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Advanced Persona-Based
Marketing
How to use persona marketing to connect to your customers
Your lecturer for today’s class
Bogdan Zlatkov
Content Marketing Manager
Justin Keller
VP of Marketing
Today’s Agenda
3 Choosing content for them
1 Why do Persona Marketing?
2 Defining your personas
4 Delivering that content
5 Q&A
Why do Persona Marketing?
“” Do you understand the
people who make up your
target accounts?
“” 57% of sales and marketing
executives struggle to
understand their audience.
B2B Difference
The average B2B deal requires 6.8 people to sign off
before a deal is made.
- Corporate
Executive Board (CEB)
Companies Don’t Buy: People Do
People
Of
Committees
Of the
Influence
Of Sales and
Marketing
97% of B2B buyers say their
decision is made before the
buying committee is even
formed.
Buyers (especially champions) are using content
and peers to justify emotions
66% of Champions cite
content and expertise as
their primary consideration
when buying.
*via B2B Marketing
B2B Difference
Need to reach the Decision Maker in
addition to the Influencers.
How to create different personas
Naming the decision makers, influencers, and approvers
Typical Persona Choices
Influencer
Purchaser
Decision MakerB2B
COMPANY
Learn More
Upgrade Now
Start free trial
See how fast we
can deploy.
30% cost savings over
leading competitors.
Seamless integration
with your existing tools.
Example - Head of Marketing
Persona Head of Marketing
Needs Aggregate view of marketing campaigns and influence on sales
Pains Disparate tech silos, difficulty in reporting on marketing ROI
Conflicts With CFO, over validating budget
With VP of Sales over marketing influence
Goals Prove marketing ROI, Influence XX of revenue
Desires To spend more time on brand development and team training
Example - Digital Marketing Manager
Persona Marketing Manager
Needs Easier campaign execution, transparency in reporting, more leads at
less cost
Pains Increasing goals but limited budget to execute. No time to learn and
evaluating vendors.
Conflicts With Sales team on lead follow up and head of marketing for marketing
budget
Goals Promotion and recognition for high performing campaigns
Desires Be known as on the cutting edge of MarTech
Example - Chief Revenue Officer
Persona CRO
Needs Drive quarter over quarter revenue
Pains Not knowing how much to budget for HR
Conflicts With President for headcount budget and marketing for “quality” leads
Goals Deals, deals, deals
Desires To hit quota, earn bonus, and eventually be CEO of his own company.
Customer Journey Mapping Canvas
Choosing Content for your Personas
How to organize multiple content streams
The Power of Authentic Relationships
96%of all respondents agree that developing authentic
relationships is very important to generate revenue.
A Stalled Relationship
20%of all respondents report being very confident
in how they move prospect relationships
forward at scale
Less than
Knowledge is Power
Just 15% of respondents
reported being very satisfied
with the level of information they
have on their target accounts
and prospects
The Elusive ABM Quadrant
● The most impactful things your marketing
teams can do aren’t scalable.
● We want to get as close to the bottom
right as possible.
● Content matrixes are a great shortcut to
get there.
Waste of
Time
How do
we get
here?
Automated
Campaigns
Non-
Scalable
The more data you have about your
committee, the richer the experience
you can provide.
Aligning Sales and Marketing Against Personas is Crucial
Alignment creates the impression of expertise
Aligning Content to Persona
● Recycled content is the best
kind of content
● Tailoring content or content
experiences creates magic
Aligning Content to Stage
● Understand all objections
and bottlenecks in the sales
process
● Develop content aimed
directly at those stages
● Enable that content through
workflows, if possible
Aligning Content to
Persona x Stage
● Right person + right time =
magic.
● Based on Sales Stage and
Persona / Role.
● Start with a two-
dimensional content
matrix.
○ Persona x Industry
○ Industry x Funnel Position
○ Product Line x Acquisition
Source
How to Scale Personas and Content
Delivering your Content
Automating the Process
How to Scale Content and Personas
Then move to a three-dimensional
matrix
Identified Lead
Top Target
Demo
IT evaluation
Customer Lost Customer Won
Happy customer with results
Persona based ads
Generic
Persona based ads
Marketing Persona CMO PersonaSales Persona
ABM Program: Outbound Assist for All - in one slide
ConsiderationAttract LiveOnboardingProposal
CMO
Persona
Marketing
Manager
Persona
Sales
Persona
Generic
ABM Program: Outbound Assist for All - in one slide
ConsiderationAttract LiveOnboardingProposal
CMO
Persona
Marketing
Manager
Persona
Sales
Persona
Generic
Closing the loop - measure and see impressions in SFDC
Measuring Committee Engagement with Relationships
“” Takeaways
● Your B2B sale depends on building a
relationship with lots of people
● Building that relationship means
providing each person the right content
● Start simple and adjust based on the
results you see
Q&A

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Persona-based Marketing

  • 1. Advanced Persona-Based Marketing How to use persona marketing to connect to your customers
  • 2. Your lecturer for today’s class Bogdan Zlatkov Content Marketing Manager Justin Keller VP of Marketing
  • 3. Today’s Agenda 3 Choosing content for them 1 Why do Persona Marketing? 2 Defining your personas 4 Delivering that content 5 Q&A
  • 4. Why do Persona Marketing?
  • 5. “” Do you understand the people who make up your target accounts?
  • 6. “” 57% of sales and marketing executives struggle to understand their audience.
  • 7. B2B Difference The average B2B deal requires 6.8 people to sign off before a deal is made. - Corporate Executive Board (CEB)
  • 8. Companies Don’t Buy: People Do People Of Committees Of the Influence Of Sales and Marketing
  • 9. 97% of B2B buyers say their decision is made before the buying committee is even formed. Buyers (especially champions) are using content and peers to justify emotions 66% of Champions cite content and expertise as their primary consideration when buying. *via B2B Marketing
  • 10. B2B Difference Need to reach the Decision Maker in addition to the Influencers.
  • 11. How to create different personas Naming the decision makers, influencers, and approvers
  • 12. Typical Persona Choices Influencer Purchaser Decision MakerB2B COMPANY Learn More Upgrade Now Start free trial See how fast we can deploy. 30% cost savings over leading competitors. Seamless integration with your existing tools.
  • 13. Example - Head of Marketing Persona Head of Marketing Needs Aggregate view of marketing campaigns and influence on sales Pains Disparate tech silos, difficulty in reporting on marketing ROI Conflicts With CFO, over validating budget With VP of Sales over marketing influence Goals Prove marketing ROI, Influence XX of revenue Desires To spend more time on brand development and team training
  • 14. Example - Digital Marketing Manager Persona Marketing Manager Needs Easier campaign execution, transparency in reporting, more leads at less cost Pains Increasing goals but limited budget to execute. No time to learn and evaluating vendors. Conflicts With Sales team on lead follow up and head of marketing for marketing budget Goals Promotion and recognition for high performing campaigns Desires Be known as on the cutting edge of MarTech
  • 15. Example - Chief Revenue Officer Persona CRO Needs Drive quarter over quarter revenue Pains Not knowing how much to budget for HR Conflicts With President for headcount budget and marketing for “quality” leads Goals Deals, deals, deals Desires To hit quota, earn bonus, and eventually be CEO of his own company.
  • 17. Choosing Content for your Personas How to organize multiple content streams
  • 18. The Power of Authentic Relationships 96%of all respondents agree that developing authentic relationships is very important to generate revenue.
  • 19. A Stalled Relationship 20%of all respondents report being very confident in how they move prospect relationships forward at scale Less than
  • 20. Knowledge is Power Just 15% of respondents reported being very satisfied with the level of information they have on their target accounts and prospects
  • 21. The Elusive ABM Quadrant ● The most impactful things your marketing teams can do aren’t scalable. ● We want to get as close to the bottom right as possible. ● Content matrixes are a great shortcut to get there. Waste of Time How do we get here? Automated Campaigns Non- Scalable
  • 22. The more data you have about your committee, the richer the experience you can provide.
  • 23. Aligning Sales and Marketing Against Personas is Crucial Alignment creates the impression of expertise Aligning Content to Persona ● Recycled content is the best kind of content ● Tailoring content or content experiences creates magic Aligning Content to Stage ● Understand all objections and bottlenecks in the sales process ● Develop content aimed directly at those stages ● Enable that content through workflows, if possible Aligning Content to Persona x Stage ● Right person + right time = magic. ● Based on Sales Stage and Persona / Role.
  • 24. ● Start with a two- dimensional content matrix. ○ Persona x Industry ○ Industry x Funnel Position ○ Product Line x Acquisition Source How to Scale Personas and Content
  • 26. How to Scale Content and Personas Then move to a three-dimensional matrix Identified Lead Top Target Demo IT evaluation Customer Lost Customer Won Happy customer with results
  • 28. Persona based ads Marketing Persona CMO PersonaSales Persona
  • 29. ABM Program: Outbound Assist for All - in one slide ConsiderationAttract LiveOnboardingProposal CMO Persona Marketing Manager Persona Sales Persona Generic
  • 30. ABM Program: Outbound Assist for All - in one slide ConsiderationAttract LiveOnboardingProposal CMO Persona Marketing Manager Persona Sales Persona Generic
  • 31. Closing the loop - measure and see impressions in SFDC
  • 32. Measuring Committee Engagement with Relationships
  • 33. “” Takeaways ● Your B2B sale depends on building a relationship with lots of people ● Building that relationship means providing each person the right content ● Start simple and adjust based on the results you see
  • 34. Q&A