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Orchestrating Marketing and Sales Actions
Across the Buyer’s Journey
1
© 2021 Demandbase
|
2
Build Account
Journeys and
Measure
Progress
Build custom account stages
using cross-object relationships
leveraging data from accounts,
people, opportunities, and
activities
Use Journeys to understand
where your buyer is in the funnel
and activate channels based on
the stage
Understand pipeline, revenue,
velocity and conversion for each
account list
© 2021 Demandbase
|
500
accounts
400
accounts 300
accounts
200
accounts
100
accounts
600
accounts
350
accounts
150
accounts
3
Retention
Cross-sell
Customer
Opportunity
MQA
Engaged
Awareness
Qualified
No Activity Early Research &
Engagement
In-Market to Buy Increasing LCV
Qualification
Score
>70%
Product Specific
Intent Exists
Two people
have
Engagement
Minutes
>10
(in the last 90 days)
Pipeline Predict
Score >85%
or >100
Engagement
Minutes
Accounts with
an Open
Opportunity in
the X or Y
Stage
Confirmed
Customer
Accounts that
own Product X
with Intent for
Product Y
Accounts with
Renewal
Opportunity
Date
<90 Days
The Account Journey
© 2021 Demandbase
|
4
Retention
Cross-sell
Customer
Opportunity
MQA
Engaged
Awareness
Qualified
No Activity Early Research &
Engagement
In-Market to Buy Increasing LCV
The Account Journey Marketing Action
Customer Story: Placeholder
Awareness Advertising Campaign:
Thought leadership webinars,
eBooks, Infographics, interactive
quizzes.
Qualification Score
>70%
Example: Account is on target account List
or is a Green field Account with
no intent or on-site activity
Sales Action
Add account & contacts, review
historical emails using Demandbase’s
unified inbox
Customer Story: Placeholder
© 2021 Demandbase
|
The Account Journey
5
Retention
Cross-sell
Customer
Opportunity
MQA
Engaged
Awareness
Qualified
No Activity Early Research &
Engagement
In-Market to Buy Increasing LCV
Product Specific Intent
Exists.
Example: Employees at
target account searched Google for
“Best Account Based Experience Software”
and read a few articles related to
Demandbase
Marketing Action Sales Action
Sellers review intent + on-site
activity, prioritize top accounts
Customer Story: Placeholder Customer Story: Placeholder
Start Email Nurture Program
© 2021 Demandbase
|
The Account Journey
6
Retention
Cross-sell
Customer
Opportunity
MQA
Engaged
Awareness
Qualified
No Activity Early Research &
Engagement
In-Market to Buy Increasing LCV
Marketing Action Sales Action
Sales Development Outreach
effort begins
Two people have
Engagement Minutes >10
(in the last 90 days)
Example: Marketing Manager & VP of
Revenue attended “Account Based
Experience” webinar or visited multiple
product pages this week
Customer Story: Placeholder Customer Story: Placeholder
Use web personalization to drive
accounts to relevant content
© 2021 Demandbase
|
The Account Journey
7
Retention
Cross-sell
Customer
Opportunity
MQA
Engaged
Awareness
Qualified
No Activity Early Research &
Engagement
In-Market to Buy Increasing LCV
Marketing Action
Mid-Stage Advertising Campaign:
White papers, videos, demos,
webinars, live events, relevant case-
studies
Sales Action
Account Executives begin
personalized outbound efforts
Pipeline Predict Score >85% or
>100 Engagement Minutes
Example: Account is showing signals
similar to recently opened opportunities;
Visited customer stories page, has
competitive intent, attended some webinars
Customer Story: Placeholder Customer Story: Placeholder
© 2021 Demandbase
|
The Account Journey
8
Retention
Cross-sell
Customer
Opportunity
MQA
Engaged
Awareness
Qualified
No Activity Early Research &
Engagement
In-Market to Buy Increasing LCV
Marketing Action
Direct Mail Campaign with Swag
(automate with Orchestration)
Sales Action
Review anonymous & known
behaviors & competitive intent
Accounts with an Open
Opportunity in the X or Y Stage
Example: This morning, an Account
Executive opened an opportunity in
Salesforce
Customer Story: Placeholder Customer Story: Placeholder
© 2021 Demandbase
|
The Account Journey
9
Retention
Cross-sell
Customer
Opportunity
MQA
Engaged
Awareness
Qualified
No Activity Early Research &
Engagement
In-Market to Buy Increasing LCV
Marketing Action
Growth Advertising Campaign:
Best practices, eBooks, customer-
stories, introducing growth product(s)
Sales Action
Review activities to uncover
growth opportunities
Accounts that own Product X
with Intent for Product Y
Example: Customer that owns our
Engagement Platform that has a lot of
recent intent for “B2B Advertising”
Customer Story: Placeholder Customer Story: Placeholder
© 2021 Demandbase
|
The Account Journey
10
Retention
Cross-sell
Customer
Opportunity
MQA
Engaged
Awareness
Qualified
No Activity Early Research &
Engagement
In-Market to Buy Increasing LCV
Marketing Action
Email Campaign with thought
leadership content & ROI Stories
Sales Action
Review activity on customer
support pages & competitive intent
Accounts with Renewal
Opportunity Date
<90 Days
Example: Acme, Inc. has an open renewal
opportunity that’s due 72 days from now”
Customer Story: Placeholder Customer Story: Placeholder
© 2021 Demandbase
|
Thank you!
11

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Orchestrating marketing and sales actions across the buyers journey

  • 1. Orchestrating Marketing and Sales Actions Across the Buyer’s Journey 1
  • 2. © 2021 Demandbase | 2 Build Account Journeys and Measure Progress Build custom account stages using cross-object relationships leveraging data from accounts, people, opportunities, and activities Use Journeys to understand where your buyer is in the funnel and activate channels based on the stage Understand pipeline, revenue, velocity and conversion for each account list
  • 3. © 2021 Demandbase | 500 accounts 400 accounts 300 accounts 200 accounts 100 accounts 600 accounts 350 accounts 150 accounts 3 Retention Cross-sell Customer Opportunity MQA Engaged Awareness Qualified No Activity Early Research & Engagement In-Market to Buy Increasing LCV Qualification Score >70% Product Specific Intent Exists Two people have Engagement Minutes >10 (in the last 90 days) Pipeline Predict Score >85% or >100 Engagement Minutes Accounts with an Open Opportunity in the X or Y Stage Confirmed Customer Accounts that own Product X with Intent for Product Y Accounts with Renewal Opportunity Date <90 Days The Account Journey
  • 4. © 2021 Demandbase | 4 Retention Cross-sell Customer Opportunity MQA Engaged Awareness Qualified No Activity Early Research & Engagement In-Market to Buy Increasing LCV The Account Journey Marketing Action Customer Story: Placeholder Awareness Advertising Campaign: Thought leadership webinars, eBooks, Infographics, interactive quizzes. Qualification Score >70% Example: Account is on target account List or is a Green field Account with no intent or on-site activity Sales Action Add account & contacts, review historical emails using Demandbase’s unified inbox Customer Story: Placeholder
  • 5. © 2021 Demandbase | The Account Journey 5 Retention Cross-sell Customer Opportunity MQA Engaged Awareness Qualified No Activity Early Research & Engagement In-Market to Buy Increasing LCV Product Specific Intent Exists. Example: Employees at target account searched Google for “Best Account Based Experience Software” and read a few articles related to Demandbase Marketing Action Sales Action Sellers review intent + on-site activity, prioritize top accounts Customer Story: Placeholder Customer Story: Placeholder Start Email Nurture Program
  • 6. © 2021 Demandbase | The Account Journey 6 Retention Cross-sell Customer Opportunity MQA Engaged Awareness Qualified No Activity Early Research & Engagement In-Market to Buy Increasing LCV Marketing Action Sales Action Sales Development Outreach effort begins Two people have Engagement Minutes >10 (in the last 90 days) Example: Marketing Manager & VP of Revenue attended “Account Based Experience” webinar or visited multiple product pages this week Customer Story: Placeholder Customer Story: Placeholder Use web personalization to drive accounts to relevant content
  • 7. © 2021 Demandbase | The Account Journey 7 Retention Cross-sell Customer Opportunity MQA Engaged Awareness Qualified No Activity Early Research & Engagement In-Market to Buy Increasing LCV Marketing Action Mid-Stage Advertising Campaign: White papers, videos, demos, webinars, live events, relevant case- studies Sales Action Account Executives begin personalized outbound efforts Pipeline Predict Score >85% or >100 Engagement Minutes Example: Account is showing signals similar to recently opened opportunities; Visited customer stories page, has competitive intent, attended some webinars Customer Story: Placeholder Customer Story: Placeholder
  • 8. © 2021 Demandbase | The Account Journey 8 Retention Cross-sell Customer Opportunity MQA Engaged Awareness Qualified No Activity Early Research & Engagement In-Market to Buy Increasing LCV Marketing Action Direct Mail Campaign with Swag (automate with Orchestration) Sales Action Review anonymous & known behaviors & competitive intent Accounts with an Open Opportunity in the X or Y Stage Example: This morning, an Account Executive opened an opportunity in Salesforce Customer Story: Placeholder Customer Story: Placeholder
  • 9. © 2021 Demandbase | The Account Journey 9 Retention Cross-sell Customer Opportunity MQA Engaged Awareness Qualified No Activity Early Research & Engagement In-Market to Buy Increasing LCV Marketing Action Growth Advertising Campaign: Best practices, eBooks, customer- stories, introducing growth product(s) Sales Action Review activities to uncover growth opportunities Accounts that own Product X with Intent for Product Y Example: Customer that owns our Engagement Platform that has a lot of recent intent for “B2B Advertising” Customer Story: Placeholder Customer Story: Placeholder
  • 10. © 2021 Demandbase | The Account Journey 10 Retention Cross-sell Customer Opportunity MQA Engaged Awareness Qualified No Activity Early Research & Engagement In-Market to Buy Increasing LCV Marketing Action Email Campaign with thought leadership content & ROI Stories Sales Action Review activity on customer support pages & competitive intent Accounts with Renewal Opportunity Date <90 Days Example: Acme, Inc. has an open renewal opportunity that’s due 72 days from now” Customer Story: Placeholder Customer Story: Placeholder