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HOW DOCUSIGN’S
ADVOCATES
INFLUENCED
MORE THAN
$3 MILLION
IN SALES PIPELINE
flying high:
DocuSign’s marketing team is laser-focused on a single mission: to
acquire, keep and grow customers.
It seems like a pretty lofty goal for the marketing team of a Digital
Transaction Management (DTM) company with millions of customers,
doesn’t it? Thankfully, the marketers at DocuSign don’t have to go it
alone.
In December 2012, DocuSign launched AdvocatesHQ, an advocate
marketing program for customers and partners initially designed
to increase social media engagement, generate more reviews
and capture referrals. The program took under a month to get off
the ground and DocuSign’s VP of Demand Generation, Meagen
Eisenberg, says the company saw a return on their investment in less
than six months.
Today, DocuSign’s marketing team has more than 1,000 advocates
helping them achieve their goals.
More importantly, the program has evolved from an engagement
strategy into a revenue engine, influencing more than $3 million in
pipeline.
According to Eisenberg, AdvocatesHQ “has been great for building
better engagement with customers and generating leads that turn
into business.”
$0
$500,000
$1,000,000
$1,500,000
$2,000,000
$2,500,000
$3,000,000
$3,500,000
2011 2012 Q1
2013
Q2
2013
Q3
2013
Q4
2013
Q1
2014
Q2
2014
Q3
2014
Q4
2014
Q1
2015
SUMOFOPPORTUNITYAMOUNTINUSD
ADVOCATEHUB INFLUENCED
MORE THAN $3 MILLION IN PIPELINE
Q3 WITH INFLUITIVE’S
ADVOCATE HUB
HOW DOCUSIGN USES
ADVOCATE MARKETING
Boost customer advocacy and engagement
Increase product reviews across many marketplaces
Extend social reach and boost social engagement —
more tweets, likes and posts
More referral leads that turn into business
Improve customer participation — event
attendance, webinar participation, case studies, etc.
“As marketers, we are tasked
to acquire, keep and grow
customers. We are seeing
amazing results with our
customer advocacy software –
Influitive. To engage with our
customers through gaming best
practices and to extend our
reach and effectiveness through
their networks is priceless.
”— Meagan Eisenberg,
VP Demand Generation,
DocuSign
Before AdvocatesHQ,
DocuSign ran a small program
called Signature Rewards to
recognize and reward their
biggest advocates.
It wasn’t until they added
Influitive’s AdvocateHub
software to their marketing
technology stack that the
company’s social team
started to develop a more
comprehensive advocacy
program that would scale as
their enormous customer
base continued to grow.
“Our job as marketers is to
FROM SOCIAL BUZZ TO
REVENUE ENGINE
acquire, keep and grow customers - Influitive helps with all three,”
Meagen says. “Influitive’s AdvocateHub gives DocuSign a powerful way
to gather advocates in one place and tap into our customers’ passion.”
Like many success stories, DocuSign’s advocate
marketing program went through many
iterations before really taking off.
OBJECTIVES: Social engagement, reviews and referrals
ADVOCATES: Sampling of corporate customers, Signature Rewards
members, partners
They started
small, inviting
their partners,
a sampling of
their corporate
customers and
Signature Rewards
members into the
new program.
DocuSign asked
these early advocates to submit referrals, engage with the company on
social media and post product reviews, contributing to more than 1,900
new Salesforce.com AppExchange reviews in just eight weeks.
“To engage with our customers through gaming best practices, and to
extend our reach and effectiveness through their networks, is priceless,”
Meagen says.
Today, DocuSign has 4,300 AppExchange reviews
and counting, and the company has become the
highest-rated eSignature application across all
major review sites.
The social team drove strong early results with
their advocate marketing program, but soon
realized that they would have to adjust their
approach to ensure long-term success. Interest
dropped off because they were just hammering
customers with asks.
PHASE 1: REVIEWS, REFERRALS & SOCIAL
OBJECTIVES: Advocate activities, conversations and idea generation
ADVOCATES: Phase 1 + all corporate/enterprise customers, employees,
real estate customers
DocuSign’s social team wondered how they could keep engagement
high to ensure their well of advocacy wouldn’t dry up.
They started by changing the way they thought about advocate
marketing and tweaked the asks they were publishing in AdvocatesHQ.
Instead of telling advocates what they should do, the team asked them
what they would like to do.
DocuSign’s advocates
responded in force,
generating a ton of
new ideas for how
they could contribute
to all areas of
marketing.
Advocates also started
to see more fun
challenges geared
toward engagement:
“Without DocuSign
my life would be… [fill
in the blank]” (right)
or “Where are some
of the coolest places you have been while signing documents with
DocuSign? Upload your pictures and share them with us!”
PHASE 2: DIALOGUE-DRIVEN CUSTOMER
ENGAGEMENT
OBJECTIVES: Demand generation, creative programs and fun
challenges
ADVOCATES: Phases 1-2 + mobile users, EMEA customers and media
Once advocate engagement shot back up, they asked themselves
yet another important question: “How do we move from ‘soft stuff’ to
directly impacting revenue?”
That’s when DocuSign’s demand generation team got involved. They
split ownership of the advocate marketing program with the social
team, and also brought in someone dedicated to driving advocacy at
DocuSign.
This new cross-functional team
started tracking when, where and
how advocates shared content
related to their campaigns in Q3
2013. They had greater visibility
into when prospects were
interacting with that content,
and then entering the marketing
and sales funnel. Together, they
realized that the AdvocatesHQ
advocate marketing program was a
key way to drive results – especially
for some of their more creative
campaigns, such as National ESIGN
Day and Perceptive or pompous:
What does your signature say
about you?
Ultimately, they could track their advocates’ true influence over
revenue in Salesforce.com and understand just how much value they
were bringing to the company: more than $3 million in pipeline to
date.
PHASE 3: TURNING ADVOCATESHQ INTO
A REVENUE ENGINE
ADVOCATE HUB
EVOLUTION
SOCIAL ENGAGEMENT
REVIEWS
REFERRALS
ADVOCATE ACTIVITIES
CONVERSATIONS
GENERATE IDEAS
DEMAND GENERATION
CREATIVE PROGRAMS
FUN CHALLENGES
AUDIENCE EVOLUTION
SAMPLING OF
CORPORATE
CUSTOMERS
CORPORATE &
ENTERPRISE
CUSTOMERS
MOBILE
USERS
SIGNATURE
REWARDS
EMPLOYEES
EMEA
PARTNERS
REAL ESTATE
CUSTOMERS
MEDIA
PHASE 1
PHASE 2
PHASE 3
DocuSign’s results highlight that advocate marketing programs create
more than just revenue: when done right, they can have a direct,
significant impact on revenue.They realized that advocate marketing is
more than customer engagement: it’s customer acceleration.
Since the launch of AdvocatesHQ, DocuSign’s advocates have contributed:
64
TESTIMONIALS
87
REFERRALS
164
REVIEWS
400+
SOCIAL ACTIVITIES
2000+
ACTS OF ADVOCACY
$3M+
IN PIPELINE
THE BIG REALIZATION ABOUT
ADVOCATE MARKETING
The moral of DocuSign’s advocate marketing story is that there’s always
something you can change, tweak or improve to create better results.
Here are the Top 5 lessons DocuSign’s social and demand gen teams have
learned throughout the three phases of their advocate marketing journey:
5 LESSONS LEARNED
FROM DOCUSIGN’S ADVOCATES
ADVOCATE MARKETING IS A CUSTOMER ACCELERATION TOOL
Advocate marketing is about more than just promoting social
engagement. It’s a customer acceleration tool that can have
significant impact on pipeline and revenue.
1
USE ADVOCATE MARKETING TO GROW YOUR CUSTOMERS
Don’t just ask your customers to do favors for you. Advocate
marketing is a channel through which your customers can grow,
interact with you and feel appreciated for everything they do.
2
COMMIT TO A MIX OF CHALLENGE TYPES
When your advocates are asked to do the same types of activities
over and over again, they’re more likely to get bored or burn out.
Avoid this by committing to share a variety of relevant challenges
with them, ranging from social engagement and content sharing,
to referrals, reviews and references, to fun and educational.
3
POST NEW CHALLENGES EACH WEEK
Nothing kills engagement faster than an advocate marketing
program with no challenges. Posting a mix of new challenges
each week ensures that advocates always have something new to
interact with.
4
SEEK AND IMPLEMENT THE ADVICE OF INFLUITIVE’S
ADVOCACY COACHES
They are the true advocate marketing experts. No matter what
your objectives or biggest challenges are, Advocacy Coaches are
here to help. DocuSign worked closely with their Advocacy Coach,
Sydney, to figure out which strategies and content would work
best with their advocates every step of the way.
5
The DocuSign AdvocatesHQ advocate marketing
program is powered by Influitive’s AdvocateHub,
a complete advocate management platform
that helps B2B marketers capture customer
enthusiasm, and use it to turbocharge marketing
and sales efforts.
With AdvocateHub, B2B marketers build advocate
communities where customers, fans and
evangelists can complete high-impact activities,
such as referrals, reference calls, product reviews
or social sharing.
VISIT WWW.INFLUITIVE.COM TO LEARN MORE
HOW ARE YOUR CUSTOMERS HELPING
yOU TAKE YOUR COMPANY’S SALES AND
MARKETING TO NEW HEIGHTS?

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DocuSign's Advocates Drive $3M in Pipeline

  • 1. HOW DOCUSIGN’S ADVOCATES INFLUENCED MORE THAN $3 MILLION IN SALES PIPELINE flying high:
  • 2. DocuSign’s marketing team is laser-focused on a single mission: to acquire, keep and grow customers. It seems like a pretty lofty goal for the marketing team of a Digital Transaction Management (DTM) company with millions of customers, doesn’t it? Thankfully, the marketers at DocuSign don’t have to go it alone. In December 2012, DocuSign launched AdvocatesHQ, an advocate marketing program for customers and partners initially designed to increase social media engagement, generate more reviews and capture referrals. The program took under a month to get off the ground and DocuSign’s VP of Demand Generation, Meagen Eisenberg, says the company saw a return on their investment in less than six months. Today, DocuSign’s marketing team has more than 1,000 advocates helping them achieve their goals. More importantly, the program has evolved from an engagement strategy into a revenue engine, influencing more than $3 million in pipeline. According to Eisenberg, AdvocatesHQ “has been great for building better engagement with customers and generating leads that turn into business.”
  • 4. HOW DOCUSIGN USES ADVOCATE MARKETING Boost customer advocacy and engagement Increase product reviews across many marketplaces Extend social reach and boost social engagement — more tweets, likes and posts More referral leads that turn into business Improve customer participation — event attendance, webinar participation, case studies, etc. “As marketers, we are tasked to acquire, keep and grow customers. We are seeing amazing results with our customer advocacy software – Influitive. To engage with our customers through gaming best practices and to extend our reach and effectiveness through their networks is priceless. ”— Meagan Eisenberg, VP Demand Generation, DocuSign
  • 5. Before AdvocatesHQ, DocuSign ran a small program called Signature Rewards to recognize and reward their biggest advocates. It wasn’t until they added Influitive’s AdvocateHub software to their marketing technology stack that the company’s social team started to develop a more comprehensive advocacy program that would scale as their enormous customer base continued to grow. “Our job as marketers is to FROM SOCIAL BUZZ TO REVENUE ENGINE acquire, keep and grow customers - Influitive helps with all three,” Meagen says. “Influitive’s AdvocateHub gives DocuSign a powerful way to gather advocates in one place and tap into our customers’ passion.” Like many success stories, DocuSign’s advocate marketing program went through many iterations before really taking off.
  • 6. OBJECTIVES: Social engagement, reviews and referrals ADVOCATES: Sampling of corporate customers, Signature Rewards members, partners They started small, inviting their partners, a sampling of their corporate customers and Signature Rewards members into the new program. DocuSign asked these early advocates to submit referrals, engage with the company on social media and post product reviews, contributing to more than 1,900 new Salesforce.com AppExchange reviews in just eight weeks. “To engage with our customers through gaming best practices, and to extend our reach and effectiveness through their networks, is priceless,” Meagen says. Today, DocuSign has 4,300 AppExchange reviews and counting, and the company has become the highest-rated eSignature application across all major review sites. The social team drove strong early results with their advocate marketing program, but soon realized that they would have to adjust their approach to ensure long-term success. Interest dropped off because they were just hammering customers with asks. PHASE 1: REVIEWS, REFERRALS & SOCIAL
  • 7. OBJECTIVES: Advocate activities, conversations and idea generation ADVOCATES: Phase 1 + all corporate/enterprise customers, employees, real estate customers DocuSign’s social team wondered how they could keep engagement high to ensure their well of advocacy wouldn’t dry up. They started by changing the way they thought about advocate marketing and tweaked the asks they were publishing in AdvocatesHQ. Instead of telling advocates what they should do, the team asked them what they would like to do. DocuSign’s advocates responded in force, generating a ton of new ideas for how they could contribute to all areas of marketing. Advocates also started to see more fun challenges geared toward engagement: “Without DocuSign my life would be… [fill in the blank]” (right) or “Where are some of the coolest places you have been while signing documents with DocuSign? Upload your pictures and share them with us!” PHASE 2: DIALOGUE-DRIVEN CUSTOMER ENGAGEMENT
  • 8. OBJECTIVES: Demand generation, creative programs and fun challenges ADVOCATES: Phases 1-2 + mobile users, EMEA customers and media Once advocate engagement shot back up, they asked themselves yet another important question: “How do we move from ‘soft stuff’ to directly impacting revenue?” That’s when DocuSign’s demand generation team got involved. They split ownership of the advocate marketing program with the social team, and also brought in someone dedicated to driving advocacy at DocuSign. This new cross-functional team started tracking when, where and how advocates shared content related to their campaigns in Q3 2013. They had greater visibility into when prospects were interacting with that content, and then entering the marketing and sales funnel. Together, they realized that the AdvocatesHQ advocate marketing program was a key way to drive results – especially for some of their more creative campaigns, such as National ESIGN Day and Perceptive or pompous: What does your signature say about you? Ultimately, they could track their advocates’ true influence over revenue in Salesforce.com and understand just how much value they were bringing to the company: more than $3 million in pipeline to date. PHASE 3: TURNING ADVOCATESHQ INTO A REVENUE ENGINE
  • 9. ADVOCATE HUB EVOLUTION SOCIAL ENGAGEMENT REVIEWS REFERRALS ADVOCATE ACTIVITIES CONVERSATIONS GENERATE IDEAS DEMAND GENERATION CREATIVE PROGRAMS FUN CHALLENGES AUDIENCE EVOLUTION SAMPLING OF CORPORATE CUSTOMERS CORPORATE & ENTERPRISE CUSTOMERS MOBILE USERS SIGNATURE REWARDS EMPLOYEES EMEA PARTNERS REAL ESTATE CUSTOMERS MEDIA PHASE 1 PHASE 2 PHASE 3
  • 10. DocuSign’s results highlight that advocate marketing programs create more than just revenue: when done right, they can have a direct, significant impact on revenue.They realized that advocate marketing is more than customer engagement: it’s customer acceleration. Since the launch of AdvocatesHQ, DocuSign’s advocates have contributed: 64 TESTIMONIALS 87 REFERRALS 164 REVIEWS 400+ SOCIAL ACTIVITIES 2000+ ACTS OF ADVOCACY $3M+ IN PIPELINE THE BIG REALIZATION ABOUT ADVOCATE MARKETING
  • 11. The moral of DocuSign’s advocate marketing story is that there’s always something you can change, tweak or improve to create better results. Here are the Top 5 lessons DocuSign’s social and demand gen teams have learned throughout the three phases of their advocate marketing journey: 5 LESSONS LEARNED FROM DOCUSIGN’S ADVOCATES ADVOCATE MARKETING IS A CUSTOMER ACCELERATION TOOL Advocate marketing is about more than just promoting social engagement. It’s a customer acceleration tool that can have significant impact on pipeline and revenue. 1 USE ADVOCATE MARKETING TO GROW YOUR CUSTOMERS Don’t just ask your customers to do favors for you. Advocate marketing is a channel through which your customers can grow, interact with you and feel appreciated for everything they do. 2 COMMIT TO A MIX OF CHALLENGE TYPES When your advocates are asked to do the same types of activities over and over again, they’re more likely to get bored or burn out. Avoid this by committing to share a variety of relevant challenges with them, ranging from social engagement and content sharing, to referrals, reviews and references, to fun and educational. 3
  • 12. POST NEW CHALLENGES EACH WEEK Nothing kills engagement faster than an advocate marketing program with no challenges. Posting a mix of new challenges each week ensures that advocates always have something new to interact with. 4 SEEK AND IMPLEMENT THE ADVICE OF INFLUITIVE’S ADVOCACY COACHES They are the true advocate marketing experts. No matter what your objectives or biggest challenges are, Advocacy Coaches are here to help. DocuSign worked closely with their Advocacy Coach, Sydney, to figure out which strategies and content would work best with their advocates every step of the way. 5
  • 13. The DocuSign AdvocatesHQ advocate marketing program is powered by Influitive’s AdvocateHub, a complete advocate management platform that helps B2B marketers capture customer enthusiasm, and use it to turbocharge marketing and sales efforts. With AdvocateHub, B2B marketers build advocate communities where customers, fans and evangelists can complete high-impact activities, such as referrals, reference calls, product reviews or social sharing. VISIT WWW.INFLUITIVE.COM TO LEARN MORE HOW ARE YOUR CUSTOMERS HELPING yOU TAKE YOUR COMPANY’S SALES AND MARKETING TO NEW HEIGHTS?