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NEW LOCATION:
Tonight:
Tonight:
Pascale R. Royal
Manager of Global Advocacy
Programs
Lee H. Rubin
Senior Manager, Global
Reference Programs
Eileen M. D’Ippolito
Director of Customer
Marketing
© 2014 Citrix. Confidential.8
© 2014 Citrix. Confidential.9
Our customers talk about the products they use EVERY DAY
They provide first-hand, trusted and vocal feedback about our
company and our products
They are more valuable to us than any advertisement we could
ever buy
Customers don’t just buy.
They sell.
© 2014 Citrix. Confidential.10
How important are brand advocates?
Brand advocates talk about the products they use EVERY day
“Your brand advocates are more valuable than any
advertisement you could ever buy”
MORE LIKELY to share
product info
50%Likely to influence
a purchase
More likely to use social media
to expand their social circles
3x 2.5x
© 2014 Citrix. Confidential.11
Where we began our content marketing journey…
Logo Slides Loyalty Surveys
NewsletterCase Studies
References
Videos
© 2014 Citrix. Confidential.12
Design Thinking Methodology
© 2014 Citrix. Confidential.13
Focus Areas
As our team explored where we could deliver the greatest impact, three focus areas emerged
to drive the strategic direction of future projects:
Self-Service
Provide accessible tools and resources that allow internal customers to capture
and leverage stories as a natural part of their workflows
Rethink Content (Bento Box)
Curate and customize content for maximum impact and relevance for internal and
external customers
Be a Storyteller
Help internal customers to be human-centered and understand the mechanics of
good storytelling to scale utilization of content
© 2014 Citrix. Confidential.14
Self-Service References
Creating Content and Making it Accessible to Sales
© 2014 Citrix. Confidential.15
Available via:
Smart
Phone
Tablet Laptop Desktop
Self-Service References
The right content, to the right consumer, at the right time
© 2014 Citrix. Confidential.16
2013 vs. 2014 Customer Marketing
References Utilized in the Customer Reference Database and Revenue Influence
2013 - 323 Total
References Utilized
2014 - 646 Total
References Utilized
Marketing 201 470
Sales 197 494
2013 Total - 466 Won Deals and
1221 Pipeline
2014 Total - 1283 Won Deals and
1128 Pipeline
Total Pipeline $308,631,082 $334,863,027
Revenue Closed $125,371,042 $209,506,152
REV = $434,002,124
REV = $544,369,179
© 2014 Citrix. Confidential.17
Rethink Content
One size can fit all – when it’s customizable
“People consume content is
multiple ways.”
- Director, Integrated Marketing
© 2014 Citrix. Confidential.18
Citrix ahead of the curve
Introducing the ‘eStudy’
In response to the demand for content ‘on the move’, Citrix introduced the eStudy
• Multiple case studies rolled into one
• Incorporating audio, video, and infographic
• Viewable on desktops
• 3 eStudies currently available on iPad and iPhone
• Healthcare, education, financial services
• Security eStudy coming in Q3
Citrix eStudies
© 2014 Citrix. Confidential.19
• Compelling story
• Enterprise organization
• Executive contact
• Broad adoption
What do we offer our best advocates?
• Recognition
• Advisory Boards
Advocacy Programs
What makes a Citrix advocate?
© 2014 Citrix. Confidential.20
Engage and recognize your best advocates
Citrix awards, industry awards and speaking opportunities
© 2014 Citrix. Confidential.21
Citrix Innovation Award
• 2015 marks the 10th year of the program
• Recognizing visionary customers using
Citrix solutions for cloud and collaboration
services, mobility, networking and
virtualization to drive innovation and IT
simplicity
• Community & Customer Marketing team
planned events and videos before, during
and after Synergy to recognize ten years
of innovation, leveraging all of the great
finalist and winner stories we’ve captured
over the years
• 3-4 finalists selected by Citrix
• Winner selected by:
• 50% judges panel
• 50% public voting
© 2014 Citrix. Confidential.22
10 year logo Email Banner
Infographic
Updated Citrix.com/Innovation
Newsletter
Innovation Boulevard
© 2014 Citrix. Confidential.23
Citrix social media
© 2014 Citrix. Confidential.24
Banners created by corporate social media for Customers
© 2014 Citrix. Confidential.25
Aer Lingus
FB, LinkedIn, Twitter
© 2014 Citrix. Confidential.26
Citrix Blogs
Blog.Citrix.com
© 2014 Citrix. Confidential.27
Citrix Customer Council
Established in1999
• Strategic advisory board for product leadership
• Meets in-person twice annually
• Executive roundtable, strategy updates, product-driven
content
• Ample opportunities for networking with Citrix
executives and industry peers
• Members become our most strategic references
• Citrix footprint expands within participating organizations
© 2014 Citrix. Confidential.28
Objectives
Provide the Citrix leadership team a forum for gathering executive customer insights around strategic initiatives
• Solicit unfiltered feedback and advice from our customers
• 80% listening, 20% Citrix presenting
• Build trusted relationships and extend our business partnerships
• Share vision and strategy to establish a foundation for advocacy
• Engage, exchange, listen and learn in an open environment
© 2014 Citrix. Confidential.29
Benefits for Members
• Insight into and influence over confidential Citrix initiatives
• Access to key Citrix corporate and product line executives
• Networking with Citrix and peers
• Participation in prestigious industry awards and speaking
opportunities
© 2014 Citrix. Confidential.30
The road to advocacy…
Purchase
Feedback
& support
Share
their story
Advocate
Innovate
Invited to join User Groups
Case study
Customer quote
Success story video
Attend reference forums
Speak at Citrix events
Join advisory boards,
community programs
Innovation Awards / industry awards
© 2014 Citrix. Confidential.31
Community & Customer Marketing
Community
Structured
Evangelist Program
Global User Group
Community
User-Led Governance
Model
Content
Increased utilization
Editorial Calendar
Approach
Leadership &
Momentum Proof Points
References
Comprehensive
Reference Process and
Asset Creation
Dynamic Reference
Content
REV* impact metrics
Advocacy
Executive Advisory
Boards
Award Programs &
Industry Recognition
High-value Assets
*Reference Engagement Value
Increase engagement
& advocacy
Develop & grow
our tribe
Accelerate pipelineCreate relevant
customer proof points
© 2014 Citrix. Confidential.32
Award Winning Program
Citrix Recognized as 2015 Program of the Year for Advocacy Programs
“The success of Citrix is based on two key elements. The first is an unwavering
belief in the value of delivering meaningful results for customers, who, in turn,
are willing to share their success stories with the broader market.
The second is a focus on the operational underpinnings of process and
technology required to create and prove its value to the business.
Together, these elements enable the customer team to prove value, build
credibility and garner appropriate levels of investment in order to realize its
potential as an essential contributor to the company’s growth engine.”
Megan Heuer, Vice President & Group Director, SiriusDecisions
© 2014 Citrix. Confidential.33
© 2014 Citrix. Confidential.34
Thank You!
Eileen D’Ippolito
Director, Customer Marketing
eileen.dippolito@citrix.com
Lee Rubin
Senior Manager, Global Reference Programs
Lee.rubin@citrix.com
Pascale Royal
Manager, Global Advocacy Programs
pascale.royal@citrix.com
© 2014 Citrix. Confidential.35
WORK BETTER. LIVE BETTER.
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Citrix How Customer Marketing Fuels Success

  • 1.
  • 2. Welcome! Join the conversation: Text SFIMA to 55155 For monthly meeting reminders #SFIMA
  • 3. Get Involved…  Join  Volunteer  Support  Speak  Lead Email president@sfima.com
  • 4. Thank You – NNE Sponsors
  • 5. Upcoming Events:  July 9: Brownie Brittle From Start-up To Stardom: How Brownie Brittle Engaged Fans And Bootstrapped Its Way to Success Nancy Whalen Eichler, Vice President, Global Digital and Social  August 13: WordStream Top 10 Social Media Hacks Larry Kim, Founder, WordStream  September 10: IBM IBM Presents: Transforming Customer Experiences Through Predictive Analytics NEW LOCATION:
  • 7. Tonight: Pascale R. Royal Manager of Global Advocacy Programs Lee H. Rubin Senior Manager, Global Reference Programs Eileen M. D’Ippolito Director of Customer Marketing
  • 8. © 2014 Citrix. Confidential.8
  • 9. © 2014 Citrix. Confidential.9 Our customers talk about the products they use EVERY DAY They provide first-hand, trusted and vocal feedback about our company and our products They are more valuable to us than any advertisement we could ever buy Customers don’t just buy. They sell.
  • 10. © 2014 Citrix. Confidential.10 How important are brand advocates? Brand advocates talk about the products they use EVERY day “Your brand advocates are more valuable than any advertisement you could ever buy” MORE LIKELY to share product info 50%Likely to influence a purchase More likely to use social media to expand their social circles 3x 2.5x
  • 11. © 2014 Citrix. Confidential.11 Where we began our content marketing journey… Logo Slides Loyalty Surveys NewsletterCase Studies References Videos
  • 12. © 2014 Citrix. Confidential.12 Design Thinking Methodology
  • 13. © 2014 Citrix. Confidential.13 Focus Areas As our team explored where we could deliver the greatest impact, three focus areas emerged to drive the strategic direction of future projects: Self-Service Provide accessible tools and resources that allow internal customers to capture and leverage stories as a natural part of their workflows Rethink Content (Bento Box) Curate and customize content for maximum impact and relevance for internal and external customers Be a Storyteller Help internal customers to be human-centered and understand the mechanics of good storytelling to scale utilization of content
  • 14. © 2014 Citrix. Confidential.14 Self-Service References Creating Content and Making it Accessible to Sales
  • 15. © 2014 Citrix. Confidential.15 Available via: Smart Phone Tablet Laptop Desktop Self-Service References The right content, to the right consumer, at the right time
  • 16. © 2014 Citrix. Confidential.16 2013 vs. 2014 Customer Marketing References Utilized in the Customer Reference Database and Revenue Influence 2013 - 323 Total References Utilized 2014 - 646 Total References Utilized Marketing 201 470 Sales 197 494 2013 Total - 466 Won Deals and 1221 Pipeline 2014 Total - 1283 Won Deals and 1128 Pipeline Total Pipeline $308,631,082 $334,863,027 Revenue Closed $125,371,042 $209,506,152 REV = $434,002,124 REV = $544,369,179
  • 17. © 2014 Citrix. Confidential.17 Rethink Content One size can fit all – when it’s customizable “People consume content is multiple ways.” - Director, Integrated Marketing
  • 18. © 2014 Citrix. Confidential.18 Citrix ahead of the curve Introducing the ‘eStudy’ In response to the demand for content ‘on the move’, Citrix introduced the eStudy • Multiple case studies rolled into one • Incorporating audio, video, and infographic • Viewable on desktops • 3 eStudies currently available on iPad and iPhone • Healthcare, education, financial services • Security eStudy coming in Q3 Citrix eStudies
  • 19. © 2014 Citrix. Confidential.19 • Compelling story • Enterprise organization • Executive contact • Broad adoption What do we offer our best advocates? • Recognition • Advisory Boards Advocacy Programs What makes a Citrix advocate?
  • 20. © 2014 Citrix. Confidential.20 Engage and recognize your best advocates Citrix awards, industry awards and speaking opportunities
  • 21. © 2014 Citrix. Confidential.21 Citrix Innovation Award • 2015 marks the 10th year of the program • Recognizing visionary customers using Citrix solutions for cloud and collaboration services, mobility, networking and virtualization to drive innovation and IT simplicity • Community & Customer Marketing team planned events and videos before, during and after Synergy to recognize ten years of innovation, leveraging all of the great finalist and winner stories we’ve captured over the years • 3-4 finalists selected by Citrix • Winner selected by: • 50% judges panel • 50% public voting
  • 22. © 2014 Citrix. Confidential.22 10 year logo Email Banner Infographic Updated Citrix.com/Innovation Newsletter Innovation Boulevard
  • 23. © 2014 Citrix. Confidential.23 Citrix social media
  • 24. © 2014 Citrix. Confidential.24 Banners created by corporate social media for Customers
  • 25. © 2014 Citrix. Confidential.25 Aer Lingus FB, LinkedIn, Twitter
  • 26. © 2014 Citrix. Confidential.26 Citrix Blogs Blog.Citrix.com
  • 27. © 2014 Citrix. Confidential.27 Citrix Customer Council Established in1999 • Strategic advisory board for product leadership • Meets in-person twice annually • Executive roundtable, strategy updates, product-driven content • Ample opportunities for networking with Citrix executives and industry peers • Members become our most strategic references • Citrix footprint expands within participating organizations
  • 28. © 2014 Citrix. Confidential.28 Objectives Provide the Citrix leadership team a forum for gathering executive customer insights around strategic initiatives • Solicit unfiltered feedback and advice from our customers • 80% listening, 20% Citrix presenting • Build trusted relationships and extend our business partnerships • Share vision and strategy to establish a foundation for advocacy • Engage, exchange, listen and learn in an open environment
  • 29. © 2014 Citrix. Confidential.29 Benefits for Members • Insight into and influence over confidential Citrix initiatives • Access to key Citrix corporate and product line executives • Networking with Citrix and peers • Participation in prestigious industry awards and speaking opportunities
  • 30. © 2014 Citrix. Confidential.30 The road to advocacy… Purchase Feedback & support Share their story Advocate Innovate Invited to join User Groups Case study Customer quote Success story video Attend reference forums Speak at Citrix events Join advisory boards, community programs Innovation Awards / industry awards
  • 31. © 2014 Citrix. Confidential.31 Community & Customer Marketing Community Structured Evangelist Program Global User Group Community User-Led Governance Model Content Increased utilization Editorial Calendar Approach Leadership & Momentum Proof Points References Comprehensive Reference Process and Asset Creation Dynamic Reference Content REV* impact metrics Advocacy Executive Advisory Boards Award Programs & Industry Recognition High-value Assets *Reference Engagement Value Increase engagement & advocacy Develop & grow our tribe Accelerate pipelineCreate relevant customer proof points
  • 32. © 2014 Citrix. Confidential.32 Award Winning Program Citrix Recognized as 2015 Program of the Year for Advocacy Programs “The success of Citrix is based on two key elements. The first is an unwavering belief in the value of delivering meaningful results for customers, who, in turn, are willing to share their success stories with the broader market. The second is a focus on the operational underpinnings of process and technology required to create and prove its value to the business. Together, these elements enable the customer team to prove value, build credibility and garner appropriate levels of investment in order to realize its potential as an essential contributor to the company’s growth engine.” Megan Heuer, Vice President & Group Director, SiriusDecisions
  • 33. © 2014 Citrix. Confidential.33
  • 34. © 2014 Citrix. Confidential.34 Thank You! Eileen D’Ippolito Director, Customer Marketing eileen.dippolito@citrix.com Lee Rubin Senior Manager, Global Reference Programs Lee.rubin@citrix.com Pascale Royal Manager, Global Advocacy Programs pascale.royal@citrix.com
  • 35. © 2014 Citrix. Confidential.35 WORK BETTER. LIVE BETTER.