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SalesFUSION Webinar

The Impact of website visitor
tracking on b2b sales funnels
What we’ll cover today

 About SalesFUSION
 The b2b website funnel
 Understanding b2b website analytics
 Website visitor tracking demystified
 Web visitor analytics and your sales             Don’t Leave

  funnel
                                                   Early!


 Enriching CRM with website visitor
  data                                       “One of the most
                                           important questions
 The impact of the “digital             marketing & sales must
  conversation”                          answer is “who is on my
                                            website and why?”
About SalesFUSION

   SaaS Marketing Application
   HQ – Atlanta, GA – Sales Offices in Philadelphia, PA
   Provide all b2b marketing functionality in a single app
   Focus on integrating Marketing and Sales (CRM)
   Only solution built on a CRM database
   Extensive global partner network
   Unique Client Services model
   Game-changing pricing structure
   99% retention rate
   90% of all new features added in 2011 – customer requests
The website visitor funnel
                                Search

               Email Campaign
                                            Web Forms
               Responses
                                            Completions



  Basic Web                                               Social/Blog
  Analytics




                                Corporate
                                 Website     All roads lead to the
                                             website
MA-Software                                  95% of b2b buyers
All site visit data is                       research on the web
captured an analyzed                         This “digital
inside of the MA system                      conversation” with your
Data is scored                               company is going on
Leads are pre-                               whether you know it or
processed                                    not!
The B2B Website Funnel



 Digital conversation
 Prospective buyers are engaging with you in
 search, social, blog, online ads….and more
 You must inject yourself info this digital
 conversation and present materials that entice
 forms completion and lead capture
                                                  Capture
                                                                       Track behavior
                                                                       Use traditional web analytics to optimize your
                                                                       sites performance by analyzing site behavior


                                                             Analyze
 Present new content
 Present your visitors with new content that is
 engaging and educational. Become a source
 of industry best practices and elevate to         Nurture
 trusted advisor status through intelligent
 nurture marketing                                   Ideas
                                                                       Lead scoring
                                                                       Capture all data points and group, rank, score
                                                                       and route leads to appropriate follow up path.


                                                              Score
 Engage sales
 Move the highest value leads to CRM/Sales
 quickly. Engage sales via email alerts and
 relevant contact history in CRM.

                                                   Sales
The Role of the corporate website in your marketing mix

  • Center of your marketing universe
  • All channels lead to it
       • Social
       • PPC
       • Online ads
       • Email
       • SEO
  • All prospective buyers end up on it at some point
  • We spend a ridiculous amount of time and money getting people to
  our site…and have no idea what to do with them when they get there!
Advanced b2b web analytics
   “Who’s on my site” vs “How is my site performing”
   Analytics focused on leads and lead conversion
   Analytics integrated into the lead gen process
   Analytics that trigger events and alerts
   Information is captured and appended to CRM
   Information is used by sales in addition to marketing/webs team
Website visitor tracking demystified
 The identification and tracking of individuals and companies visiting
  your website
 Enabled by placement of a 1st party cookie on the visitor’s pc and
  relation of their IP address to their email address
 Tracks the visit detail in the context of lead generation
 Information gathered includes pages, downloads, time on site, location
  and much more..
 Information gathered is integrated with CRM
 Information gathered is actionable and drives sales-related processes
Google Analytics vs. website visitor tracking


                                   Website visitor tracking

   Performance of website          Places 1st-party cookie
   Geographic information          Tracks a person or company
   Top pages                       Identifies companies based on
   Bounce rate                      reverse IP append
   Visit depth                     Information is used in lead
   Return visitors                  scoring/nurture marketing
   Information used by web team    Information is embedded in CRM
    for site optimization           Information drives sales lead
                                     alerting via email
Important metrics to b2b sites

 Visitor Loyalty - How often do visitors visit the site? Do your visitors
  visit once a month? 3 times a month? 10 times a month? Compare this
  metric over a period of time, for example compare this month to last
  month or this quarter to last quarter.
 Visitor Recency - How long has it been since a visitor last visited?
  Again, compare this to two different time periods to see if there is a
  change or did things remain the same.
 Depth of Visit - Measures the number of pages viewed by your
  visitors. Here you will be able to view how many pages visitors view on
  your site. Always compare metrics over a period of time and try to get
  an insight into whether visitors are viewing more pages or less.
Trends in b2b web analytics
Information is moving from analytical to actionable – companies want
information gathered/presented in ways that can be used in sales funnel
advancement
Incorporating social metrics – monetizing social media efforts will
depend on integrated web analytics and website visitor tracking
Integrated approach – Disconnected tools being replaced with
integrated solutions that can automatically act on web activity
Website Visitor Tracking and your Sales Funnel




                                       Web Leads In

Capture Lead Data - Forms


Analyze/Score                              Marketing


Pre-Qualify based on rules
                                          Inside Sales
High-value leads – route to sales –
trigger email alert with link to CRM


Lead data is pushed to CRM
                                         Outside Sales

Sales Engagement – Qualify to
opportunity or set to nurture


Close Win/Loss – Trackback ROI data
from Opportunity
What are we capturing in b2b web visitor tracking?

1. Known visitors – previously identified by email click/form completion
2. Known companies – identified by reverse IP append
3. Unknown visitors – raw SEO data




                      Email marketers who recognize and act on the changes
                      that have taken place in the ways their customers choose
                      to communicate with them and with each other will be in
                      the best position to adapt their email programs and stay
                      relevant.
What are we capturing in b2b web visitor tracking?

Combination of traditional analytics plus unique visitor demographics and
site behavior




                       IP-level detail


                                                               Geo-location




     SEO
     information

                       Email marketers who recognize and act on the changes
                       that have taken place in the ways their customers choose
                       to communicate with them and with each other will be in
                       the best position to adapt Page-level detail
                                                  their email programs and stay
                       relevant.
How do we capture and display this information?

1.   Email click through – assuming the email/WVT solution is the same
2.   Form completion
3.   First-party cookie is placed on PC
4.   Related to IP Address and Email Address and CRM GUID (if applicable)


• Not 100%
• People can clear cookies or
  browse on a different machine
• Good content increases identified
  individuals
• Give people a compelling reason
  to self-identify
Data appending for known companies

1.   Appends additional company detail to identified organizations
2.   Can allow users to search and purchase contacts from data appending
     solutions – Jigsaw…etc.
3.   Purchased users – can be enrolled into campaigns….you may get
     lucky!
Using website visitor
information in practical
      b2b ways
How do we use the data in a practical way for b2b?

•   Append data to your CRM
•   Alert sales when valuable activity occurs
•   Data uses to create accurate lead scoring models
•   Data appended to account, lead contact records in CRM
•   Data drives automated campaigns (nurture/trigger)
How do we use the data in a practical way for b2b?


Sales reports – companies on
the site

•   Meaningful reports
•   Delivered via email
•   Filtered based on role/geo
•   Make information actionable – click
    to open in CRM
How do we use the data in a practical way for b2b?




Contact/Account level alerts

• Controlled by lead scoring
• Managed by lead assignment
  rules (from CRM?)
• Leads on a silver platter for sales
• Beware of overkill – throttle the
  alerts accordingly
Integrating with CRM – driving towards higher value




                                                                                                                                  SERVICE
                                                                                                          Contact Center

                                                                                             Marketing Automation
                                                                                                                           iCRM
 Robustness of Solution




                                                                                              •Implicit Data
                                                                                              •Explicit Data
                                                                                              •Marketing & Sales
                                                                         Email Marketing      Alignment




                                                                                                                                  MARKETING
                                                                          •Implicit Data      •Multi-Channel Integration
                                                                          •Behavior

                                                                         Web Analytics
                                                                            •Implicit Data
                                                                            •Behavior
                                                             Customer Intelligence
                                                               •Data Augmentation
                                                                                                                           CRM
                                                               •Data Quality      .
                                             Sales Performance




                                                                                                                                  SALES
                                             Mgmt
                                                 •Incentive Comp
                                                 •Sales Analytics
                          Sales Force Automation
                            •Contact Mgmt                                                                                  SFA
                            •Pipeline Mgmt


                                                                    Value Derived


                                                                                    Source - Gleanster
What marketing data do top performing companies
integrate to CRM?
       Website Page Visits                                        73%
                                                          56%
      Email Click-Throughs                                      67%
                                              33%
    Email Campaign History                                  63%
                                              32%
       Content Downloads                                  58%
                                        25%
       Landing Page Visits                                56%
                                              34%
        Data Augmentation                            49%
                                        22%
       Landing Page Click…                          43%
                                  12%
       Webinar Attendance                     34%
                             4%
          Event Attendance               28%
                             5%

                        0%                      50%                     100%
                 Top Performers          Everyone Else




                                          Source – Gleanster, Inc.
What does good CRM integration look like

 •   Separate from sales activity history
 •   Graphical – show sales quickly if someone is active
 •   Drill down into detail
 •   Data should be in table fields
 •   Allow for reporting and workflow
Inside sales use of website tracking
                              Website monitoring
                             Research anonymous
                             visitors – append with
                               contacts – enroll in
                                   campaigns


                                        Inside Sales Teams are leveraging new
               Pop email alert when
                                        email marketing tools for b2b
                high-value activity     • Respond to leads with HTML email
                occurs – assign task       templates
                      for call          • Enroll new suspects in intro nurture
                                           campaigns
                                        • Enroll cold but not dead leads in
               If no phone contact
                                           nurture campaigns
                  made – enroll in
                 trigger campaign       • Increased touch-points with larger
                                           number of suspects

                Receive on-going
                alerts when lead
                    returns to
                  site/responds
Things to consider?

•   Is anonymous activity worthwhile data?
•   Is WVT as a stand alone solution viable?
•   Will the recent issues in EU carry over to the US on privacy?
•   How can we best handle privacy issues?
•   Should we reference this information in prospect calls?
The impact of visitor tracking on your Sales Funnel

•   Increased adoption & satisfaction by sales of the CRM
•   Response time to leads is dramatically reduced
•   Fewer leads fall-out prior to pre-qualification
•   Longer-term leads are better developed through nurture marketing
•   Forced collaboration between sales & marketing
•   Accountability for passed leads is higher
What does SalesFUSION Offer?
                                                     •   Email Marketing
•   Dashboards                                       •   Nurture Marketing
•   Linked to CRM                                    •   Social Media
    oppt.                                            •   Online/Offline
•   Real-time                                            Marketing
    analytics
•   Campaign                     Generate
    spend analysis                Leads


                     Revenue                 Capture
                     Analysis                 Leads

                                                                    •   Landing Pages
                                                                    •   Web visitor
                                                                        tracking


•   Feedback loop      Track Sales
                                       Route Leads              •   Lead Scoring
    from CRM to
                       Opportunities                            •   Lead Routing
    FUSION CRM
                                                                •   Real time alerts
Thank you!
    Q&A
    Visit our online resource center
    PDF Materials & Video will be available
    See a Live Demo
    Who won an iPhone 5?




Integrated Marketing Automation for…



                        Focused 100% on integrating Marketing and CRM
                        Clients are raving fans of hands-on service
                        Most aggressive pricing in market
                        30-day Live Trial
                        Pre-integrated to more CRM systems than any other vendors in our space

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SalesFUSION Webinar - The impact of website visitor tracking on your sales pipeline

  • 1. SalesFUSION Webinar The Impact of website visitor tracking on b2b sales funnels
  • 2. What we’ll cover today  About SalesFUSION  The b2b website funnel  Understanding b2b website analytics  Website visitor tracking demystified  Web visitor analytics and your sales Don’t Leave funnel Early!  Enriching CRM with website visitor data “One of the most important questions  The impact of the “digital marketing & sales must conversation” answer is “who is on my website and why?”
  • 3. About SalesFUSION  SaaS Marketing Application  HQ – Atlanta, GA – Sales Offices in Philadelphia, PA  Provide all b2b marketing functionality in a single app  Focus on integrating Marketing and Sales (CRM)  Only solution built on a CRM database  Extensive global partner network  Unique Client Services model  Game-changing pricing structure  99% retention rate  90% of all new features added in 2011 – customer requests
  • 4. The website visitor funnel Search Email Campaign Web Forms Responses Completions Basic Web Social/Blog Analytics Corporate Website All roads lead to the website MA-Software 95% of b2b buyers All site visit data is research on the web captured an analyzed This “digital inside of the MA system conversation” with your Data is scored company is going on Leads are pre- whether you know it or processed not!
  • 5. The B2B Website Funnel Digital conversation Prospective buyers are engaging with you in search, social, blog, online ads….and more You must inject yourself info this digital conversation and present materials that entice forms completion and lead capture Capture Track behavior Use traditional web analytics to optimize your sites performance by analyzing site behavior Analyze Present new content Present your visitors with new content that is engaging and educational. Become a source of industry best practices and elevate to Nurture trusted advisor status through intelligent nurture marketing Ideas Lead scoring Capture all data points and group, rank, score and route leads to appropriate follow up path. Score Engage sales Move the highest value leads to CRM/Sales quickly. Engage sales via email alerts and relevant contact history in CRM. Sales
  • 6. The Role of the corporate website in your marketing mix • Center of your marketing universe • All channels lead to it • Social • PPC • Online ads • Email • SEO • All prospective buyers end up on it at some point • We spend a ridiculous amount of time and money getting people to our site…and have no idea what to do with them when they get there!
  • 7. Advanced b2b web analytics  “Who’s on my site” vs “How is my site performing”  Analytics focused on leads and lead conversion  Analytics integrated into the lead gen process  Analytics that trigger events and alerts  Information is captured and appended to CRM  Information is used by sales in addition to marketing/webs team
  • 8. Website visitor tracking demystified  The identification and tracking of individuals and companies visiting your website  Enabled by placement of a 1st party cookie on the visitor’s pc and relation of their IP address to their email address  Tracks the visit detail in the context of lead generation  Information gathered includes pages, downloads, time on site, location and much more..  Information gathered is integrated with CRM  Information gathered is actionable and drives sales-related processes
  • 9. Google Analytics vs. website visitor tracking Website visitor tracking  Performance of website  Places 1st-party cookie  Geographic information  Tracks a person or company  Top pages  Identifies companies based on  Bounce rate reverse IP append  Visit depth  Information is used in lead  Return visitors scoring/nurture marketing  Information used by web team  Information is embedded in CRM for site optimization  Information drives sales lead alerting via email
  • 10. Important metrics to b2b sites  Visitor Loyalty - How often do visitors visit the site? Do your visitors visit once a month? 3 times a month? 10 times a month? Compare this metric over a period of time, for example compare this month to last month or this quarter to last quarter.  Visitor Recency - How long has it been since a visitor last visited? Again, compare this to two different time periods to see if there is a change or did things remain the same.  Depth of Visit - Measures the number of pages viewed by your visitors. Here you will be able to view how many pages visitors view on your site. Always compare metrics over a period of time and try to get an insight into whether visitors are viewing more pages or less.
  • 11. Trends in b2b web analytics Information is moving from analytical to actionable – companies want information gathered/presented in ways that can be used in sales funnel advancement Incorporating social metrics – monetizing social media efforts will depend on integrated web analytics and website visitor tracking Integrated approach – Disconnected tools being replaced with integrated solutions that can automatically act on web activity
  • 12. Website Visitor Tracking and your Sales Funnel Web Leads In Capture Lead Data - Forms Analyze/Score Marketing Pre-Qualify based on rules Inside Sales High-value leads – route to sales – trigger email alert with link to CRM Lead data is pushed to CRM Outside Sales Sales Engagement – Qualify to opportunity or set to nurture Close Win/Loss – Trackback ROI data from Opportunity
  • 13. What are we capturing in b2b web visitor tracking? 1. Known visitors – previously identified by email click/form completion 2. Known companies – identified by reverse IP append 3. Unknown visitors – raw SEO data Email marketers who recognize and act on the changes that have taken place in the ways their customers choose to communicate with them and with each other will be in the best position to adapt their email programs and stay relevant.
  • 14. What are we capturing in b2b web visitor tracking? Combination of traditional analytics plus unique visitor demographics and site behavior IP-level detail Geo-location SEO information Email marketers who recognize and act on the changes that have taken place in the ways their customers choose to communicate with them and with each other will be in the best position to adapt Page-level detail their email programs and stay relevant.
  • 15. How do we capture and display this information? 1. Email click through – assuming the email/WVT solution is the same 2. Form completion 3. First-party cookie is placed on PC 4. Related to IP Address and Email Address and CRM GUID (if applicable) • Not 100% • People can clear cookies or browse on a different machine • Good content increases identified individuals • Give people a compelling reason to self-identify
  • 16. Data appending for known companies 1. Appends additional company detail to identified organizations 2. Can allow users to search and purchase contacts from data appending solutions – Jigsaw…etc. 3. Purchased users – can be enrolled into campaigns….you may get lucky!
  • 17. Using website visitor information in practical b2b ways
  • 18. How do we use the data in a practical way for b2b? • Append data to your CRM • Alert sales when valuable activity occurs • Data uses to create accurate lead scoring models • Data appended to account, lead contact records in CRM • Data drives automated campaigns (nurture/trigger)
  • 19. How do we use the data in a practical way for b2b? Sales reports – companies on the site • Meaningful reports • Delivered via email • Filtered based on role/geo • Make information actionable – click to open in CRM
  • 20. How do we use the data in a practical way for b2b? Contact/Account level alerts • Controlled by lead scoring • Managed by lead assignment rules (from CRM?) • Leads on a silver platter for sales • Beware of overkill – throttle the alerts accordingly
  • 21. Integrating with CRM – driving towards higher value SERVICE Contact Center Marketing Automation iCRM Robustness of Solution •Implicit Data •Explicit Data •Marketing & Sales Email Marketing Alignment MARKETING •Implicit Data •Multi-Channel Integration •Behavior Web Analytics •Implicit Data •Behavior Customer Intelligence •Data Augmentation CRM •Data Quality . Sales Performance SALES Mgmt •Incentive Comp •Sales Analytics Sales Force Automation •Contact Mgmt SFA •Pipeline Mgmt Value Derived Source - Gleanster
  • 22. What marketing data do top performing companies integrate to CRM? Website Page Visits 73% 56% Email Click-Throughs 67% 33% Email Campaign History 63% 32% Content Downloads 58% 25% Landing Page Visits 56% 34% Data Augmentation 49% 22% Landing Page Click… 43% 12% Webinar Attendance 34% 4% Event Attendance 28% 5% 0% 50% 100% Top Performers Everyone Else Source – Gleanster, Inc.
  • 23. What does good CRM integration look like • Separate from sales activity history • Graphical – show sales quickly if someone is active • Drill down into detail • Data should be in table fields • Allow for reporting and workflow
  • 24. Inside sales use of website tracking Website monitoring Research anonymous visitors – append with contacts – enroll in campaigns Inside Sales Teams are leveraging new Pop email alert when email marketing tools for b2b high-value activity • Respond to leads with HTML email occurs – assign task templates for call • Enroll new suspects in intro nurture campaigns • Enroll cold but not dead leads in If no phone contact nurture campaigns made – enroll in trigger campaign • Increased touch-points with larger number of suspects Receive on-going alerts when lead returns to site/responds
  • 25. Things to consider? • Is anonymous activity worthwhile data? • Is WVT as a stand alone solution viable? • Will the recent issues in EU carry over to the US on privacy? • How can we best handle privacy issues? • Should we reference this information in prospect calls?
  • 26. The impact of visitor tracking on your Sales Funnel • Increased adoption & satisfaction by sales of the CRM • Response time to leads is dramatically reduced • Fewer leads fall-out prior to pre-qualification • Longer-term leads are better developed through nurture marketing • Forced collaboration between sales & marketing • Accountability for passed leads is higher
  • 27. What does SalesFUSION Offer? • Email Marketing • Dashboards • Nurture Marketing • Linked to CRM • Social Media oppt. • Online/Offline • Real-time Marketing analytics • Campaign Generate spend analysis Leads Revenue Capture Analysis Leads • Landing Pages • Web visitor tracking • Feedback loop Track Sales Route Leads • Lead Scoring from CRM to Opportunities • Lead Routing FUSION CRM • Real time alerts
  • 28. Thank you!  Q&A  Visit our online resource center  PDF Materials & Video will be available  See a Live Demo  Who won an iPhone 5? Integrated Marketing Automation for…  Focused 100% on integrating Marketing and CRM  Clients are raving fans of hands-on service  Most aggressive pricing in market  30-day Live Trial  Pre-integrated to more CRM systems than any other vendors in our space