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Marketing decision makers:
Stop thinking tactics,

start thinking campaigns
http://deliver.capstrat.com/GETMAD
© 2015 Capstrat, LLC. All Rights Reserved.
Where does a marketer’s time go?
© 2015 Capstrat, LLC. All Rights Reserved.
Budgets



“I don’t know.” – Response from 50% of marketers
when asked how much they could increase incremental
profits with a 10% increase in budget.



Source: Lenskold Group and emedia
© 2015 Capstrat, LLC. All Rights Reserved.
© 2015 Capstrat, LLC. All Rights Reserved.© 2015 Capstrat, LLC. All Rights Reserved.
Technology



Email down. Password resets. Smartphone not connecting
to Exchange. Internet is slow. Etc. Etc. Etc. 

© 2015 Capstrat, LLC. All Rights Reserved.
Information



66% of marketers feel overwhelmed by volume of data,
59% are frustrated by how long it takes to receive reports,
and 50% said reports lack important information.



Source: DOMO Survey, November 2013
© 2015 Capstrat, LLC. All Rights Reserved.
© 2015 Capstrat, LLC. All Rights Reserved.
Meetings



37% of employee time is spent in meetings. Managers
attend more than 60 meetings per month.



Source: InfoCom
© 2015 Capstrat, LLC. All Rights Reserved.
© 2015 Capstrat, LLC. All Rights Reserved.
Politics



43% of employees say dealing with office politics
is their primary time waster.



Source: Salary.com
© 2015 Capstrat, LLC. All Rights Reserved.
© 2015 Capstrat, LLC. All Rights Reserved.
Updates/Reports



Knowledge workers spend an average of 41% of their
time on discretionary activities that offer no satisfaction
and could be handled competently by others.



Source: Harvard Business Review
© 2015 Capstrat, LLC. All Rights Reserved.
© 2015 Capstrat, LLC. All Rights Reserved.© 2015 Capstrat, LLC. All Rights Reserved.
Resistance



Only 30% of change programs succeed.



Source: John Kotter
© 2015 Capstrat, LLC. All Rights Reserved.
The Industry



Chasing the next
Big Thing. 

© 2015 Capstrat, LLC. All Rights Reserved.
© 2015 Capstrat, LLC. All Rights Reserved.
Yourselves



The average US adult spends 141 minutes a day
using mobile devices. 



Source: Advertising Age Mobile Fact Pack 2013
© 2015 Capstrat, LLC. All Rights Reserved.
© 2015 Capstrat, LLC. All Rights Reserved.
What is distracting your 

audience from your message?
© 2015 Capstrat, LLC. All Rights Reserved.
Inundated with brand messages
© 2015 Capstrat, LLC. All Rights Reserved.
Same things as you, and...Fragmentation of media channels
© 2015 Capstrat, LLC. All Rights Reserved.
Newspapers have lost $40 Billion in
advertising revenue since 2000.
Source: Newspaper Association of America
© 2015 Capstrat, LLC. All Rights Reserved.
So, print is dead?
Gallup: Americans regaining confidence in newspapers, TV news
© 2015 Capstrat, LLC. All Rights Reserved.
How many people are there?
© 2015 Capstrat, LLC. All Rights Reserved.
The number of pieces of mail delivered by
the US postal service dropped from 250
Million to 50 Million over the last 6 years.
Source: USPS
© 2015 Capstrat, LLC. All Rights Reserved.
The US adult email audience will reach
203.8 million by 2017.
Source: eMarketer
© 2015 Capstrat, LLC. All Rights Reserved.
Most popular online activities
© 2015 Capstrat, LLC. All Rights Reserved.
72% of all internet users are now
active on social media.
Sharing on social media has
doubled between 2011 and 2013.
Source: Pew Research and KPCB
© 2015 Capstrat, LLC. All Rights Reserved.
But, social media extends traditional media
HP research found that 72% of sources retweeted 

most were from traditional media
© 2015 Capstrat, LLC. All Rights Reserved.
80% of all Internet traffic
in 2019 will be video.
Source: Cisco 2015
© 2015 Capstrat, LLC. All Rights Reserved.
It would take an individual over 5 million
years to watch that amount of video.
© 2015 Capstrat, LLC. All Rights Reserved.
62% of Millennials feel that online content
drives brand loyalty.
Source: NewsCred
© 2015 Capstrat, LLC. All Rights Reserved.
73% of people surveyed wouldn’t care
if the brands they used disappeared
from their life.
Source: Co.Exist
© 2015 Capstrat, LLC. All Rights Reserved.
Customer service
interactions are nearly
four times more likely to
lead to brand disloyalty
than loyalty.
Source: CEB Research
© 2015 Capstrat, LLC. All Rights Reserved.
Some areas that need extra focus…
© 2015 Capstrat, LLC. All Rights Reserved.
Media convergence
© 2015 Capstrat, LLC. All Rights Reserved.
Customer experience and journey
© 2015 Capstrat, LLC. All Rights Reserved.
How do you help your audience

navigate the chaos of marketing

today and provide the best

customer experience?
© 2015 Capstrat, LLC. All Rights Reserved.
Funnel
• testing/optimization
© 2015 Capstrat, LLC. All Rights Reserved.
© 2015 Capstrat, LLC. All Rights Reserved.
Sales, New Members, Advocates, etc
The funnel approach
Awareness/Attention
Action
Desire
Interest
Universe of People
© 2015 Capstrat, LLC. All Rights Reserved.
Planning/Strategy
Action
Desire
Interest
Universe of People
Audience
Segmentation
Awareness/Attention
Account Planning
Research
Positioning
Messaging
Delivery
© 2015 Capstrat, LLC. All Rights Reserved.
Awareness/Attention
Account Planning
Research
Positioning
Messaging
Delivery
Action
Desire
Interest
Universe of People
Audience
Segmentation
Awareness/Attention
Public Relations
Advertising
Social Media
© 2015 Capstrat, LLC. All Rights Reserved.
Interest
Account Planning
Research
Positioning
Messaging
Delivery
Public RelationsAdvertising
Social Media
Action
Desire
Interest
Universe of People
Audience
Segmentation
Awareness/Attention
Direct Marketing
Search
Social Media
Channel Marketing
Digital Experience
Native Advertising
© 2015 Capstrat, LLC. All Rights Reserved.
Desire
Account Planning
Research
Positioning
Messaging
Delivery
Public RelationsAdvertising
Social Media
Action
Desire
Interest
Universe of People
Audience
Segmentation
Awareness/Attention
Direct Marketing
Search
Social Media
Digital Experience
Channel Marketing
Native Advertising
Whitepapers
Long Form Video
Events
Webinar
© 2015 Capstrat, LLC. All Rights Reserved.
Action
Account Planning
Research
Positioning
Messaging
Delivery
Public RelationsAdvertising
Social Media
Action
Desire
Interest
Universe of People
Audience
Segmentation
Awareness/Attention
Direct Marketing
Search
Social
Digital Experience
Channel Marketing
Long form video
Whitepapers
Events
Webinar
Native Advertising
Conversion Optimization
User Experience
Call Center
Sales Visit
© 2015 Capstrat, LLC. All Rights Reserved.
© 2014 Capstrat, LLC. All Rights Reserved.
© 2015 Capstrat, LLC. All Rights Reserved.
© 2015 Capstrat, LLC. All Rights Reserved.
Content
© 2015 Capstrat, LLC. All Rights Reserved.
Content engine
© 2015 Capstrat, LLC. All Rights Reserved.
Integration enhances visibility and mitigates risk
PA I D M E D I A
Strengths
Visibility
Weaknesses
Credibility
O W N E D M E D I AControl Visibility
E A R N E D M E D I ACredibility Control
Visibility
Control
Credibility
Visibility
Credibility Control
LessMore
© 2015 Capstrat, LLC. All Rights Reserved.
The campaign stack: A pragmatic approach to marketing
Air Cover
Demand and
Lead Generation
Collateral
Training
Commercial
offer
Promotions
Print, online, TV, radio, public relations, online banners/search,
podcasts, out-of-home (billboards, airports, etc.)
Direct mail, email, Newsletters, events (real and virtual)
Briefs, presentations, white paper, customer case studies
Workshops, E-seminars, podcasts, online exams
Preconfigured packages, boxed sets, subscription service, starter kits
Bundle discounts, partner incentives, rebates, awards
© 2015 Capstrat, LLC. All Rights Reserved.
© 2015 Capstrat, LLC. All Rights Reserved.
Big whooping mistakes
No call to action
Bad timing between air cover and demand generation
Inconsistent message
No training
Not telling Sales
Telling channel partners before

direct Sales or Field Marketing
© 2015 Capstrat, LLC. All Rights Reserved.
The role of marketing automation
© 2015 Capstrat, LLC. All Rights Reserved.
Prevents a leaky funnel and waste marketing effort
Marketing automation is software
that automates your marketing
efforts. As a result, your 

sales and marketing teams 

can work in tandem with 

one another.
© 2015 Capstrat, LLC. All Rights Reserved.
Marketing automation features
• Technology used to track, prioritize and analyze (leads,
customers and accounts)
• Platform for rapid development, testing and implementation
of content programs
• Provides the ability to continue conversations across
marketing channels, and to hand off those relationships to
sales teams
© 2015 Capstrat, LLC. All Rights Reserved.
Perfect tool for integrated campaign management
Marketing automation systems provide a visual representation of the way that 

every asset and tactic join together to form a cohesive marketing campaign.
Instead of planning your marketing one tactic at a time, you can build and 

unleash complete, integrated campaigns that are personalized and responsive.
© 2015 Capstrat LLC. All Rights Reserved.
Marketing automation benefits
• Businesses of all sizes can properly utilize marketing
automation. 

• It increases the operational 

efficiency of your business 

while driving revenue. 

• Better leads = increased 

business and revenue
© 2015 Capstrat LLC. All Rights Reserved.
Measure what matters.
© 2015 Capstrat LLC. All Rights Reserved.
Measurement/Analytics
Loyalty
Sales
Attribution
High Value Behaviors
Completion of Task
Likes/Follows
Page/Video
Views Time
Spent
Clicks
CTR/CPC
Visits
© 2015 Capstrat LLC. All Rights Reserved.
Output
Reach, touch,
click
Business Goals

Added value
Outcomes
Knowledge,
opinions, attitudes
Organization Targeted groups
Tactics/media/
channels
Total measurement
© 2015 Capstrat, LLC. All Rights Reserved.
Dive into the data
Behavioral,
demographic,
perceptions
Website data, survey
results, customer
database, CRM
© 2015 Capstrat, LLC. All Rights Reserved.
Back up your data with more data
Secondary research adds new dimension to
your existing data and supports your insights. Tools you can use:
• Google Trends
• Yahoo! Clues
• eMarketer
• comScore
• Forrester
• Nielsen
© 2015 Capstrat, LLC. All Rights Reserved.
Segmentation is key
• Create content for each target
group using messaging that
resonates with them
• Reach them WHERE and
WHEN they consume media
Identify your targets. Create personas.
© 2015 Capstrat, LLC. All Rights Reserved.
Measure, refine, optimize
• Measure the success of the
campaign. Are you close to
meeting your target goals?
• If not, what needs to change?
• Make the change, and start
over again.
Optimization cycle
© 2015 Capstrat, LLC. All Rights Reserved.
Why test?
Only way to truly know what works and what doesn’t for
your industry, customers and products
No opinions
No “best practices”
No “design for design sake”
© 2015 Capstrat, LLC. All Rights Reserved.
What can you test?
Processes/ user workflows
Landing pages
Campaigns
Design
Content
Marketing promotions
© 2015 Capstrat, LLC. All Rights Reserved.
Testing tools
www.conversion-rate-experts.com/split-testing-software/
© 2015 Capstrat, LLC. All Rights Reserved.
Thank you
Landing Page: http://deliver.capstrat.com/GETMAD
Shane Johnston
e. sjohnston@capstrat.com
t. @shanetjohnston
Jon Barlow
e. jbarlow@capstrat.com
t. @Jon_Barlow
www.capstrat.com

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Integrating Marketing Session - Charlotte AMA Spring Workshop

  • 1. Marketing decision makers: Stop thinking tactics,
 start thinking campaigns http://deliver.capstrat.com/GETMAD
  • 2. © 2015 Capstrat, LLC. All Rights Reserved. Where does a marketer’s time go?
  • 3. © 2015 Capstrat, LLC. All Rights Reserved. Budgets
 
 “I don’t know.” – Response from 50% of marketers when asked how much they could increase incremental profits with a 10% increase in budget.
 
 Source: Lenskold Group and emedia © 2015 Capstrat, LLC. All Rights Reserved.
  • 4. © 2015 Capstrat, LLC. All Rights Reserved.© 2015 Capstrat, LLC. All Rights Reserved. Technology
 
 Email down. Password resets. Smartphone not connecting to Exchange. Internet is slow. Etc. Etc. Etc. 

  • 5. © 2015 Capstrat, LLC. All Rights Reserved. Information
 
 66% of marketers feel overwhelmed by volume of data, 59% are frustrated by how long it takes to receive reports, and 50% said reports lack important information.
 
 Source: DOMO Survey, November 2013 © 2015 Capstrat, LLC. All Rights Reserved.
  • 6. © 2015 Capstrat, LLC. All Rights Reserved. Meetings
 
 37% of employee time is spent in meetings. Managers attend more than 60 meetings per month.
 
 Source: InfoCom © 2015 Capstrat, LLC. All Rights Reserved.
  • 7. © 2015 Capstrat, LLC. All Rights Reserved. Politics
 
 43% of employees say dealing with office politics is their primary time waster.
 
 Source: Salary.com © 2015 Capstrat, LLC. All Rights Reserved.
  • 8. © 2015 Capstrat, LLC. All Rights Reserved. Updates/Reports
 
 Knowledge workers spend an average of 41% of their time on discretionary activities that offer no satisfaction and could be handled competently by others.
 
 Source: Harvard Business Review © 2015 Capstrat, LLC. All Rights Reserved.
  • 9. © 2015 Capstrat, LLC. All Rights Reserved.© 2015 Capstrat, LLC. All Rights Reserved. Resistance
 
 Only 30% of change programs succeed.
 
 Source: John Kotter
  • 10. © 2015 Capstrat, LLC. All Rights Reserved. The Industry
 
 Chasing the next Big Thing. 
 © 2015 Capstrat, LLC. All Rights Reserved.
  • 11. © 2015 Capstrat, LLC. All Rights Reserved. Yourselves
 
 The average US adult spends 141 minutes a day using mobile devices. 
 
 Source: Advertising Age Mobile Fact Pack 2013 © 2015 Capstrat, LLC. All Rights Reserved.
  • 12. © 2015 Capstrat, LLC. All Rights Reserved. What is distracting your 
 audience from your message?
  • 13. © 2015 Capstrat, LLC. All Rights Reserved. Inundated with brand messages
  • 14. © 2015 Capstrat, LLC. All Rights Reserved. Same things as you, and...Fragmentation of media channels
  • 15. © 2015 Capstrat, LLC. All Rights Reserved. Newspapers have lost $40 Billion in advertising revenue since 2000. Source: Newspaper Association of America
  • 16. © 2015 Capstrat, LLC. All Rights Reserved. So, print is dead? Gallup: Americans regaining confidence in newspapers, TV news
  • 17. © 2015 Capstrat, LLC. All Rights Reserved. How many people are there?
  • 18. © 2015 Capstrat, LLC. All Rights Reserved. The number of pieces of mail delivered by the US postal service dropped from 250 Million to 50 Million over the last 6 years. Source: USPS
  • 19. © 2015 Capstrat, LLC. All Rights Reserved. The US adult email audience will reach 203.8 million by 2017. Source: eMarketer
  • 20. © 2015 Capstrat, LLC. All Rights Reserved. Most popular online activities
  • 21. © 2015 Capstrat, LLC. All Rights Reserved. 72% of all internet users are now active on social media. Sharing on social media has doubled between 2011 and 2013. Source: Pew Research and KPCB
  • 22. © 2015 Capstrat, LLC. All Rights Reserved. But, social media extends traditional media HP research found that 72% of sources retweeted 
 most were from traditional media
  • 23. © 2015 Capstrat, LLC. All Rights Reserved. 80% of all Internet traffic in 2019 will be video. Source: Cisco 2015
  • 24. © 2015 Capstrat, LLC. All Rights Reserved. It would take an individual over 5 million years to watch that amount of video.
  • 25. © 2015 Capstrat, LLC. All Rights Reserved. 62% of Millennials feel that online content drives brand loyalty. Source: NewsCred
  • 26. © 2015 Capstrat, LLC. All Rights Reserved. 73% of people surveyed wouldn’t care if the brands they used disappeared from their life. Source: Co.Exist
  • 27. © 2015 Capstrat, LLC. All Rights Reserved. Customer service interactions are nearly four times more likely to lead to brand disloyalty than loyalty. Source: CEB Research
  • 28. © 2015 Capstrat, LLC. All Rights Reserved. Some areas that need extra focus…
  • 29. © 2015 Capstrat, LLC. All Rights Reserved. Media convergence
  • 30. © 2015 Capstrat, LLC. All Rights Reserved. Customer experience and journey
  • 31. © 2015 Capstrat, LLC. All Rights Reserved. How do you help your audience
 navigate the chaos of marketing
 today and provide the best
 customer experience?
  • 32. © 2015 Capstrat, LLC. All Rights Reserved. Funnel • testing/optimization
  • 33. © 2015 Capstrat, LLC. All Rights Reserved.
  • 34. © 2015 Capstrat, LLC. All Rights Reserved. Sales, New Members, Advocates, etc The funnel approach Awareness/Attention Action Desire Interest Universe of People
  • 35. © 2015 Capstrat, LLC. All Rights Reserved. Planning/Strategy Action Desire Interest Universe of People Audience Segmentation Awareness/Attention Account Planning Research Positioning Messaging Delivery
  • 36. © 2015 Capstrat, LLC. All Rights Reserved. Awareness/Attention Account Planning Research Positioning Messaging Delivery Action Desire Interest Universe of People Audience Segmentation Awareness/Attention Public Relations Advertising Social Media
  • 37. © 2015 Capstrat, LLC. All Rights Reserved. Interest Account Planning Research Positioning Messaging Delivery Public RelationsAdvertising Social Media Action Desire Interest Universe of People Audience Segmentation Awareness/Attention Direct Marketing Search Social Media Channel Marketing Digital Experience Native Advertising
  • 38. © 2015 Capstrat, LLC. All Rights Reserved. Desire Account Planning Research Positioning Messaging Delivery Public RelationsAdvertising Social Media Action Desire Interest Universe of People Audience Segmentation Awareness/Attention Direct Marketing Search Social Media Digital Experience Channel Marketing Native Advertising Whitepapers Long Form Video Events Webinar
  • 39. © 2015 Capstrat, LLC. All Rights Reserved. Action Account Planning Research Positioning Messaging Delivery Public RelationsAdvertising Social Media Action Desire Interest Universe of People Audience Segmentation Awareness/Attention Direct Marketing Search Social Digital Experience Channel Marketing Long form video Whitepapers Events Webinar Native Advertising Conversion Optimization User Experience Call Center Sales Visit
  • 40. © 2015 Capstrat, LLC. All Rights Reserved.
  • 41. © 2014 Capstrat, LLC. All Rights Reserved.
  • 42. © 2015 Capstrat, LLC. All Rights Reserved.
  • 43. © 2015 Capstrat, LLC. All Rights Reserved. Content
  • 44. © 2015 Capstrat, LLC. All Rights Reserved. Content engine
  • 45. © 2015 Capstrat, LLC. All Rights Reserved. Integration enhances visibility and mitigates risk PA I D M E D I A Strengths Visibility Weaknesses Credibility O W N E D M E D I AControl Visibility E A R N E D M E D I ACredibility Control Visibility Control Credibility Visibility Credibility Control LessMore
  • 46. © 2015 Capstrat, LLC. All Rights Reserved. The campaign stack: A pragmatic approach to marketing Air Cover Demand and Lead Generation Collateral Training Commercial offer Promotions Print, online, TV, radio, public relations, online banners/search, podcasts, out-of-home (billboards, airports, etc.) Direct mail, email, Newsletters, events (real and virtual) Briefs, presentations, white paper, customer case studies Workshops, E-seminars, podcasts, online exams Preconfigured packages, boxed sets, subscription service, starter kits Bundle discounts, partner incentives, rebates, awards
  • 47. © 2015 Capstrat, LLC. All Rights Reserved.
  • 48. © 2015 Capstrat, LLC. All Rights Reserved. Big whooping mistakes No call to action Bad timing between air cover and demand generation Inconsistent message No training Not telling Sales Telling channel partners before
 direct Sales or Field Marketing
  • 49. © 2015 Capstrat, LLC. All Rights Reserved. The role of marketing automation
  • 50. © 2015 Capstrat, LLC. All Rights Reserved. Prevents a leaky funnel and waste marketing effort Marketing automation is software that automates your marketing efforts. As a result, your 
 sales and marketing teams 
 can work in tandem with 
 one another.
  • 51. © 2015 Capstrat, LLC. All Rights Reserved. Marketing automation features • Technology used to track, prioritize and analyze (leads, customers and accounts) • Platform for rapid development, testing and implementation of content programs • Provides the ability to continue conversations across marketing channels, and to hand off those relationships to sales teams
  • 52. © 2015 Capstrat, LLC. All Rights Reserved. Perfect tool for integrated campaign management Marketing automation systems provide a visual representation of the way that 
 every asset and tactic join together to form a cohesive marketing campaign. Instead of planning your marketing one tactic at a time, you can build and 
 unleash complete, integrated campaigns that are personalized and responsive.
  • 53. © 2015 Capstrat LLC. All Rights Reserved. Marketing automation benefits • Businesses of all sizes can properly utilize marketing automation. 
 • It increases the operational 
 efficiency of your business 
 while driving revenue. 
 • Better leads = increased 
 business and revenue
  • 54. © 2015 Capstrat LLC. All Rights Reserved. Measure what matters.
  • 55. © 2015 Capstrat LLC. All Rights Reserved. Measurement/Analytics Loyalty Sales Attribution High Value Behaviors Completion of Task Likes/Follows Page/Video Views Time Spent Clicks CTR/CPC Visits
  • 56. © 2015 Capstrat LLC. All Rights Reserved. Output Reach, touch, click Business Goals
 Added value Outcomes Knowledge, opinions, attitudes Organization Targeted groups Tactics/media/ channels Total measurement
  • 57. © 2015 Capstrat, LLC. All Rights Reserved. Dive into the data Behavioral, demographic, perceptions Website data, survey results, customer database, CRM
  • 58. © 2015 Capstrat, LLC. All Rights Reserved. Back up your data with more data Secondary research adds new dimension to your existing data and supports your insights. Tools you can use: • Google Trends • Yahoo! Clues • eMarketer • comScore • Forrester • Nielsen
  • 59. © 2015 Capstrat, LLC. All Rights Reserved. Segmentation is key • Create content for each target group using messaging that resonates with them • Reach them WHERE and WHEN they consume media Identify your targets. Create personas.
  • 60. © 2015 Capstrat, LLC. All Rights Reserved. Measure, refine, optimize • Measure the success of the campaign. Are you close to meeting your target goals? • If not, what needs to change? • Make the change, and start over again. Optimization cycle
  • 61. © 2015 Capstrat, LLC. All Rights Reserved. Why test? Only way to truly know what works and what doesn’t for your industry, customers and products No opinions No “best practices” No “design for design sake”
  • 62. © 2015 Capstrat, LLC. All Rights Reserved. What can you test? Processes/ user workflows Landing pages Campaigns Design Content Marketing promotions
  • 63. © 2015 Capstrat, LLC. All Rights Reserved. Testing tools www.conversion-rate-experts.com/split-testing-software/
  • 64. © 2015 Capstrat, LLC. All Rights Reserved. Thank you Landing Page: http://deliver.capstrat.com/GETMAD Shane Johnston e. sjohnston@capstrat.com t. @shanetjohnston Jon Barlow e. jbarlow@capstrat.com t. @Jon_Barlow www.capstrat.com