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Turning Events & Webinars Into Sales
Opportunities & Revenue
Thu June 15, 2017
Hi! I’m Zak.
Agenda
•Challenges
•Teachstone’s story
•Best practices for max’ing opps
– Events
– Webinars
•Q&A
Today’s Speakers
Zak Pines
VP, Marketing
Meghan Cornwell
Marketing Specialist
A “too often story” for events &
webinars
•Spend a lot of time & money
•After the event or webinar, you feel great!
•Follow up… too much time lapses
•And what about the sales results ????
Challenges around events &
webinars
•Keeping the momentum
•Tailoring follow up (including the right next step)
•Measuring the effectiveness
Backround
•Founded in 2008 to scale CLASS®, a classroom
observation tool that looks at the relationship between
teachers and children
•Primary audience: decision makers in school systems
Events
•12-25 paid regional events per year
• Each event has 5-10 sessions
•Market via website, social media,
conferences, email, flyers, calling
•Use Cvent to manage the events &
HubSpot to manage marketing
automation
Challenges for Teachstone
Hard to target
based on past
event participant.
Too much time spent
downloading and
uploading lists
between systems.
No timely post-event
follow-up to attendees
Difficult to conduct
reporting on the
effectiveness of
marketing’s efforts
What Teachstone Did: Connect
Events & Marketing Automation
• Bedrock Data pre-built Cvent & HubSpot connector
• Cvent registrants: pushed into HubSpot
• HubSpot gets record of events (register, attend, sessions)
• HubSpot smart lists & reporting much more powerful
• No more spreadsheet uploads!
Events, Marketing Automation &
CRM Integrations
Events, Marketing Automation &
CRM Integrations
Targeted Event Campaigns
The Results for Teachstone
• Turned a pain point into a huge positive
• Major time savings!
• Event promotion is more targeted: an additional 29
customers from one event!
• Now track Events → Customers
• Our team is freed up so we can do more with our event
marketing
Tips: Connecting Events to
Marketing Automation & Sales
#1 - Follow up during the event - make the connection
#2 - Tier & tag interest at the event
#3 - Segment follow-up
#4 - Enrich marketing database based on topics
#5 - Leverage marketing automation for event ops
Tips: Connecting Webinars to
Marketing Automation & Sales
#1- Immediately deliver leads to MA and/or CRM
#2 - Ask for follow-up preference during the webinar
#3 - Segment webinar promotion - do more, targeted
#4 - Enrich marketing database based on topics
#5 - Leverage marketing automation for webinar ops
Bedrock Data’s Connectors for Events,
Webinars, Marketing Automation & CRM
•Get started on an event/webinar integration
•Discuss an event/webinar integration
•Schedule a follow-up demo
•Share this with others on my team
•No next steps at this time
My preferred next steps...
•Customer Stories
•Expert Guides
•How To Videos
•Infographics
•Power User Series
www.BedrockData.com/Resources
Q&A
Zak Pines
VP, Marketing
Meghan Cornwell
Marketing Specialist
THANK YOU!
Feel free to email me:
zak@bedrockdata.com

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Turning Events & Webinars Into Revenue by Bedrock Data 6.15.2017

  • 1. Turning Events & Webinars Into Sales Opportunities & Revenue Thu June 15, 2017
  • 3. Agenda •Challenges •Teachstone’s story •Best practices for max’ing opps – Events – Webinars •Q&A
  • 4. Today’s Speakers Zak Pines VP, Marketing Meghan Cornwell Marketing Specialist
  • 5. A “too often story” for events & webinars •Spend a lot of time & money •After the event or webinar, you feel great! •Follow up… too much time lapses •And what about the sales results ????
  • 6. Challenges around events & webinars •Keeping the momentum •Tailoring follow up (including the right next step) •Measuring the effectiveness
  • 7. Backround •Founded in 2008 to scale CLASS®, a classroom observation tool that looks at the relationship between teachers and children •Primary audience: decision makers in school systems
  • 8. Events •12-25 paid regional events per year • Each event has 5-10 sessions •Market via website, social media, conferences, email, flyers, calling •Use Cvent to manage the events & HubSpot to manage marketing automation
  • 9. Challenges for Teachstone Hard to target based on past event participant. Too much time spent downloading and uploading lists between systems. No timely post-event follow-up to attendees Difficult to conduct reporting on the effectiveness of marketing’s efforts
  • 10. What Teachstone Did: Connect Events & Marketing Automation • Bedrock Data pre-built Cvent & HubSpot connector • Cvent registrants: pushed into HubSpot • HubSpot gets record of events (register, attend, sessions) • HubSpot smart lists & reporting much more powerful • No more spreadsheet uploads!
  • 11. Events, Marketing Automation & CRM Integrations
  • 12. Events, Marketing Automation & CRM Integrations
  • 14. The Results for Teachstone • Turned a pain point into a huge positive • Major time savings! • Event promotion is more targeted: an additional 29 customers from one event! • Now track Events → Customers • Our team is freed up so we can do more with our event marketing
  • 15. Tips: Connecting Events to Marketing Automation & Sales #1 - Follow up during the event - make the connection #2 - Tier & tag interest at the event #3 - Segment follow-up #4 - Enrich marketing database based on topics #5 - Leverage marketing automation for event ops
  • 16. Tips: Connecting Webinars to Marketing Automation & Sales #1- Immediately deliver leads to MA and/or CRM #2 - Ask for follow-up preference during the webinar #3 - Segment webinar promotion - do more, targeted #4 - Enrich marketing database based on topics #5 - Leverage marketing automation for webinar ops
  • 17. Bedrock Data’s Connectors for Events, Webinars, Marketing Automation & CRM
  • 18. •Get started on an event/webinar integration •Discuss an event/webinar integration •Schedule a follow-up demo •Share this with others on my team •No next steps at this time My preferred next steps...
  • 19. •Customer Stories •Expert Guides •How To Videos •Infographics •Power User Series www.BedrockData.com/Resources
  • 20. Q&A Zak Pines VP, Marketing Meghan Cornwell Marketing Specialist
  • 21. THANK YOU! Feel free to email me: zak@bedrockdata.com