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2012 Summit on Customer Engagement


FINDING FANATICS                     Caroline Thomas, Metia
                                     Melissa Mertl, Juniper Networks
                                     Robin Hamilton, inEvidence
About You

AGENDA   Finding Fanatics
         Real-world Example
         Interaction (it’s good for you)
         Questions
ABOUT YOU
THE PROCESS
 It is challenging
 to keep the
 pipeline filled
 You wish the process was easier.
PROGRAM SIZE
 Most programs are
 either modest or
 huge.
 Can your program scale?
WHAT IT TAKES
 The smaller the
 program, the bigger
 the coffee cup.
 You are a tenacious, funny,
 driven, and highly caffeinated
 bunch
FINDING REFERENCES
Sales team
recruiting is
the greatest
resource for
keeping your
pipeline filled
SOCIAL MEDIA

 Who has time
 for it?
 It doesn’t have to be all or
 nothing.
TOOLS OF THE TRADE
Does your
choice of
movies
influence the
way you work?
WHAT IS CUSTOMER ADVOCACY ABOUT?
Drive Business



•   Effect Sales
•   Influences the conversation
•   Loyal customers produce multiple references
•   Enable growth with prospects
•   Perceived distinction
TEAM WORK!
                         Sales and
                         Marketing




             Reference
              Program


                                 Customer
THE BUYING CYCLE
                                               Needs
                                               arousal

                                                                                  •       Logos/Quotes
                                    Post-                                         •       Case studies
     • Stats and Trends                                       Brand
                                  purchase                                        •       Social Media
                                                            Awareness
                                  behavior                                        •       Whitepapers




 •   Customer to prospect calls
 •   Case studies                                                                     •    Webinars
 •   Datasheets                   Purchase                  Selection of              •    Product/service
 •   Demos                        decision                  alternatives                   focused content
 •   Whitepapers                                                                      •    Datasheets

                                              Evaluation
                                                  of
                                             alternatives     • Price/Feature Comparisons
                                                              • ROI Calculators
THE SELLING CYCLE
              Deliver                  Recognize
               and                      Needs
             Evaluate
                          Needs
                          arousal


           Post-
                                          Brand
         purchase
                                        Awareness
         behavior


                                                       Formulate
                                                        Solution




         Purchase                       Selection of
         decision                       alternatives


                         Evaluation
                             of
                        alternatives
                                       Close the
                                          Sale
ENGAGEMENT CYCLE
                                               • Logos
                              Acquisition      • Quotes
                                               • Press release




  • Video
                                                                 • Short case study
  • Event speaker   Upgrade                 Implementation       • Sales call
  • Site visit




                              Operation       • Press release
                                              • Analyst calls
PUTTING IT TOGETHER                            Upgrade


                                     Deliver                            Recognize
                                      and                                Needs
                                    Evaluate
                    Operation
                                                           Needs
                                                           arousal


                                  Post-
                                                                           Brand
                                purchase
                                                                         Awareness
                                behavior
      Implemen-
        tation


                                                                                        Formulate
                                                                                         Solution




                                Purchase                                 Selection of
      Acquisition               decision                                 alternatives


                                                          Evaluation
                                                              of
                                                         alternatives
                                                                        Close the
                                                                           Sale
Why do customers participate?




 83.3% Love products/services
 72.2% Self Promotion
 16.7% Incentives
 11.1% Program Requirements
REFERENCEABILITY BIORHYTHM
positive




              Win!




neutral

          1                                 2                               Business impacted
                     Early implementation       Live!   Fully implemented

negative
LET’S GET REAL

                 Melissa Mertl
                 Global Customer Reference Program
                 Manager
JUNIPER NETWORKS
  •   Surprises
  •   Common roadblocks
  •   Recruitment
  •   What worked well
  •   What you can learn from this
LET’S GET SHARING
 • How do you recruit customers?

 • Internally and externally

 • Average win to reference conversion %
INTERNAL PROGRAMS
 •   Sales nominations/Incentive programs
 •   New Customer acquisitions
 •   Early Adopter and Beta programs
 •   Customer Campaigns and surveys
 •   Country/Regional KPI’s
 •   Executive Sponsorship Programs
EXTERNAL PROGRAMS
 •   Branded Programs
 •   Partner Programs
 •   User Groups
 •   Social Media monitoring
 •   Executive Programs
POP QUIZ
How do you know if you have a winning pipeline?
   –   Quantity?
   –   Quality?
   –   Both?
   –   Neither?
LET’S GET ROWDY
Interactive Thing!
Write things down!
Actionable Stuff!
Group Activity!
LET’S GET ROWDY
 • Workshop time :o)
 • Work in groups, appoint a spokesperson
 • What’s your strategy for finding fanatics?
THREE COMPANIES
GLOBAL
 •   Big, complex organisation
 •   2,000 salespeople
 •   Regional and country ref managers
 •   90% sales direct
SME
 •   Limited resources
 •   100 salespeople
 •   Global program run from one country
 •   90% sales direct
GLOBAL CHANNEL
 •   Large Enterprise
 •   Channel-focused sales force
 •   No idea who most of its customers are
 •   95% via channel, 5% direct
TASK
 • Agree on your five top ways of recruiting
   reference customers for this organisation

 • Include an internal and external technique
PRESENT YOUR IDEAS
WHAT QUESTIONS DO YOU HAVE?
KEEP IN TOUCH IN TOUCH
          KEEP

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Finding Fanatics

  • 1. 2012 Summit on Customer Engagement FINDING FANATICS Caroline Thomas, Metia Melissa Mertl, Juniper Networks Robin Hamilton, inEvidence
  • 2. About You AGENDA Finding Fanatics Real-world Example Interaction (it’s good for you) Questions
  • 4. THE PROCESS It is challenging to keep the pipeline filled You wish the process was easier.
  • 5. PROGRAM SIZE Most programs are either modest or huge. Can your program scale?
  • 6. WHAT IT TAKES The smaller the program, the bigger the coffee cup. You are a tenacious, funny, driven, and highly caffeinated bunch
  • 7. FINDING REFERENCES Sales team recruiting is the greatest resource for keeping your pipeline filled
  • 8. SOCIAL MEDIA Who has time for it? It doesn’t have to be all or nothing.
  • 9. TOOLS OF THE TRADE Does your choice of movies influence the way you work?
  • 10. WHAT IS CUSTOMER ADVOCACY ABOUT?
  • 11. Drive Business • Effect Sales • Influences the conversation • Loyal customers produce multiple references • Enable growth with prospects • Perceived distinction
  • 12. TEAM WORK! Sales and Marketing Reference Program Customer
  • 13. THE BUYING CYCLE Needs arousal • Logos/Quotes Post- • Case studies • Stats and Trends Brand purchase • Social Media Awareness behavior • Whitepapers • Customer to prospect calls • Case studies • Webinars • Datasheets Purchase Selection of • Product/service • Demos decision alternatives focused content • Whitepapers • Datasheets Evaluation of alternatives • Price/Feature Comparisons • ROI Calculators
  • 14. THE SELLING CYCLE Deliver Recognize and Needs Evaluate Needs arousal Post- Brand purchase Awareness behavior Formulate Solution Purchase Selection of decision alternatives Evaluation of alternatives Close the Sale
  • 15. ENGAGEMENT CYCLE • Logos Acquisition • Quotes • Press release • Video • Short case study • Event speaker Upgrade Implementation • Sales call • Site visit Operation • Press release • Analyst calls
  • 16. PUTTING IT TOGETHER Upgrade Deliver Recognize and Needs Evaluate Operation Needs arousal Post- Brand purchase Awareness behavior Implemen- tation Formulate Solution Purchase Selection of Acquisition decision alternatives Evaluation of alternatives Close the Sale
  • 17. Why do customers participate? 83.3% Love products/services 72.2% Self Promotion 16.7% Incentives 11.1% Program Requirements
  • 18.
  • 19. REFERENCEABILITY BIORHYTHM positive Win! neutral 1 2 Business impacted Early implementation Live! Fully implemented negative
  • 20. LET’S GET REAL Melissa Mertl Global Customer Reference Program Manager
  • 21. JUNIPER NETWORKS • Surprises • Common roadblocks • Recruitment • What worked well • What you can learn from this
  • 22. LET’S GET SHARING • How do you recruit customers? • Internally and externally • Average win to reference conversion %
  • 23. INTERNAL PROGRAMS • Sales nominations/Incentive programs • New Customer acquisitions • Early Adopter and Beta programs • Customer Campaigns and surveys • Country/Regional KPI’s • Executive Sponsorship Programs
  • 24. EXTERNAL PROGRAMS • Branded Programs • Partner Programs • User Groups • Social Media monitoring • Executive Programs
  • 25. POP QUIZ How do you know if you have a winning pipeline? – Quantity? – Quality? – Both? – Neither?
  • 26. LET’S GET ROWDY Interactive Thing! Write things down! Actionable Stuff! Group Activity!
  • 27. LET’S GET ROWDY • Workshop time :o) • Work in groups, appoint a spokesperson • What’s your strategy for finding fanatics?
  • 29. GLOBAL • Big, complex organisation • 2,000 salespeople • Regional and country ref managers • 90% sales direct
  • 30. SME • Limited resources • 100 salespeople • Global program run from one country • 90% sales direct
  • 31. GLOBAL CHANNEL • Large Enterprise • Channel-focused sales force • No idea who most of its customers are • 95% via channel, 5% direct
  • 32. TASK • Agree on your five top ways of recruiting reference customers for this organisation • Include an internal and external technique
  • 34. WHAT QUESTIONS DO YOU HAVE?
  • 35. KEEP IN TOUCH IN TOUCH KEEP