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Orchestrating Account-Based Marketing
with Advertising, Content & Direct Mail
Presented as part of BrightTALK’s ABM Summit
Presenters
DANIEL GAUGLER
CMO
PFL
@dgaugler
SANGRAM VAJRE
Co-Founder & CMO
Terminus
@sangramvajre
Tweet to win! Use #ABM for a copy of Account-Based Marketing for Dummies
What is Account-Based Marketing?
Focused
B2B
“Smarketing”
@sangramvajre @dgaugler#ABM
@sangramvajre @dgaugler#ABM
The #FlipMyFunnel model for #ABM
IDENTIFY
Start with the best-fit accounts
EXPAND
Focus on people in same roles
ENGAGE
Right content, right channel
ADVOCATE
Create raving fans
MEASURE
Gauge the results & adjust
Terminus is for all 4 types of ABM
Net New Interest Dead Opp Renewal & ExpansionOpportunityBuying Stage
ABM Strategy
(1:1, ABM Lite,
Programmatic)
Lead-Based
Strategy
(Bolt-On ABM)
Demand Gen Sales Pipeline Customer Marketing
Pre-
targeting
Renewal
& Upsell
Pipeline
Acceleration
Wake the
Dead
Account
Nurture
Lead-to-
Account
Nurture
Land &
Expand
X
@sangramvajre @dgaugler#ABM
Stages  of  Account-­Based  Marketing
Demand  Generation
Sales  +  Marketing
=  Smarketing
@sangramvajre @dgaugler#ABM
Why  ABM  @  PFL
Improve  Odds
Scale  Demand
Reduce  Waste
@sangramvajre @dgaugler#ABM
Hypothesis
Combining	
  high	
  impact	
  marketing	
  touches	
  across	
  an	
  
account	
  	
  with	
  coordinated	
  sales	
  efforts	
  will	
  improve	
  our	
  
sales	
  and	
  marketing	
  efficiency.	
  
@sangramvajre @dgaugler#ABM
So  then  what  are  the  
“high  impact”  touches  from  
sales  &  marketing?
@sangramvajre @dgaugler#ABM
@sangramvajre #ABM
Engage
• Messaging should be an
extension of the brand
• Connect on a personal level
• On the channels where
they’re most active
• Make it visceral, appeal to
your customers emotions
@sangramvajre @dgaugler#ABM
YOUR IMPACT GRAPH
ABM Engagement
Low
Impact
(1X)
Should Do
High
Impact
(10X)
Must Do
Email newsletter
Nurture Programs
Blog and website updates
Analyst recommendations
In-person events
Industry or persona-based webinar
Account-based
advertising/messaging
or LinkedIn Ads
Direct mail
@sangramvajre @dgaugler#ABM
Source:  InfoTrends
A Multi-Channel Campaign is the Key
@sangramvajre @dgaugler#ABM
Four  Dimensional  Campaigns
• Display
• Email
• Tactile	
  Marketing	
  aka	
  Direct	
  Mail
• Website	
  Personalization
@sangramvajre @dgaugler#ABM
@sangramvajre @dgaugler#ABM
Holistic Insights | Efficiency | Better Results
Getting Started
Research
Pick targets
Start small
System design
@sangramvajre @dgaugler#ABM
• Group effort
• Online research
• Not just C level execs
• 1 - 4 people per account
Define the Audience
@sangramvajre @dgaugler#ABM
@sangramvajre @dgaugler#ABM
Personalization  at  scale
@sangramvajre @dgaugler#ABM
PFL’s ABM Tech Stack
Tactile
Marketing
Automation
Marketing
Automation
and Web Personalization
DisplayData
@sangramvajre @dgaugler#ABM
Account
Direct	
  
Mail
Sales
Gifts
Display
Ads
Social
Web
Personalization
Event
Engage
Touch points
@sangramvajre @dgaugler#ABM
ABM Orchestration Experience
@sangramvajre @dgaugler#ABM
Results
Conversion to
opportunity30%
203% lift over digital only
Drastically improved
sales and marketing efficiency
EXAMPLE
The  Sales  &  Marketing Terminus  500  Cadence
Pre-­cadence:  Terminus  Ads  
During  cadence: LinkedIn  and  
Facebook  retargeting  to  known  
contacts  
After  1st 8  days: Direct  mail  to  
unresponsive  accounts
Day  1:   Personalized  
video  email
Day  2:  Email  
Day  2:  Call,  LVM
Day  4:  LinkedIn  
(Attempt  to  connect)
Day  6: Inmail
Day  7:  Video  email  
(Sangram)
Day  8:  Call,  no  VM
Day  8:  Direct  mail
Day  13:  Call,  LVM  
about  the  package
Day  13:  Email  about  
the  package
Day  15:  Video  Email  
Day  16:  Call,  no  VM
Day  20:  Breakup  video  
email
MARKETING  TOUCH  POINTS SALES  TOUCH  POINTS
@sangramvajre @dgaugler#ABM
Demand  Generation
Personalized  Video  Emails
Terminus  Ads
Direct  Mail
@sangramvajre @dgaugler#ABM
Demand  Generation
@sangramvajre @dgaugler#ABM
B U Y E R ’ S J O U R N E Y
Demand Gen Pipeline Velocity
Stages
Prospect Opportunity Customer Adoption Upsell/Cross-Sell Land & Expand
“Always On”
Air Cover
Goal Leads to Qualified
Accounts
MQA to Opportunity Opportunity to
Customers
Customers to
Advocates
Winning New
Business
Winning More
Business
Keeping Top of
Mind
Strategies • Events/Webinars
• Campaigns
• Inbound
• Outbound
• MQA to SQA
• SQA to Opportunity
• Lost/Dead to
Opportunity
• New Opportunity to
Evaluation
• Evaluation to
Negotiation/Review
• Negotiation
to Closed-Won
• Workshops &
Training
• Webinars/Events
• Customer Reviews
• New Product
• Features
• Upgrades
• Outbound
• New Departments
• Personalized
Messaging
• Outbound
• Partners
• Analysts
• Influencers
• Investors
Recommended
Content
• Blog Post
• eBook
• Infographic
• Whitepaper
• Video Testimonial
• Case Studies
• Webinar
• Video Testimonial
• Case Study
• “How To” Content
• ROI
• Competitive Analysis
• Implementation
Guide
• Tutorials
• “How To” Resources
• Product Webinar
• Case Study
• ROI
• Case Study
• ROI
• Video Testimonial
• Quarterly
Reports
• Thought
Leadership
• Newsletters
Stakeholders Marketing, CMO,
Demand Generation
Marketing, Sales, Sales
Development
Marketing, Sales, Sales
Development, CMO,
CSO
Marketing, Customer
Success
Marketing, Customer
Success, Sales
Marketing, Customer
Success, Sales
CEO, CMO, CSO
ABM Success
Measure
Increase In:
MQLs
Contact Activities
Audience
↑Executive
Awareness
Number of Appts.
Increase In:
Opportunities
Engagement in
Accounts
Marketing-Sourced
Pipeline
Pipeline Velocity
Increase In:
Closed/Won Deals
↑Engagement in
Opportunities
Sales Velocity
Deal size
New logos
Increase In:
Usage
Retention
Churn
Increase In:
New Business
Deal Size
Revenue per Acct
↑Engagement in
Accounts
Increase In:
New Business
Deal Size
Current Customer
Revenue
Engagement in
Accounts
Increase In:
Awareness
(more
impressions)
Engagement
(traffic to site)
The Account-Based Marketing
F R A M E W O R K
C U S T O M E R ’ S J O U R N E Y
@sangramvajre @dgaugler#ABM
Sales  Pipeline
@sangramvajre @dgaugler#ABM
Customer  Marketing
Research  shows  that  85%  of  companies  believe  that
ABM  provides  significant  benefits
for  retaining  and  expanding  current  client  relationships
@sangramvajre @dgaugler#ABM
@sangramvajre #ABM
Customer  Marketing
ABM  Orchestration  Takeaways
• Align	
  your	
  marketing	
  +	
  sales	
  teams	
  =	
  “smarketing”
• Coordinate	
  messaging	
  and	
  creative	
  across	
  all	
  channels	
  
(including	
  sales	
  conversations	
  and	
  emails)
• Select	
  the	
  right channels	
  – consider	
  account	
  coverage	
  
and	
  depth	
  of	
  engagement
• Scale	
  and	
  automate	
  using	
  marketing	
  tech	
  &	
  tools	
  
@sangramvajre @dgaugler#ABM
Terminus Cloud for ABM
terminus.com/abm-cloud
Using the #FlipMyFunnel model for ABM
• Build a best-in-class ABM tech stack
• Partner program of 40+ B2B marketing &
sales software vendors
• All integrate w/ Salesforce CRM for a
comprehensive strategy
• Aligning #MarTech stack allows ABM to be
done at scale (1-to-1 or 1-to-many)
@sangramvajre @dgaugler#ABM
Terminus ABM Stack Grader
terminus.com/abm-stack
@sangramvajre @dgaugler#ABM
Download full Blueprint to ABM ebook
60+
pages of
content, 10
worksheets
bit.ly/abm_blueprint
@sangramvajre @dgaugler#ABM
Questions? Tweet to us!
DANIEL GAUGLER
CMO
PFL
@dgaugler
SANGRAM VAJRE
Co-Founder & CMO
Terminus
@sangramvajre
#ABM

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Orchestrating Account-Based Marketing with Advertising, Content & Direct Mail

  • 1. Orchestrating Account-Based Marketing with Advertising, Content & Direct Mail Presented as part of BrightTALK’s ABM Summit
  • 2. Presenters DANIEL GAUGLER CMO PFL @dgaugler SANGRAM VAJRE Co-Founder & CMO Terminus @sangramvajre Tweet to win! Use #ABM for a copy of Account-Based Marketing for Dummies
  • 3. What is Account-Based Marketing? Focused B2B “Smarketing” @sangramvajre @dgaugler#ABM
  • 4. @sangramvajre @dgaugler#ABM The #FlipMyFunnel model for #ABM IDENTIFY Start with the best-fit accounts EXPAND Focus on people in same roles ENGAGE Right content, right channel ADVOCATE Create raving fans MEASURE Gauge the results & adjust
  • 5. Terminus is for all 4 types of ABM Net New Interest Dead Opp Renewal & ExpansionOpportunityBuying Stage ABM Strategy (1:1, ABM Lite, Programmatic) Lead-Based Strategy (Bolt-On ABM) Demand Gen Sales Pipeline Customer Marketing Pre- targeting Renewal & Upsell Pipeline Acceleration Wake the Dead Account Nurture Lead-to- Account Nurture Land & Expand X @sangramvajre @dgaugler#ABM Stages  of  Account-­Based  Marketing
  • 6. Demand  Generation Sales  +  Marketing =  Smarketing @sangramvajre @dgaugler#ABM
  • 7. Why  ABM  @  PFL Improve  Odds Scale  Demand Reduce  Waste @sangramvajre @dgaugler#ABM
  • 8. Hypothesis Combining  high  impact  marketing  touches  across  an   account    with  coordinated  sales  efforts  will  improve  our   sales  and  marketing  efficiency.   @sangramvajre @dgaugler#ABM
  • 9. So  then  what  are  the   “high  impact”  touches  from   sales  &  marketing? @sangramvajre @dgaugler#ABM
  • 10. @sangramvajre #ABM Engage • Messaging should be an extension of the brand • Connect on a personal level • On the channels where they’re most active • Make it visceral, appeal to your customers emotions @sangramvajre @dgaugler#ABM
  • 11. YOUR IMPACT GRAPH ABM Engagement Low Impact (1X) Should Do High Impact (10X) Must Do Email newsletter Nurture Programs Blog and website updates Analyst recommendations In-person events Industry or persona-based webinar Account-based advertising/messaging or LinkedIn Ads Direct mail @sangramvajre @dgaugler#ABM
  • 12. Source:  InfoTrends A Multi-Channel Campaign is the Key @sangramvajre @dgaugler#ABM
  • 13. Four  Dimensional  Campaigns • Display • Email • Tactile  Marketing  aka  Direct  Mail • Website  Personalization @sangramvajre @dgaugler#ABM
  • 15. Holistic Insights | Efficiency | Better Results
  • 16. Getting Started Research Pick targets Start small System design @sangramvajre @dgaugler#ABM
  • 17. • Group effort • Online research • Not just C level execs • 1 - 4 people per account Define the Audience @sangramvajre @dgaugler#ABM
  • 20. PFL’s ABM Tech Stack Tactile Marketing Automation Marketing Automation and Web Personalization DisplayData @sangramvajre @dgaugler#ABM
  • 24. Results Conversion to opportunity30% 203% lift over digital only Drastically improved sales and marketing efficiency
  • 25. EXAMPLE The  Sales  &  Marketing Terminus  500  Cadence Pre-­cadence:  Terminus  Ads   During  cadence: LinkedIn  and   Facebook  retargeting  to  known   contacts   After  1st 8  days: Direct  mail  to   unresponsive  accounts Day  1:   Personalized   video  email Day  2:  Email   Day  2:  Call,  LVM Day  4:  LinkedIn   (Attempt  to  connect) Day  6: Inmail Day  7:  Video  email   (Sangram) Day  8:  Call,  no  VM Day  8:  Direct  mail Day  13:  Call,  LVM   about  the  package Day  13:  Email  about   the  package Day  15:  Video  Email   Day  16:  Call,  no  VM Day  20:  Breakup  video   email MARKETING  TOUCH  POINTS SALES  TOUCH  POINTS @sangramvajre @dgaugler#ABM
  • 26. Demand  Generation Personalized  Video  Emails Terminus  Ads Direct  Mail @sangramvajre @dgaugler#ABM
  • 28.
  • 29. B U Y E R ’ S J O U R N E Y Demand Gen Pipeline Velocity Stages Prospect Opportunity Customer Adoption Upsell/Cross-Sell Land & Expand “Always On” Air Cover Goal Leads to Qualified Accounts MQA to Opportunity Opportunity to Customers Customers to Advocates Winning New Business Winning More Business Keeping Top of Mind Strategies • Events/Webinars • Campaigns • Inbound • Outbound • MQA to SQA • SQA to Opportunity • Lost/Dead to Opportunity • New Opportunity to Evaluation • Evaluation to Negotiation/Review • Negotiation to Closed-Won • Workshops & Training • Webinars/Events • Customer Reviews • New Product • Features • Upgrades • Outbound • New Departments • Personalized Messaging • Outbound • Partners • Analysts • Influencers • Investors Recommended Content • Blog Post • eBook • Infographic • Whitepaper • Video Testimonial • Case Studies • Webinar • Video Testimonial • Case Study • “How To” Content • ROI • Competitive Analysis • Implementation Guide • Tutorials • “How To” Resources • Product Webinar • Case Study • ROI • Case Study • ROI • Video Testimonial • Quarterly Reports • Thought Leadership • Newsletters Stakeholders Marketing, CMO, Demand Generation Marketing, Sales, Sales Development Marketing, Sales, Sales Development, CMO, CSO Marketing, Customer Success Marketing, Customer Success, Sales Marketing, Customer Success, Sales CEO, CMO, CSO ABM Success Measure Increase In: MQLs Contact Activities Audience ↑Executive Awareness Number of Appts. Increase In: Opportunities Engagement in Accounts Marketing-Sourced Pipeline Pipeline Velocity Increase In: Closed/Won Deals ↑Engagement in Opportunities Sales Velocity Deal size New logos Increase In: Usage Retention Churn Increase In: New Business Deal Size Revenue per Acct ↑Engagement in Accounts Increase In: New Business Deal Size Current Customer Revenue Engagement in Accounts Increase In: Awareness (more impressions) Engagement (traffic to site) The Account-Based Marketing F R A M E W O R K C U S T O M E R ’ S J O U R N E Y @sangramvajre @dgaugler#ABM
  • 31. Customer  Marketing Research  shows  that  85%  of  companies  believe  that ABM  provides  significant  benefits for  retaining  and  expanding  current  client  relationships @sangramvajre @dgaugler#ABM
  • 33. ABM  Orchestration  Takeaways • Align  your  marketing  +  sales  teams  =  “smarketing” • Coordinate  messaging  and  creative  across  all  channels   (including  sales  conversations  and  emails) • Select  the  right channels  – consider  account  coverage   and  depth  of  engagement • Scale  and  automate  using  marketing  tech  &  tools   @sangramvajre @dgaugler#ABM
  • 34. Terminus Cloud for ABM terminus.com/abm-cloud Using the #FlipMyFunnel model for ABM • Build a best-in-class ABM tech stack • Partner program of 40+ B2B marketing & sales software vendors • All integrate w/ Salesforce CRM for a comprehensive strategy • Aligning #MarTech stack allows ABM to be done at scale (1-to-1 or 1-to-many) @sangramvajre @dgaugler#ABM
  • 35. Terminus ABM Stack Grader terminus.com/abm-stack @sangramvajre @dgaugler#ABM
  • 36. Download full Blueprint to ABM ebook 60+ pages of content, 10 worksheets bit.ly/abm_blueprint @sangramvajre @dgaugler#ABM
  • 37. Questions? Tweet to us! DANIEL GAUGLER CMO PFL @dgaugler SANGRAM VAJRE Co-Founder & CMO Terminus @sangramvajre #ABM