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Enterprise-caliber Cloud BI
BIRST
MARKETING ANALYTICS
GET EMBEDDED MARKETING
ANALYTICS IN YOUR CRM
May 29, 2014
2
WEBINAR NOTES
Attendees Muted Upon
Entry
Please send questions
using the online interface
3
FEATURED SPEAKERS
Mark Townsend
Marketing Evangelist
Eagle Creek
Farnaz Erfan
Director Product Strategy
Birst
Steve Holzgraefe
Partner Engineer
Birst
4
AGENDA
• Birst Marketing Analytics
• Eagle Creek & Marketing Analytics Use Cases
• Demonstration
• Q&A
Enterprise-caliber Cloud BI
BIRST
MARKETING ANALYTICS
6
ACCORDING TO FORRESTER RESEARCH…
“…2 in 3 CMO’s are feeling pressure from the
board to prove marketing’s value.”
“…biggest
challenge to using
analytics to improve
marketing
effectiveness are:
access to
data…ways to
manage, analyze
and report data”
7
Marketer’s
Focus
Technology
•Channel Mix
(Social, Web,
Search, Ad)
•Spent
•Campaign Value /
ROI
•Conversion Rates
•Customer Success
•Renewals
•Digital Ad
Platforms
•Search (AdWords)
•Web Analytics (
Google Analytics)
•Mobile Analytics
•Social Media
Aggregators
•Marketing
Automation
•Email Targeting
•Data Services
Platforms (e.g.
Nielson / D&B)
•CRM
•Gamification
Platforms
•Customer
Experience
•Communities
CUSTOMER JOURNEY FOR MARKETERS
8
BRIDGING THE GAP
MARKETING ANALYTICS
ACROSS ALL SOURCES FROM CONTACT TO CUSTOMER
Marketer’s
Focus
Technology
•Channel Mix
(Social, Web,
Search, Ad)
•Spent
•Campaign Value /
ROI
•Conversion Rates
•Customer Success
•Renewals
•Digital Ad
Platforms
•Search (AdWords)
•Web Analytics (
Google Analytics)
•Mobile Analytics
•Social Media
Aggregators
•Marketing
Automation
•Email Targeting
•Data Services
Platforms (e.g.
Nielson / D&B)
•CRM
•Gamification
Platforms
•Customer
Experience
•Communities
Enterprise Caliber Cloud BI
9
BIRST MARKETING ANALYTICS IN
DIFFERENT USE CASES & INDUSTRIES
Use Case Data Sources Users Company
Drive Marketing ROI:
High Value Customers
& Attribution Model
• Google
Analytics
• Omniture
• SQL Server
• VP Marketing
• Marketing managers
• Product managers
• CEO
Acquire More
Customer thru
Product Usage
& Lead to Cash
• Eloqua
• Salesforce.com
• Zuora
• Sales Reps
• Marketing managers
• C-Suite
• Financial analysts
Increase Ad
Performance & Web
Order Rates
• Hadoop / Hive
• Excel
• Marketing Managers
• External Partners
• Customers
• Analysts
Increase Trials to
Close Conversion
Rates
• Jive
• Marketo
• Salesforce.com
• NetSuite
• Demand Gen Managers
• Sales Reps
• Execs
10
Eagle Creek
Software Services
Mark Townsend
Marketing Automation Practice Lead
11
 Started in 1999
 CRM & MA
 Business Intelligence
 Application Development
 40+ Key Technologies
 Largest US based Onshore Outsourcing provider of
Front Office Consulting and Expertise
 4 US Technology Centers ---> 350+ Consultants
 Implementation Consulting Partners with
 Birst / Marketo / Salesforce / Oracle-Siebel
EAGLE CREEK at a GLANCE…
12
US BASED ONSHORE OUTSOURCING
DELIVERY MODEL…
Putting “Local” in Global Sourcing
13
Marketing Source Pipeline
and Opportunity Influence…
• Drill-Paths that get from visualization to a point of activity
• Information grouped by Region and Product
• Real-Time visibility to the engagement
• Add-Hoc capability inside existing reports
• Show Marketing-Sourced Pipeline and Opportunity Influence
• Measure Program Roi by Channel and Program
• Show the Revenue Cycle by stage and stage inventory
• Link Cost to Response and ultimately Sales Acceptance
“The Solution”
• Embedded Analytics
• Multi-source integration
• Natural Drill Paths
• Compelling Visuals
• Ad-Hoc Capability
• Advanced ETL
14
Get Sales and Marketing speaking the same
language and looking at the same data…
15
“WHERE” = Lead Source
“WHY” = Lead Source Detail
“…More of the WHY” = SEO/SEM
Use BI to report Marketing “Sourced” and “Assisted” Pipeline/Opportunity Influence…
“WHAT” = Website & Marketo Program Data
16
Poll Question
Which CRM
systems?
17
Poll Question
Which Marketing
Automation
systems?
18
DEMO
19
Q & A
20
THANKS
21
THANKS

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Webinar: Get Embedded Marketing Analytics in your CRM

  • 1. Enterprise-caliber Cloud BI BIRST MARKETING ANALYTICS GET EMBEDDED MARKETING ANALYTICS IN YOUR CRM May 29, 2014
  • 2. 2 WEBINAR NOTES Attendees Muted Upon Entry Please send questions using the online interface
  • 3. 3 FEATURED SPEAKERS Mark Townsend Marketing Evangelist Eagle Creek Farnaz Erfan Director Product Strategy Birst Steve Holzgraefe Partner Engineer Birst
  • 4. 4 AGENDA • Birst Marketing Analytics • Eagle Creek & Marketing Analytics Use Cases • Demonstration • Q&A
  • 6. 6 ACCORDING TO FORRESTER RESEARCH… “…2 in 3 CMO’s are feeling pressure from the board to prove marketing’s value.” “…biggest challenge to using analytics to improve marketing effectiveness are: access to data…ways to manage, analyze and report data”
  • 7. 7 Marketer’s Focus Technology •Channel Mix (Social, Web, Search, Ad) •Spent •Campaign Value / ROI •Conversion Rates •Customer Success •Renewals •Digital Ad Platforms •Search (AdWords) •Web Analytics ( Google Analytics) •Mobile Analytics •Social Media Aggregators •Marketing Automation •Email Targeting •Data Services Platforms (e.g. Nielson / D&B) •CRM •Gamification Platforms •Customer Experience •Communities CUSTOMER JOURNEY FOR MARKETERS
  • 8. 8 BRIDGING THE GAP MARKETING ANALYTICS ACROSS ALL SOURCES FROM CONTACT TO CUSTOMER Marketer’s Focus Technology •Channel Mix (Social, Web, Search, Ad) •Spent •Campaign Value / ROI •Conversion Rates •Customer Success •Renewals •Digital Ad Platforms •Search (AdWords) •Web Analytics ( Google Analytics) •Mobile Analytics •Social Media Aggregators •Marketing Automation •Email Targeting •Data Services Platforms (e.g. Nielson / D&B) •CRM •Gamification Platforms •Customer Experience •Communities Enterprise Caliber Cloud BI
  • 9. 9 BIRST MARKETING ANALYTICS IN DIFFERENT USE CASES & INDUSTRIES Use Case Data Sources Users Company Drive Marketing ROI: High Value Customers & Attribution Model • Google Analytics • Omniture • SQL Server • VP Marketing • Marketing managers • Product managers • CEO Acquire More Customer thru Product Usage & Lead to Cash • Eloqua • Salesforce.com • Zuora • Sales Reps • Marketing managers • C-Suite • Financial analysts Increase Ad Performance & Web Order Rates • Hadoop / Hive • Excel • Marketing Managers • External Partners • Customers • Analysts Increase Trials to Close Conversion Rates • Jive • Marketo • Salesforce.com • NetSuite • Demand Gen Managers • Sales Reps • Execs
  • 10. 10 Eagle Creek Software Services Mark Townsend Marketing Automation Practice Lead
  • 11. 11  Started in 1999  CRM & MA  Business Intelligence  Application Development  40+ Key Technologies  Largest US based Onshore Outsourcing provider of Front Office Consulting and Expertise  4 US Technology Centers ---> 350+ Consultants  Implementation Consulting Partners with  Birst / Marketo / Salesforce / Oracle-Siebel EAGLE CREEK at a GLANCE…
  • 12. 12 US BASED ONSHORE OUTSOURCING DELIVERY MODEL… Putting “Local” in Global Sourcing
  • 13. 13 Marketing Source Pipeline and Opportunity Influence… • Drill-Paths that get from visualization to a point of activity • Information grouped by Region and Product • Real-Time visibility to the engagement • Add-Hoc capability inside existing reports • Show Marketing-Sourced Pipeline and Opportunity Influence • Measure Program Roi by Channel and Program • Show the Revenue Cycle by stage and stage inventory • Link Cost to Response and ultimately Sales Acceptance “The Solution” • Embedded Analytics • Multi-source integration • Natural Drill Paths • Compelling Visuals • Ad-Hoc Capability • Advanced ETL
  • 14. 14 Get Sales and Marketing speaking the same language and looking at the same data…
  • 15. 15 “WHERE” = Lead Source “WHY” = Lead Source Detail “…More of the WHY” = SEO/SEM Use BI to report Marketing “Sourced” and “Assisted” Pipeline/Opportunity Influence… “WHAT” = Website & Marketo Program Data