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How to streamline your digital
marketing with the right data
RollWorks & LeanData
We will begin at 11:03am PST
Your Presenters
Asher Mathew
LeanData
Jessica Bevilacqua
RollWorks
Today’s Agenda
3 Routing your Leads
1
Why
ABM?
2
Top of Funnel
Ads
4
Running ABM
Ads
5 Getting Attribution Right
We Know “Why” ABM…
The Growth Platform Company
Growth Platform for “Ambitious”
Commerce Companies
Growth Platform for
B2B Companies
Top-of-funnel ads
Top-of-funnel ads
3 Types of ads:
● Company
● Content
● Personal
Top-of-funnel ads
Company:
● Your baseline
● Broad appeal
Top-of-funnel ads
Content:
● Promotes your content
● Addresses specific need
Top-of-funnel ads
Personal:
● Address the user
● Put a face to the name
Articles
App downloads
Blog posts
Books
Podcasts
Free Trials
Guides
Case Study
Video Tutorial
Direct Mail
Events
Field Marketing
Pay Per Click
Display Advertising
Affiliate marketing
Email
Offer ChannelAudience
North America Prospects
EMEA Prospects
CMOs v Manager level
Uses competitor
Active Customers
Anonymous Web Traffic
Churned Customers
Analysts
Pick one from each column
Articles
App downloads
Blog posts
Books
Podcasts
Free Trials
Guides
Case Study
Video Tutorial
Direct Mail
Events
Field Marketing
Pay Per Click
Display Advertising
Affiliate marketing
Email
Offer ChannelAudience
North America Prospects
EMEA Prospects
CMOs v Manager level
Uses competitor
Active Customers
Anonymous Web Traffic
Churned Customers
Analysts
Pick one from each column
Leads are coming in
What should you do with them?
What is LeanData?
Match
Route
Diagnose
Improve
Three Pillars for Data-Driven Sales Development
● Remove roadblocks to
conversations (efficiency)
● Data is the rocket fuel for your SDR
engine (insights)
● Data drives ABM programs
Quality Interactions = Goal
● Talk to the right person, at the right time, with the right information
● Who are you talking to?
● How do you drive more meaningful conversations?
● How do you successfully move the lead down the pipeline?
Lead Routing - Today
Customer SDR
Partner SDR
Engaged Prospect SDR
Target Prospect SDR
Prospect SDR
Net New SDR
Competitor SDR
Junk SDR
Lead Routing - Ideal
Customer
SDR
Customer Success
Manager
Partner
SDR
Channel Manager
Engaged Prospect
SDR
Opportunity Owner
Target Prospect
SDR
Account Owner
Prospect
SDR
SDR
Net New
SDR
SDR
Competitor
SDR
No Action
Junk
SDR
No Action
SDR
SDR
SDR
SDR
SDR
SDR
SDR
SDR
LeanData Automation
● Auto de-dupe
● Filtering
● Lead to account routing & conversion
● Lead to opportunity routing & conversion
● Send SDRs leads
Putting it All Together
Route the lead
to the correct
person
Categorize and
prioritize the
lead
Attribution and
ROI reporting on
the ABM
campaign
Dedupe the lead
Determine which
accounts to
target
Online
advertising to
target accounts
Lead info sent to
CRM at contact
and/or account
level
Simple Personalized Ads
Simple Personalized Ads
Using CRM Connectors
Simple Personalized Ads
Ad Unit
CPA down
42% vs test
Simple Personalized Ads
Building Blocks of ABM Campaign
How do we measure our
impact?
What are we saying to
these accounts?
Account
Selection
How do we engage these
accounts?
WHAT HOWWHO MEASURE
Who are the people we are
trying to reach
Persona - Head of Marketing
Persona Head of Marketing
Needs Aggregate view of marketing campaigns and influence on sales
Pains Disparate tech silos, difficulty in reporting on marketing ROI
Conflicts With CFO, over validating budget
With VP of Sales over marketing influence
Goals Prove marketing ROI, Influence XX of revenue
Desires To spend more time on brand development and team training
Persona - Marketing Manager
Persona Marketing Manager
Needs Easier campaign execution, transparency in reporting, more leads
at less cost
Pains Increasing goals but limited budget to execute. No time to learn and
evaluating vendors.
Conflicts With Sales team on lead follow up and head of marketing for
marketing budget
Goals Promotion and recognition for high performing campaigns
Desires Be known as on the cutting edge of MarTech
Persona - Chief Revenue Officer
Persona CRO
Needs Drive quarter over quarter revenue
Pains Not knowing how much to budget for HR
Conflicts With President for headcount budget and marketing for “quality”
leads
Goals Deals, deals, deals
Desires To hit quota, earn bonus, and eventually be CEO of his own
company.
Customer Journey Mapping Canvas
Persona based ads
Marketing Persona CMO PersonaSales Persona
Conclusion and Takeaways
Meaningful Engagement
Customer
SDR
Customer Success
Manager
Partner
SDR
Channel Manager
Engaged Prospect
SDR
Opportunity Owner
Target Prospect
SDR
Account Owner
Prospect
SDR
SDR
Net New
SDR
SDR
Competitor
SDR
No Action
Junk
SDR
No Action
SDR
SDR
SDR
SDR
SDR
SDR
SDR
SDR
● San Francisco
● September 25-26
● The Mint
● 3rd year of the conference
● One of the few conferences focused on
Marketing Operations and Sales Operations leaders
and practitioners
Ops-Stars
● Real ABM campaigns
● “How did you build your campaign?”
● “What were the results?”
● “What would you do differently?”
Download your copy at: rollworks.com/resources
Big Book of ABM Campaigns
Questions?
Jessica Bevilacqua
Account Manager
jessica.bevilacqua@rollworks.com
Asher Matthew
Business Development
asher@leandatainc.com
THANK YOU

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How to streamline your digital marketing with the right data

  • 1. How to streamline your digital marketing with the right data RollWorks & LeanData We will begin at 11:03am PST
  • 3. Today’s Agenda 3 Routing your Leads 1 Why ABM? 2 Top of Funnel Ads 4 Running ABM Ads 5 Getting Attribution Right
  • 5. The Growth Platform Company Growth Platform for “Ambitious” Commerce Companies Growth Platform for B2B Companies
  • 6.
  • 8. Top-of-funnel ads 3 Types of ads: ● Company ● Content ● Personal
  • 9. Top-of-funnel ads Company: ● Your baseline ● Broad appeal
  • 10. Top-of-funnel ads Content: ● Promotes your content ● Addresses specific need
  • 11. Top-of-funnel ads Personal: ● Address the user ● Put a face to the name
  • 12. Articles App downloads Blog posts Books Podcasts Free Trials Guides Case Study Video Tutorial Direct Mail Events Field Marketing Pay Per Click Display Advertising Affiliate marketing Email Offer ChannelAudience North America Prospects EMEA Prospects CMOs v Manager level Uses competitor Active Customers Anonymous Web Traffic Churned Customers Analysts Pick one from each column
  • 13. Articles App downloads Blog posts Books Podcasts Free Trials Guides Case Study Video Tutorial Direct Mail Events Field Marketing Pay Per Click Display Advertising Affiliate marketing Email Offer ChannelAudience North America Prospects EMEA Prospects CMOs v Manager level Uses competitor Active Customers Anonymous Web Traffic Churned Customers Analysts Pick one from each column
  • 14. Leads are coming in What should you do with them?
  • 15.
  • 17. Three Pillars for Data-Driven Sales Development ● Remove roadblocks to conversations (efficiency) ● Data is the rocket fuel for your SDR engine (insights) ● Data drives ABM programs
  • 18. Quality Interactions = Goal ● Talk to the right person, at the right time, with the right information ● Who are you talking to? ● How do you drive more meaningful conversations? ● How do you successfully move the lead down the pipeline?
  • 19. Lead Routing - Today Customer SDR Partner SDR Engaged Prospect SDR Target Prospect SDR Prospect SDR Net New SDR Competitor SDR Junk SDR
  • 20. Lead Routing - Ideal Customer SDR Customer Success Manager Partner SDR Channel Manager Engaged Prospect SDR Opportunity Owner Target Prospect SDR Account Owner Prospect SDR SDR Net New SDR SDR Competitor SDR No Action Junk SDR No Action SDR SDR SDR SDR SDR SDR SDR SDR
  • 21. LeanData Automation ● Auto de-dupe ● Filtering ● Lead to account routing & conversion ● Lead to opportunity routing & conversion ● Send SDRs leads
  • 22. Putting it All Together Route the lead to the correct person Categorize and prioritize the lead Attribution and ROI reporting on the ABM campaign Dedupe the lead Determine which accounts to target Online advertising to target accounts Lead info sent to CRM at contact and/or account level
  • 25. Simple Personalized Ads Ad Unit CPA down 42% vs test
  • 27.
  • 28. Building Blocks of ABM Campaign How do we measure our impact? What are we saying to these accounts? Account Selection How do we engage these accounts? WHAT HOWWHO MEASURE Who are the people we are trying to reach
  • 29. Persona - Head of Marketing Persona Head of Marketing Needs Aggregate view of marketing campaigns and influence on sales Pains Disparate tech silos, difficulty in reporting on marketing ROI Conflicts With CFO, over validating budget With VP of Sales over marketing influence Goals Prove marketing ROI, Influence XX of revenue Desires To spend more time on brand development and team training
  • 30. Persona - Marketing Manager Persona Marketing Manager Needs Easier campaign execution, transparency in reporting, more leads at less cost Pains Increasing goals but limited budget to execute. No time to learn and evaluating vendors. Conflicts With Sales team on lead follow up and head of marketing for marketing budget Goals Promotion and recognition for high performing campaigns Desires Be known as on the cutting edge of MarTech
  • 31. Persona - Chief Revenue Officer Persona CRO Needs Drive quarter over quarter revenue Pains Not knowing how much to budget for HR Conflicts With President for headcount budget and marketing for “quality” leads Goals Deals, deals, deals Desires To hit quota, earn bonus, and eventually be CEO of his own company.
  • 33. Persona based ads Marketing Persona CMO PersonaSales Persona
  • 34.
  • 36. Meaningful Engagement Customer SDR Customer Success Manager Partner SDR Channel Manager Engaged Prospect SDR Opportunity Owner Target Prospect SDR Account Owner Prospect SDR SDR Net New SDR SDR Competitor SDR No Action Junk SDR No Action SDR SDR SDR SDR SDR SDR SDR SDR
  • 37. ● San Francisco ● September 25-26 ● The Mint ● 3rd year of the conference ● One of the few conferences focused on Marketing Operations and Sales Operations leaders and practitioners Ops-Stars
  • 38. ● Real ABM campaigns ● “How did you build your campaign?” ● “What were the results?” ● “What would you do differently?” Download your copy at: rollworks.com/resources Big Book of ABM Campaigns