Aligning with sales and events - two of the most stressful areas of marketing. Learn from a Director of Marketing and a Director of Sales on how they work together to make sure every event drives revenue.
2. 2
Meet your hosts!
Pia Heilmann
Director of
Sales
Jenna Keegan
Director of Demand
Generation
3. Why is marketing & sales
alignment crucial at events?
Events are the most successful way to
reach C-Suite decision-makers
– Chief Nation
3
Companies with marketing & sales
alignment are 67% better at
closing deals and extract 208%
more value from marketing.
– Marketo
US Marketers spent over $100B
on events in 2015—the highest
spend category in marketing
– Demand Metric
5. Planning your event strategy? Involve sales
early & often!
• We decide which cities and markets to go to together
• Show data to backup your choices
• Deciding on accounts for account-based marketing? Don’t forget
geography!
5
BEFORE the event
7. Marketing:
7
BEFORE the event
• Plan experiences and content that
prospects will want
• Provide a list of target attendees
• Air cover invitations: email, social, ads
• Create invitation templates for sales
• Keep sales up to date on registrations
Sales:
• Identify prospects at all stages that
would benefit from face time
• Send personal invites & reminders
where relationships exist
• Set clear (and attainable!) goals
• Strategize about customers, other
prospects, or internal team members
that it may help to connect prospects
withCreate a Slack
channel for your
event!
8. Keeping your Sales Team Accountable
• Set attainable goals
• Communicate expectations and set engagement goals
• Think of it as discovery-calls:opportunities::registrations:attendees
• Get buy-in with contests!
• Metrics to measure on: registrations, attendance, engagement at events, etc.
• Strategize, strategize, strategize.
• What is holding a prospect back from progressing?
8
BEFORE the event
9. Now that you’ve driven registrations
together, how do you maximize the face-to-
face time?
Engagement Mapping!
BEFORE the event
10. Pre-event Engagement Mapping
• Meet with sales, marketing and any other internal attendees
• Assign engagement owners to registrants
Need to get sales excited about engagement mapping?
Share the Revenue Potential (the opportunity value of all event
registrants)!
BEFORE the event
11. DURING the event
• Focus on accounts with greatest potential
impact
• Avoid congregating with your team
• Discuss bump and exit strategies
• Keep the sales team accountable for
engagement & note taking
12. • Fast data turnaround into CRM and marketing automation
• Conversation notes into CRM
• Create an event SLA so there are clear and consistent
expectations around follow-up from marketing and sales
AFTER the event
13. AFTER the event
Revenue Potential
Influenced Opportunities
Sourced Opportunities
Revenue In The Room
ROI
What do we measure?
15. Takeaways
• Plan your events WITH sales, not FOR sales
• Clearly communicate goals and expectations
• Use engagement mapping to optimize face-to-face time
• Incentivize on-site team to record conversation notes
• Create SLA for timely and relevant follow-up
• Measure everything! Great results drive alignment!
Events are too big and expensive to fail. As a marketer, you can do so much to create an excellent event. Where we see people struggle the most is aligning with sales, which is a huge problem because without sales, you won’t be able to show ROI on your events. But, we all know sales and marketing alignment is important. If you didn’t, you wouldn’t be listening right now! So, enough of that, we’re going to walk you through how we actually DO this together and the results we’ve seen!
When we first started planning our events, it made sense to start in our own backyard. Then we looked where we had the greatest potential pipeline. It’s also important to look at where you customer base is – who better to sell your product in a nonthreatening way? And we’re all buzzing about account-based marketing, but when you’re selecting accounts don’t neglect geography. If you’re working on a set of accounts in a certain area, it makes a lot of sense to choose that city to host an event.
Now, this is a simplification of what goes into planning an event and driving registration, so let’s dive in a little deeper.
Pis: goes deeper than just this. Not just choosing the venue, arranging content that’s interesting to the prospects I’m trying to engage in the pipeline.
Jenna does first bullet, Pia second
Immediately after a convo you’ll remember half of what you’ve said. 8 hours later, you’ll only remember ½ of that!
Equate this to a demo request – a conversation with a prospect that has a clear next step is just as valuable as someone with a demo request. Why would you treat them differently?
Not only do results like this speak for themselves…the reason we can actually measure all of this is because our alignment allows us to