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EXPERT ABM
#ExpertABM
Jay Tuel, Sr. Dr. of Sales Development, Demandbase
Jessica Fewless, Sr. Dr. of Field & Partner Marketing, Demandbase
BRINGING SALES & MARKETING TOGETHER
TODAY’S PRESENTERS
JAY TUEL
Sr. Dr. of Sales Development
Demandbase
@JayTuel
JESSICA FEWLESS
Sr. Dr. of Field and Partner Marketing
Demandbase
@JFewlessB2B
AGENDA
#ExpertABM
§ Before Jay
§ Jessica and Jay meet
§ Jay gets to work
§ Jay and Jessica Create the Plan
§ Time to Celebrate!
§ Q&A
#ExpertABM
BEFORE JAY
AKA BEFORE ABM
© 2017 DEMANDBASE|SLIDE 5
UNFOCUSED
STRATEGY
§ We had FOMO
§ The SDR team focused on Inbound
§ Sales felt Marketing wasn’t invested
in their success (and they weren’t wrong)
#ExpertABM
JESSICA AND JAY MEET…
© 2017 DEMANDBASE|SLIDE 7
THE INTERVIEW
#ExpertABM
JAY GETS TO WORK
IMPLEMENTING ACCOUNT-BASED
SALES DEVELOPMENT
© 2017 DEMANDBASE|SLIDE 9
SPECIALIZE SDR TEAM
§ Separate Inbound & Outbound Function
§ Split SDRs up into focus areas and
compensate accordingly
§ Align AE:SDR ratio to be 2:1
§ Assign Key Field Marketing Territories evenly
© 2017 DEMANDBASE|SLIDE 10
PROCESS OVERVIEW
It’s always collaborative!
Secure
Agreement
from leadership
Verify & Iterate
with sales
Update
at regular
intervals
Build
an initial list
4321 5
Reps
select their top
accounts
© 2017 DEMANDBASE|SLIDE 11
DAILY ACTIVITIES
Social Selling
Personalized
Emails
Calls/Connects Voicemails
60
Activities
1. Website Activity Report
2. Personalized prospect or company
news
3. Rank Marketing Campaigns and
Review Inquiries
4. Check email tracking reports
5. Check Spiderbook
6. Reach out to AE Top 20
7. Closed/Lost Deals
8. Former Customers at New Companies
9. Competitors of Customers
© 2017 DEMANDBASE|SLIDE 12
ACCOUNT
SELECTION
RESEARCH
FIND BUYING
COMMITTEE / ORG CHARTS
GET CONTACT
INFO
CREATE
MESSAGING
FREE TOOLS – FINDING EMAILS
ACCOUNT INFO, TECH STACK,
WEB TRAFFIC
DEVELOP A SALES TECH STACK
EMAIL LIBRARY &
TRACKING
ENGAGEMENT TRACKING
© 2017 DEMANDBASE|SLIDE 13
AND NOW IT WAS TIME TO GET TO WORK…
#ExpertABM
JAY AND JESSICA CREATE THE
SALES AND MARKETING PLAN
© 2017 DEMANDBASE|SLIDE 15
CAMPAIGN STRATEGY
1. Ideation
2. Prioritization and Selection
3. Messaging
4. Execution
5. Sales Enablement
6. Goals & Reporting
© 2017 DEMANDBASE|SLIDE 16
SALES ENABLEMENT
© 2017 DEMANDBASE|SLIDE 17
ACCOUNT-BASED REPORTING
Mary
Bob
Sue
Don
Paul
Anne
John
Nathan
Kim
Marie
Mike
Ryan
Emily
Kate
Laura
Kristen
Caitlin
Anthony
Tristan
Mia
Jane
Kevin
Peter
Kyle
1,250,000
180,000
© 2017 DEMANDBASE|SLIDE 18
MEET REGULARLY
MON TUE WED THU FRI
30 31 1 2 3
6 7 8 9 10
SDR Team
Meeting - Q1
DM Campaign -
Rory
SDR &
Marketing
Leadership
Meeting
Funnel Working
Group
13 14 15 16 17
SDR &
Marketing
Leadership
Meeting
Monthly
SDR/Marketing
Meeting
Funnel Working
Group
20 21 22 23 24
SDR Team
Meeting - Field
Events -
Jessica
SDR &
Marketing
Leadership
Meeting
Funnel Working
Group
SDR &
Marketing
Leadership
Meeting
Funnel Working
Group
#ExpertABM
NOW IT’S TIME TO CELEBRATE!
ABM + ACCOUNT-BASED SALES DEVELOPMENT WORKS!
© 2017 DEMANDBASE|SLIDE 20
ABM WORKS
Metrics 2014 2015 2016
SAL Count 1,268 1,671 3,061
Pipeline Count 677 927 1,816
SAL-Pipe Conversion 53% 55% 59%
Closed/Won 176 202 485
Close Rate 26% 22% 27%
ACV $52,140 $63,056 $70,881
Funnel Velocity
(days MQL-Close) 78 85 79
© 2017 DEMANDBASE|SLIDE 21
SDR TEAM PERFORMANCE
The quarterly pipe output of each SDR
has tripled since the beginning of 2015
8.9 9.4
7.9
17.3
19.7
28.0
26.2
27.2
0.0
5.0
10.0
15.0
20.0
25.0
30.0
Q115 Q215 Q315 Q415 Q116 Q216 Q316 Q416*
AveragePipeCountperSDR
BY THE NUMBERS
Inbound Reps: 2
Outbound Reps: 11
Pipe/Quarter/Rep: 24
Inbound: handle all inbound
from non-DB3k accounts
Outbound: handle inbound
& outbound efforts for DB3k
© 2016 DEMANDBASE / SLIDE 22
MARKETING EFFICIENCY
2013 2014 2015 2016*
0%
20%
40%
60%
80%
100%
PIPELINE GENERATED COST PER OPP
* CALCULATED FOR FIRST HALF OF YEAR
Baseline
+50%
+150%
+250%
© 2017 DEMANDBASE|SLIDE 23
DEMANDBASE FUNNEL METRICS- DB3K vs NON DB3K
57%
19%
97%
61%
37%
ñ7%
ñ99%
MQL SAL PIPELINE CLOSE
© 2017 DEMANDBASE|SLIDE 24
DEMANDBASE BUSINESS METRICS- DB3K vs NON DB3K
Sales Team Close Rate ACV Funnel Velocity
Enterprise +174% +45% +10%
Mid Market +110% +35% +48%
Advertising +131% +1% +8%
© 2017 DEMANDBASE|SLIDE 25
Q&A
© 2017 DEMANDBASE|SLIDE 26
THE ABM EVENT
OF THE YEAR!
April 5-6, 2017
Pier 27, San Francisco
JOIN US FOR
MarketingInnovationSummit.com
THANK YOU
#ExpertABM

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Expert ABM: Bringing Sales and Marketing Together

  • 1. EXPERT ABM #ExpertABM Jay Tuel, Sr. Dr. of Sales Development, Demandbase Jessica Fewless, Sr. Dr. of Field & Partner Marketing, Demandbase BRINGING SALES & MARKETING TOGETHER
  • 2. TODAY’S PRESENTERS JAY TUEL Sr. Dr. of Sales Development Demandbase @JayTuel JESSICA FEWLESS Sr. Dr. of Field and Partner Marketing Demandbase @JFewlessB2B
  • 3. AGENDA #ExpertABM § Before Jay § Jessica and Jay meet § Jay gets to work § Jay and Jessica Create the Plan § Time to Celebrate! § Q&A
  • 5. © 2017 DEMANDBASE|SLIDE 5 UNFOCUSED STRATEGY § We had FOMO § The SDR team focused on Inbound § Sales felt Marketing wasn’t invested in their success (and they weren’t wrong)
  • 7. © 2017 DEMANDBASE|SLIDE 7 THE INTERVIEW
  • 8. #ExpertABM JAY GETS TO WORK IMPLEMENTING ACCOUNT-BASED SALES DEVELOPMENT
  • 9. © 2017 DEMANDBASE|SLIDE 9 SPECIALIZE SDR TEAM § Separate Inbound & Outbound Function § Split SDRs up into focus areas and compensate accordingly § Align AE:SDR ratio to be 2:1 § Assign Key Field Marketing Territories evenly
  • 10. © 2017 DEMANDBASE|SLIDE 10 PROCESS OVERVIEW It’s always collaborative! Secure Agreement from leadership Verify & Iterate with sales Update at regular intervals Build an initial list 4321 5 Reps select their top accounts
  • 11. © 2017 DEMANDBASE|SLIDE 11 DAILY ACTIVITIES Social Selling Personalized Emails Calls/Connects Voicemails 60 Activities 1. Website Activity Report 2. Personalized prospect or company news 3. Rank Marketing Campaigns and Review Inquiries 4. Check email tracking reports 5. Check Spiderbook 6. Reach out to AE Top 20 7. Closed/Lost Deals 8. Former Customers at New Companies 9. Competitors of Customers
  • 12. © 2017 DEMANDBASE|SLIDE 12 ACCOUNT SELECTION RESEARCH FIND BUYING COMMITTEE / ORG CHARTS GET CONTACT INFO CREATE MESSAGING FREE TOOLS – FINDING EMAILS ACCOUNT INFO, TECH STACK, WEB TRAFFIC DEVELOP A SALES TECH STACK EMAIL LIBRARY & TRACKING ENGAGEMENT TRACKING
  • 13. © 2017 DEMANDBASE|SLIDE 13 AND NOW IT WAS TIME TO GET TO WORK…
  • 14. #ExpertABM JAY AND JESSICA CREATE THE SALES AND MARKETING PLAN
  • 15. © 2017 DEMANDBASE|SLIDE 15 CAMPAIGN STRATEGY 1. Ideation 2. Prioritization and Selection 3. Messaging 4. Execution 5. Sales Enablement 6. Goals & Reporting
  • 16. © 2017 DEMANDBASE|SLIDE 16 SALES ENABLEMENT
  • 17. © 2017 DEMANDBASE|SLIDE 17 ACCOUNT-BASED REPORTING Mary Bob Sue Don Paul Anne John Nathan Kim Marie Mike Ryan Emily Kate Laura Kristen Caitlin Anthony Tristan Mia Jane Kevin Peter Kyle 1,250,000 180,000
  • 18. © 2017 DEMANDBASE|SLIDE 18 MEET REGULARLY MON TUE WED THU FRI 30 31 1 2 3 6 7 8 9 10 SDR Team Meeting - Q1 DM Campaign - Rory SDR & Marketing Leadership Meeting Funnel Working Group 13 14 15 16 17 SDR & Marketing Leadership Meeting Monthly SDR/Marketing Meeting Funnel Working Group 20 21 22 23 24 SDR Team Meeting - Field Events - Jessica SDR & Marketing Leadership Meeting Funnel Working Group SDR & Marketing Leadership Meeting Funnel Working Group
  • 19. #ExpertABM NOW IT’S TIME TO CELEBRATE! ABM + ACCOUNT-BASED SALES DEVELOPMENT WORKS!
  • 20. © 2017 DEMANDBASE|SLIDE 20 ABM WORKS Metrics 2014 2015 2016 SAL Count 1,268 1,671 3,061 Pipeline Count 677 927 1,816 SAL-Pipe Conversion 53% 55% 59% Closed/Won 176 202 485 Close Rate 26% 22% 27% ACV $52,140 $63,056 $70,881 Funnel Velocity (days MQL-Close) 78 85 79
  • 21. © 2017 DEMANDBASE|SLIDE 21 SDR TEAM PERFORMANCE The quarterly pipe output of each SDR has tripled since the beginning of 2015 8.9 9.4 7.9 17.3 19.7 28.0 26.2 27.2 0.0 5.0 10.0 15.0 20.0 25.0 30.0 Q115 Q215 Q315 Q415 Q116 Q216 Q316 Q416* AveragePipeCountperSDR BY THE NUMBERS Inbound Reps: 2 Outbound Reps: 11 Pipe/Quarter/Rep: 24 Inbound: handle all inbound from non-DB3k accounts Outbound: handle inbound & outbound efforts for DB3k
  • 22. © 2016 DEMANDBASE / SLIDE 22 MARKETING EFFICIENCY 2013 2014 2015 2016* 0% 20% 40% 60% 80% 100% PIPELINE GENERATED COST PER OPP * CALCULATED FOR FIRST HALF OF YEAR Baseline +50% +150% +250%
  • 23. © 2017 DEMANDBASE|SLIDE 23 DEMANDBASE FUNNEL METRICS- DB3K vs NON DB3K 57% 19% 97% 61% 37% ñ7% ñ99% MQL SAL PIPELINE CLOSE
  • 24. © 2017 DEMANDBASE|SLIDE 24 DEMANDBASE BUSINESS METRICS- DB3K vs NON DB3K Sales Team Close Rate ACV Funnel Velocity Enterprise +174% +45% +10% Mid Market +110% +35% +48% Advertising +131% +1% +8%
  • 26. © 2017 DEMANDBASE|SLIDE 26 THE ABM EVENT OF THE YEAR! April 5-6, 2017 Pier 27, San Francisco JOIN US FOR MarketingInnovationSummit.com