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MARKETING
INFLUENCED OR SOURCED?
How to Measure True Marketing Impact in Sales World
Lauren Alt & Kelly Justice • Outreach.io
State of the Union: Marketing
10+
Years Ago
Today’s
World
Future of
Marketing
Attribution
What You’ll Learn:
1. Gaps in traditional marketing attribution methods
2. How to map out a custom attribution plan
3. Transitioning beyond a sales v. marketing
mindset
A look into traditional attribution methods
1. First Touch Model
2. Last Touch
3. Opportunity Creation
First
Touch
Lead
Creation
Opportunity
Creation
Closed
Won
Stage 3Stage 1 Stage 2 Stage 4
Model #1: First Touch
First
Touch
Lead
Creation
Opportunity
Creation
Closed
Won
Stage 3Stage 1 Stage 2 Stage 4
Model #2: Last Touch/Opportunity
First
Touch
Lead
Creation
Opportunity
Creation
Closed
Won
Stage 3Stage 1 Stage 2 Stage 4
“What got us here, won’t get us there.”
Gaps in Standard Marketing Attribution
Lack of visibility into entire buyer’s journey
Not integrated with ABM plays
No attribution for late stage programs
A Perfect World...
3 Steps to Finding Full Funnel Impact
Touchpoint Strategy
The path to finding full funnel impact...
Prioritize Stages Create the Story
#1: Create a strategy for capturing activity
throughout the funnel
Touchpoint Strategy
• Know the touchpoints that you want to
capture
• Partner with teams to make it
qualitative and quantitative
#2: Prioritize the touchpoints to your GTM strategy
Prioritize Stages
• What stages of the funnel do you care
about most?
• Diversify filling the funnel while
moving deals forward
• Align to program spend to goals
• Avoid desert wasteland of pipeline
#3: Create the Story - “Lookback to Look Forward”
First
Touch
Lead
Creation
Opportunity
Creation
Closed
Won
Stage 3Stage 1 Stage 2 Stage 4
20% 15% 20%
5% 5% 5% 5%
Our Aha Moment
It’s About Marketing Impact
What programs &
channels should
we increase spend
on to capture
ROI?
What programs &
channels are
successful at
what stage of the
funnel?
What role does
marketing play on late
stage sales deals &
how can we increase
deal velocity?
Objectives of the Impact Model
● Accommodate every important stage of the buyer’s journey
● Validate spend (and time) post opportunity creation to drive budget
allocation and ABM/event planning
● Provide visibility into weighted measurements from first touch to closed-
won, across all marketing channels & sales activity (new and influenced)
Have a North Star Metric that Aligns Teams
“The wrong metric is worse than no metric at all”
ARR
Marketing Programs
Program ROI
Performance @ Stage
Engagement Coverage
Sales Activities
Account Activity Coverage
Touchpoint Activity @ Stage
Pipeline Coverage & Movement
Conversion Rates to Plan
Pipeline Coverage Gaps
Results & Outcomes - Highlights
● Optimized for:
○ Opportunity creation
○ Closing event
strategy
○ ABM programs to
open pipeline funnel
○ Full funnel content
marketing plan
THANK YOU!

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Measuring marketing influence in a sales world - InsightSquared

  • 1. MARKETING INFLUENCED OR SOURCED? How to Measure True Marketing Impact in Sales World Lauren Alt & Kelly Justice • Outreach.io
  • 2. State of the Union: Marketing 10+ Years Ago Today’s World Future of Marketing Attribution
  • 3.
  • 4. What You’ll Learn: 1. Gaps in traditional marketing attribution methods 2. How to map out a custom attribution plan 3. Transitioning beyond a sales v. marketing mindset
  • 5. A look into traditional attribution methods 1. First Touch Model 2. Last Touch 3. Opportunity Creation First Touch Lead Creation Opportunity Creation Closed Won Stage 3Stage 1 Stage 2 Stage 4
  • 6. Model #1: First Touch First Touch Lead Creation Opportunity Creation Closed Won Stage 3Stage 1 Stage 2 Stage 4
  • 7. Model #2: Last Touch/Opportunity First Touch Lead Creation Opportunity Creation Closed Won Stage 3Stage 1 Stage 2 Stage 4
  • 8. “What got us here, won’t get us there.”
  • 9. Gaps in Standard Marketing Attribution Lack of visibility into entire buyer’s journey Not integrated with ABM plays No attribution for late stage programs
  • 11. 3 Steps to Finding Full Funnel Impact
  • 12. Touchpoint Strategy The path to finding full funnel impact... Prioritize Stages Create the Story
  • 13. #1: Create a strategy for capturing activity throughout the funnel Touchpoint Strategy • Know the touchpoints that you want to capture • Partner with teams to make it qualitative and quantitative
  • 14. #2: Prioritize the touchpoints to your GTM strategy Prioritize Stages • What stages of the funnel do you care about most? • Diversify filling the funnel while moving deals forward • Align to program spend to goals • Avoid desert wasteland of pipeline
  • 15. #3: Create the Story - “Lookback to Look Forward” First Touch Lead Creation Opportunity Creation Closed Won Stage 3Stage 1 Stage 2 Stage 4 20% 15% 20% 5% 5% 5% 5%
  • 17. It’s About Marketing Impact What programs & channels should we increase spend on to capture ROI? What programs & channels are successful at what stage of the funnel? What role does marketing play on late stage sales deals & how can we increase deal velocity?
  • 18. Objectives of the Impact Model ● Accommodate every important stage of the buyer’s journey ● Validate spend (and time) post opportunity creation to drive budget allocation and ABM/event planning ● Provide visibility into weighted measurements from first touch to closed- won, across all marketing channels & sales activity (new and influenced)
  • 19. Have a North Star Metric that Aligns Teams “The wrong metric is worse than no metric at all”
  • 20. ARR Marketing Programs Program ROI Performance @ Stage Engagement Coverage Sales Activities Account Activity Coverage Touchpoint Activity @ Stage Pipeline Coverage & Movement Conversion Rates to Plan Pipeline Coverage Gaps
  • 21. Results & Outcomes - Highlights ● Optimized for: ○ Opportunity creation ○ Closing event strategy ○ ABM programs to open pipeline funnel ○ Full funnel content marketing plan