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Coordinating Campaigns to
Maximize Success
Quick Introductions
Daniel Rodriguez
Head of Marketing
at Alyce
Stephen Farnsworth
Head of Partnerships
at Outreach
Sandra Freeman
Head of Strategic Marketing
at Engagio
Agenda
Intro to Coordinated Multi-Channel ABM
Step #1: Identify ABM Campaign Purpose & Goals
Step #2: How to Craft Cross-Channel ABM Plays
Step #3: How to Coordinate ABM Plays to Align to
Buyer Needs
Putting ABM into Action: Your Next Steps
1
2
3
4
5
Personalized to your audience Easier to see ROI
Better relationships with clients & prospects
More effective marketing campaigns
Shortens sales cycles
ABM that works, looks like this
WHY DO WE DO ABM?
Aligns sales & marketing
Right Messages
Right People
Right Time
How do you make sure you do that?
RIGHT MESSAGE, PEOPLE, AND TIME
Which accounts
are ready to buy?
What are the most
effective ways to
engage these buyers?
What actually worked?
How are we penetrating
accounts?
Which accounts
are in my market?
72% of buyers say they would rather connect
with brands and businesses through
multichannel marketing
90% of buyers expect consistent
interactions across channels
Only 14% of organizations say they are
currently running coordinated marketing
campaigns across all channels
HOWEVER,
Source: https://www.autopilothq.com/blog/multi-channel-marketing-statistics/
People will engage on their own
terms, not yours
There is no silver bullet.
You need to give buyers CHOICES to engage without being pushy.
You need to be aware of where they are in their journey, to engage in the right way.
The bottom line is...
Step 1.
Identify ABM Purpose & Goals
Net-New Accounts w/ no Engagement
Already Engaged Accounts
Existing Opportunities
Existing Customers
Engage & Create Interest
Start a Conversation and Set Meetings
Accelerate Sales Cycles
Expand within Existing Accounts
WHO ARE YOU TRYING TO REACH... ...AND WHY?
Determining how to design your ABM
campaigns starts with identifying…
Account Selection
Apply this Criteria...
...to inform your audience for each play
Work with SalesDefine your ICP Leverage your Tech Stack
New ICP Acct
Engagement
Fast-Track Engaged
Target Accounts
Pipeline Accelerator Target Account Expansion
Prospect Selection
CMO
VP of Sales
Marketing Ops
Demand Gen Manager
Pick key personas to target Identify 6-10 targets
that fit your personas
Understand who your
buyers really are
Role/Responsibilities
Behavioral/Intent Data
Current Challenges
Personal Interests
1. Identify Key Personas 2. Identify the Likely Buying Team 3. Get Personalized Insights
Step 2.
How to Craft Cross-Channel
ABM Plays
Avoid over-dependence on a single
technique. Prospectors should be experts
in two to four complementary techniques
and know the pros and cons of each.”
– Aaron Ross & Jason Lemkin, From Impossible To Inevitable
“
Direct MailEmail
The key ingredients to your ABM engagement strategy
ABM ENGAGEMENT MIX
Sales OutreachAdvertising
Orchestration
How Fuze Does Targeted Advertising
Early Stage Awareness Ads
How Fuze Does Targeted Advertising
Active Opportunities and Accounts
with High Levels of 3rd Party Intent
How Fuze Does Targeted Advertising
How to:
Based on Journey
Stage, serve up
relevant ads
Account-Based Direct Mail
Immediately Actionable
Thoughtful Gifting
Real Personalization
Account-Based Direct Mail
Immediately Actionable
Thoughtful Gifting
Real Personalization
Account-Based Direct Mail
Immediately Actionable
Thoughtful Gifting
Real Personalization
How Fuze drives connections with
personal direct mail at scale
Targeting a CIO
at Enterprise
Tech Company
Alyce finds out
he’s SUPER into
Motorcycles
Abbie sends this
book on Alyce’s
recommendation
Booked Meeting &
Opened Opp!
25+
reps using
Alyce to Send
Personal Gifts
10-15
gifts sent per
week per rep
$45M+
in pipeline
generated
How Fuze Drives Connections with
Personal Direct Mail at Scale
Abbie Crossen
BDR
“Meetings begin with a much more
familiar feel since we've already
broken the ice”
“Alyce allows me to cut through the
noise and get on the radar
of busy high-level execs.”
Manager/
Director
Product
Marketing
Enterprise
(1000+)
B2B
Tech
ICP
Account-Based Email
Relevant & Helpful
in Context of
Buyer’s Journey
Highly Targeted
Segments
Targeted
Messaging and
Offer
Vertical Market
Segment
Persona Seniority
Product Marketing Managers at Enterprise
B2B Tech Companies in Our ICP
Account-Based Email
Relevant & Helpful
Content
Highly Targeted
Segments
Targeted Messaging
and Offer
All helpful concept for
product marketers
Account-Based Email
Relevant & Helpful
Content
Highly Targeted
Segments
Targeted Messaging
and Offer
Key Pain Point for Product
Marketing Managers
Clear point of value to
help alleviate pain point
Personalized Communications
Account-Based Sales
Alignment with Marketing
Shared Data & Intelligence
Personalized Communications
Account-Based Sales
Alignment with Marketing
Shared Data & Intelligence
Personalized Communications
Account-Based Sales
Alignment with Marketing
Shared Data & Intelligence
How Jellyvision Drives Account Efficiency
Jeremy von Halle
VP of Rev Ops
Attention-getting combo of direct
mails, emails, and phone calls
Messaging coordinated with
marketing engagement
Lists curated by account score,
personas & segmented by industry
44%
Sequence
email open
rate
6.1%
Sequence
reply rate
25%
Of accounts
converted to
opportunity
Contacts triggered to sequence by
persona on delivery
1
2
3
4
Chart out Your ABM engagement matrix
Net New ICP
Engagement
Engaged Fast Track Pipeline Acceleration Target Account
Expansion
Advertising Brand Awareness Ads Persona + Industry-Based
Ad to Watch Video
Down-funnel Offer
(ROI, Case Studies, etc.)
Drive awareness with
different personas/
buying groups
Marketing Email Educational Blog Post Persona + Industry-Based
Mid-Funnel Offer
(Webinar, Ebook, etc.)
Analyst Reports, Case
Studies, Customer
Webinars
Account-specific
case-studies
Direct Mail Personal Gift to 4-6
Identified Key
Stakeholders
“Nurture Activation” Gift
incorporated into
Nurture Program
Swag or high-value
personalized gift to
Champion to re-engage
or accelerate cycle
Sales sends Swag or
high-value gift to new
Sales Outreach Persona-Based
Prospecting Sequence
Inbound follow-up
Sequence
(Calls, Emails, Inmail)
Opp Re-engagement
Sequence- Stay top of
Mind
Leveraging existing
inroads to reach new
buying centers
Sales & Marketing Alignment to Action
Step 3.
How to Coordinate Those Plays
to Align to Buyer Needs
CONTEXT is King
Creating coordinated campaigns doesn’t mean
right people, right message, all at once...
It means coordinating your engagement at the
right time, and positioning it in the right context.
ADS
EMAIL
SALES
DIRECT
MAIL
A disconnected sequence leaves gaps
Send direct mail even
though they’ve never
heard of you
Start advertising
awareness ads
Marketing email with
invitation to webinar
Direct
Mail EmailAd
Day 1 Day 6Day 3
Marketing
Cold email from sales
not referencing the
direct mail sent
Cold call from sales
w/ voicemail not
referencing direct mail
LinkedIn InMail with no
reference to webinar
they were invited to
InMailCall
Day 2 Day 5
Sales
Email
Day 4 Day 7 Day 8
SEQUENCE OF EVENTS MATTERS
A coordinated approach treats your prospect
as a person and not a number
SEQUENCE OF EVENTS MATTERS
Day 1 Day 6Day 3Day 2 Day 5Day 4 Day 7 Day 8
Start advertising to
generate awareness &
brand recognition
Queue a Personalized
Gift to be sent via direct
mail
Email your prospect
to introduce yourself and
let them know a gift is
coming their way
1. Gift Gets Delivered
2. Call as soon as they
engage to start a
conversation
Ad Ad Email Call
Let the BUYER dictate your next move
Run your play until you have engagement
Get the right automation & orchestration in place to immediately shift to the next play
Repeat for next phase- guide your buyer through the journey
NETNEWICP
Ads
Email
Direct Mail
Sales
ENGAGED
FASTTRACK
Ads
Email
Direct Mail
Sales
SHIFT
Awareness
Educational
Door Opener
Cold Sequence
Consideration
ROI/ Case Studies
Lead Activation
Lead Follow-up Sequence
3 Key Takeaways
Multi-Channel Matters: Chart out your ABM Engagement Mix for each Play
Personalization Matters: Treat Buyers as People, Not Numbers
Timing & Context Matters: Meet Your Buyers Where They’re At
1
2
3
Questions?
daniel@alyce.com
https://www.linkedin.com/in/drodriguez4/
stephen.farnsworth@outreach.io
https://www.linkedin.com/in/stephen-farnsworth/
sandra@engagio.com
https://www.linkedin.com/in/sandrakfreeman/

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ABM that Works: Coordinating Campaigns to Maximize Success

  • 2. Quick Introductions Daniel Rodriguez Head of Marketing at Alyce Stephen Farnsworth Head of Partnerships at Outreach Sandra Freeman Head of Strategic Marketing at Engagio
  • 3. Agenda Intro to Coordinated Multi-Channel ABM Step #1: Identify ABM Campaign Purpose & Goals Step #2: How to Craft Cross-Channel ABM Plays Step #3: How to Coordinate ABM Plays to Align to Buyer Needs Putting ABM into Action: Your Next Steps 1 2 3 4 5
  • 4. Personalized to your audience Easier to see ROI Better relationships with clients & prospects More effective marketing campaigns Shortens sales cycles ABM that works, looks like this WHY DO WE DO ABM? Aligns sales & marketing
  • 6. How do you make sure you do that? RIGHT MESSAGE, PEOPLE, AND TIME Which accounts are ready to buy? What are the most effective ways to engage these buyers? What actually worked? How are we penetrating accounts? Which accounts are in my market?
  • 7. 72% of buyers say they would rather connect with brands and businesses through multichannel marketing 90% of buyers expect consistent interactions across channels Only 14% of organizations say they are currently running coordinated marketing campaigns across all channels HOWEVER, Source: https://www.autopilothq.com/blog/multi-channel-marketing-statistics/
  • 8. People will engage on their own terms, not yours
  • 9. There is no silver bullet. You need to give buyers CHOICES to engage without being pushy. You need to be aware of where they are in their journey, to engage in the right way. The bottom line is...
  • 10. Step 1. Identify ABM Purpose & Goals
  • 11. Net-New Accounts w/ no Engagement Already Engaged Accounts Existing Opportunities Existing Customers Engage & Create Interest Start a Conversation and Set Meetings Accelerate Sales Cycles Expand within Existing Accounts WHO ARE YOU TRYING TO REACH... ...AND WHY? Determining how to design your ABM campaigns starts with identifying…
  • 12. Account Selection Apply this Criteria... ...to inform your audience for each play Work with SalesDefine your ICP Leverage your Tech Stack New ICP Acct Engagement Fast-Track Engaged Target Accounts Pipeline Accelerator Target Account Expansion
  • 13. Prospect Selection CMO VP of Sales Marketing Ops Demand Gen Manager Pick key personas to target Identify 6-10 targets that fit your personas Understand who your buyers really are Role/Responsibilities Behavioral/Intent Data Current Challenges Personal Interests 1. Identify Key Personas 2. Identify the Likely Buying Team 3. Get Personalized Insights
  • 14. Step 2. How to Craft Cross-Channel ABM Plays
  • 15. Avoid over-dependence on a single technique. Prospectors should be experts in two to four complementary techniques and know the pros and cons of each.” – Aaron Ross & Jason Lemkin, From Impossible To Inevitable “
  • 16. Direct MailEmail The key ingredients to your ABM engagement strategy ABM ENGAGEMENT MIX Sales OutreachAdvertising Orchestration
  • 17. How Fuze Does Targeted Advertising Early Stage Awareness Ads
  • 18. How Fuze Does Targeted Advertising Active Opportunities and Accounts with High Levels of 3rd Party Intent
  • 19. How Fuze Does Targeted Advertising How to: Based on Journey Stage, serve up relevant ads
  • 20. Account-Based Direct Mail Immediately Actionable Thoughtful Gifting Real Personalization
  • 21. Account-Based Direct Mail Immediately Actionable Thoughtful Gifting Real Personalization
  • 22. Account-Based Direct Mail Immediately Actionable Thoughtful Gifting Real Personalization
  • 23. How Fuze drives connections with personal direct mail at scale Targeting a CIO at Enterprise Tech Company Alyce finds out he’s SUPER into Motorcycles Abbie sends this book on Alyce’s recommendation Booked Meeting & Opened Opp!
  • 24. 25+ reps using Alyce to Send Personal Gifts 10-15 gifts sent per week per rep $45M+ in pipeline generated How Fuze Drives Connections with Personal Direct Mail at Scale Abbie Crossen BDR “Meetings begin with a much more familiar feel since we've already broken the ice” “Alyce allows me to cut through the noise and get on the radar of busy high-level execs.”
  • 25. Manager/ Director Product Marketing Enterprise (1000+) B2B Tech ICP Account-Based Email Relevant & Helpful in Context of Buyer’s Journey Highly Targeted Segments Targeted Messaging and Offer Vertical Market Segment Persona Seniority Product Marketing Managers at Enterprise B2B Tech Companies in Our ICP
  • 26. Account-Based Email Relevant & Helpful Content Highly Targeted Segments Targeted Messaging and Offer All helpful concept for product marketers
  • 27. Account-Based Email Relevant & Helpful Content Highly Targeted Segments Targeted Messaging and Offer Key Pain Point for Product Marketing Managers Clear point of value to help alleviate pain point
  • 28. Personalized Communications Account-Based Sales Alignment with Marketing Shared Data & Intelligence
  • 29. Personalized Communications Account-Based Sales Alignment with Marketing Shared Data & Intelligence
  • 30. Personalized Communications Account-Based Sales Alignment with Marketing Shared Data & Intelligence
  • 31. How Jellyvision Drives Account Efficiency Jeremy von Halle VP of Rev Ops Attention-getting combo of direct mails, emails, and phone calls Messaging coordinated with marketing engagement Lists curated by account score, personas & segmented by industry 44% Sequence email open rate 6.1% Sequence reply rate 25% Of accounts converted to opportunity Contacts triggered to sequence by persona on delivery 1 2 3 4
  • 32. Chart out Your ABM engagement matrix Net New ICP Engagement Engaged Fast Track Pipeline Acceleration Target Account Expansion Advertising Brand Awareness Ads Persona + Industry-Based Ad to Watch Video Down-funnel Offer (ROI, Case Studies, etc.) Drive awareness with different personas/ buying groups Marketing Email Educational Blog Post Persona + Industry-Based Mid-Funnel Offer (Webinar, Ebook, etc.) Analyst Reports, Case Studies, Customer Webinars Account-specific case-studies Direct Mail Personal Gift to 4-6 Identified Key Stakeholders “Nurture Activation” Gift incorporated into Nurture Program Swag or high-value personalized gift to Champion to re-engage or accelerate cycle Sales sends Swag or high-value gift to new Sales Outreach Persona-Based Prospecting Sequence Inbound follow-up Sequence (Calls, Emails, Inmail) Opp Re-engagement Sequence- Stay top of Mind Leveraging existing inroads to reach new buying centers
  • 33. Sales & Marketing Alignment to Action
  • 34. Step 3. How to Coordinate Those Plays to Align to Buyer Needs
  • 35. CONTEXT is King Creating coordinated campaigns doesn’t mean right people, right message, all at once... It means coordinating your engagement at the right time, and positioning it in the right context. ADS EMAIL SALES DIRECT MAIL
  • 36. A disconnected sequence leaves gaps Send direct mail even though they’ve never heard of you Start advertising awareness ads Marketing email with invitation to webinar Direct Mail EmailAd Day 1 Day 6Day 3 Marketing Cold email from sales not referencing the direct mail sent Cold call from sales w/ voicemail not referencing direct mail LinkedIn InMail with no reference to webinar they were invited to InMailCall Day 2 Day 5 Sales Email Day 4 Day 7 Day 8 SEQUENCE OF EVENTS MATTERS
  • 37.
  • 38. A coordinated approach treats your prospect as a person and not a number SEQUENCE OF EVENTS MATTERS Day 1 Day 6Day 3Day 2 Day 5Day 4 Day 7 Day 8 Start advertising to generate awareness & brand recognition Queue a Personalized Gift to be sent via direct mail Email your prospect to introduce yourself and let them know a gift is coming their way 1. Gift Gets Delivered 2. Call as soon as they engage to start a conversation Ad Ad Email Call
  • 39.
  • 40. Let the BUYER dictate your next move Run your play until you have engagement Get the right automation & orchestration in place to immediately shift to the next play Repeat for next phase- guide your buyer through the journey NETNEWICP Ads Email Direct Mail Sales ENGAGED FASTTRACK Ads Email Direct Mail Sales SHIFT Awareness Educational Door Opener Cold Sequence Consideration ROI/ Case Studies Lead Activation Lead Follow-up Sequence
  • 41. 3 Key Takeaways Multi-Channel Matters: Chart out your ABM Engagement Mix for each Play Personalization Matters: Treat Buyers as People, Not Numbers Timing & Context Matters: Meet Your Buyers Where They’re At 1 2 3