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Best practices in Marketing AutomationAdam Sharp 		  asharp@clever-touch.com 22nd June 2011
About CleverTouch Our Topic Cloud Rules-based Workflow Intelligent Marketing Technology Marketing Know-how
The state of marketing today 3
4 INBOUND OUTBOUND The Gap ,[object Object]
 Processes
 Content
 Skills
Pipeline
Opportunity Management
Sales
Support
(X-sell),[object Object]
Marketing 1.0 = Ineffective Marketing Domain ADHOC   80% Sales  Domain 20%
7
 Major Marketing 1.0 issues 8 no real handle on prospect data slow campaigns = individual heroics multi-channel = multi-complexity adhoc workflow constant reinvention (manual nurturing) partners not integrated  no personalisation pipeline = feast or famine no closed loop & forensic lead analysis
Building a Marketing Capability C. Innovation, Creativity & Stickiness Creating Time, New Initiatives, New Markets/New Products, Serving Internal & External Customer Well B. Communication Programmes, Content based on Shared Progressive Strategy Matching communication tools and dialogue to stage of Buying Process & Personas. Load balancing by Funnel Stage. Enable Continuous Dialogue. Channel Enabled. C B A. Develop a Coherent Marketing Architecture & Shared Strategy Market Sizing & Market Intelligence, Prospect & Customer Data, Inbound & Outbound, Influencer Strategy, Buyer Personas & Buying Process, Content, Nurture Strategy, Sales & Marketing Alignment, Funnel & Pipeline Anatomy, Channel Enablement, KPIs/ROIs. A
Limited Marketing Capability C. Innovation, Creativity & Stickiness Creating Time, New Initiatives, New Markets/New Products, Serving Internal & External Customer Well B. Communication Programmes, Content based on Shared Progressive Strategy Matching communication tools and dialogue to stage of Buying Process & Personas. Load balancing by Funnel Stage. Enable Continuous Dialogue. Channel Enabled. Stuck in “Let’s  Communicate Mode” A. Develop a Coherent Marketing Architecture & Shared Strategy Market Sizing & Market Intelligence, Prospect & Customer Data, Inbound & Outbound, Influencer Strategy, Buyer Personas & Buying Process, Content, Nurture Strategy, Sales & Marketing Alignment, Funnel & Pipeline Anatomy, Channel Enablement, KPIs/ROIs.
11 …and so Marketing needs a new approach
12 Marketing 2.0 - brochureware to marketing hub PRE- CAMPAIGN ANALYSIS PRE- CAMPAIGN ANALYSIS POST- CAMPAIGN ANALYSIS
Our philosophy & methodology No business can accurately predict future revenues without  complete transparency into both the funnel and the pipe….joined up marketing
Customer-centric engagement strategy Educate, don’t sell 14
Each campaign needs content in logical order
16 Think workflow and process Controlled Nurturing Load balancing Closed loop  feed back
17 Whitepaper Blueprint Webinar
TIME  18
SMB ‘Worry Free’c.2m units/contacts9 countries7 languages5 routes to purchase The brief Fully automate, integrated systems,  integrate ‘drip’ and ‘keep in touch’ campaigns dynamic content & richer experience
20 Campaign flow/user journey ,[object Object]
Dynamic content is heavily utilised through the program, for instance in the highly time-sensitive automated program for in trial that launches one of seven emails based on a contact’s trial status.
The tone of the message changes accordingly over time. ,[object Object]
Dynamic content in automated email  29 Days of Trial Remain 3 Days Remain 15 Days Remain 0 Days Remain 7 Days Since Expiry 3 Days Since Expiry
30 Days Since Expiry

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Pardot UK Seminar: Adam Sharp (6/23/2011)

  • 1. Best practices in Marketing AutomationAdam Sharp asharp@clever-touch.com 22nd June 2011
  • 2. About CleverTouch Our Topic Cloud Rules-based Workflow Intelligent Marketing Technology Marketing Know-how
  • 3. The state of marketing today 3
  • 4.
  • 10. Sales
  • 12.
  • 13. Marketing 1.0 = Ineffective Marketing Domain ADHOC 80% Sales Domain 20%
  • 14. 7
  • 15. Major Marketing 1.0 issues 8 no real handle on prospect data slow campaigns = individual heroics multi-channel = multi-complexity adhoc workflow constant reinvention (manual nurturing) partners not integrated no personalisation pipeline = feast or famine no closed loop & forensic lead analysis
  • 16. Building a Marketing Capability C. Innovation, Creativity & Stickiness Creating Time, New Initiatives, New Markets/New Products, Serving Internal & External Customer Well B. Communication Programmes, Content based on Shared Progressive Strategy Matching communication tools and dialogue to stage of Buying Process & Personas. Load balancing by Funnel Stage. Enable Continuous Dialogue. Channel Enabled. C B A. Develop a Coherent Marketing Architecture & Shared Strategy Market Sizing & Market Intelligence, Prospect & Customer Data, Inbound & Outbound, Influencer Strategy, Buyer Personas & Buying Process, Content, Nurture Strategy, Sales & Marketing Alignment, Funnel & Pipeline Anatomy, Channel Enablement, KPIs/ROIs. A
  • 17. Limited Marketing Capability C. Innovation, Creativity & Stickiness Creating Time, New Initiatives, New Markets/New Products, Serving Internal & External Customer Well B. Communication Programmes, Content based on Shared Progressive Strategy Matching communication tools and dialogue to stage of Buying Process & Personas. Load balancing by Funnel Stage. Enable Continuous Dialogue. Channel Enabled. Stuck in “Let’s Communicate Mode” A. Develop a Coherent Marketing Architecture & Shared Strategy Market Sizing & Market Intelligence, Prospect & Customer Data, Inbound & Outbound, Influencer Strategy, Buyer Personas & Buying Process, Content, Nurture Strategy, Sales & Marketing Alignment, Funnel & Pipeline Anatomy, Channel Enablement, KPIs/ROIs.
  • 18. 11 …and so Marketing needs a new approach
  • 19. 12 Marketing 2.0 - brochureware to marketing hub PRE- CAMPAIGN ANALYSIS PRE- CAMPAIGN ANALYSIS POST- CAMPAIGN ANALYSIS
  • 20. Our philosophy & methodology No business can accurately predict future revenues without complete transparency into both the funnel and the pipe….joined up marketing
  • 21. Customer-centric engagement strategy Educate, don’t sell 14
  • 22. Each campaign needs content in logical order
  • 23. 16 Think workflow and process Controlled Nurturing Load balancing Closed loop feed back
  • 26. SMB ‘Worry Free’c.2m units/contacts9 countries7 languages5 routes to purchase The brief Fully automate, integrated systems, integrate ‘drip’ and ‘keep in touch’ campaigns dynamic content & richer experience
  • 27.
  • 28. Dynamic content is heavily utilised through the program, for instance in the highly time-sensitive automated program for in trial that launches one of seven emails based on a contact’s trial status.
  • 29.
  • 30. Dynamic content in automated email 29 Days of Trial Remain 3 Days Remain 15 Days Remain 0 Days Remain 7 Days Since Expiry 3 Days Since Expiry
  • 31. 30 Days Since Expiry
  • 32. Progressive profiling on web, interactive adviser guide
  • 33.
  • 34.
  • 35. Some of the results so far For confidentiality reasons open rates and clicks thru’s are shared but not visits to ecommerce site or revenue figures Suffice to say that logic dictates that an increase in open rates, brand awareness and a higher level of people trialling the software leads to a significant uplift in sales The key is the time to marketing and dynamic relevant content, due to our grabbing data from the ftp site and committing it to the programme (15 times a day) and because of the immediacy of the programme and the dynamic content, there has been a significant uplift in open rates, engagement and ultimately sales As a result this programme has been extended to 2013 and Dell and Trend are looking at other ways to partner and to integrate marketing automation into their marketing. 27
  • 36. 28 % rates across all program sends 18351 Note: Percentages reflect the proportion of people clicking on the advisor link in the email, who then go on to: fully complete the tool, open the report they are emailed following completion, and click a link within the final report
  • 37. 29 Marketing Automation isopportunity for Marketing Transformation
  • 39. Best practices in Marketing AutomationAdam Sharp asharp@clever-touch.com 22nd June 2011