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B2B Marketing…

Putting Behavior at the Center
Before we get
started:
This guy…
Note:
Billy Beane is
not on Twitter
Agenda
• Who We Are
• The History
• The New Plan
• Building a Smart Website
• Results

• Questions
Meet NetProspex
Let’s go back in time…
In 2011, NetProspex
had a disconnect
Sales and Marketing did
not get along.

Neither did our systems…
We had very little content…
And our website was all about
us, not our customers...
Our Story
Our Way

Our
Data
It was time for a
change…
To Do List:
1. Get Aligned with Sales
2. Understand Our Buyers
and their Journey
3. Build Up a Content Library
Goal 1 – Sales Alignment

Develop Common Dictionary
Goal 1 – Sales Alignment

Agree on deliverables
Marketing

SLA

Sales
Build Our Personas

Demand Gen

Tech

Non-Tech

Operations

(Data Management)

Tech

Non-Tech

Goal 2 – Understand
Our Buyers

Sales Leadership

Tech

Non-Tech
Comprehensive
Persona
Elements:
•
•
•
•

Profile
Key Motivators & Goals
Challenges
Profile Narrative

Goal 2 – Understand
Our Buyers
Smarter Data
Improve form conversions, make leads more actionable
Goal 3 – Build Up a
Content Library

Offer Library
110 New Pieces of
Content!
Goal 3 – Build Up a
Content Library

Content Framework
DG

Inventory
Assign
Categorize

Decision

10
Actions

B2B DM
Guide

Sales
Pro Sector

What Not
to Do

Try a
Search

5
Strategies

4
Reasons

10
Cold Calls

CAN SPAM
Compliance

Propensity

SP

PlanoGram

Engage

DM

DQ
Video

Try a
Search

Confio
Case Study

Why
Outsource

AG
Salesworks

SD
Profile

SD
Profile

SP Tool
Guide
Put Buyer First

Website

Marketing
Automation

CRM

Direct
Mail

Email

Social
To Fill the Pipeline
Once we took care of the
basics, it was time to put it all
together.

So to explain,
let’s get physical
technical.
Our Technology Toolkit

Marketing
Automation
Email

CRM

Landing
Pages
Behavior
Tracking

Data
Enrichment
Engine

Dynamic
Content
Delivery

Content
Management
System
Design and Implementation Team

Persona Development
Content Creation
Content Hierarchy
Framework

Web Development
Data Infrastructure
Web Tracking
Landing Pages
Automation
Design
SEO
Meet Whereoware
•
•
•
•
•
•

Create engaging emails, websites, and mobile apps
Platinum partner, largest Silverpop agency partner
2011 Silverpop Agency partner of the year
Team of 14 full-time Silverpop certified admins, 3 designers on staff
Over 50 Silverpop clients
Creative + planning for A Mere Truffle website and app

Peter Bergen – Senior Project Manager
Silverpop Professional Certified
Certified Salesforce Admin
MECLAB-trained
2+ years full-time Silverpop experience
Who is Christina?

• What is her role?
• What are her needs?
• How can NetProspex
contact + engage her?
Progressive Data Collection
• Start with Anonymous Visitor, gradually
build a full profile
• Implicit profiling: make assumptions
based on behavior
• Explicit profiling: visitor gives you data
in exchange for valuable resources
• Based on data gathered, dynamically
offer relevant and valuable resources in
exchange for more data
Profiling strategy
Website

Infer persona
(home page)

Serve up DC
(resource pg)

Gather data
(webforms)

Engage
(programs)
Content flow
Website
Engage Toolkit
Website

Landing
Pages

Progressive
Webforms

…and only 2 database fields
Dynamic
Content

Automated
Programs
Let’s start the
journey…
Christina’s profile
DG

DM

SP

Engage

Propensity

Decision

Profile Data
Christina’s profile
DG

DM

SP

Engage

Propensity

Decision

Profile Data
Christina’s profile
DG

DM

SP

Engage

Propensity

Decision

Profile Data
Email: christina@company.com
Marketer Type: B2B
Tech Marketer? Yes
Christina’s profile
DG

DM

SP

Engage

Propensity

Decision

Profile Data
Email: christina@company.com
Marketer Type: B2B
Tech Marketer? Yes
Christina’s profile
DG

DM

SP

Engage

Propensity

Decision

Profile Data
Email: christina@company.com
Marketer Type: B2B
Tech Marketer? Yes
Christina’s profile
DG

DM

SP

Engage

Propensity

Decision

Profile Data
Email: christina@company.com
Marketer Type: B2B
Tech Marketer? Yes
Name: Christina Smith
Title: Director of Marketing
This is Christina
Started with an anonymous visitor

Used seamlessly-integrated
webforms to implicitly define
persona + buying stage
Used landing pages + dynamic
content to present Christina valuable
resources in exchange for more data
Kept her engaged with an
automated email program
With their power combined
Success here…

…leads to success here
Results to Date:
1. 12.5 x increase in visit duration
2. Doubled # of pages visited

3. 30% reduction in bounce rate
4. 7% increase in conversion rate
Lessons Learned
• Keep it Simple
• Snackable Content
• Stay in Sync with Sales
Think smart…
Think wicked smaht!
Questions?
Lauren Brubaker
Demand Gen Manager
NetProspex

Peter Bergen
Senior Project Manager
Whereoware

lbrubaker@netprospex.com pbergen@whereoware.com
@B2BLauren
For more info on this project, check out
the appendix on the following slides…
Appendix
Home Page Rotating Banners

• If persona not yet set, buttons within banners will set the persona
• If persona has been set, the slide order is dynamic based on persona. How this
works:
• Each of the 5 banners is an iframe of an SPOP landing page
• Each landing page contains 5 blocks of DC
• Visitor’s persona determines which of the 5 blocks is chosen for each iframe.
The DC was configured such that no page is displayed twice.
Resource Page iFrame/DC Breakdown
Header: displays based on persona
Main content: displays based on
persona + stage
Webform: displays based on
persona + stage

Top 2 Related Content: display
based on persona + stage
Bottom 2 Related Content: display
based on persona + stage

Boilerplate + Reset buttons: display
based on persona
“Reset” buttons

• This section is an iframe referencing an Engage landing page with three DC blocks
(one for each persona). Each DC block renders buttons for the 2 personas not
chosen (ex: if visitor has chosen the Sales persona, the buttons will display Data
Management and Demand Gen)
• Each button is actually a webform submit button; when clicked, the button will
update the visitor’s persona, reset their lifecycle stage, and refresh the page such
that the visitor instantly sees content related to their new persona of choice.
Progressive forms

• Each form is a unique progressive webform that simply removes any fields for
which NetProspex has already gathered data.
• For example – if “are you a technology marketer” is already known for the
visitor, the field disappears from the form, reducing friction
• Each form contains ‘lifecycle’ stage as a hidden field; when the form is submitted,
the field has a new value inserted that pushes the visitor to the next lifecycle stage.
Programs

•
•

Each program corresponds with a specific persona
Each program contains the following:
• One track for each piece of content in the content flow
• Two emails within each track (initial send and resend)
• A modify profile action in each track that updates ‘lifecycle stage’ when a visitor has seen a page, then
gone a week without taking action
• Global track routes that route contacts to the appropriate track based on their buying lifecycle stage
• End tracks that kick contacts out when they ‘reset’ their persona or finish the content flow

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Amplify preso finaledits

Editor's Notes

  1. SLOW DOWN – CONFIDENCE - DELIVERY
  2. When I saw the Amplify agenda and figured out we were speaking after him, I started doing a mental comparison. No books, no movies, no Brad Pitt…but I do have more Twitter followers than he does, so that was pretty exciting.
  3. Pause for (hopeful) laughter
  4. All kidding aside, we are really excited to be here today and I’m looking forward to getting to speak with you. So – what are we going to talk about? I’ll give you some background on NetProspex, and the history of where marketing stood before turning it over to our partner Whereoware to talk about the technical side of things and give us a walkthrough of the new websiteResultsQ&A
  5. I’m Lauren Brubaker, Engage user since 2008, love to tweet and love to tweet about Silverpop – and the Braves. So feel free to tweet along with me @B2BLauren. B2B Data Provider – Clean Your Database, Append additional information, provide you with lists if you are targeting a new type of persona. We have a startup culture and like to make B2B fun. If you look closely at the photos, you can see I’d be more likely to fit in at the office if I’m wearing a costume than this suit I’ve got on today.
  6. Hop in our Delorean and go back in time
  7. We were growing quickly, our database, our customer base and our employee count and been double for the 3 years prior
  8. We had a small marketing team, and a growing sales team who each were set on their own set of goals. We had an email tool and Salesforce.com but the two systems didn’t talk to each other.
  9. Most of our messaging and assets talked out our database and not about how to use data in marketing programs for maximum results.
  10. Our website had been built to drive traders to our website—and it really worked!!! Millions of records entered our database each month. And our site was all about our data. It had served it’s purpose
  11. Transition slide
  12. Before we could really put buyer behavior at the center, we had some building blocks we had to get through. We had great results to date, but we knew that to take our business to the next level, we had to up our game. So we narrowed down our list of to dos to 3 top priorities.We needed to get marketing and sales on the same set of goals—revenueWe needed to understand who was buying what and whyWe needed to transition our marketing strategy to align with our buyer’s journey
  13. First, we needed to sit down with sales and come up with a common dictionary. For those of you who have gone through this process, you know this is where the fun begins. You go through the series of meetings, debate whats a good lead, whats not a lead, etc. MQL – Marketing Qualified LeadA Marketing Qualified Lead is a contact whohas engaged with your marketing effortsenough to meet your company’sdetermination as readySAL – Sales Accepted LeadA Sales Accepted Lead is an MQL that hasbeen determined by a member of the salesteam (likely an inside sales rep) to be acceptedand worth exploration by a sales person.Companies use different methods to determinean SAL, the BANT method is a popular one.SQL – Sales Qualified leadA Sales Qualified Lead has been explored by asalesperson and determined to be qualified fortheir pursuit. This is often considered to be thebeginning of the sales process.
  14. Then we moved on to creating SLAs – agreed up on termsHow you're getting the leadWhen you're getting the leadWhere you have to say what happens
  15. During our research we realized we have 3 distinct buyers—Christina who is a demand generation professional like me, Ruben, our marketing operations leader and Steve who heads up sales.
  16. We went through a standard process for developing a persona and formalized the key elements of each persona into a profile and sales enablement book to get sales and marketing consistently telling the same story in a way that would resonate with each of our buyers.
  17. We are a data company and we do eat our own dog food. We periodically evaluate our database, normalize fields, appending missing data and add insights from our TechProspex data set to help us customize our messaging and offer up more relevant content. We do prepopulate our form fields so that the visitor can also contribue their own edits.
  18. Our challenge was not content; it was serving up the right content to the right audience at the right time. Now we wanted to serve up the right content…To the right audience…At the right time
  19. We created a template for keeping track of each piece of content, a description of what it was all about, the persona it was written for and the phase of the buying cycle it was written for.
  20. Finally, we had to combine it all together by putting buyer behavior at the center of our processes.
  21. This was our to do list because our ultimate goal is to push people through the funnelPresenting with content, engaging in inbound/outbound - combo push pull to move people throught the funnel to ultimately drive sales $$$The more they read, (the resource center helps them access, gives them through the flow, more likely to be interested in your product/services, and that is the goal. Funnel, money, ultimate goalUltimate goal was to move people through the funnel by transforming the buyer experience and putting behavior at the center
  22. We defined the resources we needed to connect. It involved our Marketing Automation platform, Silverpop, our CRM, SFDC, our CMS, DotNetNuke and our own company data enrichment engine.
  23. Whereoware Silverpop’s largest partner – make our website dynamic, customer lifecyclesWe also wanted our site to reflect our fun and funky culture. Put our data experts and content around best practices in data management, marketing data, integration and sales prospecting. And we were luckily to put together a team of really marketing focused experts—Genuine Interactive for design and SEO strategy, Whereoware for the infrastructure—content management, marketing automation and salesforce integration.
  24. Once NetProspex had the infrastructure in place and met all the basic building blocks, we were able to get started. This is what we’re going to find outBehavior Data Collection: Website ViewsWebsite Buttons Clicked (Form Submission (Hidden!)Page ViewsForm SubmissionsPDF DownloadingVideo WatchingEmail OpensEmail ClicksPersona Capture (Contact Type)Demand Gen (Technical & Non)Data Management (Marketing vs Ops)Sales Prospecting (Technical & Non)Content Hierarchy Level (Tracks Resource Center Behavior Progress/Stage)
  25. Make a note about why Christina is paint-by-numbers – talk about end-goal
  26. Silverpop makes progressive profiling on your website easy once you have your profiling strategy (both implicit and explicit) in place.
  27. DON’T Tell people to open up www.netprospex.com to follow along – tell them afterwards – they’ll get distracted
  28. Starts on home page with an anonymous visitor
  29. Christina is interested in finding targeted data; clicks on hidden SPOP webform that sets her persona + buying stage, which are actually fields in the SPOP DB.
  30. Talk about DC as though they’re very new to SPOP – for those of you who aren’t familiar with DC, you can choose what words or images are shown based on specific rules – state it in very basic way.Shows high-levelbreakdown of how DC is generated on page. At this point we still only know Christina’s persona + buying stagePoint out title of page (Demand Gen resources) generated by persona and how buying stage influences it.She eventually tells us her email, marketer type, tech vs. non-tech so that she can download the resource.
  31. Christina takes a break from the website; 3 days later, she gets a reminder email to go check out the next piece of content. Engage automated program supports this.
  32. Christina clicks on email to view resource, then downloads file; pushes her to “Propensity” stage.
  33. Christina later revisits the site, sees next resource at “Propensity” level, tells us more about herself, and is pushed to the Decision stage.
  34. Note that this isn’t really her full profile….just for demonstration purposes. There’s still much more data to be captured.
  35. This was our to do list because our ultimate goal is to push people through the funnelPresenting with content, engaging in inbound/outbound - combo push pull to move people throught the funnel to ultimately drive sales $$$The more they read, (the resource center helps them access, gives them through the flow, more likely to be interested in your product/services, and that is the goal. Funnel, money, ultimate goalUltimate goal was to move people through the funnel by transforming the buyer experience and putting behavior at the center
  36. So, where has that gotten us? Site has been live for 1 month.
  37. New Test Process in Production Environment Saves a bunch of time.Keep the Number Personas SimpleSame Content, Different Angles to ResonateContinuous Relationship with Sales is Vital
  38. TakeawaysTo achieve our goals, we sat down and determined our priorities:Engage with sales before, during and afterDevelop your buyer profile from your own data, but actually talk to customer and buyers to understand the persona and put them top of mind in all you doBuild the infrastructure that makes you look really smaht!!Contact Us; Plug for Silverpop and Whereoware
  39. TakeawaysTo achieve our goals, we sat down and determined our priorities:Engage with sales before, during and afterDevelop your buyer profile from your own data, but actually talk to customer and buyers to understand the persona and put them top of mind in all you doBuild the infrastructure that makes you look really smaht!!Contact Us; Plug for Silverpop and Whereoware
  40. TakeawaysTo achieve our goals, we sat down and determined our priorities:Engage with sales before, during and afterDevelop your buyer profile from your own data, but actually talk to customer and buyers to understand the persona and put them top of mind in all you doBuild the infrastructure that makes you look really smaht!!Contact Us; Plug for Silverpop and Whereoware