Case study looking at how a business to business organisation used digital marketing to double the number of inbound leads generated year on year.
This case study walks through the process, looking at initial questions such as 'what is a lead?', how to set targets for digital marketing activities, creating personas for the target audience. There are also some tips regarding content creation, how to distribute and share content online and how to convert those interested prospects into leads.
B2B Case Study | Digital Marketing Lead Generation Campaign
1. Chloë Garrett-Dyke
April 2015 @EMP_Brighton
@WestControlSolu
A Case Study
How a B2B Company
Doubled Lead
Generation Year on Year
2. @EMP_Brighton @WestControlSolu
Intro
•How do you define a lead?
•Target setting for lead generation
•Audience profiles
•Content creation
•Content distribution
•Generating leads
•Tracking results
3. @EMP_Brighton @WestControlSolu
About me
•10+ years working in-house in
B2B marketing
•3+ years Head of Marketing at
West Control Solutions
•Founder of Effective Marketing
& PR Ltd
4. @EMP_Brighton @WestControlSolu
About West Control Solutions
•Industrial manufacturer
•Targeting machine builders (OEMs)
•Global customer base
•Headquartered in Brighton, UK
•£30m turnover
•Part of Danaher ($20B)
6. @EMP_Brighton @WestControlSolu
What is a lead?
• Workshop with key stakeholders
• Create the Universal Lead Definition (ULD)
• Document and share the ULD
Known? Prospect Raw Qualified Nurturing Disqualified
Name
Company
Job Title
Email Address
Either
Telephone Number
Demonstrated interest
Temperature Control Need Identified
X Either
Budget Identified
7. @EMP_Brighton @WestControlSolu
What is a lead?
• Workshop with key stakeholders
• Create the Universal Lead Definition (ULD)
• Document and share the ULD
Known? Prospect Raw Qualified Nurturing Disqualified
Name
Company
Job Title
Email Address
Either
Telephone Number
Demonstrated interest
Temperature Control Need Identified
X Either
Budget Identified
Tip 1 Create a Universal Lead
Definition (ULD) that
Marketing & Sales align on
8. @EMP_Brighton @WestControlSolu
Who owns the lead?
Budget Authority Need Time Owner
L0 Prospect Lead ● ● ● ● Marketing
L1 Raw Lead ● ● ● ● Inside Sales
L2 Qualified Lead ● ● ● ● Sales
L3 Nurturing Lead ● ●● ● ● Marketing
L4 Disqualified Lead ● ●● ● ●● Inside Sales
9. @EMP_Brighton @WestControlSolu
Who owns the lead?
Budget Authority Need Time Owner
L0 Prospect Lead ● ● ● ● Marketing
L1 Raw Lead ● ● ● ● Inside Sales
L2 Qualified Lead ● ● ● ● Sales
L3 Nurturing Lead ● ●● ● ● Marketing
L4 Disqualified Lead ● ●● ● ●● Inside Sales
Tip 2 Set clear guidelines
between sales and marketing
on lead ownership
10. @EMP_Brighton @WestControlSolu
Set targets
Target Revenue (£ Wins)
Average Order Value (£) # of Wins
Opportunity to Win
Conversion Rate (%)
# of Opportunities
Raw lead to Opportunity
Conversion Rate (%)
# of Raw Leads
11. @EMP_Brighton @WestControlSolu
Set targets
Target Revenue (£ Wins)
Average Order Value (£) # of Wins
Opportunity to Win
Conversion Rate (%)
# of Opportunities
Raw lead to Opportunity
Conversion Rate (%)
# of Raw Leads
Tip 3 Calculate targets based
on conversion rates and ave.
opp. value
12. @EMP_Brighton @WestControlSolu
Understand & profile the audience
Reliability
Functionality
Aesthetics
Accuracy
Language
Job Function Country
Industry
Ease-of-Use
Technical
Expertise
Application
DEMOGRAPHICS
CUSTOMER’S NEEDS
13. @EMP_Brighton @WestControlSolu
Understand & profile the audience
Reliability
Functionality
Aesthetics
Accuracy
Language
Job Function Country
Industry
Ease-of-Use
Technical
Expertise
Application
DEMOGRAPHICS
CUSTOMER’S NEEDS
Tip 4 Use relevant criteria to
create personas for each type of
target customer
14. @EMP_Brighton @WestControlSolu
What content do prospects use?
Profile 1
US / Purchasing
Profile 2
US / Design Engineer
Profile 3
US / Process Engineer
Application notes
Brochures
Case studies
Industry commentary
Industry news
Pricing
Technical specifications
Thought leadership
Videos ‘Best practise’
Videos ‘How-to’
Whitepapers
15. @EMP_Brighton @WestControlSolu
What content do prospects use?
Profile 1
US / Purchasing
Profile 2
US / Design Engineer
Profile 3
US / Process Engineer
Application notes
Brochures
Case studies
Industry commentary
Industry news
Pricing
Technical specifications
Thought leadership
Videos ‘Best practise’
Videos ‘How-to’
Whitepapers
Tip 5 Map out the types of
information used by each
target persona
16. @EMP_Brighton @WestControlSolu
Ideas for content topics
Brainstorming
•Mix of customer facing staff (sales,
technical support, customer service,
existing customers)
•What are the FAQs
•What are customers interested in?
•What are the perceived risks or barriers to
buying the product?
17. @EMP_Brighton @WestControlSolu
Ideas for content topics
Brainstorming
•Mix of customer facing staff (sales,
technical support, customer service,
existing customers)
•What are the FAQs
•What are customers interested in?
•What are the perceived risks or barriers to
buying the product?
Tip 6 Group content topics
into themes to develop the
story and increase impact
18. @EMP_Brighton @WestControlSolu
Content creation – map shortcuts
Brochures
Technical
Specifications
Press
Releases
Product
Presentations
Tip 7 Use and
repurpose
existing
materials for
quick wins
MARKETING
20. @EMP_Brighton @WestControlSolu
Tip 7 Interview
specialists in the
business. Write
this up and
provide as 1st
draft of content.
Content creation – map shortcuts
Feature
Articles
Whitepapers
‘How to’
Videos
‘Best Practice’
Videos
Technical
21. @EMP_Brighton @WestControlSolu
Tip 7 Interview
specialists in the
business. Write
this up and
provide as 1st
draft of content.
Content creation – map shortcuts
Feature
Articles
Whitepapers
‘How to’
Videos
‘Best Practice’
Videos
Technical
Tip 11 Always distribute
content internally first.
26. @EMP_Brighton @WestControlSolu
Tracking Results
•Record all leads in CRM
•Set up goals in Google Analytics
•Use automated reports and
dashboards
•Share results
Tip 13 Use dashboards and
automated reporting
wherever possible so you
know your numbers!
Others giving expert advice on optimising for search engines
Focusing on how companies in B2B actually convert that traffic from digital content into leads
Manufacturer of industrial temperature control products
Sell to original equipment manufacturers (OEMs) in scientific and industrial markets
Use products as the temperature control component in their machines
Global customer base, but with particular focus on EU and NA
First Q – how do you define a lead?
Wanted to ensure everyone in agreement with what constitutes a lead
Workshop with Marketing, Sales and IT
Sales and Marketing had different opinions on criteria of a lead
Decided to create definitions for each stage of lead during its life cycle
First Q – how do you define a lead?
Wanted to ensure everyone in agreement with what constitutes a lead
Workshop with Marketing, Sales and IT
Sales and Marketing had different opinions on criteria of a lead
Decided to create definitions for each stage of lead during its life cycle
Other part of the workshop – assign ownership
Depending on stage in the sales cycle leads pass from Marketing -> Inside Sales -> Field Sales
Nurturing leads being reassigned to Marketing
Other part of the workshop – assign ownership
Depending on stage in the sales cycle leads pass from Marketing -> Inside Sales -> Field Sales
Nurturing leads being reassigned to Marketing
Set targets to track and monitor performance
WCS – target driven
KPIs like other Dept.
Starting point – Total £ target
Use Ave. order £ and Conv. Rates
Calculate # of Opps & # Raw Leads for funnel
Historical CRM data
If data not available – use sales leaders
Set targets to track and monitor performance
WCS – target driven
KPIs like other Dept.
Starting point – Total £ target
Use Ave. order £ and Conv. Rates
Calculate # of Opps & # Raw Leads for funnel
Historical CRM data
If data not available – use sales leaders
Think more about target audience
break these out into profiles
Used demographics
country/language
Industry e.g. plastics and rubber processing or laboratory & testing equipment
Job function – purchasing & engineers
Also about customer requirements e.g.
Product reliability
Some applications use controllers several hours a day, others run 24/7 for years
Think more about target audience
break these out into profiles
Used demographics
country/language
Industry e.g. plastics and rubber processing or laboratory & testing equipment
Job function – purchasing & engineers
Also about customer requirements e.g.
Product reliability
Some applications use controllers several hours a day, others run 24/7 for years
List of Content types
Profiles – Map - Content types of interest
Purchasing use technical specifications and price lists
Design engineers interested in industry news and developments, whitepapers and case studies
List of Content types
Profiles – Map - Content types of interest
Purchasing use technical specifications and price lists
Design engineers interested in industry news and developments, whitepapers and case studies
Another brainstorming session
NOT just a marketing
Invite multiple functions
Particularly customer facing staff
Tech support and customer service know FAQs
Account Managers understand types of industry news that’s of interest
& any barriers or perceived risks that they typically come up against during the sales cycle that content assets could address
Another brainstorming session
NOT just a marketing
Invite multiple functions
Particularly customer facing staff
Tech support and customer service know FAQs
Account Managers understand types of industry news that’s of interest
& any barriers or perceived risks that they typically come up against during the sales cycle that content assets could address
SEO – not going to talk about keyword research and incorporating that into content as other sessions will go into proper detail on that. Focus on quick wins and tactics that were useful to get content created in timely manner.
First step – quick wins.
Historical content still relevant just needed a refresh
Case studies, reassure the customer and increase buy in by providing info on:
Benefit to customer to do a case study
Where the case study will be used
What the process will be
The approval process
Always offer to liaise directly with customer (and de-briefing account manager)
Technical content:
Interview colleague(s) on subject matter
write up notes
Provide as a 1st draft to review and edit
Much easier than putting a blank piece of paper in front of a colleague and asking for a 1,000 word technical article
KNOW LIMITS
Case studies, reassure the customer and increase buy in by providing info on:
Benefit to customer to do a case study
Where the case study will be used
What the process will be
The approval process
Always offer to liaise directly with customer (and de-briefing account manager)
Technical content:
Interview colleague(s) on subject matter
write up notes
Provide as a 1st draft to review and edit
Much easier than putting a blank piece of paper in front of a colleague and asking for a 1,000 word technical article
Technical content:
Interview colleague(s) on subject matter
write up notes
Provide as a 1st draft to review and edit
Much easier than putting a blank piece of paper in front of a colleague and asking for a 1,000 word technical article
Hosted on own website
Email campaigns to validated databases of target customers
Repurpose content into videos – YouTube
Powerpoint presentations for slideshare
Called out interesting facts for sharing on social – FB, Twitter & LinkedIn
Use trade websites & industry directories – online exhibitions
Target customers regularly visit these sites for info
Content used in campaigns such as whitepaper downloads
Sites provide us with leads from users that sign in to download content
What about convert traffic from website, email and social into leads?
Used campaign specific landing pages with lead capture forms
Use consistent messaging in the heading and copy
Include a clear call-to-action
Tell the user what will happen after they submit their details
Only ask for essential information
Show which fields are mandatory
Use a relevant “action” button
Used campaign specific landing pages with lead capture forms
Use consistent messaging in the heading and copy
Include a clear call-to-action
Tell the user what will happen after they submit their details
Only ask for essential information
Show which fields are mandatory
Use a relevant “action” button
Capture everything
Don’t spend hours or even days monitoring and reporting on data
Set up dashboards and use automated emails wherever possible
I have email report at 8am every morning tells me MTD and YTD results for leads/opportunties and wins
Share results – time for marketing to shine
If content hasn’t got results expected, helps get input from other parts of business
Capture everything
Don’t spend hours or even days monitoring and reporting on data
Set up dashboards and use automated emails wherever possible
I have email report at 8am every morning tells me MTD and YTD results for leads/opportunties and wins
Share results – time for marketing to shine
If content hasn’t got results expected, helps get input from other parts of business
2012 – getting started
2013 – improving quality of content and experimenting with new channels to share it
2014 – fine-tuning the channels and improving landing page conversion rates
Thank you
Hope you’ve found at least 1 or 2 tips to try out