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    7 STEPS TO EFFECTIVE 
  B2B CHANNEL MARKETING 
                                      




                                          
                                      
                                      
                                      
Follow Us:   
Email: marketinginfo@winntech.net 
Phone: 800‐444‐5622 
 
                                              
                                              
Accelerating Sales Growth 
 
The continuing paradigm shift in the IT market shows steady movement towards a 
greater focus on the Channel ‐‐ to increase sales, achieve increased market penetration 
and enhance brand recognition.  More and more, large vendors are announcing their 
intent to bolster their Channel efforts and direction, recognizing the substantial growth 
that can be attained.  The bottom‐line is truly the bottom‐line – how to increase 
revenues while reducing the overhead and direct costs of driving those increases. 
 
With the pervasive growth of the Internet, there has been a dramatic shift in how 
technology buyers educate themselves about new solutions.  Businesses today have 
many more options in their buying cycles – from research tools, analysis, social media, 
and an expansive reseller community. 
 
This has changed the sales process dramatically, and technology vendors are racing to 
adapt.  Potential customers are expecting more competitive pricing, improved value, 
and consultative services to complement their process. 
 
Still, the channel model presents a number of challenges that must be identified and 
overcome in order to realize the full benefits and revenues. These challenges are both 
internal to the vendor, external with the partner, and ultimately, reflected at the 
customer‐level as well. 
 
Sirius Decisions, a leading marketing advisory firm, identifies three Channel models that 
can be applied, each bringing different methodologies and approaches to the 
relationship and direction: 
 
• Supplier‐to‐Partner ‐ programs suppliers use to raise awareness and drive demand 
  with their channel partners 
 
• Partner‐to‐Customer ‐ Supplier‐created programs that partners execute with their 
  customers 
 
• Supplier‐to‐Customer ‐ Campaigns focused on feeding partners leads and 
  opportunities.” 
 
 
 


                                                                                   Page 2
 
So Many Challenges 
 
Prime vendors are faced with many challenges in identifying; qualifying, and potentially, 
on‐boarding new channel partners.  This becomes an ongoing effort, not only in Partner 
Management, but providing the sales and marketing enablement tools that can help 
ensure the best chance of sales success.  Ongoing channel education programs on 
solutions, products, and consistent messaging are critical factors to building a successful 
partner relationship. 
 
• Managing MDFs and Co‐op funding will always be a key focus of any channel 
   relationship.  Ensuring that funds are budgeted and allocated to the channel partners, 
   while monitoring their usage and implementation, will help drive the focus on specific 
   solution areas and brand recognition. Firms that allocate these funds to their Channel 
   partners have shown dramatic increases in sales over those that do not. 
 
• Lead/Opportunity Management. Tracking the progress and status of lead 
   opportunities delivered to partners has always presented a challenge.  Proprietary 
   information, sales nature, and a general lack of feedback and reporting create a 
   disconnect in measuring the effectiveness of channel‐related marketing initiatives.  
   Often the prime vendor won’t know about a deal until it closes, and therefore, can 
   offer limited support and expertise to help their channel partners in successfully 
   closing deals. 
 
• Partner follow‐up activity. No one likes to make cold calls. Traditionally, research 
   continually shows that sales representatives will make limited efforts to follow up on 
   leads they are provided, and in some cases, they will sit dormant. One recent study by 
   Insidesales.com showed that the average number of follow up attempts to trade show 
   lead activity resulted in an average of less than one‐and‐a‐half follow‐up attempts.  
   Obviously, this limits any effective results. 
 
• Timing of Follow‐ups. In addition to the challenge of follow up activity to leads, the 
   timing of those follow‐ups is critical. An interested, qualified prospect is often ready to 
   continue their initial conversation or inquiry within a matter of hours or days.  Too 
   many leads sit for weeks before they are followed up on, and the lack of effective 
   reporting mechanisms means that the oversight of the lead follow up activity becomes 
   extremely limited. 
 
• Nurturing of leads. As marketing maturity grows in the industry, more channel 
   partners will become aware of the values of lead nurturing.  While the size of the  
    
 
 


                                                                                       Page 3
 
   channel partner is often aligned to their marketing maturity; there is still a prevalent 
   focus on the short‐term deal…making the numbers before the month, quarter, or year      
   ends.  Larger, more mature vendors recognize the true value of a long‐term solution 
   focused on lead nurturing and cultivation, and need to drive this philosophy 
   throughout their channel. 
 
• The expansive growth of the reseller community, and the breadth of vendor solutions 
   that they offer, has caused an overload of messaging and possibilities to an already 
   over‐crowded prospect universe. 
 
 
So Many Solutions 
 
1. Identify your optimal channel partner profile – Because there are costs and effort 
  associated with on‐boarding and maintaining a new partner, it is important that 
  vendors look for partners that fit the corporate model.  Per Sirius Decisions, channel 
  sales and marketing often push programs out to partners, re‐purposing what they can 
  without considering alignment.  This alignment is critical to effective channel 
  marketing and growth. An effective partner qualification process may evaluate 
  corporate culture, growth, vertical markets, solution expertise, support, etc. 
 
2. Assign dedicated resources to manage the relationship and marketing funding ‐  
  Greater results are apparent when the relationship between the prime vendor and 
  channel is a true partnership, leveraging knowledge, materials, and solutions that both 
  parties can bring to the table. 
 
3. Evaluate Performance – Ensure that channel partners maintain an agreed‐upon 
  performance level.  The on‐going cost of partner management demands that under‐
  performing partnerships must be continually evaluated, and over‐performing ones 
  recognized and rewarded.  This can frequently be achieved through various partner 
  status designations and criteria. 
 
4. Develop Lead Nurturing Strategies ‐ Partners traditionally focus only on low hanging 
  fruit, the short‐term sales opportunity, without recognizing the value of longer‐term, 
  ongoing cultivation.  As an entry point, prime vendors and their marketing teams or 
  outside firms should establish specific Lead Nurturing pilot programs to help the 
  partner and VAR community develop a cost‐effective framework for lead nurturing  
 
 
 
 



                                                                                  Page 4
   and cultivation, and continue to realize the benefits of such a marketing and sales 
   approach. 
 
5. The Demand Center – Sirius Decisions has articulated the tremendous value of the 
   “Demand Center” as a centralized marketing operation to support both internal and 
   channel programs. 
 
   Aberdeen reports that 81% of leading firms provide lead generation programs and 
   support to their channel.  How can prime vendors provide this framework to enhance 
   partner effectiveness? A large part can be addressed by providing packaged 
   campaigns, with centralized repositories of campaign information, preferred vendors, 
   as well as the inclusion of: 
 
• Consulting – Provide value‐added solutions and consulting to help partners with 
   designing effective marketing campaigns. 
 
• Lists – Quality data sources are one of the most important drivers for a successful 
   campaign. Providing access to pre‐approved and tested sources of marketing lists 
   should be a key component of any offering. 
 
• Templates – Anything that can be standardized in formatting, messaging, graphics, etc. 
   will create a valuable consistency among partners, help with brand recognition, and 
   ultimately, assist in expediting the ramp‐up time for any marketing campaign. 
 
• Emails – Writing a concise, effective email message is an art. Providing guidance, 
   suggested messaging and standardized formatting will benefit the initiatives. 
 
• Collateral – Providing a centralized repository of product and solution briefs, 
   marketing collateral, case studies, white papers, etc. for partner use and co‐branding 
   ensures consistent messaging and quality materials to support their campaigns. 
 
• Teleservices  – Identify teleservices vendors that meet your company’s objectives, 
   provide experienced, qualified personnel to represent your firm, and ultimately, drive 
   sales opportunities into the pipeline.  This can eliminate the wide variance of quality 
   providers in the market, and allows for you to negotiate a reduced pricing structure 
   based on the preferred vendor relationship. 
 
• Event Services  – Planning the logistics, recruitment, and presentations of an event, 
   whether a small executive gathering, webinar, road show, or major conference, takes 
   a huge amount of effort that few resellers have available internally.  
    
 
 



                                                                                   Page 5
    Identifying pre‐approved vendors to provide this as a pre‐packaged campaign will not 
   only reduce the potential problems that can occur with any event, but will help ensure 
   a more successful program. 
 
• Call Guides – Standard baseline call guide/script templates can be made available to 
   channel partners to help conceptualize any calling campaign, while ensuring that the 
   messaging and presentation of the prime vendor’s solutions remain consistent. 
 
• Social Media – The apparent explosion of social media channels as a marketing tool 
   has created an extremely cost‐effective means to not only promote companies, 
   products, solutions, and events, but also serves as a tremendous tool to gather 
   feedback from the community.  Prime vendors should look to utilize social media to 
   help partners in the promotion of their solutions. 
 
   As importantly, social media can provide a great vehicle for creating a shared 
   repository in knowledge management, for channel partners to access information, 
   product details, marketing collateral, and potentially campaign offerings. 
 
6. Co‐branded events ‐ With the abundance of resellers, name recognition continues to 
   be a challenge.  Conducting co‐branded events has a very positive impact on drawing 
   attendees based on the vendor’s branding, and adds further credibility to the channel 
   partner. 
 
7. Feedback Mechanisms – Open and on‐going communications between prime vendors 
   and their channel partners is a critical component to any successful relationship.  
   Traditionally, one of the greatest challenges has been the lack of feedback and 
   coordination on qualified opportunities between the two parties.  Too often, primes 
   have to chase down their partners to get status updates on active opportunities, by 
   which time there may be little that the prime vendor can do to assist and support the 
   channel partner in progressing the deal further along the sales pipeline towards a 
   close.  
 
   Not only would regularly scheduled status calls/meetings address this, but there are 
   also many CRM and SFA tools that can be used to maintain current program updates.  
   It is very important that primes require their channel partners to provide frequent 
   status updates into these systems, for the reasons addressed above, as well as to 
   ensure that continuous communications and marketing efforts in other areas do not 
   impact the developing relationships with the prospect organizations and create 
   conflicting messaging. 
 
 
 




                                                                                  Page 6
According to a recent Aberdeen Group report, The Extended Sales Enterprise: 
Channeling Better Results, “firms enjoying Best‐in‐Class performance share several 
common characteristics, including: 
 
• 81% deploy dedicated resources responsible for managing all channel sales 
 
• 81% provide centralized, online partner access to products, prices, promotions, etc 
 
• 79% support their channel with sales forecasting/analytics tools 
 
Addressing and implementing these 7 steps will help to build partner loyalty through 
support, knowledge, funding and programs, while ultimately increasing the revenue 
stream for both prime vendors and their channel partners. 
 
 
________________________________________________________________________ 
 
Alan Feldman is Sales and Marketing Manager at Winn Technology Group, and has 
focused on the design, development and execution of direct marketing campaigns for 
many of the leading technology vendors in the industry over the past eight years.  Prior 
to Winn, he spent nearly 25 years as a Sr. Management Consultant in the technology, 
government, retail and education markets. 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 



                                                                                  Page 7
 
 
Sponsoring Organization 
 




                                                                     
 
Winn Technology Group is a privately‐held marketing solutions company headquartered in Palm 
Harbor, Florida.  Exclusively providing marketing support to the technology industry since 1990, 
Winn has partnered with leading IT firms to develop B2B marketing solutions, conducting 
thousands of initiatives to: 
 
• Generate qualified leads and appointments, 
• Nurture, cultivate, and qualify actionable sales opportunities, 
• Develop B2B channel marketing programs and partnerships, 
• Collect and analyze valuable business intelligence, 
• Identify and recruit attendees for B2B events, and 
• Build brand awareness and name recognition. 
 
As the state of the technology market changes and adapts, Winn has continually been 
recognized for their strong focus on Lead Nurturing and Channel Marketing programs.  For more 
information, visit our website , send us an email, or call 800‐444‐5622. 
 
We invite you to join our LinkedIn channel marketing discussion group, share your thoughts, 
contribute to critical discussion, and learn from others in the industry – all with the intent of 
improving processes and success in IT Channel Marketing. 
 
Please click on the following link to join: http://linkd.in/e56Njb 
 




                                                                                          Page 8

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7steps to effective b2b channel marketing

  • 1.     7 STEPS TO EFFECTIVE  B2B CHANNEL MARKETING            Follow Us:    Email: marketinginfo@winntech.net  Phone: 800‐444‐5622 
  • 2.       Accelerating Sales Growth    The continuing paradigm shift in the IT market shows steady movement towards a  greater focus on the Channel ‐‐ to increase sales, achieve increased market penetration  and enhance brand recognition.  More and more, large vendors are announcing their  intent to bolster their Channel efforts and direction, recognizing the substantial growth  that can be attained.  The bottom‐line is truly the bottom‐line – how to increase  revenues while reducing the overhead and direct costs of driving those increases.    With the pervasive growth of the Internet, there has been a dramatic shift in how  technology buyers educate themselves about new solutions.  Businesses today have  many more options in their buying cycles – from research tools, analysis, social media,  and an expansive reseller community.    This has changed the sales process dramatically, and technology vendors are racing to  adapt.  Potential customers are expecting more competitive pricing, improved value,  and consultative services to complement their process.    Still, the channel model presents a number of challenges that must be identified and  overcome in order to realize the full benefits and revenues. These challenges are both  internal to the vendor, external with the partner, and ultimately, reflected at the  customer‐level as well.    Sirius Decisions, a leading marketing advisory firm, identifies three Channel models that  can be applied, each bringing different methodologies and approaches to the  relationship and direction:    • Supplier‐to‐Partner ‐ programs suppliers use to raise awareness and drive demand  with their channel partners    • Partner‐to‐Customer ‐ Supplier‐created programs that partners execute with their  customers    • Supplier‐to‐Customer ‐ Campaigns focused on feeding partners leads and  opportunities.”        Page 2
  • 3.   So Many Challenges    Prime vendors are faced with many challenges in identifying; qualifying, and potentially,  on‐boarding new channel partners.  This becomes an ongoing effort, not only in Partner  Management, but providing the sales and marketing enablement tools that can help  ensure the best chance of sales success.  Ongoing channel education programs on  solutions, products, and consistent messaging are critical factors to building a successful  partner relationship.    • Managing MDFs and Co‐op funding will always be a key focus of any channel  relationship.  Ensuring that funds are budgeted and allocated to the channel partners,  while monitoring their usage and implementation, will help drive the focus on specific  solution areas and brand recognition. Firms that allocate these funds to their Channel  partners have shown dramatic increases in sales over those that do not.    • Lead/Opportunity Management. Tracking the progress and status of lead  opportunities delivered to partners has always presented a challenge.  Proprietary  information, sales nature, and a general lack of feedback and reporting create a  disconnect in measuring the effectiveness of channel‐related marketing initiatives.   Often the prime vendor won’t know about a deal until it closes, and therefore, can  offer limited support and expertise to help their channel partners in successfully  closing deals.    • Partner follow‐up activity. No one likes to make cold calls. Traditionally, research  continually shows that sales representatives will make limited efforts to follow up on  leads they are provided, and in some cases, they will sit dormant. One recent study by  Insidesales.com showed that the average number of follow up attempts to trade show  lead activity resulted in an average of less than one‐and‐a‐half follow‐up attempts.   Obviously, this limits any effective results.    • Timing of Follow‐ups. In addition to the challenge of follow up activity to leads, the  timing of those follow‐ups is critical. An interested, qualified prospect is often ready to  continue their initial conversation or inquiry within a matter of hours or days.  Too  many leads sit for weeks before they are followed up on, and the lack of effective  reporting mechanisms means that the oversight of the lead follow up activity becomes  extremely limited.    • Nurturing of leads. As marketing maturity grows in the industry, more channel  partners will become aware of the values of lead nurturing.  While the size of the            Page 3
  • 4.      channel partner is often aligned to their marketing maturity; there is still a prevalent  focus on the short‐term deal…making the numbers before the month, quarter, or year       ends.  Larger, more mature vendors recognize the true value of a long‐term solution  focused on lead nurturing and cultivation, and need to drive this philosophy  throughout their channel.    • The expansive growth of the reseller community, and the breadth of vendor solutions  that they offer, has caused an overload of messaging and possibilities to an already  over‐crowded prospect universe.      So Many Solutions    1. Identify your optimal channel partner profile – Because there are costs and effort  associated with on‐boarding and maintaining a new partner, it is important that  vendors look for partners that fit the corporate model.  Per Sirius Decisions, channel  sales and marketing often push programs out to partners, re‐purposing what they can  without considering alignment.  This alignment is critical to effective channel  marketing and growth. An effective partner qualification process may evaluate  corporate culture, growth, vertical markets, solution expertise, support, etc.    2. Assign dedicated resources to manage the relationship and marketing funding ‐   Greater results are apparent when the relationship between the prime vendor and  channel is a true partnership, leveraging knowledge, materials, and solutions that both  parties can bring to the table.    3. Evaluate Performance – Ensure that channel partners maintain an agreed‐upon  performance level.  The on‐going cost of partner management demands that under‐ performing partnerships must be continually evaluated, and over‐performing ones  recognized and rewarded.  This can frequently be achieved through various partner  status designations and criteria.    4. Develop Lead Nurturing Strategies ‐ Partners traditionally focus only on low hanging  fruit, the short‐term sales opportunity, without recognizing the value of longer‐term,  ongoing cultivation.  As an entry point, prime vendors and their marketing teams or  outside firms should establish specific Lead Nurturing pilot programs to help the  partner and VAR community develop a cost‐effective framework for lead nurturing           Page 4
  • 5.    and cultivation, and continue to realize the benefits of such a marketing and sales  approach.    5. The Demand Center – Sirius Decisions has articulated the tremendous value of the  “Demand Center” as a centralized marketing operation to support both internal and  channel programs.       Aberdeen reports that 81% of leading firms provide lead generation programs and  support to their channel.  How can prime vendors provide this framework to enhance  partner effectiveness? A large part can be addressed by providing packaged  campaigns, with centralized repositories of campaign information, preferred vendors,  as well as the inclusion of:    • Consulting – Provide value‐added solutions and consulting to help partners with  designing effective marketing campaigns.    • Lists – Quality data sources are one of the most important drivers for a successful  campaign. Providing access to pre‐approved and tested sources of marketing lists  should be a key component of any offering.    • Templates – Anything that can be standardized in formatting, messaging, graphics, etc.  will create a valuable consistency among partners, help with brand recognition, and  ultimately, assist in expediting the ramp‐up time for any marketing campaign.    • Emails – Writing a concise, effective email message is an art. Providing guidance,  suggested messaging and standardized formatting will benefit the initiatives.    • Collateral – Providing a centralized repository of product and solution briefs,  marketing collateral, case studies, white papers, etc. for partner use and co‐branding  ensures consistent messaging and quality materials to support their campaigns.    • Teleservices  – Identify teleservices vendors that meet your company’s objectives,  provide experienced, qualified personnel to represent your firm, and ultimately, drive  sales opportunities into the pipeline.  This can eliminate the wide variance of quality  providers in the market, and allows for you to negotiate a reduced pricing structure  based on the preferred vendor relationship.    • Event Services  – Planning the logistics, recruitment, and presentations of an event,  whether a small executive gathering, webinar, road show, or major conference, takes  a huge amount of effort that few resellers have available internally.            Page 5
  • 6.     Identifying pre‐approved vendors to provide this as a pre‐packaged campaign will not  only reduce the potential problems that can occur with any event, but will help ensure  a more successful program.    • Call Guides – Standard baseline call guide/script templates can be made available to  channel partners to help conceptualize any calling campaign, while ensuring that the  messaging and presentation of the prime vendor’s solutions remain consistent.    • Social Media – The apparent explosion of social media channels as a marketing tool  has created an extremely cost‐effective means to not only promote companies,  products, solutions, and events, but also serves as a tremendous tool to gather  feedback from the community.  Prime vendors should look to utilize social media to  help partners in the promotion of their solutions.       As importantly, social media can provide a great vehicle for creating a shared  repository in knowledge management, for channel partners to access information,  product details, marketing collateral, and potentially campaign offerings.    6. Co‐branded events ‐ With the abundance of resellers, name recognition continues to  be a challenge.  Conducting co‐branded events has a very positive impact on drawing  attendees based on the vendor’s branding, and adds further credibility to the channel  partner.    7. Feedback Mechanisms – Open and on‐going communications between prime vendors  and their channel partners is a critical component to any successful relationship.   Traditionally, one of the greatest challenges has been the lack of feedback and  coordination on qualified opportunities between the two parties.  Too often, primes  have to chase down their partners to get status updates on active opportunities, by  which time there may be little that the prime vendor can do to assist and support the  channel partner in progressing the deal further along the sales pipeline towards a  close.        Not only would regularly scheduled status calls/meetings address this, but there are  also many CRM and SFA tools that can be used to maintain current program updates.   It is very important that primes require their channel partners to provide frequent  status updates into these systems, for the reasons addressed above, as well as to  ensure that continuous communications and marketing efforts in other areas do not  impact the developing relationships with the prospect organizations and create  conflicting messaging.        Page 6
  • 7. According to a recent Aberdeen Group report, The Extended Sales Enterprise:  Channeling Better Results, “firms enjoying Best‐in‐Class performance share several  common characteristics, including:    • 81% deploy dedicated resources responsible for managing all channel sales    • 81% provide centralized, online partner access to products, prices, promotions, etc    • 79% support their channel with sales forecasting/analytics tools    Addressing and implementing these 7 steps will help to build partner loyalty through  support, knowledge, funding and programs, while ultimately increasing the revenue  stream for both prime vendors and their channel partners.      ________________________________________________________________________    Alan Feldman is Sales and Marketing Manager at Winn Technology Group, and has  focused on the design, development and execution of direct marketing campaigns for  many of the leading technology vendors in the industry over the past eight years.  Prior  to Winn, he spent nearly 25 years as a Sr. Management Consultant in the technology,  government, retail and education markets.                                            Page 7
  • 8.     Sponsoring Organization        Winn Technology Group is a privately‐held marketing solutions company headquartered in Palm  Harbor, Florida.  Exclusively providing marketing support to the technology industry since 1990,  Winn has partnered with leading IT firms to develop B2B marketing solutions, conducting  thousands of initiatives to:    • Generate qualified leads and appointments,  • Nurture, cultivate, and qualify actionable sales opportunities,  • Develop B2B channel marketing programs and partnerships,  • Collect and analyze valuable business intelligence,  • Identify and recruit attendees for B2B events, and  • Build brand awareness and name recognition.    As the state of the technology market changes and adapts, Winn has continually been  recognized for their strong focus on Lead Nurturing and Channel Marketing programs.  For more  information, visit our website , send us an email, or call 800‐444‐5622.    We invite you to join our LinkedIn channel marketing discussion group, share your thoughts,  contribute to critical discussion, and learn from others in the industry – all with the intent of  improving processes and success in IT Channel Marketing.    Please click on the following link to join: http://linkd.in/e56Njb    Page 8