The document provides 5 tips for converting marketing qualified leads (MQLs) to revenue based on a case study from DataSift, a company that handles social data for enterprises. The tips include: getting data clean and keeping it clean; using milestones to track lead progress; shifting focus to target accounts; enabling the sales team with tools like a Lead to Account view; and measuring metrics to understand conversion rate improvements over time. Implementing these tips helped DataSift increase its suspect to MQL conversion rate and MQL to opportunity conversion rate.
Klipfolio The 8 must have metrics for your marketing dashboardKlipfolio
www.klipfolio.com
This webinar covers the 8 marketing metrics every marketer needs to start tracking today. There is no shortage of data and technology available to marketers, but reporting has lagged behind. Fortunately, marketers have the ability to track metrics in a way that is automated, real-time, and that covers all the services they need.
Check out this slide deck, as well as the video recording: https://youtu.be/NJWXT2u5jxM
Overcoming the Top 3 SMB Challenges with Marketing AutomationMediacurrent
Mediacurrent was awarded Best Overall SMB by Salesforce. Marketing Director Adam Waid headed to California to speak at Dreamforce 2014 about Mediacurrent's keys to success using Pardot.
Understanding and reporting marketing revenue performance often require cumbersome and manual processes, such as pulling data from siloed systems, patching together reports, and relying on analysts. Whether it’s preparing for a QBR or defending budget, marketers need immediate ROI insights into each channel and program—when it matters the most. Join us to see why Marketo Performance Insights (MPI) is changing the way Marketing does revenue and campaign attribution throughout the industry.
In this webinar, you’ll learn first-hand how to:
- Explore critical performance metrics right at your fingertips
- Leverage data to optimize channel mix and marketing spend
- Easily showcase your team's success to the C-Suite
Klipfolio The 8 must have metrics for your marketing dashboardKlipfolio
www.klipfolio.com
This webinar covers the 8 marketing metrics every marketer needs to start tracking today. There is no shortage of data and technology available to marketers, but reporting has lagged behind. Fortunately, marketers have the ability to track metrics in a way that is automated, real-time, and that covers all the services they need.
Check out this slide deck, as well as the video recording: https://youtu.be/NJWXT2u5jxM
Overcoming the Top 3 SMB Challenges with Marketing AutomationMediacurrent
Mediacurrent was awarded Best Overall SMB by Salesforce. Marketing Director Adam Waid headed to California to speak at Dreamforce 2014 about Mediacurrent's keys to success using Pardot.
Understanding and reporting marketing revenue performance often require cumbersome and manual processes, such as pulling data from siloed systems, patching together reports, and relying on analysts. Whether it’s preparing for a QBR or defending budget, marketers need immediate ROI insights into each channel and program—when it matters the most. Join us to see why Marketo Performance Insights (MPI) is changing the way Marketing does revenue and campaign attribution throughout the industry.
In this webinar, you’ll learn first-hand how to:
- Explore critical performance metrics right at your fingertips
- Leverage data to optimize channel mix and marketing spend
- Easily showcase your team's success to the C-Suite
Uzi Shmilovici's opening keynote from Forecast 2016. This presentation includes:
-Introduction of Science of Sales
-Explore the new role of the sales scientist
-A sneak peek at Base's new product Apollo
Digital Marketing Dashboard: Which Metrics are Lame & Which are AwesomeR2integrated
In a presentation for the AMA Symposium for the Marketing of Higher Education, r2i VP of Digital Marketing Eric Jones presented with AVP Marketing & Communications Sharon Higgins from Loyola University of Maryland to talk about lessons learned in creating an omnichannel dashboard and the value of combining offline and online marketing metrics. When faced with big data, marketers have to know how to create the small data sets that will provide meaningful information about marketing campaigns. From evaluating landing page performance to creating campaigns to drive more qualified lead conversions, Loyola captured all activity in multiple marketing dashboards with a focus on what was working and what was not. An optimized dashboard leads to optimized marketing.
Marketing Analytics 101: How to Prove and Improve Marketing Impact with DataMarketo
Marketing analytics is at the top of every marketing team’s priority list. But for many, it can feel overwhelming. Watch Jordan Con, Product Marketing Manager at Marketo, for our webinar, Marketing Analytics 101: How to Prove and Improve Marketing Impact with Data, where he’ll set the foundation for a solid marketing data and analytics strategy, no matter where you are in your journey.
MassTLC seminar: Connecting Marketing to Revenue through Sales Analytics, En...MassTLC
Do you know how much revenue your marketing programs will drive? Can you trace leads through closed deals? How can you better enable your sales people and help them grow business faster? How do you institute a culture of sales and marketers working together?
This panel presented how they tackle the issues to provide visibility into performance across the full sales and marketing funnel.
2nd Annual State of Revenue Operations ReportSales Hacker
What You'll Learn
- The current state of RevOps (survey results from 2,462 B2B practitioners!)
- The biggest challenges & barriers that hinder companies transitioning to revenue ops for the first time
- The steps companies are taking today to fix the customer journey & deliver a unified customer experience across their go-to-market teams (sales, marketing, customer success, and operations)
- Real-world examples & stories “from the field”, from world-class RevOps executives and practitioners
https://www.saleshacker.com/lp/2nd-annual-revenue-operations-report/
Secure a Recipe for Success Episode 1: Data + Compliance = FinServ WinsDemandbase
In this webinar, you will:
- Understand the rising complexities across the landscape
- Learn how to meet expectations of customers to deliver more value
- Find out what ingredients are needed to bake the perfect result
Penetrating Industries with an Integrated Sales and Marketing Strategy Marketo
Financial Services. Healthcare. Higher Education. Technology. Why is it important to market to industries? Because it’s effective, focused and strategic. By developing and executing on a vertical marketing strategy - from advertising on niche publisher networks to sponsoring industry tradeshows- you can drastically improve your response rates and drive revenue. View our webinar to learn how Marketo utilizes a cross-channel approach to generate interest throughout various stages of the funnel from the right buyers in the right industries.
8 surprising reasons why your business has outgrown spread sheetsSage
Did you know there are 8 reasons why your business has outgrown spread sheets?
1. You can improve the quality of sales forecasts
2. You can act on more accurate sales information
3. You can plan ahead more effectively
4. You can stay grounded in reality
5. You can protect your business
6. You can use better metrics to track progress
7. You can take the surprise out of a setback
8. You can guard your time
Intelligent Tooling for (Digital) SalesBarry Magee
Sales Institute - Nov 2017
I'm an experienced senior business leader focused on how data-driven transformation creates organisational value with deep experience in sales, marketing, strategy, operations, and change management. I’m a recognized industry-leading specialist and academic on effective and systemic innovation using data and analytics to build competitive advantage and tangible results.
https://www.linkedin.com/in/barrymagee/
Culture Hacking with Data - front line experiences in Data Driven TransformationBarry Magee
UCC PGDip in Innovation Studies - Feb 2021 - Barry Magee
I'm an experienced senior business leader focused on how data-driven transformation creates organisational value with deep experience in sales, marketing, strategy, operations, and change management. I’m a recognized industry-leading specialist and academic on effective and systemic innovation using data and analytics to build competitive advantage and tangible results.
https://www.linkedin.com/in/barrymagee/
Account-Based Marketing: Scaling B2B’s New Strategy with Marketo & LatticeMarketo
In this presentation deck, you'll learn how your organization can:
- Accelerate sales with deep insights using account-based marketing
- Launch a strategy targeting high-value accounts to scale
- Leverage data to personalize web content for anonymous visitors
- Gather best practices from a customer case study on how to increase conversions and accelerate deals with the Lattice Predictive Marketing Platform and Marketo
The rapid rise of ABM has transformed the B2B marketing landscape, and yet most companies are still early in their ABM journey. How should companies best expand their programs? What can we learn from ABM leaders? Looking ahead to 2020, how should we invest to optimize ABM impact.
Beginning in 2017, ITSMA and the ABM Leadership Alliance have provided essential data and insight on ABM strategies, practices, and results with annual benchmark studies of early stage and more mature programs.
4 Cardinal Keys to Mastering ABM MeasurementAggregage
Join Steve Robinson as he breaks down the 4 key metrics he has found work best for determining success behind ABM programs as well as the diagnostic indicators you can use to optimize your programs in near real-time.
Demand Gen Report - Stuck in the Middle - Strategies for Turbocharging Your F...Full Circle Insights
www.fullcircleinsights.com
Part of the Demand Get Report Lead Lifecycle Series.
In the middle of the funnel, the stakes are high and the potential opportunity is great. There are plenty of places to clear bottlenecks, improve marketing-to-sales alignment, and drive growth. Learn about common problems in the middle of the funnel, how to diagnose them, and ways to solve them. See how Vidyard built its revenue operations organization and diagnosed MOFU problems.
With guest Joe Gelata, Head of Global Revenue Operations at Vidyard.
Uzi Shmilovici's opening keynote from Forecast 2016. This presentation includes:
-Introduction of Science of Sales
-Explore the new role of the sales scientist
-A sneak peek at Base's new product Apollo
Digital Marketing Dashboard: Which Metrics are Lame & Which are AwesomeR2integrated
In a presentation for the AMA Symposium for the Marketing of Higher Education, r2i VP of Digital Marketing Eric Jones presented with AVP Marketing & Communications Sharon Higgins from Loyola University of Maryland to talk about lessons learned in creating an omnichannel dashboard and the value of combining offline and online marketing metrics. When faced with big data, marketers have to know how to create the small data sets that will provide meaningful information about marketing campaigns. From evaluating landing page performance to creating campaigns to drive more qualified lead conversions, Loyola captured all activity in multiple marketing dashboards with a focus on what was working and what was not. An optimized dashboard leads to optimized marketing.
Marketing Analytics 101: How to Prove and Improve Marketing Impact with DataMarketo
Marketing analytics is at the top of every marketing team’s priority list. But for many, it can feel overwhelming. Watch Jordan Con, Product Marketing Manager at Marketo, for our webinar, Marketing Analytics 101: How to Prove and Improve Marketing Impact with Data, where he’ll set the foundation for a solid marketing data and analytics strategy, no matter where you are in your journey.
MassTLC seminar: Connecting Marketing to Revenue through Sales Analytics, En...MassTLC
Do you know how much revenue your marketing programs will drive? Can you trace leads through closed deals? How can you better enable your sales people and help them grow business faster? How do you institute a culture of sales and marketers working together?
This panel presented how they tackle the issues to provide visibility into performance across the full sales and marketing funnel.
2nd Annual State of Revenue Operations ReportSales Hacker
What You'll Learn
- The current state of RevOps (survey results from 2,462 B2B practitioners!)
- The biggest challenges & barriers that hinder companies transitioning to revenue ops for the first time
- The steps companies are taking today to fix the customer journey & deliver a unified customer experience across their go-to-market teams (sales, marketing, customer success, and operations)
- Real-world examples & stories “from the field”, from world-class RevOps executives and practitioners
https://www.saleshacker.com/lp/2nd-annual-revenue-operations-report/
Secure a Recipe for Success Episode 1: Data + Compliance = FinServ WinsDemandbase
In this webinar, you will:
- Understand the rising complexities across the landscape
- Learn how to meet expectations of customers to deliver more value
- Find out what ingredients are needed to bake the perfect result
Penetrating Industries with an Integrated Sales and Marketing Strategy Marketo
Financial Services. Healthcare. Higher Education. Technology. Why is it important to market to industries? Because it’s effective, focused and strategic. By developing and executing on a vertical marketing strategy - from advertising on niche publisher networks to sponsoring industry tradeshows- you can drastically improve your response rates and drive revenue. View our webinar to learn how Marketo utilizes a cross-channel approach to generate interest throughout various stages of the funnel from the right buyers in the right industries.
8 surprising reasons why your business has outgrown spread sheetsSage
Did you know there are 8 reasons why your business has outgrown spread sheets?
1. You can improve the quality of sales forecasts
2. You can act on more accurate sales information
3. You can plan ahead more effectively
4. You can stay grounded in reality
5. You can protect your business
6. You can use better metrics to track progress
7. You can take the surprise out of a setback
8. You can guard your time
Intelligent Tooling for (Digital) SalesBarry Magee
Sales Institute - Nov 2017
I'm an experienced senior business leader focused on how data-driven transformation creates organisational value with deep experience in sales, marketing, strategy, operations, and change management. I’m a recognized industry-leading specialist and academic on effective and systemic innovation using data and analytics to build competitive advantage and tangible results.
https://www.linkedin.com/in/barrymagee/
Culture Hacking with Data - front line experiences in Data Driven TransformationBarry Magee
UCC PGDip in Innovation Studies - Feb 2021 - Barry Magee
I'm an experienced senior business leader focused on how data-driven transformation creates organisational value with deep experience in sales, marketing, strategy, operations, and change management. I’m a recognized industry-leading specialist and academic on effective and systemic innovation using data and analytics to build competitive advantage and tangible results.
https://www.linkedin.com/in/barrymagee/
Account-Based Marketing: Scaling B2B’s New Strategy with Marketo & LatticeMarketo
In this presentation deck, you'll learn how your organization can:
- Accelerate sales with deep insights using account-based marketing
- Launch a strategy targeting high-value accounts to scale
- Leverage data to personalize web content for anonymous visitors
- Gather best practices from a customer case study on how to increase conversions and accelerate deals with the Lattice Predictive Marketing Platform and Marketo
The rapid rise of ABM has transformed the B2B marketing landscape, and yet most companies are still early in their ABM journey. How should companies best expand their programs? What can we learn from ABM leaders? Looking ahead to 2020, how should we invest to optimize ABM impact.
Beginning in 2017, ITSMA and the ABM Leadership Alliance have provided essential data and insight on ABM strategies, practices, and results with annual benchmark studies of early stage and more mature programs.
4 Cardinal Keys to Mastering ABM MeasurementAggregage
Join Steve Robinson as he breaks down the 4 key metrics he has found work best for determining success behind ABM programs as well as the diagnostic indicators you can use to optimize your programs in near real-time.
Demand Gen Report - Stuck in the Middle - Strategies for Turbocharging Your F...Full Circle Insights
www.fullcircleinsights.com
Part of the Demand Get Report Lead Lifecycle Series.
In the middle of the funnel, the stakes are high and the potential opportunity is great. There are plenty of places to clear bottlenecks, improve marketing-to-sales alignment, and drive growth. Learn about common problems in the middle of the funnel, how to diagnose them, and ways to solve them. See how Vidyard built its revenue operations organization and diagnosed MOFU problems.
With guest Joe Gelata, Head of Global Revenue Operations at Vidyard.
The Must Have Blueprint for Sales ActivationEngagio
If there was one golden rule for any revenue team to follow it would be this: silos don’t work. They lead to inefficiencies, broken systems and problems at every level. It’s time to break down the barriers and align as one revenue team to focus on the right accounts. In this session, Sandra Freeman, Head of Strategic Marketing at Engagio, will discuss strategies and tactics to:
- Get buy-in from the entire revenue team;
- Work with sales to drive action today;
- Use technology to streamline manual activities; and
- Real-world examples and results.
www.klipfolio.com/marketing
www.stratigent.com
Watch the video: https://youtu.be/O1Z10OiMm0k
In this webinar, you will learn/see:
- Why marketers need digital dashboards - The CMO’s perspective
- How to save countless hours of putting management reports together with a marketing dashboard
- The top marketing metrics and KPIs you need to be tracking in your dashboard
- How to make a marketing dashboard project a success
- A live demo of a marketing dashboard
The Next-Generation Sales Development TeamTeleverde
Inside View along with Televerde built a next-generation sales development team utilizing the latest marketing technology. This case study was presented at Sirius Decisions 2019 in Austin.
Sales and Marketing Alignment: Bridging the Great Divide through ABMDemandbase
Featuring Peter Isaacson
Chief Marketing Officer, Demandbase
Ever feel like your sales team just isn’t satisfied with the volume or the quality of the leads you generate? Are you hitting your goals, but your sales team is not? Join Demandbase’s CMO, Peter Isaacson, as he outlines some of the greatest challenges for today’s B2B Marketers, and shares how to overcome them by aligning around high-value accounts and focusing on key strategies to drive revenue. He will illustrate the basic foundations for turning your marketing organziation into an ABM machine through the example of Demandbase’s own journey to an ABM strategy.
A 30-minute crash course webinar on how to develop a winning business case for contingent workforce outsourcing. Learn what you'll gain from a Managed Service Provider (MSP) program beyond cost-savings. And, why now more than ever, MSP programs are an effective holistic strategy for managing large volumes of contingent workers; like Independent Contractors and Statement of Work (SOW) Employees.
Jobvite - "Leveraging Your Salesforce Data to Drive Revenue and Align Marketi...Full Circle Insights
www.fullcircleinsights.com
Session by Ronen Shetelboim, Director of Marketing, and Claire Alloway, Marketing Programs Manager, on leveraging Salesforce data (in a scalable way) to gain in-depth revenue insights and align marketing with sales.
April 11, 2016 @ the Circulate 2016 conference hosted by Full Circle Insights, a B2B marketing analytics and funnel metrics solution provider.
Do the Math: The Smart Analysis your CEO and CFO Expect (even if they haven’t...Actuate Corporation
For the first time, Marketers have the ability to collect and measure almost any data imaginable. As a result, too many of us find ourselves violating Robert McNamara’s maxim – we try to make what’s measurable important, vs. making the important measurable. How do we reach that elusive Goldilocks state of measuring not too much, not too little, but just the right things? Start with the executive management team. What metrics are they using to run the business, and how can you help?
This session will review real dashboards and reports you can use to communicate to stakeholders in sales and finance, inform long-term plans, and continually optimize execution. The result? Marketing’s credibility increases, your forecasts become more accurate even than those of Sales, and you assume your rightful place as indispensable consigliore to your C-levels.
Similar to 5 Tips for Converting MQLs to Revenue (20)
The Secret to Successful B2B Marketing: Revenue OperationsLeanData
Wondering how savvy marketers are generating pipeline these days? Wish Sales was following up on the demand you are creating? Learn how to accomplish this and more by establishing a revenue operations function at your organization.
Attend this work group to understand how Revenue Operations can propel your B2B marketing initiatives forward—whether whether they be account-based, inbound or both. We’ll outline how revenue operations can help drive scalable growth for all fall your go-to-market (GTM) motions, as well as leave you with a framework on how to get started.
We will cover how to:
- Implement the right GTM Marketing and Sales strategy (ABM, inbound, or both);
- Utilize revenue operations to make your marketing campaigns more successful;
- Unify company data so it is accessible and actionable by all; and
- Provide analytics and insights into what is working.
Years of SiriusDecision research prove that B2B organizations with an aligned revenue engine grow faster and more profitably than their peers. Not coincidentally, the number of B2B professionals whose job titles include the word “revenue” is surging, because focusing on revenue signals an enlightened view of alignment.
The question is, what does this shift really mean when it comes to cross-functional execution? Fully realizing the benefits of revenue engine alignment has made Revenue Operations the new mandate for companies that want to outperform their peers.
In this presentation, Dana Therrien will explain why Revenue Operations isn’t just a title or an organizational structure; it's a mindset and strategy for the next phase of B2B growth. If you're a sales and marketing operations leader, don't miss this important discussion to:
- Understand what Revenue Operations means, what’s driving the trend and why now?
- Learn the benefits of a Revenue Operations approach and the impact on operational functions within your organization
- Learn diagnostics and actions your organization can take to implement a Revenue Operations approach
OpsStars Boston Session | Women in Revenue Speak Out: What Companies Need to ...LeanData
Latané Conant – CMO, 6Sense
Sales and marketing are great career choices for women. So why aren’t there more female leaders? Join this session to explore new research in the inaugural report from Women in Revenue.
The new research includes insights on:
- Career roadblocks for women in revenue roles
- What women leaders value most
- Advice for career advancement
- What companies can do to attract more women leaders
- What men can do as allies and sponsors
OpsStars Boston Workshop | Operationalize the Customer ExperienceLeanData
Brian Shaner – VP of Marketing, Pedowitz Group
Bruce Huie – Strategic Account Director, Pedowitz Group
In this workshop, The Pedowitz Group will facilitate a discussion with audience members around the steps that you can take to operationalize the customer experience. The steps and questions will include: A discussion of how to evolve your sales funnel or waterfall view of the world to one based on a customer journey map; Evolving your marketing communications and content to use the customer journey map as the basis for planning; Changing your funnel reporting metrics and conversions to use the customer journey map; Program and campaign planning that starts with the customer journey, and not the product; and How well does your MarTech stack serve your customer needs along their journey? Better customer experiences will not just happen because the website UI is improved, or web chat is available 24/7. Better customer experience arises from learning where the customer is in their engagement journey and adapting your firm’s behavior to align with their current state. Your customer journey map should be the touchstone for all customer facing organizations to optimize their customer engagement and operationalize the customer experience.
OpsStars Boston Session | A B2B Revenue Ops Success Framework and Maturity ModelLeanData
Matt Heinz – President & Founder, Heinz Marketing
Learn the seven components of revenue operations success in B2B, including the strategy, alignment, process and technology components necessary to create a predictable, repeatable and scalable sales pipeline development engine. Matt Heinz will share results from his latest RevOps survey. You’ll walk away with a specific framework and maturity model to implement within your organization.
OpsStars Boston Workshop | Connecting Data to People Across Any Go-to-Market ...LeanData
Lucas Lam – Partner & Client Solutions Manager, LeanData
Today companies leverage a wide variety of GTM strategies and tactics to grow their revenue. In this session, LeanData product experts will walk you through the process, metrics, and future state of multiple GTM strategies - such as inbound, outbound, ABM, Demand Unit Waterfall, etc. Learn best practices from real-world examples of how businesses leverage LeanData Matching, Routing and Marketing Attribution to ensure they get to revenue faster. Irrespective of how you design your sales and marketing funnel, the LeanData platform can be customized to connect your CRM data to the right people in the organization who can use it to win deals. Attend this session to learn how to thrive with multiple GTM strategies and optimize them constantly.
OpsStars Boston Keynote | Emergence of Revenue OpsLeanData
Dana Therrien – Practice Leader, Sales Operations Strategies
Senior business leaders who wish to drive revenue and growth must prioritize close alignment between sales and marketing. However, siloed processes, data and even technology can hamper growth efforts – while priorities, budgets and senior personalities often remain in conflict.
To drive common process adoption, some companies are championing a change that introduces the notion of Revenue Operations. Although the term has various interpretations and applications, Revenue Operations brings the operational work of sales, marketing and customer success together under one roof. Revenue Operations is about taking a more holistic, end-to-end approach to managing operations across an organization. However, such an organizational change has considerable implications for both marketing and sales operations functions.
In this session, Dana will share:
- Common issues driving the trend toward organizational integration
- An analysis of the related benefits and challenges such an organizational shift can bring
- Perspectives from a broad range of your peers in both sales and marketing operations
OpsStars NY Session | A B2B Revenue Ops Success Framework and Maturity ModelLeanData
Matt Heinz – President & Founder, Heinz Marketing
Learn the seven components of revenue operations success in B2B, including the strategy, alignment, process and technology components necessary to create a predictable, repeatable and scalable sales pipeline development engine. Matt Heinz will share results from his latest RevOps survey. You’ll walk away with a specific framework and maturity model to implement within your organization.
OpsStars NY Workshop | Connecting Data to People Across Any Go-to-Market ModelLeanData
Lucas Lam, Partner & Client Solutions Manager, LeanData
Today companies leverage a wide variety of GTM strategies and tactics to grow their revenue. In this session, LeanData product experts will walk you through the process, metrics, and future state of multiple GTM strategies - such as inbound, outbound, ABM, Demand Unit Waterfall, etc. Learn best practices from real-world examples of how businesses leverage LeanData Matching, Routing and Marketing Attribution to ensure they get to revenue faster. Irrespective of how you design your sales and marketing funnel, the LeanData platform can be customized to connect your CRM data to the right people in the organization who can use it to win deals. Attend this session to learn how to thrive with multiple GTM strategies and optimize them constantly.
OpsStars NY Keynote | Emergence of Revenue OperationsLeanData
Dana Therrien, Practice Leader, Sales Operations Strategies SiriusDecisions
Senior business leaders who wish to drive revenue and growth must prioritize close alignment between sales and marketing. However, siloed processes, data and even technology can hamper growth efforts – while priorities, budgets and senior personalities often remain in conflict.
To drive common process adoption, some companies are championing a change that introduces the notion of Revenue Operations. Although the term has various interpretations and applications, Revenue Operations brings the operational work of sales, marketing and customer success together under one roof. Revenue Operations is about taking a more holistic, end-to-end approach to managing operations across an organization. However, such an organizational change has considerable implications for both marketing and sales operations functions.
In this session, Dana will share:
Common issues driving the trend toward organizational integration
An analysis of the related benefits and challenges such an organizational shift can bring
Perspectives from a broad range of your peers in both sales and marketing operations
OpsStars NYC Workshop | Operationalizing the Customer ExperienceLeanData
Majda Anwar, Revenue Marketing Coach, Pedowitz Group
Scott Benedetti, Director of Sales Enablement, Pedowitz Group
In this workshop, The Pedowitz Group will facilitate a discussion with audience members around the steps that you can take to operationalize the customer experience. The steps and questions will include: A discussion of how to evolve your sales funnel or waterfall view of the world to one based on a customer journey map; Evolving your marketing communications and content to use the customer journey map as the basis for planning; Changing your funnel reporting metrics and conversions to use the customer journey map; Program and campaign planning that starts with the customer journey, and not the product; and How well does your MarTech stack serve your customer needs along their journey? Better customer experiences will not just happen because the website UI is improved, or web chat is available 24/7. Better customer experience arises from learning where the customer is in their engagement journey and adapting your firm’s behavior to align with their current state. Your customer journey map should be the touchstone for all customer facing organizations to optimize their customer engagement and operationalize the customer experience.
OpsStars NY Session | Women in Revenue Speak Out: What Companies Need to Do t...LeanData
Tracy Eiler, CMO, InsideView and Women In Revenue Board Member
Sales and marketing are great career choices for women. So why aren’t there more female leaders? Join this session to explore new research in the inaugural report from Women in Revenue.
The new research includes insights on:
Career roadblocks for women in revenue roles
What women leaders value most
Advice for career advancement
What companies can do to attract more women leaders
What men can do as allies and sponsors
How marketing can report revenue analytics that don’t lieLeanData
There are some nasty blind curves when you need to show how marketing campaigns impact revenue.
Listen to the 30-minute webcast where you’ll learn:
- How to get your company on the path to revenue reporting
- The surprising obstacles that kill great reporting and how to overcome them
- The cost of only taking half-steps to revenue reporting
- Be successful at Account-Based Marketing
Tom Grubb, the Chief Strategy Officer with Digital Pi will discuss with Dan Ziman his insight on how marketing can report revenue analytics that don't lie.
Executive Summary - LeanData Account-Based Marketing and Sales Survey Results...LeanData
A recent study of over 200 B2B marketing and sales professionals revealed that over 90 percent of B2B companies from $10Million to over $1Billion in revenue use account-based marketing & sales as a key method for targeting new businesses and upselling to current customers.
• 53 percent of companies stated that they are more focused on account-centric strategies compared to a year ago.
• 40 percent consider account-based marketing to be a high priority.
About LeanData Inc.
We’re passionate about simplifying the B2B sales process. Our lead management software is specifically built for account-based marketing and target account selling strategies. LeanData customers like Marketo, DoubleDutch, and Act-On Software are seeing increased conversion rates to Sales Qualified Leads (SQLs) and greater sales productivity.
7. #LDWebcast 7
[Poll]
What
are
your
biggest
barriers
to
improving
MQL
to
SQL
conversion?
1) Data
isn't
clean
2) Not
enough
inbound
leads
from
target
accounts
3) Breakdown
in
lead
workflow
and
assignments
4) Totally
happy,
no
improvement
needed
36%
43%
21%
0%
8. Case
Study
8
5
Tips
for
Conver)ng
MQLs
to
Revenue
with
Ben
Coffee
9. DataSi@,
Inc.
2011
1K
40+
Launched
Social
Data
Sources
Customers
Across
30
Countries
2.0B
Data
Items
Handled
Per
Day
Powering
enterprise
businesses
and
the
social-‐technology
business
applica&on
eco-‐system
10. Organization overview
Business Process Overview
ü 80% revenue is sourced to marketing
ü 65% of leads sourced to web
ü Leads qualified for sales by Demand Gen Team
Sales Structure Overview
ü 30+ in 3 countries
ü Marketing assigns MQLs to BDRs/SMB Sales
ü BDRs/SMB Sales book Discovery Meetings
Types
of
web
leads
Download
Webinar
PPC/SEO
Free Trial
11. Tip 1: Get it clean and keep it clean
Eliminate noise: Spam, duplicates, bogus data
Accurate metrics Increased trust Better focus
12. Tip 2: Milestones are your best friend
Process Review
ü Start by defining & recording your milestones
ü Enforce data integrity with executive buy-in
Leverage Salesforce Strengths
ü Schedule exception reports
ü Automate with workflow rules
Plan for Salesforce Weaknesses
ü Overcome point-in-time snapshot limitations and enable cohort analysis
ü Activate recording stamps for date, time and achievement
13. Practical example
Recording the MQL milestone
Using Salesforce workflows
ü Add custom fields to record date, achievement, etc.
ü When milestone is achieved, trigger the workflow
ü Workflow activates custom field updates
ü Complex milestones, such as new opportunity
created, can trigger email alert
Workflow Rule Criteria
Field Update Actions
14. Tip 3: Shift your focus to target accounts
For the inbound demand generation lead process,
consider shifting your focus from just geographic
territories to include a mix of assigned target
accounts.
Adding target accounts to your process helps to:
ü Reduce lead owner conflicts and duplicative efforts
ü Better enable prospecting efforts
ü Add accountability to sales and marketing efforts
15. Problems when targeting accounts
ü Leads are disassociated from accounts
ü Marketing automation success is dependent on proper
account association
ü Time consuming manual effort needed to route target
account leads to their owner
ü Lack of visibility in database
LeanData is working with DataSift to deploy an
automated solution by leveraging Lead to
Account match results and route un-owned leads
to their appropriate sales account owner.
The Marketing Automation
“hack” seen here helps… but
it doesn’t scale
16. Tip 4: Sales enablement
Before adding the Lead2Account View in Salesforce.com our sales team was
suffering.
82% of our leads never made it to the sales team
Now our sales team has quick access to leads that weren’t previously visible.
ü Leads matched to accounts are highlighted
ü 1 in 3 leads have been matched to known accounts
ü Enables both marketing and sales to uncover new insights
ü Holistic view of campaign efforts helps identify where resources are needed
ü Ability to execute more focused campaigns based on known accounts versus less accurate database
segmentation methods
17. Enable Sales Director & BDR
Sales Director gets a 360 degree view of all leads available accounts owned:
BDR has quick visibility of account info directly on the lead record:
7 matched leads, not yet
owned, and still suspects!
Mostly sourced from events.
Variable
Quickly see the account type
and the account owner name
Sales Directors gets a 360 degree view of all leads available in their accounts:
BDRs have quick visibility of accounts that match directly to the lead record:
18. Tip 5: Record so you can measure
So your data is clean, your milestones are recorded, your sales team has increased
visibility for leads, what do you get out of it?
Consistent and insightful executive reports
We measured a significant impact on our conversion rates, year over year:
0%
5%
10%
15%
20%
25%
30%
2013 2014
Suspect --> MQL Conv. %
MQL --> Opportunity Conv. %
19. #LDWebcast 19
Thank
our
speakers
Evan
Liang
Founder
and
CEO
LeanData
@evanliang
Ben
Coffee
Marke&ng
DataSi.
@CoffeeMeing
20. #LDWebcast 20
For
more
informa)on,
please
go
to:
www.leandatainc.com
Email:
marke)ng@leandatainc.com
Or
call:
408
827-‐LEAN
(5326)
Thank
you!