Want to use your Marketo data to finally be able to communicate to your executives and the rest of your organization about all the amazing results that Marketing is contributing? Want to finally crack the dashboarding nut and produce something meaningful and beautiful without needing to know complicated API's or spending tens of thousands of dollars on a BI tool?
View this slide deck to discover how to create gorgeous marketing dashboards your executives will love.
Good morning everyone – and thank you for kicking off the Marketo Summit with us. I am a little bit biased but I think we’ve got an awesome presentation for you guys today.My name is Pierce Ujjainwalla and I am a Marketo Champion and the founder of Revenue Pulse, a Marketo consultancy. I’ve spent most of my career on the client side in Marketing roles at both big companies like IBM and startups like TITUS and 360pi. But where I actually want to start today is my first job ever, when I was in high-school as a Telemarketer.Yeah, I was one of those people. I look back now and it was an amazing experience for me, in terms of learning about Sales and Marketing. Surprisingly, they were also quiet advanced in terms of the dashboards that they had, they were ahead of their time. They actually had a screen that would show each person, how many calls they have made, how many sales they have made and the total value of their sales. This did two things: 1 it created a competitive environment. Everyone wanted to see their name at the top of that leaderboard. 2 it motivated you. On some days calling people and trying to sell them a coupon book was the last thing that you wanted to do, but seeing your name at the bottom of the list made you put in a bit of extra effort to move your way up.The reason I bring that story up is that they did 3 things fundamentally right to make those dashboards work. 1 they were fully automated. 2 they were in real-time. 3 they showed valuable metrics that inspired the employees and showed how the company was doing.We are going to show you not only how you can raise the visibility of these metrics in your organization, but how to get executive buy-in and actually build these dashboards for yourselves. I have attended too many dashboarding sessions where I got all excited about the flashy dashboards that were shown but then got back to my desk without a clue on how to build them. At the end of this session you will have all the pieces you need to go back to the office and build some of your own.This session is really one-part creating gorgeous dashboards, and one part getting your executives to love them. And the second part can sometimes be the most challenging. Mark Emond, President of Demand Spring and former Executive at IBM will guide us through the critical strategic portions of determining the right metrics to display and creating a data-driven culture. Then I am going to show you how to get all of those juicy metrics out of Marketo and your other Marketing tools like Google Analytics, Twitter and Salesforce into beautiful and easy to use dashboards that you can put up in your office.Determining the right metrics to displayCreating a data-driven culture – and why?Integrating third-party dashboards to MarketoDashboard best practicesQ&A
Before I founded Revenue Pulse, which is a Marketo consultancy focusing strictly on Marketo, I have been fortunate to work on the client side at companies big and small for over 7 years. From massive corporations like Cognos IBM, that had world-class reporting environments, to little startups like the one I am going to be talking to you guys about today.During my second Marketo implementation on the client side, I was at a company called 360pi. 360pi does retail price intelligence, which is essentially crawling eCommerce websites and extracting pricing information so retailers can make smarter, more profitable pricing decisions.Unlike at IBM where I only saw the CEO on the website and in magazines, I worked very closely with the CEO of 360pi. He was one of the smartest people I have ever met. He was a former consultant at Bain, and has founded and sold several companies. In addition to being smart, he is very analytical. On my first day of the job, he took me out to lunch and went into great detail on an app called MyFitness. If you haven’t heard of it before, its essentially an app that tracks everything you eat and tells you how healthy you are. The CEO used this religiously. In fact he even weighed all of his food so that it could be more accurate. I’m telling you this to give you an idea of the type of expectations that would be on these dashboards.
Next quarter pipeline coverageMarketing initiated contributionMarketing influenced contribution (absolute number is not that meaningful)Percentage of opps
SOAP API limitations:Database size, did not show growthCould not access the email performance reportShows a current snapshot of leads within a current status, does not necessarily show progress over timeSFDC limitationsHard to get a value from a custom report (initiated/influenced pipeline reports)Can get the count of number of opportunities within certain stages, but values of those opportunities is more difficult
Create Gorgeous Marketing Dashboards Your Executives Will Love
Create Gorgeous Marketing Dashboards
Your Executives Will Love
Founder & President,