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B2B PERSONAS:
THE WHY, THE HOW AND THE WHAT NEXT?
Live Tweet at
#B2BPersona
PAT MCANALLY
Research Director
@patmcanally
SiriusDecisions
DAVID PEREIRA
President
@djp55
GET LIFT Agency
KATIE MARTELL
CMO, Co-founder
@KatieMartell
Cintell
Feb 24, 2016
Personas: The Why
Proof points and justification
© 2015 SiriusDecisions. All Rights Reserved 3
Advisory
SiriusDecisions
Research-Informed
Consulting
Research-informed assessments,
workshops and project engagements
that support key initiatives. Our
consultants are experienced leaders
in your field who apply Sirius thinking
and tools to help solve the
challenges you face.
Advisory
Designed for executives and teams to
help define strategy and support the
execution of key initiatives. Provides
access to benchmark data, as-
needed access to analysts, and best
practice research – including
operational models and frameworks.
Research-Enabled
Learning
Our learning solutions address
practitioners’ skills gaps and
extend core concepts across
teams to enable consistent
execution.
LearningConsulting
For Product, Marketing and Sales Leaders
SiriusPerspective:
© 2015 SiriusDecisions. All Rights Reserved 4
Marketing Now Makes the “First Sales Call”
Most salespeople believe that the biggest change in their
sales cycle is the difficulty they face in getting the buyer’s attention.
How has the sales cycle changed
in the last three years?
• Access to content
• Peer network
• Access to data
Buyers are more
informed
• Reason to
change
• Peer examples
• Executive support
Buyers need more
and earlier ROI • Self service
• Network
introduction
• Events changing
Buyers are
engaging
differently
© 2015 SiriusDecisions. All Rights Reserved 5
EnhanceMonitorLaunchBuild
V
AlignDesignDiscovery
The SiriusDecisions Product Marketing and Management Model
A Best-in-Class Framework for Innovating and Marketing B-to-B Offerings
MARKETING
PRODUCT
SALES
Brand and Naming Routes to Market Campaign Planning
Reputation/
Advertising
Demand
Measurement
Customer Marketing
Relative
Targeting
Messaging Marketing Plan* Thought Leadership
Win/Loss
Analysis
Retention
Strategies
Buyer Personas/
Requirements
Market
Requirements*
Content
Brief*
Content
Activation
Buying Cycle Solution Handbook*
Sales Content
and Tools
Launch
Plan*
Portfolio Architecture
Pricing Product Roadmap* Sales Support
Lifecycle
Management
Competitive
Analysis
User
Stories/Functional
Spec*
Demos, Trials
Proofs of Concept
Customer Feedback
Enhancement
Prioritization
Business Case*
(concept)
Product Testing
Future
Roadmap*
Field
Requirements
Sales Advisory
Council
Financial Targets
Sales
Communications
Sales Adoption Retention Programs
Sales Training Pipeline Analytics
Certification
Incentives
STRATEGY EXECUTION GROWTH
Prototype
Concept Testing
Product
Requirements*
Sales Enablement
Plan*
Deliverables*
Activities
Business Case*
(final)
Market Sizing
Segmentation
Sales Coverage
Strategy
Named
Accounts
Territory Alignment
Satisfaction
Measurement
Version 3.0
Field Feedback
Competitive
Positioning
Channel Partner
Strategy
Offering Dashboard*
Launch Dashboard*
Demand
Creation
User Personas/
Requirements
Demand Type
Release
Readiness
High-Priority
Updates
Upsell
Cross-sell
References and
Advocacy
Influencer Relations
© 2015 SiriusDecisions. All Rights Reserved 6
What are the biggest challenges when shifting from product-
centric to audience-centric marketing?
0%
5%
10%
15%
20%
25%
30%
35%
Revising planning process Convincing product
business units to do so
Understanding the buyers
(personas, needs, buying
Developing content that is
audience-and needs-
oriented
No difference
between NA and
EMEA and global
priorities
SiriusDecisions 2015 CMO Study
© 2015 SiriusDecisions. All Rights Reserved 7
Justifying the Investment in Personas
• Engages buyer earlier and more
effectively
• Focuses messaging; increases
precision of targeting
• Instills shared understanding between
marketing, sales and product
• Improves sales productivity
• Transforms marketers into subject
matter experts on their buyers
Best practice demand creation
strategy that includes more
personalized and customized
messaging built on personas
yields two times the
average sales pipeline.
- SiriusDecisions research study
© 2015 SiriusDecisions. All Rights Reserved 8
Client Proof Points by Scenario
• $1B+ Global Workforce
Management Software
• 28% higher campaign
response rate
• Higher-quality leads per
sales means quicker
uptake
New Product
Launch
• $1B+ Software Business
Unit
• Shortened sales cycle by
2-3 months
• Sales teams’ increased
satisfaction with content
Sales Content
Change
• European Information
Service Provider
• 100% higher content
downloads from Web site
• 10-25% increase in
marketing-influenced
revenue
Nurture
Streams
© 2015 SiriusDecisions. All Rights Reserved 9
SiriusDecisions B-to-B Content Study
• On average, 60-70% of b-to-b content goes unused, representing
hundreds of thousands if not millions of dollars wasted
SiriusPerspective:
© 2015 SiriusDecisions. All Rights Reserved 10
<$100M< <$1B<
$0.9M
$10.8M $17.5M
B-to-B Content Spend
Enterprise-size organizations spend roughly twice what they think
they do on content – emerging growth organizations spend more than 10 times!
SiriusDecisions 2015 Cost of Content survey
SiriusPerspective:
© 2015 SiriusDecisions. All Rights Reserved 11
<$100M< <$1B<
$0.2M
$2.1M $3.3M
The Financial Drain of Irrelevant Content
Lack of foundational research into targeting the right audience and
understanding buyer needs and behavior causes a huge waste of resources.
SiriusDecisions 2015 Cost of Content survey
SiriusPerspective:
© 2015 SiriusDecisions. All Rights Reserved 12
Map the Buyers’ Journey
Identifying the information audiences need at buying cycle inflection
points helps align sales for more effective interactions.
BUYING PROCESS:
DECISION STAGES
Vendor
Selection
Solution
Education
Engagement
Propose
Qualify
Close
Retain
SALES PROCESS:
WORKFLOW STAGES
Buyer Persona
Knowledge Requirements
Business Value
Solution Fit
Examples
Issue Mapping
Demonstration
Stories
Business Issues
Persona Topics
Customer Needs
Triggers
Competitive Comparison
Testimonials
SME Insights
Value Actualization
Differentiation
References
Onboarding
Community
Value Review
Seller Persona
Grow
SiriusPerspective:
© 2015 SiriusDecisions. All Rights Reserved 13
Deploying Personas Impact Cross-Functional Areas
Identify all the pathways of information flow – persona insights are
requirements for sales enablement and product management as well as marketing.
Sales
Enablement
Product
Management
Portfolio
Marketing
Marketing
Operations
Customer
Marketing
Regional
Marketing
Corporate
Comms
Demand
Creation
Content
Operations
© 2015 SiriusDecisions. All Rights Reserved 14
Target
Identify  Isolate  Prioritize
Develop
Interview  Build  Validate
Deploy
Train  Refine  Accelerate
Buyer Personas: A Lifecycle Approach
© 2015 SiriusDecisions. All Rights Reserved 15
Target
Identify  Isolate  Prioritize
Develop
Interview  Build  Validate
Deploy
Train  Refine  Accelerate
Buyer Personas: A Lifecycle Approach
Target
Identify  Isolate  Prioritize
Develop
Interview  Build  Validate
Deploy
Train  Refine  Accelerate
16
Personas – The How
Get
Organized
Interview Research
Put it
Together
Put it to
Use!
17
MARKETING
CONSULTANCY
 Solve B2B Marketing challenges around
lead and revenue growth
(focus on Tech / Finance / SMB)
 Subscribe to and practice SiriusDecisions
methodologies
 Conducted thousands of persona interviews
 Our creative director recently wrote a blog
post entitled “Why Personas are like my
Crack Cocaine”
INTERACTIVE
AGENCY
MARKETING
TECHNOLOGY
CLIENTS
GET LIFT Agency
WE ARE A FULL SERVICE AGENCY THAT EMPOWERS MODERN MARKETERS
18
18
Getting Organized
Category Item
PRODUCT
TRAINING
 Make sure you know enough details about the product/solution so that you can understand how
it satisfies the needs of your customers
SETTING UP
PERSONA
INTERVIEWS
 Set up Interviews with Sales (3-4 people), Marketing (2-3 people), Product Marketing (1-2 people)
 Identify list of 25-30 customers (ideally became a customer in the last 12 months) – expect 10-12 to agree
 Identify list of 10-15 recent ‘closed lost’ prospects (were in the funnel but did not buy) – expect 3-4 to agree
EXISTING PERSONAS
AND MESSAGING
 Any existing persona research that’s been conducted
 Any product messaging decks for the solution
EXISTING
KEYWORDS
 SEO Research / Keyword Analysis
RFP’S  10 recent RFPs
DEAL ANALYSIS
 Last 10 deals
 Access to sales people who sold these deals and can speak to the sales cycle and the process
 Win/Loss analysis reports
SECONDARY
RESEARCH
 Any 3rd party reports / studies that would be helpful on the audience
 Any upcoming conferences / tradeshows / online events that cater to your personas
19
19
Interview Details
Topic Details
WHO CONDUCTS
THE INTERVIEWS
 Typically 1 lead interviewer and 1 backup for consistency
NUMBER OF
INTERVIEWS
 Internal: Sales (3-4 people), Marketing (2-3 people), Product Marketing (1-2 people)
 Customers: Identify list of 30-50 customers that purchased in last 12 months -> aim for 10-12 interviews
per primary persona
 Closed Lost: Identify list of 10-15 recent ‘closed lost’ prospects -> targeting 3-4 interviews
CONDUCTING
INTERNAL
INTERVIEWS
 Interviews typically last 45 minutes
SETTING UP
EXTERNAL
INTERVIEWS
 Provide sales people with email templates (different versions for prospects, customers, lost prospects)
 Incentive of $50 Amazon giftcard for 25 minutes of their time
CONDUCTING
EXTERNAL
INTERVIEWS
 Typically 25-45 minutes (customers LOVE to talk)
 Use GoToMeeting and record interviews (with permission of interviewee)
 Transcribe interviews – helps with soundbites
ONLINE SURVEYS
 Used to validate discrepancies
 Aim for at least n=50
FOCUS GROUPS  May be appropriate based on audience
20
External
 Trade Association Websites (role / vertical)
 Industry Analysts
 LinkedIn Groups / Forums
 Websites identified from interviews
 Job Boards
 3rd party research
(First Research, Aberdeen, Forrester, Gartner)
Internal
 RFPs
 Closed Wins/Lost data
 Internal Studies
 Older versions of personas
Research
GET LIFT AGENCY :: ALL INFORMATION IS PROPRIETARY AND CONFIDENTIAL
21
Buyer Persona Profiles
 Profile of job role
 Involvement in buying cycle
 Watering holes
Buying Cycle Mapping
 Stages
 Milestones within each stage
 Inflection points within each stage
Buying Process
 Decision Criteria
 Roles in the buying cycle
 Key Drivers / Motivators
 Risks/Obstacles/Barriers to decisions
Insights From Your Personal Efforts
Competitive
 Why does you win deals?
 Why does you lose deals?
Content
 Topics for different stages of the buying cycle
 Sales Enablement content ideas
Testimonials and Case Studies
 Agreement from interviewees to provide
a testimonial or case study
What Can You Do Better
 Feedback from interviewees on how you could
improve solution or service
22
Involvement in Buying Process – Very High Watering Holes
List of Needs
• Transcoding
• Analytics / Metrics
• Ipsum Lorem
• Ipsum Lorem
• Ipsum Lorem
• Ipsum Lorem
• Ipsum Lorem
Triggers – What prompted the buying cycle?
• Current vendor did not have a good video
management UI
• Ipsum Lorem
• Ipsum Lorem
• Ipsum Lorem
• Ipsum Lorem
• Ipsum Lorem
Role in Buying Process
• Overseeing creation of RFP – technical requirements,
obtaining business requirements from various
marketing teams
• Ipsum Lorem
• Ipsum Lorem
Risks and Barriers considered (real or perceived)
• Switching costs – overall pain of switching +
interruption for existing users
• Ipsum Lorem
Late Stage
Primary
• Google search
• Peer/colleague networking/info
sharing inside and outside
company
• Other
Analyst Reports (Gartner)
Product manuals (download)
Technical Tommy
Early Stage
Primary
• Google search
Secondary
• Tradeshows - Streaming
Media; NAB; IABC
• Magazines - Stack Overflow
Journal; Ipsum Lorem
• Websites - NAB; Insight;
Ipsum Lorem
• News sites / aggregators;
• Industry press releases
• Podcast - “This Week in
Tech”
Content
Voice, Style & Tone
• Concise; easy to scan specs
• Feature/benefit statements
Content Formats
• Data / Comparison Sheets
• Ipsum Lorem
• Ipsum Lorem
• Ipsum Lorem
Tommy Chang
Age: 39
Salary: $115,000
Education: Computer
Science, IT, IS
Common Job Titles
Business Information Manager
Ipsum Lorem
Ipsum Lorem
Ipsum Lorem
What Tommy loves about his job
• Innovation / Pioneer
• Ipsum Lorem
• Ipsum Lorem
What Tommy finds challenging
• Marketing Department is often not
technically proficient and some of
them don’t really understand the
benefits of the technology
• Ipsum Lorem
• Ipsum Lorem
• Ipsum Lorem
Keywords / Themes
• Fast, easy transcoding
• Embed & share videos across
different devices and formats
• Ipsum Lorem
• Ipsum Lorem
• Ipsum Lorem
• Ipsum Lorem
Interesting Content Topics
• Eliminate manual video transcoding (get videos up faster; free up your team for
more important projects)
• Embed and play videos across multiple devices and formats (mobile apps,
websites, browsers)
• Great value for the price
• APIs allow you to innovate, add features easily, customize your video solution
Verbatims and Quotes
About Tommy Chang: Tommy has been in a variety of IS/IT roles for 13 years. He’s been with the company for a long
time and enjoys the security of working in a large company. His team has to ensure that whatever platform is selected can
be support from an IT perspective and makes sense for their marketing technology stack.
Sample Persona: IT Lead
“Choosing Client was an easy
decision to add functionality.”
“We wanted to make video
transcoding easier for us. Before
Client, our developers had to
create multiple renditions of
players and embed the videos.
Now, our creative agencies actually
can upload the videos and then
they can create or grab the snippet
of codes from Client and embed
that in our websites.”
“My challenge is to get adoption
across the company. Some old
school marketers are resistant to
the path we’re on.”
“How could we further the value
of the platform by integrating to
other elements of marketing
stack (MAP, Paid media)?”
23
Involvement in Buying Process – Very High Watering Holes
List of Needs
• Bring in more leads; score them better; increase
lead conversion
• Increase ROI of marketing programs and lower my
lead acquisition costs
• Ipsum Lorem
• Ipsum Lorem
• Ipsum Lorem
• Ipsum Lorem
Triggers – What prompted the buying cycle?
• Current OVP provides superficial analytics
• Ipsum Lorem
• Ipsum Lorem
• Ipsum Lorem
• Ipsum Lorem
• Ipsum Lorem
Role in Buying Process
• Overseeing creation of business requirements in
conjunction with IT
• Ipsum Lorem
• Ipsum Lorem
• Ipsum Lorem
• Ipsum Lorem
Risks and Barriers considered (real or perceived)
• Switching costs – overall pain of switching +
interruption for existing users
• Ipsum Lorem
• Ipsum Lorem
Demand-Gen Dee
Content
Verbatims and Quotes
About Dee Smith: Dee has been in marketing roles for 15 years. She has worked at 2 smaller and 1 other large company. She
has worked with video a lot and knows types of video content that work best for various marketing needs. Video has become a
bigger part of her company’s content marketing and she needs to find a solution that can accommodate their growth and make
her life much easier.
Sample Persona Profile: Marketing Lead
“We track a lot in terms of ROI. We
needed an OVP with an analytics
package built-in. If you don’t do video,
your completely behind the game. We
track & compare videos on our website
vs. YouTube for views. For one-minute
podcast clips, we’re getting twice the
views on our website than we’re getting
on YouTube.”
Dee Smith
Age: 35 - 45
Salary: $90,000 - $130,000
Education: BA/BS, Business,
Marketing , Communications
Possible MBA
Common Job Titles
Sr. Marcom Manager
Sr. Manager - Demand Generation
Content Marketing Strategist
What Dee loves about her job
• Strategizing compelling ways to
promote her company’s brand and
products / services
• Ipsum Lorem
• Ipsum Lorem
• Ipsum Lorem
What Dee finds challenging
• Pressure from sales to better
qualify & deliver more leads
• Proving ROI of video
• Ipsum Lorem
Late Stage
Primary
• Google search
• Peer/colleague networking/info sharing inside and outside company
Early Stage
Primary
• Google search
Secondary
• Tradeshows –
Anything Marketo;
Ipsum Lorem,
WebTrends,
• Blogs about Content
Strategy, Demand Gen.
• Websites – Ipsum
Lorem
• Webinars
• Email Marketing
• News Sites – Adweek
Voice, Style & Tone
• Friendly, educational
• Feature/benefit statements
Content Formats
• Case Studies
• How to’s
• Ipsum Lorem
• Ipsum Lorem
• Ipsum Lorem
• Ipsum Lorem
Keywords / Themes
• Easy video upload
• Single, unified storage location
• Ipsum Lorem
• Ipsum Lorem
• Ipsum Lorem
• Ipsum Lorem
• Ipsum Lorem
• Ipsum Lorem
Interesting Content Topics
• How to improve your video content
• Case studies of brands who use video well
• Ipsum Lorem
• Ipsum Lorem
• Ipsum Lorem
• Ipsum Lorem
“Big reasons we chose Client :
analytics and user-engagement
scoring built-in (how many are viewing
and where they drop off matters a
lot), easy to skin players, social media
integration and the ability to use
shoppable video down the road.”
“Storage and management mattered a
lot to us. We needed a single location to
store all external video content so that
files are no longer all over the place.”
“We use Client because of how easy it
is to embed videos on our site and how
easy it is to deliver them to other sites.”
24
Primary and Secondary Personas
Internal Champion
 Mainly Technical
 Range from Analyst to
Director level
Influencer
 Mid-level Marketers
 Variety of IT roles
Decision Maker
 Executive Level included
(Director to SVP)
 Joint between IT
and Marketing
Users
 Marketing Managers
Ratifier
 Marketing Executives
 Purchasing
Budget
 Mainly held
within Marketing
$
25
25
2016-02-27 :: GET LIFT AGENCY :: ALL INFORMATION IS PROPRIETARY AND CONFIDENTIAL
Persona’s Needs/
Activity
Awareness / Discovery Consideration / Solutions Vendor Selection / Purchase
What content
information is
Technical Tommy
looking for?
 How can we eliminate manual transcoding of
our videos and get them posted faster?
 Are there video solutions will make it easier
and faster to embed videos across multiple
platforms and browsers?
 Ipsum Lorem
 Ipsum Lorem
 Ipsum Lorem
 Ipsum Lorem
 What video products are other companies /
colleagues having success with?
 What are the features and benefits of the video
solutions I’m researching?
 Ipsum Lorem
 Ipsum Lorem
 Ipsum Lorem
 Ipsum Lorem
 How easy is the product to use?
 Which APIs does the solution offer?
How extensible is the solution?
 Ipsum Lorem
 Ipsum Lorem
 Ipsum Lorem
 Ipsum Lorem
Content Types /
Formats
 Product News
 Use Case Videos
 Ipsum Lorem
 Ipsum Lorem
 Ipsum Lorem
 Ipsum Lorem
 Data Sheets / Solution comparisons
 High-level feature pricing
 Ipsum Lorem
 Ipsum Lorem
 Ipsum Lorem
 Ipsum Lorem
 ROI / TCO Calculator / Whitepaper
 Detailed pricing sheets
 Ipsum Lorem
 Ipsum Lorem
 Ipsum Lorem
 Ipsum Lorem
Where will the buyer
find it?
(marketing channel)
 Search Engine Browsers
 Industry Magazines / Newsletters
 Ipsum Lorem
 Ipsum Lorem
 Ipsum Lorem
 Ipsum Lorem
 Search Engine Browsers
 Vendor website
 Ipsum Lorem
 Ipsum Lorem
 Ipsum Lorem
 Ipsum Lorem
 Vendor Website / Datasheets
 Account Manager / Sales Engineer
 Ipsum Lorem
 Ipsum Lorem
 Ipsum Lorem
 Ipsum Lorem
Buyer Mapping – Technical Tommy
26
Personas – What Next
Get
Organized
Interview Research
Put it
Together
Put it to
Use!
27
Hi, I’m Katie Martell
“The marketer who
understands their
buyers best – wins.”
Co-Founder, CMO
Cintell
@KatieMartell
28
INDUSTRY BENCHMARK
“Understanding B2B Buyers 2016 Benchmark Study”
Survey of B2B marketers worldwide, Cintell
Only
8% of B2B organizations
feel that 75% of their
organization could list
personas and key
attributes.
29
29
PDF PURGATORY
79% of companies store personas
in PDF or printed format.
“Understanding B2B Buyers 2016 Benchmark Study”
Survey of B2B marketers worldwide, Cintell
30
What is Cintell?
SaaS persona management platform
INTEGRATED WITH INCLUDING INSIGHTS FROM
and more
Operationalize personas to improve marketing results, drive more sales, and become customer-centric.
31
Our employees are
like hostages
suffering from
Stockholm
Syndrome…
… They take on the worldview of their
employer and forget what it’s like to be a
regular person.
- Adam Richardson, Financial Engines
32
29 PRACTICAL IDEAS FOR
LIBERATING PERSONAS
FROM PDF’S AND
PUTTING THEM TO WORK
(and finding Zen in the process)
33
TOP 3 USE CASES FOR PERSONAS
AMONG HIGH-PERFORMING COMPANIES
Content
marketing
“Understanding B2B Buyers 2016 Benchmark Study”
Survey of B2B marketers worldwide, Cintell
Sales
training
Demand
generation
34
DEMAND GENERATION
 USE #1 Map and tag contacts to persona and
segment your database to improve targeting and
lead gen campaign results.
 USE #2 Measure the performance of marketing
campaigns by persona to understand what’s
working for a given segment – and what needs to
be adjusted.
 USE #3 Leverage personas to understand the
appropriate buying committee within target
accounts for account based marketing. (ABM)
93.8% of companies who exceed lead
and revenue goals report segmenting
their database by persona
Companies who exceed lead and revenue goals were
2.4X as likely to use personas for demand generation
than those who missed lead and revenue goals.
“Understanding B2B Buyers 2016 Benchmark Study” Survey of B2B marketers worldwide, Cintell
 USE #4 Create a ‘company persona’ to guide
ABM, assessing the business drivers for
companies within particular industries, technology
adoption habits, and more.
 USE #5 Inform media buying decisions (such as
content syndication / ads) towards only relevant
channels.
 USE #6 Use progressive profiling to help collect
persona insights on subsequent forms
KEY STATS
35
CONTENT MARKETING
 USE #7 Use words and phrases from persona
research to ensure your content marketing
echoes the voice of your customer.
 USE #8 Audit and tag your marketing content by
persona to understand where it fits into the
buyers journey for your various segments.
EX: Siemens saw 200% higher engagement rates and 50% + CTR from persona-based content
SiriusDecisions
 USE #9 Inspire blog and content authors to craft
compelling content based on specific priorities as
defined by the persona.
 USE #10 Use buying committee insights to craft
your content so that it builds consensus among
the group by speaking to distinct, various
perspectives.
KEY STATS
36
SALES ENABLEMENT/TRAINING
1 ITSMA
2 SiriusDecisions
 USE #11 Make personas available within your
CRM (mapped to contacts) to give your sales
team critical buyer insights for more relevant
conversations.
 USE #12 Help sales executives understand the
various members of the buying committee, what
they each distinctly care about and how to build
consensus to close the deal.
2-3 month shorter
sales cycle
100% increase in sales
qualified leads YoY
SiriusDecisions
 USE #13 Include personas in your sales training
materials to equip them with what they need
from day one to have relevant, empathetic
conversations and decrease their ramp-up time.
 USE #14 Use personas as sales enablement to
unify sales and marketing around one common
target, and bridge the gap between these two
departments.
KEY STATS
37
MARKETING LEADERSHIP
1 ITSMA
2 SiriusDecisions
 USE #15 Unify distributed marketing team
efforts around one common understanding of
your target audience.
Note: Consider a centralized repository
 USE #16 Drive persona insights across the whole
organization to increase YOUR visibility as the
resident expert on the customer.
High-performing organizations are 7.4X as likely to have
updated their personas in the last 6 months than those who
missed lead and revenue goals. Cintell
 USE #17 Help external agencies understand your
specific and unique buying segments so they can
contribute to this cohesive, unified strategy.
Improve vendor onboarding.
 USE #18 Update personas consistently to serve
as a continual guide for market shifts and
changes in buyers environments.
KEY STATS
38
COMMUNICATIONS/PR
1 ITSMA
2 SiriusDecisions
 USE #19 Equip media relations teams with
persona insights to help them understand which
media outlets and targets are relied on by your
key audiences.
 USE #20 Arm social media managers with the
relevant tone of voice, channels, and top-of-mind
topics of interest for your given personas to
satisfy their unique and distinct preferences.
210% increase in website traffic, 97% increase in website
generated leads, 124% increase in website generated sales
MarketingSherpa
 USE #21 Develop website flows that are
designed for a specific persona segment.
 USE #22 Use behavioral tracking to better refine
personas based on visitor behavior and activity.
KEY STATS
DIGITAL MARKETING
39
SERVICE / SUPPORT
1 ITSMA
2 SiriusDecisions
 USE #23 Train client-facing teams in distinct
personas to help them understand more about
their day-to-day lives and distinct responsibilities.
 USE #24 Collect feedback from your customer
service teams to refresh personas, and keep
them up-to-date.
Untapped opportunity: 12.8% of
respondents reported using personas to
train customer service and support teams
to improve their interactions with clients
Cintell / Pragmatic Marketing
 USE #25 Create and share personas with
product marketing and product development to
ensure the product lifecycle begins (and ends)
with the customer in mind (and include their
feedback!)
 USE #26 Leverage personas at the epicenter of
sales, marketing and product development
functions to unify around one common view.
KEY STATS
PRODUCT MARKETING
Persona-driven product
development = 10-20%
higher customer
satisfaction levels
2X faster getting new
products to market
40
CUSTOMER MARKETING
1 ITSMA
2 SiriusDecisions
 USE #27 Create brand advocate personas to
understand how to turn customers into
evangelists.
 USE #28 Enable programmatic marketing by
using persona insights to help determine the right
content for the right channel at the right stage of
the buying process.
Customer-centric organizations are 3X more profitable
Pragmatic Marketing
 USE #29 Use personas to champion customer-
centric marketing from the top down, and from
marketing to the rest of the organization.
KEY STATS
CUSTOMER-CENTRIC CMO
41
So, in summary:
The marketer who
understands their
buyers best, wins.
42
Thank You!
Please reach out to any of us if
you have any questions about
buyer personas.
PAT MCANALLY
Pat.mcanally@siriusdecisions.com
@patmcanally
DAVID PEREIRA
david@getlift.com
@djp55
KATIE MARTELL
kmartell@cintell.net
@KatieMartell

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B2B Buyer Personas Webinar: The Why, The How and The What Next?

  • 1. B2B PERSONAS: THE WHY, THE HOW AND THE WHAT NEXT? Live Tweet at #B2BPersona PAT MCANALLY Research Director @patmcanally SiriusDecisions DAVID PEREIRA President @djp55 GET LIFT Agency KATIE MARTELL CMO, Co-founder @KatieMartell Cintell Feb 24, 2016
  • 2. Personas: The Why Proof points and justification
  • 3. © 2015 SiriusDecisions. All Rights Reserved 3 Advisory SiriusDecisions Research-Informed Consulting Research-informed assessments, workshops and project engagements that support key initiatives. Our consultants are experienced leaders in your field who apply Sirius thinking and tools to help solve the challenges you face. Advisory Designed for executives and teams to help define strategy and support the execution of key initiatives. Provides access to benchmark data, as- needed access to analysts, and best practice research – including operational models and frameworks. Research-Enabled Learning Our learning solutions address practitioners’ skills gaps and extend core concepts across teams to enable consistent execution. LearningConsulting For Product, Marketing and Sales Leaders
  • 4. SiriusPerspective: © 2015 SiriusDecisions. All Rights Reserved 4 Marketing Now Makes the “First Sales Call” Most salespeople believe that the biggest change in their sales cycle is the difficulty they face in getting the buyer’s attention. How has the sales cycle changed in the last three years? • Access to content • Peer network • Access to data Buyers are more informed • Reason to change • Peer examples • Executive support Buyers need more and earlier ROI • Self service • Network introduction • Events changing Buyers are engaging differently
  • 5. © 2015 SiriusDecisions. All Rights Reserved 5 EnhanceMonitorLaunchBuild V AlignDesignDiscovery The SiriusDecisions Product Marketing and Management Model A Best-in-Class Framework for Innovating and Marketing B-to-B Offerings MARKETING PRODUCT SALES Brand and Naming Routes to Market Campaign Planning Reputation/ Advertising Demand Measurement Customer Marketing Relative Targeting Messaging Marketing Plan* Thought Leadership Win/Loss Analysis Retention Strategies Buyer Personas/ Requirements Market Requirements* Content Brief* Content Activation Buying Cycle Solution Handbook* Sales Content and Tools Launch Plan* Portfolio Architecture Pricing Product Roadmap* Sales Support Lifecycle Management Competitive Analysis User Stories/Functional Spec* Demos, Trials Proofs of Concept Customer Feedback Enhancement Prioritization Business Case* (concept) Product Testing Future Roadmap* Field Requirements Sales Advisory Council Financial Targets Sales Communications Sales Adoption Retention Programs Sales Training Pipeline Analytics Certification Incentives STRATEGY EXECUTION GROWTH Prototype Concept Testing Product Requirements* Sales Enablement Plan* Deliverables* Activities Business Case* (final) Market Sizing Segmentation Sales Coverage Strategy Named Accounts Territory Alignment Satisfaction Measurement Version 3.0 Field Feedback Competitive Positioning Channel Partner Strategy Offering Dashboard* Launch Dashboard* Demand Creation User Personas/ Requirements Demand Type Release Readiness High-Priority Updates Upsell Cross-sell References and Advocacy Influencer Relations
  • 6. © 2015 SiriusDecisions. All Rights Reserved 6 What are the biggest challenges when shifting from product- centric to audience-centric marketing? 0% 5% 10% 15% 20% 25% 30% 35% Revising planning process Convincing product business units to do so Understanding the buyers (personas, needs, buying Developing content that is audience-and needs- oriented No difference between NA and EMEA and global priorities SiriusDecisions 2015 CMO Study
  • 7. © 2015 SiriusDecisions. All Rights Reserved 7 Justifying the Investment in Personas • Engages buyer earlier and more effectively • Focuses messaging; increases precision of targeting • Instills shared understanding between marketing, sales and product • Improves sales productivity • Transforms marketers into subject matter experts on their buyers Best practice demand creation strategy that includes more personalized and customized messaging built on personas yields two times the average sales pipeline. - SiriusDecisions research study
  • 8. © 2015 SiriusDecisions. All Rights Reserved 8 Client Proof Points by Scenario • $1B+ Global Workforce Management Software • 28% higher campaign response rate • Higher-quality leads per sales means quicker uptake New Product Launch • $1B+ Software Business Unit • Shortened sales cycle by 2-3 months • Sales teams’ increased satisfaction with content Sales Content Change • European Information Service Provider • 100% higher content downloads from Web site • 10-25% increase in marketing-influenced revenue Nurture Streams
  • 9. © 2015 SiriusDecisions. All Rights Reserved 9 SiriusDecisions B-to-B Content Study • On average, 60-70% of b-to-b content goes unused, representing hundreds of thousands if not millions of dollars wasted
  • 10. SiriusPerspective: © 2015 SiriusDecisions. All Rights Reserved 10 <$100M< <$1B< $0.9M $10.8M $17.5M B-to-B Content Spend Enterprise-size organizations spend roughly twice what they think they do on content – emerging growth organizations spend more than 10 times! SiriusDecisions 2015 Cost of Content survey
  • 11. SiriusPerspective: © 2015 SiriusDecisions. All Rights Reserved 11 <$100M< <$1B< $0.2M $2.1M $3.3M The Financial Drain of Irrelevant Content Lack of foundational research into targeting the right audience and understanding buyer needs and behavior causes a huge waste of resources. SiriusDecisions 2015 Cost of Content survey
  • 12. SiriusPerspective: © 2015 SiriusDecisions. All Rights Reserved 12 Map the Buyers’ Journey Identifying the information audiences need at buying cycle inflection points helps align sales for more effective interactions. BUYING PROCESS: DECISION STAGES Vendor Selection Solution Education Engagement Propose Qualify Close Retain SALES PROCESS: WORKFLOW STAGES Buyer Persona Knowledge Requirements Business Value Solution Fit Examples Issue Mapping Demonstration Stories Business Issues Persona Topics Customer Needs Triggers Competitive Comparison Testimonials SME Insights Value Actualization Differentiation References Onboarding Community Value Review Seller Persona Grow
  • 13. SiriusPerspective: © 2015 SiriusDecisions. All Rights Reserved 13 Deploying Personas Impact Cross-Functional Areas Identify all the pathways of information flow – persona insights are requirements for sales enablement and product management as well as marketing. Sales Enablement Product Management Portfolio Marketing Marketing Operations Customer Marketing Regional Marketing Corporate Comms Demand Creation Content Operations
  • 14. © 2015 SiriusDecisions. All Rights Reserved 14 Target Identify  Isolate  Prioritize Develop Interview  Build  Validate Deploy Train  Refine  Accelerate Buyer Personas: A Lifecycle Approach
  • 15. © 2015 SiriusDecisions. All Rights Reserved 15 Target Identify  Isolate  Prioritize Develop Interview  Build  Validate Deploy Train  Refine  Accelerate Buyer Personas: A Lifecycle Approach Target Identify  Isolate  Prioritize Develop Interview  Build  Validate Deploy Train  Refine  Accelerate
  • 16. 16 Personas – The How Get Organized Interview Research Put it Together Put it to Use!
  • 17. 17 MARKETING CONSULTANCY  Solve B2B Marketing challenges around lead and revenue growth (focus on Tech / Finance / SMB)  Subscribe to and practice SiriusDecisions methodologies  Conducted thousands of persona interviews  Our creative director recently wrote a blog post entitled “Why Personas are like my Crack Cocaine” INTERACTIVE AGENCY MARKETING TECHNOLOGY CLIENTS GET LIFT Agency WE ARE A FULL SERVICE AGENCY THAT EMPOWERS MODERN MARKETERS
  • 18. 18 18 Getting Organized Category Item PRODUCT TRAINING  Make sure you know enough details about the product/solution so that you can understand how it satisfies the needs of your customers SETTING UP PERSONA INTERVIEWS  Set up Interviews with Sales (3-4 people), Marketing (2-3 people), Product Marketing (1-2 people)  Identify list of 25-30 customers (ideally became a customer in the last 12 months) – expect 10-12 to agree  Identify list of 10-15 recent ‘closed lost’ prospects (were in the funnel but did not buy) – expect 3-4 to agree EXISTING PERSONAS AND MESSAGING  Any existing persona research that’s been conducted  Any product messaging decks for the solution EXISTING KEYWORDS  SEO Research / Keyword Analysis RFP’S  10 recent RFPs DEAL ANALYSIS  Last 10 deals  Access to sales people who sold these deals and can speak to the sales cycle and the process  Win/Loss analysis reports SECONDARY RESEARCH  Any 3rd party reports / studies that would be helpful on the audience  Any upcoming conferences / tradeshows / online events that cater to your personas
  • 19. 19 19 Interview Details Topic Details WHO CONDUCTS THE INTERVIEWS  Typically 1 lead interviewer and 1 backup for consistency NUMBER OF INTERVIEWS  Internal: Sales (3-4 people), Marketing (2-3 people), Product Marketing (1-2 people)  Customers: Identify list of 30-50 customers that purchased in last 12 months -> aim for 10-12 interviews per primary persona  Closed Lost: Identify list of 10-15 recent ‘closed lost’ prospects -> targeting 3-4 interviews CONDUCTING INTERNAL INTERVIEWS  Interviews typically last 45 minutes SETTING UP EXTERNAL INTERVIEWS  Provide sales people with email templates (different versions for prospects, customers, lost prospects)  Incentive of $50 Amazon giftcard for 25 minutes of their time CONDUCTING EXTERNAL INTERVIEWS  Typically 25-45 minutes (customers LOVE to talk)  Use GoToMeeting and record interviews (with permission of interviewee)  Transcribe interviews – helps with soundbites ONLINE SURVEYS  Used to validate discrepancies  Aim for at least n=50 FOCUS GROUPS  May be appropriate based on audience
  • 20. 20 External  Trade Association Websites (role / vertical)  Industry Analysts  LinkedIn Groups / Forums  Websites identified from interviews  Job Boards  3rd party research (First Research, Aberdeen, Forrester, Gartner) Internal  RFPs  Closed Wins/Lost data  Internal Studies  Older versions of personas Research GET LIFT AGENCY :: ALL INFORMATION IS PROPRIETARY AND CONFIDENTIAL
  • 21. 21 Buyer Persona Profiles  Profile of job role  Involvement in buying cycle  Watering holes Buying Cycle Mapping  Stages  Milestones within each stage  Inflection points within each stage Buying Process  Decision Criteria  Roles in the buying cycle  Key Drivers / Motivators  Risks/Obstacles/Barriers to decisions Insights From Your Personal Efforts Competitive  Why does you win deals?  Why does you lose deals? Content  Topics for different stages of the buying cycle  Sales Enablement content ideas Testimonials and Case Studies  Agreement from interviewees to provide a testimonial or case study What Can You Do Better  Feedback from interviewees on how you could improve solution or service
  • 22. 22 Involvement in Buying Process – Very High Watering Holes List of Needs • Transcoding • Analytics / Metrics • Ipsum Lorem • Ipsum Lorem • Ipsum Lorem • Ipsum Lorem • Ipsum Lorem Triggers – What prompted the buying cycle? • Current vendor did not have a good video management UI • Ipsum Lorem • Ipsum Lorem • Ipsum Lorem • Ipsum Lorem • Ipsum Lorem Role in Buying Process • Overseeing creation of RFP – technical requirements, obtaining business requirements from various marketing teams • Ipsum Lorem • Ipsum Lorem Risks and Barriers considered (real or perceived) • Switching costs – overall pain of switching + interruption for existing users • Ipsum Lorem Late Stage Primary • Google search • Peer/colleague networking/info sharing inside and outside company • Other Analyst Reports (Gartner) Product manuals (download) Technical Tommy Early Stage Primary • Google search Secondary • Tradeshows - Streaming Media; NAB; IABC • Magazines - Stack Overflow Journal; Ipsum Lorem • Websites - NAB; Insight; Ipsum Lorem • News sites / aggregators; • Industry press releases • Podcast - “This Week in Tech” Content Voice, Style & Tone • Concise; easy to scan specs • Feature/benefit statements Content Formats • Data / Comparison Sheets • Ipsum Lorem • Ipsum Lorem • Ipsum Lorem Tommy Chang Age: 39 Salary: $115,000 Education: Computer Science, IT, IS Common Job Titles Business Information Manager Ipsum Lorem Ipsum Lorem Ipsum Lorem What Tommy loves about his job • Innovation / Pioneer • Ipsum Lorem • Ipsum Lorem What Tommy finds challenging • Marketing Department is often not technically proficient and some of them don’t really understand the benefits of the technology • Ipsum Lorem • Ipsum Lorem • Ipsum Lorem Keywords / Themes • Fast, easy transcoding • Embed & share videos across different devices and formats • Ipsum Lorem • Ipsum Lorem • Ipsum Lorem • Ipsum Lorem Interesting Content Topics • Eliminate manual video transcoding (get videos up faster; free up your team for more important projects) • Embed and play videos across multiple devices and formats (mobile apps, websites, browsers) • Great value for the price • APIs allow you to innovate, add features easily, customize your video solution Verbatims and Quotes About Tommy Chang: Tommy has been in a variety of IS/IT roles for 13 years. He’s been with the company for a long time and enjoys the security of working in a large company. His team has to ensure that whatever platform is selected can be support from an IT perspective and makes sense for their marketing technology stack. Sample Persona: IT Lead “Choosing Client was an easy decision to add functionality.” “We wanted to make video transcoding easier for us. Before Client, our developers had to create multiple renditions of players and embed the videos. Now, our creative agencies actually can upload the videos and then they can create or grab the snippet of codes from Client and embed that in our websites.” “My challenge is to get adoption across the company. Some old school marketers are resistant to the path we’re on.” “How could we further the value of the platform by integrating to other elements of marketing stack (MAP, Paid media)?”
  • 23. 23 Involvement in Buying Process – Very High Watering Holes List of Needs • Bring in more leads; score them better; increase lead conversion • Increase ROI of marketing programs and lower my lead acquisition costs • Ipsum Lorem • Ipsum Lorem • Ipsum Lorem • Ipsum Lorem Triggers – What prompted the buying cycle? • Current OVP provides superficial analytics • Ipsum Lorem • Ipsum Lorem • Ipsum Lorem • Ipsum Lorem • Ipsum Lorem Role in Buying Process • Overseeing creation of business requirements in conjunction with IT • Ipsum Lorem • Ipsum Lorem • Ipsum Lorem • Ipsum Lorem Risks and Barriers considered (real or perceived) • Switching costs – overall pain of switching + interruption for existing users • Ipsum Lorem • Ipsum Lorem Demand-Gen Dee Content Verbatims and Quotes About Dee Smith: Dee has been in marketing roles for 15 years. She has worked at 2 smaller and 1 other large company. She has worked with video a lot and knows types of video content that work best for various marketing needs. Video has become a bigger part of her company’s content marketing and she needs to find a solution that can accommodate their growth and make her life much easier. Sample Persona Profile: Marketing Lead “We track a lot in terms of ROI. We needed an OVP with an analytics package built-in. If you don’t do video, your completely behind the game. We track & compare videos on our website vs. YouTube for views. For one-minute podcast clips, we’re getting twice the views on our website than we’re getting on YouTube.” Dee Smith Age: 35 - 45 Salary: $90,000 - $130,000 Education: BA/BS, Business, Marketing , Communications Possible MBA Common Job Titles Sr. Marcom Manager Sr. Manager - Demand Generation Content Marketing Strategist What Dee loves about her job • Strategizing compelling ways to promote her company’s brand and products / services • Ipsum Lorem • Ipsum Lorem • Ipsum Lorem What Dee finds challenging • Pressure from sales to better qualify & deliver more leads • Proving ROI of video • Ipsum Lorem Late Stage Primary • Google search • Peer/colleague networking/info sharing inside and outside company Early Stage Primary • Google search Secondary • Tradeshows – Anything Marketo; Ipsum Lorem, WebTrends, • Blogs about Content Strategy, Demand Gen. • Websites – Ipsum Lorem • Webinars • Email Marketing • News Sites – Adweek Voice, Style & Tone • Friendly, educational • Feature/benefit statements Content Formats • Case Studies • How to’s • Ipsum Lorem • Ipsum Lorem • Ipsum Lorem • Ipsum Lorem Keywords / Themes • Easy video upload • Single, unified storage location • Ipsum Lorem • Ipsum Lorem • Ipsum Lorem • Ipsum Lorem • Ipsum Lorem • Ipsum Lorem Interesting Content Topics • How to improve your video content • Case studies of brands who use video well • Ipsum Lorem • Ipsum Lorem • Ipsum Lorem • Ipsum Lorem “Big reasons we chose Client : analytics and user-engagement scoring built-in (how many are viewing and where they drop off matters a lot), easy to skin players, social media integration and the ability to use shoppable video down the road.” “Storage and management mattered a lot to us. We needed a single location to store all external video content so that files are no longer all over the place.” “We use Client because of how easy it is to embed videos on our site and how easy it is to deliver them to other sites.”
  • 24. 24 Primary and Secondary Personas Internal Champion  Mainly Technical  Range from Analyst to Director level Influencer  Mid-level Marketers  Variety of IT roles Decision Maker  Executive Level included (Director to SVP)  Joint between IT and Marketing Users  Marketing Managers Ratifier  Marketing Executives  Purchasing Budget  Mainly held within Marketing $
  • 25. 25 25 2016-02-27 :: GET LIFT AGENCY :: ALL INFORMATION IS PROPRIETARY AND CONFIDENTIAL Persona’s Needs/ Activity Awareness / Discovery Consideration / Solutions Vendor Selection / Purchase What content information is Technical Tommy looking for?  How can we eliminate manual transcoding of our videos and get them posted faster?  Are there video solutions will make it easier and faster to embed videos across multiple platforms and browsers?  Ipsum Lorem  Ipsum Lorem  Ipsum Lorem  Ipsum Lorem  What video products are other companies / colleagues having success with?  What are the features and benefits of the video solutions I’m researching?  Ipsum Lorem  Ipsum Lorem  Ipsum Lorem  Ipsum Lorem  How easy is the product to use?  Which APIs does the solution offer? How extensible is the solution?  Ipsum Lorem  Ipsum Lorem  Ipsum Lorem  Ipsum Lorem Content Types / Formats  Product News  Use Case Videos  Ipsum Lorem  Ipsum Lorem  Ipsum Lorem  Ipsum Lorem  Data Sheets / Solution comparisons  High-level feature pricing  Ipsum Lorem  Ipsum Lorem  Ipsum Lorem  Ipsum Lorem  ROI / TCO Calculator / Whitepaper  Detailed pricing sheets  Ipsum Lorem  Ipsum Lorem  Ipsum Lorem  Ipsum Lorem Where will the buyer find it? (marketing channel)  Search Engine Browsers  Industry Magazines / Newsletters  Ipsum Lorem  Ipsum Lorem  Ipsum Lorem  Ipsum Lorem  Search Engine Browsers  Vendor website  Ipsum Lorem  Ipsum Lorem  Ipsum Lorem  Ipsum Lorem  Vendor Website / Datasheets  Account Manager / Sales Engineer  Ipsum Lorem  Ipsum Lorem  Ipsum Lorem  Ipsum Lorem Buyer Mapping – Technical Tommy
  • 26. 26 Personas – What Next Get Organized Interview Research Put it Together Put it to Use!
  • 27. 27 Hi, I’m Katie Martell “The marketer who understands their buyers best – wins.” Co-Founder, CMO Cintell @KatieMartell
  • 28. 28 INDUSTRY BENCHMARK “Understanding B2B Buyers 2016 Benchmark Study” Survey of B2B marketers worldwide, Cintell Only 8% of B2B organizations feel that 75% of their organization could list personas and key attributes.
  • 29. 29 29 PDF PURGATORY 79% of companies store personas in PDF or printed format. “Understanding B2B Buyers 2016 Benchmark Study” Survey of B2B marketers worldwide, Cintell
  • 30. 30 What is Cintell? SaaS persona management platform INTEGRATED WITH INCLUDING INSIGHTS FROM and more Operationalize personas to improve marketing results, drive more sales, and become customer-centric.
  • 31. 31 Our employees are like hostages suffering from Stockholm Syndrome… … They take on the worldview of their employer and forget what it’s like to be a regular person. - Adam Richardson, Financial Engines
  • 32. 32 29 PRACTICAL IDEAS FOR LIBERATING PERSONAS FROM PDF’S AND PUTTING THEM TO WORK (and finding Zen in the process)
  • 33. 33 TOP 3 USE CASES FOR PERSONAS AMONG HIGH-PERFORMING COMPANIES Content marketing “Understanding B2B Buyers 2016 Benchmark Study” Survey of B2B marketers worldwide, Cintell Sales training Demand generation
  • 34. 34 DEMAND GENERATION  USE #1 Map and tag contacts to persona and segment your database to improve targeting and lead gen campaign results.  USE #2 Measure the performance of marketing campaigns by persona to understand what’s working for a given segment – and what needs to be adjusted.  USE #3 Leverage personas to understand the appropriate buying committee within target accounts for account based marketing. (ABM) 93.8% of companies who exceed lead and revenue goals report segmenting their database by persona Companies who exceed lead and revenue goals were 2.4X as likely to use personas for demand generation than those who missed lead and revenue goals. “Understanding B2B Buyers 2016 Benchmark Study” Survey of B2B marketers worldwide, Cintell  USE #4 Create a ‘company persona’ to guide ABM, assessing the business drivers for companies within particular industries, technology adoption habits, and more.  USE #5 Inform media buying decisions (such as content syndication / ads) towards only relevant channels.  USE #6 Use progressive profiling to help collect persona insights on subsequent forms KEY STATS
  • 35. 35 CONTENT MARKETING  USE #7 Use words and phrases from persona research to ensure your content marketing echoes the voice of your customer.  USE #8 Audit and tag your marketing content by persona to understand where it fits into the buyers journey for your various segments. EX: Siemens saw 200% higher engagement rates and 50% + CTR from persona-based content SiriusDecisions  USE #9 Inspire blog and content authors to craft compelling content based on specific priorities as defined by the persona.  USE #10 Use buying committee insights to craft your content so that it builds consensus among the group by speaking to distinct, various perspectives. KEY STATS
  • 36. 36 SALES ENABLEMENT/TRAINING 1 ITSMA 2 SiriusDecisions  USE #11 Make personas available within your CRM (mapped to contacts) to give your sales team critical buyer insights for more relevant conversations.  USE #12 Help sales executives understand the various members of the buying committee, what they each distinctly care about and how to build consensus to close the deal. 2-3 month shorter sales cycle 100% increase in sales qualified leads YoY SiriusDecisions  USE #13 Include personas in your sales training materials to equip them with what they need from day one to have relevant, empathetic conversations and decrease their ramp-up time.  USE #14 Use personas as sales enablement to unify sales and marketing around one common target, and bridge the gap between these two departments. KEY STATS
  • 37. 37 MARKETING LEADERSHIP 1 ITSMA 2 SiriusDecisions  USE #15 Unify distributed marketing team efforts around one common understanding of your target audience. Note: Consider a centralized repository  USE #16 Drive persona insights across the whole organization to increase YOUR visibility as the resident expert on the customer. High-performing organizations are 7.4X as likely to have updated their personas in the last 6 months than those who missed lead and revenue goals. Cintell  USE #17 Help external agencies understand your specific and unique buying segments so they can contribute to this cohesive, unified strategy. Improve vendor onboarding.  USE #18 Update personas consistently to serve as a continual guide for market shifts and changes in buyers environments. KEY STATS
  • 38. 38 COMMUNICATIONS/PR 1 ITSMA 2 SiriusDecisions  USE #19 Equip media relations teams with persona insights to help them understand which media outlets and targets are relied on by your key audiences.  USE #20 Arm social media managers with the relevant tone of voice, channels, and top-of-mind topics of interest for your given personas to satisfy their unique and distinct preferences. 210% increase in website traffic, 97% increase in website generated leads, 124% increase in website generated sales MarketingSherpa  USE #21 Develop website flows that are designed for a specific persona segment.  USE #22 Use behavioral tracking to better refine personas based on visitor behavior and activity. KEY STATS DIGITAL MARKETING
  • 39. 39 SERVICE / SUPPORT 1 ITSMA 2 SiriusDecisions  USE #23 Train client-facing teams in distinct personas to help them understand more about their day-to-day lives and distinct responsibilities.  USE #24 Collect feedback from your customer service teams to refresh personas, and keep them up-to-date. Untapped opportunity: 12.8% of respondents reported using personas to train customer service and support teams to improve their interactions with clients Cintell / Pragmatic Marketing  USE #25 Create and share personas with product marketing and product development to ensure the product lifecycle begins (and ends) with the customer in mind (and include their feedback!)  USE #26 Leverage personas at the epicenter of sales, marketing and product development functions to unify around one common view. KEY STATS PRODUCT MARKETING Persona-driven product development = 10-20% higher customer satisfaction levels 2X faster getting new products to market
  • 40. 40 CUSTOMER MARKETING 1 ITSMA 2 SiriusDecisions  USE #27 Create brand advocate personas to understand how to turn customers into evangelists.  USE #28 Enable programmatic marketing by using persona insights to help determine the right content for the right channel at the right stage of the buying process. Customer-centric organizations are 3X more profitable Pragmatic Marketing  USE #29 Use personas to champion customer- centric marketing from the top down, and from marketing to the rest of the organization. KEY STATS CUSTOMER-CENTRIC CMO
  • 41. 41 So, in summary: The marketer who understands their buyers best, wins.
  • 42. 42 Thank You! Please reach out to any of us if you have any questions about buyer personas. PAT MCANALLY Pat.mcanally@siriusdecisions.com @patmcanally DAVID PEREIRA david@getlift.com @djp55 KATIE MARTELL kmartell@cintell.net @KatieMartell