbound/Outbound Calls, SMS)
Email (Clicks, Reads, Scores), Social (Likes, Shares)
Conversions, Purchases, Abandonment
Single Actionor
Scoreor
Data Change?
Don’t overwhelm!
BUILD YOUR WORKFLOWS
The Simplest Workflow - A Drip Campaign
Email sequences
MORE COMPLEX WORKFLOWS
Add to Groupor Tag
CreateConversio
n
DownloadWhitepaper
Start Drip
Campaign
Purchase
Product
Schedule CRM
Followup
SendThank-You
SendSurveyEmail
AttendEvent
RecordPreference
sin CRM
SendFollowup SMSwith Discount
Send Email
with link to
Video
Multi-channel
Lead Score <100 to
>100
Alert Salespers
on
Schedule Followup
CRM activity
Send special
offer email
What does an ideal workflow look like?Think about both sales & marketing.
Email sequences
PERSONALIZE YOUR MESSAGINGMake leads feel
important
MANAGE YOUR CONVERSIONSSales + Marketing
Measure time in each stage and conversion rates between stages
MORE PERSONALIZATION = HIGHER CONVERSIONS
What does your sales funnel look like?List all stages and the process at each stage.Do you see any holes in the process?
Sales + Marketing
MORE PERSONALIZATION = HIGHER CONVERSIONS
PREDICTIVE ANALYTICSPredic
t
Model
Math not Magic
Find the real attribution factors.
Quickly DISCOVER effective and ineffective campaigns
TEST TEST TEST!
Test Webpages
Test Emails
Learn from success & failure
What sales & marketingplatforms are you currently using?
Seize the Opportunity!
PICK A STRATEGY
Home-Built Integration
Roll Your Own
• Legacy compatibility
• Pick best of breed• Needs core
integrator(Zapier)
• Manage multiple APIs
Enterprise Core
SF / Oracle
• Large infrastructure
• Pick best of breed• Expensive
integrators• Manage multiple
APIs• Costs/limits on API
All-In-One
Integrated
• Faster to implement
• Broad insights• Big vision needed• May not have
verticalspecialization
CRM is the core
TIME TO MAKEYOUR REVENUE FLY
Fear not the future
Take Aways
ACTIONABLE ITEMS
1 2 3 4Get your sales and marketing teams in a room together
Sit down with your sales and marketing departments and establish buyer personas. Start an in depth conversation about who your buyers are and the data you’d like to know about them to better target your messaging.
Draw out your sales funnel. What does it look like from beginning to end? Establish customer touchpoints and the different activities/actions triggered from customer/lead engagement.
Ensure your CRM and marketing automation are integrated
THANK YOULars HelgesonFounder / CEO
@LarsHelgeson#LoveYourBusiness