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March 2015
A WINDOW INTO…
OVERVIEW
• MARKETING & SALES
• CONTENT• COLLATERAL• SOCIAL MEDIA• LEVERAGING
ANGELA• WEBSITE
DEVELOPMENT
• EMAIL MARKETING• LEADS• DATA ANALYSIS• OBJECTIVES &
PIPELINE
•Subscriptions to blogs/newsletter
•Purchased Lists•Email Marketing•Filled a form on website
•Requested informationLead
•Sales Qualified Lead; sales personnel calls to identify if there is an opportunity
SQL •Someone who has showed enough interest to be pursued as an opportunity.
Opportunity
•Made a purchase or signed contract
Accounts / Customers •Customers who
are extremely happy with our service that we can use as referrals
Evangelists
Sales Team
Marketing Team
MARKETING & SALES
EMAIL MARKETING
CUSTOMER
DECISION
COMPARISON
AWARENESS
EMAIL MARKETING - STAGES
1. AWARENESSLead understands there is an issue and begins looking around for information.
2. COMPARISONLead understands internal issue more and begins comparing options.
3. DECISIONLead understands options and begins the internal decision making process.
4. CUSTOMERLead understands decision chosen and signs paperwork for solution.
EMAIL MARKETING – SETUP EMAILSAWARENESS
1. Does the email address a specific problem?2. Does the email contain a brief but detailed paragraph that provides a solution to that
problem?3. Does the email sound interesting and captivating for the reader?4. Does the email end with a Free Technology Assessment or a Software Consultation CTA?
COMPARISON5. Does the email address a specific problem?6. Does the email contain a brief but detailed paragraph that provides a solution to that
problem?7. Does the email sound interesting and captivating for the reader?8. Does the email end with a Free Technology Assessment or a Software Consultation CTA?
DECISION9. Does the email address a specific problem?10. Does the email contain a brief but detailed paragraph that provides a solution to that
problem?11. Does the email sound interesting and captivating for the reader?12. Does the email end with a Free Technology Assessment or a Software Consultation CTA?
CUSTOMER13. Does the email address a specific problem?14. Does the email contain a brief but detailed paragraph that provides a solution to that
problem?15. Does the email sound interesting and captivating for the reader?16. Does the email end with a Free Technology Assessment or a Software Consultation CTA?
EMAIL MARKETING - CAMPAIGNS
EPICOR
PERSONAS
INDUSTRY
GENERAL
SAGE
PERSONAS
PRODUCT &
INDUSTRY
GENERAL
INTACCT
PERSONAS
INDUSTRY
GENERAL
MANAGED
SERVICES
PERSONAS
PRODUCT &
INDUSTRY
GENERAL
CLOUD HOSTING
PERSONAS
PRODUCT &
INDUSTRY
GENERAL
EMAIL MARKETING - PERSONAS
1. C-LEVEL EXECUTIVE (FINANCIAL)
2. C-LEVEL EXECUTIVE (OTHER)3. PRODUCTION / MANAGER4. MARKETING & SALES5. HUMAN RESOURCES6. INFORMATION TECHNOLOGY
EMAIL MARKETING - INDUSTRIES
# Industry Name HubSpot Short Name1 Agriculture agr2 Apparel app3 Chemicals che4 Communications com5 Construction con6 Distribution dist7 E-commerce eco8 Education edu9 Electronics & High-Tech e&ht10 Energy ene
EMAIL MARKETING - INDUSTRIES
# Industry Name HubSpot Short Name11 Engineering eng12 Entertainment ent13 Environmental env14 Finance fin15 Food & Beverage f&b16 Furniture fur17 Government gov18 Hospitality & Travel h&t19 Insurance ins20 Legal leg21 Machinery mac
EMAIL MARKETING - INDUSTRIES
# Industry Name HubSpot Short Name22 Manufacturing man23 Media & Advertising m&a24 Medical & Healthcare m&h25 Non-Profit non26 Professional Services pro27 Real Estate rea28 Recreation rec29 Telecommunications tel30 Transportation tra31 Utilities uti32 Warehouse & Storage w&s
EMAIL MARKETING - PRODUCTS
SAGE
MANAGED SERVICES
CLOUD HOSTING
EMAIL MARKETING - PRODUCTS
SAGE
SAGE 100
SAGE 300
SAGE 500
SAGE CRM
EMAIL MARKETING - PRODUCTS
MANAGED
SERVICES
EPICOR
SAGE
INTACCT
BACKUP
OTHER
EMAIL MARKETING - PRODUCTS
CLOUD HOSTIN
G
EPICOR
SAGE INTACCT
OTHER
LEADS – ACTIONS PROCESS
• Collect & Input data into CRM
• Qualification
• After qualification, lead is passed to Sales
• Targeted• Nurtured• Newsletters• Blogs
• Research & create
• Buy new• Use existing
Lists Emails
CallsPass Off
LEADS - SOURCES
• Call In • Email Blast
• iSySair Webform Direct
• Sage Assigned
• TopSage Resellers .com
• CDI Webform Direct
• Employee Referral
• Jigsaw • Search Engine
• Webinar
• Cold Call / Telemarketing Campaign
• Event • Partner • Small biz trends.com
• Word of Mouth
• Customer Referral
• Find Accounting Software .com
• PPC Advertisement
• Social Media
OBJECTIVES & PIPELINE
• Internal Newsletters – Every Friday @ 3 p.m.
• CompuData’s business technology optimization blog – Every day @ 8 a.m.
• CRM eBook – Due by Friday, 1/16
• Quick Ways To Unlock Hidden Manufacturing Capacity eBook – Due by Friday, 1/16
• Lean Manufacturing Strategies 2015 – Development of content for webinar to support theme, content due 1/16. Tentative webinar date is 1/29.
• ERP Manufacturing eBook – Completed, will tie this content theme into Lean Manufacturing Strategies 2015 project
• Daily News Interview Scheduled – a business reporter is coming Monday at 10 a.m. to interview Angela for an article. The article will appear in the Daily News and on Philly.com.