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GET REAL: EVALUATING YOUR ABM TECH
STACK FOR MAXIMUM ROI
JOHN DERING | SR. DIRECTOR, ABM TECHNOLOGY & STRATEGY
DEMANDBASE
AGENDA
§ SURVEYING MARTECH LANDSCAPE FOR ABM
§ ABM TECH CONSIDERATIONS BY ABM TYPE
§ DO’S & DON'TS OF ABM TECH PURCHASES
§ 4 P’S OF ABM TECHNOLOGY ADOPTION
§ ASSESSING & OPTIMIZING THE ABM TECH STACK
§ ABM TECH STACK EVALUATOR
© 2019 DEMANDBASE SLIDE 3
CMO REPORTED MARTECH SPEND
11.2% of Rev
Total Annual Revenue Mktg Budget
22% of Mktg Budget
Total Mktg Budget MarTech Budget
Source: Gartner (Oct 2018 CMO Budget Survey; n= 618)
© 2019 DEMANDBASE SLIDE 4
MARTECH FUELS FAST GROWING COMPANIES
§ Fast-growing companies
spend 15% of their total
budget on Marketing
Technologies.
§ Technology does not make
a company grow faster.
Source: Edison Partners Growth Index
© 2019 DEMANDBASE SLIDE 5
CURRENT STATE OF ABM TECH ADOPTION
Practicing ABM New to ABM
Planning ABM No ABM Plans
82%Adopted or Plan to
Adopt ABM Strategy
More likely to report existing
technology stack “poor’ or
‘very poor’ at supporting
ABM programs4x
3x More likely to report ABM
technology supports marketing
programs ‘well’ or ‘very well’
Cite: The State of The ABM Tech Stack Survey – Demand Metric & Demandbase 2019
© 2019 DEMANDBASE SLIDE 6
2011
~150
2012
~350
2014
~1000
2015
~2000
2016
~3500
2017
~5000
2018
~6800
Marketing Technology Landscape Image Credit: Scott Brinker & ChiefMartech.com
MARKETING TECHNOLOGY EXPLOSION
2019
2019
+7000
…Let’s just call it the
“Martech 5000”
© 2019 DEMANDBASE SLIDE 7
ABM TECHNOLOGY CONSIDERATIONS BY TIERS OF ABM
It’s a Continuum…
New LOBs
Personalization
Engagement Signals
Data & Insights
Account Prioritization
Bespoke Campaigns
Always On
Thought Leadership
Orchestrated Campaigns
1:1
Strategic ABM
1:Few
Segment ABM
1:Many
ABM @ Scale
InvestmentperAccount
PersonalizationperAccount
• Sales Insights
• Measurement
• Attribution
• Testing /
Optimization
• Agile
• CRM
• MAS
• Social
• Contact
Acquisition
• Collaboration
• Compliance
• Budgeting
• Design /
Creative /
Brand
• Hosting
DO’S & DON'TS OF ABM TECH PURCHASES
© 2019 DEMANDBASE SLIDE 9
KNOWING A CHALLENGE WHEN YOU SEE IT
4 P’S OF ABM TECHNOLOGY ADOPTION
© 2019 DEMANDBASE SLIDE 11
Product
People
Process
Performance
4 P’S OF
ABM TECH
ADOPTION
© 2019 DEMANDBASE SLIDE 12
• Value Proposition
• Platform / Point Solutions
• Security / Governance
• Return on Investment
4 P’S OF
ABM TECH
ADOPTION
PRODUCT
© 2019 DEMANDBASE SLIDE 13
• Stakeholders / Owners
• End Users
• Day-to-day Management
• On-boarding / Training
• Compliance / Procurement
• Reporting / Performance
4 P’S OF
ABM TECH
ADOPTION
PEOPLE
© 2019 DEMANDBASE SLIDE 14
• Governance
• Implementation
• Integration
• Training
• Adoption
• Maintenance
• Growth
4 P’S OF
ABM TECH
ADOPTION
PROCESS
© 2019 DEMANDBASE SLIDE 15
• Determining ROI
• Measurement
• Iterating
4 P’S OF
ABM TECH
ADOPTION
PERFORMANCE
ASSESSING & OPTIMIZING ABM TECH STACK
© 2019 DEMANDBASE SLIDE 17
DEMANDBASE ABM LIFECYCLE TECH STACK
TARGET
ACCOUNTS
ANALYTICS
MARKETINGO
PERATIONS
© 2019 DEMANDBASE SLIDE 18
CURRENT STACK ASSESSMENT
Technologies for
managing Customer
Experience
50+
Current investment in
technologies
exclusively for
marketing
$XXK
Technologies owned
exclusively by
marketing
25
Technologies owned
by marketing with
redundant features
5
Categories Include:
• CRM
• MAS
• ABM
• Attribution/BI
• Data
• Agile Comms/Project Mgmnt
• Digital Marketing
• Social Media
• Marketing Ops
• Sales Automation
• Sales Gamification
• Website Experience
• Video
• Analytics/Testing
• eLearning
• Direct Mail
• Events (live & virtual)
• Renewal management
• Integrations
© 2019 DEMANDBASE SLIDE 19
• Define Business Challenges
• Build/Support Business
Case
• Evaluation Plan &
Procurement
• Management Plan
ACQUISITION &
RENEWALS
© 2019 DEMANDBASE SLIDE 20
• Define Business Pain/Need
• Stakeholders Roles
• Success Measurement Plan
• Spending Guidance
BUSINESS CASE
JUSTIFICATION
© 2019 DEMANDBASE SLIDE 21
EVALUATION PLAN: PROCESS GUIDELINES
NET NEW ACQUISTION RENEWAL/UPGRADE/FAST TRACK
Bypass RFP-style
approach and move
to late Ideate or
Prototype Stage
Source: The Real Story Group – How to Buy Technology the Right Way
EMPATHIZE
Narrative scenarios that encompass the entire
experience; not features. Described, not
prescribe.
DEFINE
Shortlist options based on fundamental
strengths that align with user stories, INITIATE
PROCUREMENT - LEVEL 1
IDEATE
Review proposals for art of possible and
reshape user stories as needed. Conduct
realistic demos for how solution meet needs.
PROTOTYPE
• Real Scenarios
• Real Content
• Real People
• Real Environment
TEST
Optional Proof of Concept (POC)
Conduct competitive proof of concepts
BUY
FINALIZE PROCUREMENT – LEVEL 2
IDENTIFY
Pressing Business Challenge for Evaluation
© 2019 DEMANDBASE SLIDE 22
EVALUATION PLAN: PROCUREMENT PROCESSES
LEVEL1
Department
identifies
Business Use
Case for Tool /
Solution
Departmental
Approval?
Personal
Data?
IT Required for
security &
Integration?
Identify
Preferred
Vendor
Provide NDA to
disclose
information
about
Demandbase
Request: Soc 2
& PENTEST
Reports
Forward to: EMAIL
SFDC /
MarTech
Integrations?
Send vendor:
• InfoSec Questions
• DPA
• Decide if DPIA
Forward request to: EMAIL
Engage
IT for
Review
Engage
Marketing Tech
& Sales Ops for
review
LEVEL2
Review &
Negotiate
contracts &
final DPA
Import
contract with
DPA to
DocuSign
Send out for
Signatures IMPLEMENT
Personal Data Example List:
• Name (employee or
customer)
• Address
• SSN
• ID Address
• Cookie id / online Identifiers
• Phone Numbers
• Email Addresses
• Gov’t ID number
• Medical / health Info
• Financial Info
Trial / PoC
Successful
Trial? Ready
to Buy?
**** NDA should be secured before any internal data is shared and security, privacy and
contract reviews must be complete before signing any agreement. ****
YES YES
YES
YES YES
YES
NO
NO
NO
NO
NO
ABM STACK EVALUATOR
© 2019 DEMANDBASE SLIDE 24
ABM TECH STACK EVALUATOR
Your go-to resource for ABM
tech stack info
§ Easy, simple approach to evaluate
your ABM Tech Stack
§ Find technologies to solve your most
pressing ABM challenges
§ Get a customized report you can use
to plan your next ABM technology move.
§ Available at Demandbase.com/abm-tech-
stack-evaluator/
© 2019 DEMANDBASE SLIDE 25
ABM TECH STACK EVALUATOR
Answer 7 Quick Questions on:
§ Target Account Identification
§ Creating Awareness at Target Accounts
§ Identifying and Reaching the Buying Team
§ Account Engagement
§ Content Marketing In ABM
§ Orchestrating and Launching ABM
Campaigns
§ ABM Analytics & Measurement
© 2019 DEMANDBASE SLIDE 26
ABM TECH STACK EVALUATOR
You’ll get a customized
report for:
§ Identifying the best solution
approach for your specific ABM
challenge
§ Understanding the nuances of
technologies which you should
consider
§ Benchmarks on how many other
marketers have the same challenges
§ Additional resources to turn this
report into action.
© 2019 DEMANDBASE SLIDE 27
• Choosing The Right ABM Tech Makes
a Difference
• Choose ABM Technologies Based
Upon Business Needs
• Successful ABM is More Than Just
Your Technology Investment
• ABM Stack Evaluator Makes Finding
the Right ABM Technology Easy
KEY TAKE AWAYS
THANK YOU

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Get Real: Evaluating Your ABM Tech Stack for Maximum ROI

  • 1. GET REAL: EVALUATING YOUR ABM TECH STACK FOR MAXIMUM ROI JOHN DERING | SR. DIRECTOR, ABM TECHNOLOGY & STRATEGY DEMANDBASE
  • 2. AGENDA § SURVEYING MARTECH LANDSCAPE FOR ABM § ABM TECH CONSIDERATIONS BY ABM TYPE § DO’S & DON'TS OF ABM TECH PURCHASES § 4 P’S OF ABM TECHNOLOGY ADOPTION § ASSESSING & OPTIMIZING THE ABM TECH STACK § ABM TECH STACK EVALUATOR
  • 3. © 2019 DEMANDBASE SLIDE 3 CMO REPORTED MARTECH SPEND 11.2% of Rev Total Annual Revenue Mktg Budget 22% of Mktg Budget Total Mktg Budget MarTech Budget Source: Gartner (Oct 2018 CMO Budget Survey; n= 618)
  • 4. © 2019 DEMANDBASE SLIDE 4 MARTECH FUELS FAST GROWING COMPANIES § Fast-growing companies spend 15% of their total budget on Marketing Technologies. § Technology does not make a company grow faster. Source: Edison Partners Growth Index
  • 5. © 2019 DEMANDBASE SLIDE 5 CURRENT STATE OF ABM TECH ADOPTION Practicing ABM New to ABM Planning ABM No ABM Plans 82%Adopted or Plan to Adopt ABM Strategy More likely to report existing technology stack “poor’ or ‘very poor’ at supporting ABM programs4x 3x More likely to report ABM technology supports marketing programs ‘well’ or ‘very well’ Cite: The State of The ABM Tech Stack Survey – Demand Metric & Demandbase 2019
  • 6. © 2019 DEMANDBASE SLIDE 6 2011 ~150 2012 ~350 2014 ~1000 2015 ~2000 2016 ~3500 2017 ~5000 2018 ~6800 Marketing Technology Landscape Image Credit: Scott Brinker & ChiefMartech.com MARKETING TECHNOLOGY EXPLOSION 2019 2019 +7000 …Let’s just call it the “Martech 5000”
  • 7. © 2019 DEMANDBASE SLIDE 7 ABM TECHNOLOGY CONSIDERATIONS BY TIERS OF ABM It’s a Continuum… New LOBs Personalization Engagement Signals Data & Insights Account Prioritization Bespoke Campaigns Always On Thought Leadership Orchestrated Campaigns 1:1 Strategic ABM 1:Few Segment ABM 1:Many ABM @ Scale InvestmentperAccount PersonalizationperAccount • Sales Insights • Measurement • Attribution • Testing / Optimization • Agile • CRM • MAS • Social • Contact Acquisition • Collaboration • Compliance • Budgeting • Design / Creative / Brand • Hosting
  • 8. DO’S & DON'TS OF ABM TECH PURCHASES
  • 9. © 2019 DEMANDBASE SLIDE 9 KNOWING A CHALLENGE WHEN YOU SEE IT
  • 10. 4 P’S OF ABM TECHNOLOGY ADOPTION
  • 11. © 2019 DEMANDBASE SLIDE 11 Product People Process Performance 4 P’S OF ABM TECH ADOPTION
  • 12. © 2019 DEMANDBASE SLIDE 12 • Value Proposition • Platform / Point Solutions • Security / Governance • Return on Investment 4 P’S OF ABM TECH ADOPTION PRODUCT
  • 13. © 2019 DEMANDBASE SLIDE 13 • Stakeholders / Owners • End Users • Day-to-day Management • On-boarding / Training • Compliance / Procurement • Reporting / Performance 4 P’S OF ABM TECH ADOPTION PEOPLE
  • 14. © 2019 DEMANDBASE SLIDE 14 • Governance • Implementation • Integration • Training • Adoption • Maintenance • Growth 4 P’S OF ABM TECH ADOPTION PROCESS
  • 15. © 2019 DEMANDBASE SLIDE 15 • Determining ROI • Measurement • Iterating 4 P’S OF ABM TECH ADOPTION PERFORMANCE
  • 16. ASSESSING & OPTIMIZING ABM TECH STACK
  • 17. © 2019 DEMANDBASE SLIDE 17 DEMANDBASE ABM LIFECYCLE TECH STACK TARGET ACCOUNTS ANALYTICS MARKETINGO PERATIONS
  • 18. © 2019 DEMANDBASE SLIDE 18 CURRENT STACK ASSESSMENT Technologies for managing Customer Experience 50+ Current investment in technologies exclusively for marketing $XXK Technologies owned exclusively by marketing 25 Technologies owned by marketing with redundant features 5 Categories Include: • CRM • MAS • ABM • Attribution/BI • Data • Agile Comms/Project Mgmnt • Digital Marketing • Social Media • Marketing Ops • Sales Automation • Sales Gamification • Website Experience • Video • Analytics/Testing • eLearning • Direct Mail • Events (live & virtual) • Renewal management • Integrations
  • 19. © 2019 DEMANDBASE SLIDE 19 • Define Business Challenges • Build/Support Business Case • Evaluation Plan & Procurement • Management Plan ACQUISITION & RENEWALS
  • 20. © 2019 DEMANDBASE SLIDE 20 • Define Business Pain/Need • Stakeholders Roles • Success Measurement Plan • Spending Guidance BUSINESS CASE JUSTIFICATION
  • 21. © 2019 DEMANDBASE SLIDE 21 EVALUATION PLAN: PROCESS GUIDELINES NET NEW ACQUISTION RENEWAL/UPGRADE/FAST TRACK Bypass RFP-style approach and move to late Ideate or Prototype Stage Source: The Real Story Group – How to Buy Technology the Right Way EMPATHIZE Narrative scenarios that encompass the entire experience; not features. Described, not prescribe. DEFINE Shortlist options based on fundamental strengths that align with user stories, INITIATE PROCUREMENT - LEVEL 1 IDEATE Review proposals for art of possible and reshape user stories as needed. Conduct realistic demos for how solution meet needs. PROTOTYPE • Real Scenarios • Real Content • Real People • Real Environment TEST Optional Proof of Concept (POC) Conduct competitive proof of concepts BUY FINALIZE PROCUREMENT – LEVEL 2 IDENTIFY Pressing Business Challenge for Evaluation
  • 22. © 2019 DEMANDBASE SLIDE 22 EVALUATION PLAN: PROCUREMENT PROCESSES LEVEL1 Department identifies Business Use Case for Tool / Solution Departmental Approval? Personal Data? IT Required for security & Integration? Identify Preferred Vendor Provide NDA to disclose information about Demandbase Request: Soc 2 & PENTEST Reports Forward to: EMAIL SFDC / MarTech Integrations? Send vendor: • InfoSec Questions • DPA • Decide if DPIA Forward request to: EMAIL Engage IT for Review Engage Marketing Tech & Sales Ops for review LEVEL2 Review & Negotiate contracts & final DPA Import contract with DPA to DocuSign Send out for Signatures IMPLEMENT Personal Data Example List: • Name (employee or customer) • Address • SSN • ID Address • Cookie id / online Identifiers • Phone Numbers • Email Addresses • Gov’t ID number • Medical / health Info • Financial Info Trial / PoC Successful Trial? Ready to Buy? **** NDA should be secured before any internal data is shared and security, privacy and contract reviews must be complete before signing any agreement. **** YES YES YES YES YES YES NO NO NO NO NO
  • 24. © 2019 DEMANDBASE SLIDE 24 ABM TECH STACK EVALUATOR Your go-to resource for ABM tech stack info § Easy, simple approach to evaluate your ABM Tech Stack § Find technologies to solve your most pressing ABM challenges § Get a customized report you can use to plan your next ABM technology move. § Available at Demandbase.com/abm-tech- stack-evaluator/
  • 25. © 2019 DEMANDBASE SLIDE 25 ABM TECH STACK EVALUATOR Answer 7 Quick Questions on: § Target Account Identification § Creating Awareness at Target Accounts § Identifying and Reaching the Buying Team § Account Engagement § Content Marketing In ABM § Orchestrating and Launching ABM Campaigns § ABM Analytics & Measurement
  • 26. © 2019 DEMANDBASE SLIDE 26 ABM TECH STACK EVALUATOR You’ll get a customized report for: § Identifying the best solution approach for your specific ABM challenge § Understanding the nuances of technologies which you should consider § Benchmarks on how many other marketers have the same challenges § Additional resources to turn this report into action.
  • 27. © 2019 DEMANDBASE SLIDE 27 • Choosing The Right ABM Tech Makes a Difference • Choose ABM Technologies Based Upon Business Needs • Successful ABM is More Than Just Your Technology Investment • ABM Stack Evaluator Makes Finding the Right ABM Technology Easy KEY TAKE AWAYS