PORTLAND BUSINESS SALON:
Turning Curiosity into Customers
with Marketing Automation
Hosted by:
About Idealist Consulting
From socially-responsible roots
to INC5000 award winners
Who We Are
● Founded by Peace Corps
volunteer
● Located on N. Mississippi Ave
● INC5000 award winner
● One of PDX’s fastest-growing
businesses
● Over 800 Projects
About Today
What is
marketing
automation
Marketing
assessment
Break out
sessions
About You
LEARN ENJOY ENGAGE
Your Presenters
Nicole Conley
Client Services
Pardot/Salesforce
Rob Jordan
CEO & Founder
Idealist Consulting
Bethany Williams
Marketing Strategist
Idealist Consulting
Marketing
Automation
If you could,
what would you
automate?
Nicole Conley -
Client Advocate Team Lead
Is It Local?
Why Marketing Automation?
1) To make marketing an intuitive solution
2) To bridge the gap between Marketing and Sales teams
3) To enable sales execution
DRIVE MORE
REVENUE
Buyers Are More Connected
to Information Than Ever Before
Buyers Are Now 60% Through Sales Cycle
Before They Engage With a Sales Person
The Goal of Marketers is to Fuel Sales,
But Most Organizations Aren’t Aligned
Email
References
Social
Website
Community
Marketing Sales
are unsatisfied with sales
and marketing data
alignment
63%
say sales and marketing
operations alignment is
poor
58%
The Impact: Sales is Less Productive
& It’s Harder to Close Deals
of buyers want to wait to
connect with a company
until they’re ready to buy
90% of cold calls result in an
appointment with a
customer
2%
average sales cycle
increased 22% due to
more people involved in
buying process
22%
on average, sales people
invest 6.25 hours to set one
appointment
6.25
How Can Marketers Guide Sales
to Connect With Buyers?
Connect, Market, and Sell Together
with Marketing Automation
Easy & Powerful Lead Generation
Personalized campaigns that scale
in minutes
Unstoppable Sales & Marketing
Align & empower teams like never
before
Holistic Sales & Marketing
Ecosystem
Extend the Sales Cloud to
marketing
Create a Sales & Marketing Super Team
Gain new insights into
prospects’ interests and pain
points.
Empower sales reps
with marketing assets.
Quickly identify the
hottest leads in real
time.
Improved marketing
production
45% Improved lead
generation
42%
Improved lead nurturing
41%
Increased sales
revenue
44%
eMarketer Marketing Automation Report 2015
Customers who use
Marketing Automation sell more
thank y u
-Where you are-
-Where you could be-
-How to get there-
Bethany Williams
Marketing Strategist
Marketing
Automation
What is marketing automation?
The antithesis of a traditional, outbound, sales-centric approach
This is the face of outreach
in the digital age
Don’t be unfriended
When you’re keyed in to your
customers’ needs, your
engagement won’t feel like a
cold call at the dinner table,
but a welcome resource
delivered through their
preferred medium.
Typical starting point
Website
CRM
Web to lead
formsBlog
Mass Email
Social Media
Internal Email
Where you could be
Website
CRM
Marketing
Automation
Registration
Page
Landing
pages
Blog
Mass Email
Twitter
Facebook
Gmail
What’s next
Tier
One
Tier
Three
Email Campaigns
Drip Campaigns
Advanced Workflows
Advanced Analytics
Integrated Publishing
Social publishing/listening
Web integration/forms
Email Campaigns
Drip Campaigns
More sophisticated analytics
Lead scoring
Tier
Two
Email Campaigns
Basic Analytics
So where are you?
Tier 3: (5K plus records) Proactive digital strategy including SEM, SEO, content marketing
through whitepapers and blogs, established communication plan and lead segmentation.
Full customer journey is recognized.
Tier 2: (1-5k records) Digital strategy including mass email, scheduled campaigns, sporadic
blogging, social media.
Need for customer journey is recognized but not sure how to get there.
Tier 1: (1K or less records) Reactive digital strategy with mostly manual processes including
one-off emails and occasional social media.
Customer journey is not recognized.
Get the tools
Tier
One
Tier
Three
Email App: Pardot
Internal Email Client: Cirrus
CRM: Yes
Forms: Pardot
Blog Monitoring: Pardot
Landing Pages: Pardot
Social: Pardot
Surveys: Getfeedback
Strategy: Yes
Email App: Predictive Response
Internal Email Client: Cirrus
CRM: Yes
Forms: Web to Lead
Blog Monitoring: N/A
Landing Pages: N/A
Social: Hootsuite
Surveys: Getfeedback
Strategy: Yes
Tier
Two
Email App: Cirrus
Internal Email Client: Cirrus
CRM: Yes
Forms: N/A
Blog Monitoring: N/A
Landing Pages: N/A
Social: Hootsuite
Surveys: Getfeedback
Strategy: No
1. Tier 1 (Alex - Cirrus)
1. Tier 2 (Bethany - Idealist Consulting)
1. Tier 3 (Nicole - Pardot)
Breakout Groups
Thank you!
Nicole Conley
Client Services
Pardot/Salesforce
Rob Jordan
CEO & Founder
Idealist Consulting
Bethany Williams
Marketing Strategist
Idealist Consulting

Turn Curiosity into Customers with Marketing Automation

  • 1.
    PORTLAND BUSINESS SALON: TurningCuriosity into Customers with Marketing Automation Hosted by:
  • 2.
    About Idealist Consulting Fromsocially-responsible roots to INC5000 award winners Who We Are ● Founded by Peace Corps volunteer ● Located on N. Mississippi Ave ● INC5000 award winner ● One of PDX’s fastest-growing businesses ● Over 800 Projects
  • 3.
  • 4.
  • 5.
    Your Presenters Nicole Conley ClientServices Pardot/Salesforce Rob Jordan CEO & Founder Idealist Consulting Bethany Williams Marketing Strategist Idealist Consulting
  • 6.
    Marketing Automation If you could, whatwould you automate? Nicole Conley - Client Advocate Team Lead
  • 7.
  • 8.
    Why Marketing Automation? 1)To make marketing an intuitive solution 2) To bridge the gap between Marketing and Sales teams 3) To enable sales execution DRIVE MORE REVENUE
  • 9.
    Buyers Are MoreConnected to Information Than Ever Before
  • 10.
    Buyers Are Now60% Through Sales Cycle Before They Engage With a Sales Person
  • 11.
    The Goal ofMarketers is to Fuel Sales, But Most Organizations Aren’t Aligned Email References Social Website Community Marketing Sales are unsatisfied with sales and marketing data alignment 63% say sales and marketing operations alignment is poor 58%
  • 12.
    The Impact: Salesis Less Productive & It’s Harder to Close Deals of buyers want to wait to connect with a company until they’re ready to buy 90% of cold calls result in an appointment with a customer 2% average sales cycle increased 22% due to more people involved in buying process 22% on average, sales people invest 6.25 hours to set one appointment 6.25
  • 13.
    How Can MarketersGuide Sales to Connect With Buyers?
  • 14.
    Connect, Market, andSell Together with Marketing Automation Easy & Powerful Lead Generation Personalized campaigns that scale in minutes Unstoppable Sales & Marketing Align & empower teams like never before Holistic Sales & Marketing Ecosystem Extend the Sales Cloud to marketing
  • 15.
    Create a Sales& Marketing Super Team Gain new insights into prospects’ interests and pain points. Empower sales reps with marketing assets. Quickly identify the hottest leads in real time.
  • 16.
    Improved marketing production 45% Improvedlead generation 42% Improved lead nurturing 41% Increased sales revenue 44% eMarketer Marketing Automation Report 2015 Customers who use Marketing Automation sell more
  • 17.
  • 18.
    -Where you are- -Whereyou could be- -How to get there- Bethany Williams Marketing Strategist Marketing Automation
  • 19.
    What is marketingautomation? The antithesis of a traditional, outbound, sales-centric approach
  • 20.
    This is theface of outreach in the digital age Don’t be unfriended When you’re keyed in to your customers’ needs, your engagement won’t feel like a cold call at the dinner table, but a welcome resource delivered through their preferred medium.
  • 21.
    Typical starting point Website CRM Webto lead formsBlog Mass Email Social Media Internal Email
  • 22.
    Where you couldbe Website CRM Marketing Automation Registration Page Landing pages Blog Mass Email Twitter Facebook Gmail
  • 23.
    What’s next Tier One Tier Three Email Campaigns DripCampaigns Advanced Workflows Advanced Analytics Integrated Publishing Social publishing/listening Web integration/forms Email Campaigns Drip Campaigns More sophisticated analytics Lead scoring Tier Two Email Campaigns Basic Analytics
  • 24.
    So where areyou? Tier 3: (5K plus records) Proactive digital strategy including SEM, SEO, content marketing through whitepapers and blogs, established communication plan and lead segmentation. Full customer journey is recognized. Tier 2: (1-5k records) Digital strategy including mass email, scheduled campaigns, sporadic blogging, social media. Need for customer journey is recognized but not sure how to get there. Tier 1: (1K or less records) Reactive digital strategy with mostly manual processes including one-off emails and occasional social media. Customer journey is not recognized.
  • 25.
    Get the tools Tier One Tier Three EmailApp: Pardot Internal Email Client: Cirrus CRM: Yes Forms: Pardot Blog Monitoring: Pardot Landing Pages: Pardot Social: Pardot Surveys: Getfeedback Strategy: Yes Email App: Predictive Response Internal Email Client: Cirrus CRM: Yes Forms: Web to Lead Blog Monitoring: N/A Landing Pages: N/A Social: Hootsuite Surveys: Getfeedback Strategy: Yes Tier Two Email App: Cirrus Internal Email Client: Cirrus CRM: Yes Forms: N/A Blog Monitoring: N/A Landing Pages: N/A Social: Hootsuite Surveys: Getfeedback Strategy: No
  • 26.
    1. Tier 1(Alex - Cirrus) 1. Tier 2 (Bethany - Idealist Consulting) 1. Tier 3 (Nicole - Pardot) Breakout Groups
  • 27.
    Thank you! Nicole Conley ClientServices Pardot/Salesforce Rob Jordan CEO & Founder Idealist Consulting Bethany Williams Marketing Strategist Idealist Consulting