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Make ABM Actually Work:
A Blueprint Forward
Who am I?
Jessica Cross
Manager, Demand Generation
RollWorks
Interests: Pottery, finding new
vegan recipes, birding, working
with my sales team, and being a
Marketo Champion!
Delivering marketing ROI for thousands of B2B companies worldwide.
Make ABM Actually Work
7 overly simplified steps to implementing ABM
1. Identify named account list
2. Identify decision makers and build personas
3. Data Mapping - lead to account mapping, data preparation
4. Customer journey mapping
5. Craft messaging and content for accounts and key personas
6. Craft and execute campaigns
7. Review results and repeat steps
7 overly simplified steps to implementing ABM
1. Identify named account list
2. Identify decision makers and build personas
3. Data Mapping - lead to account mapping, data preparation
4. Customer journey mapping
5. Craft messaging and content for accounts and key personas
6. Craft and execute campaigns
7. Review results and repeat steps
Tiers of ABM
P2, P3
Lite ABM
Owned accounts
Scaled ABM + Inbound
~ 250 Account
Light research + data build out
$$
Automation with personalization woven throughout
~ 4000 Accounts
Automated touches OK
$
Industry and persona customization
~ 30 Accounts
Account plans
$$$
Every touch is personalized
P1
Classic ABM
ABM at Scale
P2, P3
Lite ABM
Owned accounts
Scaled ABM + Inbound
~ 250 Account
Light research + data build out
$$
Automation with personalization woven throughout
~ 4000 Accounts
Automated touches OK
$
Industry and persona customization
~ 30 Accounts
Account plans
$$$
Every touch is personalized
P1
Classic ABM
What are the key phases of our customer journey?
ConsiderationAttract LiveOnboardingProposal
A customer's view of the journey
What is ABM
Advertising?
How does
RollWorks
Work?
What if I
don’t have a
target
account list?
Am I activating
my key
accounts with
RollWorks?
Why do I need
to pay a
platform fee?
Can I just
use
Google/FB
or Terminus
to do this?
What is the
difference
between RT
and Lead
Locator?
How do I
engage my
key accounts?
Do I have
budget to do
this?
Does
RollWorks
drive quality
leads?
Let’s Test
RollWorks!
ConsiderationAttract LiveOnboardingProposal
A customer's view of the journey
What is ABM
Advertising?
How does
RollWorks
Work?
What if I
don’t have a
target
account list?
Am I activating
my key
accounts with
RollWorks?
Why do I need
to pay a
platform fee?
Can I just
use
Google/FB
or Terminus
to do this?
What is the
difference
between RT
and Lead
Locator?
How do I
engage my
key accounts?
Do I have
budget to do
this?
Does
RollWorks
drive quality
leads?
Let’s Test
RollWorks!
ConsiderationAttract LiveOnboardingProposal
Account-based
advertising
Demonstrate Value
QBR Decks
Platform Fee
Validation
Case Studies
How RollWorks Works
Easy steps to ABM
Onboarding check list
Use
Campaign Theme
Make a meaningful connection with RollWorks
Campaign Theme
The image and inspiration
Intersecting
circles
represents the
connection
being made
Color
palette
Outbound Assist for all in one slide
ConsiderationAttract LiveOnboardingProposal
Pipeline Accelerator AdsLead Locator Ads
Email Meeting Phone Contract
Contact
Enters
Pipeline
DirectMailSalesPlay
Door Opener Post-Demo Kit Proposal Kit Welcome Kit
Meeting Phone
Milestone Kit
Email
Attract Stage - Ads by Persona
Sales PersonaMarketing Persona CMO Persona
Attract Stage - Door Opener with Coffee
Hand written note from sales rep:
“Based on first impression, I think we are a match.
Let’s connect over coffee and I’ll explain why”
Consideration Stage – Personalized Ads
SiriusDecisio
ns
Consideration Stage – Thank you
“Thanks for connecting with me. Check
out our guides for some ABM inspiration,
and I’ll be in touch to discuss how you can
start making some meaningful
connections of your own.”
Proposal Stage - Power of Connections
“To show the power of our RollWorks platform
connectors, I’ve included our Oracle Dyn
success story so you can see how those
connections pay off. Enjoy the gift and I’ll
follow up with next steps.”
Proposal Stage – Social Validation Message
All together now!
Ad Unit
CPL down
42% vs
generic ad
SiriusDecisio
ns
vs.
Some results
Some results
Prospects who received
our door opener kit were
3x more likely to book an
appointment
Questions?
Thank you!

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Make ABM Actually Work: a Blueprint forwardtops

  • 1. Make ABM Actually Work: A Blueprint Forward
  • 2. Who am I? Jessica Cross Manager, Demand Generation RollWorks Interests: Pottery, finding new vegan recipes, birding, working with my sales team, and being a Marketo Champion!
  • 3.
  • 4. Delivering marketing ROI for thousands of B2B companies worldwide.
  • 6. 7 overly simplified steps to implementing ABM 1. Identify named account list 2. Identify decision makers and build personas 3. Data Mapping - lead to account mapping, data preparation 4. Customer journey mapping 5. Craft messaging and content for accounts and key personas 6. Craft and execute campaigns 7. Review results and repeat steps
  • 7. 7 overly simplified steps to implementing ABM 1. Identify named account list 2. Identify decision makers and build personas 3. Data Mapping - lead to account mapping, data preparation 4. Customer journey mapping 5. Craft messaging and content for accounts and key personas 6. Craft and execute campaigns 7. Review results and repeat steps
  • 8. Tiers of ABM P2, P3 Lite ABM Owned accounts Scaled ABM + Inbound ~ 250 Account Light research + data build out $$ Automation with personalization woven throughout ~ 4000 Accounts Automated touches OK $ Industry and persona customization ~ 30 Accounts Account plans $$$ Every touch is personalized P1 Classic ABM
  • 9. ABM at Scale P2, P3 Lite ABM Owned accounts Scaled ABM + Inbound ~ 250 Account Light research + data build out $$ Automation with personalization woven throughout ~ 4000 Accounts Automated touches OK $ Industry and persona customization ~ 30 Accounts Account plans $$$ Every touch is personalized P1 Classic ABM
  • 10. What are the key phases of our customer journey? ConsiderationAttract LiveOnboardingProposal
  • 11. A customer's view of the journey What is ABM Advertising? How does RollWorks Work? What if I don’t have a target account list? Am I activating my key accounts with RollWorks? Why do I need to pay a platform fee? Can I just use Google/FB or Terminus to do this? What is the difference between RT and Lead Locator? How do I engage my key accounts? Do I have budget to do this? Does RollWorks drive quality leads? Let’s Test RollWorks! ConsiderationAttract LiveOnboardingProposal
  • 12. A customer's view of the journey What is ABM Advertising? How does RollWorks Work? What if I don’t have a target account list? Am I activating my key accounts with RollWorks? Why do I need to pay a platform fee? Can I just use Google/FB or Terminus to do this? What is the difference between RT and Lead Locator? How do I engage my key accounts? Do I have budget to do this? Does RollWorks drive quality leads? Let’s Test RollWorks! ConsiderationAttract LiveOnboardingProposal Account-based advertising Demonstrate Value QBR Decks Platform Fee Validation Case Studies How RollWorks Works Easy steps to ABM Onboarding check list Use
  • 14. Make a meaningful connection with RollWorks Campaign Theme
  • 15. The image and inspiration Intersecting circles represents the connection being made Color palette
  • 16. Outbound Assist for all in one slide ConsiderationAttract LiveOnboardingProposal Pipeline Accelerator AdsLead Locator Ads Email Meeting Phone Contract Contact Enters Pipeline DirectMailSalesPlay Door Opener Post-Demo Kit Proposal Kit Welcome Kit Meeting Phone Milestone Kit Email
  • 17. Attract Stage - Ads by Persona Sales PersonaMarketing Persona CMO Persona
  • 18. Attract Stage - Door Opener with Coffee Hand written note from sales rep: “Based on first impression, I think we are a match. Let’s connect over coffee and I’ll explain why”
  • 19. Consideration Stage – Personalized Ads SiriusDecisio ns
  • 20. Consideration Stage – Thank you “Thanks for connecting with me. Check out our guides for some ABM inspiration, and I’ll be in touch to discuss how you can start making some meaningful connections of your own.”
  • 21. Proposal Stage - Power of Connections “To show the power of our RollWorks platform connectors, I’ve included our Oracle Dyn success story so you can see how those connections pay off. Enjoy the gift and I’ll follow up with next steps.”
  • 22. Proposal Stage – Social Validation Message
  • 24. Ad Unit CPL down 42% vs generic ad SiriusDecisio ns vs. Some results
  • 25. Some results Prospects who received our door opener kit were 3x more likely to book an appointment

Editor's Notes

  1. The importance of executive support and tips to achieve alignment Creating a target account list Questions: Do you feel that your sales and marketing teams are aligned at your company? Who owns more of the ABM conversation-- sales or marketing? Do you already have a target account list? [Ask for a raise of hands] Was it sourced by Marketing? Was it sourced by Sales Was it sourced using a vendor? [Predictive Analytics] Was it sourced using internal DataSci/BI team? A combo of the two? Other? Follow-up: For those of you with a target account list how would you describe this process? Great? Challenging? [Try to get a good mix of responses based on how it was sourced] Follow-up: Let’s take one example and go a few steps deeper [Ask who is comfortable sharing more about their Target Account list structure] How many do you have? What are the tiers? What are they based on? Biggest learning from the process? For those who do not have a TAL list: What roadblocks do you have? Follow-up: Any advice from the group on how you worked around this? Do you need to have your TAL list complete before moving into execution? From our team: We have seen great success with customers who have not fully defined their TAL, ourselves included. The reason is that when you move into execution, the process is fully automated and optimized, meaning the accounts that are in market, showing intent to buy, that fit your profile, etc. are more likely to respond… these in turn move more quickly to SQLs and your sales pipeline; while those who were not the right fit will not progress - giving you reason to revisit the list as the program advances
  2. Belly Band around the notebook and the guide with the “prepared for Jessica Cross” Or instead of belly band we do a sticky note and write a note from the NBS’ name. We are a match. Send ABM with RollWorks. Personalized the notebook. Belly band around the notebook and the booklet with their initials. Notebook then has pages with guides to ABM and different check lists Picking account list Segment
  3. Journey on our relationship. How do we solidify the connections. Connectors. Locks. Keys. If we’re going to enter into this partnership is we want you to meet our friends. In any relationship, when you’re ready to go to the next level you want to meet their friends. So allow me to introduce one of our successful customers If we’re going to enter into this partnership is we want you to meet our friends. Old school measurement versus new school measurement Find which campaigns are doing well with this RollWorks branded highlighter and magnifying glass. Or branded calculators. Connecting your data silos for you. We can save you the trouble of how to find the ROI on your digital campaigns. Demonstrate value can be proof point ONe pagers that speak to ur specific integrations and why they are so important Direct mail with a magnifying glass and printed excel spreadsheets. Notebook - KASH needs specs Big box And a printed case study from Dyn highlighting why they have a platform fee and the ROI they saw. Let’s seal the deal. Here is a customized seal for you to use https://www.papersource.com/item/Custom-Stamp-Gift-Box/6000_012/10003324.html