Becoming a Cohesive Unit - Caleb Trecek

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Becoming a Cohesive Unit - Caleb Trecek

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In his presentation, Caleb shares five signs your company is ready for marketing automation, how to attain stakeholder buy-in, and how to enable your company to achieve success with the software.

In his presentation, Caleb shares five signs your company is ready for marketing automation, how to attain stakeholder buy-in, and how to enable your company to achieve success with the software.

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  • 1. Page 1 © 2014 Marketo, Inc.#MKTGNATION14 Becoming a Cohesive Unit Caleb Trecek Marketing Services Manager—LeadMD
  • 2. Page 2 © 2014 Marketo, Inc.#MKTGNATION14 Marketing Automation Covering the Potholes on the Road to Marketing Success The LawLogix Customer Success Story
  • 3. Page 3 © 2014 Marketo, Inc.#MKTGNATION14 1. Where We Were 1. Small team 2. Using Salesforce.com 3. Using another tool for email only 2. Where We Wanted to Be 1. Growing team 2. More than email 3. Recognition of marketing revenue Our Story
  • 4. Page 4 © 2014 Marketo, Inc.#MKTGNATION14 Change the Perception of Marketing
  • 5. Page 5 © 2014 Marketo, Inc.#MKTGNATION14 1. No visibility into lead acquisition and conversion 5 Signs You’re Ready for Marketing Automation
  • 6. Page 6 © 2014 Marketo, Inc.#MKTGNATION14 2. You want a seat at the revenue table 5 Signs You’re Ready for Marketing Automation
  • 7. Page 7 © 2014 Marketo, Inc.#MKTGNATION14 3. You don’t know your customers or what they like 5 Signs You’re Ready for Marketing Automation
  • 8. Page 8 © 2014 Marketo, Inc.#MKTGNATION14 4. There’s no personalized conversation between you and your leads/customers 5 Signs You’re Ready for Marketing Automation
  • 9. Page 9 © 2014 Marketo, Inc.#MKTGNATION14 5. The current methodology isn’t scalable 5 Signs You’re Ready for Marketing Automation
  • 10. Page 10 © 2014 Marketo, Inc.#MKTGNATION14 • It’s too expensive • I don’t know what others have to say • Our current methods are fine • Show the value of Marketo • Have a reference call • Demonstrate the deficiencies of your current methods The Internal Sale
  • 11. Page 11 © 2014 Marketo, Inc.#MKTGNATION14 1. Don’t try to solve everything at once 2. Have a plan going into the process 1. Naming conventions 2. Who will be responsible for what 3. Approval Processes 3. Be active in the community 4. Involve the sales team You Can Teach an Old Dog New Tricks
  • 12. Page 12 © 2014 Marketo, Inc.#MKTGNATION14 1. The gap between sales and marketing was closed Big Wins
  • 13. Page 13 © 2014 Marketo, Inc.#MKTGNATION14 1. Marketing was able to take some credit for big sales Big Wins
  • 14. Page 14 © 2014 Marketo, Inc.#MKTGNATION14 1. Doubling the efficiency of our team Big Wins
  • 15. Page 15 © 2014 Marketo, Inc.#MKTGNATION14 Q&A Caleb Trecek Marketing Services Manager—LeadMD caleb@leadmd.com @socmedworks