How Allocadia Squeezed More Demand Gen, Sales Enablement & ABM Juice Out of Our Marketing Content
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Case study presented at Marketo's Marketing Nation Summit 2017.
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How Allocadia Squeezed More Demand Gen, Sales Enablement & ABM Juice Out of Our Marketing Content
- 1. How to Squeeze More Demand Gen, Sales Enablement & ABM Juice Out of Your Marketing Content And how Allocadia did it Randy Frisch President & CMO, Uberflip Matt Davis Director, Content and Digital Marketing, Allocadia
- 2. Randy Frisch President & CMO @Uberflip @randyfrisch Matt Davis Director, Content and Digital Marketing, @Allocadia
- 3. WE NOW LIVE IN THE NETFLIX ERA
- 4. Marketers are under more pressure than ever before. BUT WE LACK INFRASTRUCTURE TO CREATE, TAILOR AND CONTROL CONTENT EXPERIENCES.
- 5. THE STATUS QUO Limited ability to optimize - sacrificing conversation and engagement PAINFUL PROCESSES NOT SCALABLE HOMOGENOUS EXPERIENCE LIMITED CONTENT ROI Long redesigns, project management and IT bottlenecks Difficult to create multiple experiences for other use cases. Spending major dollars to send people to the same experience.
- 6. EVOLVE & ADAPT Gain the control to manage and optimize experiences for your goals. BECOME AGILE SCALE YOUR CONTENT CUSTOMIZE EXPERIENCES GAIN CONTROL Move quickly and avoid cumbersome processes and bottlenecks. Leverage content marketing across the entire buyer journey. Tailor experiences for different use cases, buyers and audience segments.
- 7. Thought Leadership Campaigns, Microsites and Landing Pages Tailored Content, Drip Campaigns Knowledge Base Resource Center Onboarding Materials Prospecting, ABM/ABS Education and Evaluation Material OWN THE JOURNEY What does content look like at scale?
- 9. What we do:
- 10. Marketing Operations Field & Corporate Marketing Marketing to marketers CMO and Marketing Executives Financial Planning & Analysis
- 11. Marketing at Allocadia 25 webinars Marketing team: 8 Sales team: 10 SDR team: 5 20 eBooks 30 videos 350+ blog posts white papers calculators, data sheets, podcasts… +
- 13. 3 4 52
- 14. It’s summer 2016
- 18. The business challenges we decided to face in Summer 2016
- 19. Serving up content externally (website gallery & blog) Business Pains 1
- 21. Friction in landing page creation & management Business Pains 2
- 23. Serving up content internally Business Pains 3
- 26. A content experience problem Summary of pains
- 27. 3 4 5
- 28. What kind of tech?
- 29. Intranet? What kind of tech?
- 30. Intranet? Sharepoint? What kind of tech?
- 31. What kind of tech? Intranet? Sharepoint? Custom-built content gallery for wordpress?
- 32. What kind of tech? Intranet? Sharepoint? Custom-built content gallery for wordpress? Sales enablement tool?
- 33. Content gallery for our website Why Uberflip? Sales enablement tool Better solution for landing pages Replacing our Wordpress blog Integration with our tech stack, especially Marketo Great metrics
- 34. 4 5
- 35. Adding content to Uberflip, organizing, tagging Rollout Marketo plumbing & forms Other integrations Migrating the blog Training the Marketing team Cutover Training the Sales team 1 2 3 4 5 6 7
- 37. Marketo Integrations Google Analytics / Webmaster Tools / Tag Manager Social networks / AddThis Content feeds: Vimeo, YouTube, WordPress blog
- 38. 5
- 39. Squeezing more juice out of our content… Demand Gen Sales Enablement ABM
- 40. Demand Gen Juice Demand Gen Sales Enablement ABM
- 41. Demand Gen Juice
- 42. Demand Gen Juice
- 43. Demand Gen Juice
- 45. Demand Gen Juice
- 46. Demand Gen Juice
- 47. Demand Gen Juice
- 48. Demand Gen Juice
- 49. Demand Gen Juice
- 50. Demand Gen Juice
- 51. Demand Gen Juice
- 52. Sales Enablement Juice Demand Gen Sales Enablement ABM
- 56. ABM Juice
- 57. ABM Juice
- 58. First 6 months – By the Numbers 11,300 24,300 2,660 400+ customized sales streams created by our SDR and Sales teams 130% unique visitors to the hub page views of content Flipbook views (PDFs) content pieces in the hub MQL target achievement last 2 Q’s 700+
- 60. Stop the presses My tips for anyone looking to solve a similar set of business pains 1 Document your documents Sell to Sales 2 3
- 61. Squeeze more juice out of your existing content! #1 Recommendation
- 62. Thank You!
Editor's Notes
- A little about myself, I’m with Allocadia, based up in Vancouver, a company of about 90 employees When I’m at a party and people ask me what my job is, sometimes I say that I market marketing software to marketers. And usually that’s the end of that conversation. But that is actually what I do. Specifically, I handle our content and digital marketing efforts.
- And as for what Allocadia does… We see that there are two sides to a marketer’s job … run and do. The Do side of marketing is what this conference is mostly about — tactics and strategies to help you attract acquire and retain customers. And that’s what Marketo helps you with. But there’s also the Run side… that’s where Allocadia focuses. All together we call the run side Marketing Performance Management, or MPM We are building the category of MPM, and also becoming the leaders in it.
- So like I said, we market to marketers, and typically these are our buying teams. So it’s obviously a B2B sale. We sell into the enterprise with about a 6 months average sales cycle.
- We have a small marketing team, but reasonably large content library… certainly enough to have a pain around how best to serve it up. Content is especially important to us. Why? -- it touches nearly everything we do in marketing; with the possible exception of live events, all of our marketing channels revolve around content. -- and content plays a big role in the sales cycle, too. We’re trying to build a new category…so we have to educate the market before selling, and we primarily use content to do that.
- Our marketing tech Stack…Marketo is at the centre of what we call the “Do” side. And as you can see, Uberflip is right there in our “content creation & delivery” category.
- Setting the stage… It’s summer 2016 [references…] The Rio olympics have just happened. Pokemon Go is super hot. America has a very different kind of president. But unrelated to these things, the Allocadia marketing team is experiencing some pains.
- To set the stage...
- The Rio olympics have just happened.
- Pokemon Go is super hot.
- America has a very different kind of president.
- But unrelated to these things, the Allocadia marketing team is experiencing some pains.
- In my mind, there are two different kinds of pains. You’ve got acute business pains, the kind that make you stop everything and put out those fires. And then there are the kind of business pains that aren’t quite so obvious. On the surface, they don’t seem all that painful. But they can actually be pretty insidious. But they build upon each other, and when you really sit down to analyze these pains, you have a real barrier to growth. And that second type of pain is what led us to seek out a technology like Uberflip. I would say without a doubt that these pains were a barrier to our sales growth. And that’s why we had to do something about it. First… is the way we were serving up content on our website.
- This was our Resource page. A stock part of the wordpress theme we were using at the time. It was pretty limited… the only way to control which things were shown on the page was by manipulating the date manually in wordpress. You could filter based on type, but that was it. But nobody ever comes to your website to say hmmm, “what eBooks do you have”. So this was a big problem, because tons of our content was just dying on the vine. And as the person creating all this stuff, that made me sad.
- Second, our landing pages. Like a lot of B2B organizations, we use landing pages as a lead gen tool, gating our high value pieces of content like ebooks and webinar recordings. But we found they were a source of friction.
- Super typical. We sent visitors to a separate page off our normal website, built and hosted by Marketo, with a Marketo form. The pains here are that even with a killer set of templates and tokens, which we do have, it still takes time to build this stuff. Creating artwork, setting up the page, creating tons of variants etc. Also, just from a user experience perspective… it’s very much a different experience than the rest of our site. And folks can’t really see what they’re getting, except for the picture of the fake book. And finally, the delivery of the asset is awkward too – once I fill out the form (and by the way I have to fill it out for each and every new thing I publication I want to download), I get taken to a thank you page… (and by the way that’s typically just the same URL with thank-you , pretty easy to guess) and on that page, I have to download a PDF, which again is separate from the website that brought me here in the first place.
- And third, we had a pain around how to serve up content internally.
- This was actually the biggest, hardest to solve pain: how best to get content into the right hands of our sales team, at the right time. In a way that’s relevant to them. The best way I can sum it up was, there was a disconnect between sales and marketing on content. We found that as the amount of content we were producing grew, it wasn’t at all obvious to the sales team where to find it, when to use it, how to use it, etc. [anecdote about silly questions of the sales team]
- But to find our stuff, they had to either wade through that resources page that I showed you and then go to a form on a Marketo landing page, just like a prospect would do… or find a random loose PDF on a folder on our shared drives… or find it in our internal wiki, which as you can see is really not designed for quick, painless discovery of content. This page is a wall of text, and as we all know, salespeople hate text! I’ll be honest, it took me a while to realize the seriousness of this problem. I was a marketing guy, and I was producing a lot of this stuff. So to me it seemed painfully obvious what content we had, were to find it, and how it should be used. I also gave everyone the benefit of the doubt that they actually *read* all of our content. But salespeople have a stressful job. They need quick, ready, access to our content. We can’t expect them to retain a mental map of all the content we have. It has to be just as well presented to our internal customers as it does to our external ones. This pain sounds like such a small thing. But it’s HUUUUGE. I’ve never not seen this problem at any organization I’ve been at.
- As a content creator, I always thought making content was all I had to do. But it isn’t, that’s just one part of the story. The content experience matters. We really didn’t have a business pain around lack of content… we just needed our content to do more. We needed to squeeze more juice out of it.
- Which kind of tech would make the biggest difference? Was tech even the answer?
- Which kind of tech would make the biggest difference? Was tech even the answer?
- Which kind of tech would make the biggest difference? Was tech even the answer?
- Which kind of tech would make the biggest difference? Was tech even the answer?
- Which kind of tech would make the biggest difference? Was tech even the answer?
- These were the 6 most important things to us. Uberflip checked all my boxes. I had known about Uberflip for a while, but it clicked for me during a case study at Summit 2016 by Blackbaud software… in fact, basically last year’s version of this exact presentation. So what exactly is Uberflip? It’s a gallery, a method of serving up content, a CMS, and also a simple page creator. And it helps you measure the effectiveness of your content. It’s really hard to express all these things at once until you see it. It’s a bit of a swiss army knife for content. But after going through a few demos and asking TONS of questions to Uberflip sales team, I was satisfied that it could do what it said, and solve the pains I hoped it could solve.
- These were the 7 steps that we went through to get up and running on Uberflip. I did this all largely solo, with some help from our marketing ops team, in about 2.5 months, very part time, in addition to my normal job. The uberflip team was a great help, like really fantastic.
- [go into more detail??] Example of how your Marketo plumbing has to change…. Adjusting your flow steps and smart lists and all that jazz Here’s where I had some great help from our marketing ops team. Uberflip has a simple, yet powerful integration with Marketo letting us leverage the power of Uberflip's CTAs for lead generation. We can easily place forms across our Hub and use them to quickly create landing pages and gate premium content. These forms directly connect with Marketo, passing lead information over and adding leads to designated Marketo lists. The Marketo integration also allowed us to easily add the Marketo cookie to each page of our Hub, letting us track known user activity and content engagement. We can continue to build on the quality of our leads using progressive profiling and track their engagement over time, helping us drive more leads and trigger effective follow up campaigns.
- All very plug and play. From the perspective of Marketo and GA, Uberflip just becomes part of your website.
- So here I’ll give you a tour of how things work for us now, after implementing Uberflip.
- With Uberflip, we were able to get more value out of our existing content in a whole bunch of ways, some small, some large, but they basically fall into 3 categories Demand Gen, Sales Enablement, ABM
- With Uberflip, we were able to get more value out of our existing content in a whole bunch of ways, some small, some large, but they basically fall into 3 categories Demand Gen, Sales Enablement, ABM
- Demand Gen Juice: our resource centre: content.allocadia.com Organized, categorized all these different ways. Topic, type, audience, and more. We can pick what to feature, not just the newest thing Header is styled to fit in with website Killer search feature, for the first time a single search looks at all of our content, including the blog and eBooks, and all of its contents Just looks better… looks like Pinterest. We can also embed these tiles on our website, or even in email.
- The Blog… We migrated the blog. Now Uberflip operates it instead of wordpress.
- Here’s a zoom in on the categories we have set up… the same content can be shown under multiple categories. It seems like such a simple thing, but it’s made such a big difference. Visitors can find what they’re looking for so much more easily, and we have super granular control over what’s shown where. But equally importantly, so can salespeople!
- So now I’ll show you some of my favorite things about the way Uberflip works. This is how I felt after moving over to Uberflip from a really limiting setup in Wordpress.
- It’s all about the little things that just enhance the experience For example, Uberflip adds this little box in the bottom right corner to guide people to the next article…
- Or a “more resources” area at the bottom of the page, featuring more items from the same category.
- Having one piece of content featured, bigger than all the rest
- You can subtly add calls to action amongst your content
- Demand Gen Juice: a sample landing page Talk about big reduction of effort … all we have to do to create a landing page is upload the PDF and apply one of these forms. Totally reducing the load on your marketing ops function. So simple, even a content person can set it up. These forms, by the way, mimic the way we used to do them in Marketo exactly, we haven’t lost any functionality at all.
- —-
- This is a special content galleries, fantastic for specific demand gen campaigns. So these ones are publicly accessible, but they’ve got a special campaign header and just feature a small selection of stuff. Like a microsite. --
- A big part of sales enablement juice was just the resource centre I already showed you… as useful for Salespeople as it is for a prospect. No need for a separate internal gallery for salespeople. They can find it just like a member of the public can. And since those forms are a one-and-done all-access pass, they’re not going to get annoyed by everything being gated. They just fill in the form once and that’ sit.
- Sales Streams… this is where we take sales enablement to the next level. you can spin up these mini galleries of content you get that sexy URL nothing inside here is gated no distractions, non-overwhelming highly customized, the content is chosen for the person very personal, you have a custom message from the sales rep It’s now SOP with our sales team to follow up on their conversations with a customized bundle of content. So they just got off the phone with a prospect, that person is specifically interested in products X and Y, so that’s what they include. And the URL stays the same, content can be added over time. Or you could use these for internal purposes too, whenever you need to bundle up some content for a particular purpose. New employee orientation, releasing a new product, etc.
- We’ve even used them at the executive level as a leave-behind for meetings. It’s a lot better than a bunch of loose PDFs. And in this particular one, we’re also including customer quotes in the mix.
- These sales streams become a powerful tool in the hands of our SDR team, too. That’s how we get some ABM Juice. This is a real screenshot, it was the Sales Stream our SDR Mick used to start a conversation with the CMO of Frito-Lay, which led to a six figure opportunity. You can crank out production of these things according to how your ABM strategy works. Super selective cherry picking of content for your top tier, maybe even custom content. Then maybe for your next tier down, maybe you develop templates by industry and just clone them. Together, our Sales and SDR teams have created over 700 of these for prospects over the last 6 months. These sales streams have become one of the main pillars of our ABM strategy.
- Here’s a tip one of our Ops pros figured out to give our SDR team more visibility… Just make sure the team always puts a common word in when they’re defining the URL of their streams. Like for example frito-lay-selections Then every morning Marketo sends a report on pages that contain the word selections, so the team can see which of their Streams got viewed the day before. Even if the person you’ve sent it to isn’t yet in your Marketo database.
- These numbers are just so you can get a sense of the scale of what we’re doing. I can't offer a specific comparison to the previous method because it was really hard to measure our content in isolation. Once you send someone to a pDF to download, that's it... you can't tell whether they read it or not, you just kind of say here it is. Whereas you get all kinds of great metrics with uberflip, even at the individual item level. But just anecdotally, this is definitely an improvement for us. I mentioned the problem of content going to waste… now so much more of our content is going to a good home!
- Assuming you’re going to use technology to tackle this set of business pains like we did… Stop the presses if you have to. If you’re a content marketing manager looking to bring it a system like this, consider that your existing body of content might be OK, you just need to squeeze more juice out of it. And if, like me, you’re also the person actually setting up the system, ask for permission to stop making content for a couple months as you implement this instead. Document your documents. Every piece of content, it’s former URL, its new URL, any 301 redirects, etc. Get extremely tight on tagging, categories, etc. Trust me, it’ll help you later. There are a lot of moving parts. Sell to sales. Your marketing team will love it, that’s an easy sell. Sales team: show them super tangible examples using their real faces and aspirational prospect names (Luke / AirBnB). Train them live. I told them it was coming, teased it, then held a session to train them. Follow up with them all the time. Check in on what they’re building and how their prospects are responding. Enlist your SDR team… keen for a tool, grateful for a focal point. Train them separately because their needs are slightly different. Then pick one or two SDR Uberflip champions (Mick) and show the rest of the team how it’s done.
- #1 recommendation: You probably don’t have a not-enough-content problem. You may have the wrong content, but it’s probably about having more accessible content. A better content experience. This matters almost as much as the content itself. You probably have enough content. Just squeeze more juice out of it.