This document discusses marketing automation in the financial services industry. It finds that adoption of marketing automation is currently low in financial services at around 4-6% penetration. Some key challenges for financial services include complex sales channels, large buyer segments, and compliance requirements. The document then outlines steps for a successful marketing automation strategy, including understanding buyers, creating a content strategy, developing a lead management architecture, focusing on best of breed technology, reporting, and managing compliance.
In this presentation to the Argyle CMO Forum, Dr Volker G. Hildebrand, SAP Hybris talks "Rethinking Personlization" into the core capabilities in developing an individualized personalization strategy in which customers are identified and treated as individuals.
How marketing can report revenue analytics that don’t lieLeanData
There are some nasty blind curves when you need to show how marketing campaigns impact revenue.
Listen to the 30-minute webcast where you’ll learn:
- How to get your company on the path to revenue reporting
- The surprising obstacles that kill great reporting and how to overcome them
- The cost of only taking half-steps to revenue reporting
- Be successful at Account-Based Marketing
Tom Grubb, the Chief Strategy Officer with Digital Pi will discuss with Dan Ziman his insight on how marketing can report revenue analytics that don't lie.
Presentation made by Diogo Rebelo at the DRI Marketing Automation event (http://marketing.automation.pt/) on October 30th 2014.
In this presentation, Diogo goes over the concept of Marketing Automation. Much more than a set of tools or a series of emails, Marketing Automation is a strategy that encompasses all the touchpoints between a company and a customer, throughout the whole customer lifecycle.
In this presentation to the Argyle CMO Forum, Dr Volker G. Hildebrand, SAP Hybris talks "Rethinking Personlization" into the core capabilities in developing an individualized personalization strategy in which customers are identified and treated as individuals.
How marketing can report revenue analytics that don’t lieLeanData
There are some nasty blind curves when you need to show how marketing campaigns impact revenue.
Listen to the 30-minute webcast where you’ll learn:
- How to get your company on the path to revenue reporting
- The surprising obstacles that kill great reporting and how to overcome them
- The cost of only taking half-steps to revenue reporting
- Be successful at Account-Based Marketing
Tom Grubb, the Chief Strategy Officer with Digital Pi will discuss with Dan Ziman his insight on how marketing can report revenue analytics that don't lie.
Presentation made by Diogo Rebelo at the DRI Marketing Automation event (http://marketing.automation.pt/) on October 30th 2014.
In this presentation, Diogo goes over the concept of Marketing Automation. Much more than a set of tools or a series of emails, Marketing Automation is a strategy that encompasses all the touchpoints between a company and a customer, throughout the whole customer lifecycle.
How big data and psychographics are changing B2B marketing - Richard RobinsonB2B Marketing Forum
The impact of data-driven marketing has never been in sharper focus. But what does this really mean for B2B marketers?
Richard will share how the combination of data analytics, behavioural science and micro-targeting is transforming the way that organisations are engaging with customers and prospects. Enabling businesses to be more customer-centric and bringing the panacea of the ‘right message to the right person at the right time’ within reach.
Discover how to generate demand for your products and services to increase your sales. Learn the demand generation process and content strategy that aligns with lead generation and the buyers journey to effectively increase revenue for your business.
Embracing the Marketing Revolution: Amdocs's Demand Generation JourneyMarketo
To drive success with your global demand generation efforts, you need to partner with a marketing platform that is nimble and scalable. Check out this presentation to learn the key components of Amdocs's demand generation strategy and why they chose Marketo to partner with them on the journey to drive audience engagement.
When you’re in charge of sales for a large enterprise, chances are that your sales teams are dispersed.
They’re managing a diverse portfolio of products and services. And they’re trying their hardest to stay ahead of an increasing field of competition.
It’s never easy—but according to Forrester Research the right sales application can make a world of difference.
Get insights into the potential cost savings and benefits of SAP Cloud for Sales, today’s modern sales application.
Learn how you can achieve:
· 12% productivity improvement across sales
· 20% improved forecasting effectiveness
· 10% reduction in sales cycle times
Plus, give your sales team unparalleled advantage of engaging with the right customers at the right time, everytime - easily and faster than ever before.
Engage customers like never before: http://sqz.co/Kx9p8DX
Sales tools have evolved beyond just traditional CRM. Top performing sales teams are leveraging cutting edge technology to focus their sales efforts on the best prospects, arm themselves with the most up to date and relevant sales material, and reduce manual or repetitive tasks. Sales Technology enables sales teams to accelerate the sales cycle by doing things smarter, better and faster, and, ultimately, close more and higher quality deals.
Get more from your marketing automation - Act-On & spotONvisionB2B Marketing Forum
Learn how to take your marketing automation to the next level: from basics to an advanced user. You’ll take away practical tools and strategies suitable for any marketing automation platform. This will help you prioritise your activities in your current work and help build your marketing automation in the future.
First Rule of Marketing Analytics: Forget the Customer - Digital Summit Phoenixmbedner
The customer decision journey is no longer linear – the method for measuring it shouldn’t be either. This session will challenge marketers to understand customer acquisition differently, how to construct a marketing measurement funnel, and how to demonstrate holistic results that drive performance and optimization.
Content marketing, inbound marketing, behavioral marketing and more are all generating a great deal of buzz in marketing circles. But, at the heart of all of them is marketing automation – think Silverpop, Marketo, HubSpot and more.
So, what is marketing automation, or MA (we are in marketing so an acronym is required). We put together a SlideShare to help explain marketing automation.
This report details the findings of a joint study by Demand Metric and Salesforce Pardot to study the current state of lifecycle marketing, measuring the adoption of this strategy and how it is performing.
Driving Marketing Automation Success Across the Enterprise: Revenue Funnel MarketoEnterpriseContent
Join Marketo for a webinar on best practices for optimizing each stage of your revenue funnel. You'll learn:
• How to manage the entire funnel from end to end
• Best practices for evaluating your overall technology stack
• Tips on defining the stages of your funnel
This slide introduces the topic of Marketing Analytics, impact of marketing analytics, Dashboard, ePOS, Assortment Planning, and Market Basket Analysis.
Youtube links in the slides:
MARKETING ANALYTICS:
https://www.youtube.com/watch?v=-oHGG5jJPHQ
DYNAMIC PRICING:
https://www.youtube.com/watch?v=cKPaIsOQslo
INTRO TO ePOS:
https://www.youtube.com/watch?v=7VVKtPge-zw
https://www.youtube.com/watch?v=XWuwlChR8c4
MARKET BASKET ANALYSIS
https://www.youtube.com/watch?v=sJWXgcZ-E2g
Gleanster lead nurturing webinar- draft- 012411 finalSalesfusion
Join SalesFUSION for this in-depth review of the state of lead nurturing in a b2b environment. Includes research and best practices from leading b2b research firm, Gleanster and Principle Analyst, Ian Michiels.
IDC provides an overview of the key issues in sales enablement and sales productivity. While sales enablement is a key cornerstone of sales productivity in this challenging economy, IDC finds that most organizations still do not understand the basics of sales enablement or the operational issues that deliver good sales enablement.
What Should Marketers Really be Measuring?LinkedIn
There has never been more pressure on B2B marketers to demonstrate their impact on driving pipeline and revenue results. But are we measuring the right things? Does click-through rate even matter? And have we seen the end of last-click marketing attribution? Is the key to effective B2B lead generation… fewer leads?
These are all questions we’ll be exploring in this presentation.
Learn the fundamentals of marketing analytics. This deck covers the essential analytics for a website, including common KPIs and sample UTM parameters for Google Analytics. Slides from Intelligent.ly class, Marketing Analytics 101, led by Sarah Hodges. This deck reviews:
Email Marketing Metrics
Paid Search Metrics
Social Media / Media Metrics
...and more!
Analyst Presentation: How Top Companies Manage Marketing Across Hundreds of L...DocuStar
Gleanster Principal Analyst and CEO Ian Michiels provides practical guidance for managing marketing at the local level based on his research of more than 500 top marketers from leading companies.
Michiels outlines advice for improving local marketing operations applicable especially for industries like financial services, insurance, manufacturing and franchise-model organizations where corporate marketing supports a network of hundreds and even thousands of local and affiliate marketers.
Visit http://info.docustar.com/marketing_operations_roadmap to download the full corresponding Gleanster research report, “The Marketing Operations Technology Roadmap for Local Marketing Success.”
How big data and psychographics are changing B2B marketing - Richard RobinsonB2B Marketing Forum
The impact of data-driven marketing has never been in sharper focus. But what does this really mean for B2B marketers?
Richard will share how the combination of data analytics, behavioural science and micro-targeting is transforming the way that organisations are engaging with customers and prospects. Enabling businesses to be more customer-centric and bringing the panacea of the ‘right message to the right person at the right time’ within reach.
Discover how to generate demand for your products and services to increase your sales. Learn the demand generation process and content strategy that aligns with lead generation and the buyers journey to effectively increase revenue for your business.
Embracing the Marketing Revolution: Amdocs's Demand Generation JourneyMarketo
To drive success with your global demand generation efforts, you need to partner with a marketing platform that is nimble and scalable. Check out this presentation to learn the key components of Amdocs's demand generation strategy and why they chose Marketo to partner with them on the journey to drive audience engagement.
When you’re in charge of sales for a large enterprise, chances are that your sales teams are dispersed.
They’re managing a diverse portfolio of products and services. And they’re trying their hardest to stay ahead of an increasing field of competition.
It’s never easy—but according to Forrester Research the right sales application can make a world of difference.
Get insights into the potential cost savings and benefits of SAP Cloud for Sales, today’s modern sales application.
Learn how you can achieve:
· 12% productivity improvement across sales
· 20% improved forecasting effectiveness
· 10% reduction in sales cycle times
Plus, give your sales team unparalleled advantage of engaging with the right customers at the right time, everytime - easily and faster than ever before.
Engage customers like never before: http://sqz.co/Kx9p8DX
Sales tools have evolved beyond just traditional CRM. Top performing sales teams are leveraging cutting edge technology to focus their sales efforts on the best prospects, arm themselves with the most up to date and relevant sales material, and reduce manual or repetitive tasks. Sales Technology enables sales teams to accelerate the sales cycle by doing things smarter, better and faster, and, ultimately, close more and higher quality deals.
Get more from your marketing automation - Act-On & spotONvisionB2B Marketing Forum
Learn how to take your marketing automation to the next level: from basics to an advanced user. You’ll take away practical tools and strategies suitable for any marketing automation platform. This will help you prioritise your activities in your current work and help build your marketing automation in the future.
First Rule of Marketing Analytics: Forget the Customer - Digital Summit Phoenixmbedner
The customer decision journey is no longer linear – the method for measuring it shouldn’t be either. This session will challenge marketers to understand customer acquisition differently, how to construct a marketing measurement funnel, and how to demonstrate holistic results that drive performance and optimization.
Content marketing, inbound marketing, behavioral marketing and more are all generating a great deal of buzz in marketing circles. But, at the heart of all of them is marketing automation – think Silverpop, Marketo, HubSpot and more.
So, what is marketing automation, or MA (we are in marketing so an acronym is required). We put together a SlideShare to help explain marketing automation.
This report details the findings of a joint study by Demand Metric and Salesforce Pardot to study the current state of lifecycle marketing, measuring the adoption of this strategy and how it is performing.
Driving Marketing Automation Success Across the Enterprise: Revenue Funnel MarketoEnterpriseContent
Join Marketo for a webinar on best practices for optimizing each stage of your revenue funnel. You'll learn:
• How to manage the entire funnel from end to end
• Best practices for evaluating your overall technology stack
• Tips on defining the stages of your funnel
This slide introduces the topic of Marketing Analytics, impact of marketing analytics, Dashboard, ePOS, Assortment Planning, and Market Basket Analysis.
Youtube links in the slides:
MARKETING ANALYTICS:
https://www.youtube.com/watch?v=-oHGG5jJPHQ
DYNAMIC PRICING:
https://www.youtube.com/watch?v=cKPaIsOQslo
INTRO TO ePOS:
https://www.youtube.com/watch?v=7VVKtPge-zw
https://www.youtube.com/watch?v=XWuwlChR8c4
MARKET BASKET ANALYSIS
https://www.youtube.com/watch?v=sJWXgcZ-E2g
Gleanster lead nurturing webinar- draft- 012411 finalSalesfusion
Join SalesFUSION for this in-depth review of the state of lead nurturing in a b2b environment. Includes research and best practices from leading b2b research firm, Gleanster and Principle Analyst, Ian Michiels.
IDC provides an overview of the key issues in sales enablement and sales productivity. While sales enablement is a key cornerstone of sales productivity in this challenging economy, IDC finds that most organizations still do not understand the basics of sales enablement or the operational issues that deliver good sales enablement.
What Should Marketers Really be Measuring?LinkedIn
There has never been more pressure on B2B marketers to demonstrate their impact on driving pipeline and revenue results. But are we measuring the right things? Does click-through rate even matter? And have we seen the end of last-click marketing attribution? Is the key to effective B2B lead generation… fewer leads?
These are all questions we’ll be exploring in this presentation.
Learn the fundamentals of marketing analytics. This deck covers the essential analytics for a website, including common KPIs and sample UTM parameters for Google Analytics. Slides from Intelligent.ly class, Marketing Analytics 101, led by Sarah Hodges. This deck reviews:
Email Marketing Metrics
Paid Search Metrics
Social Media / Media Metrics
...and more!
Analyst Presentation: How Top Companies Manage Marketing Across Hundreds of L...DocuStar
Gleanster Principal Analyst and CEO Ian Michiels provides practical guidance for managing marketing at the local level based on his research of more than 500 top marketers from leading companies.
Michiels outlines advice for improving local marketing operations applicable especially for industries like financial services, insurance, manufacturing and franchise-model organizations where corporate marketing supports a network of hundreds and even thousands of local and affiliate marketers.
Visit http://info.docustar.com/marketing_operations_roadmap to download the full corresponding Gleanster research report, “The Marketing Operations Technology Roadmap for Local Marketing Success.”
Webinar - How Marketing Automation can sales fall in love with CRMSalesfusion
SalesFUSION and Analyst firm, Gleanster present a compelling look at how a properly implemented marketing automation solution can dramatically improve CRM adoption and usage by Sales
Marketing automation software or strategy webinarMarketo
“Marketing Automation is no longer an optional solution but … essential to assure business success.”Nucleus Research: “Marketing Automation Drives Business Success” 2019
As marketers, we are all feeling the pressure to measure the impact of every dollar we spend on marketing, and today, there is mounting focus put on the direct revenue impact of marketing on revenue. During this webinar we will showcase a framework for revenue marketers to maximize ROI through their digital marketing efforts.
[Demand Generation Webinar] Companies Hoping to Steadily Land New Clients Mus...McRae and Company
Originally recorded in June 2015. Speaker: Mark Woodbridge, SVP, Salesfusion.
Learn how to turn a cold sales call into a smart sales call. B2B businesses adopting marketing automation join marketing and sales into a single team through common business generation goals.
Building a Business Case for Localized Marketing AutomationGleanster Research
Join Gleanster Principal Analyst for a look at building a business case for localized marketing automation. You'll learn how to frame the challenges internally, how LMA technology can help facilitate cost savings and sales lift, and most importantly - how to justify the investment with tangible numbers.
Michiels references an ROI model built by Gleanster that allows marketers to calculate the benefits of localized marketing using internal numbers.
Building a Business Case for Localized Marketing AutomationIan Michiels
Join Gleanster Principal Analyst for a look at building a business case for localized marketing automation. You'll learn how to frame the challenges internally, how LMA technology can help facilitate cost savings and sales lift, and most importantly - how to justify the investment with tangible numbers.
Michiels references an ROI model built by Gleanster that allows marketers to calculate the benefits of localized marketing using internal numbers.
Parth\'s in it\'s endeavour to manage sales effectively with real time communication tools ,developed the crm,which will guide companies towards excellence in customer relationship.
Measuring the Effectiveness of B2B MarketingHileman Group
Measuring the business impact of digital marketing efforts continues to be one of the biggest struggles in B2B. Learning how to effectively measure these campaigns will help ensure the success of your team and organization. View this presentation to learn how to integrate data, measure ROI and more in order to improve your B2B marketing efforts.
Download the PDF: https://www.demandmetric.com/content/digital-marketing-best-practices-report
It has been said that “All Marketing is Digital Marketing.” And with good reason! In the last decade (or less), the marketing environment has been transformed.
Marketing has moved from an environment in which traditional marketing, brick and mortar storefronts and Digital Marketing options all competed for the time, attention and resources of the marketing department to one in which Digital Marketing reigns supreme – with an occasional nod in the direction of the storefront, or traditional marketing (direct mail, print advertising, etc.)
One of the biggest challenges of Digital Marketing is the speed of which it has taken over the marketing organization, often in an ad hoc, uncoordinated fashion.
Demand Metric’s research has consistently shown that Digital Marketing has a very significant and positive impact on the organizations that are employing it when they do so by following best practices and processes in a coordinated, holistic approach.
In this Best Practices Report on Digital Marketing we will cover the Digital Marketing landscape in five distinct categories - Content Marketing, Social Media Marketing, Mobile Marketing, Video Marketing and Public Relations
Triggered Nurturing using Marketing Automation in Sitecore 9edynamic
In the past, triggering a lead nurturing program off of website behavior necessitated the use of data and analytics integrations of some type. For most platforms, it still does, but Sitecore had brought this functionality under one roof in their last version, and improved it even further in Sitecore 9.
Studies upon studies have been done on how efficient you could be, and how much more ROI you’d gain, if you’d just put an organized lead management process in place. Easier said than done though, and best practices are only a good starting point to get your mind around the concept.
Whether you are looking to optimize your CMS or Re-platform to a new one, attend this webinar to walk away with actionable best practices. This webinar will also help you understand the latest cutting edge features available today in best of breed CMS systems and how to use these features to its maximum potential to drive real results.
Law Firm Websites in 2018: Bottlenecks & Recommendationsedynamic
The legal industry is facing significant headwinds due to flat growth, increased competition, and increased client demands. In order to compete in a crowded marketplace, firms must evolve and differentiate themselves to win new business and grow
Progressive Web Apps, also known as Installable Web Apps or Hybrid Web Apps, is the latest industry trend helping businesses create more engaged and loyal customers by presenting regular web pages or websites as traditional applications or native mobile applications to the users.
A Revenue Engine increases revenue for organizations by seamlessly aligning demand gen strategies with business processes and the customer journey, providing a single view of the customer and integrating an optimized CX tech stack.
Engagement strategies for law firms to compete in the age of the customeredynamic
Today’s business relationships can be initiated online using personalized thought leadership content to attract prospects to your firm, engage with your attorneys, and transport them along a buying journey to becoming a client. Your digital platform is now the tool that builds trust and relationships with your clients.
Mid-market marketers’ task is lot tougher compared to large enterprise marketers due to limited budget, lean resources, and complex client needs. For mid-market businesses, it’s vital to be able to compete on a level playing field with industry giants.
Learn how a winning combination of a best-in-class digital experience platform in combination with an award-winning agency with a full Marketing Operations model can drive business success and measurable marketing ROI.
Customers no longer follow neat, linear paths toward a purchase. Instead, they utilize various channels across their lifecycle and with each interaction, your organization must be able to capture their past interactions, preferences, and data to advance their journey – and provide the right customer experience, no matter the channel. With the modern customer journey being nearly impossible to predict, the impact of omni-channel consistency is key.
Contextual Commerce: Best Practices for Winning with Customer Experience with...edynamic
Commerce has evolved. To win customers, you need to win their hearts and minds with customer experience. Great commerce experiences start with understanding your customers, delivering relevant content based on who they are and where they are in the buying journey to allow shoppers to make better-informed decisions and bringing convenience to the buying process.
In the complex mobile technology ecosystem, selecting the right development approach can be intimidating.Sitecore mobile solution makes the entire process simple for marketers and technologists.
Why Marketing is Broken, and how Time to Value fixes it!edynamic
Time to Value is a methodology to increase measurable business revenue using Sitecore in under 30 days. Business demands positive results, Marketers who don’t shift the needle, and who are not data driven simply won’t survive the customer experience revolution.
Scott Stocker shares the best practices you can follow while upgrading your Sitecore environment to its latest version. He also shares handy solutions for common challenges you may face.
Crossing Paths: Meet Customers Wherever They Are on Their Journeyedynamic
Caroline Schmid, edynamic’s Vice President for Demand Generation Services will help you to encounter your customers and prospects one-to-one in her session – combining marketing technologies for omni-channel communication.
First Things First: Building and Effective Marketing Strategy
Too many companies (and marketers) jump straight into activation planning without formalizing a marketing strategy. It may seem tedious, but analyzing the mindset of your targeted audiences and identifying the messaging points most likely to resonate with them is time well spent. That process is also a great opportunity for marketers to collaborate with sales leaders and account managers on a galvanized go-to-market approach. I’ll walk you through the methods and tools we use with our clients to ensure campaign success.
Key Takeaways:
-Recognize the critical role of strategy in marketing
-Learn our approach for building an actionable, effective marketing strategy
-Receive templates and guides for developing a marketing strategy
Come learn how YOU can Animate and Illuminate the World with Generative AI's Explosive Power. Come sit in the driver's seat and learn to harness this great technology.
Digital marketing is the art and science of promoting products or services using digital channels to reach and engage with potential customers. It encompasses a wide range of online tactics and strategies aimed at increasing brand visibility, driving website traffic, generating leads, and ultimately, converting those leads into customers.
https://nidmindia.com/
Digital Commerce Lecture for Advanced Digital & Social Media Strategy at UCLA...Valters Lauzums
E-commerce in 2024 is characterized by a dynamic blend of opportunities and significant challenges. Supply chain disruptions and inventory shortages are critical issues, leading to increased shipping delays and rising costs, which impact timely delivery and squeeze profit margins. Efficient logistics management is essential, yet it is often hampered by these external factors. Payment processing, while needing to ensure security and user convenience, grapples with preventing fraud and integrating diverse payment methods, adding another layer of complexity. Furthermore, fulfillment operations require a streamlined approach to handle volume spikes and maintain accuracy in order picking, packing, and shipping, all while meeting customers' heightened expectations for faster delivery times.
Amid these operational challenges, customer data has emerged as an important strategy. By focusing on personalization and enhancing customer experience from historical behavior, businesses can deliver improved website and brand experienced, better product recommendations, optimal promotions, and content to meet individual preferences. Better data analytics can also help in effectively creating marketing campaigns, improving customer retention, and driving product development and inventory management.
Innovative formats such as social commerce and live shopping are beginning to impact the digital commerce landscape, offering new ways to engage with customers and drive sales, and may provide opportunity for brands that have been priced out or seen a downturn with post-pandemic shopping behavior. Social commerce integrates shopping experiences directly into social media platforms, tapping into the massive user bases of these networks to increase reach and engagement. Live shopping, on the other hand, combines entertainment and real-time interaction, providing a dynamic platform for showcasing products and encouraging immediate purchases. These innovations not only enhance customer engagement but also provide valuable data for businesses to refine their strategies and deliver superior shopping experiences.
The e-commerce sector is evolving rapidly, and businesses that effectively manage operational challenges and implement innovative strategies are best positioned for long-term success.
Mastering Multi-Touchpoint Content Strategy: Navigate Fragmented User JourneysSearch Engine Journal
Digital platforms are constantly multiplying, and with that, user engagement is becoming more intricate and fragmented.
So how do you effectively navigate distributing and tailoring your content across these various touchpoints?
Watch this webinar as we dive into the evolving landscape of content strategy tailored for today's fragmented user journeys. Understanding how to deliver your content to your users is more crucial than ever, and we’ll provide actionable tips for navigating these intricate challenges.
You’ll learn:
- How today’s users engage with content across various channels and devices.
- The latest methodologies for identifying and addressing content gaps to keep your content strategy proactive and relevant.
- What digital shelf space is and how your content strategy needs to pivot.
With Wayne Cichanski, we’ll explore innovative strategies to map out and meet the diverse needs of your audience, ensuring every piece of content resonates and connects, regardless of where or how it is consumed.
When most people in the industry talk about online or digital reputation management, what they're really saying is Google search and PPC. And it's usually reactive, left dealing with the aftermath of negative information published somewhere online. That's outdated. It leaves executives, organizations and other high-profile individuals at a high risk of a digital reputation attack that spans channels and tactics. But the tools needed to safeguard against an attack are more cybersecurity-oriented than most marketing and communications professionals can manage. Business leaders Leaders grasp the importance; 83% of executives place reputation in their top five areas of risk, yet only 23% are confident in their ability to address it. To succeed in 2024 and beyond, you need to turn online reputation on its axis and think like an attacker.
Key Takeaways:
- New framework for examining and safeguarding an online reputation
- Tools and techniques to keep you a step ahead
- Practical examples that demonstrate when to act, how to act and how to recover
Financial curveballs sent many American families reeling in 2023. Household budgets were squeezed by rising interest rates, surging prices on everyday goods, and a stagnating housing market. Consumers were feeling strapped. That sentiment, however, appears to be waning. The question is, to what extent?
To take the pulse of consumers’ feelings about their financial well-being ahead of a highly anticipated election, ThinkNow conducted a nationally representative quantitative survey. The survey highlights consumers’ hopes and anxieties as we move into 2024. Let's unpack the key findings to gain insights about where we stand.
Most small businesses struggle to see marketing results. In this session, we will eliminate any confusion about what to do next, solving your marketing problems so your business can thrive. You’ll learn how to create a foundational marketing OS (operating system) based on neuroscience and backed by real-world results. You’ll be taught how to develop deep customer connections, and how to have your CRM dynamically segment and sell at any stage in the customer’s journey. By the end of the session, you’ll remove confusion and chaos and replace it with clarity and confidence for long-term marketing success.
Key Takeaways:
• Uncover the power of a foundational marketing system that dynamically communicates with prospects and customers on autopilot.
• Harness neuroscience and Tribal Alignment to transform your communication strategies, turning potential clients into fans and those fans into loyal customers.
• Discover the art of automated segmentation, pinpointing your most lucrative customers and identifying the optimal moments for successful conversions.
• Streamline your business with a content production plan that eliminates guesswork, wasted time, and money.
Mastering Local SEO for Service Businesses in the AI Era is tailored specifically for local service providers like plumbers, dentists, and others seeking to dominate their local search landscape. This session delves into leveraging AI advancements to enhance your online visibility and search rankings through the Content Factory model, designed for creating high-impact, SEO-driven content. Discover the Dollar-a-Day advertising strategy, a cost-effective approach to boost your local SEO efforts and attract more customers with minimal investment. Gain practical insights on optimizing your online presence to meet the specific needs of local service seekers, ensuring your business not only appears but stands out in local searches. This concise, action-oriented workshop is your roadmap to navigating the complexities of digital marketing in the AI age, driving more leads, conversions, and ultimately, success for your local service business.
Key Takeaways:
Embrace AI for Local SEO: Learn to harness the power of AI technologies to optimize your website and content for local search. Understand the pivotal role AI plays in analyzing search trends and consumer behavior, enabling you to tailor your SEO strategies to meet the specific demands of your target local audience. Leverage the Content Factory Model: Discover the step-by-step process of creating SEO-optimized content at scale. This approach ensures a steady stream of high-quality content that engages local customers and boosts your search rankings. Get an action guide on implementing this model, complete with templates and scheduling strategies to maintain a consistent online presence. Maximize ROI with Dollar-a-Day Advertising: Dive into the cost-effective Dollar-a-Day advertising strategy that amplifies your visibility in local searches without breaking the bank. Learn how to strategically allocate your budget across platforms to target potential local customers effectively. The session includes an action guide on setting up, monitoring, and optimizing your ad campaigns to ensure maximum impact with minimal investment.
10 Video Ideas Any Business Can Make RIGHT NOW!
You'll never draw a blank again on what kind of video to make for your business. Go beyond the basic categories and truly reimagine a brand new advanced way to brainstorm video content creation. During this masterclass you'll be challenged to think creatively and outside of the box and view your videos through lenses you may have never thought of previously. It's guaranteed that you'll leave with more than 10 video ideas, but I like to under-promise and over-deliver. Don't miss this session.
Key Takeaways:
How to use the Video Matrix
How to use additional "Lenses"
Where to source original video ideas
Top 3 Ways to Align Sales and Marketing Teams for Rapid GrowthDemandbase
In this session, Demandbase’s Stephanie Quinn, Sr. Director of Integrated and Digital Marketing, Devin Rosenberg, Director of Sales, and Kevin Rooney, Senior Director of Sales Development will share how sales and marketing shapes their day-to-day and what key areas are needed for true alignment.
How to Run Landing Page Tests On and Off Paid Social PlatformsVWO
Join us for an exclusive webinar featuring Mariate, Alexandra and Nima where we will unveil a comprehensive blueprint for crafting a successful paid media strategy focused on landing page testing.With escalating costs in paid advertising, understanding how to maximize each visitor’s experience is crucial for retention and conversion.
This session will dive into the methodologies for executing and analyzing landing page tests within paid social channels, offering a blend of theoretical knowledge and practical insights.
The Pearmill team will guide you through the nuances of setting up and managing landing page experiments on paid social platforms. You will learn about the critical rules to follow, the structure of effective tests, optimal conversion duration and budget allocation.
The session will also cover data analysis techniques and criteria for graduating landing pages.
In the second part of the webinar, Pearmill will explore the use of A/B testing platforms. Discover common pitfalls to avoid in A/B testing and gain insights into analyzing A/B tests results effectively.
Videos are more engaging, more memorable, and more popular than any other type of content out there. That’s why it’s estimated that 82% of consumer traffic will come from videos by 2025.
And with videos evolving from landscape to portrait and experts promoting shorter clips, one thing remains constant – our brains LOVE videos.
So is there science behind what makes people absolutely irresistible on camera?
The answer: definitely yes.
In this jam-packed session with Stephanie Garcia, you’ll get your hands on a steal-worthy guide that uncovers the art and science to being irresistible on camera. From body language to words that convert, she’ll show you how to captivate on command so that viewers are excited and ready to take action.
Unknown to Unforgettable - The Art and Science to Being Irresistible on Camer...
How Marketing Automation is Transforming Financial Services Firms
1. A Digital Solutions Firm delivering
Marketing and Technology Solutions
New York . Toronto . Phoenix . Los Angeles . London. Dubai . New Delhi
Marketing Automation
in
Financial Services
3. 2
• The current MAP penetration in B2B today is 15.5% across all
industries. It’s highest in IT (65% penetration), high in Business
Services and moderate in Manufacturing (38%). Penetration is still low
in Financial Services (4%) – Sirius Decision Summit 2014
• As per a survey conducted among 896 marketing automation software
buyers in 2013, the prospective buyer penetration of marketing
automation in Banking is around 6%, while high tech rules the roost
with 23% penetration. – SoftwareAdvice
Low adoption of Marketing Automation in Financial
Services
Less than 2% of penetration of the big 4 suites use marketing
automation in Financial Services
4. 3
Challenges for Marketing Automation Success in
Financial Services
Financial Service organizations struggle with complexity
Unique sales channels/ complex
distribution channels
Large buyer segments
Large product offerings
Compliance
7. 6
70%
Companies that invest in
marketing automation solutions
see 70% faster sales cycle times
and 54% improvement in quota
achievement.
Bulldog Solutions
14. 13
87%
87% OF TOP-PERFORMING
MARKETERS SAY TARGETING
CAMPAIGNS TO AUDIENCE
SEGMENTS IS THE LARGEST
VALUE DRIVER, WITH 78% LISTING
SEGMENTATION AS THE #1
MARKETING-AUTOMATION
CAPABILITY THEY CAN’T LIVE
WITHOUT.
Gleanster
20. 19
The road to success
Roadmap
Understand the buyer
Create a lead management
architecture
Content strategy
Manage compliance
Reporting
Best of breed technology
23. 22
Job#1 – Blueprint and Framework
Current State:
Understand & document Current State
How do your customers decide to buy today?
How are sales leads generated today?
What does a good lead look like to sales?
What is marketing's role in this process?
How are leads qualified for inside/field sales?
What happens to dormant/inactive leads?
Future State: Design an Achievable & Measurable Future State
Where do you want to be in 1,2,3 years?
Buyer Needs, Organization, Processes, Metrics, Technology
Getting There:
Steps & Milestones along the way with measurable progress
Creating the Roadmap
24. 23
Typical Roadmap
Q1 Q2 Q3
Strategy and Planning
Plan and Design Demand Gen Framework
Campaigns
Launch
Lead Forward/Revenue Back Database Analysis
CM (Customer) Campaign Planning
Vertical-specific (Acquisition) Campaign Planning
Install and Integrate
Launch Campaigns
Evaluate and Optimize
Plan and Design Reporting/Analysis Framework
Ongoing Refinement
Lead Management
Marketing Measurement
Campaign Management
Initial Planning and Installation
Install and Configure Marketing Automation
• Data Model
• Email Templates
• Form and Landing Pages
• Lead Scoring V1.0
• Web Form Integration
• CRM Integration
Vertical-specific (Acquisition) Campaign
CM Campaign
Real-time Sales Alerts
Sales Lead Queues
Scoring and Routing
Closed-loop Reporting
Lead Scoring Review and Adjustment
Evaluate Sales Impact and Adoption
Add new campaigns
Process Adjustment
26. 25
1. A Lead Forward, Revenue back analysis will not only
provide insights into a lead management process but will
also tell you who your ideal customer is
2. Criteria:
Technical Buyer, Economic Buyer, User Buyer, Coach
Job Role/Function
Industry
Motivations
Pain Points
Who is Your Customer?
Define your Ideal Customer Profile
27. 26
Marketing and Business Development have a key
role to play in the new world of sales
Marketing and business development will engage and influence
the buyer
28. 27
Understand the Buying Process
By identifying who our customers are and how they buy will
help us segment and map out the way we engage with them
$$Prospect
Qualified
Lead
Sales
Accepted
Lead (SAL)
Suspect
Sales
Qualified
Opportunity
(SQO)
Evaluate PurchaseLearn JustifyInterest
Customer’s
Buying
Process
Sales &
Marketing
Process
Marketing
validates
quality of
interest
Marketing
nurtures to
sales ready
Sales
validates and
accepts
ownership
Sales
validates
BANT criteria
Sales closes
revenue
opportunity
COLD WARM HOT
33. 32
Develop a Content Strategy
Content…with a purpose: Assemble and categorize content by
objective
Attract Qualify Nurture
34. 33
Key Elements of an Acquisition Strategy
Your assets and strategies across the acquisition process need
to be aligned.
Driving Traffic Conversion Nurturing Sales
Acquisition Process
• Listening to the
customer
• Multiple
methods to drive
traffic
• Social media
marketing
• Lead
management
• Dynamic
experiences
• Analytics
• Lead scoring
• Personalization
• Lead nurturing
tactics
• Email and
marketing
automation
• Marketing and
sales
enablement
• Sales force
automation
Website Limited use in FS
35. 34
The road to success
Create a lead management
architecture
36. 35
Lead Management Architecture
Create an Automated Lead Management System that nurtures
and moves prospects through the buying cycle to close
Lead
Creation
Thank
You
Follow-up
Pre-
Qual
Score
Sales
(Qual)
Nurture
I
Nurture
II
Nurture
III
Nurture
IV
LOSS
ND
YES
NO NO
CONTACT
ME
CONTACT
ME
CONTACT
ME
CONTACT
ME
Close
CONTACT
ME
CONTACT
ME
Whitepapers
Facebook/PPC/DM/Telesales/Banners to site
General website
Outbound Programs
Online Events
Tradeshows
Intro I
CONTACT
ME
Other sources
( D&B List Buy, Association Lists, Partner Channels)
SFDC MAP
37. 36
Lead Management Architecture
Continue to communicate to Customers with relevant,
personalized and timely communications
Data
Standardize
+ Segment Email?
Other
Channels
Drive to
Web
CM
Nurture
I
CM
Nurture
II
NO
Yes
Customer
Referral
SFDC MAPData
Feed
Data
Sign Up
CM
Nurture
III
• Communicate changes in program / product terms &
conditions via targeted email
• Execute servicing & marketing client level
communications via email
• Advocacy and Referral Campaigns
• Email Opt-in/Preference Center
• Bill Paper-off Campaigns
• Delinquency alerts
WEB
• Benefits:
• Reduce costs across all communications;
improved ROI
• Improve customer experience through
relevancy of communications to clients
38. 37
Effective Lead Nurturing – #1
Use a scoring system to identify your segments
Low level of engagement
(Low level of how much the lead wants
to talk to us)
High level of engagement
(High level of differentiation driving
purchase intent)
High level of
Profile Match
(High level of how
much we want to
talk to the lead)
The Buying Zone
The only leads we should be
feeding to the sales field
Low level of
Profile Match
(Low level of how
much we want to
talk to lead)
40. 39
1. No holistic view of the
customer
2. Need for
Process,
Content
Well configured, truly
integrated technology
ecosystem
3. Align messaging with where
the customer is in the buying
cycle or post-purchase
engagement lifecycle.
Best-of-Breed Tools are not solving the problem
The Reason: Most often the activities across applications are
disconnected
41. 40
Unified Customer Experience
Aligning the technology “islands” to deliver consistent context-
driven multi-channel messages for improved engagement
Consistent
message
and
experience
Web Content
Management
(WCMS)
Marketing
Automation
Customer
Relationship
Management
(CRM)
Community
46. 45
Create a Calendar of Activities
Volume and Velocity of activity is critical as multiple interactions
result in better scoring and identifies highly engaged prospects
52. 51
• Create a governance model
• How often can you communicate with a customer?
• What data needs to be secured, and how?
• Security and permissions to execute campaigns
• Approval process to launch campaigns
• Ongoing audits
• Risk
• Many platforms do not provide adequate compliance coverage
Manage Compliance
Managing compliance is critical for success of marketing
automation programs in Financial Services