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© 2021 Jones Lang LaSalle IP, Inc. All rights reserved. 1
From Omni-Spam to Omni-Relevant
How to deliver human experiences at scale
Francesco Federico
Executive Director of Global Marketing Technology
Reading, 6 October 2022
2
Deliver integrated, seamless MarTech solutions to support
Marketing to deliver profitable growth for JLL
Personalized
Provide tailored
experiences to
exceed expectations
at every moment
that matters to the
customers
Meet Customers
Where They Are
Drive demand
through our owned
or paid channels
based on customers’
preferences
Measurable
Real time access to
data and analytics
to track and monitor
contributions to
MROI
Frictionless
Create frictionless
experience across
the end-to-end
customer journey
Proactive
Real time access to
Marketing
commitments and
adjust with shifting
current event needs
MarTech | Our Mission
How to transition go-to-market processes from
omni-spam to native omni-channel?
Account Based
Marketing
(ABM)
Revenue
Operations
(RevOps)
4
ABM & RevOps | The indispensable partnership for
success
© 2021 Jones Lang LaSalle IP, Inc. All rights reserved. 5
Revenue Operations (RevOps) is the
end-to-end business process of driving
predictable revenue, across marketing,
sales, renewals, and expansion through
transparency and execution rigor.
Account Based Marketing (ABM) is a
strategic approach that aligns resources
against a set of defined prospects and
accounts in a way that is relevant and
valuable to those accounts and to sales
ABM & RevOps | Let’s define the key components of a
modern, demand-driven marketing function
6
Management of third-party
agencies.
Pre and post-sale deal diligence
and analysis
Multi-year cash flow, cost and
profit modeling. LTV:CAC
assessment and analysis
Deal review and approval process
design, management
Eloqua, Zendesk, 365 and SFDC
integrations.
Data object management
Data integrity management
Report/Dashboard management,
development
Full bowtie analysis
Leading and lagging indicator
management and analytics
TAM assessment and analysis
Pipeline management and
analytics
Sales and marketing KPI
management and reporting
Lead Management Tools & Systems Business Reporting &
Analytics
The Three Pillars | Foundational elements of successful ABM
campaigns
Account Based Marketing
7
Lead Capture Lead Qualification Lead Hand-off
Lead Conversion
and reporting
Sales Qualified Leads
(SQLs)
Marketing Qualified Leads
(MQLs)
Sales Accepted Leads
(SALs)
Business outputs
MarTech | Our combined ABM - RevOps tech stack
© 2021 Jones Lang LaSalle IP, Inc. All rights reserved. 8
In practice | JLL ABM campaign funnel
Perfect ABM execution requires full integration with all marketing
processes
© 2021 Jones Lang LaSalle IP, Inc. All rights reserved. 9
ABM | In action
10
Revenue
Reporting -
Instrumentation
Full Funnel View:
• Pipeline activation (MQL, SAL,
SQL, etc.)
• Pipeline composition (3VC)
• Deal progression- stage
monitoring.
• Renewals. Cross and Upsells
Activity (Hustle):
• Calls, emails, chat-bots.
• Week-over-week trending
Account Engagement:
• % territory touched/engaged by
seller
Forecast:
• % to goal by region,
by team, by seller
• Roll-up and math-
based quantitative
forecast by team
Enablement and process alignment:
• Lead stage definitions with corresponding key milestone, seller/buyer activity
expectations
• Prescribed sales data validation rules set per sales stage
• Handoff and rules of engagement process definition and alignment (Marketing,
Sales, etc.)
• Forecasting process design and alignment
Tools Set Up & Management:
• Tools/systems configuration and
integrations
• Real time reporting, dashboarding and
analytics
• CRM, Sales Automation, Marketing
Automation, etc.
Revenue Process
Design &
Enhancement
Revenue
KPI/Metrics
Identification &
Alignment
RevOps | In action
© 2021 Jones Lang LaSalle IP, Inc. All rights reserved. 12
Transformation | A people and culture-first journey that drives
outcomes
© 2021 Jones Lang LaSalle IP, Inc. All rights reserved. 13
Metrics | Demonstrating success and value generation
Strong focus on KPIs, line to revenue and M-ROI to unlock further
investments
© 2021 Jones Lang LaSalle IP, Inc. All rights reserved. 14
Inclusivity | Interactive, real-time dashboards to bring the
business in
An easy-to-use tool unearthing critical business intelligence
© 2021 Jones Lang LaSalle IP, Inc. All rights reserved. 16
Wrapping Up | What went well
Increase probability of conversion
Identifying routing rules for each
business line
Prevent revenue leakage through
lead re-assignment for match
with business line services
Consistent customer experience
from inquiry to sales acceptance
Fast response Lead Recycling Customer Experience
PPC campaigns metrics show
ABM works well even for existing
clients
Most of the sale was done by
cross sell
Many opportunities to lose this
lead because of holidays, teams
not communicating properly, etc.
but came together
Digital Success Cross Sell Focus Saved Opportunity
© 2021 Jones Lang LaSalle IP, Inc. All rights reserved. 17
Wrapping Up | What could be improved
Feedback from sales gets analyzed by RevOps then fed back to Marketing who then adjusts
their content and target audience strategies to make better campaigns which then creates
better leads and lead management provides better opportunities to sales – this needs to be
a continuous, engaged loop
Sales Partnership
Establishing a data driven team
provides an opportunity to
identify misalignments – but
these need to have an action
plan
Access to CRM for the RevOps
team and all customer facing
functions to capture sales
Consolidated and accuracy of
data in one source (still too many
silos)
Intel Systems Data
© 2021 Jones Lang LaSalle IP, Inc. All rights reserved. 18
Thank you

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From Omni-Spam to Omni-Relevant: How to Deliver Human Experiences at Scale (Francesco Federico at JLL)

  • 1. © 2021 Jones Lang LaSalle IP, Inc. All rights reserved. 1 From Omni-Spam to Omni-Relevant How to deliver human experiences at scale Francesco Federico Executive Director of Global Marketing Technology Reading, 6 October 2022
  • 2. 2 Deliver integrated, seamless MarTech solutions to support Marketing to deliver profitable growth for JLL Personalized Provide tailored experiences to exceed expectations at every moment that matters to the customers Meet Customers Where They Are Drive demand through our owned or paid channels based on customers’ preferences Measurable Real time access to data and analytics to track and monitor contributions to MROI Frictionless Create frictionless experience across the end-to-end customer journey Proactive Real time access to Marketing commitments and adjust with shifting current event needs MarTech | Our Mission
  • 3. How to transition go-to-market processes from omni-spam to native omni-channel?
  • 4. Account Based Marketing (ABM) Revenue Operations (RevOps) 4 ABM & RevOps | The indispensable partnership for success
  • 5. © 2021 Jones Lang LaSalle IP, Inc. All rights reserved. 5 Revenue Operations (RevOps) is the end-to-end business process of driving predictable revenue, across marketing, sales, renewals, and expansion through transparency and execution rigor. Account Based Marketing (ABM) is a strategic approach that aligns resources against a set of defined prospects and accounts in a way that is relevant and valuable to those accounts and to sales ABM & RevOps | Let’s define the key components of a modern, demand-driven marketing function
  • 6. 6 Management of third-party agencies. Pre and post-sale deal diligence and analysis Multi-year cash flow, cost and profit modeling. LTV:CAC assessment and analysis Deal review and approval process design, management Eloqua, Zendesk, 365 and SFDC integrations. Data object management Data integrity management Report/Dashboard management, development Full bowtie analysis Leading and lagging indicator management and analytics TAM assessment and analysis Pipeline management and analytics Sales and marketing KPI management and reporting Lead Management Tools & Systems Business Reporting & Analytics The Three Pillars | Foundational elements of successful ABM campaigns Account Based Marketing
  • 7. 7 Lead Capture Lead Qualification Lead Hand-off Lead Conversion and reporting Sales Qualified Leads (SQLs) Marketing Qualified Leads (MQLs) Sales Accepted Leads (SALs) Business outputs MarTech | Our combined ABM - RevOps tech stack
  • 8. © 2021 Jones Lang LaSalle IP, Inc. All rights reserved. 8 In practice | JLL ABM campaign funnel Perfect ABM execution requires full integration with all marketing processes
  • 9. © 2021 Jones Lang LaSalle IP, Inc. All rights reserved. 9 ABM | In action
  • 10. 10 Revenue Reporting - Instrumentation Full Funnel View: • Pipeline activation (MQL, SAL, SQL, etc.) • Pipeline composition (3VC) • Deal progression- stage monitoring. • Renewals. Cross and Upsells Activity (Hustle): • Calls, emails, chat-bots. • Week-over-week trending Account Engagement: • % territory touched/engaged by seller Forecast: • % to goal by region, by team, by seller • Roll-up and math- based quantitative forecast by team Enablement and process alignment: • Lead stage definitions with corresponding key milestone, seller/buyer activity expectations • Prescribed sales data validation rules set per sales stage • Handoff and rules of engagement process definition and alignment (Marketing, Sales, etc.) • Forecasting process design and alignment Tools Set Up & Management: • Tools/systems configuration and integrations • Real time reporting, dashboarding and analytics • CRM, Sales Automation, Marketing Automation, etc. Revenue Process Design & Enhancement Revenue KPI/Metrics Identification & Alignment RevOps | In action
  • 11.
  • 12. © 2021 Jones Lang LaSalle IP, Inc. All rights reserved. 12 Transformation | A people and culture-first journey that drives outcomes
  • 13. © 2021 Jones Lang LaSalle IP, Inc. All rights reserved. 13 Metrics | Demonstrating success and value generation Strong focus on KPIs, line to revenue and M-ROI to unlock further investments
  • 14. © 2021 Jones Lang LaSalle IP, Inc. All rights reserved. 14 Inclusivity | Interactive, real-time dashboards to bring the business in An easy-to-use tool unearthing critical business intelligence
  • 15.
  • 16. © 2021 Jones Lang LaSalle IP, Inc. All rights reserved. 16 Wrapping Up | What went well Increase probability of conversion Identifying routing rules for each business line Prevent revenue leakage through lead re-assignment for match with business line services Consistent customer experience from inquiry to sales acceptance Fast response Lead Recycling Customer Experience PPC campaigns metrics show ABM works well even for existing clients Most of the sale was done by cross sell Many opportunities to lose this lead because of holidays, teams not communicating properly, etc. but came together Digital Success Cross Sell Focus Saved Opportunity
  • 17. © 2021 Jones Lang LaSalle IP, Inc. All rights reserved. 17 Wrapping Up | What could be improved Feedback from sales gets analyzed by RevOps then fed back to Marketing who then adjusts their content and target audience strategies to make better campaigns which then creates better leads and lead management provides better opportunities to sales – this needs to be a continuous, engaged loop Sales Partnership Establishing a data driven team provides an opportunity to identify misalignments – but these need to have an action plan Access to CRM for the RevOps team and all customer facing functions to capture sales Consolidated and accuracy of data in one source (still too many silos) Intel Systems Data
  • 18. © 2021 Jones Lang LaSalle IP, Inc. All rights reserved. 18 Thank you