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Global CRM & Demand Center
Global CRM – Fundamentals (MKTG1060)
YOUR LEADS HAVE A NEED FOR SPEED
QUICK ANSWERS TO COMMON QUESTIONS
§  A	
  link	
  to	
  the	
  recording	
  of	
  the	
  webinar	
  will	
  be	
  sent	
  
to	
  all	
  registered	
  a2endees	
  a3er	
  the	
  webinar	
  
concludes	
  
§  We	
  will	
  also	
  send	
  you	
  a	
  link	
  to	
  download	
  a	
  .pdf	
  
copy	
  of	
  this	
  presenta3on.	
  
§  Feel	
  free	
  to	
  ask	
  ques3ons	
  during	
  the	
  presenta3on	
  
–	
  we	
  may	
  answer	
  as	
  we	
  go	
  or	
  hold	
  off	
  un?l	
  the	
  
end.	
  	
  
Mary Firme
Chief Lead Accelerator,
ReachForce
@MaryFirme
Bryan Shaw, PMP
Global Marketing Operations
Manager, Dell
@shaw_bryan
YOUR LEADS HAVE A NEED FOR SPEED: PRESENTERS
ABOUT REACHFORCE
§  Mastering data management for B2B
Marketers for nearly a decade
§  Driving innovation in marketing data
platform by maintaining a dynamic
database of customers, accounts and
transactions
§  Providing continuous data quality
management to build quality leads for
marketers to create a more valuable
customer engagement
Best Lead Generation Solution
ABOUT MARY FIRME
Experienced cat
wrangler
2013 Stevie - Gold
Award Winner -
Marketer of the Year
20 Years Demand
Generation,
Operations and
Digital Marketing
FAST LEAD HANDLING IS NOT THIS.
Sales.	
  
Lead who’s
just looking.	
  
FAST LEAD HANDLING IS FOR THIS.
Sales.	
  
“Today’s buyers are
two-thirds to 90%
of the way through
their purchase journey
before they reach out to
the vendor.”
- Lori Wizdo, Forrester	
  
Forrester	
  Infographic	
  2012	
  	
  
ROUTING LEADS ACCURATELY HELPS SPEED.
AND SALES.
Route leads by:
•  Zip code
•  State
•  Revenues
•  Employee Count
•  Industry
•  Global enterprise
•  Technology used
•  And when you route it -
track what happened.
SUBMIT!
First Name:!
Last Name:!
Email:!
Company:!
Phone:!
Jennifer!
Anderson!
mvp@webtrends.com!
WebTrends!
503-222-2222!
First Name Jennifer State Code OR
Last Name Anderson Country Code US
Email
mvp@webtrend
s.com
Employee
Count
325
Company Webtrends Inc.
Employee
Location Count
23
Phone 503-294-7025
Annual
Revenue
$42,200,000
Address 1 851 SW 6th Ave SIC 7372
Address 2 Ste 600
SIC Industry
Name
Prepackaged
Software
City Portland NAICS 511210
State Oregon
NAICS Sector
Name
Software
Publishers
Country USA Company URL
www.webtrends.
com
Postal Code 97204-1343 Subsidiary SUB
Trade Style
Name
Confidence
Level
user
5QUESTIONSSmartForms in Action"
Webtrends increased
speed to complete
progressive profiles 19X
with SmartForms –
getting full qualification
in just 1 day (down from
20 days).
As a results, Webtrends
grew sales pipeline 40%
per quarter post
SmartForms, a massive
business impact for the
company.
ABOUT BRYAN SHAW
Alaska:	
  
2006-­‐2009	
  
Looking	
  Unified	
  
Iraq : 2006-2007
Looking
Intimidating
Rochester:	
  2009-­‐2011	
  
Looking	
  Technical	
  
Dell	
  Aus?n	
  
2011-­‐Now	
  
DELL’S DEMAND CENTER TODAY
BACK TO THE BEGINNING: 2009
§  People	
  began	
  loading	
  stuff	
  into	
  
Salesforce.com	
  
§  Sales-­‐ready	
  leads	
  ranged	
  from	
  CIO	
  
event	
  	
  a2endees	
  to	
  3rd	
  party	
  
purchased	
  list	
  of	
  names	
  
§  Leads	
  took	
  4-­‐8	
  weeks	
  to	
  get	
  to	
  
Sales	
  
§  Sales	
  took	
  weeks	
  to	
  follow-­‐up	
  
§  Then	
  we	
  read	
  
The	
  Lead	
  Response	
  Management	
  
Study…	
  
WEAK LEADS: A SELF FULFILLING PROPHECY
2009-­‐12	
  Average	
  
	
  
	
  
	
  
	
  
	
  
14	
  
LEAD SPEED IS VEHICLE-AGNOSTIC
Dell is best in class.
(When we do everything right)
	
  
	
  
	
  
	
  
	
  
	
  
15	
  
WEAK LEADS: MARKETING’S CONTRIBUTION
2011-12
Average
	
  
	
  
	
  
	
  
	
  
	
  
STEP 1: NAME KEY OBJECTIVE & IDENTIFY CHALLENGES
Key Objective.
Customers are looking for responsiveness from
Dell – our mission is to exceed their expectations.
Challenges: Automation is not easy.
§  Most lead generation is still “offline”
§  Massive direct Sales team is account-based –
lookups required
§  No qualification team: marketers must write
detailed instructions for Sales follow-up
§  Events and 3rd party vendors are not optimized
for speed
§  All or nothing approach to “online”
automation caused quality issues or lead
leakage
STEP 2: ADDRESS THE CHALLENGES
Set SLAs for offline leads and add
“concierge” service for online leads
Measure Baseline. Expose Flaws.
Fix Process. Repeat.
Vendors Marketers Operations
Sales
• Enforce 7-day turnaround
for event leads
• Update vendor agreements
• Require personal touch by
marketing within minutes
for online leads
• Reroute online “non-lead
gen” inquiries
• Copy Sales on replies to
expedite follow-up
IT
0
5
10
15
0
20
40
60
80
100%
LE US PUB NA MB NA LATAM EMEA APJ G500 OEM Total
Average Days to Follow Up
Acceptable Follow Up Time
Follow Up%
Q3FY13 Days to Follow Up
Q4FY13 Days to Follow Up
Q3FY13 Follow Up %
Q4FY13 Follow Up %
STEP 3: MEASURE THE REVENUE PAY OFF
Huge ROI for Concierge
Program:
• 35x in LATAM
• 19x in NA
Small investments or improvements
can yield huge revenue gains.
19	
  
STEP 4: FINDINGS – SHARE SUCCESS (& FAILURES)
SUCCESS:	
  We	
  can	
  make	
  a	
  lot	
  of	
  
money	
  very	
  quickly	
  
FAILURE: Customers don’t wait for you
FAILURE: Customers can get angry
and email your boss
SUCCESS: The right thing to do
for our Customers helps us.
STARTING THE PROCESS: FIND A STARTING POINT
•  Review lead
information
•  Accept/Reject lead
•  Immediately
follow-up
•  Provide feedback
on quality
•  Measure results
and constantly
improve
•  Set SLA’s and
enforce them
•  Become a
“Marketing Admin”
in your CRM (Apex/
SFDC Data Loader)
•  Score, clean, and
route leads to Sales
•  Simplify and
standardize
everything
•  Automate as much
as you can
•  Accept that your
job isn’t done after
the event
•  Use
standardized
lead capture
forms
•  Deliver leads
immediately to
Ops
•  Include info about
the event/
campaign
•  Receive strategy
from execs
•  Plan marketing
event schedule
•  Target the right
accounts/contacts
for invitations
•  Capture the right
info from leads
Pre-Event Post-Event
Lead
Management
Lead Follow-
Up
Sales/MarketingSales/Marketing/BI Marketing Marketing Ops
SPEED SUCCESS STORIES: OFFLINE LEADS
Why did we see such an improvement Offline?
•  Fewer SRL’s (but better quality): Campaign had a
more targeted list of Leads
•  Higher Follow-Up: Alignment with Sales team on
follow-up procedures (and lead quality encouraged
follow-up)
•  Higher Conversion: Very detailed “Next Steps” for
Sales and “Supporting Information” about the
campaign
SPEED SUCCESS STORIES: ONLINE LEADS
Why did we see such an improvement Online?
•  More SRL’s: No Online lead leakage as all leads are
automatically loaded to SFDC
•  Higher Follow-Up: An “Online Lead Concierge” is
100% dedicated to immediately contacting leads,
routing to Sales, and contacting reps for follow-up
•  Higher Conversion: Concierge is dedicated to
continuing customer conversations within minutes
HOW DELL BUILT AN AWARD-WINNING*
MARKETING OPERATIONS TEAM
* ITSMA Marketing
Excellence Award for
Generating and Nurturing
Leads
* SiriusDecisions Return
on Integration (ROI)
Award
* B2B Awards Marketing
Team of the Year
(Nominated)
Global CRM & Demand Center
Global CRM – Fundamentals (MKTG1060)
QUESTIONS: YOUR LEADS HAVE A NEED FOR SPEED

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Your Leads Have Need for Speed

  • 1. Global CRM & Demand Center Global CRM – Fundamentals (MKTG1060) YOUR LEADS HAVE A NEED FOR SPEED
  • 2. QUICK ANSWERS TO COMMON QUESTIONS §  A  link  to  the  recording  of  the  webinar  will  be  sent   to  all  registered  a2endees  a3er  the  webinar   concludes   §  We  will  also  send  you  a  link  to  download  a  .pdf   copy  of  this  presenta3on.   §  Feel  free  to  ask  ques3ons  during  the  presenta3on   –  we  may  answer  as  we  go  or  hold  off  un?l  the   end.    
  • 3. Mary Firme Chief Lead Accelerator, ReachForce @MaryFirme Bryan Shaw, PMP Global Marketing Operations Manager, Dell @shaw_bryan YOUR LEADS HAVE A NEED FOR SPEED: PRESENTERS
  • 4. ABOUT REACHFORCE §  Mastering data management for B2B Marketers for nearly a decade §  Driving innovation in marketing data platform by maintaining a dynamic database of customers, accounts and transactions §  Providing continuous data quality management to build quality leads for marketers to create a more valuable customer engagement Best Lead Generation Solution
  • 5. ABOUT MARY FIRME Experienced cat wrangler 2013 Stevie - Gold Award Winner - Marketer of the Year 20 Years Demand Generation, Operations and Digital Marketing
  • 6. FAST LEAD HANDLING IS NOT THIS. Sales.   Lead who’s just looking.  
  • 7. FAST LEAD HANDLING IS FOR THIS. Sales.   “Today’s buyers are two-thirds to 90% of the way through their purchase journey before they reach out to the vendor.” - Lori Wizdo, Forrester   Forrester  Infographic  2012    
  • 8. ROUTING LEADS ACCURATELY HELPS SPEED. AND SALES. Route leads by: •  Zip code •  State •  Revenues •  Employee Count •  Industry •  Global enterprise •  Technology used •  And when you route it - track what happened.
  • 9. SUBMIT! First Name:! Last Name:! Email:! Company:! Phone:! Jennifer! Anderson! mvp@webtrends.com! WebTrends! 503-222-2222! First Name Jennifer State Code OR Last Name Anderson Country Code US Email mvp@webtrend s.com Employee Count 325 Company Webtrends Inc. Employee Location Count 23 Phone 503-294-7025 Annual Revenue $42,200,000 Address 1 851 SW 6th Ave SIC 7372 Address 2 Ste 600 SIC Industry Name Prepackaged Software City Portland NAICS 511210 State Oregon NAICS Sector Name Software Publishers Country USA Company URL www.webtrends. com Postal Code 97204-1343 Subsidiary SUB Trade Style Name Confidence Level user 5QUESTIONSSmartForms in Action" Webtrends increased speed to complete progressive profiles 19X with SmartForms – getting full qualification in just 1 day (down from 20 days). As a results, Webtrends grew sales pipeline 40% per quarter post SmartForms, a massive business impact for the company.
  • 10. ABOUT BRYAN SHAW Alaska:   2006-­‐2009   Looking  Unified   Iraq : 2006-2007 Looking Intimidating Rochester:  2009-­‐2011   Looking  Technical   Dell  Aus?n   2011-­‐Now  
  • 12. BACK TO THE BEGINNING: 2009 §  People  began  loading  stuff  into   Salesforce.com   §  Sales-­‐ready  leads  ranged  from  CIO   event    a2endees  to  3rd  party   purchased  list  of  names   §  Leads  took  4-­‐8  weeks  to  get  to   Sales   §  Sales  took  weeks  to  follow-­‐up   §  Then  we  read   The  Lead  Response  Management   Study…  
  • 13. WEAK LEADS: A SELF FULFILLING PROPHECY 2009-­‐12  Average            
  • 14. 14   LEAD SPEED IS VEHICLE-AGNOSTIC Dell is best in class. (When we do everything right)            
  • 15. 15   WEAK LEADS: MARKETING’S CONTRIBUTION 2011-12 Average            
  • 16. STEP 1: NAME KEY OBJECTIVE & IDENTIFY CHALLENGES Key Objective. Customers are looking for responsiveness from Dell – our mission is to exceed their expectations. Challenges: Automation is not easy. §  Most lead generation is still “offline” §  Massive direct Sales team is account-based – lookups required §  No qualification team: marketers must write detailed instructions for Sales follow-up §  Events and 3rd party vendors are not optimized for speed §  All or nothing approach to “online” automation caused quality issues or lead leakage
  • 17. STEP 2: ADDRESS THE CHALLENGES Set SLAs for offline leads and add “concierge” service for online leads Measure Baseline. Expose Flaws. Fix Process. Repeat. Vendors Marketers Operations Sales • Enforce 7-day turnaround for event leads • Update vendor agreements • Require personal touch by marketing within minutes for online leads • Reroute online “non-lead gen” inquiries • Copy Sales on replies to expedite follow-up IT 0 5 10 15 0 20 40 60 80 100% LE US PUB NA MB NA LATAM EMEA APJ G500 OEM Total Average Days to Follow Up Acceptable Follow Up Time Follow Up% Q3FY13 Days to Follow Up Q4FY13 Days to Follow Up Q3FY13 Follow Up % Q4FY13 Follow Up %
  • 18. STEP 3: MEASURE THE REVENUE PAY OFF Huge ROI for Concierge Program: • 35x in LATAM • 19x in NA Small investments or improvements can yield huge revenue gains.
  • 19. 19   STEP 4: FINDINGS – SHARE SUCCESS (& FAILURES) SUCCESS:  We  can  make  a  lot  of   money  very  quickly   FAILURE: Customers don’t wait for you FAILURE: Customers can get angry and email your boss SUCCESS: The right thing to do for our Customers helps us.
  • 20. STARTING THE PROCESS: FIND A STARTING POINT •  Review lead information •  Accept/Reject lead •  Immediately follow-up •  Provide feedback on quality •  Measure results and constantly improve •  Set SLA’s and enforce them •  Become a “Marketing Admin” in your CRM (Apex/ SFDC Data Loader) •  Score, clean, and route leads to Sales •  Simplify and standardize everything •  Automate as much as you can •  Accept that your job isn’t done after the event •  Use standardized lead capture forms •  Deliver leads immediately to Ops •  Include info about the event/ campaign •  Receive strategy from execs •  Plan marketing event schedule •  Target the right accounts/contacts for invitations •  Capture the right info from leads Pre-Event Post-Event Lead Management Lead Follow- Up Sales/MarketingSales/Marketing/BI Marketing Marketing Ops
  • 21. SPEED SUCCESS STORIES: OFFLINE LEADS Why did we see such an improvement Offline? •  Fewer SRL’s (but better quality): Campaign had a more targeted list of Leads •  Higher Follow-Up: Alignment with Sales team on follow-up procedures (and lead quality encouraged follow-up) •  Higher Conversion: Very detailed “Next Steps” for Sales and “Supporting Information” about the campaign
  • 22. SPEED SUCCESS STORIES: ONLINE LEADS Why did we see such an improvement Online? •  More SRL’s: No Online lead leakage as all leads are automatically loaded to SFDC •  Higher Follow-Up: An “Online Lead Concierge” is 100% dedicated to immediately contacting leads, routing to Sales, and contacting reps for follow-up •  Higher Conversion: Concierge is dedicated to continuing customer conversations within minutes
  • 23. HOW DELL BUILT AN AWARD-WINNING* MARKETING OPERATIONS TEAM * ITSMA Marketing Excellence Award for Generating and Nurturing Leads * SiriusDecisions Return on Integration (ROI) Award * B2B Awards Marketing Team of the Year (Nominated)
  • 24. Global CRM & Demand Center Global CRM – Fundamentals (MKTG1060) QUESTIONS: YOUR LEADS HAVE A NEED FOR SPEED