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Lead 2 Revenue Management
Future Marketing Generates Leads 
Benjamin Belmudez, Insights & Analytics Consultant
Jacob Hartung, Digital Business Consultant
© Creuna
Today’s Program
1.  L2RM, what and why?
2.  How to get started?
3.  Case 1 – LTRM for Businesses
4.  Case 2 – Lead Identification
5.  Take Aways
What & why
Lead to revenue management
© Creuna
© Creuna
NodataonEXISTINGcustomers: 
 
 
 
 
 
 
 
 
 
 
 
25%
Noanalysisonleadgeneration: 
 
 
 
 
 
 
 
 
 35%
Noanalysisonmarketinginitiatives:
 
 
 
 
 
 
 
 25%
Why?Lackofresources: 
 
 
 
 
 
 
 
 
 
 
 40%
© Creuna
a business system for marketers whose offerings mandate a long,
complex, or highly considered buying process, comprising integrated
goals, processes and metrics that reshape marketing practices to drive
effective customer engagement across the customer life cycle – from
awareness to advocacy. It is measured through the metric of revenue
performance from new customer acquisition through lifetime value. 
“
“
Forrester Research
Lead to Revenue Management
- Definition:
© Creuna
$
?
?
?
?
Revenue
Economic 
value
Micro
conversions
Macro
conversions
Connect both micro and macro
conversions to the business
orders
downloads
of whitepapers
newsletter
subscriptions
completed
user journey
Creuna.dk - micro conversions
© Creuna
© Creuna
How to get started?
1. Strategy
2. Tools
3. Internal processes
© Creuna
Turn the brand into an
Ecosystem
© Creuna

Attracting
Acquiring
Retaining
Co-Creating
Customer journey
© Creuna
discover
search
investigate
compare
decision
advocate
find
Purchase/
Desired
action
like
love
use
get support
share
trust
Align marketing messages to
customer needs
Create content to help the
buyer through his decision
journey
Provide historical
experience data about
customers
Collect feedback insights
about product experience
Solicit reviews with incentives
Turn the brand into an
Ecosystem
© Creuna

Of connected apps
And services
© Creuna
Leadtorevenue
management
CMS
Analytics
Marketing
Automation
CRM
Tools Market Share
© Creuna
Eloqua
Marketo
Salesforce Pardot
Hubspot
Silverpop
Unica
Act-On
Source: http://www.venturebeat.com/2015/01/27/marketing-automation-surprise-eloqua-top-market-share-10-penetration
Share by Companies
 Share by Customers Revenue
What features are actually used?
© Creuna
Source: http://www.regalix.com/by_regalix/research/reports/state-of-b2b-marketing-automation-2015
17%
24%
35%
41%
48%
48%
50%
54%
57%
59%
72%
74%
76%
87%
95%
Sales Intelligence
PPC Advertising
Website Content Optimization
Content Management
Web Analytics
Marketing ROI Analysis
Website Visitor Demographic Report
Segmentation
Integration with Other Systems
Campaign Effectiveness Analytics
Lead Management
Landing Page Creation Ability
Campaign Management
CRM Integration
Email Marketing
Technology Choice
© Creuna
best of suite best of breed
eg. marketo
or eloqua
eg. mailchimp,
optimizely,
google analytics
+ tag manager,
umbraco and
pipelinedeals…
© Creuna
Best of suite best of breed
eg. marketo
or eloqua
eg. mailchimp,
optimizely,
google analytics
+ tag manager,
umbraco and
pipelinedeals…
Technology Choice
© Creuna
You must take ownership for
architecting your own l2rm
business system!
© Creuna
Turn the brand into an
Ecosystem
© Creuna

By focusing with
unprecedented
Consumer-
centricity
© Creuna
marketing
– thought leadership programme
sales
– proof of concept
Case
– payment processing technology vendor
© Creuna
$
?
?
?
?
Revenue
Economic 
value
Micro
conversions
Macro
conversions
Connect both micro and macro
conversions to the business
orders
downloads
of whitepapers
newsletter
subscriptions
completed
user journey
© Creuna
L2RM for Businesses
© Creuna
It starts with ideation
© Creuna
“Is the website more than just a catalogue featuring our products?”
“Can the website be used to generate leads?”
“Who are our visitors ?”
“Do they download information on our products?”
“Can we we track behavior on an individual level?”
From ideation to business case
© Creuna
2
 Weak cooperation between marketing and sales on lead generation
3
 Need for generating more leads from marketing communication 
4
 Sales required more information on leads qualification level
1
 Sales mostly operated by nurturing dealers and architects
From business case to requirements
© Creuna
Connect to CRM 
Report Action in CRM
CRM Integration
 Customer Behavior
Create Alerts
New Lead Entry
New Task
Segment Leads
Customer Engagement
© Creuna
Leadtorevenue
management
Best of Breed LTRM Platform
Analytics
 CMS
ESP
 CRM
© Creuna
Customized solution
Identification performance
© Creuna
8% of the visits are from identified customers
10 % of all current customer identified
5-10% of micro-conversions are attributed to customers
Customer-centric analytics
© Creuna
site search
products page
products specs
campaigns performance
keyword analysis
persona segmentation
Yearly Costs
© Creuna
0
50000
100000
150000
200000
250000
300000
Year 1
 Year 2
 Year 3
 Year 4
 Year 5
YearlyCosts(DKK)
Best of Breed
 Best of Suite
© Creuna
The journey
starts!
Customer journey
analytics
anonymous behaviour
tracking
sales alert!
contact created in crm
system with conversion
info
personalization
personalized content
based on user
information
email
customized email sent
according to marketing
automation rules
conversion
record purchase
history
analytics
identified behavior tracking
Micro-Conversions
First visit
Google
Third Visit
Direct
Second visit
 Personalized
E-mail
Conversion
Marketing Action
© Creuna
Marketing
Channel
Google
E-Mail
Paid Search
Display
Referrals
Social
Direct
Micro-
Conversions
Download Content
Newsletter Sign-up
Page Views
Share content
Tracking
Web Analytics
CRM
ERP
Historical Behavior
Lead Scoring
 Macro-
Conversions
1
2
3
4
5
6
7
8
9
10
No Convert



Convert
© Creuna
Marketing
Channel
Google
E-Mail
Paid Search
Display
Referrals
Social
Direct
Micro-
Conversions
Download Content
Newsletter Sign-up
Page Views
Share content
Tracking
Web Analytics
CRM
ERP
Historical Behavior
Lead Scoring
 Macro-
Conversions
1
2
3
4
5
6
7
8
9
10
No Convert



Convert
marketing + sales
Case wrap-up 
© Creuna
flexible solution
+ customer-centric system
+ customer journey learnings 
+ collection of behavioral data
+ from classic sales to online lead
generation
Lead Identification
Business case
© Creuna
2
 Who is interested in our brand and our contents?
3
 Keeping Sales updated via CRM about client organization’s engagement
4
 Personalizing marketing content to industries and/or specific client organizations
1
 Using website as a marketing tool to generate leads
Lead Forensics 
vs. WOW Analytics 
vs. A1WebStats
vs. RulerAnalytics
vs. Clicky
5 Lead identification contenders
© Creuna
Identifying your B2B visitors
© Creuna
Price (€)
© Creuna
476
212
140
70
9
Lead Forensics
 WOW Analytics
 Ruler Analytics
 A1WebStats
 Clicky
50 times more expensive than the
cheapest solution
Source: http://www.creuna.dk/blog/benchmark-af-fem-lead-identificeringsvrktjer/
Accuracy level
© Creuna
100%
 96%
46%
35%
28%
Lead Forensics
 WOW Analytics
 Ruler Analytics
 A1WebStats
 Clicky
half of the data is
trash !
Source: http://www.creuna.dk/blog/benchmark-af-fem-lead-identificeringsvrktjer/
Number of leads
© Creuna
270
193
160
95
39
A1WebStats
 Lead Forensics
 WOW Analytics
 Ruler Analytics
 Clicky
x 7 more leads than the cheapest
solution
Source: http://www.creuna.dk/blog/benchmark-af-fem-lead-identificeringsvrktjer/
Do they report the same companies?
© Creuna
62%
47%
41%
26%
21%
15%
11%
 9%
 8%
2%
highest overlap between lead forensics
and a1webstats
Source: http://www.creuna.dk/blog/benchmark-af-fem-lead-identificeringsvrktjer/
Features 
© Creuna
Price
 Leads
Generated
User
Interface
Alerts
Reports
CRM
Integration
API
 Info Depth
Lead Forensics
 High
 High
 Poor
 Yes
 Yes
 Yes
 High
A1WebStats
 Low
 High
 Poor
 Yes
 No
 Yes
 Medium
WOWAnalytics
 Moderate
 Moderate
 Medium
 Limited
 Yes
 Yes
 Low
RulerAnalytics
 Low
 Low
 Good
 Yes
 No
 No
 Low
Clicky
 Low
 Low
 Poor
 Yes
 No
 Yes
 Low
Source: http://www.creuna.dk/blog/benchmark-af-fem-lead-identificeringsvrktjer/
a1webstats is a good trade-off between price and features
Customized solution
© Creuna
Behind the scene
© Creuna
Newsletter
tick box
unticked
pre-filled personal
information
CRM	
  ID	
  =	
  
33	
  -­‐	
  Benjamin	
  Belmudez	
  
201	
  -­‐	
  Creuna	
  A/S	
  
Back to your CRM system
© Creuna
website activity reported
in the crm system
customer activity timeline
Sales and marketing in sync
© Creuna
sales + marketing
New opportunities
© Creuna
Alert sent to sales contact person 
Automatic Lead Scoring to prioritize sales efforts
Forward relevant information to personalization system 
Share of revenue attributed to Marketing
© Creuna
Best of breed
+ Launch sales activities
+ No need for new interfaces
+ Stop asking the same questions ! 
Key advantages
+ maintenances is required 
+ with great power comes great responsibility!
+ sync marketing and sales – decide on what the
best approach
Pitfalls
© Creuna
Takeaways
© Creuna
2
 Identify your needs and your current capabilities – do not oversize!
3
 Choose your approach: best of suite vs. best of breed
4
 Personalize, personalize, personalize
5
 Measure, build, learn – Optimize
6
 Enjoy!
1
 Develop a clear vision and be ambitious
thanks!
creuna.dk
 info@creuna.com
company/creuna
slideshare.net/creuna
CreunaDanmark
creuna_dk
Benjamin Belmudez, Insights & Analytics Consultant
Jacob Hartung, Digital Business Consultant

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Lead 2 Revenue Management Tools Drive Customer Engagement

  • 1. Lead 2 Revenue Management Future Marketing Generates Leads Benjamin Belmudez, Insights & Analytics Consultant Jacob Hartung, Digital Business Consultant
  • 2. © Creuna Today’s Program 1.  L2RM, what and why? 2.  How to get started? 3.  Case 1 – LTRM for Businesses 4.  Case 2 – Lead Identification 5.  Take Aways
  • 3. What & why Lead to revenue management
  • 4.
  • 6. © Creuna NodataonEXISTINGcustomers: 25% Noanalysisonleadgeneration: 35% Noanalysisonmarketinginitiatives: 25% Why?Lackofresources: 40%
  • 7. © Creuna a business system for marketers whose offerings mandate a long, complex, or highly considered buying process, comprising integrated goals, processes and metrics that reshape marketing practices to drive effective customer engagement across the customer life cycle – from awareness to advocacy. It is measured through the metric of revenue performance from new customer acquisition through lifetime value. “ “ Forrester Research Lead to Revenue Management - Definition:
  • 8. © Creuna $ ? ? ? ? Revenue Economic value Micro conversions Macro conversions Connect both micro and macro conversions to the business orders downloads of whitepapers newsletter subscriptions completed user journey
  • 9. Creuna.dk - micro conversions © Creuna
  • 10. © Creuna How to get started?
  • 12. Turn the brand into an Ecosystem © Creuna Attracting Acquiring Retaining Co-Creating
  • 13. Customer journey © Creuna discover search investigate compare decision advocate find Purchase/ Desired action like love use get support share trust Align marketing messages to customer needs Create content to help the buyer through his decision journey Provide historical experience data about customers Collect feedback insights about product experience Solicit reviews with incentives
  • 14. Turn the brand into an Ecosystem © Creuna Of connected apps And services
  • 16. Tools Market Share © Creuna Eloqua Marketo Salesforce Pardot Hubspot Silverpop Unica Act-On Source: http://www.venturebeat.com/2015/01/27/marketing-automation-surprise-eloqua-top-market-share-10-penetration Share by Companies Share by Customers Revenue
  • 17. What features are actually used? © Creuna Source: http://www.regalix.com/by_regalix/research/reports/state-of-b2b-marketing-automation-2015 17% 24% 35% 41% 48% 48% 50% 54% 57% 59% 72% 74% 76% 87% 95% Sales Intelligence PPC Advertising Website Content Optimization Content Management Web Analytics Marketing ROI Analysis Website Visitor Demographic Report Segmentation Integration with Other Systems Campaign Effectiveness Analytics Lead Management Landing Page Creation Ability Campaign Management CRM Integration Email Marketing
  • 18. Technology Choice © Creuna best of suite best of breed eg. marketo or eloqua eg. mailchimp, optimizely, google analytics + tag manager, umbraco and pipelinedeals…
  • 19. © Creuna Best of suite best of breed eg. marketo or eloqua eg. mailchimp, optimizely, google analytics + tag manager, umbraco and pipelinedeals… Technology Choice
  • 20. © Creuna You must take ownership for architecting your own l2rm business system! © Creuna
  • 21. Turn the brand into an Ecosystem © Creuna By focusing with unprecedented Consumer- centricity
  • 22. © Creuna marketing – thought leadership programme sales – proof of concept Case – payment processing technology vendor
  • 23. © Creuna $ ? ? ? ? Revenue Economic value Micro conversions Macro conversions Connect both micro and macro conversions to the business orders downloads of whitepapers newsletter subscriptions completed user journey
  • 24. © Creuna L2RM for Businesses
  • 26. It starts with ideation © Creuna “Is the website more than just a catalogue featuring our products?” “Can the website be used to generate leads?” “Who are our visitors ?” “Do they download information on our products?” “Can we we track behavior on an individual level?”
  • 27. From ideation to business case © Creuna 2 Weak cooperation between marketing and sales on lead generation 3 Need for generating more leads from marketing communication 4 Sales required more information on leads qualification level 1 Sales mostly operated by nurturing dealers and architects
  • 28. From business case to requirements © Creuna Connect to CRM Report Action in CRM CRM Integration Customer Behavior Create Alerts New Lead Entry New Task Segment Leads Customer Engagement
  • 29. © Creuna Leadtorevenue management Best of Breed LTRM Platform Analytics CMS ESP CRM
  • 31. Identification performance © Creuna 8% of the visits are from identified customers 10 % of all current customer identified 5-10% of micro-conversions are attributed to customers
  • 32. Customer-centric analytics © Creuna site search products page products specs campaigns performance keyword analysis persona segmentation
  • 33. Yearly Costs © Creuna 0 50000 100000 150000 200000 250000 300000 Year 1 Year 2 Year 3 Year 4 Year 5 YearlyCosts(DKK) Best of Breed Best of Suite
  • 34. © Creuna The journey starts! Customer journey analytics anonymous behaviour tracking sales alert! contact created in crm system with conversion info personalization personalized content based on user information email customized email sent according to marketing automation rules conversion record purchase history analytics identified behavior tracking Micro-Conversions First visit Google Third Visit Direct Second visit Personalized E-mail Conversion Marketing Action
  • 35. © Creuna Marketing Channel Google E-Mail Paid Search Display Referrals Social Direct Micro- Conversions Download Content Newsletter Sign-up Page Views Share content Tracking Web Analytics CRM ERP Historical Behavior Lead Scoring Macro- Conversions 1 2 3 4 5 6 7 8 9 10 No Convert Convert
  • 36. © Creuna Marketing Channel Google E-Mail Paid Search Display Referrals Social Direct Micro- Conversions Download Content Newsletter Sign-up Page Views Share content Tracking Web Analytics CRM ERP Historical Behavior Lead Scoring Macro- Conversions 1 2 3 4 5 6 7 8 9 10 No Convert Convert marketing + sales
  • 37. Case wrap-up © Creuna flexible solution + customer-centric system + customer journey learnings + collection of behavioral data + from classic sales to online lead generation
  • 39. Business case © Creuna 2 Who is interested in our brand and our contents? 3 Keeping Sales updated via CRM about client organization’s engagement 4 Personalizing marketing content to industries and/or specific client organizations 1 Using website as a marketing tool to generate leads
  • 40. Lead Forensics vs. WOW Analytics vs. A1WebStats vs. RulerAnalytics vs. Clicky 5 Lead identification contenders © Creuna
  • 41. Identifying your B2B visitors © Creuna
  • 42. Price (€) © Creuna 476 212 140 70 9 Lead Forensics WOW Analytics Ruler Analytics A1WebStats Clicky 50 times more expensive than the cheapest solution Source: http://www.creuna.dk/blog/benchmark-af-fem-lead-identificeringsvrktjer/
  • 43. Accuracy level © Creuna 100% 96% 46% 35% 28% Lead Forensics WOW Analytics Ruler Analytics A1WebStats Clicky half of the data is trash ! Source: http://www.creuna.dk/blog/benchmark-af-fem-lead-identificeringsvrktjer/
  • 44. Number of leads © Creuna 270 193 160 95 39 A1WebStats Lead Forensics WOW Analytics Ruler Analytics Clicky x 7 more leads than the cheapest solution Source: http://www.creuna.dk/blog/benchmark-af-fem-lead-identificeringsvrktjer/
  • 45. Do they report the same companies? © Creuna 62% 47% 41% 26% 21% 15% 11% 9% 8% 2% highest overlap between lead forensics and a1webstats Source: http://www.creuna.dk/blog/benchmark-af-fem-lead-identificeringsvrktjer/
  • 46. Features © Creuna Price Leads Generated User Interface Alerts Reports CRM Integration API Info Depth Lead Forensics High High Poor Yes Yes Yes High A1WebStats Low High Poor Yes No Yes Medium WOWAnalytics Moderate Moderate Medium Limited Yes Yes Low RulerAnalytics Low Low Good Yes No No Low Clicky Low Low Poor Yes No Yes Low Source: http://www.creuna.dk/blog/benchmark-af-fem-lead-identificeringsvrktjer/ a1webstats is a good trade-off between price and features
  • 48. Behind the scene © Creuna Newsletter tick box unticked pre-filled personal information CRM  ID  =   33  -­‐  Benjamin  Belmudez   201  -­‐  Creuna  A/S  
  • 49. Back to your CRM system © Creuna website activity reported in the crm system customer activity timeline
  • 50. Sales and marketing in sync © Creuna sales + marketing
  • 51. New opportunities © Creuna Alert sent to sales contact person Automatic Lead Scoring to prioritize sales efforts Forward relevant information to personalization system Share of revenue attributed to Marketing
  • 52. © Creuna Best of breed + Launch sales activities + No need for new interfaces + Stop asking the same questions ! Key advantages
  • 53. + maintenances is required + with great power comes great responsibility! + sync marketing and sales – decide on what the best approach Pitfalls © Creuna
  • 54. Takeaways © Creuna 2 Identify your needs and your current capabilities – do not oversize! 3 Choose your approach: best of suite vs. best of breed 4 Personalize, personalize, personalize 5 Measure, build, learn – Optimize 6 Enjoy! 1 Develop a clear vision and be ambitious
  • 55. thanks! creuna.dk info@creuna.com company/creuna slideshare.net/creuna CreunaDanmark creuna_dk Benjamin Belmudez, Insights & Analytics Consultant Jacob Hartung, Digital Business Consultant