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Ryan McInerney | PEO Marketing Technology to Generate Revenue

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Presented by Ryan McInerney – Founder, Bluematter

What marketing technology you need, what you don't, and how to choose.

The PACE Annual Conference focuses on the sales, marketing, and technology trends that affect PEOs and the service providers that support them.

Published in: Marketing
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Ryan McInerney | PEO Marketing Technology to Generate Revenue

  1. 1. What you need, what you don’t, and how to choose. Marketing Technology
  2. 2. What MarTech Do You Have?
  3. 3. What were you hoping for?
  4. 4. Marketing Technology Is Not The Solution
  5. 5. I’d like to take some of your time to talk about things you usually try to avoid and how my company can assist you. We need to talk to IT, Operations, Customer Support, Office Managers and share the opportunity with them. Also, you’re employees will also be ours now. It turns out we were/weren’t able to get this through underwriting. Please print out this mountain of paperwork that everyone has to sign, and mail it back. Then, we’ll need to introduce ourselves as your employee’s new co-employer. Prospecting First Appointment Consensus Proposal Onboarding The Typical PEO Sales Funnel In order to determine if I can assist you, I need to collect a number of documents that you’ll need to hunt down and convince your suppliers to give up.
  6. 6. • Sales Executive Guided • Multi-week Onboarding • No Demo or Trial • Multi-Hour/day/week Signup • Support Available over phone
  7. 7. Define who you are and who you aren’t to create a brand story. Select right fit clients and map their journey to purchase Launch a unified sales and marketing strategy. Use advanced technologies to scale efforts in chosen niches. BrandIdentity Market Selection Market Starter Market Disruptor Market Leader Scale your team and deepen your stronghold in multiple niches. ML5: Five Steps to Market Leadership
  8. 8. 01 Sales CRM Install the CRM, get entire team religiously adopting. 02 Website Recreate Website with Full- Funnel in Mind. High UI/UX. 03 Marketing Automation + Feedback Tools All-in-one Marketing Platform for Lead Capture and Nurturing. 04 Commercial Insight High Value Content (Webinars, Live Training, 05 Digital Advertising Turn on the immediate demand to the funnel at all points. Staggered Adoption Start Close to Cash in ML5 Step 3 -> Move Up Funnel
  9. 9. MarTech Scales Human Relationships
  10. 10. The central hub and traffic source Website Instant feedback and insights on user’s reality Feedback Tools SERP and Social promotion across Journey Advertising Published Insights that drive users to exclusively need you. Commercial Insight Manage the entire Lead Lifecycle to -> Closed/Won MarTech & CRM For Posting, Curating and Social Listening, Responding. Social Management MVP Digital Marketing Stack
  11. 11. Generating Leads Through Forms is Waning
  12. 12. Feedback Tools
  13. 13. Prepare for Chatbots
  14. 14. Technology Convergence + Additions • Internal Site Search • 24/7 Help Desk • Meeting Scheduling • Automatic Follow-up • Live Chat • On Page Forms • Content Routing • API to CRM
  15. 15. Digital Advertising
  16. 16. Digital Advertising $hortcuts $EO & $ocial
  17. 17. The Landscape
  18. 18. THE PEO Solution But our request is far greaterIs better for most organizations
  19. 19. • Self Guided • Same-Day Onboarding • Free Trial • 15-min Signup • Live Support Available
  20. 20. A Prospective PEO Marketing Funnel
  21. 21. How do you build this capability?
  22. 22. We’ve Already Built The System
  23. 23. Define who you are and who you aren’t to create a brand story. Select right fit clients and map their journey to purchase Launch a unified sales and marketing strategy. Use advanced technologies to scale efforts in chosen niches. BrandIdentity Market Selection Market Starter Market Disruptor Market Leader Scale your team and deepen your stronghold in multiple niches. ML5: Five Steps to Market Leadership
  24. 24. 01 Sales CRM Install the CRM, get entire team religiously adopting. 02 Website Recreate Website with Full- Funnel in Mind. High UI/UX. 03 Marketing Automation + Feedback Tools All-in-one Marketing Platform for Lead Capture and Nurturing. 04 Commercial Insight High Value Content (Webinars, Live Training, 05 Digital Advertising Turn on the immediate demand to the funnel at all points. Staggered Adoption Start Close to Cash in ML5 Step 3 -> Move Up Funnel
  25. 25. “What happens if we train our people, and they leave?”
  26. 26. “What happens if we don’t… and they stay?”
  27. 27. Thanks For Listening!

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