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Demand Creation Planning




  This SlideShare presentation includes 10 of the 29 slides
    available in the Demand Creation Planning Template.
             Download the complete template at:

       www.vpmarketingondemand.com/templates
Outline
1                 Estimating the Market


2            Demand Creation Plan Overview


3            How do You Make Your Number


4    Terminology, Roles, Lead Model & Assumptions



5             Customer Acquisition process


     Integrated Team, Planning Framework & Timeline
6


7            Targets & Target Account Profile


8                      Messaging



             How Marketing Supports Sales
9


10        GTM Summary for Demand Creation
The Demand Creation Process
                                                                        SOLUTION
                                                                 Define the solution and compelling
                                                                    messaging going to market.
                                                                                                                    REVERSE ENGINEER BOOKINGS
                                                                                                                               Decompose bookings to calculate the number of
                                 MARKET SIZING                                                                                 responses, MQLs and SQLs required to build the necessary
                              Defining the addressable and served                                                              pipeline.
                                            markets.


                                                                                                                                                DEMNAD CREATION
                                                                                                                                                STRATEGY
                                         METRICS                                                                                                      Develop the chase, come, community
             Measure all steps and incorporate feedback                                                                                               and / or co-create approaches.
                                        for optimization.


                                                                                             Demand
                                                                                                                                                    INTERGATED PLAN
                           SALES TOOLS
                                                                                             Creation                                                  Align all Marketing resources to
                                                                                                                                                       support the initiative in a
Providing the right sales tools to the Sales Reps at
               the right time and in the right format.
                                                                                             Process                                                   comprehensive, logical and sustained
                                                                                                                                                       manner.




                                                                                                                                                 DATABASE
            DEMAND MANAGEMENT                                                                                                                  Build a list of targeted companies.
                           10 touch follow-up methodology.




                                              AUTOMATION                                                                         CONTACTS
                                                                                                                                     Create, buy and rent contact information for
                                      SFA, lead scoring and lead nurturing.
                                                                                                                                     desired title and roles.

                                                                                             OFFERS
                                                                              Create compelling offers that are relevant for
                                                                               buyers, with respect for the buying cycle.
Demand Creation Plan Overview

OBJECTIVE                             License Revenue $XXM FY’XX




                      New Business                                        Increase SOW

                     G9K, SMB, OEM                                   Top 10, Named Accounts
STRATEGY
                • Database                                          • Evangelism
                • Behavioral                                        • Account Intelligence
                • Scoring & Incubation                              • OPCIO Relationships


            Replacement:

             Brokerage Firms

             Insurance


 MARKET     New:
SEGMENTS
             Business banking: SMB, cash management, retirement/treasury
             Investments management: Wealth management, prime brokerage, asset management

             Transaction services: Merchant services, commercial cards, other wholesale services
How Do You Make Your Number
                                 Bookings Decomposition
             # of                 Rev                                                                          New Customer
           Accounts    New       Target    Coverage         Universe             Account Based                  Acquisition

                                                           Known and
                                                                                                            Internal & external
Top 10       10-15     B, C      $13 M     Direct sales    defined
                                                                                                            evangelism
                                                           accounts



                                                           Known and
Named                                                                                                       Internal & external
            50 - 60    B, C      $11.5 M   Direct sales    defined
Accounts                                                                                                    evangelism
                                                           accounts
                                                                               Trends &
                                                                               issues, pains, compellin
                                           Inside sales                        g events, org                Build DB, target account
F2000                                      (prospecting)   G9K, >$             charts, business             profile, messaging
           400 - 500   A         $6M
                                           Direct sales    1B, FSS             goals, relationship, train   framework, stimulants, follo
                                           (closing)       (NAIC)              ing (D&P)                    w-up


SMB        500 -1000   A, B, C   $ 3.5 M   Partners        G9K > = $ 1B                                     Partner marketing


                                           Inside sales    Tier 1: rev’s > $                                Build DB, target account
              60       E         $ 3.3 M   (prospecting)   20 M, < = $ 50                                   profile, messaging
OEM                                        Direct sales    M, security, ap                                  framework, stimulants, fo
                                           (closing)       pliance                                          llow-up

                                                           Known and
OEM          150       F, G      $ 7.8 M   Direct sales    defined                                          Renewals & royalties
                                                           accounts
Reverse Engineering The Numbers

                      Responses            MQLs                SQLs




                         2,235                                                                   SMB $ 1.3 M
                                                                                                 25 @ $ 50K
                                              498
                                                                 125
    North                                                                                        F2000 $ 7M
                         2,400                480                120           Closed
   America                                                                                       20 @ $ 350K
                                                                                Won
    $ 13M
                                                                 263
                                              480                                                 OEM $5M
                                                                                                 50 @ $ 100K
                         4,950




                                   Integrated Programs
  Database                                                          OPCIO
                                   • Vertical analysts
  • Verticals                                                       • Web 2.0 / RIA – Tapscot
                                   • Webcast
  • Companies                                                       • Web 2.0 / RIA – O’Reilly
                                   • Social media
  • S,P,C                                                           • Web 2.0 / RIA – UI
                                   • White Papers
  • Contact info                                                    • VITO events
                                   • Downloads/Trials
  • Clean                                                           • Field marketing
                                   • Speaking Opp’s


                   Scoring , Nurturing, Reverse look-up, Analytics, Metrics
Sales & Marketing Pipeline

                                                    Suspect Database
                                                                                200,000     50 contacts per 4,000 Co's
                                                     Fits the target profile



                                                             Responses
                                                                                 5,400               2.7%
                        Response based on a Sales or Marketing program



                                            Marketing Qualified Lead
                                                                                 1782                33.0%
                Leads that have met agreed to (Sales & Marketing) criteria


                                                 Sales Qualified Lead
                                                                                  446                25.0%
MQLs that have been accepted by sales and are active in the sales process



                                                          Closed Deals
                                                                                  134                30.0%
        SQLs that have moved through the sales process and have closed



                                                                     ASP        $55,000
                                                               Revenue         $7,350,750
CHASE
                              Database development
                              Account Intelligence
                              Digital assets
                              Social media
                              Sales calls
                              Incubation
                              Interactive email
                              Appointment setting




CAUGHT                                                CO-CREATE


    Website tracking
    Reverse look-up
                                Demand                
                                                      
                                                          Partner Marketing
                                                          Influencers


    Digital assets
    Incubation                  Creation              
                                                      
                                                          Analysts
                                                          Peers
   Interactive email                                    Authors
   Account intelligence        Strategy              
                                                      
                                                          Academia
                                                          Thought Leaders




                           COME
                              Social media
                              Content
                              Endorsements
                              Credentialism
                              Birds of a feather
                              Starburst
ELEMENTS OF A CAMPAIGN
                                            Proof                 Vehicles
      Suspects/
      Prospects                            References            Social Media
                                           Success Stories       Email, Dmail
         SFA                              3rd Validation        TeleQualification
         Hoovers                          Credentialism         Webinars, Seminars
         iProfile                                                SEO, SEM
         Social Media                                            Events




                                                                      Sales Tools
Value Prop

   B2E                                                                  PPTs
   B2C                                                                  Scripts
   industry
                                        Campaign                         White Papers
   IT                                                                   Industry Metrics
   LOB                                                                  ROI Calculator
   Strategic                                                            Presentations
   Functional                                                           Demos
                                                                         RFP Response



            Offers
                                                              Waves
                                        Follow-up
                                         Follow-up
              Blogs
                                                              •    Trends
              White Papers                 10 Touch
                                                              •    Issues
              Webcast                      Scripts
                                                              •    Hot buttons
              Events                       Emails
                                                              •    Competitive
              Research Notes               Phone Calls
              Thought Leadership           Nurture Paths
                                            Starburst
Integrated Planning Framework
     *Branding    Rich Information Applications


    *Awareness    Rich Information Applications, Without Limits (loyalty & productivity)


Target Audience   Product Managers, IT


                  Thought Leadership/Domain Expert in: CSS/FS, RIA, User Interface
     *PR/Media
                  Best Practices, DeMystifying, G500 Success Stories in Web 2.0/RIA


 Buyer Mode        Educate                        Internalize                      Mobilize
                   What is it                     How do you use it                What do you get
                                                  Why do you need it

                   Flash Demo                     Case Study                       ROI/TEI
      Content      White Paper                    References                       Benchmarks
                   Collateral                     Market/Tech Primer               Customer Reference
                   Presentations

                   Website                        Social Media                     Telephone
                   PR/AR                          PR/AR                            WebEx Demo
                   Social Media                   Website                          Face to Face Meetings
     Demand        Webcast                        Podcast                          Other People’s Intro’s
     Creation      User Groups                    eNewsletter
     Vehicles      Seminars                       Syndication
                   Field Mktg/Events              Google PPC
                   OPCIO                          OPCIO
Content Throughout The Funnel
                                                 TACTICS AND PROGRAMS

                                                 •   Market identification
                                                 •   Companies selected
                                                 •   Titles selected
     Database             Contact information    •   Contact information built
                                                 •   Process established
                                                 •   System established

                                                 • DC vehicle
                        Expression of interest   • Web behavior
       Lead                                      • Lead or account score

                                                 •   Size of company
                                                 •   Right industry
                    Meets agreed upon criteria   •   Right title or role
  Qualified Leads                                •   Right expression of interest


                                                 •   Budget
                                                 •   Authority
  Qualified Opp          Ready, Willing & Able   •   Need
                                                 •   Timeframe


                                                 •   Technical due diligence
                                                 •   Proposal delivered
     Forecast         Bookings is Forecasted     •   Short listed
                                                 •   Selected


                                                 • In legal review
                         Making the selection    • Contract signed
       Won                                       • Contract received
Next Steps




This SlideShare presentation includes 10 of the 29 slides
  available in the Demand Creation Planning Template

 To view all 29 slides, and other go-to-market planning
  templates for demand management, websites, social
   media, investor/board presentations, go -to-market
         planning and messaging, please visit
     www.vpmarketingondemand.com/templates

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Demand Creation Planning PowerPoint Template

  • 1. Demand Creation Planning This SlideShare presentation includes 10 of the 29 slides available in the Demand Creation Planning Template. Download the complete template at: www.vpmarketingondemand.com/templates
  • 2. Outline 1 Estimating the Market 2 Demand Creation Plan Overview 3 How do You Make Your Number 4 Terminology, Roles, Lead Model & Assumptions 5 Customer Acquisition process Integrated Team, Planning Framework & Timeline 6 7 Targets & Target Account Profile 8 Messaging How Marketing Supports Sales 9 10 GTM Summary for Demand Creation
  • 3. The Demand Creation Process SOLUTION Define the solution and compelling messaging going to market. REVERSE ENGINEER BOOKINGS Decompose bookings to calculate the number of MARKET SIZING responses, MQLs and SQLs required to build the necessary Defining the addressable and served pipeline. markets. DEMNAD CREATION STRATEGY METRICS Develop the chase, come, community Measure all steps and incorporate feedback and / or co-create approaches. for optimization. Demand INTERGATED PLAN SALES TOOLS Creation Align all Marketing resources to support the initiative in a Providing the right sales tools to the Sales Reps at the right time and in the right format. Process comprehensive, logical and sustained manner. DATABASE DEMAND MANAGEMENT Build a list of targeted companies. 10 touch follow-up methodology. AUTOMATION CONTACTS Create, buy and rent contact information for SFA, lead scoring and lead nurturing. desired title and roles. OFFERS Create compelling offers that are relevant for buyers, with respect for the buying cycle.
  • 4. Demand Creation Plan Overview OBJECTIVE License Revenue $XXM FY’XX New Business Increase SOW G9K, SMB, OEM Top 10, Named Accounts STRATEGY • Database • Evangelism • Behavioral • Account Intelligence • Scoring & Incubation • OPCIO Relationships Replacement:  Brokerage Firms  Insurance MARKET New: SEGMENTS  Business banking: SMB, cash management, retirement/treasury  Investments management: Wealth management, prime brokerage, asset management  Transaction services: Merchant services, commercial cards, other wholesale services
  • 5. How Do You Make Your Number Bookings Decomposition # of Rev New Customer Accounts New Target Coverage Universe Account Based Acquisition Known and Internal & external Top 10 10-15 B, C $13 M Direct sales defined evangelism accounts Known and Named Internal & external 50 - 60 B, C $11.5 M Direct sales defined Accounts evangelism accounts Trends & issues, pains, compellin Inside sales g events, org Build DB, target account F2000 (prospecting) G9K, >$ charts, business profile, messaging 400 - 500 A $6M Direct sales 1B, FSS goals, relationship, train framework, stimulants, follo (closing) (NAIC) ing (D&P) w-up SMB 500 -1000 A, B, C $ 3.5 M Partners G9K > = $ 1B Partner marketing Inside sales Tier 1: rev’s > $ Build DB, target account 60 E $ 3.3 M (prospecting) 20 M, < = $ 50 profile, messaging OEM Direct sales M, security, ap framework, stimulants, fo (closing) pliance llow-up Known and OEM 150 F, G $ 7.8 M Direct sales defined Renewals & royalties accounts
  • 6. Reverse Engineering The Numbers Responses MQLs SQLs 2,235 SMB $ 1.3 M 25 @ $ 50K 498 125 North F2000 $ 7M 2,400 480 120 Closed America 20 @ $ 350K Won $ 13M 263 480 OEM $5M 50 @ $ 100K 4,950 Integrated Programs Database OPCIO • Vertical analysts • Verticals • Web 2.0 / RIA – Tapscot • Webcast • Companies • Web 2.0 / RIA – O’Reilly • Social media • S,P,C • Web 2.0 / RIA – UI • White Papers • Contact info • VITO events • Downloads/Trials • Clean • Field marketing • Speaking Opp’s Scoring , Nurturing, Reverse look-up, Analytics, Metrics
  • 7. Sales & Marketing Pipeline Suspect Database 200,000 50 contacts per 4,000 Co's Fits the target profile Responses 5,400 2.7% Response based on a Sales or Marketing program Marketing Qualified Lead 1782 33.0% Leads that have met agreed to (Sales & Marketing) criteria Sales Qualified Lead 446 25.0% MQLs that have been accepted by sales and are active in the sales process Closed Deals 134 30.0% SQLs that have moved through the sales process and have closed ASP $55,000 Revenue $7,350,750
  • 8. CHASE  Database development  Account Intelligence  Digital assets  Social media  Sales calls  Incubation  Interactive email  Appointment setting CAUGHT CO-CREATE   Website tracking Reverse look-up Demand   Partner Marketing Influencers   Digital assets Incubation Creation   Analysts Peers  Interactive email  Authors  Account intelligence Strategy   Academia Thought Leaders COME  Social media  Content  Endorsements  Credentialism  Birds of a feather  Starburst
  • 9. ELEMENTS OF A CAMPAIGN Proof Vehicles Suspects/ Prospects  References  Social Media  Success Stories  Email, Dmail  SFA  3rd Validation  TeleQualification  Hoovers  Credentialism  Webinars, Seminars  iProfile  SEO, SEM  Social Media  Events Sales Tools Value Prop  B2E  PPTs  B2C  Scripts  industry Campaign  White Papers  IT  Industry Metrics  LOB  ROI Calculator  Strategic  Presentations  Functional  Demos  RFP Response Offers Waves Follow-up Follow-up  Blogs • Trends  White Papers  10 Touch • Issues  Webcast  Scripts • Hot buttons  Events  Emails • Competitive  Research Notes  Phone Calls  Thought Leadership  Nurture Paths  Starburst
  • 10. Integrated Planning Framework *Branding Rich Information Applications *Awareness Rich Information Applications, Without Limits (loyalty & productivity) Target Audience Product Managers, IT Thought Leadership/Domain Expert in: CSS/FS, RIA, User Interface *PR/Media Best Practices, DeMystifying, G500 Success Stories in Web 2.0/RIA Buyer Mode Educate Internalize Mobilize What is it How do you use it What do you get Why do you need it Flash Demo Case Study ROI/TEI Content White Paper References Benchmarks Collateral Market/Tech Primer Customer Reference Presentations Website Social Media Telephone PR/AR PR/AR WebEx Demo Social Media Website Face to Face Meetings Demand Webcast Podcast Other People’s Intro’s Creation User Groups eNewsletter Vehicles Seminars Syndication Field Mktg/Events Google PPC OPCIO OPCIO
  • 11. Content Throughout The Funnel TACTICS AND PROGRAMS • Market identification • Companies selected • Titles selected Database Contact information • Contact information built • Process established • System established • DC vehicle Expression of interest • Web behavior Lead • Lead or account score • Size of company • Right industry Meets agreed upon criteria • Right title or role Qualified Leads • Right expression of interest • Budget • Authority Qualified Opp Ready, Willing & Able • Need • Timeframe • Technical due diligence • Proposal delivered Forecast Bookings is Forecasted • Short listed • Selected • In legal review Making the selection • Contract signed Won • Contract received
  • 12. Next Steps This SlideShare presentation includes 10 of the 29 slides available in the Demand Creation Planning Template To view all 29 slides, and other go-to-market planning templates for demand management, websites, social media, investor/board presentations, go -to-market planning and messaging, please visit www.vpmarketingondemand.com/templates

Editor's Notes

  1. Find the buyer
  2. Traditional waterfall for lead gen
  3. The funnel terminologyDivision of labor – it’s all going to be done to some level of success, the expertise and cost will vary