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Sales 
Accelera.on 
with 
Marke.ng 
Automa.on 
Jen 
Stretch 
jen@homestretchmktg.com 
@HomeStretchMKTG
Your 
Company’s 
Central 
Nervous 
System 
CRM 
Image 
Source
CRM 
+ 
MarkeCng 
AutomaCon? 
3 
CRM 
• Email 
MarkeCng 
• Landing 
Pages 
• Lead 
Scoring 
• Buying 
Personas 
• Dynamic 
Content 
• Website 
Tracking 
• Social 
Media 
• AnalyCcs 
& 
ROI 
• + 
More!
Why 
MarkeCng 
AutomaCon? 
Today’s 
modern 
consumer 
is 
2/3 
through 
their 
research 
before 
they’re 
even 
willing 
to 
talk 
to 
you. 
Image 
Source
Research 
PaWerns
The 
TradiConal 
Sales 
Funnel 
Sales 
Responsibility 
MarkeCng 
Responsibility
The 
Leaky 
Funnel 
$
The 
New 
Sales 
& 
MarkeCng 
Funnel 
Sales 
Responsibility 
MarkeCng 
Responsibility
Big 
Brother 
is 
Watching 
A 
JavaScript 
snippet 
is 
placed 
on 
each 
page 
of 
your 
website 
and 
automaCcally 
tracks 
and 
scores 
how 
users 
interact 
with 
your 
website, 
content, 
and 
media. 
<script 
type='text/javascript'> 
/* 
<![CDATA[ 
*/ 
var 
tocplus 
= 
{"visibility_show":"show","visibility_hide":"hide","width":"100%"}; 
/* 
]]> 
*/ 
</ 
script><script 
type='text/javascript' 
src='hWp://www.pardot.com/wp-­‐content/plugins/ 
table-­‐of-­‐contents-­‐plus/front.js?ver=1308'></script><script> 
jQuery(document).ready(funcCon() 
{ 
var 
currentItem 
= 
0; 
var 
numberOfItems 
= 
jQuery('.tabbable 
.home 
.whaCs 
.nav.nav-­‐tabs 
li').length; 
var 
infiniteLoop 
= 
setInterval(funcCon(){ 
if 
( 
currentItem 
== 
0 
) 
{ 
currentItem 
= 
2; 
} 
else 
if 
( 
currentItem 
== 
2 
) 
{ 
currentItem 
= 
1; 
} 
else 
{ 
currentItem 
= 
0;; 
} 
jQuery('.tabbable 
.resources 
.nav-­‐ 
tabs 
> 
li 
a').eq(currentItem).tab('show'); 
}, 
5000); 
jQuery('.tabbable 
.resources 
.nav-­‐ 
tabs 
> 
li 
a').hover( 
funcCon(){ 
clearInterval(infiniteLoop); 
} 
); 
var 
maxHeight 
= 
-­‐1; 
jQuery('.tab-­‐pane').each(funcCon() 
{ 
maxHeight 
= 
maxHeight 
> 
jQuery(this).height() 
? 
maxHeight 
: 
jQuery(this).height(); 
}); 
jQuery('.tab-­‐pane').each(funcCon() 
{ 
jQuery(this).height(maxHeight); 
}); 
}); 
</script>
Understanding 
Digital 
Body 
Language 
Behavioral 
Informa.on 
Demographic 
Informa.on 
Product 
Usage 
Visited 
web 
pages 
Company 
locaCon 
Product 
line 
Played 
videos 
Company 
size 
Data 
usage 
Downloaded 
material 
Job 
Ctle 
# 
of 
licenses 
Webinar 
registraCon 
Company 
revenue 
# 
of 
products 
sold 
Requested 
demo 
Industry 
Time 
since 
last 
use
Scoring 
Threshold 
Lead 
Score 
0-­‐30 
31-­‐69 
70-­‐100 
Lead 
Status 
New 
Lead 
Contacted 
MQL 
SAL 
Working 
SQL 
Qualified 
Unqualified 
Ownership 
MarkeCng 
Inside 
Sales 
Sales 
Rep
Send 
Relevant 
Content 
to 
the 
Right 
Person 
Image 
Source
Create 
Dynamic 
Content 
Image 
Source
Nurturing 
with 
CondiConal 
Logic
CRM 
Transparency
Lifecycle 
& 
MarkeCng 
ROI 
ReporCng
MarkeCng 
& 
Sales 
Alignment 
Image 
Source
NOT: 
A 
Magic 
Switch
NOT: 
An 
Easy 
BuWon
NOT: 
Batch 
& 
Blaster 
Image 
Source
The 
Players 
CRM: 
• Salesforce 
(costs 
starCng 
at 
$25/user/month 
– 
FREE 
trial!) 
• Zoho 
(free 
ediCon, 
paid 
accounts 
starCng 
at 
$12/user/month) 
• MS 
Dynamics 
(starCng 
at 
$65/user/month) 
• Oracle 
(starCng 
at 
$100/user/month) 
Marke.ng 
Automa.on 
PlaEorms: 
• Marketo 
(starCng 
at 
$895/month) 
• Pardot 
(starCng 
at 
$1000/month) 
• Eloqua 
(starCng 
at 
$2000/month) 
Combined 
CRM 
& 
Marke.ng 
Automa.on 
PlaEorms: 
• Infusionso~ 
(starCng 
at 
$299/month) 
• Hubspot 
(starCng 
at 
$800/month) 
NOTE: 
these 
are 
base 
prices 
that 
are 
subject 
to 
change.
Don’t 
Boil 
the 
Ocean 
Image 
Source
Workshop: 
Scoring 
Threshold 
Lead 
Score 
0-­‐30 
31-­‐69 
70-­‐100 
Ownership 
MarkeCng 
Inside 
Sales 
Sales 
Rep
Workshop: 
Lead 
Scoring 
AMribute 
Value 
Score 
Notes 
Visited 
Web 
Page 
Demo 
Page 
+15 
Has 
form 
Pricing 
Page 
+10 
Company 
Page 
+5 
AMribute 
Value 
Score 
Notes 
Job 
Title 
CEO, 
CFO, 
CxO 
+15 
Use 
contains 
VP, 
President 
+10 
Manager, 
Coordinator 
+5 
Exact 
Match
Workshop: 
Lead 
Stages 
New 
MarkeCng 
Qualified 
Nurturing 
Sales 
Accepted 
Qualified 
Won
Workshop: 
List 
SegmentaCons 
• CompeGtors 
• Prospects 
(not 
a 
paying 
client) 
• Clients 
by 
product/service
Workshop: 
Lead 
Nurturing 
Campaigns 
• Users 
in 
a 
free 
trial 
• Users 
with 
a 
lead 
score 
less 
than 
50 
• InacGve 
prospects 
(no 
recent 
acGvity)
Contact 
HomeStretch 
MarkeCng 
for 
Salesforce, 
Marketo 
and 
Pardot 
consulCng, 
implementaCon 
and 
training 
services. 
866-­‐330-­‐8263 
homestretchmktg.com 
Presented 
at 
the 
BMA 
Connect2EducaCon 
B2B 
MarkeCng 
Workshop 
on 
November 
20, 
2014 
by 
Jen 
Stretch.

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Sales Acceleration with Marketing Automation

  • 1. Sales Accelera.on with Marke.ng Automa.on Jen Stretch jen@homestretchmktg.com @HomeStretchMKTG
  • 2. Your Company’s Central Nervous System CRM Image Source
  • 3. CRM + MarkeCng AutomaCon? 3 CRM • Email MarkeCng • Landing Pages • Lead Scoring • Buying Personas • Dynamic Content • Website Tracking • Social Media • AnalyCcs & ROI • + More!
  • 4. Why MarkeCng AutomaCon? Today’s modern consumer is 2/3 through their research before they’re even willing to talk to you. Image Source
  • 6. The TradiConal Sales Funnel Sales Responsibility MarkeCng Responsibility
  • 8. The New Sales & MarkeCng Funnel Sales Responsibility MarkeCng Responsibility
  • 9. Big Brother is Watching A JavaScript snippet is placed on each page of your website and automaCcally tracks and scores how users interact with your website, content, and media. <script type='text/javascript'> /* <![CDATA[ */ var tocplus = {"visibility_show":"show","visibility_hide":"hide","width":"100%"}; /* ]]> */ </ script><script type='text/javascript' src='hWp://www.pardot.com/wp-­‐content/plugins/ table-­‐of-­‐contents-­‐plus/front.js?ver=1308'></script><script> jQuery(document).ready(funcCon() { var currentItem = 0; var numberOfItems = jQuery('.tabbable .home .whaCs .nav.nav-­‐tabs li').length; var infiniteLoop = setInterval(funcCon(){ if ( currentItem == 0 ) { currentItem = 2; } else if ( currentItem == 2 ) { currentItem = 1; } else { currentItem = 0;; } jQuery('.tabbable .resources .nav-­‐ tabs > li a').eq(currentItem).tab('show'); }, 5000); jQuery('.tabbable .resources .nav-­‐ tabs > li a').hover( funcCon(){ clearInterval(infiniteLoop); } ); var maxHeight = -­‐1; jQuery('.tab-­‐pane').each(funcCon() { maxHeight = maxHeight > jQuery(this).height() ? maxHeight : jQuery(this).height(); }); jQuery('.tab-­‐pane').each(funcCon() { jQuery(this).height(maxHeight); }); }); </script>
  • 10. Understanding Digital Body Language Behavioral Informa.on Demographic Informa.on Product Usage Visited web pages Company locaCon Product line Played videos Company size Data usage Downloaded material Job Ctle # of licenses Webinar registraCon Company revenue # of products sold Requested demo Industry Time since last use
  • 11. Scoring Threshold Lead Score 0-­‐30 31-­‐69 70-­‐100 Lead Status New Lead Contacted MQL SAL Working SQL Qualified Unqualified Ownership MarkeCng Inside Sales Sales Rep
  • 12. Send Relevant Content to the Right Person Image Source
  • 13. Create Dynamic Content Image Source
  • 16. Lifecycle & MarkeCng ROI ReporCng
  • 17. MarkeCng & Sales Alignment Image Source
  • 18. NOT: A Magic Switch
  • 19. NOT: An Easy BuWon
  • 20. NOT: Batch & Blaster Image Source
  • 21. The Players CRM: • Salesforce (costs starCng at $25/user/month – FREE trial!) • Zoho (free ediCon, paid accounts starCng at $12/user/month) • MS Dynamics (starCng at $65/user/month) • Oracle (starCng at $100/user/month) Marke.ng Automa.on PlaEorms: • Marketo (starCng at $895/month) • Pardot (starCng at $1000/month) • Eloqua (starCng at $2000/month) Combined CRM & Marke.ng Automa.on PlaEorms: • Infusionso~ (starCng at $299/month) • Hubspot (starCng at $800/month) NOTE: these are base prices that are subject to change.
  • 22. Don’t Boil the Ocean Image Source
  • 23. Workshop: Scoring Threshold Lead Score 0-­‐30 31-­‐69 70-­‐100 Ownership MarkeCng Inside Sales Sales Rep
  • 24. Workshop: Lead Scoring AMribute Value Score Notes Visited Web Page Demo Page +15 Has form Pricing Page +10 Company Page +5 AMribute Value Score Notes Job Title CEO, CFO, CxO +15 Use contains VP, President +10 Manager, Coordinator +5 Exact Match
  • 25. Workshop: Lead Stages New MarkeCng Qualified Nurturing Sales Accepted Qualified Won
  • 26. Workshop: List SegmentaCons • CompeGtors • Prospects (not a paying client) • Clients by product/service
  • 27. Workshop: Lead Nurturing Campaigns • Users in a free trial • Users with a lead score less than 50 • InacGve prospects (no recent acGvity)
  • 28. Contact HomeStretch MarkeCng for Salesforce, Marketo and Pardot consulCng, implementaCon and training services. 866-­‐330-­‐8263 homestretchmktg.com Presented at the BMA Connect2EducaCon B2B MarkeCng Workshop on November 20, 2014 by Jen Stretch.