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Make Smart Portfolio Decisions
18 September 2012
                                                  automated email                              Another automated
                                                  flow with survey                             flow but with
                                                  questions on each                            different style of
                                                  form to download                             assets and
                                                  the asset                                    questions
                           eDM 1 – Gartner –
    Email to local        PT: waste reduction                          PPM Solution Briefs &
     Database               in 3 dimensions                              Customer Case
                                                                             Studies                              POC
      Gantthead
        Email
      Promotion                                                         PPM Buyer’s Guide                       Further
                          eDM 2- “The CIO as                                                                  Qualification
                               a Portfolio                                                                      Meeting
      DWA Email           Strategist” Forrester
      Promotion
                                                                        Ovum Technology                     PPM Simulation
                                                                        Audit Clarity v13                    for individual
                                                                                                               customer
                           eDM 3 - “PPM for
                             Innovative
      BSI Local              Enterprise”
      microsite                  CA
                                                       Nurture
                                                   teleprospecting       Teleprospecting
                                                     program to              qualify
                                                    uncover leads
                          eDM 4 – Gantthead                                                           MQL
                          PPM: A Catalyst for
       Gartner               Innovation                                                Y
     Symposium                                                     Y         Pass to
                            eDM 5 – Global           qualify for              sales?                   Aim is to move
                             BrightTalk PT           follow up?
                                Channel                                                                them through the
                                                                                                       journey but also
                                                                                                       recognise the stage
                             Portfolio Trans.                                                          they are in and stop
                             Seminar Series                                                            automated flows if
     Email invitation –                                                   nurture cycle
    Internal database                                                                                  they skip ahead.
    / potential partner      PPM Simulation

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Example buyers journey flow

  • 1. Make Smart Portfolio Decisions 18 September 2012 automated email Another automated flow with survey flow but with questions on each different style of form to download assets and the asset questions eDM 1 – Gartner – Email to local PT: waste reduction PPM Solution Briefs & Database in 3 dimensions Customer Case Studies POC Gantthead Email Promotion PPM Buyer’s Guide Further eDM 2- “The CIO as Qualification a Portfolio Meeting DWA Email Strategist” Forrester Promotion Ovum Technology PPM Simulation Audit Clarity v13 for individual customer eDM 3 - “PPM for Innovative BSI Local Enterprise” microsite CA Nurture teleprospecting Teleprospecting program to qualify uncover leads eDM 4 – Gantthead MQL PPM: A Catalyst for Gartner Innovation Y Symposium Y Pass to eDM 5 – Global qualify for sales? Aim is to move BrightTalk PT follow up? Channel them through the journey but also recognise the stage Portfolio Trans. they are in and stop Seminar Series automated flows if Email invitation – nurture cycle Internal database they skip ahead. / potential partner PPM Simulation