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1 of 21
1
Part 1. Best Practices for maximizing
your Return on Marketing Technologies
Dr Dave Chaffey. CEO, SmartInsights.com
Paul Lima, Managing Partner. Lima Consulting Group
#DigitalPriorities 2017 webinar series
2
So many tools, so many tasks,
so little time!
AGENDA
Tools and process to help you boost
sales across all customer touchpoints
 Reach
 Act
 Convert
 Engage
Part 1. Auditing your stack – Identify the
gap plus recommended tools
Part 2. Review your setup – 5 best
practices for increasing your return on
Martech
3
About your presenters
4
Recommended members’ toolkit
5
Auditing:
What is your Martech stack gap?
Download: http://bit.ly/smartdigitaltools
6
Source: Scott Brinker (@ChiefMartech)
View latest
With thanks to… Scott Brinker
7
…and Brian Solis
8
30 Digital Tools categories #1
Download: http://bit.ly/smartdigitaltools
9
How we chose the tools
 1. The most popular tools by volume of usage – so widely
used, freemium or lower cost tools around the edge,
enterprise towards middle.
 2. Services we use or are familiar with and are rated highly
by tools review sites. Voice of the Crowd from G2Crowd,
Capterra, Trust Radius, Alternative To.
 3. Services suitable for small and mid-size businesses with
limited technology budgets.
Share your new favourite tool to Twitter @SmartInsights
#DigitalPriorities
A new service to you, you’d like to recommend
10
30 Digital Tools categories #2
Download: http://bit.ly/smartdigitaltools
11
Recommended Tool – Hot Jar
12
Recommended Tool: Convert.com
13
Many other ways to review your stack
2016 Stackies Awards
14
Using the stackies to
audit your approach
15
Inspired this new approach
16
Martech stack channel audit tool
Martech
Function /
Channel
1. SEO 2. Paid
media
3. Owned
media
(CM + social)
4. Experience 5. Email and
Marketing
Automation
6. Analytics 7. Multichannel
integration
1. Core
broadcast
communications
Keyword
management
and performance
Direct ad
platform
management
Social media
management
Content or
commerce
management
system
Email broadcast
Website
analytics
Sales
2. Personalised
individual
communication
Backlink
management
Retargeting
platform
Outreach
management
Personalised
messaging
and mobile push
Retargeting or
Contextual
platforms
Tag
management
Customer service
and support
3. Optimisation
On-page
crawling and
recommendation
Programmatic Creative testing
Landing
Pages
CRO Tools
Creative
optimisation
Rendering and
delivery
optimisation
Customer
Data
Platforms
ID
management
Sales optimisation
4. Insight
Google
Tools
CDP
Social
benchmarking
Survey tools
Intent
Segment and
campaign
reports
Attribution
models
Call tracking
5. Planning and
management
Gap analysis
Budget and
campaign plans
Editorial
calendars
Conversion
optimisation
plans
Contact
strategy
Customisation Contact rules
6. Productivity
Integrated
tools
Ad asset
management
Asset plans
and
management
Content audits
and plans
Pre-broadcast
tests
User access
control
Company wide
internal comms
Marketing Cloud or Best-of-breed?
17
Martech stack channel audit tool
Martech
Function /
Channel
1. SEO 2. Paid
media
3. Owned
media
(CM + social)
4. Experience 5. Email and
marketing
automation
6. Analytics 7.
Multichannel
integration
1. Core broadcast
communications
Direct ad
platform
management
2. Personalised
individual
communication
Personalised
messaging and
mobile push
Retargeting or
Contextual
platforms
3. Optimisation Programmatic Creative testing
Landing
Pages
Creative
optimisation
Rendering and
delivery
optimisation
CDP
Sales
optimisation
4. Insight CDP
Segment and
campaign
reports
Attribution
models
Call tracking
5. Planning and
management
6. Productivity
Integrated
tools
Ad asset
management
Which are the gaps in the Martech toolset
18
Audit your competitors with:
BuiltWith, SimilarTech or Observepoint
19
Builtwith.com popularity
20
But, remember that…
“Tools won’t get you far
without
Plans, People and Processes
to optimise your
customer experience”
21
Let’s Connect – Questions & discussion welcome!
https://www.linkedin.com/in/davechaffey
https://www.linkedin.com/in/paullima

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How to Audit Your Martech stack

  • 1. 1 Part 1. Best Practices for maximizing your Return on Marketing Technologies Dr Dave Chaffey. CEO, SmartInsights.com Paul Lima, Managing Partner. Lima Consulting Group #DigitalPriorities 2017 webinar series
  • 2. 2 So many tools, so many tasks, so little time! AGENDA Tools and process to help you boost sales across all customer touchpoints  Reach  Act  Convert  Engage Part 1. Auditing your stack – Identify the gap plus recommended tools Part 2. Review your setup – 5 best practices for increasing your return on Martech
  • 5. 5 Auditing: What is your Martech stack gap? Download: http://bit.ly/smartdigitaltools
  • 6. 6 Source: Scott Brinker (@ChiefMartech) View latest With thanks to… Scott Brinker
  • 8. 8 30 Digital Tools categories #1 Download: http://bit.ly/smartdigitaltools
  • 9. 9 How we chose the tools  1. The most popular tools by volume of usage – so widely used, freemium or lower cost tools around the edge, enterprise towards middle.  2. Services we use or are familiar with and are rated highly by tools review sites. Voice of the Crowd from G2Crowd, Capterra, Trust Radius, Alternative To.  3. Services suitable for small and mid-size businesses with limited technology budgets. Share your new favourite tool to Twitter @SmartInsights #DigitalPriorities A new service to you, you’d like to recommend
  • 10. 10 30 Digital Tools categories #2 Download: http://bit.ly/smartdigitaltools
  • 13. 13 Many other ways to review your stack 2016 Stackies Awards
  • 14. 14 Using the stackies to audit your approach
  • 16. 16 Martech stack channel audit tool Martech Function / Channel 1. SEO 2. Paid media 3. Owned media (CM + social) 4. Experience 5. Email and Marketing Automation 6. Analytics 7. Multichannel integration 1. Core broadcast communications Keyword management and performance Direct ad platform management Social media management Content or commerce management system Email broadcast Website analytics Sales 2. Personalised individual communication Backlink management Retargeting platform Outreach management Personalised messaging and mobile push Retargeting or Contextual platforms Tag management Customer service and support 3. Optimisation On-page crawling and recommendation Programmatic Creative testing Landing Pages CRO Tools Creative optimisation Rendering and delivery optimisation Customer Data Platforms ID management Sales optimisation 4. Insight Google Tools CDP Social benchmarking Survey tools Intent Segment and campaign reports Attribution models Call tracking 5. Planning and management Gap analysis Budget and campaign plans Editorial calendars Conversion optimisation plans Contact strategy Customisation Contact rules 6. Productivity Integrated tools Ad asset management Asset plans and management Content audits and plans Pre-broadcast tests User access control Company wide internal comms Marketing Cloud or Best-of-breed?
  • 17. 17 Martech stack channel audit tool Martech Function / Channel 1. SEO 2. Paid media 3. Owned media (CM + social) 4. Experience 5. Email and marketing automation 6. Analytics 7. Multichannel integration 1. Core broadcast communications Direct ad platform management 2. Personalised individual communication Personalised messaging and mobile push Retargeting or Contextual platforms 3. Optimisation Programmatic Creative testing Landing Pages Creative optimisation Rendering and delivery optimisation CDP Sales optimisation 4. Insight CDP Segment and campaign reports Attribution models Call tracking 5. Planning and management 6. Productivity Integrated tools Ad asset management Which are the gaps in the Martech toolset
  • 18. 18 Audit your competitors with: BuiltWith, SimilarTech or Observepoint
  • 20. 20 But, remember that… “Tools won’t get you far without Plans, People and Processes to optimise your customer experience”
  • 21. 21 Let’s Connect – Questions & discussion welcome! https://www.linkedin.com/in/davechaffey https://www.linkedin.com/in/paullima

Editor's Notes

  1. John Lewis = 45 vs Asda = 3 Barclays 27 vs HSBC = 16