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Sam Melnick
Director,
Customer & Marketing Insights
@SamMelnick
Matt Heinz
President
@HeinzMarketing
What We Will Cover Today
• What is Marketing Performance
• Introduce Allocadia’s Maturity Model
• Identifying What Stage You are in & Tips to Advance
• Key Take-Aways
• Questions
Context.
CMO
Manage and Optimize the
Business Of Marketing
Run Marketing
Today’s Marketer Has Two Jobs
Attract
Acquire
ConvertRetain
Advocate
Customer
Create Engaging Customer Experiences by
Overseeing the Customer Lifecycle
Do Marketing
Marketers Must Merge Both Jobs To Succeed
Plan
Convert
Run Marketing
MPM
Do Marketing
Execution
Defining Marketing Performance
Marketing’s results or
output compared against
previously set objectives.
Optimizing Marketing Performance
Maturity Model
Allocadia’s Marketing Performance Maturity
Model
 Interviewed 15+ senior level marketers
 Held conversations with analysts on MPM
 Built maturity framework with 5 stages & 6 dimensions
 Published The Essential Framework for Optimizing Marketing
Performance
Allocadia’s
Marketing Performance
Maturity Model
Advancing Through the Stages
Example of a Static Organization
• Marketing leadership lacks
influence
• Metrics are tactical and
activity based
• Inconsistent marketing
technologies across the
organization
Improving From Stage 1 to 2
• The ‘arts and crafts’ department
• The activity-based reporting
dashboard
• Iterative vs outcome metrics
focus
• Is the tail waging the dog?
Example of a Transitional Organization
Acknowledgement that:
• Data, tech, & analysis skills must be
improved
• Marketing & sales are disjointed
(but still not executing together)
• Different metrics must be used, but
unsure how to get to that data
Improving From Stage 2 to 3
• Common objectives, definitions,
scorecards
• Common marketing & sales tech
budget
• Perfect is the enemy of good
• Periodic marketing technology
audits
Example of a Progressive Organization
• Core Data has been normalized/
cleaned
• CRM, MAP, & MPM have been
linked, but silo’d techs still exist
• Executives have mapped KPIs to
corporate objectives
Improving From Stage 3 to 4
• Disciplined, proactive data
management program
• Dedicated marketing ops & sales
enablement functions
• Defined, integrated martech stack
(actively managed)
• Marketing viewed as profit center
Example of a Proactive Organization
• Marketing, Sales & Finance have
agreement on pipeline
contribution
• Majority of marketing data is
accounted for in a single place
• Core tech stack is best-in-class,
now onboarding advanced point
solutions
Improving From Stage 4 to 5
• Complex buyer journey
orientation
• Full Funnel Marketing approach
• Marketing compensation tied to
sales & revenue performance
Example of a Optimized Organization
(AKA Marketing Nirvana)
• Marketing and sales think/act as
one
• All metrics are outcome-oriented
• All marketing staff think like
entrepreneurs
• All dollars are justified, reviewed
and audited
• “Can you buy a beer with it?”
Take Aways
Pause – Breath - Assess
Don’t Forget the Run Side of Marketing
How Allocadia Helps
• Gain Control and Visibility into the “I”
• Aligns Plans and Investments to CMO and Corporate
Level Objectives.
• Decision Support by Marrying the ”R” & the “I” Together
to Provide Real ROI insights.
Find Out Your
Organization’s Maturity
Stage
http://bit.ly/MPM_Assessment
Questions

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Advancing Through the 5 Stages of Marketing Performance Webinar w/ Matt Heinz

  • 1.
  • 2. Sam Melnick Director, Customer & Marketing Insights @SamMelnick Matt Heinz President @HeinzMarketing
  • 3. What We Will Cover Today • What is Marketing Performance • Introduce Allocadia’s Maturity Model • Identifying What Stage You are in & Tips to Advance • Key Take-Aways • Questions
  • 5. CMO Manage and Optimize the Business Of Marketing Run Marketing Today’s Marketer Has Two Jobs Attract Acquire ConvertRetain Advocate Customer Create Engaging Customer Experiences by Overseeing the Customer Lifecycle Do Marketing
  • 6. Marketers Must Merge Both Jobs To Succeed Plan Convert Run Marketing MPM Do Marketing Execution
  • 7. Defining Marketing Performance Marketing’s results or output compared against previously set objectives.
  • 9. Allocadia’s Marketing Performance Maturity Model  Interviewed 15+ senior level marketers  Held conversations with analysts on MPM  Built maturity framework with 5 stages & 6 dimensions  Published The Essential Framework for Optimizing Marketing Performance
  • 12. Example of a Static Organization • Marketing leadership lacks influence • Metrics are tactical and activity based • Inconsistent marketing technologies across the organization
  • 13. Improving From Stage 1 to 2 • The ‘arts and crafts’ department • The activity-based reporting dashboard • Iterative vs outcome metrics focus • Is the tail waging the dog?
  • 14. Example of a Transitional Organization Acknowledgement that: • Data, tech, & analysis skills must be improved • Marketing & sales are disjointed (but still not executing together) • Different metrics must be used, but unsure how to get to that data
  • 15. Improving From Stage 2 to 3 • Common objectives, definitions, scorecards • Common marketing & sales tech budget • Perfect is the enemy of good • Periodic marketing technology audits
  • 16. Example of a Progressive Organization • Core Data has been normalized/ cleaned • CRM, MAP, & MPM have been linked, but silo’d techs still exist • Executives have mapped KPIs to corporate objectives
  • 17. Improving From Stage 3 to 4 • Disciplined, proactive data management program • Dedicated marketing ops & sales enablement functions • Defined, integrated martech stack (actively managed) • Marketing viewed as profit center
  • 18. Example of a Proactive Organization • Marketing, Sales & Finance have agreement on pipeline contribution • Majority of marketing data is accounted for in a single place • Core tech stack is best-in-class, now onboarding advanced point solutions
  • 19. Improving From Stage 4 to 5 • Complex buyer journey orientation • Full Funnel Marketing approach • Marketing compensation tied to sales & revenue performance
  • 20. Example of a Optimized Organization (AKA Marketing Nirvana) • Marketing and sales think/act as one • All metrics are outcome-oriented • All marketing staff think like entrepreneurs • All dollars are justified, reviewed and audited • “Can you buy a beer with it?”
  • 22. Pause – Breath - Assess
  • 23.
  • 24. Don’t Forget the Run Side of Marketing
  • 25. How Allocadia Helps • Gain Control and Visibility into the “I” • Aligns Plans and Investments to CMO and Corporate Level Objectives. • Decision Support by Marrying the ”R” & the “I” Together to Provide Real ROI insights.
  • 26. Find Out Your Organization’s Maturity Stage http://bit.ly/MPM_Assessment

Editor's Notes

  1. Welcome everyone for joining us today for our webinar Advancing Through the 5 Stages of Marketing Performance. How to run marketing with confidence and control. I’m Sam Melnick and I’m director of customer Insights here at Allocadia. And I’m really excited for this webinar today. We’re going to be joined by Matt Heinz, who I will introduce shortly. But today we’re going to walk you through some interesting research and then tie back to some practical advice.