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Making the Microsoft Customer
Campaigns work for your business




Mike Heald – Microsoft Through Partner Marketing
Natalie Jackway – SDM Marketing
Kylie Summerhayes – Microsoft Midmarket Lead
Three Proven Steps – Campaigns Working For You


  Presales                                Training
  Technical Team                          Create a Partner
                                          Solution Plan with
  Infrastructure
                           Plan
  Assessment                              a Marketing Plan
  Framework                               embedded
                                          Partner ready
                                          marketing resources
                                          on Partner
                   Close       Create     Marketing Center

                              Demand      Solution
                   Sales                  Finder/Profiler
                                          Telesales Campaign -
                                          ISVs


…Customer Campaigns deliver support in all three areas
Plan & Prepare
Partner Business Planning

• Partner Business Plans set up the
  framework for the partnership.
  Direction that governs the alliance /
  partnership
• Partner Solution Plans provide the
  local action plans to drive initiatives
  deliver inside of this framework
Partner Sales & Marketing Readiness Requirements
Partner Sales & Marketing Readiness Survey Results
To Register – https://partner.microsoft.com/Australia/trainingevents

Course Description                        Venues

Effectively Selling Solutions for         Melbourne, Sydney, Brisbane,
Microsoft Partners Day 1 & 2              Adelaide & Perth

Realising Platform Value                  Melbourne, Sydney, Brisbane,
                                          Adelaide & Perth

Key Marketing Concepts and                Melbourne, Sydney, Brisbane,
Techniques for Microsoft Partners         Adelaide & Perth

Effectively Generating and converting     Melbourne, Sydney, Brisbane,
Leads with Microsoft Infrastructure       Adelaide & Perth
Optimisation (IO) Campaigns
Partner Readiness Offer
To ensure your place at the Microsoft Readiness training events, take advantage
of these special Microsoft Partner Readiness Offers NOW*!

Partners that uptake this offer, have first option to register for all the Readiness
training – as part of the Readiness schedule.

Schedule will be publicly available September 3, 2007.


    Training Days                          Cost

    50 Training Days *                     $275 per day (ex GST)

    25 Training Days*                      $335 per day (ex GST)

    Pay As You Go                          $395 per day (ex GST)
Demand Generation
Increase Visibility with Customers

• Partner Solution Profiler is detailed information
          Form for adding the starting point for partners
                 Checkboxes that identify
  to promote their solutions to andsolutions visit the
                search criteria customers who
               about solution for company
  microsoft.com.site.
• Expose your solutions today
• Five Easy Steps:
   1. Sign In
   2. Prepare Solution
      – pre populated templates
   3. Profile
      – References, key words
   4. Review
   5. Repeat
Partner Marketing Center
https://partner.microsoft.com/Australia/salesmarketing/createdemand/marketingcenter


                                                                     Step by step wizard to
                                                                     build your campaign:
                                                                     Learn how the partner
                                                                     marketing center can help
                                                                     you generate more leads
                                                                     and reach more customers.
                                                                     Campaigns that highlight
                                                                     your expertise: Search for
                                                                     the campaigns that match
                                                                     your expertise.
                                                                     Easy to Download and
                                                                     Print: Use easy to
                                                                     customize marketing
                                                                     templates and print
                                                                     in house
                                                                     Send out your campaign
                                                                     to new and existing
                                                                     customers.
                                                                     Professional Looking
                                                                     Campaigns without the
                                                                     cost of an agency
ISV Telesales Service

ISV Telesales Campaign

• The ISV Telesales Service is a Microsoft-developed, third-
  party telesales engine designed to quickly generate
  actionable sales leads
      • Joint Call Script
      – Delivers 20% MSSP qualified business opportunities
• Telesales vendors are selected by Microsoft based on their
  proven capabilities in the marketplace
      – Skilled at solution selling in an IT environment
      – Strong knowledge of Microsoft products and technologies
• Service cost
      – *$9,500AUD




*pricing varies by country
K2.NET - ISV Telesales Campaign

• Participated in the ISV telesales campaign in April 2007
   – Completed Marketing Development Funds proposal
• CNET provided the telesales services on behalf of Microsoft
  and K2
   – Engaged with Project Manager from CNET to plan campaign
   – Co-designed call scripts and call strategy
   – K2 and SDM provided a list of 2,000 contacts to CNET
   – Call campaign continued for 20 days with regular updates
     provided by CNET via online portal
• 25 qualified leads provided by CNET
• All leads to be of a very high quality with excellent
  prospects of closing within the next 3 months
Accelerate the Sale
Partner Technology Specialist team




     Team
                  • 5 people nationwide
                  • Split into two groups: Information Worker and Advanced
                    Infrastructure




  Customers
                  • Maximising the utilisation of existing software investments
                  • Position value of IT investment to the business
                  • Partner awareness




                  • Driving the adoption of new technologies

    Partners
                  • Assisting Partners to develop new service offerings
                  • Linking Partners with Partners
                  • Drive deals with partners
Tele Pre-sales Technical Support (TPTS) :
     Opportunities Support


         Customer                                                     TPTS
        Opportunity                                                 Assistance



                                                      1. Competitive information
My customer is considering
migration from competitive product                    2. Detailed migration plans
to Exchange. I need to:
                                                      3. Talking points on benefits
1.   Understand how to define
                                                         of Exchange
     the solution
                                                      4. Tailored Presentations
2.   Compete against competition
3.   Position Exchange as the
     right solution
4.   Understand migration process



                                    TPTS Help You Win Deals!!!
Demo Showcase
Demo Showcase is a set of pre sales tools to enable robust platform demonstrations through
scenarios aligned with Microsoft Customer Campaigns that are relevant to the decision-
maker’s specific role, business requirements and technology needs.
Infrastructure Assessment Framework




Website:
www.assessmentframework.com
Strategic Data Management

Natalie Jackway
SDM - Leveraging Microsoft for effective campaigns

3 stages                     Tools                    Enterprise Search
Plan & Prepare    • Partner Solution Plan      •   Identify search as an offer
                  • Marketing Development      •   Key messages
                    Funds                      •   Survey
                                               •   Mailing Lists
Demand            • Solution Profiler          •   Offer for delegates
Generation        • Partner Marketing Center   •   Telemarketing follow up
                       • Publicity             •   Conference
                       • Events                •   Seminars
                                               •   Mailouts
Qualify Sales &   •   CRM                      • Reporting template
Close             •   Account Management
                  •   Follow-up
                  •   Tracking
Participate in a Campaign
Through Partner – This Past Year
                                                      Weighted Opps by Segment
    Campaign      Number     ROI
                  Partners

                                                  Upper Mid Market                      CAS
                                                        13%                             26%

                                          Lower Mid Market
  Security        24               26.2
                                                9%
  Collaboration   29               19.9

  Business        12               14.0
  Intelligence
  Search          8                 3.7


                                                                                              Core Mid Market
  TOTAL           79               18.6
                                                                                                   50%



                                                                         Collaboration Campaign -
                                                             Upper Mid
             Infrastructure Campaign -                                         Segment View
                                                              Market
                   Segment View                                13%
                                                                                      CAS
Upper Mid
                                                       Lower Mid                      22%
 Market
                                                        Market
  18%
                                                         12%
    Lower Mid                  CAS
     Market                    40%
       6%



                                                                                                Core Mid
    Core Mid                                                                                     Market
     Market                                                                                       53%
      36%
FY08 Customer Campaign Architecture




         Depth (Big IT)
            Customer
           Campaigns



                                                     Breadth Extension


                                                              Customer
    Breadth (Some IT)          Business     Security &                       Business
                                                             Acquisition &
                             Productivity   Reliability                      Solutions
 Customer Campaigns                                           Retention



                                            +                +
Core Breadth Product Stack

Advanced Breadth Product
                   Stack
Breadth Campaign Approach


                      • Campaign effort led by Breadth marketing
   Segment Led          team, rather than individual business groups



 Unified Campaign     • Unified approach, with specific campaign
                        messaging, executed under one unified creative
      Platform          approach


                      • Drive demand To and Through Breadth partners
                        (Distis, VARs, ISVs, and hosters).
  Streamlined Focus
                      • Address both upper and lower ends of spectrum

                      • Help prospects easily get the relevant
                        information that they need to understand the
   Solutions Level      benefits of Microsoft Technology, what solution
       Focus            they need to talk to their Partner about, and
                        ultimately Buy
Breadth Campaign Structure


  Customer Level



                                  Customer Pain/Need




                   Basic Solution                     Advanced Solution   Based on
  Solution Level      Benefit                              Benefit        customer
                   Product Stack                        Product Stack
                                                                          size/industry


                             How to buy
                                                         Special Offer!
                        (License Options, Hosted,
                             MS Finance, PS)

    Offer Level
                                     Where to buy
                                            Hosters         Buy now
                   Solution Finder
Security & Reliability Customer Campaign
                    SMB customers want peace of mind – they want to stay productive and focus on their business:
                           • Rely on IT and make sure it supports the business to be up & running
Customer pain              • Store company information centrally in order to protect it better
                           • Reduce security risks (viruses, worms, unauthorized access, hackers, …)
                           • Reduce data loss & down time in the unfortunate event that something does happen



                                   • Security is #1 priority in Some IT (AMI2006)
Opportunity                        • Security spend is expected to grow 16% to $7,7B FY08 (IDC2007)




                    No longer worry about losing your critical data and keeping important business information secure
Value Proposition

                                                                                Keep your IT up &
Scenarios                Protect your Data
                                                                                    running
Products                Vista / OneCare / Forefront / Exchange
                                   Hosted Services
                                                                                    Vista / SBS2003 / WS LH / SCE
Partners
                      Disti/Breadth VAR/DMR/LAR/SBC/Hosting
                                                                             Disti/Breadth VAR/DMR/LAR/SBC/Hosting
                                     (NI, AI, Sec)
Levers                                                                                      (NI, AI, Sec)
                          Breadth partners, Web, PR, Partner
                                                                                     Breadth partners, Web, PR,
                                   Telemarketing
                                                                                       Partner Telemarketing
Marketing Development Funds
Aligning to Mid-Market Campaigns (50-500 PCs)
Campaign             Focus?                               # Partners   PAMs Receive        MDF Due   Customer
                                                                       ‘Give Gets’ Email             Campaign
                                                                                                     Dates
Unified Comms        Exchange Upgrades & Windows          10           Aug 23              Sept 13   Oct - May
                     Mobile.
Application          BizTalk Server                       3            Sept 12             Sept 26
Platform
OSCI                 Security, reliability and managing                Sept 12             Sept 26
                     core infrastructure i.e. Forefront

Collaboration        Collaboration technologies i.e.                   Sept 20             Oct 11
                     Sharepoint
Business             SQL Server / Performance Point–                   Sept 20             Oct 11
Intelligence         Data Warehousing
Security             Phase 2 of OSCI campaign –                        TBD
                     exclusive focus on Forefront
Windows / SQL        MDF & Sponsorship opportunities                   TBD
Server 2008 Launch
Marketing Development Funds (MDF)
                                               • Microsoft Provides
• Plan with your Account Manager
                                                  – Dollars $$ (Pending approval –
   – Creation of Partner Solution Plan ‘PSP’
                                                    Funds are limited)
   – Attend appropriate technical
                                                  – Your offers, events & solution
     & marketing training
                                                    on the customer campaign site
• Create Demand                                   – Presales resources
                                                  – Preferred partner for campaign
   – Campaign ‘give gets’ email from
                                                    led opportunities
     Partner Manager
                                                  – Monthly ROI reports
   – Agree to the campaign ‘give gets’
                                               • Partner Commits
   – Complete MDF Form
                                                  – Pipeline report on a monthly basis
   – Campaign objectives, resources
                                                  – 15:1 ROI – Microsoft product
     required etc
                                                    revenue
• Submit MDF form to Partner Manager              – Equal contribution to funds
• Partner Manager will confirm
  participation
Campaign Reports
Call to Action
• Plan and Prepare
   – Marketing & Technical Training
   – Partner Solution Plan
• Demand Generation
   – Partner ready marketing resources on Partner Marketing Center
     for all customer segments
   – Solution Finder/Profiler
• Qualify Sales and Close
   – Assessment tools – Infrastructure Optimization and Infrastructure
     Assessment Framework
• Participate in a Campaign Today!
• Marketing Blog: blogs.msdn.com/marketingforpartners
   – Do you want to contribute? Contact: mheald@microsoft.com
THANK YOU!

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Apc Marketing Aug 2007

  • 1.
  • 2. Making the Microsoft Customer Campaigns work for your business Mike Heald – Microsoft Through Partner Marketing Natalie Jackway – SDM Marketing Kylie Summerhayes – Microsoft Midmarket Lead
  • 3. Three Proven Steps – Campaigns Working For You Presales Training Technical Team Create a Partner Solution Plan with Infrastructure Plan Assessment a Marketing Plan Framework embedded Partner ready marketing resources on Partner Close Create Marketing Center Demand Solution Sales Finder/Profiler Telesales Campaign - ISVs …Customer Campaigns deliver support in all three areas
  • 5. Partner Business Planning • Partner Business Plans set up the framework for the partnership. Direction that governs the alliance / partnership • Partner Solution Plans provide the local action plans to drive initiatives deliver inside of this framework
  • 6. Partner Sales & Marketing Readiness Requirements
  • 7. Partner Sales & Marketing Readiness Survey Results To Register – https://partner.microsoft.com/Australia/trainingevents Course Description Venues Effectively Selling Solutions for Melbourne, Sydney, Brisbane, Microsoft Partners Day 1 & 2 Adelaide & Perth Realising Platform Value Melbourne, Sydney, Brisbane, Adelaide & Perth Key Marketing Concepts and Melbourne, Sydney, Brisbane, Techniques for Microsoft Partners Adelaide & Perth Effectively Generating and converting Melbourne, Sydney, Brisbane, Leads with Microsoft Infrastructure Adelaide & Perth Optimisation (IO) Campaigns
  • 8. Partner Readiness Offer To ensure your place at the Microsoft Readiness training events, take advantage of these special Microsoft Partner Readiness Offers NOW*! Partners that uptake this offer, have first option to register for all the Readiness training – as part of the Readiness schedule. Schedule will be publicly available September 3, 2007. Training Days Cost 50 Training Days * $275 per day (ex GST) 25 Training Days* $335 per day (ex GST) Pay As You Go $395 per day (ex GST)
  • 10. Increase Visibility with Customers • Partner Solution Profiler is detailed information Form for adding the starting point for partners Checkboxes that identify to promote their solutions to andsolutions visit the search criteria customers who about solution for company microsoft.com.site. • Expose your solutions today • Five Easy Steps: 1. Sign In 2. Prepare Solution – pre populated templates 3. Profile – References, key words 4. Review 5. Repeat
  • 11. Partner Marketing Center https://partner.microsoft.com/Australia/salesmarketing/createdemand/marketingcenter Step by step wizard to build your campaign: Learn how the partner marketing center can help you generate more leads and reach more customers. Campaigns that highlight your expertise: Search for the campaigns that match your expertise. Easy to Download and Print: Use easy to customize marketing templates and print in house Send out your campaign to new and existing customers. Professional Looking Campaigns without the cost of an agency
  • 12. ISV Telesales Service ISV Telesales Campaign • The ISV Telesales Service is a Microsoft-developed, third- party telesales engine designed to quickly generate actionable sales leads • Joint Call Script – Delivers 20% MSSP qualified business opportunities • Telesales vendors are selected by Microsoft based on their proven capabilities in the marketplace – Skilled at solution selling in an IT environment – Strong knowledge of Microsoft products and technologies • Service cost – *$9,500AUD *pricing varies by country
  • 13. K2.NET - ISV Telesales Campaign • Participated in the ISV telesales campaign in April 2007 – Completed Marketing Development Funds proposal • CNET provided the telesales services on behalf of Microsoft and K2 – Engaged with Project Manager from CNET to plan campaign – Co-designed call scripts and call strategy – K2 and SDM provided a list of 2,000 contacts to CNET – Call campaign continued for 20 days with regular updates provided by CNET via online portal • 25 qualified leads provided by CNET • All leads to be of a very high quality with excellent prospects of closing within the next 3 months
  • 15. Partner Technology Specialist team Team • 5 people nationwide • Split into two groups: Information Worker and Advanced Infrastructure Customers • Maximising the utilisation of existing software investments • Position value of IT investment to the business • Partner awareness • Driving the adoption of new technologies Partners • Assisting Partners to develop new service offerings • Linking Partners with Partners • Drive deals with partners
  • 16. Tele Pre-sales Technical Support (TPTS) : Opportunities Support Customer TPTS Opportunity Assistance 1. Competitive information My customer is considering migration from competitive product 2. Detailed migration plans to Exchange. I need to: 3. Talking points on benefits 1. Understand how to define of Exchange the solution 4. Tailored Presentations 2. Compete against competition 3. Position Exchange as the right solution 4. Understand migration process TPTS Help You Win Deals!!!
  • 17. Demo Showcase Demo Showcase is a set of pre sales tools to enable robust platform demonstrations through scenarios aligned with Microsoft Customer Campaigns that are relevant to the decision- maker’s specific role, business requirements and technology needs.
  • 20. SDM - Leveraging Microsoft for effective campaigns 3 stages Tools Enterprise Search Plan & Prepare • Partner Solution Plan • Identify search as an offer • Marketing Development • Key messages Funds • Survey • Mailing Lists Demand • Solution Profiler • Offer for delegates Generation • Partner Marketing Center • Telemarketing follow up • Publicity • Conference • Events • Seminars • Mailouts Qualify Sales & • CRM • Reporting template Close • Account Management • Follow-up • Tracking
  • 21. Participate in a Campaign
  • 22. Through Partner – This Past Year Weighted Opps by Segment Campaign Number ROI Partners Upper Mid Market CAS 13% 26% Lower Mid Market Security 24 26.2 9% Collaboration 29 19.9 Business 12 14.0 Intelligence Search 8 3.7 Core Mid Market TOTAL 79 18.6 50% Collaboration Campaign - Upper Mid Infrastructure Campaign - Segment View Market Segment View 13% CAS Upper Mid Lower Mid 22% Market Market 18% 12% Lower Mid CAS Market 40% 6% Core Mid Core Mid Market Market 53% 36%
  • 23. FY08 Customer Campaign Architecture Depth (Big IT) Customer Campaigns Breadth Extension Customer Breadth (Some IT) Business Security & Business Acquisition & Productivity Reliability Solutions Customer Campaigns Retention + + Core Breadth Product Stack Advanced Breadth Product Stack
  • 24. Breadth Campaign Approach • Campaign effort led by Breadth marketing Segment Led team, rather than individual business groups Unified Campaign • Unified approach, with specific campaign messaging, executed under one unified creative Platform approach • Drive demand To and Through Breadth partners (Distis, VARs, ISVs, and hosters). Streamlined Focus • Address both upper and lower ends of spectrum • Help prospects easily get the relevant information that they need to understand the Solutions Level benefits of Microsoft Technology, what solution Focus they need to talk to their Partner about, and ultimately Buy
  • 25. Breadth Campaign Structure Customer Level Customer Pain/Need Basic Solution Advanced Solution Based on Solution Level Benefit Benefit customer Product Stack Product Stack size/industry How to buy Special Offer! (License Options, Hosted, MS Finance, PS) Offer Level Where to buy Hosters Buy now Solution Finder
  • 26. Security & Reliability Customer Campaign SMB customers want peace of mind – they want to stay productive and focus on their business: • Rely on IT and make sure it supports the business to be up & running Customer pain • Store company information centrally in order to protect it better • Reduce security risks (viruses, worms, unauthorized access, hackers, …) • Reduce data loss & down time in the unfortunate event that something does happen • Security is #1 priority in Some IT (AMI2006) Opportunity • Security spend is expected to grow 16% to $7,7B FY08 (IDC2007) No longer worry about losing your critical data and keeping important business information secure Value Proposition Keep your IT up & Scenarios Protect your Data running Products Vista / OneCare / Forefront / Exchange Hosted Services Vista / SBS2003 / WS LH / SCE Partners Disti/Breadth VAR/DMR/LAR/SBC/Hosting Disti/Breadth VAR/DMR/LAR/SBC/Hosting (NI, AI, Sec) Levers (NI, AI, Sec) Breadth partners, Web, PR, Partner Breadth partners, Web, PR, Telemarketing Partner Telemarketing
  • 27. Marketing Development Funds Aligning to Mid-Market Campaigns (50-500 PCs) Campaign Focus? # Partners PAMs Receive MDF Due Customer ‘Give Gets’ Email Campaign Dates Unified Comms Exchange Upgrades & Windows 10 Aug 23 Sept 13 Oct - May Mobile. Application BizTalk Server 3 Sept 12 Sept 26 Platform OSCI Security, reliability and managing Sept 12 Sept 26 core infrastructure i.e. Forefront Collaboration Collaboration technologies i.e. Sept 20 Oct 11 Sharepoint Business SQL Server / Performance Point– Sept 20 Oct 11 Intelligence Data Warehousing Security Phase 2 of OSCI campaign – TBD exclusive focus on Forefront Windows / SQL MDF & Sponsorship opportunities TBD Server 2008 Launch
  • 28. Marketing Development Funds (MDF) • Microsoft Provides • Plan with your Account Manager – Dollars $$ (Pending approval – – Creation of Partner Solution Plan ‘PSP’ Funds are limited) – Attend appropriate technical – Your offers, events & solution & marketing training on the customer campaign site • Create Demand – Presales resources – Preferred partner for campaign – Campaign ‘give gets’ email from led opportunities Partner Manager – Monthly ROI reports – Agree to the campaign ‘give gets’ • Partner Commits – Complete MDF Form – Pipeline report on a monthly basis – Campaign objectives, resources – 15:1 ROI – Microsoft product required etc revenue • Submit MDF form to Partner Manager – Equal contribution to funds • Partner Manager will confirm participation
  • 30. Call to Action • Plan and Prepare – Marketing & Technical Training – Partner Solution Plan • Demand Generation – Partner ready marketing resources on Partner Marketing Center for all customer segments – Solution Finder/Profiler • Qualify Sales and Close – Assessment tools – Infrastructure Optimization and Infrastructure Assessment Framework • Participate in a Campaign Today! • Marketing Blog: blogs.msdn.com/marketingforpartners – Do you want to contribute? Contact: mheald@microsoft.com