Act-on Presentation at B2B Rising BMA event.

1. www.act-on.com | @ActOnSoftware
Act-On
David Fowler, Chief Privacy and
Deliverability Officer of Act-On and
Chris Kiersch, Principal of My
Business Integrated LLC

2. www.act-on.com | @ActOnSoftware
myBusinessIntegrated & Act-On:
A Love Story.

3. www.act-on.com | @ActOnSoftware
Your Presenters
CHRIS KIERSCH
Chief Performance
Officer
DAVID FOWLER
Chief Privacy &
Deliverability Officer

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All About Us…
 David Fowler - Chief Privacy & Deliverability Officer
 Over 20 years of experience in the marketing industry including the last ten strictly
focused on the complex issues associated with email marketing, deliverability and
privacy compliance.
 A seasoned speaker and email deliverability consultant with national and international
engagements. David held US and European based Senior Management positions focused
on Deliverability, Email Privacy, Sales, Marketing, Business Development and Product
Management.
 Chris Kiersch - Chief Performance Officer
 Chris “The Performance Guy” is a serial entrepreneur and an Internet Marketing
specialist with over 23 years of technology marketing and sales experience. Chris started
his first company in 1991 and by 1996 his company, Image Soup, Inc., was #1 in the St.
Louis FAST 50, with a 5-year growth rate of 4082%.
 Since then he has built and sold two Internet Marketing companies, and in 2008 he
launched MyBusinessIntegrated LLC, and is a premiere Act-On Software Partner, when
you work with Chris, it’s all about the “art of your implementation”.

5. www.act-on.com | @ActOnSoftware
In 2013…….

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Your Customers Are Already…
MULTI-
CHANNEL
PERSONALIZATION &
CONTEXTUALIZATION
REAL-TIME
RESPONSIVENESS
VALUING RELEVANCE THROUGH EXPECTING

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Marketers have their hands full!
BIG DATA
EMAIL
SCORING
CLOUD
WEB-TRACKING

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The New Approach…
Recognizing a customers
digital body language
Following their footprints
Anticipating their
next move or want
UNCOVERING
OPPORTUNITY

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Nimble Marketing is Essential
VS
Flexible plans Static annual plan
VS One Blitz Approach
Consistent Messaging
via multiple channels
VS
Collaboration and
Info Sharing
among all departments
Silos and Hierarchy
to gain from all data assets and all
involved minds
Constant Analytics
to test and refine tactics
Remixing social media continuously
because buyers and market are always changing

10. www.act-on.com | @ActOnSoftware
Yet, It’s Not So Easy…
78% of Fortune 1000 CMO’s say the #1 challenge Marketers
face is technology eats too many resources
―CMO Magazine
81% of Senior Marketing Directors feel Digital Marketing
solutions take too long to implement
―AdWeek
73% of consumers feel brands target “quick sales” vs
building a longer-term relationship with them
― Mashable

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Marketing Trends
Long deployment timeframes
High TCO
Complex User Experience
Technology-focused offerings
(not solution-focused)
Marketers are
Pushing Back
On
$
?

12. www.act-on.com | @ActOnSoftware
Digital Marketing Automation
All-in-One marketing platform
Marketing is moving in an
entirely new direction
Simple to Use . Cloud-based . No IT
Goes to work FASTER
Does more and can coordinate and integrate
ALL marketing activities
Costs LESS

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B2B
Sales / CRM
• Customer Acquisition
• Lead Gen & Development
• Lead Scoring
B2C
Multi-Channel Focused
• Retention
• Promotion
• Loyalty
• Branding
Email
Lead Mgmt
Email
Lead Mgmt
Web Tracking
Email
Lead Mgmt
Web Tracking
Webinar/Events
Social
Email
Lead Mgmt
Web Tracking
Webinar/Events
Social
Mobile
Email
Lead Mgmt
Web Tracking
Webinar/Events
Social
Mobile
Inbound
2006 2012
Digital Multi-Channel Marketing
Evolution of Marketing
Automation
Reporting & Analytics

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So with these issues in mind…

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Introducing myBusinessIntegrated
myBusinessIntegrated is a services-focused
software integration company. They provide
industry leading software we also provide the
backup services to ensure client success.
myBusinessIntegrated uses Act-On Software to
manage high-growth marketing campaigns for:
Specializing in on-demand private jet charter flights for long-term, repeat clients
who wish to enjoy a safe and hassle-free air charter experience.

16. www.act-on.com | @ActOnSoftware
Stratos BEFORE Act-On
• A handful of Qualified WebLeads from PPC (2007)
• By 2011 Needed a Solution to Process High Volume of Leads
Generated by Our SEO Efforts Over the Last 6 Years
• Minimal Outbound Messaging
• No Client/Prospect Re-engagement Campaigns
• Website Built On a Custom App By One Developer Minimal
Documentation
• Difficult to Manage Sales Team & Adverse to Change
• Accounting and Order Processing completely Manual Could
Not Scale the Business

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Challenges
• Management of multiple vendors for email,
landing pages, analytics, content and forms
• Antiquated lead management manual process
• Minimal accountability
• Poor lead follow up due to cherry picking of
leads by sales
• Inefficiencies around time spent following up on
low-interest leads
• Constantly “reacting” making legacy technology
“fixes” budgets difficult to manage a complex,
and time consuming transaction process

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Act-On, the Foundation
• Initially tried to piece together multiple
pieces…
• Act-On was implemented to consolidate
vendors, enhance visibility and streamline
marketing-to-sales handoff
• Salesforce Integration
• Web Visitor Tracking
• Forms Management
• Lead Scoring
• Landing Page Management
• WebEx Integration
• Automated Campaigns

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Implementation
• Most of the time spent making sense of old
proprietary system and doing clean up of data
• Once I was ready for Act-On
• Speed/Timing (Laying Down Tracks While the Train
Was Coming)
• Integrations/Data Migration, Defining Lead
Distribution and Assignments
• Support (The Best I have Ever Experienced!)

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CityPairs
Email
Updating
Contact
Info
Empty Leg
Email Campaigns
Social
Publishing
Newsletter
Salesforce
Sync
Updating
Contact
Preference
s
Updating
Contact
Informatio
n
Contact List
Building
25000 Leads ThisYear!
Approx. 15% Are Qualified Buyer’s
Flighttracker
Integration
Flight
Request
Lead Capture

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Where it all begins…

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List Segments

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CRM Integration

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Actionable Visibility

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Status Reporting

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Automated Campaigns

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Trigger Campaigns

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Specific Campaign

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Targeted Messaging

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Graphical Reporting

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Account-Level Activity History

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List building Campaign

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Social Publishing

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Stratos After Act-On
• Flight Request Submissions to Support 6 Account Reps and 200
Call Tracking Numbers, With Lead Assignment & Automated
Notifications
• Segmented Messaging to Client’s & Prospects Coming From the
Contact Owners
• Campaigns That Develop Customer Preferences, Personal, Timely &
Relevent Messaging
• Accounting is Native in SFDC Significant Savings of Time & Money
With Order Processing
• Process & Solutions Allow Us to Recruit More Seasoned Sales Team
Members
• Rapid Deployment of Strategic Marketing Ideas
• Implementation of Our Social Media Playbook A new Source of
Leads and Brand Building with Act-On

36. www.act-on.com | @ActOnSoftware
Take Off with Act-On

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Introducing Act-On
Multi-channel
marketing automation platform
The new foundation
for marketing
Works for organizations
of all kinds and sizes

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Before…

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After…the Act-On Solution
Contact & Behavior Data Marketing Programs
Integrated Online Marketing Suite
Customers
Email
Nurturing
Landing
Pages
Web
Forms
Social
Publish
Segmentatio
n
Webinars Reporting
Lead
Scoring
Activity
Scoring
Social
Prospect
Marketing
DB
Transactional
DB
Purchased
Lists
CRM
Partner
Lists
Branding
Acquisition
Retention
Promotion
Loyalty

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Act-On Point-of-View
Driving Revenue Up
Driving TCO Down
SIMPLICITY
FASTEST TIME TO VALUE
POWER TO SCALE

41. www.act-on.com | @ActOnSoftware
Arming Your Team for Success
IMPLEMENT TRAINING SUPPORT
Dedicated Success Manager
Structured Timeline
Implementation Worksheet
1:1, Group and On Demand
Extensive Documentation
Getting Started
Messages
Forms
Landing Pages
CRM / Lists
Automated Programs
Webinar Integration
Live by Phone
Email
Public Training Classes
1:1 Best Practices
Self Service
Knowledge Base
Act-On University
Average Implementation Less Than a month

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Who Backs Act-On

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Act-On Execution
REVENUE
GROWTH
EMPLOYEES RECOGNITION
TOP 100
FIRST QUARTER
2013
UP 247%
FIRST QUARTER
2013
NUMBER OF
EMPLOYEES
DOUBLED
“AMERICA’S
MOST
PROMISING
COMPANIES”

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The Act-On Community

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Thanks and let the love flow…

46. www.act-on.com | @ActOnSoftware
And…just because I like you…
myBusinessIntegrated (Chris) will provide 1 hour
of consult to anyone that attends an Act-On
Webinar in the next 30 days.
http://www.act-
on.com/resources/events/webinars-demo
We Won’t Find the Time,
Unless You Make the Time.

47. www.act-on.com | @ActOnSoftware