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Presented by
Nick Latsos
VP Sales Cloud, CRM Evangelist LLC
Featured Clients
Atlanta, GA
Founded 1997
Award-winning digital agency
Clients - growing companies, leading brands, Fortune 500
Key industries - Healthcare, Financial, Technology
QUICK FACTS
Dallas, TX
SOCIAL
STRATEGY
CRM & MA
ANALYTICS
SEARCH
CONTENT
DESIGN
EMAIL
SOCIAL
STRATEGY
ANALYTICS
CONTENT
DESIGN
SEARCH
CRM & MA
EMAIL
THE NEW
RULES
Marketing Automation
Agenda
• AIS Media / CRM Evangelist offerings
• Overall objectives of Marketing Automation
• Are you ready for Marketing Automation?
• How do I nurture leads?
• How do I track prospect interest?
• A customer success story
TOP 3 GOALS
for Marketing Automation
1. Educate / Nurture
2. Track Interest
3. Qualify
Solution: Nurture them through
Marketing Automation technology
Only a small percentage of your
prospects are ready to buy today…
What do you do with the rest?
Work Smarter,
Not Harder
Marketing automation is on
the fast track for a 50%
increase in usage by 2015
Pardot
Salesforce - Pardot
Are You Ready
For Marketing
Automation?
Do you want:
1. Sales & marketing collaboration
2. Automated assignment of qualified sales leads via CRM
3. Targeted & segmented communications
4. Efficient content promotion & distribution
5. Closed loop reporting
6. Guiding your buyer’s journey
7. Effective multi-channel communication
What Are The
Basic Building
Blocks?
60% of the sales funnel is
now happening in the digital
space
Webtrends
75% of initial purchasing
process is done before the
buyer wants to engage vendor
directly
Forrester Research
Sales & marketing alignment
Challenges
• Missing objective lead qualification
• Prefer to use the “eyeball” approach
• Sales and marketing teams cannot agree
on definition of a good lead
Solutions
• Implement technology that helps close the loop
• Tracking results from sales-related activities
• Both Sales and Marketing Teams work together to identify:
• Customer Personas
• Buyer’s Journey Maps
Aligned sales
and marketing
experienced a
20% jump in
revenue growth
Aberdeen Research
1. Ensure company branding and awareness is top-notch
2. Align and integrate sales & marketing processes
Buyers feel
97% of
interactions
with sales are
waste of time
New Business Strategies
3. Initiate nurture campaigns to
generate more qualified leads
4. Measure and refine (wash,
rinse and repeat)
The order of things
How Do I Get
Leads?
Companies that excel at lead
nurturing generate 50% more sales-
ready leads at 33% lower cost
Forrester Research
Inform
Educate
Involve
Qualify
Convert
Upsell
LEAD
NURTURING
PROCESS
• Track all actionable
behavior
• Not only email activities
• Use landing page activity
to direct drip targeting
• Self-directed
segmentation
• Deliver content download
link in first email, then
provide immediately for
all subsequent content
requests
Drip Nurturing Campaigns
Nurtured leads produce, on
average, a 20% increase in sales
opportunities versus non-nurtured leads
DemandGen Report
How Do I Track
Prospect
Interest?
Initial Digital Interactions
Nurturing &
Scoring
Sales Engagement
Prospect Scoring & Grading
Event
registration
+30
Request for
collateral
+20
Clicked
email link +1
Leads not sales ready
& need additional
nurturing
-100
Leads that are marketing
qualified >= 100
Prospects that
are showing
interest > 0
Marketing
Automation
Platform
Customer
Relationship
Management
75% of
companies using
marketing
automation see
ROI within 12
months, 44%
within 6 months
Focus Research
Buyer Behaviors
Within Your Pipeline
A Customer
Success Story
About Wake Forest Innovations
Wake Forest Innovations is the new commercialization
enterprise of Wake Forest Baptist Medical Center located in
Winston-Salem, North Carolina
Core services with branded websites include:
Product Innovation and Commercialization Services
Contract Research & Development Services
Innovation Quarter Services
• Gutted many former tobacco warehouses and renovated
into state-of-the-art medical research & testing facilities
• Ground-breaking research & discoveries
Marketing automation
solutions see 70% faster
sales cycle times and 54%
improvement in quota
achievement
Bulldog Solutions
2013 2014
Wake Forest timeline
New websites launched
.49% of hospitals lack
a mobile-friendly
website
Evolve Digital Labs
HubSpot
ALIGNMENT
Development of marketing content
Present Offerings
Present & Planned Offerings
50% of qualified
leads are not
ready to purchase
immediately
Gleanster
List Cleansing and Segmentation
Problem: How to cleanse thousands of dead cold
leads
Secondary problem: The Marketing Automation
platform had a strict NO-SPAM policy and supported
only permission-based marketing
Solution: Staging strategy to use an ESP (more
tolerant to abuse) to vet the list before migrating
leads to the MA platform
Relevant emails sent through
marketing automation
generate 18x more revenue
than email blasts
Jupiter Research
Landing Pages
with Progressive Profiling
Companies with 30+
landing pages generate
7x more leads than those
with fewer than 10
HubSpot
Launch of First Drip
Nurturing Campaign
Nurtured leads make 47%
larger purchases than
non-nurtured leads
Annuitas Group
63% of
companies
outgrowing their
competitors, use
marketing
automation
Lenskold and Pedowitz
Watch All Of Our Webinars
In This Series
 Smarter SEO (organic and paid)
 Must-open E-mails
 Compelling Content
 High-impact, Responsive Website Design
 Accountable Strategies for Higher ROI
 And much more…
AIS Media, Inc.
3340 Peachtree Rd, Suite 750
Atlanta, GA 30326
(404) 751-1043
WEBINAR SERIES
Digital Marketing for
Healthcare Professionals
| Education & Events
Schedule Your FREE
Digital Marketing
Consultation

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Marketing Automation Rules for Healthcare Organizations

  • 1. Presented by Nick Latsos VP Sales Cloud, CRM Evangelist LLC
  • 3. Atlanta, GA Founded 1997 Award-winning digital agency Clients - growing companies, leading brands, Fortune 500 Key industries - Healthcare, Financial, Technology QUICK FACTS Dallas, TX
  • 7. Agenda • AIS Media / CRM Evangelist offerings • Overall objectives of Marketing Automation • Are you ready for Marketing Automation? • How do I nurture leads? • How do I track prospect interest? • A customer success story
  • 8. TOP 3 GOALS for Marketing Automation 1. Educate / Nurture 2. Track Interest 3. Qualify
  • 9. Solution: Nurture them through Marketing Automation technology Only a small percentage of your prospects are ready to buy today… What do you do with the rest?
  • 11. Marketing automation is on the fast track for a 50% increase in usage by 2015 Pardot
  • 13. Are You Ready For Marketing Automation?
  • 14. Do you want: 1. Sales & marketing collaboration 2. Automated assignment of qualified sales leads via CRM 3. Targeted & segmented communications 4. Efficient content promotion & distribution 5. Closed loop reporting 6. Guiding your buyer’s journey 7. Effective multi-channel communication
  • 15. What Are The Basic Building Blocks?
  • 16. 60% of the sales funnel is now happening in the digital space Webtrends
  • 17.
  • 18. 75% of initial purchasing process is done before the buyer wants to engage vendor directly Forrester Research
  • 19. Sales & marketing alignment Challenges • Missing objective lead qualification • Prefer to use the “eyeball” approach • Sales and marketing teams cannot agree on definition of a good lead Solutions • Implement technology that helps close the loop • Tracking results from sales-related activities • Both Sales and Marketing Teams work together to identify: • Customer Personas • Buyer’s Journey Maps Aligned sales and marketing experienced a 20% jump in revenue growth Aberdeen Research
  • 20. 1. Ensure company branding and awareness is top-notch 2. Align and integrate sales & marketing processes Buyers feel 97% of interactions with sales are waste of time New Business Strategies 3. Initiate nurture campaigns to generate more qualified leads 4. Measure and refine (wash, rinse and repeat) The order of things
  • 21. How Do I Get Leads?
  • 22. Companies that excel at lead nurturing generate 50% more sales- ready leads at 33% lower cost Forrester Research
  • 24. • Track all actionable behavior • Not only email activities • Use landing page activity to direct drip targeting • Self-directed segmentation • Deliver content download link in first email, then provide immediately for all subsequent content requests Drip Nurturing Campaigns
  • 25. Nurtured leads produce, on average, a 20% increase in sales opportunities versus non-nurtured leads DemandGen Report
  • 26. How Do I Track Prospect Interest?
  • 27. Initial Digital Interactions Nurturing & Scoring Sales Engagement Prospect Scoring & Grading Event registration +30 Request for collateral +20 Clicked email link +1 Leads not sales ready & need additional nurturing -100 Leads that are marketing qualified >= 100 Prospects that are showing interest > 0 Marketing Automation Platform Customer Relationship Management
  • 28. 75% of companies using marketing automation see ROI within 12 months, 44% within 6 months Focus Research Buyer Behaviors Within Your Pipeline
  • 30. About Wake Forest Innovations Wake Forest Innovations is the new commercialization enterprise of Wake Forest Baptist Medical Center located in Winston-Salem, North Carolina Core services with branded websites include: Product Innovation and Commercialization Services Contract Research & Development Services Innovation Quarter Services • Gutted many former tobacco warehouses and renovated into state-of-the-art medical research & testing facilities • Ground-breaking research & discoveries
  • 31. Marketing automation solutions see 70% faster sales cycle times and 54% improvement in quota achievement Bulldog Solutions
  • 34. .49% of hospitals lack a mobile-friendly website Evolve Digital Labs
  • 37. Development of marketing content Present Offerings Present & Planned Offerings
  • 38. 50% of qualified leads are not ready to purchase immediately Gleanster
  • 39. List Cleansing and Segmentation Problem: How to cleanse thousands of dead cold leads Secondary problem: The Marketing Automation platform had a strict NO-SPAM policy and supported only permission-based marketing Solution: Staging strategy to use an ESP (more tolerant to abuse) to vet the list before migrating leads to the MA platform
  • 40. Relevant emails sent through marketing automation generate 18x more revenue than email blasts Jupiter Research
  • 42. Companies with 30+ landing pages generate 7x more leads than those with fewer than 10 HubSpot
  • 43. Launch of First Drip Nurturing Campaign
  • 44. Nurtured leads make 47% larger purchases than non-nurtured leads Annuitas Group
  • 45.
  • 46. 63% of companies outgrowing their competitors, use marketing automation Lenskold and Pedowitz
  • 47. Watch All Of Our Webinars In This Series  Smarter SEO (organic and paid)  Must-open E-mails  Compelling Content  High-impact, Responsive Website Design  Accountable Strategies for Higher ROI  And much more… AIS Media, Inc. 3340 Peachtree Rd, Suite 750 Atlanta, GA 30326 (404) 751-1043 WEBINAR SERIES Digital Marketing for Healthcare Professionals | Education & Events Schedule Your FREE Digital Marketing Consultation