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Feeling Overwhelmed by Data?
Knowing what data to track, when, and why can
help marketers make better informed decisions



                  Presented by:

               Act-On Software
Janelle Johnson
Director, Demand Gen
@janelle_johnson
@ActOnSoftware
Agenda

 The benefits & challenges of data
 Which data to track across key channels
 Aligning your data strategy with your
 marketing objectives
 Using multichannel data to inform
 marketing decisions
Q&A
Tracking: Benefits &
    Challenges
Benefits of Tracking the Right Data

•   Measure performance against company goals
•   Optimize marketing spend
•   Properly allocate resources
•   Make pivots to programs as needed
•   Align departments across customer lifecycle
    – Marketing  Sales  Customer Success
Hazards


• Overwhelming
  amounts of data
• Missed
  opportunities
• Lost in the weeds
Which Data to Track
Across Key Channels
Email

• Email Tracking basics
  – Deliverability
  – Open
  – Click-through rates
• Which lists perform best
  – Click-throughs
  – Conversions
• Which campaigns perform best
  – Test subject line, offer, colors, size of buttons, links
  – Test often
Website Visitors


  Website Visitor                                    Recognize
                          Referring sites
  Tracking Basics                                 returning visitors
• Which of pages       • Search engines          • Which pages is
  are most read --     • Advertising               prospect
  and which            • Email marketing           visiting?
  bounce the most                                • Set alerts for
                       • Digital collateral
• Which keywords                                   sales rep
  people use to
  look for you
• # unique and
  returning visitors
  you’re getting
Webinars & Events


         Webinars                     Offline events
• Who registers – and where     • Who attended the event
  they’re coming from           • Who came by the booth
• Where registrants come        • Hot prospects vs “tchockie
  from                          gatherers”
• Who attends -- who doesn’t    • Who responds to follow-up
• How long people stay on the   campaigns
  event
• What other actions people
  take in conjunction or
  proximity with your webinar
Social Media

• Tweets and amplification
• Facebook posts and likes
• Blog posts and number of
  comments
• Benchmark your online
  presence against
  competitors


In a recent research report, Gleanster’s Ian Michiels mentioned that 93 percent of B2B
marketers rank “measuring the return on social media campaigns” as the number one
challenge in social media marketing.
Aligning your Data Strategy with
   your Marketing Objectives
Marketing Objectives

                           Revenue/
                           Bookings
                             Goals

                                                 New
    PR / AR                                    Customer
                                              Acquisition




                          Marketing
                           Budget
Market
                                                   Lead Goals
Share




                                      Customer
                Social
                                      Retention
              Influence
                                       & Upsell
Key Marketing Metrics

•   # Leads Created
•   Cost Per Lead (CPL)
•   Opportunities created
•   Pipeline $ added
•   Average Sales Cycle
•   Booked Business
    – New vs Upsell
• Average Deal Size
• Overall Marketing ROI
Using Multichannel Data to
Inform Marketing Decisions
What campaigns are performing best?


Bucket the types of campaigns       Campaign Type
                                        BannerAd
you’re using                           Case Study
• How many leads & opportunities       Conference
  per campaign type                      Inbound
                                           Other
• Which has the best conversion           Partner
  rates?                           Social Promotions
• Best closed deal ratio                  Survey
                                   Virtual Tradeshow
• Best CPL & ROI                         Webinar
                                         Website
                                      Whitepaper
Most bang for your buck

• Example: Whitepaper Campaign
• You can promote via:
  – Email to house list
  – 3rd party emails
  – Banner Ads
  – PPC                            Marketing Channel
                                      BannerAd_3rd Party
  – Social promotion                     Email_Internal
                                        Email_3rd Party
    (LinkedIn, Twitter)                       Partner
                                             PPC_Ad

  – Print Advertising                        Print Ads
                                       Promoted Tweet
                                        Social_Channel
  – Content Syndication                     Slideshare
                                              Twitter
                                  Virtual Tradeshow_3rd Party
                                             Website
Which vehicle performs best?

Utilize unique tracking urls to understand
how people are accessing your content
• Which vehicle is getting the most
  response?
• CPL by channel
• Close rate by channel
Bringing it all together

• Utilize this information to allocate marketing
  budget
  – Know which types of campaigns
  – Best channels to promote
  – Test new channels against top performing ones
  – Continue to monitor & measure

    You can’t improve what you don’t measure
Q&A
Ready to Learn More?
    Sign up for a demo:
           act-on.com

       blog.act-on.com

          Can’t Wait?
Call our hotline at: 1 (877) 530-1555
    Email us: sales@act-on.net

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Feeling Overwhelmed by Data?

  • 1. Feeling Overwhelmed by Data? Knowing what data to track, when, and why can help marketers make better informed decisions Presented by: Act-On Software
  • 2. Janelle Johnson Director, Demand Gen @janelle_johnson @ActOnSoftware
  • 3. Agenda  The benefits & challenges of data  Which data to track across key channels  Aligning your data strategy with your marketing objectives  Using multichannel data to inform marketing decisions Q&A
  • 4. Tracking: Benefits & Challenges
  • 5. Benefits of Tracking the Right Data • Measure performance against company goals • Optimize marketing spend • Properly allocate resources • Make pivots to programs as needed • Align departments across customer lifecycle – Marketing  Sales  Customer Success
  • 6. Hazards • Overwhelming amounts of data • Missed opportunities • Lost in the weeds
  • 7. Which Data to Track Across Key Channels
  • 8. Email • Email Tracking basics – Deliverability – Open – Click-through rates • Which lists perform best – Click-throughs – Conversions • Which campaigns perform best – Test subject line, offer, colors, size of buttons, links – Test often
  • 9. Website Visitors Website Visitor Recognize Referring sites Tracking Basics returning visitors • Which of pages • Search engines • Which pages is are most read -- • Advertising prospect and which • Email marketing visiting? bounce the most • Set alerts for • Digital collateral • Which keywords sales rep people use to look for you • # unique and returning visitors you’re getting
  • 10. Webinars & Events Webinars Offline events • Who registers – and where • Who attended the event they’re coming from • Who came by the booth • Where registrants come • Hot prospects vs “tchockie from gatherers” • Who attends -- who doesn’t • Who responds to follow-up • How long people stay on the campaigns event • What other actions people take in conjunction or proximity with your webinar
  • 11. Social Media • Tweets and amplification • Facebook posts and likes • Blog posts and number of comments • Benchmark your online presence against competitors In a recent research report, Gleanster’s Ian Michiels mentioned that 93 percent of B2B marketers rank “measuring the return on social media campaigns” as the number one challenge in social media marketing.
  • 12. Aligning your Data Strategy with your Marketing Objectives
  • 13. Marketing Objectives Revenue/ Bookings Goals New PR / AR Customer Acquisition Marketing Budget Market Lead Goals Share Customer Social Retention Influence & Upsell
  • 14. Key Marketing Metrics • # Leads Created • Cost Per Lead (CPL) • Opportunities created • Pipeline $ added • Average Sales Cycle • Booked Business – New vs Upsell • Average Deal Size • Overall Marketing ROI
  • 15. Using Multichannel Data to Inform Marketing Decisions
  • 16. What campaigns are performing best? Bucket the types of campaigns Campaign Type BannerAd you’re using Case Study • How many leads & opportunities Conference per campaign type Inbound Other • Which has the best conversion Partner rates? Social Promotions • Best closed deal ratio Survey Virtual Tradeshow • Best CPL & ROI Webinar Website Whitepaper
  • 17. Most bang for your buck • Example: Whitepaper Campaign • You can promote via: – Email to house list – 3rd party emails – Banner Ads – PPC Marketing Channel BannerAd_3rd Party – Social promotion Email_Internal Email_3rd Party (LinkedIn, Twitter) Partner PPC_Ad – Print Advertising Print Ads Promoted Tweet Social_Channel – Content Syndication Slideshare Twitter Virtual Tradeshow_3rd Party Website
  • 18. Which vehicle performs best? Utilize unique tracking urls to understand how people are accessing your content • Which vehicle is getting the most response? • CPL by channel • Close rate by channel
  • 19. Bringing it all together • Utilize this information to allocate marketing budget – Know which types of campaigns – Best channels to promote – Test new channels against top performing ones – Continue to monitor & measure You can’t improve what you don’t measure
  • 20. Q&A
  • 21. Ready to Learn More? Sign up for a demo: act-on.com blog.act-on.com Can’t Wait? Call our hotline at: 1 (877) 530-1555 Email us: sales@act-on.net

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