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The Revenue Centric Funnel Spend More Time on Revenue-Generating Activity

The Revenue Centric Funnel

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The Revenue Centric Funnel Spend More Time on Revenue-Generating Activity

Today’s Presenters

SEAN ZINSMEISTER Senior Director of Product Marketing,

Infer

SARAH NELSON Director of Demand Generation,

Yesware

What We’ll Cover

The Challenges: what’s the current marketing/sales challenge

Find White Space: understand what’s likely to close in your funnel

Redefine SQL: leverage predictive data and key buying signals

Align with Marketing: ensure MQL maps to SQL definition

Measure Success: measure and incentivize revenue-generating activity

What is Predictive Analytics?

Actionable Intelligence for Sales & Marketing

Machine Learning Thousands of external data points

Keywords: ● Machine Learning ● Data Science ● Predictive Analytics● AI

Under the Hood

Existing Customer DataWith Pre-Build Connectors

Add Infer’s External SignalsThousands of Data Points

Build Personalized ModelsUsing Machine Learning

CRMSales Automation

Marketing Automation

Fit ModelsBehavioral Models

Usage Models

Public FilingsData Partnerships

Proprietary Web Crawlers

Prospect ID

Prospect ID

Prospect ID

Prospect ID

Prospect ID

Prospect ID

Prospect ID

Prospect ID

Prospect ID

Won

Won

Lost

Lost

Lost

Won

Won

Won

Lost

Step 1: Start with your existing data

Step 2: Add thousands of signals mined from the web

Prospect ID +

Prospect ID +

Prospect ID +Prospect ID +Prospect ID +

Prospect ID +Prospect ID +

Prospect ID +

Prospect ID +

Won

Won

Lost

Lost

Lost

Won

Won

Won

Lost

• Employee Count• Company Revenue• Sells Globally• First Trademark < 7 Years Ago• Featured in Top Industry Websites• Is Hiring Support Agents• eCommerce Technology • Actively Advertising • Recently Expanded to New Office• Raised Funding of $20-$100M• Featured in Inc. 5000• Not Spammy

Add thousands of signals

Prospect ID +

Prospect ID +

Prospect ID +Prospect ID +Prospect ID +

Prospect ID +Prospect ID +

Prospect ID +

Prospect ID +

Won

Won

Lost

Lost

Lost

Won

Won

Won

Lost

Step 3: Determine what signals are predictive

Prospect ID +

Prospect ID +

Prospect ID +Prospect ID +Prospect ID +

Prospect ID +Prospect ID +

Prospect ID +

Prospect ID +

Won

Won

Lost

Lost

Lost

Won

Won

Won

Lost

Step 4: Determine what signals are predictive

Step 5: Go live

83Infer Score

Where does Predictive Analytics fit into my stack?

Sales & Marketing Challenges

Sales & Marketing Challenges

Too FewProspects

Too Many Prospects

Missing Opportunities Unclear Segmentation

Which are the best fit to buy?

Are there more lookalikes? Which prospects are most engaged?

Who is my ideal customer profile?

Finding White Space

Finding the White Space in your Pipeline

● Marketing ● Sales Development● Account Executive Opportunities

Scour your Marketing Systems

Scour your Marketing Systems

Analyze Sales Development Outreach

Stay on Top of Active & Inactive Sales Opportunities

Pioneering Predictive for Sales & MarketingTying it All Together...

● Forecast revenue growth● Find gaps in GTM process● Pipeline acceleration

AT A GLANCE

+7%boosted overall revenue

+10%increased average deal size

+$500k/mogrew opportunity pipeline

+35%increased trial signups

+25%Expanded MQL volume

Aligning EffortWith Impact

Sales Prioritization

Sales Prioritization

Sales Prioritization

Cost of Sales Team

$1.2M 30% $360,000

Bad Leads $$$$

Number of Sales Reps

20 Sales Reps $60,000 $1.2M

Average Monthly Cost per Rep $$$$

Aligning Lead Effort with Impact - Belly

Lauren Licata

Reps call Infer A and B-Leads First

Email A Leads within 5 min and call within 1 hour vs. 8 hours it takes

Increased effort spent on A-Leads by 3x & decreased effort spent on D-Leads by 1.5x

Result: Increased sales by 30%

VP of Marketing

Bridging the Sales &Marketing Divide

Sales & Marketing Alignment

Demand Gen compensation plan built on InferUses Infer to negotiate w/ partners and Lead providersLeverages Infer to overcome the Sales and Marketing divide to define MQL

Nick EzzoVP Demand Gen

Sales & Marketing Alignment

Demand Gen compensation plan built on InferUses Infer to negotiate w/ partners and Lead providersLeverages Infer to overcome the Sales and Marketing divide to define MQL

Nick EzzoVP Demand Gen

+23%Increase in Average Deal

Size

-53%Decline in poor quality

leads

Sales & Marketing Alignment

+200%Increase in incremental

revenue

+31%Lead to MQL improvement

Every company should use predictive analytics to gain clear customer parameters that the whole organization can agree on –

now that we have predictive scores, I’ll never go back.

Our Infer model makes all the difference when it comes to sales and marketing alignment.

Nick Ezzo, VP Demand Gen

Marketing/Sales Alignment = The Path to Closed Business

Redefining our MQL

1. Paid Users: win rate increases with between 1-5 paid users for SMB, Mid Market, and Enterprise leads

35

2. Infer Rating: 90% revenue on closed won deals had Infer Rating A or B (this score is based on external factors vs internal)

3. Behavioral: 28% revenue came from accounts with 0 paid users

Transparency in Planning

Consistent Channels of Communication

Templatizing Follow-Up Process

Mail merges/touch plans

•Add image of planned cadences of outreach

Standing Out is ImportantPeople receive 116 business emails every day, so you need to

pick your words wisely to get their attention

Maintaining clean dataPerfecting your handoffs

Measuring what’s working

•What do you need operationally to measure what’s working?

–Lead stages and clear sales process on what to use,when

–Sales outreach needs to be logged (image of salesforce sidebar)

Monitoring Hand-off Points within Funnel

Meaningful ActivityCalls, emails and meetings that lead

to closed deals

The activity is only as goodas the results it yields.

““

Activity vs. Engagement: How to Predict Success

Revenue vs. Activity: Effective Coaching

Measuring Results

•It’s all about closed-won revenue and ROI from marketing programs not just volume of leads into top of funnel or volume converting to SQL…

•Diff ways to measure ROI... Best way to identify actual return

Maybe an image showing dollar signs coming out of bottom of a funnel? Or something that correlates with money in general?

Questions?We’ve got answers.