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Calling New Plays In Sales And Marketing Jon Miller, CEO and Founder

Calling New Plays In Sales And Marketing

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Page 1: Calling New Plays In Sales And Marketing

Calling New Plays In Sales And Marketing

Jon Miller, CEO and Founder

Page 2: Calling New Plays In Sales And Marketing
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Agenda

Metrics and Technology

Plays for Sales and Marketing

Rise of Account Based

Everything

For a deeper dive get The Engagio’s Playbook at engagio.com/ABE-Playbook

1 2 3

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7

• GET THE SLIDES• @jonmiller

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Copyright ©2017, Engagio Inc.

The Rise of Account Based

Everything

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Copyright ©2017, Engagio Inc.

Inbound vs Outbound

Nets Spears

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Salespeople never talk abouthow many leads they’ve closed.

They talk about how many accounts they’ve closed.

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Copyright ©2017, Engagio Inc.

ABM is Hot

Google Trends for Account Based

Marketing

Engagio founded

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Copyright ©2017, Engagio Inc.

But Marketing Isn’t Sufficient

13

ABM Not Enough

Source: TOPO

15%

Penetration into target accounts

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Rise of Account Based Sales

Development (ADRs)

“[Account Based Sales Development is] today’s most effective Account-Based tactic.” – TOPO

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Copyright ©2017, Engagio Inc.

Account Based Marketing

Account Based Sales

Development

Account Based Sales

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Copyright ©2017, Engagio Inc.

Hello, Account Based Everything

OrchestratedPlays

Account Based

MarketingAccount Based

Sales Development

Account BasedSales

Account Based

Customer Success

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Copyright ©2017, Engagio Inc.

Plays for Sales and Marketing

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Evolution of Account Orchestration

Orchestrate a series of

interactions across

channels from

multiple people, to

multiple people at the

account

Level 5Full Plays

Send a series of touches across

channels to one person

Level 3Channels

Send an series of emails to

one person

Level 2Time

Send an email to

one person

Level 1Basic

Send a series of touches across

channels to

multiple people at

the account

Level 4Account

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A series of orchestrated interactions across departments and channels to achieve a business purpose for one or more buying centers at target accounts

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Key Elements of a Playbook

• Who• What• Where / How

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Who

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Copyright ©2017, Engagio Inc.

Styles of ABSD

5-50 accounts (“tens”)Rich account plansEvery touch personalized

50-1,000 accounts (“hundreds”)Light research + data build outPersonalized touches to key personas1,000+ accounts (“thousands”)Automated touches OKIndustry and persona customization

Tier 3Programmatic

Tier 2Scale

Tier 1Strategic

Page 22: Calling New Plays In Sales And Marketing

Copyright ©2017, Engagio Inc.

Team Selling

Marketing Ops

Sales /AE

SDR / ADR

Executive Sales Ops

Our Team

VP, SalesDemand Gen

SDR Manager

InitiatorDecision MakerBuyerInfluencerUserGatekeeper

Their Team

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What

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Copyright ©2017, Engagio Inc.

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Copyright ©2017, Engagio Inc.

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Copyright ©2017, Engagio Inc.

Sales Spam = Opt out, tune out, toss out

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Copyright ©2017, Engagio Inc.

“Sales Spam

Sucks” – @jonmiller

engagio.com/crappy-email-ebook

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“Template emails are roulette wheels. If you only get 100 rolls of the roulette wheel, then you need to increase your odds.”

– Craig Rosenberg

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Copyright ©2017, Engagio Inc.

Three most important factors in enterprise decision: • Knowledge and understanding of my industry • Knowledge and understanding of my unique business

issues • Fresh ideas to advance my business

ITSMA

“75% of executives will read unsolicited marketing materials that contain ideas that might be relevant to their business.”75%

25%

Yes

No

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Copyright ©2017, Engagio Inc. 34

Content Personalization Spectrum

Tier 1Strategic

Tier 2Scale

Tier 3Programmatic

Inbound

Spears Nets

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Where and How(Play Design)

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Channel Diversification

75%

Rep A• Touch 1• Touch 2• Touch 3• Touch 4

Rep B• Touch 0• Touch 1• Touch 2• Touch 3• Touch 4• Touch 5

++++

+

+

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Timing“The difference between lettuce and garbage is timing.”

Structure of the Play

Number of Touches“The average number of emails it takes to get a reply is…” – some so-called expert

Don’t strive for mediocrity.

Plays are like diets. They work as long as you stick with them.

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Engagio Core Prospecting Play

Overview: • Manually launched• 12 steps

Players: • Our Team– ADR – Marketing – CEO

• Their Team– Head of Marketing– Head of Sales– Head of Sales Dev.

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Core Prospecting Play

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Core Prospecting Play

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Core Prospecting Play

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Sales & Sales Development Plays

• Core Prospecting• Marketing Qualified

Account• Trigger Event• Deal Acceleration• Executive Alignment• “Shake the Tree”• Handoff

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Marketing Plays

• Live Event Invite• Upsell/Cross-Sell• “Human” Nurture• Customer Advocacy

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From me

Personalized by an SDR

Additional steps can include phone, social checklist, direct mail, etc.

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Customer Success Plays

• User Onboarding

• 90 Days From Renewal

• Declined Use• Net Promoter

Follow-up

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Copyright ©2017, Engagio Inc.

Metrics and Technology

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Copyright ©2017, Engagio Inc.

Lead to Account Matching

LeadsAccount

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Copyright ©2017, Engagio Inc. 49

Lead to Account Matching

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Copyright ©2017, Engagio Inc.

Marketing Qualified Accounts (MQAs) not MQLs

50

Breadth

Dep

th

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Copyright ©2017, Engagio Inc.

Account Based Metrics are Different• They track accounts not leads

(MQAs not MQLs) • They focus on quality not

quantity • They track impact and

influence more than try to apportion ‘credit’ (team effort)

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Copyright ©2016, Engagio Inc. @jonmiller #mpb2b

Impact: Are ABM activities improving key sales outcomes?

Do you have sufficient data, contacts, and account plans for each target account?Coverage:

Are the target accounts aware of your company?Awareness:

Are marketing programs reaching target accounts?Reach:

Are the right people at the account spending time with your company? Is that engagement going up over time?

Engagement:

Page 48: Calling New Plays In Sales And Marketing

Copyright ©2016, Engagio Inc. @jonmiller #mpb2b

Impact: Are ABM activities improving key sales outcomes?

Do you have sufficient data, contacts, and account plans for each target account?Coverage:

Are the target accounts aware of your company?Awareness:

Are marketing programs reaching target accounts?Reach:

Are the right people at the account spending time with your company? Is that engagement going up over time?

Engagement:

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Copyright ©2017, Engagio Inc. 54

Engagement Minutes

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Copyright ©2017, Engagio Inc.

Data Vendors Predictive

Who: Selection What: PersonalizationInsight

Where: InteractionAds

Infrastructure Lead to Account match

(L2a);Routing; ABM Analytics

Website

Orchestration

Direct / Physical

Events

Human Email Phone / Dialer Social

Other

Intent & Technographic

s

AttributionCRMAccount

Planning

Synchronize Interactions into coordinated Plays

Complementary

Content Customization

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Get Engagio’s Playbook

engagio.com/ABE-Playbook

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engagio.com/Guide Get your free copies

today!

The Clear and Complete Guides toAccount Based

Marketingand

Account Based Sales

Development

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• Account Based Marketing isn’t sufficient for comprehensive account-based outreach

• Account Based Everything is a team sport: orchestrates Plays across channels and players for maximum impact

• Sales spam sucks; we need to increase our odds of reaching the right people at the right accounts

• Lead to Account Matching is the foundation of account-centric success

• Measure engagement to show Account Based Marketing success

Top Tweetable Takeaways

@jonmiller

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#B2BMX