SlideShare ist ein Scribd-Unternehmen logo
1 von 8
Downloaden Sie, um offline zu lesen
THE POWER
OF MARKETING
AUTOMATION
A BrandErgonomics® resource from Quarry Integrated Communications.
MARKETING AUTOMATION
PLATFORM MIND MAP
Today, Marketing Automation Platforms are quickly becoming must-
haves for marketing success. These platforms offer broad features
and deep functionality and, at first glance, can appear complex and
overwhelming. In an effort to fast-track your journey of discovery,
we’ve taken our years of Marketing Automation experience and
insight and distilled our knowledge into this Mind Map.

There are four main components to a Marketing Automation
Platform. They are the ability for marketers to: Manage Contacts,
Manage Campaigns, Manage Leads and Measure Impact. Each of
these components contains up to three subcomponents, and often
each subcomponent groups several related parts.
CONTACT RECORDS                                                                                              DATA INTEGRATION                                                                             EMAILS
                                    250 fields, multiple field types (text, single select,                                                       List upload; Form integration; Open API integration                                          Email development; Template library; HTML and plain text;
                                    checkbox, multi-select).                                                                                     for data import/export (CRM, custom connectors);                                             Activity driven content; Email deliverability optimization;            WEB PAGES
                                                                                                                                                 Automated data import engine (secure FTP).                                                   A/B testing; Competitor domain excludes; Bounceback                    Platform created/hosted pages; Template library; External website
                                                                            TECHNICAL PROFILES
CONTACT PROFILES                                                            Understand web visitors technical profile (browser used,                                                                                                          capture and management; List management; Deployment                    tracking integration; Personal URL (PURLs); Embedded forms;

Track “Digital Body Language” history: web page click-stream,                                                                                                                                                                                 (one-off, batch or campaign/form triggered).                           Content substitution; Content hosting.
                                                                            IP address, Country/State/ZIP/Longitude and Latitude                                  DATA QUALITY PROGRAMS
form submissions, email interactions (opens, clicks), referring
                                                                            from IP).                                                                             De-duplication; Normalization; Cleansing.                                                                                                                                       MULTI-CHANNEL CAPABILITIES
URL source, search engine/search phrase used, and high-value
                                                                                                                                                                                                                                                                            PERSONALIZATION                                                       Integrated, multi-channel marketing: email, web,
content/asset interactions.
                                                                                                                                                                                                                                                                            In emails (field merge, activity driven content, sales                direct mail, fax, RSS feeds, SMS, trigger outbound
                                                               SEGMENTATION
                                                                                                                                                                                                                                                                            signature rules); In web pages (field merges, content                 calls (live or automated voice messaging).
                                                               Contact groups; Filters (field-based, activity-based
                                                                                                                                                                                                                                                                            substitution) and page alternates (URL redirects based
                                                               and inactivity based).
                                                                                                                                                                                                                                                                            on data lookup); In forms (field pre-population).
                                                                                                                                                               EVENT MANAGEMENT
                                                                                                                                                               Manage event waitlists, session registration and cancellation processes; Automated
                                                                                                                                                               pre-defined reminders and follow-up action steps; Manage multiple session events
                                                                                                                                                               from a single registration form, including multiple locations or time slots.
PREFERENCE MANAGEMENT
Email opt-in subscription management; Email opt-out                            Manage Contacts                                                                                                                                                                                  Manage Campaigns                                                 FORM PROCESSING
compliance (global or campaign level); Web tracking                                                                                                                                                                                                                                                                                              Platform created/hosted forms; Template library;
consent compliance.                                                                                                                                                                                                                                                                                                                              External form integration; Field validation; Automated
                                                                                                                                                                                                                                                                                                                                                 field processing steps (send email to submitter,
                                                                                                                                                                                                                                                                                                                                                 send notification email, add to automated campaign/


                                                                                                                                                                   THE POWER OF                                                                                                           CAMPAIGN AUTOMATION                                    program, redirect to website, refer-a-friend etc);

                                                                                                                                                                                                                                                                                          Design, build and maintain automated                   Progressive profiling; Form field pre-population.




                                                                                                                                                   MARKETING
                                                                                                                                                                                                                                                                                          rules-based marketing campaigns. Visualize
                                                     CAMPAIGN ANALYTICS
                                                     Report on the performance of campaigns. Drill-down
                                                                                                                                                                                                                                                                                          the campaign workflow, build segments,                  NURTURING
WEB ANALYTICS
                                                                                                                                                                                                                                                                                          incorporate campaign assets, define decision            Coordinate and automate multi-step, multi-track
Understand web visitor activity on                   to explore and compare individual asset performance,
                                                                                                                                                                                                                                                                                          rules and trigger resulting actions based on            campaigns that drip out staged communications
                                                     like effectiveness by email and groups of emails (opens




                                                                                                                                                  AUTOMATION
platform hosted pages and externally
                                                                                                                                                                                                                                                                                          activity or inactivity.                                 over time. Common triggers: browsing behavior,
hosted pages. Out-of-the-box reports:                and CTRs, bouncebacks, unsubscribes), form conversions,
                                                     high-value content views. Further break down data                                                                                                                                                                                                                                            form-submission, event attendance, segment-
# of website visitors; Most popular
                                                     by other views (i.e. by region, by industry, by role).                                                                                                                                                                                                                                       membership, product/region/role/industry,
pages and time spent; Page navigations;
                                                                                                                                                                                                                                                                                                                                                  calendar date, buying-cycle or lead qualification
Top entry/exit pages; Leading referrers
                                                                                                                                                                                                                                                                                                                                                  stage, triggered by external system (i.e. CRM).
(i.e. social media, blogs), search engines
and keywords used; Unknown visitors
by company.                                                                                                                                                                                                                                                                    Manage Leads
                                                                                        Measure Impact
                                                                                                                                                                              CRM INTEGRATION
                                                                                                                                                                              Bi-directional synchronization – real-time data push to                                                                                           LEAD SCORING
 DATABASE HEALTH                                                                                                                                                              CRM and scheduled automated data pulls; Real-time                                                                                                 Score leads based on 2 factors: 1. Ideal customer fit (explicit contact
 Diagnose the health of your marketing database (i.e.                                                                                                                         push of behavioral activity into CRM system’s lead and                          LEAD ASSIGNMENT                                                   data) and 2. Engagement level (implicit behavioral data); Assess
 % growth) and understand distribution across key fields                       DASHBOARDS & DRILL-DOWNS                                                                       contact record; CRM Campaign association; Trigger                               Assign leads to salespeople based on geography,                   recency of activity and frequency of activity to inflate or degrade
 and values (i.e. lead source, region, lead stage, role).                      Access quick insight into all of your marketing                                                CRM assignment rule routing and notifications.                                  industry, product interest, or other business rules.              score; Apply lead score thresholds to send sales-ready leads to CRM;
                                                                               activities through visual dashboards. Instantly                                                                                                                                Use lead assignment to further customize marketing                Trigger actions based on lead score (i.e. add to program).
                                                                               drill down to the details.                                                 SALES ENABLEMENT                                                                                    communications using sales signature rules.
                                                                                                                                                          Access to full behavioral activity history (from the CRM lead
                                                                                                        REPORT DELIVERY
                                                                                                                                                          and contact records and from add-on tools like Eloqua’s
                                                                                                        Schedule regular delivery of important                                                                                                                                               LEAD SOURCE TRACKING
                                                                                                                                                          Prospect Profiler and Eloqua Discover); Ability to trigger marketing
                                           STANDARD & CUSTOM REPORTS                                    reports and dashboards right to                                                                                                                                                      Track multiple lead sources – (i.e. both Original Lead
                                                                                                                                                          programs from within CRM system; Real-time web activity alerts
                                           Choose from pre-built reports and dashboards or              marketing and sales team’s inboxes.                                                                                                                                                  Source and Most Recent Lead Source); Track referring
                                                                                                                                                          to assigned salesperson; Outlook plug-ins leverage email templates
                                           custom build your own with the data you need.                                                                                                                                                                                                     source; Use query strings to track marketing channels.
                                                                                                                                                          and tracking capabilities.




To download a PDF version of the Mind Map
please visit http://bit.ly/SJZhyh
CONTACT RECORDS                                                                                                                                                                 DATA INTEGRATION
                                                                    250 fields, multiple field types (text, single select,                                                                                                                          List upload; Form integration; Open API integration
                                                                    checkbox, multi-select).                                                                                                                                                        for data import/export (CRM, custom connectors);
                                                                                                                                                                                                                                                    Automated data import engine (secure FTP).
                                                                                                                                TECHNICAL PROFILES
          CONTACT PROFILES                                                                                                      Understand web visitors technical profile (browser used,
          Track “Digital Body Language” history: web page click-stream,
                                                                                                                                IP address, Country/State/ZIP/Longitude and Latitude                                                                                            DATA QUALITY PROGRAMS
          form submissions, email interactions (opens, clicks), referring
                                                                                                                                from IP).                                                                                                                                       De-duplication; Normalization; Cleansing.
          URL source, search engine/search phrase used, and high-value
                                    CONTACT RECORDS                                                                                             DATA INTEGRATION                                                                             EMAILS
          content/asset interactions. field types (text, single select,
                         250 fields, multiple                                                                                                   List upload; Form integration; Open API integration                                          Email development; Template library; HTML and plain text;
                                                                                                                                                                                                                                                                                                                    WEB PAGES
                                    checkbox, multi-select).
                                                                                                             SEGMENTATION                       for data import/export (CRM, custom connectors);
                                                                                                                                                Automated data import engine (secure FTP).
                                                                                                                                                                                                                                             Activity driven content; Email deliverability optimization;
                                                                                                                                                                                                                                             A/B testing; Competitor domain excludes; Bounceback                    Platform created/hosted pages; Template library; External website
                                                                           TECHNICAL PROFILES
                                                                           Understand web visitors technical profile (browser used, Filters (field-based, activity-based
                                                                                                          Contact groups;
CONTACT PROFILES                                                                                                                                                                                                                             capture and management; List management; Deployment                    tracking integration; Personal URL (PURLs); Embedded forms;

Track “Digital Body Language” history: web page click-stream,                                                                                                                                                                                (one-off, batch or campaign/form triggered).                           Content substitution; Content hosting.
                                                                                                             and inactivity based).
                                                                           IP address, Country/State/ZIP/Longitude and Latitude                                  DATA QUALITY PROGRAMS
form submissions, email interactions (opens, clicks), referring
                                                                           from IP).                                                                             De-duplication; Normalization; Cleansing.                                                                                                                                       MULTI-CHANNEL CAPABILITIES
URL source, search engine/search phrase used, and high-value
                                                                                                                                                                                                                                                                           PERSONALIZATION                                                       Integrated, multi-channel marketing: email, web,
content/asset interactions.
                                                                                                                                                                                                                                                                           In emails (field merge, activity driven content, sales                direct mail, fax, RSS feeds, SMS, trigger outbound
                                                               SEGMENTATION
                                                                                                                                                                                                                                                                           signature rules); In web pages (field merges, content                 calls (live or automated voice messaging).
                                                               Contact groups; Filters (field-based, activity-based
                                                                                                                                                                                                                                                                           substitution) and page alternates (URL redirects based
                                                               and inactivity based).
                                                                                                                                                                                                                                                                           on data lookup); In forms (field pre-population).
                                                                                                                                                              EVENT MANAGEMENT

          PREFERENCE MANAGEMENT
                                                                                                                                                              Manage event waitlists, session registration and cancellation processes; Automated


          Email opt-in subscription management; Email opt-out
PREFERENCE MANAGEMENT
                                                                                                                                     Manage Contacts          pre-defined reminders and follow-up action steps; Manage multiple session events
                                                                                                                                                              from a single registration form, including multiple locations or time slots.

                                                 Manage Contacts
          compliance (global or campaign level); Web tracking
Email opt-in subscription management; Email opt-out                                                                                                                                                                                                                            Manage Campaigns                                                 FORM PROCESSING
compliance (global or campaign level); Web tracking                                                                                                                                                                                                                                                                                             Platform created/hosted forms; Template library;
          consent compliance.
consent compliance.                                                                                                                                                                                                                                                                                                                             External form integration; Field validation; Automated
                                                                                                                                                                                                                                                                                                                                                field processing steps (send email to submitter,
                                                                                                                                                                                                                                                                                                                                                send notification email, add to automated campaign/


                                                                                                                                                                  THE POWER OF                                                                                                           CAMPAIGN AUTOMATION                                    program, redirect to website, refer-a-friend etc);

                                                                                                                                                                                                                                                                                         Design, build and maintain automated                   Progressive profiling; Form field pre-population.




                                                                                                                                                  MARKETING
                                                                                                                                                                                                                                                                                         rules-based marketing campaigns. Visualize
                                                    CAMPAIGN ANALYTICS
                                                    Report on the performance of campaigns. Drill-down
                                                                                                                                                                                                                                                                                         the campaign workflow, build segments,                  NURTURING
WEB ANALYTICS
                                                                                                                                                                                                                                                                                         incorporate campaign assets, define decision            Coordinate and automate multi-step, multi-track
Understand web visitor activity on                  to explore and compare individual asset performance,
                                                                                                                                                                                                                                                                                         rules and trigger resulting actions based on            campaigns that drip out staged communications
                                                    like effectiveness by email and groups of emails (opens




                                                                                                                                                 AUTOMATION
platform hosted pages and externally
                                                                                                                                                                                                                                                                                         activity or inactivity.                                 over time. Common triggers: browsing behavior,
hosted pages. Out-of-the-box reports:               and CTRs, bouncebacks, unsubscribes), form conversions,
                                                    high-value content views. Further break down data                                                                                                                                                                                                                                            form-submission, event attendance, segment-
# of website visitors; Most popular
                                                    by other views (i.e. by region, by industry, by role).                                                                                                                                                                                                                                       membership, product/region/role/industry,
pages and time spent; Page navigations;
                                                                                                                                                                                                                                                                                                                                                 calendar date, buying-cycle or lead qualification
Top entry/exit pages; Leading referrers
                                                                                                                                                                                                                                                                                                                                                 stage, triggered by external system (i.e. CRM).
(i.e. social media, blogs), search engines
and keywords used; Unknown visitors
by company.                                                                                                                                                                                                                                                                   Manage Leads
                                                                                        Measure Impact
                                                                                                                                                                             CRM INTEGRATION
                                                                                                                                                                             Bi-directional synchronization – real-time data push to                                                                                           LEAD SCORING
 DATABASE HEALTH                                                                                                                                                             CRM and scheduled automated data pulls; Real-time                                                                                                 Score leads based on 2 factors: 1. Ideal customer fit (explicit contact
 Diagnose the health of your marketing database (i.e.                                                                                                                        push of behavioral activity into CRM system’s lead and                          LEAD ASSIGNMENT                                                   data) and 2. Engagement level (implicit behavioral data); Assess
 % growth) and understand distribution across key fields                      DASHBOARDS & DRILL-DOWNS                                                                       contact record; CRM Campaign association; Trigger                               Assign leads to salespeople based on geography,                   recency of activity and frequency of activity to inflate or degrade
 and values (i.e. lead source, region, lead stage, role).                     Access quick insight into all of your marketing                                                CRM assignment rule routing and notifications.                                  industry, product interest, or other business rules.              score; Apply lead score thresholds to send sales-ready leads to CRM;
                                                                              activities through visual dashboards. Instantly                                                                                                                                Use lead assignment to further customize marketing                Trigger actions based on lead score (i.e. add to program).
                                                                              drill down to the details.                                                 SALES ENABLEMENT                                                                                    communications using sales signature rules.
                                                                                                                                                         Access to full behavioral activity history (from the CRM lead
                                                                                                       REPORT DELIVERY
                                                                                                                                                         and contact records and from add-on tools like Eloqua’s
                                                                                                       Schedule regular delivery of important                                                                                                                                               LEAD SOURCE TRACKING
                                                                                                                                                         Prospect Profiler and Eloqua Discover); Ability to trigger marketing
                                           STANDARD & CUSTOM REPORTS                                   reports and dashboards right to                                                                                                                                                      Track multiple lead sources – (i.e. both Original Lead
                                                                                                                                                         programs from within CRM system; Real-time web activity alerts
                                           Choose from pre-built reports and dashboards or             marketing and sales team’s inboxes.                                                                                                                                                  Source and Most Recent Lead Source); Track referring
                                                                                                                                                         to assigned salesperson; Outlook plug-ins leverage email templates
                                           custom build your own with the data you need.                                                                                                                                                                                                    source; Use query strings to track marketing channels.
                                                                                                                                                         and tracking capabilities.

                                                                                                                                                                                                                                                                                                                                                                                                QUARRY.COM
EMAILS
                                                                                                                                              Email development; Template library; HTML and plain text;
                                                                                                                                              Activity driven content; Email deliverability optimization;                                                WEB PAGES
                                                                                                                                              A/B testing; Competitor domain excludes; Bounceback                                                        Platform created/hosted pages; Template library; External website

                                                                                                                                              capture and management; List management; Deployment                                                        tracking integration; Personal URL (PURLs); Embedded forms;

                                                                                                                                              (one-off, batch or campaign/form triggered).                                                               Content substitution; Content hosting.

                                                                                                                                                                                                                                                                                                      MULTI-CHANNEL CAPABILITIES
                                    CONTACT RECORDS                                                                                                 DATA INTEGRATION                      PERSONALIZATION                                        EMAILS                                               Integrated, multi-channel marketing: email, web,
                                    250 fields, multiple field types (text, single select,                                                          List upload; Form integration; Open API integration                                          Email development; Template library; HTML and plain text;
                                    checkbox, multi-select).                                                                                                                              In emails (field merge, activity driven content, sales deliverability optimization;
                                                                                                                                                    for data import/export (CRM, custom connectors);                         Activity driven content; Email
                                                                                                                                                                                                                                                                        direct mail, fax, RSS feeds, SMS, trigger outbound
                                                                                                                                                                                                                                                                                 WEB PAGES
                                                                            TECHNICAL PROFILES                                                                                            signature rules); In web pages (fieldtesting; Competitor domain excludes; Bounceback (live Platform created/hosted pages; Template library; External website
                                                                                                                                                    Automated data import engine (secure FTP).                              A/B merges, content                            calls     or automated voice messaging).
CONTACT PROFILES                                                            Understand web visitors technical profile (browser used,                                                                                                             capture and management; List management; Deployment                   tracking integration; Personal URL (PURLs); Embedded forms;

Track “Digital Body Language” history: web page click-stream,
                                                                            IP address, Country/State/ZIP/Longitude and Latitude                                     DATA QUALITY PROGRAMS
                                                                                                                                                                                          substitution) and page alternates(one-off, batch or campaign/form triggered).
                                                                                                                                                                                                                             (URL redirects based                                                                      Content substitution; Content hosting.

form submissions, email interactions (opens, clicks), referring
                                                                            from IP).                                                                                                     on data lookup); In forms (field pre-population).
                                                                                                                                                                     De-duplication; Normalization; Cleansing.                                                                                                                                    MULTI-CHANNEL CAPABILITIES
URL source, search engine/search phrase used, and high-value
                                                                                                                                                                                                                                                                             PERSONALIZATION
               EVENT MANAGEMENT
content/asset interactions.
                                                                                                                                                                                                                                                                             In emails (field merge, activity driven content, sales
                                                                                                                                                                                                                                                                                                                                                  Integrated, multi-channel marketing: email, web,
                                                                                                                                                                                                                                                                                                                                                  direct mail, fax, RSS feeds, SMS, trigger outbound
                                                               SEGMENTATION
               Manage event waitlists, session registration and cancellation processes; Automated
                                           Contact groups; Filters (field-based, activity-based
                                                                                                                                                                                                                                                                             signature rules); In web pages (field merges, content                calls (live or automated voice messaging).
                                                                                                                                                                                                                                                                             substitution) and page alternates (URL redirects based
               pre-defined reminders and follow-up action steps; Manage multiple session events
                                         and inactivity based).
                                                                                                                                                                                                                                                                             on data lookup); In forms (field pre-population).

               from a single registration form, including multiple locations or time slots.                                                                       EVENT MANAGEMENT
                                                                                                                                                                  Manage event waitlists, session registration and cancellation processes; Automated



PREFERENCE MANAGEMENT
                                                                                                                                                                                                Manage Campaigns
                                                                                                                                                                  pre-defined reminders and follow-up action steps; Manage multiple session events
                                                                                                                                                                  from a single registration form, including multiple locations or time slots.
                                                                                                                                                                                                                                                                                                    FORM PROCESSING
Email opt-in subscription management; Email opt-out                            Manage Contacts                                                                                                                                                                                   Manage Campaigns
                                                                                                                                                                                                                                                                                        Platform created/hosted forms; Template library;
                                                                                                                                                                                                                                                                                                                  FORM PROCESSING
compliance (global or campaign level); Web tracking                                                                                                                                                                                                                                                                                              Platform created/hosted forms; Template library;
consent compliance.                                                                                                                                                                                                                                                                                 External form integration; Field validation; AutomatedAutomated
                                                                                                                                                                                                                                                                                                                                External form integration; Field validation;

                                                                                                                                                                                                                                                                                                    field processing steps (send email to steps (send email to submitter,
                                                                                                                                                                                                                                                                                                                               field processing
                                                                                                                                                                                                                                                                                                                                                submitter,
                                                                                                                                                                                                                                                                                                                                                 send notification email, add to automated campaign/

                                                                                                                                                                                                                                                                                           CAMPAIGN AUTOMATION email, add to automated campaign/ etc);
                                                                                                                                                                                                                                                                                               send notification
                                                                                                                                                                      THE POWER OF AUTOMATION
                                                                                                                                                                                                                                                                                                                        program, redirect to website, refer-a-friend
                                                                                                                                                                                                                                                                                                                                                 Progressive profiling; Form field pre-population.
                                                                                                                                                                              CAMPAIGN                                                                                                              program, redirect to website, refer-a-friend etc);
                                                                                                                                                                                                                                                                                           Design, build and maintain automated




                                                                                                                                                      MARKETING
                                                                                                                                                                                                                                                                                           rules-based marketing campaigns. Visualize
                                                     CAMPAIGN ANALYTICS
                                                                                                                                                                                                               Design, build and maintain automated                                        the campaign workflow, build segments, Form field pre-population.
                                                                                                                                                                                                                                                                                                  Progressive profiling;                NURTURING
WEB ANALYTICS                                        Report on the performance of campaigns. Drill-down
                                                                                                                                                                                                                                                                                           incorporate campaign assets, define decision            Coordinate and automate multi-step, multi-track
                                                     to explore and compare individual asset performance,
Understand web visitor activity on
                                                     like effectiveness by email and groups of emails (opens
                                                                                                                                                                                                               rules-based marketing campaigns. Visualize                                  rules and trigger resulting actions based on            campaigns that drip out staged communications




                                                                                                                                                     AUTOMATION
platform hosted pages and externally
                                                                                                                                                                                                                                                                                           activity or inactivity.
hosted pages. Out-of-the-box reports:                and CTRs, bouncebacks, unsubscribes), form conversions,
                                                     high-value content views. Further break down data
                                                                                                                                                                                                               the campaign workflow, build segments,                                                  NURTURING                                   over time. Common triggers: browsing behavior,
                                                                                                                                                                                                                                                                                                                                                   form-submission, event attendance, segment-
# of website visitors; Most popular
                                                     by other views (i.e. by region, by industry, by role).                                                                                                    incorporate campaign assets, define decision                                            Coordinate and automate multi-step, multi-track
                                                                                                                                                                                                                                                                                                                               membership, product/region/role/industry,
pages and time spent; Page navigations;
                                                                                                                                                                                                                                                                                                                                                   calendar date, buying-cycle or lead qualification
Top entry/exit pages; Leading referrers                                                                                                                                                                        rules and trigger resulting actions based on                                            campaigns that drip out staged communications (i.e. CRM).
                                                                                                                                                                                                                                                                                                                                 stage, triggered by external system
(i.e. social media, blogs), search engines
and keywords used; Unknown visitors                                                                                                                                                                            activity or inactivity.                                                                 over time. Common triggers: browsing behavior,
by company.                                                                                                                                                                                                                                                                     Manage Leads
                                                                                                                                                                                                                                                                                                       form-submission, event attendance, segment-
                                                                                        Measure Impact                                                                                                                                                                                                 membership, product/region/role/industry,
                                                                                                                                                                                 CRM INTEGRATION
                                                                                                                                                                                                                                                                                                       calendar date, buying-cycle or lead qualification
                                                                                                                                                                                 Bi-directional synchronization – real-time data push to                                                                                         LEAD SCORING
 DATABASE HEALTH                                                                                                                                                                 CRM and scheduled automated data pulls; Real-time                                                                     stage, triggered byleads based onsystem1. (i.e.customer fit (explicit contact
                                                                                                                                                                                                                                                                                                                      Score external 2 factors: Ideal CRM).
 Diagnose the health of your marketing database (i.e.                                                                                                                            push of behavioral activity into CRM system’s lead and                         LEAD ASSIGNMENT                                                  data) and 2. Engagement level (implicit behavioral data); Assess
 % growth) and understand distribution across key fields                       DASHBOARDS & DRILL-DOWNS                                                                          contact record; CRM Campaign association; Trigger                              Assign leads to salespeople based on geography,                  recency of activity and frequency of activity to inflate or degrade
 and values (i.e. lead source, region, lead stage, role).                      Access quick insight into all of your marketing                                                   CRM assignment rule routing and notifications.                                 industry, product interest, or other business rules.             score; Apply lead score thresholds to send sales-ready leads to CRM;
                                                                               activities through visual dashboards. Instantly                                                                                                                                  Use lead assignment to further customize marketing               Trigger actions based on lead score (i.e. add to program).
                                                                               drill down to the details.                                                    SALES ENABLEMENT                                                                                   communications using sales signature rules.
                                                                                                                                                             Access to full behavioral activity history (from the CRM lead
                                                                                                        REPORT DELIVERY
                                                                                                                                                             and contact records and from add-on tools like Eloqua’s
                                                                                                        Schedule regular delivery of important                                                                                                                                                LEAD SOURCE TRACKING
                                                                                                                                                             Prospect Profiler and Eloqua Discover); Ability to trigger marketing
                                           STANDARD & CUSTOM REPORTS                                    reports and dashboards right to                                                                                                                                                       Track multiple lead sources – (i.e. both Original Lead
                                                                                                                                                             programs from within CRM system; Real-time web activity alerts
                                           Choose from pre-built reports and dashboards or              marketing and sales team’s inboxes.                                                                                                                                                   Source and Most Recent Lead Source); Track referring
                                                                                                                                                             to assigned salesperson; Outlook plug-ins leverage email templates
                                           custom build your own with the data you need.                                                                                                                                                                                                      source; Use query strings to track marketing channels.
                                                                                                                                                             and tracking capabilities.

                                                                                                                                                                                                                                                                                                                                                                                                 QUARRY.COM
CONTACT RECORDS                                                                                           DATA INTEGRATION                                                                             EMAILS
                                    250 fields, multiple field types (text, single select,                                                    List upload; Form integration; Open API integration                                          Email development; Template library; HTML and plain text;
                                    checkbox, multi-select).                                                                                  for data import/export (CRM, custom connectors);                                             Activity driven content; Email deliverability optimization;            WEB PAGES
                                                                                                                                              Automated data import engine (secure FTP).                                                   A/B testing; Competitor domain excludes; Bounceback                    Platform created/hosted pages; Template library; External website
                                                                            TECHNICAL PROFILES
CONTACT PROFILES                                                            Understand web visitors technical profile (browser used,                                                                                                       capture and management; List management; Deployment                    tracking integration; Personal URL (PURLs); Embedded forms;

Track “Digital Body Language” history: web page click-stream,                                                                                                                                                                              (one-off, batch or campaign/form triggered).                           Content substitution; Content hosting.
                                                                            IP address, Country/State/ZIP/Longitude and Latitude                               DATA QUALITY PROGRAMS
form submissions, email interactions (opens, clicks), referring
                                                                            from IP).                                                                          De-duplication; Normalization; Cleansing.                                                                                                                                       MULTI-CHANNEL CAPABILITIES
URL source, search engine/search phrase used, and high-value
                                                                                                                                                                                                                                                                         PERSONALIZATION                                                       Integrated, multi-channel marketing: email, web,
content/asset interactions.
                                                                                                                                                                                                                                                                         In emails (field merge, activity driven content, sales                direct mail, fax, RSS feeds, SMS, trigger outbound
                                                               SEGMENTATION
                                                                                                                                                                                                                                                                         signature rules); In web pages (field merges, content                 calls (live or automated voice messaging).
                                                               Contact groups; Filters (field-based, activity-based
                                                                                                                                                                                                                                                                         substitution) and page alternates (URL redirects based
                                                               and inactivity based).
                                                                                                                                                                                                                                                                         on data lookup); In forms (field pre-population).
                                                                                                                                                            EVENT MANAGEMENT
                                                                                                                                                            Manage event waitlists, session registration and cancellation processes; Automated
                                                                                                                                                            pre-defined reminders and follow-up action steps; Manage multiple session events
                                                                                                                                                            from a single registration form, including multiple locations or time slots.
PREFERENCE MANAGEMENT
Email opt-in subscription management; Email opt-out                            Manage Contacts                                                                                                                                                                               Manage Campaigns                                                 FORM PROCESSING
compliance (global or campaign level); Web tracking                                                                                                                                                                                                                                                                                           Platform created/hosted forms; Template library;
consent compliance.                                                                                                                                                                                                                                                                                                                           External form integration; Field validation; Automated
                                                                                                                                                                                                                                                                                                                                              field processing steps (send email to submitter,
                                                                                                                                                                                                                                                                                                                                              send notification email, add to automated campaign/


                                                                                                                                                                THE POWER OF                                                                                                           CAMPAIGN AUTOMATION                                    program, redirect to website, refer-a-friend etc);

                                                                                                                                                                                                                                                                                       Design, build and maintain automated                   Progressive profiling; Form field pre-population.




                                                                                                                                                MARKETING
                                                                                                                                                                                                                                                                                       rules-based marketing campaigns. Visualize
                                                     CAMPAIGN ANALYTICS
                                                     Report on the performance of campaigns. Drill-down
                                                                                                                                                                                                                                                                                       the campaign workflow, build segments,                  NURTURING
WEB ANALYTICS
                                                                                                                                                                                                                                                                                       incorporate campaign assets, define decision            Coordinate and automate multi-step, multi-track
Understand web visitor activity on                   to explore and compare individual asset performance,
                                                                                                                                                                                                                                                                                       rules and trigger resulting actions based on            campaigns that drip out staged communications
                                                     like effectiveness by email and groups of emails (opens




                                                                                                                                               AUTOMATION
platform hosted pages and externally
                                                                                                                                                                                                                                                                                       activity or inactivity.                                 over time. Common triggers: browsing behavior,
hosted pages. Out-of-the-box reports:                and CTRs, bouncebacks, unsubscribes), form conversions,
                                                     high-value content views. Further break down data                                                                                                                                                                                                                                         form-submission, event attendance, segment-
# of website visitors; Most popular
                                                     by other views (i.e. by region, by industry, by role).                                                                                                                                                                                                                                    membership, product/region/role/industry,
pages and time spent; Page navigations;
                                                                                                                                                                                                                                                                                                                                               calendar date, buying-cycle or lead qualification
Top entry/exit pages; Leading referrers
                                                                                                                                                                                                                                                                                                                                               stage, triggered by external system (i.e. CRM).
(i.e. social media, blogs), search engines
and keywords used; Unknown visitors
by company.                                                                                                                                                                                                                                                                 Manage Leads
                                                                                        Measure Impact
                                                                                                                                                                                   Manage Leads
                                                                                                                                                                           CRM INTEGRATION
                                                                                                                                                                           Bi-directional synchronization – real-time data push to                                                                                           LEAD SCORING
 DATABASE HEALTH                                                                                                                                                           CRM and scheduled automated data pulls; Real-time                                                                                                 Score leads based on 2 factors: 1. Ideal customer fit (explicit contact
 Diagnose the health of your marketing database (i.e.                                                                                                                      push of behavioral activity into CRM system’s lead and                          LEAD ASSIGNMENT                                                   data) and 2. Engagement level (implicit behavioral data); Assess

                                           CRM INTEGRATION
                                                       DASHBOARDS & DRILL-DOWNS
 % growth) and understand distribution across key fields                                                                                                                   contact record; CRM Campaign association; Trigger
                                                                                                                                                                           CRM assignment rule routing and notifications.
                                                                                                                                                                                                                                                           Assign leads to salespeople based on geography,                   recency of activity and frequency of activity to inflate or degrade
 and values (i.e. lead source, region, lead stage, role).                      Access quick insight into all of your marketing                                                                                                                             industry, product interest, or other business rules.              score; Apply lead score thresholds to send sales-ready leads to CRM;
                                           Bi-directional synchronization – visual dashboards. Instantly
                                                                activities through real-time data push to                                                                                                                                                             LEAD SCORING
                                                                                                                                                                                                                                                           Use lead assignment to further customize marketing                Trigger actions based on lead score (i.e. add to program).
                                                                               drill down to the details.                                              SALES ENABLEMENT                                                                                    communications using sales signature rules.
                                           CRM and scheduled automated data pulls; Real-time                                                                                                                                                                          Score leads based on 2 factors: 1. Ideal customer fit (explicit contact
                                                                                                                                                       Access to full behavioral activity history (from the CRM lead
                                                                                                        REPORT DELIVERY
                                           push of behavioral activity into CRM system’s deliveryand
                                                                              Schedule regular
                                                                                               lead of important                                               LEAD ASSIGNMENT
                                                                                                                                                       and contact records and from add-on tools like Eloqua’s
                                                                                                                                                       Prospect Profiler and Eloqua Discover); Ability to trigger marketing
                                                                                                                                                                                                                                                                      data) and 2. LEAD SOURCE TRACKING
                                                                                                                                                                                                                                                                                   Engagement level (implicit behavioral data); Assess
                                           STANDARD & CUSTOM REPORTS
                                           contact record; CRM Campaign association; Trigger to
                                                                           reports and dashboards right                                                                                                                                                                                   Track multiple lead sources – (i.e. both Original Lead
                                           Choose from pre-built reports and dashboards or
                                                                                                                                                               Assign leads to salespeople based on geography,
                                                                                                                                                       programs from within CRM system; Real-time web activity alerts                                                 recency of activity and Recent Lead Source); activity to inflate or degrade
                                                                                                                                                                                                                                                                                  Source and Most
                                                                                                                                                                                                                                                                                                  frequency of Track referring
                                                                                                        marketing and sales team’s inboxes.
                                           CRM assignment rule routing and notifications.
                                           custom build your own with the data you need.
                                                                                                                                                       to assigned salesperson; Outlook plug-ins leverage email templates
                                                                                                                                                               industry, product interest, or other business rules.                                                   score; Applysource; Use query strings to track marketing channels.
                                                                                                                                                                                                                                                                                   lead score thresholds to send sales-ready leads to CRM;
                                                                                                                                                       and tracking capabilities.
                                                                                                                                                               Use lead assignment to further customize marketing                                                     Trigger actions based on lead score (i.e. add to program).                                                              QUARRY.COM

         SALES ENABLEMENT                                                                                                                                      communications using sales signature rules.
         Access to full behavioral activity history (from the CRM lead
         and contact records and from add-on tools like Eloqua’s
                                                                                                                                                                                                                LEAD SOURCE TRACKING
         Prospect Profiler and Eloqua Discover); Ability to trigger marketing
                                                                                                                                                                                                                Track multiple lead sources – (i.e. both Original Lead
         programs from within CRM system; Real-time web activity alerts
                                                                                                                                                                                                                Source and Most Recent Lead Source); Track referring
         to assigned salesperson; Outlook plug-ins leverage email templates
                                                                                                                                                                                                                source; Use query strings to track marketing channels.
         and tracking capabilities.
Marketing Automation Mind Map
Marketing Automation Mind Map

Weitere ähnliche Inhalte

Was ist angesagt?

Lotus Notes/Domino Update - UK Lotus Users Group, September 2008
Lotus Notes/Domino Update - UK Lotus Users Group, September 2008Lotus Notes/Domino Update - UK Lotus Users Group, September 2008
Lotus Notes/Domino Update - UK Lotus Users Group, September 2008Ed Brill
 
PassKit on iOS 6
PassKit on iOS 6PassKit on iOS 6
PassKit on iOS 6Xamarin
 
If Only I Could Create the Perfect Travel Website (2008)
If Only I Could Create the Perfect Travel Website (2008)If Only I Could Create the Perfect Travel Website (2008)
If Only I Could Create the Perfect Travel Website (2008)Jason Till
 
PassKit on iOS6
PassKit on iOS6PassKit on iOS6
PassKit on iOS6Craig Dunn
 
MIP Lecture - IBM customer experience suite for retail and banking 2.0
MIP Lecture - IBM customer experience suite for retail and banking 2.0MIP Lecture - IBM customer experience suite for retail and banking 2.0
MIP Lecture - IBM customer experience suite for retail and banking 2.0Max Ardigó 🇦🇷
 
GlassFish Mobility Platform - Hans Hrasna
GlassFish Mobility Platform - Hans HrasnaGlassFish Mobility Platform - Hans Hrasna
GlassFish Mobility Platform - Hans HrasnaEduardo Pelegri-Llopart
 
Jand b 2011-cb-solutions-and-coding-finalgiven
Jand b 2011-cb-solutions-and-coding-finalgivenJand b 2011-cb-solutions-and-coding-finalgiven
Jand b 2011-cb-solutions-and-coding-finalgivenCB Team @ Joomlapolis
 
Conjoint hub
Conjoint hubConjoint hub
Conjoint hubOlive Tag
 
Monitoring analytics workshop marshall sponder for london - march 26th prese...
Monitoring analytics workshop  marshall sponder for london - march 26th prese...Monitoring analytics workshop  marshall sponder for london - march 26th prese...
Monitoring analytics workshop marshall sponder for london - march 26th prese...Marshall Sponder
 
Overlappings and Underpinnings - Content Strategy and Information Architecture
Overlappings and Underpinnings - Content Strategy and Information ArchitectureOverlappings and Underpinnings - Content Strategy and Information Architecture
Overlappings and Underpinnings - Content Strategy and Information ArchitectureChris Moritz
 

Was ist angesagt? (12)

Lotus Notes/Domino Update - UK Lotus Users Group, September 2008
Lotus Notes/Domino Update - UK Lotus Users Group, September 2008Lotus Notes/Domino Update - UK Lotus Users Group, September 2008
Lotus Notes/Domino Update - UK Lotus Users Group, September 2008
 
Content Marketing
Content MarketingContent Marketing
Content Marketing
 
PassKit on iOS 6
PassKit on iOS 6PassKit on iOS 6
PassKit on iOS 6
 
If Only I Could Create the Perfect Travel Website (2008)
If Only I Could Create the Perfect Travel Website (2008)If Only I Could Create the Perfect Travel Website (2008)
If Only I Could Create the Perfect Travel Website (2008)
 
Community Builder Solutions
Community Builder SolutionsCommunity Builder Solutions
Community Builder Solutions
 
PassKit on iOS6
PassKit on iOS6PassKit on iOS6
PassKit on iOS6
 
MIP Lecture - IBM customer experience suite for retail and banking 2.0
MIP Lecture - IBM customer experience suite for retail and banking 2.0MIP Lecture - IBM customer experience suite for retail and banking 2.0
MIP Lecture - IBM customer experience suite for retail and banking 2.0
 
GlassFish Mobility Platform - Hans Hrasna
GlassFish Mobility Platform - Hans HrasnaGlassFish Mobility Platform - Hans Hrasna
GlassFish Mobility Platform - Hans Hrasna
 
Jand b 2011-cb-solutions-and-coding-finalgiven
Jand b 2011-cb-solutions-and-coding-finalgivenJand b 2011-cb-solutions-and-coding-finalgiven
Jand b 2011-cb-solutions-and-coding-finalgiven
 
Conjoint hub
Conjoint hubConjoint hub
Conjoint hub
 
Monitoring analytics workshop marshall sponder for london - march 26th prese...
Monitoring analytics workshop  marshall sponder for london - march 26th prese...Monitoring analytics workshop  marshall sponder for london - march 26th prese...
Monitoring analytics workshop marshall sponder for london - march 26th prese...
 
Overlappings and Underpinnings - Content Strategy and Information Architecture
Overlappings and Underpinnings - Content Strategy and Information ArchitectureOverlappings and Underpinnings - Content Strategy and Information Architecture
Overlappings and Underpinnings - Content Strategy and Information Architecture
 

Ähnlich wie Marketing Automation Mind Map

Marketing Automation Mind Map Quarry
Marketing Automation Mind Map QuarryMarketing Automation Mind Map Quarry
Marketing Automation Mind Map QuarryPeter McAlpine
 
Hello SharePoint 2007!!!
Hello SharePoint 2007!!!Hello SharePoint 2007!!!
Hello SharePoint 2007!!!Marwan Tarek
 
Hadoop's Opportunity to Power Next-Generation Architectures
Hadoop's Opportunity to Power Next-Generation ArchitecturesHadoop's Opportunity to Power Next-Generation Architectures
Hadoop's Opportunity to Power Next-Generation ArchitecturesDataWorks Summit
 
Umsl challanges for brand measuring social media -marshall sponder - apr...
Umsl    challanges for brand measuring social media  -marshall sponder  - apr...Umsl    challanges for brand measuring social media  -marshall sponder  - apr...
Umsl challanges for brand measuring social media -marshall sponder - apr...Marshall Sponder
 
Integration SharePoint 2010 with CRM 2010 by Mai Omar Desouki
Integration SharePoint 2010 with CRM 2010 by Mai Omar DesoukiIntegration SharePoint 2010 with CRM 2010 by Mai Omar Desouki
Integration SharePoint 2010 with CRM 2010 by Mai Omar DesoukiMai Omar Desouki
 
Dev-In-Town: Share Point by Patrick Yong
Dev-In-Town: Share Point by Patrick YongDev-In-Town: Share Point by Patrick Yong
Dev-In-Town: Share Point by Patrick YongQuek Lilian
 
Powering Next Generation Data Architecture With Apache Hadoop
Powering Next Generation Data Architecture With Apache HadoopPowering Next Generation Data Architecture With Apache Hadoop
Powering Next Generation Data Architecture With Apache HadoopHortonworks
 
Share Point Presentation Introduction To Sharepoint
Share Point Presentation    Introduction To SharepointShare Point Presentation    Introduction To Sharepoint
Share Point Presentation Introduction To Sharepointrpeterson1
 
Integrating social media monitoring, analytics and engagment marshall sponde...
Integrating social media monitoring, analytics and engagment  marshall sponde...Integrating social media monitoring, analytics and engagment  marshall sponde...
Integrating social media monitoring, analytics and engagment marshall sponde...Marshall Sponder
 
Moss 2007 Technology Briefing
Moss 2007 Technology BriefingMoss 2007 Technology Briefing
Moss 2007 Technology BriefingTeguhsantoso
 
SAP Microsoft Interoperability - Portal Solutions
SAP Microsoft Interoperability - Portal SolutionsSAP Microsoft Interoperability - Portal Solutions
SAP Microsoft Interoperability - Portal SolutionsKristian Kalsing
 
Marshall Sponder - Social Media Monitoring Analytics - Measure13
Marshall Sponder - Social Media Monitoring Analytics - Measure13Marshall Sponder - Social Media Monitoring Analytics - Measure13
Marshall Sponder - Social Media Monitoring Analytics - Measure13Our Social Times
 
2. FOMS _ FeedHenry_ Mícheál Ó Foghlú
2. FOMS _ FeedHenry_ Mícheál Ó Foghlú2. FOMS _ FeedHenry_ Mícheál Ó Foghlú
2. FOMS _ FeedHenry_ Mícheál Ó FoghlúFOMS011
 
We're Here to Create Something Great: 5 Questions That Will Help
We're Here to Create Something Great:  5 Questions That Will HelpWe're Here to Create Something Great:  5 Questions That Will Help
We're Here to Create Something Great: 5 Questions That Will HelpJoe Edelman
 

Ähnlich wie Marketing Automation Mind Map (20)

Marketing Automation Mind Map Quarry
Marketing Automation Mind Map QuarryMarketing Automation Mind Map Quarry
Marketing Automation Mind Map Quarry
 
DDive11 - Social Media Analytics
DDive11 - Social Media AnalyticsDDive11 - Social Media Analytics
DDive11 - Social Media Analytics
 
Hello SharePoint 2007!!!
Hello SharePoint 2007!!!Hello SharePoint 2007!!!
Hello SharePoint 2007!!!
 
Hadoop's Opportunity to Power Next-Generation Architectures
Hadoop's Opportunity to Power Next-Generation ArchitecturesHadoop's Opportunity to Power Next-Generation Architectures
Hadoop's Opportunity to Power Next-Generation Architectures
 
2012 06 hortonworks paris hug
2012 06 hortonworks paris hug2012 06 hortonworks paris hug
2012 06 hortonworks paris hug
 
Umsl challanges for brand measuring social media -marshall sponder - apr...
Umsl    challanges for brand measuring social media  -marshall sponder  - apr...Umsl    challanges for brand measuring social media  -marshall sponder  - apr...
Umsl challanges for brand measuring social media -marshall sponder - apr...
 
Integration SharePoint 2010 with CRM 2010 by Mai Omar Desouki
Integration SharePoint 2010 with CRM 2010 by Mai Omar DesoukiIntegration SharePoint 2010 with CRM 2010 by Mai Omar Desouki
Integration SharePoint 2010 with CRM 2010 by Mai Omar Desouki
 
Dev-In-Town: Share Point by Patrick Yong
Dev-In-Town: Share Point by Patrick YongDev-In-Town: Share Point by Patrick Yong
Dev-In-Town: Share Point by Patrick Yong
 
Powering Next Generation Data Architecture With Apache Hadoop
Powering Next Generation Data Architecture With Apache HadoopPowering Next Generation Data Architecture With Apache Hadoop
Powering Next Generation Data Architecture With Apache Hadoop
 
Share Point Presentation Introduction To Sharepoint
Share Point Presentation    Introduction To SharepointShare Point Presentation    Introduction To Sharepoint
Share Point Presentation Introduction To Sharepoint
 
Integrating social media monitoring, analytics and engagment marshall sponde...
Integrating social media monitoring, analytics and engagment  marshall sponde...Integrating social media monitoring, analytics and engagment  marshall sponde...
Integrating social media monitoring, analytics and engagment marshall sponde...
 
Introduction to Pig
Introduction to PigIntroduction to Pig
Introduction to Pig
 
Moss 2007 Technology Briefing
Moss 2007 Technology BriefingMoss 2007 Technology Briefing
Moss 2007 Technology Briefing
 
SAP Microsoft Interoperability - Portal Solutions
SAP Microsoft Interoperability - Portal SolutionsSAP Microsoft Interoperability - Portal Solutions
SAP Microsoft Interoperability - Portal Solutions
 
Marshall Sponder - Social Media Monitoring Analytics - Measure13
Marshall Sponder - Social Media Monitoring Analytics - Measure13Marshall Sponder - Social Media Monitoring Analytics - Measure13
Marshall Sponder - Social Media Monitoring Analytics - Measure13
 
Information Worker
Information WorkerInformation Worker
Information Worker
 
One App Cloud
One App CloudOne App Cloud
One App Cloud
 
IT Governance Portals
IT Governance   PortalsIT Governance   Portals
IT Governance Portals
 
2. FOMS _ FeedHenry_ Mícheál Ó Foghlú
2. FOMS _ FeedHenry_ Mícheál Ó Foghlú2. FOMS _ FeedHenry_ Mícheál Ó Foghlú
2. FOMS _ FeedHenry_ Mícheál Ó Foghlú
 
We're Here to Create Something Great: 5 Questions That Will Help
We're Here to Create Something Great:  5 Questions That Will HelpWe're Here to Create Something Great:  5 Questions That Will Help
We're Here to Create Something Great: 5 Questions That Will Help
 

Mehr von Quarry

Rethinking 'the Customer' in the age of CX [infographic]
Rethinking 'the Customer' in the age of CX [infographic]Rethinking 'the Customer' in the age of CX [infographic]
Rethinking 'the Customer' in the age of CX [infographic]Quarry
 
The Value of Being Customer-Centric (7 Facts)
The Value of Being Customer-Centric (7 Facts)The Value of Being Customer-Centric (7 Facts)
The Value of Being Customer-Centric (7 Facts)Quarry
 
An Introduction to The Challenger Customer [Pat Spenner, CEB]
An Introduction to The Challenger Customer [Pat Spenner, CEB]An Introduction to The Challenger Customer [Pat Spenner, CEB]
An Introduction to The Challenger Customer [Pat Spenner, CEB]Quarry
 
How to Feed an Elephant: Advice for Getting Personas Right
How to Feed an Elephant: Advice for Getting Personas RightHow to Feed an Elephant: Advice for Getting Personas Right
How to Feed an Elephant: Advice for Getting Personas RightQuarry
 
15 of the hottest talks from BMA15, visualized
15 of the hottest talks from BMA15, visualized15 of the hottest talks from BMA15, visualized
15 of the hottest talks from BMA15, visualizedQuarry
 
Digital Experience Design Strategy at the CXPA 2015
Digital Experience Design Strategy at the CXPA 2015Digital Experience Design Strategy at the CXPA 2015
Digital Experience Design Strategy at the CXPA 2015Quarry
 
5 Conversations for CX Leaders to Lead
5 Conversations for CX Leaders to Lead5 Conversations for CX Leaders to Lead
5 Conversations for CX Leaders to LeadQuarry
 
Case study: How Symantec built engagement through design
Case study: How Symantec built engagement through designCase study: How Symantec built engagement through design
Case study: How Symantec built engagement through designQuarry
 
Transformative Segmentation - How John Deere is renewing leadership by disrup...
Transformative Segmentation - How John Deere is renewing leadership by disrup...Transformative Segmentation - How John Deere is renewing leadership by disrup...
Transformative Segmentation - How John Deere is renewing leadership by disrup...Quarry
 
The Zombie Effect - Using Actionable Insight to Combat Brain-Dead Views of th...
The Zombie Effect - Using Actionable Insight to Combat Brain-Dead Views of th...The Zombie Effect - Using Actionable Insight to Combat Brain-Dead Views of th...
The Zombie Effect - Using Actionable Insight to Combat Brain-Dead Views of th...Quarry
 
Leading With Personas
Leading With PersonasLeading With Personas
Leading With PersonasQuarry
 
Making Digital Experience Pay
Making Digital Experience PayMaking Digital Experience Pay
Making Digital Experience PayQuarry
 
Zombies, Phantoms and Shadows: 3 Threats to Your Customer Experience Initiatives
Zombies, Phantoms and Shadows: 3 Threats to Your Customer Experience InitiativesZombies, Phantoms and Shadows: 3 Threats to Your Customer Experience Initiatives
Zombies, Phantoms and Shadows: 3 Threats to Your Customer Experience InitiativesQuarry
 
20 Must See Charts For Modern Marketers
20 Must See Charts For Modern Marketers20 Must See Charts For Modern Marketers
20 Must See Charts For Modern MarketersQuarry
 
Insights From TED Marketing
Insights From TED MarketingInsights From TED Marketing
Insights From TED MarketingQuarry
 

Mehr von Quarry (15)

Rethinking 'the Customer' in the age of CX [infographic]
Rethinking 'the Customer' in the age of CX [infographic]Rethinking 'the Customer' in the age of CX [infographic]
Rethinking 'the Customer' in the age of CX [infographic]
 
The Value of Being Customer-Centric (7 Facts)
The Value of Being Customer-Centric (7 Facts)The Value of Being Customer-Centric (7 Facts)
The Value of Being Customer-Centric (7 Facts)
 
An Introduction to The Challenger Customer [Pat Spenner, CEB]
An Introduction to The Challenger Customer [Pat Spenner, CEB]An Introduction to The Challenger Customer [Pat Spenner, CEB]
An Introduction to The Challenger Customer [Pat Spenner, CEB]
 
How to Feed an Elephant: Advice for Getting Personas Right
How to Feed an Elephant: Advice for Getting Personas RightHow to Feed an Elephant: Advice for Getting Personas Right
How to Feed an Elephant: Advice for Getting Personas Right
 
15 of the hottest talks from BMA15, visualized
15 of the hottest talks from BMA15, visualized15 of the hottest talks from BMA15, visualized
15 of the hottest talks from BMA15, visualized
 
Digital Experience Design Strategy at the CXPA 2015
Digital Experience Design Strategy at the CXPA 2015Digital Experience Design Strategy at the CXPA 2015
Digital Experience Design Strategy at the CXPA 2015
 
5 Conversations for CX Leaders to Lead
5 Conversations for CX Leaders to Lead5 Conversations for CX Leaders to Lead
5 Conversations for CX Leaders to Lead
 
Case study: How Symantec built engagement through design
Case study: How Symantec built engagement through designCase study: How Symantec built engagement through design
Case study: How Symantec built engagement through design
 
Transformative Segmentation - How John Deere is renewing leadership by disrup...
Transformative Segmentation - How John Deere is renewing leadership by disrup...Transformative Segmentation - How John Deere is renewing leadership by disrup...
Transformative Segmentation - How John Deere is renewing leadership by disrup...
 
The Zombie Effect - Using Actionable Insight to Combat Brain-Dead Views of th...
The Zombie Effect - Using Actionable Insight to Combat Brain-Dead Views of th...The Zombie Effect - Using Actionable Insight to Combat Brain-Dead Views of th...
The Zombie Effect - Using Actionable Insight to Combat Brain-Dead Views of th...
 
Leading With Personas
Leading With PersonasLeading With Personas
Leading With Personas
 
Making Digital Experience Pay
Making Digital Experience PayMaking Digital Experience Pay
Making Digital Experience Pay
 
Zombies, Phantoms and Shadows: 3 Threats to Your Customer Experience Initiatives
Zombies, Phantoms and Shadows: 3 Threats to Your Customer Experience InitiativesZombies, Phantoms and Shadows: 3 Threats to Your Customer Experience Initiatives
Zombies, Phantoms and Shadows: 3 Threats to Your Customer Experience Initiatives
 
20 Must See Charts For Modern Marketers
20 Must See Charts For Modern Marketers20 Must See Charts For Modern Marketers
20 Must See Charts For Modern Marketers
 
Insights From TED Marketing
Insights From TED MarketingInsights From TED Marketing
Insights From TED Marketing
 

Kürzlich hochgeladen

activity_diagram_combine_v4_20190827.pdfactivity_diagram_combine_v4_20190827.pdf
activity_diagram_combine_v4_20190827.pdfactivity_diagram_combine_v4_20190827.pdfactivity_diagram_combine_v4_20190827.pdfactivity_diagram_combine_v4_20190827.pdf
activity_diagram_combine_v4_20190827.pdfactivity_diagram_combine_v4_20190827.pdfJamie (Taka) Wang
 
Igniting Next Level Productivity with AI-Infused Data Integration Workflows
Igniting Next Level Productivity with AI-Infused Data Integration WorkflowsIgniting Next Level Productivity with AI-Infused Data Integration Workflows
Igniting Next Level Productivity with AI-Infused Data Integration WorkflowsSafe Software
 
UiPath Studio Web workshop series - Day 6
UiPath Studio Web workshop series - Day 6UiPath Studio Web workshop series - Day 6
UiPath Studio Web workshop series - Day 6DianaGray10
 
Nanopower In Semiconductor Industry.pdf
Nanopower  In Semiconductor Industry.pdfNanopower  In Semiconductor Industry.pdf
Nanopower In Semiconductor Industry.pdfPedro Manuel
 
Building AI-Driven Apps Using Semantic Kernel.pptx
Building AI-Driven Apps Using Semantic Kernel.pptxBuilding AI-Driven Apps Using Semantic Kernel.pptx
Building AI-Driven Apps Using Semantic Kernel.pptxUdaiappa Ramachandran
 
Connector Corner: Extending LLM automation use cases with UiPath GenAI connec...
Connector Corner: Extending LLM automation use cases with UiPath GenAI connec...Connector Corner: Extending LLM automation use cases with UiPath GenAI connec...
Connector Corner: Extending LLM automation use cases with UiPath GenAI connec...DianaGray10
 
VoIP Service and Marketing using Odoo and Asterisk PBX
VoIP Service and Marketing using Odoo and Asterisk PBXVoIP Service and Marketing using Odoo and Asterisk PBX
VoIP Service and Marketing using Odoo and Asterisk PBXTarek Kalaji
 
UiPath Community: AI for UiPath Automation Developers
UiPath Community: AI for UiPath Automation DevelopersUiPath Community: AI for UiPath Automation Developers
UiPath Community: AI for UiPath Automation DevelopersUiPathCommunity
 
Building Your Own AI Instance (TBLC AI )
Building Your Own AI Instance (TBLC AI )Building Your Own AI Instance (TBLC AI )
Building Your Own AI Instance (TBLC AI )Brian Pichman
 
Comparing Sidecar-less Service Mesh from Cilium and Istio
Comparing Sidecar-less Service Mesh from Cilium and IstioComparing Sidecar-less Service Mesh from Cilium and Istio
Comparing Sidecar-less Service Mesh from Cilium and IstioChristian Posta
 
Linked Data in Production: Moving Beyond Ontologies
Linked Data in Production: Moving Beyond OntologiesLinked Data in Production: Moving Beyond Ontologies
Linked Data in Production: Moving Beyond OntologiesDavid Newbury
 
Artificial Intelligence & SEO Trends for 2024
Artificial Intelligence & SEO Trends for 2024Artificial Intelligence & SEO Trends for 2024
Artificial Intelligence & SEO Trends for 2024D Cloud Solutions
 
COMPUTER 10: Lesson 7 - File Storage and Online Collaboration
COMPUTER 10: Lesson 7 - File Storage and Online CollaborationCOMPUTER 10: Lesson 7 - File Storage and Online Collaboration
COMPUTER 10: Lesson 7 - File Storage and Online Collaborationbruanjhuli
 
IESVE Software for Florida Code Compliance Using ASHRAE 90.1-2019
IESVE Software for Florida Code Compliance Using ASHRAE 90.1-2019IESVE Software for Florida Code Compliance Using ASHRAE 90.1-2019
IESVE Software for Florida Code Compliance Using ASHRAE 90.1-2019IES VE
 
UiPath Studio Web workshop series - Day 8
UiPath Studio Web workshop series - Day 8UiPath Studio Web workshop series - Day 8
UiPath Studio Web workshop series - Day 8DianaGray10
 
Computer 10: Lesson 10 - Online Crimes and Hazards
Computer 10: Lesson 10 - Online Crimes and HazardsComputer 10: Lesson 10 - Online Crimes and Hazards
Computer 10: Lesson 10 - Online Crimes and HazardsSeth Reyes
 
UiPath Studio Web workshop series - Day 7
UiPath Studio Web workshop series - Day 7UiPath Studio Web workshop series - Day 7
UiPath Studio Web workshop series - Day 7DianaGray10
 
Empowering Africa's Next Generation: The AI Leadership Blueprint
Empowering Africa's Next Generation: The AI Leadership BlueprintEmpowering Africa's Next Generation: The AI Leadership Blueprint
Empowering Africa's Next Generation: The AI Leadership BlueprintMahmoud Rabie
 

Kürzlich hochgeladen (20)

activity_diagram_combine_v4_20190827.pdfactivity_diagram_combine_v4_20190827.pdf
activity_diagram_combine_v4_20190827.pdfactivity_diagram_combine_v4_20190827.pdfactivity_diagram_combine_v4_20190827.pdfactivity_diagram_combine_v4_20190827.pdf
activity_diagram_combine_v4_20190827.pdfactivity_diagram_combine_v4_20190827.pdf
 
Igniting Next Level Productivity with AI-Infused Data Integration Workflows
Igniting Next Level Productivity with AI-Infused Data Integration WorkflowsIgniting Next Level Productivity with AI-Infused Data Integration Workflows
Igniting Next Level Productivity with AI-Infused Data Integration Workflows
 
UiPath Studio Web workshop series - Day 6
UiPath Studio Web workshop series - Day 6UiPath Studio Web workshop series - Day 6
UiPath Studio Web workshop series - Day 6
 
Nanopower In Semiconductor Industry.pdf
Nanopower  In Semiconductor Industry.pdfNanopower  In Semiconductor Industry.pdf
Nanopower In Semiconductor Industry.pdf
 
Building AI-Driven Apps Using Semantic Kernel.pptx
Building AI-Driven Apps Using Semantic Kernel.pptxBuilding AI-Driven Apps Using Semantic Kernel.pptx
Building AI-Driven Apps Using Semantic Kernel.pptx
 
Connector Corner: Extending LLM automation use cases with UiPath GenAI connec...
Connector Corner: Extending LLM automation use cases with UiPath GenAI connec...Connector Corner: Extending LLM automation use cases with UiPath GenAI connec...
Connector Corner: Extending LLM automation use cases with UiPath GenAI connec...
 
20150722 - AGV
20150722 - AGV20150722 - AGV
20150722 - AGV
 
VoIP Service and Marketing using Odoo and Asterisk PBX
VoIP Service and Marketing using Odoo and Asterisk PBXVoIP Service and Marketing using Odoo and Asterisk PBX
VoIP Service and Marketing using Odoo and Asterisk PBX
 
201610817 - edge part1
201610817 - edge part1201610817 - edge part1
201610817 - edge part1
 
UiPath Community: AI for UiPath Automation Developers
UiPath Community: AI for UiPath Automation DevelopersUiPath Community: AI for UiPath Automation Developers
UiPath Community: AI for UiPath Automation Developers
 
Building Your Own AI Instance (TBLC AI )
Building Your Own AI Instance (TBLC AI )Building Your Own AI Instance (TBLC AI )
Building Your Own AI Instance (TBLC AI )
 
Comparing Sidecar-less Service Mesh from Cilium and Istio
Comparing Sidecar-less Service Mesh from Cilium and IstioComparing Sidecar-less Service Mesh from Cilium and Istio
Comparing Sidecar-less Service Mesh from Cilium and Istio
 
Linked Data in Production: Moving Beyond Ontologies
Linked Data in Production: Moving Beyond OntologiesLinked Data in Production: Moving Beyond Ontologies
Linked Data in Production: Moving Beyond Ontologies
 
Artificial Intelligence & SEO Trends for 2024
Artificial Intelligence & SEO Trends for 2024Artificial Intelligence & SEO Trends for 2024
Artificial Intelligence & SEO Trends for 2024
 
COMPUTER 10: Lesson 7 - File Storage and Online Collaboration
COMPUTER 10: Lesson 7 - File Storage and Online CollaborationCOMPUTER 10: Lesson 7 - File Storage and Online Collaboration
COMPUTER 10: Lesson 7 - File Storage and Online Collaboration
 
IESVE Software for Florida Code Compliance Using ASHRAE 90.1-2019
IESVE Software for Florida Code Compliance Using ASHRAE 90.1-2019IESVE Software for Florida Code Compliance Using ASHRAE 90.1-2019
IESVE Software for Florida Code Compliance Using ASHRAE 90.1-2019
 
UiPath Studio Web workshop series - Day 8
UiPath Studio Web workshop series - Day 8UiPath Studio Web workshop series - Day 8
UiPath Studio Web workshop series - Day 8
 
Computer 10: Lesson 10 - Online Crimes and Hazards
Computer 10: Lesson 10 - Online Crimes and HazardsComputer 10: Lesson 10 - Online Crimes and Hazards
Computer 10: Lesson 10 - Online Crimes and Hazards
 
UiPath Studio Web workshop series - Day 7
UiPath Studio Web workshop series - Day 7UiPath Studio Web workshop series - Day 7
UiPath Studio Web workshop series - Day 7
 
Empowering Africa's Next Generation: The AI Leadership Blueprint
Empowering Africa's Next Generation: The AI Leadership BlueprintEmpowering Africa's Next Generation: The AI Leadership Blueprint
Empowering Africa's Next Generation: The AI Leadership Blueprint
 

Marketing Automation Mind Map

  • 1. THE POWER OF MARKETING AUTOMATION A BrandErgonomics® resource from Quarry Integrated Communications.
  • 2. MARKETING AUTOMATION PLATFORM MIND MAP Today, Marketing Automation Platforms are quickly becoming must- haves for marketing success. These platforms offer broad features and deep functionality and, at first glance, can appear complex and overwhelming. In an effort to fast-track your journey of discovery, we’ve taken our years of Marketing Automation experience and insight and distilled our knowledge into this Mind Map. There are four main components to a Marketing Automation Platform. They are the ability for marketers to: Manage Contacts, Manage Campaigns, Manage Leads and Measure Impact. Each of these components contains up to three subcomponents, and often each subcomponent groups several related parts.
  • 3. CONTACT RECORDS DATA INTEGRATION EMAILS 250 fields, multiple field types (text, single select, List upload; Form integration; Open API integration Email development; Template library; HTML and plain text; checkbox, multi-select). for data import/export (CRM, custom connectors); Activity driven content; Email deliverability optimization; WEB PAGES Automated data import engine (secure FTP). A/B testing; Competitor domain excludes; Bounceback Platform created/hosted pages; Template library; External website TECHNICAL PROFILES CONTACT PROFILES Understand web visitors technical profile (browser used, capture and management; List management; Deployment tracking integration; Personal URL (PURLs); Embedded forms; Track “Digital Body Language” history: web page click-stream, (one-off, batch or campaign/form triggered). Content substitution; Content hosting. IP address, Country/State/ZIP/Longitude and Latitude DATA QUALITY PROGRAMS form submissions, email interactions (opens, clicks), referring from IP). De-duplication; Normalization; Cleansing. MULTI-CHANNEL CAPABILITIES URL source, search engine/search phrase used, and high-value PERSONALIZATION Integrated, multi-channel marketing: email, web, content/asset interactions. In emails (field merge, activity driven content, sales direct mail, fax, RSS feeds, SMS, trigger outbound SEGMENTATION signature rules); In web pages (field merges, content calls (live or automated voice messaging). Contact groups; Filters (field-based, activity-based substitution) and page alternates (URL redirects based and inactivity based). on data lookup); In forms (field pre-population). EVENT MANAGEMENT Manage event waitlists, session registration and cancellation processes; Automated pre-defined reminders and follow-up action steps; Manage multiple session events from a single registration form, including multiple locations or time slots. PREFERENCE MANAGEMENT Email opt-in subscription management; Email opt-out Manage Contacts Manage Campaigns FORM PROCESSING compliance (global or campaign level); Web tracking Platform created/hosted forms; Template library; consent compliance. External form integration; Field validation; Automated field processing steps (send email to submitter, send notification email, add to automated campaign/ THE POWER OF CAMPAIGN AUTOMATION program, redirect to website, refer-a-friend etc); Design, build and maintain automated Progressive profiling; Form field pre-population. MARKETING rules-based marketing campaigns. Visualize CAMPAIGN ANALYTICS Report on the performance of campaigns. Drill-down the campaign workflow, build segments, NURTURING WEB ANALYTICS incorporate campaign assets, define decision Coordinate and automate multi-step, multi-track Understand web visitor activity on to explore and compare individual asset performance, rules and trigger resulting actions based on campaigns that drip out staged communications like effectiveness by email and groups of emails (opens AUTOMATION platform hosted pages and externally activity or inactivity. over time. Common triggers: browsing behavior, hosted pages. Out-of-the-box reports: and CTRs, bouncebacks, unsubscribes), form conversions, high-value content views. Further break down data form-submission, event attendance, segment- # of website visitors; Most popular by other views (i.e. by region, by industry, by role). membership, product/region/role/industry, pages and time spent; Page navigations; calendar date, buying-cycle or lead qualification Top entry/exit pages; Leading referrers stage, triggered by external system (i.e. CRM). (i.e. social media, blogs), search engines and keywords used; Unknown visitors by company. Manage Leads Measure Impact CRM INTEGRATION Bi-directional synchronization – real-time data push to LEAD SCORING DATABASE HEALTH CRM and scheduled automated data pulls; Real-time Score leads based on 2 factors: 1. Ideal customer fit (explicit contact Diagnose the health of your marketing database (i.e. push of behavioral activity into CRM system’s lead and LEAD ASSIGNMENT data) and 2. Engagement level (implicit behavioral data); Assess % growth) and understand distribution across key fields DASHBOARDS & DRILL-DOWNS contact record; CRM Campaign association; Trigger Assign leads to salespeople based on geography, recency of activity and frequency of activity to inflate or degrade and values (i.e. lead source, region, lead stage, role). Access quick insight into all of your marketing CRM assignment rule routing and notifications. industry, product interest, or other business rules. score; Apply lead score thresholds to send sales-ready leads to CRM; activities through visual dashboards. Instantly Use lead assignment to further customize marketing Trigger actions based on lead score (i.e. add to program). drill down to the details. SALES ENABLEMENT communications using sales signature rules. Access to full behavioral activity history (from the CRM lead REPORT DELIVERY and contact records and from add-on tools like Eloqua’s Schedule regular delivery of important LEAD SOURCE TRACKING Prospect Profiler and Eloqua Discover); Ability to trigger marketing STANDARD & CUSTOM REPORTS reports and dashboards right to Track multiple lead sources – (i.e. both Original Lead programs from within CRM system; Real-time web activity alerts Choose from pre-built reports and dashboards or marketing and sales team’s inboxes. Source and Most Recent Lead Source); Track referring to assigned salesperson; Outlook plug-ins leverage email templates custom build your own with the data you need. source; Use query strings to track marketing channels. and tracking capabilities. To download a PDF version of the Mind Map please visit http://bit.ly/SJZhyh
  • 4. CONTACT RECORDS DATA INTEGRATION 250 fields, multiple field types (text, single select, List upload; Form integration; Open API integration checkbox, multi-select). for data import/export (CRM, custom connectors); Automated data import engine (secure FTP). TECHNICAL PROFILES CONTACT PROFILES Understand web visitors technical profile (browser used, Track “Digital Body Language” history: web page click-stream, IP address, Country/State/ZIP/Longitude and Latitude DATA QUALITY PROGRAMS form submissions, email interactions (opens, clicks), referring from IP). De-duplication; Normalization; Cleansing. URL source, search engine/search phrase used, and high-value CONTACT RECORDS DATA INTEGRATION EMAILS content/asset interactions. field types (text, single select, 250 fields, multiple List upload; Form integration; Open API integration Email development; Template library; HTML and plain text; WEB PAGES checkbox, multi-select). SEGMENTATION for data import/export (CRM, custom connectors); Automated data import engine (secure FTP). Activity driven content; Email deliverability optimization; A/B testing; Competitor domain excludes; Bounceback Platform created/hosted pages; Template library; External website TECHNICAL PROFILES Understand web visitors technical profile (browser used, Filters (field-based, activity-based Contact groups; CONTACT PROFILES capture and management; List management; Deployment tracking integration; Personal URL (PURLs); Embedded forms; Track “Digital Body Language” history: web page click-stream, (one-off, batch or campaign/form triggered). Content substitution; Content hosting. and inactivity based). IP address, Country/State/ZIP/Longitude and Latitude DATA QUALITY PROGRAMS form submissions, email interactions (opens, clicks), referring from IP). De-duplication; Normalization; Cleansing. MULTI-CHANNEL CAPABILITIES URL source, search engine/search phrase used, and high-value PERSONALIZATION Integrated, multi-channel marketing: email, web, content/asset interactions. In emails (field merge, activity driven content, sales direct mail, fax, RSS feeds, SMS, trigger outbound SEGMENTATION signature rules); In web pages (field merges, content calls (live or automated voice messaging). Contact groups; Filters (field-based, activity-based substitution) and page alternates (URL redirects based and inactivity based). on data lookup); In forms (field pre-population). EVENT MANAGEMENT PREFERENCE MANAGEMENT Manage event waitlists, session registration and cancellation processes; Automated Email opt-in subscription management; Email opt-out PREFERENCE MANAGEMENT Manage Contacts pre-defined reminders and follow-up action steps; Manage multiple session events from a single registration form, including multiple locations or time slots. Manage Contacts compliance (global or campaign level); Web tracking Email opt-in subscription management; Email opt-out Manage Campaigns FORM PROCESSING compliance (global or campaign level); Web tracking Platform created/hosted forms; Template library; consent compliance. consent compliance. External form integration; Field validation; Automated field processing steps (send email to submitter, send notification email, add to automated campaign/ THE POWER OF CAMPAIGN AUTOMATION program, redirect to website, refer-a-friend etc); Design, build and maintain automated Progressive profiling; Form field pre-population. MARKETING rules-based marketing campaigns. Visualize CAMPAIGN ANALYTICS Report on the performance of campaigns. Drill-down the campaign workflow, build segments, NURTURING WEB ANALYTICS incorporate campaign assets, define decision Coordinate and automate multi-step, multi-track Understand web visitor activity on to explore and compare individual asset performance, rules and trigger resulting actions based on campaigns that drip out staged communications like effectiveness by email and groups of emails (opens AUTOMATION platform hosted pages and externally activity or inactivity. over time. Common triggers: browsing behavior, hosted pages. Out-of-the-box reports: and CTRs, bouncebacks, unsubscribes), form conversions, high-value content views. Further break down data form-submission, event attendance, segment- # of website visitors; Most popular by other views (i.e. by region, by industry, by role). membership, product/region/role/industry, pages and time spent; Page navigations; calendar date, buying-cycle or lead qualification Top entry/exit pages; Leading referrers stage, triggered by external system (i.e. CRM). (i.e. social media, blogs), search engines and keywords used; Unknown visitors by company. Manage Leads Measure Impact CRM INTEGRATION Bi-directional synchronization – real-time data push to LEAD SCORING DATABASE HEALTH CRM and scheduled automated data pulls; Real-time Score leads based on 2 factors: 1. Ideal customer fit (explicit contact Diagnose the health of your marketing database (i.e. push of behavioral activity into CRM system’s lead and LEAD ASSIGNMENT data) and 2. Engagement level (implicit behavioral data); Assess % growth) and understand distribution across key fields DASHBOARDS & DRILL-DOWNS contact record; CRM Campaign association; Trigger Assign leads to salespeople based on geography, recency of activity and frequency of activity to inflate or degrade and values (i.e. lead source, region, lead stage, role). Access quick insight into all of your marketing CRM assignment rule routing and notifications. industry, product interest, or other business rules. score; Apply lead score thresholds to send sales-ready leads to CRM; activities through visual dashboards. Instantly Use lead assignment to further customize marketing Trigger actions based on lead score (i.e. add to program). drill down to the details. SALES ENABLEMENT communications using sales signature rules. Access to full behavioral activity history (from the CRM lead REPORT DELIVERY and contact records and from add-on tools like Eloqua’s Schedule regular delivery of important LEAD SOURCE TRACKING Prospect Profiler and Eloqua Discover); Ability to trigger marketing STANDARD & CUSTOM REPORTS reports and dashboards right to Track multiple lead sources – (i.e. both Original Lead programs from within CRM system; Real-time web activity alerts Choose from pre-built reports and dashboards or marketing and sales team’s inboxes. Source and Most Recent Lead Source); Track referring to assigned salesperson; Outlook plug-ins leverage email templates custom build your own with the data you need. source; Use query strings to track marketing channels. and tracking capabilities. QUARRY.COM
  • 5. EMAILS Email development; Template library; HTML and plain text; Activity driven content; Email deliverability optimization; WEB PAGES A/B testing; Competitor domain excludes; Bounceback Platform created/hosted pages; Template library; External website capture and management; List management; Deployment tracking integration; Personal URL (PURLs); Embedded forms; (one-off, batch or campaign/form triggered). Content substitution; Content hosting. MULTI-CHANNEL CAPABILITIES CONTACT RECORDS DATA INTEGRATION PERSONALIZATION EMAILS Integrated, multi-channel marketing: email, web, 250 fields, multiple field types (text, single select, List upload; Form integration; Open API integration Email development; Template library; HTML and plain text; checkbox, multi-select). In emails (field merge, activity driven content, sales deliverability optimization; for data import/export (CRM, custom connectors); Activity driven content; Email direct mail, fax, RSS feeds, SMS, trigger outbound WEB PAGES TECHNICAL PROFILES signature rules); In web pages (fieldtesting; Competitor domain excludes; Bounceback (live Platform created/hosted pages; Template library; External website Automated data import engine (secure FTP). A/B merges, content calls or automated voice messaging). CONTACT PROFILES Understand web visitors technical profile (browser used, capture and management; List management; Deployment tracking integration; Personal URL (PURLs); Embedded forms; Track “Digital Body Language” history: web page click-stream, IP address, Country/State/ZIP/Longitude and Latitude DATA QUALITY PROGRAMS substitution) and page alternates(one-off, batch or campaign/form triggered). (URL redirects based Content substitution; Content hosting. form submissions, email interactions (opens, clicks), referring from IP). on data lookup); In forms (field pre-population). De-duplication; Normalization; Cleansing. MULTI-CHANNEL CAPABILITIES URL source, search engine/search phrase used, and high-value PERSONALIZATION EVENT MANAGEMENT content/asset interactions. In emails (field merge, activity driven content, sales Integrated, multi-channel marketing: email, web, direct mail, fax, RSS feeds, SMS, trigger outbound SEGMENTATION Manage event waitlists, session registration and cancellation processes; Automated Contact groups; Filters (field-based, activity-based signature rules); In web pages (field merges, content calls (live or automated voice messaging). substitution) and page alternates (URL redirects based pre-defined reminders and follow-up action steps; Manage multiple session events and inactivity based). on data lookup); In forms (field pre-population). from a single registration form, including multiple locations or time slots. EVENT MANAGEMENT Manage event waitlists, session registration and cancellation processes; Automated PREFERENCE MANAGEMENT Manage Campaigns pre-defined reminders and follow-up action steps; Manage multiple session events from a single registration form, including multiple locations or time slots. FORM PROCESSING Email opt-in subscription management; Email opt-out Manage Contacts Manage Campaigns Platform created/hosted forms; Template library; FORM PROCESSING compliance (global or campaign level); Web tracking Platform created/hosted forms; Template library; consent compliance. External form integration; Field validation; AutomatedAutomated External form integration; Field validation; field processing steps (send email to steps (send email to submitter, field processing submitter, send notification email, add to automated campaign/ CAMPAIGN AUTOMATION email, add to automated campaign/ etc); send notification THE POWER OF AUTOMATION program, redirect to website, refer-a-friend Progressive profiling; Form field pre-population. CAMPAIGN program, redirect to website, refer-a-friend etc); Design, build and maintain automated MARKETING rules-based marketing campaigns. Visualize CAMPAIGN ANALYTICS Design, build and maintain automated the campaign workflow, build segments, Form field pre-population. Progressive profiling; NURTURING WEB ANALYTICS Report on the performance of campaigns. Drill-down incorporate campaign assets, define decision Coordinate and automate multi-step, multi-track to explore and compare individual asset performance, Understand web visitor activity on like effectiveness by email and groups of emails (opens rules-based marketing campaigns. Visualize rules and trigger resulting actions based on campaigns that drip out staged communications AUTOMATION platform hosted pages and externally activity or inactivity. hosted pages. Out-of-the-box reports: and CTRs, bouncebacks, unsubscribes), form conversions, high-value content views. Further break down data the campaign workflow, build segments, NURTURING over time. Common triggers: browsing behavior, form-submission, event attendance, segment- # of website visitors; Most popular by other views (i.e. by region, by industry, by role). incorporate campaign assets, define decision Coordinate and automate multi-step, multi-track membership, product/region/role/industry, pages and time spent; Page navigations; calendar date, buying-cycle or lead qualification Top entry/exit pages; Leading referrers rules and trigger resulting actions based on campaigns that drip out staged communications (i.e. CRM). stage, triggered by external system (i.e. social media, blogs), search engines and keywords used; Unknown visitors activity or inactivity. over time. Common triggers: browsing behavior, by company. Manage Leads form-submission, event attendance, segment- Measure Impact membership, product/region/role/industry, CRM INTEGRATION calendar date, buying-cycle or lead qualification Bi-directional synchronization – real-time data push to LEAD SCORING DATABASE HEALTH CRM and scheduled automated data pulls; Real-time stage, triggered byleads based onsystem1. (i.e.customer fit (explicit contact Score external 2 factors: Ideal CRM). Diagnose the health of your marketing database (i.e. push of behavioral activity into CRM system’s lead and LEAD ASSIGNMENT data) and 2. Engagement level (implicit behavioral data); Assess % growth) and understand distribution across key fields DASHBOARDS & DRILL-DOWNS contact record; CRM Campaign association; Trigger Assign leads to salespeople based on geography, recency of activity and frequency of activity to inflate or degrade and values (i.e. lead source, region, lead stage, role). Access quick insight into all of your marketing CRM assignment rule routing and notifications. industry, product interest, or other business rules. score; Apply lead score thresholds to send sales-ready leads to CRM; activities through visual dashboards. Instantly Use lead assignment to further customize marketing Trigger actions based on lead score (i.e. add to program). drill down to the details. SALES ENABLEMENT communications using sales signature rules. Access to full behavioral activity history (from the CRM lead REPORT DELIVERY and contact records and from add-on tools like Eloqua’s Schedule regular delivery of important LEAD SOURCE TRACKING Prospect Profiler and Eloqua Discover); Ability to trigger marketing STANDARD & CUSTOM REPORTS reports and dashboards right to Track multiple lead sources – (i.e. both Original Lead programs from within CRM system; Real-time web activity alerts Choose from pre-built reports and dashboards or marketing and sales team’s inboxes. Source and Most Recent Lead Source); Track referring to assigned salesperson; Outlook plug-ins leverage email templates custom build your own with the data you need. source; Use query strings to track marketing channels. and tracking capabilities. QUARRY.COM
  • 6. CONTACT RECORDS DATA INTEGRATION EMAILS 250 fields, multiple field types (text, single select, List upload; Form integration; Open API integration Email development; Template library; HTML and plain text; checkbox, multi-select). for data import/export (CRM, custom connectors); Activity driven content; Email deliverability optimization; WEB PAGES Automated data import engine (secure FTP). A/B testing; Competitor domain excludes; Bounceback Platform created/hosted pages; Template library; External website TECHNICAL PROFILES CONTACT PROFILES Understand web visitors technical profile (browser used, capture and management; List management; Deployment tracking integration; Personal URL (PURLs); Embedded forms; Track “Digital Body Language” history: web page click-stream, (one-off, batch or campaign/form triggered). Content substitution; Content hosting. IP address, Country/State/ZIP/Longitude and Latitude DATA QUALITY PROGRAMS form submissions, email interactions (opens, clicks), referring from IP). De-duplication; Normalization; Cleansing. MULTI-CHANNEL CAPABILITIES URL source, search engine/search phrase used, and high-value PERSONALIZATION Integrated, multi-channel marketing: email, web, content/asset interactions. In emails (field merge, activity driven content, sales direct mail, fax, RSS feeds, SMS, trigger outbound SEGMENTATION signature rules); In web pages (field merges, content calls (live or automated voice messaging). Contact groups; Filters (field-based, activity-based substitution) and page alternates (URL redirects based and inactivity based). on data lookup); In forms (field pre-population). EVENT MANAGEMENT Manage event waitlists, session registration and cancellation processes; Automated pre-defined reminders and follow-up action steps; Manage multiple session events from a single registration form, including multiple locations or time slots. PREFERENCE MANAGEMENT Email opt-in subscription management; Email opt-out Manage Contacts Manage Campaigns FORM PROCESSING compliance (global or campaign level); Web tracking Platform created/hosted forms; Template library; consent compliance. External form integration; Field validation; Automated field processing steps (send email to submitter, send notification email, add to automated campaign/ THE POWER OF CAMPAIGN AUTOMATION program, redirect to website, refer-a-friend etc); Design, build and maintain automated Progressive profiling; Form field pre-population. MARKETING rules-based marketing campaigns. Visualize CAMPAIGN ANALYTICS Report on the performance of campaigns. Drill-down the campaign workflow, build segments, NURTURING WEB ANALYTICS incorporate campaign assets, define decision Coordinate and automate multi-step, multi-track Understand web visitor activity on to explore and compare individual asset performance, rules and trigger resulting actions based on campaigns that drip out staged communications like effectiveness by email and groups of emails (opens AUTOMATION platform hosted pages and externally activity or inactivity. over time. Common triggers: browsing behavior, hosted pages. Out-of-the-box reports: and CTRs, bouncebacks, unsubscribes), form conversions, high-value content views. Further break down data form-submission, event attendance, segment- # of website visitors; Most popular by other views (i.e. by region, by industry, by role). membership, product/region/role/industry, pages and time spent; Page navigations; calendar date, buying-cycle or lead qualification Top entry/exit pages; Leading referrers stage, triggered by external system (i.e. CRM). (i.e. social media, blogs), search engines and keywords used; Unknown visitors by company. Manage Leads Measure Impact Manage Leads CRM INTEGRATION Bi-directional synchronization – real-time data push to LEAD SCORING DATABASE HEALTH CRM and scheduled automated data pulls; Real-time Score leads based on 2 factors: 1. Ideal customer fit (explicit contact Diagnose the health of your marketing database (i.e. push of behavioral activity into CRM system’s lead and LEAD ASSIGNMENT data) and 2. Engagement level (implicit behavioral data); Assess CRM INTEGRATION DASHBOARDS & DRILL-DOWNS % growth) and understand distribution across key fields contact record; CRM Campaign association; Trigger CRM assignment rule routing and notifications. Assign leads to salespeople based on geography, recency of activity and frequency of activity to inflate or degrade and values (i.e. lead source, region, lead stage, role). Access quick insight into all of your marketing industry, product interest, or other business rules. score; Apply lead score thresholds to send sales-ready leads to CRM; Bi-directional synchronization – visual dashboards. Instantly activities through real-time data push to LEAD SCORING Use lead assignment to further customize marketing Trigger actions based on lead score (i.e. add to program). drill down to the details. SALES ENABLEMENT communications using sales signature rules. CRM and scheduled automated data pulls; Real-time Score leads based on 2 factors: 1. Ideal customer fit (explicit contact Access to full behavioral activity history (from the CRM lead REPORT DELIVERY push of behavioral activity into CRM system’s deliveryand Schedule regular lead of important LEAD ASSIGNMENT and contact records and from add-on tools like Eloqua’s Prospect Profiler and Eloqua Discover); Ability to trigger marketing data) and 2. LEAD SOURCE TRACKING Engagement level (implicit behavioral data); Assess STANDARD & CUSTOM REPORTS contact record; CRM Campaign association; Trigger to reports and dashboards right Track multiple lead sources – (i.e. both Original Lead Choose from pre-built reports and dashboards or Assign leads to salespeople based on geography, programs from within CRM system; Real-time web activity alerts recency of activity and Recent Lead Source); activity to inflate or degrade Source and Most frequency of Track referring marketing and sales team’s inboxes. CRM assignment rule routing and notifications. custom build your own with the data you need. to assigned salesperson; Outlook plug-ins leverage email templates industry, product interest, or other business rules. score; Applysource; Use query strings to track marketing channels. lead score thresholds to send sales-ready leads to CRM; and tracking capabilities. Use lead assignment to further customize marketing Trigger actions based on lead score (i.e. add to program). QUARRY.COM SALES ENABLEMENT communications using sales signature rules. Access to full behavioral activity history (from the CRM lead and contact records and from add-on tools like Eloqua’s LEAD SOURCE TRACKING Prospect Profiler and Eloqua Discover); Ability to trigger marketing Track multiple lead sources – (i.e. both Original Lead programs from within CRM system; Real-time web activity alerts Source and Most Recent Lead Source); Track referring to assigned salesperson; Outlook plug-ins leverage email templates source; Use query strings to track marketing channels. and tracking capabilities.