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WTF IS ABM
6
What it’s not?
• A list of accounts
• “Air Cover” for sales
• Advertising to accounts
• An ABM vendor
• 1-to-1 messaging or 1-to-
many messaging
• Content Strategy
• Intent data alone
• Account alerts to sales
• Web Personalization
A Business and GTM
Strategy that requires work,
prep, alignment,
collaboration, and data
architecture for it to work
well
What it is?
7
WHO OWNS IT
8
What most of them
really feel like…
10
WHO OWNS ABM
ABM
MARKETING
SALES
PRODUCT
CUSTOMER
SUCCESS
CEO or
C-SUITE
11
STEPS TO WIN THEM OVER
1. Do a quick-win campaign to show how it can help all areas
of the business
2. Teach the C-Suite the value of a unified approach (CX)
3. Narrow your focus with your GTM & do it with data (Intent)
4. Segment your audience so it can be prioritized (Intent)
5. Agree on the who the buying committee is
6. Do sales, literally do it with a rep
Customer Success,
Support/Service
Sales Product C-Suite
What most of them really
feel like…
86% of B2B CMOs reporting that the consider customer
experiences to be very important, yet 57% of them reported
only marginal CX performance. (Accenture)
84% of organizations working to improve CX report an increase
in revenue (Qualtrics)
As marketers become the go-to data
experts, chief marketing officers will
soon take ownership of the customer
experience.
86% of chief marketing officers and senior
marketing executives in a recent Economist
Intelligence Unit and Marketo report study
believe that, by 2020, they will own the entire,
end-to-end customer experience.
CX + MARKETING
We become owners of the customer experience when we can leverage the data
throughout the journey for every function, are you ready?
Customer Journey Process Example
Digital Awareness
Offline Awareness
Digital On Board
Offline
OnBoard
Landing Page
Form Fill
Onsite Demo /
Request More Info BDR or Sales
Engagement Sales Transition
BDR or Sales
Engagement
Nurture with Direct Mail, Account
Insights, Email, Paid
Campaign
Nurture
Nurture Channels: Digital, Direct Mail, Email, Social,
Offline
Turn Back to Nurture
Vision
Match?
Vision Match
Live Chat
PROSPECTING
Outbound calls, email &
social queries to support
pre- and post-event lists
and predefined audiences.
MQL/MQA
MQL/
MQA
SQL/SQA
SAL/SAA (BDR
agrees on
MQL/MQA)
SAL/SAA
(Denial)
SQL/SQA (Sales
agrees to take the
lead)
Unique Opportunity Stages (Sample)
1. Demo Scheduled
2. Demo Performed
3. Closed Won
4. Closed Loss
Customer Centric
Marketing: Survey
Customer
Webinars
PAID MEDIA
PR/SEO/ORGANIC
PODCAST
Nurture on Upsell Track
Case Study/
Testimonial
6 Months
9 Months
Referral
PUBLICATIONS
Unique
Channels
Toolkit
Videos
Influencer
Campaigns
Email Community
Blogs G2 Crowd Terminus
Demandbase
Quora
Direct Mail
SOCIAL MEDIA POST
SPOONSORED EVENTS
NATIONAL EVENTS
Customer Journey Process Example
Digital Awareness
Offline Awareness
Digital On Board
Offline
OnBoard
Landing Page
Form Fill
Onsite Demo /
Request More Info BDR or Sales
Engagement Sales Transition
BDR or Sales
Engagement
Nurture with Direct Mail, Account
Insights, Email, Paid
Campaign
Nurture
Nurture Channels: Digital, Direct Mail, Email, Social,
Offline
Turn Back to Nurture
Vision
Match?
Vision Match
Live Chat
PROSPECTING
Outbound calls, email &
social queries to support
pre- and post-event lists
and predefined audiences.
MQL/MQA
MQL/
MQA
SQL/SQA
SAL/SAA (BDR
agrees on
MQL/MQA)
SAL/SAA
(Denial)
SQL/SQA (Sales
agrees to take the
lead)
Unique Opportunity Stages (Sample)
1. Demo Scheduled
2. Demo Performed
3. Closed Won
4. Closed Loss
Customer Centric
Marketing: Survey
Customer
Webinars
PAID MEDIA
PR/SEO/ORGANIC
PODCAST
Nurture on Upsell Track
Case Study/
Testimonial
6 Months
9 Months
Referral
PUBLICATIONS
Unique
Channels
Toolkit
Videos
Influencer
Campaigns
Email Hellobar
Blogs G2 Crowd Terminus
Demandbase
Quora
Direct Mail
SOCIAL MEDIA POST
SPOONSORED EVENTS
NATIONAL EVENTS
BRAND
BRAND
BRAND
Messaging &
Positioning
Cause
Marketing
Social
Proof
Sales
Feedback
Persona,
TAM, ICP
Product
Marketing
Customer Journey Process Example
Digital Awareness
Offline Awareness
Digital On Board
Offline
OnBoard
Landing Page
Form Fill
Onsite Demo /
Request More Info BDR or Sales
Engagement Sales Transition
BDR or Sales
Engagement
Nurture with Direct Mail, Account
Insights, Email, Paid
Campaign
Nurture
Nurture Channels: Digital, Direct Mail, Email, Social,
Offline
Turn Back to Nurture
Vision
Match?
Vision Match
Live Chat
PROSPECTING
Outbound calls, email &
social queries to support
pre- and post-event lists
and predefined audiences.
MQL/MQA
MQL/
MQA
SQL/SQA
SAL/SAA (BDR
agrees on
MQL/MQA)
SAL/SAA
(Denial)
SQL/SQA (Sales
agrees to take the
lead/account)
Unique Opportunity Stages (Sample)
1. Demo Scheduled
2. Demo Performed
3. Closed Won
4. Closed Loss
Customer Centric
Marketing: Survey
Customer
Webinars
PAID MEDIA
PR/SEO/ORGANIC
PODCAST
Nurture on Upsell Track
Case Study/
Testimonial
6 Months
9 Months
Referral
PUBLICATIONS
Unique
Channels
Toolkit
Videos
Influencer
Campaigns
Email Hellobar
Blogs G2 Crowd Terminus
Demandbase
Quora
Direct Mail
SOCIAL MEDIA POST
SPOONSORED EVENTS
NATIONAL EVENTS
Account Selection
& Persona
ABM Account
Expansion &
Personalization
ABM Finger Print
ABM Account Expansion
& Personalization
BRAND
BRAND
BRAND
Messaging &
Positioning
Cause
Marketing
Social
Proof
Sales
Feedback
Persona,
TAM, ICP
Product
Marketing
Customer
Advocacy
ABM Account
Expansion &
Personalization
Customer Journey Process Example
Digital Awareness
Offline Awareness
Digital On Board
Offline
OnBoard
Landing Page
Form Fill
Onsite Demo /
Request More Info BDR or Sales
Engagement Sales Transition
BDR or Sales
Engagement
Nurture with Direct Mail, Account
Insights, Email, Paid
Campaign
Nurture
Nurture Channels: Digital, Direct Mail, Email, Social,
Offline
Turn Back to Nurture
Vision
Match?
Vision Match
Live Chat
PROSPECTING
Outbound calls, email &
social queries to support
pre- and post-event lists
and predefined audiences.
MQL/MQA
MQL/
MQA
SQL/SQA
SAL/SAA (BDR
agrees on
MQL/MQA)
SAL/SAA
(Denial)
SQL/SQA (Sales
agrees to take the
lead)
Unique Opportunity Stages (Sample)
1. Demo Scheduled
2. Demo Performed
3. Closed Won
4. Closed Loss
Customer Centric
Marketing: Survey
Customer
Webinars
PAID MEDIA
PR/SEO/ORGANIC
PODCAST
Nurture on Upsell Track
Case Study/
Testimonial
6 Months
9 Months
Referral
PUBLICATIONS
Unique
Channels
Toolkit
Videos
Influencer
Campaigns
Email Hellobar
Blogs G2 Crowd Terminus
Demandbase
Quora
Direct Mail
SOCIAL MEDIA POST
SPOONSORED EVENTS
NATIONAL EVENTS
Account Selection
& Persona
ABM Account
Expansion &
Personalization
ABM Finger Print
ABM Account Expansion
& Personalization
Intent Data
BRAND
BRAND
BRAND
Messaging &
Positioning
Cause
Marketing
Social
Proof
Sales
Feedback
Persona,
TAM, ICP
Product
Marketing
Customer
Advocacy
ABM Account
Expansion &
Personalization
INTENT LAYERS
It should be a piece of cake, right?
Customers, Review Sites, Gartner Peer Insights,
Call Recordings
Analysts, Influencer validation, TAM metrics, ICP
metrics
Competitive Software, Contract details,
current software, segmentation
Lead scoring, Content topic intent,
podcast, attribution, Community
Bombora, Review Sites, ABM scoring,
sales intelligence, & Personal insights
Customer Voice
Market Intelligence
Technographics & Demographics
Demand Gen & Brand
Account Engagement
Customer Success,
Support/Service
Sales Product
Two-way input, strategy &
feedback goes both ways
C-Suite
INTELLIGENCE ON TECH
Community Behind Causes
- Evergreen quarterly or yearly
- Free market research
- Customer Voice Data
- Pain Point Validation
$0
Right on The Money
Intelligence
& Intent
Content Advertising Email & Text Community
Gifting/Direct
Mail
Chat Personalization
ABM Example Playbook
Web
By Role
By Persona
By
Tier/Segme
nt
Gong
G2/Review
Sites
Podcast
Unique
Content &
Gift
Technogra
phics
Customers
Timely
Simple
Marketing
behind
causes
Paid
Promos
By Role
By
Tier/Segm
ent
LinkedIn
All assets
Analysts One Campaign Theme for it all
ABM
Platform
FB, Google,
and others
By unique
pain and
value
By unique
pain and
value
Execution
Examples
Alerts to sales are no
different
ABM Platform Engagement: Terminus
ABM Rep Dashboard
Score on Intent
Make it easier for sales
Data is meant to be shared
28

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Utilizing Intent Data to Get Everyone a Seat at the Planning Table

  • 1. 1
  • 2. 2
  • 3. 3
  • 4.
  • 6. 6 What it’s not? • A list of accounts • “Air Cover” for sales • Advertising to accounts • An ABM vendor • 1-to-1 messaging or 1-to- many messaging • Content Strategy • Intent data alone • Account alerts to sales • Web Personalization A Business and GTM Strategy that requires work, prep, alignment, collaboration, and data architecture for it to work well What it is?
  • 8. 8
  • 9. What most of them really feel like…
  • 11. 11 STEPS TO WIN THEM OVER 1. Do a quick-win campaign to show how it can help all areas of the business 2. Teach the C-Suite the value of a unified approach (CX) 3. Narrow your focus with your GTM & do it with data (Intent) 4. Segment your audience so it can be prioritized (Intent) 5. Agree on the who the buying committee is 6. Do sales, literally do it with a rep Customer Success, Support/Service Sales Product C-Suite
  • 12. What most of them really feel like… 86% of B2B CMOs reporting that the consider customer experiences to be very important, yet 57% of them reported only marginal CX performance. (Accenture) 84% of organizations working to improve CX report an increase in revenue (Qualtrics) As marketers become the go-to data experts, chief marketing officers will soon take ownership of the customer experience. 86% of chief marketing officers and senior marketing executives in a recent Economist Intelligence Unit and Marketo report study believe that, by 2020, they will own the entire, end-to-end customer experience. CX + MARKETING We become owners of the customer experience when we can leverage the data throughout the journey for every function, are you ready?
  • 13. Customer Journey Process Example Digital Awareness Offline Awareness Digital On Board Offline OnBoard Landing Page Form Fill Onsite Demo / Request More Info BDR or Sales Engagement Sales Transition BDR or Sales Engagement Nurture with Direct Mail, Account Insights, Email, Paid Campaign Nurture Nurture Channels: Digital, Direct Mail, Email, Social, Offline Turn Back to Nurture Vision Match? Vision Match Live Chat PROSPECTING Outbound calls, email & social queries to support pre- and post-event lists and predefined audiences. MQL/MQA MQL/ MQA SQL/SQA SAL/SAA (BDR agrees on MQL/MQA) SAL/SAA (Denial) SQL/SQA (Sales agrees to take the lead) Unique Opportunity Stages (Sample) 1. Demo Scheduled 2. Demo Performed 3. Closed Won 4. Closed Loss Customer Centric Marketing: Survey Customer Webinars PAID MEDIA PR/SEO/ORGANIC PODCAST Nurture on Upsell Track Case Study/ Testimonial 6 Months 9 Months Referral PUBLICATIONS Unique Channels Toolkit Videos Influencer Campaigns Email Community Blogs G2 Crowd Terminus Demandbase Quora Direct Mail SOCIAL MEDIA POST SPOONSORED EVENTS NATIONAL EVENTS
  • 14. Customer Journey Process Example Digital Awareness Offline Awareness Digital On Board Offline OnBoard Landing Page Form Fill Onsite Demo / Request More Info BDR or Sales Engagement Sales Transition BDR or Sales Engagement Nurture with Direct Mail, Account Insights, Email, Paid Campaign Nurture Nurture Channels: Digital, Direct Mail, Email, Social, Offline Turn Back to Nurture Vision Match? Vision Match Live Chat PROSPECTING Outbound calls, email & social queries to support pre- and post-event lists and predefined audiences. MQL/MQA MQL/ MQA SQL/SQA SAL/SAA (BDR agrees on MQL/MQA) SAL/SAA (Denial) SQL/SQA (Sales agrees to take the lead) Unique Opportunity Stages (Sample) 1. Demo Scheduled 2. Demo Performed 3. Closed Won 4. Closed Loss Customer Centric Marketing: Survey Customer Webinars PAID MEDIA PR/SEO/ORGANIC PODCAST Nurture on Upsell Track Case Study/ Testimonial 6 Months 9 Months Referral PUBLICATIONS Unique Channels Toolkit Videos Influencer Campaigns Email Hellobar Blogs G2 Crowd Terminus Demandbase Quora Direct Mail SOCIAL MEDIA POST SPOONSORED EVENTS NATIONAL EVENTS BRAND BRAND BRAND Messaging & Positioning Cause Marketing Social Proof Sales Feedback Persona, TAM, ICP Product Marketing
  • 15. Customer Journey Process Example Digital Awareness Offline Awareness Digital On Board Offline OnBoard Landing Page Form Fill Onsite Demo / Request More Info BDR or Sales Engagement Sales Transition BDR or Sales Engagement Nurture with Direct Mail, Account Insights, Email, Paid Campaign Nurture Nurture Channels: Digital, Direct Mail, Email, Social, Offline Turn Back to Nurture Vision Match? Vision Match Live Chat PROSPECTING Outbound calls, email & social queries to support pre- and post-event lists and predefined audiences. MQL/MQA MQL/ MQA SQL/SQA SAL/SAA (BDR agrees on MQL/MQA) SAL/SAA (Denial) SQL/SQA (Sales agrees to take the lead/account) Unique Opportunity Stages (Sample) 1. Demo Scheduled 2. Demo Performed 3. Closed Won 4. Closed Loss Customer Centric Marketing: Survey Customer Webinars PAID MEDIA PR/SEO/ORGANIC PODCAST Nurture on Upsell Track Case Study/ Testimonial 6 Months 9 Months Referral PUBLICATIONS Unique Channels Toolkit Videos Influencer Campaigns Email Hellobar Blogs G2 Crowd Terminus Demandbase Quora Direct Mail SOCIAL MEDIA POST SPOONSORED EVENTS NATIONAL EVENTS Account Selection & Persona ABM Account Expansion & Personalization ABM Finger Print ABM Account Expansion & Personalization BRAND BRAND BRAND Messaging & Positioning Cause Marketing Social Proof Sales Feedback Persona, TAM, ICP Product Marketing Customer Advocacy ABM Account Expansion & Personalization
  • 16. Customer Journey Process Example Digital Awareness Offline Awareness Digital On Board Offline OnBoard Landing Page Form Fill Onsite Demo / Request More Info BDR or Sales Engagement Sales Transition BDR or Sales Engagement Nurture with Direct Mail, Account Insights, Email, Paid Campaign Nurture Nurture Channels: Digital, Direct Mail, Email, Social, Offline Turn Back to Nurture Vision Match? Vision Match Live Chat PROSPECTING Outbound calls, email & social queries to support pre- and post-event lists and predefined audiences. MQL/MQA MQL/ MQA SQL/SQA SAL/SAA (BDR agrees on MQL/MQA) SAL/SAA (Denial) SQL/SQA (Sales agrees to take the lead) Unique Opportunity Stages (Sample) 1. Demo Scheduled 2. Demo Performed 3. Closed Won 4. Closed Loss Customer Centric Marketing: Survey Customer Webinars PAID MEDIA PR/SEO/ORGANIC PODCAST Nurture on Upsell Track Case Study/ Testimonial 6 Months 9 Months Referral PUBLICATIONS Unique Channels Toolkit Videos Influencer Campaigns Email Hellobar Blogs G2 Crowd Terminus Demandbase Quora Direct Mail SOCIAL MEDIA POST SPOONSORED EVENTS NATIONAL EVENTS Account Selection & Persona ABM Account Expansion & Personalization ABM Finger Print ABM Account Expansion & Personalization Intent Data BRAND BRAND BRAND Messaging & Positioning Cause Marketing Social Proof Sales Feedback Persona, TAM, ICP Product Marketing Customer Advocacy ABM Account Expansion & Personalization
  • 17. INTENT LAYERS It should be a piece of cake, right? Customers, Review Sites, Gartner Peer Insights, Call Recordings Analysts, Influencer validation, TAM metrics, ICP metrics Competitive Software, Contract details, current software, segmentation Lead scoring, Content topic intent, podcast, attribution, Community Bombora, Review Sites, ABM scoring, sales intelligence, & Personal insights Customer Voice Market Intelligence Technographics & Demographics Demand Gen & Brand Account Engagement Customer Success, Support/Service Sales Product Two-way input, strategy & feedback goes both ways C-Suite
  • 19.
  • 20.
  • 21. Community Behind Causes - Evergreen quarterly or yearly - Free market research - Customer Voice Data - Pain Point Validation $0 Right on The Money
  • 22. Intelligence & Intent Content Advertising Email & Text Community Gifting/Direct Mail Chat Personalization ABM Example Playbook Web By Role By Persona By Tier/Segme nt Gong G2/Review Sites Podcast Unique Content & Gift Technogra phics Customers Timely Simple Marketing behind causes Paid Promos By Role By Tier/Segm ent LinkedIn All assets Analysts One Campaign Theme for it all ABM Platform FB, Google, and others By unique pain and value By unique pain and value
  • 24. Alerts to sales are no different
  • 25. ABM Platform Engagement: Terminus ABM Rep Dashboard Score on Intent
  • 26. Make it easier for sales
  • 27. Data is meant to be shared
  • 28. 28