In his presentation, Caleb shares five signs your company is ready for marketing automation, how to attain stakeholder buy-in, and how to enable your company to achieve success with the software.

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Becoming a Cohesive Unit
Caleb Trecek
Marketing Services Manager—LeadMD

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Marketing Automation
Covering the Potholes on the Road to Marketing Success
The LawLogix Customer Success Story

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1. Where We Were
1. Small team
2. Using Salesforce.com
3. Using another tool for email only
2. Where We Wanted to Be
1. Growing team
2. More than email
3. Recognition of marketing revenue
Our Story

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Change the Perception of Marketing

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1. No visibility into lead acquisition and
conversion
5 Signs You’re Ready for Marketing Automation

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2. You want a seat at the revenue table
5 Signs You’re Ready for Marketing Automation

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3. You don’t know your customers or what
they like
5 Signs You’re Ready for Marketing Automation

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4. There’s no personalized conversation
between you and your leads/customers
5 Signs You’re Ready for Marketing Automation

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5. The current methodology isn’t scalable
5 Signs You’re Ready for Marketing Automation

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• It’s too expensive
• I don’t know what
others have to say
• Our current
methods are fine
• Show the value of
Marketo
• Have a reference
call
• Demonstrate the
deficiencies of your
current methods
The Internal Sale

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1. Don’t try to solve everything at once
2. Have a plan going into the process
1. Naming conventions
2. Who will be responsible for what
3. Approval Processes
3. Be active in the community
4. Involve the sales team
You Can Teach an Old Dog New Tricks

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1. The gap between sales and marketing was
closed
Big Wins

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1. Marketing was able to take some credit for
big sales
Big Wins

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1. Doubling the efficiency of our team
Big Wins

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Q&A
Caleb Trecek
Marketing Services Manager—LeadMD
caleb@leadmd.com
@socmedworks