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Jonathan Gallagher, Dir. of Customer Experience, TIBCO
SiriusDecisions Summit 2019
Elevating Revenue Performance
with a B2B Customer Data
Platform
22
Email Bot
Delivering Exceptional Experiences
Online Chat CDP Hook ‘Em
3
About TIBCO Software
© Copyright 2000-2019 TIBCO Software Inc.
Headquartered in Palo Alto, CA
10,000+ customers
We enable digital businesses
4
Elevating Revenue Performance with a CDP
© Copyright 2000-2019 TIBCO Software Inc.
The Case for Change
Building the Foundation
Accelerating the Impact
5
Elevating Revenue Performance with a CDP
© Copyright 2000-2019 TIBCO Software Inc.
The Case for Change
Building the Foundation
Accelerating the Impact
Our
Business
Imperative
To grow our
subscription
business
7
Global ABM Initiative Supported
Our Growth Objective
WHO WHERE HOW
• Enterprise (1000+)
• Mid-market (250+)
• North America
• EMEA
• APAC
• Data and Insights
• Better Segmentation
• Content Customization
8
Home-Grown Data Platform for
Segmentation Drove Poor Adoption
DIGITAL
SALES
CAPDB
(Home-grown CDP)
99
Integration
• Operational
overhead
• Difficult to
deliver the
insights to
end-users and
channels in a
timely way
Key Gaps in Our Home-Grown CDP
Data
• A lack of data
(ex. intent)
• Managing
relationships
with multiple
vendors was
painful and
expensive
Modeling
• Lacked
flexibility
• Lacked
scalability
Segmentation
• Time
consuming
• Involved
multiple teams
• Lack of
granularity
10
Lattice Atlas Provided the Single Source of
Marketing Truth
DIGITAL
SALESData Cloud
Buyer Insights
1111
Integration
• Hard to
integrate new
data sources
• Hard to
integrate
across
channels (ex.
SFDC, digital)
Problems With Our Home-Grown CDP
Data
• A lack of data
(ex. intent)
• Managing
relationships
with multiple
vendors was
painful and
expensive
Modeling
• Lacked
flexibility
• Lacked
scalability
Segmentation
• Time
consuming
• Involved
multiple teams
• Lack of
granularity
12
Elevating Revenue Performance with a CDP
© Copyright 2000-2019 TIBCO Software Inc.
The Case for Change
Building the Foundation
Accelerating the Impact
13
All Data, In One Platform
Firmographic Intent Product FitEngagementTechnographic
3rd Party 1st Party
• Industry
• Sub Industry
• Geography
• Revenue
• VC funding
• Analytics
• API Management
• BPM
• Cloud Services
• Data Science
• Web page views
• Emails
• SFDC campaigns
• Opportunities
• Prior Purchases
• Spotfire
• Statistica
• Jaspersoft
• TCI
• Mashery
• AWS
• IBM
• Mulesoft
• Qlik
• SAP
Who is this account? What software are
they researching?
How have they
engaged with us?
Are they a good fit
for Tibco?
What tech do they
own?
Atlas
AI
Modeling
Flexible
Transparent
Scalable
Create
different
types of
models
Show
rationale for
scores
Self-service
AI modeling
15
Deep Integration with Salesforce Drive Sales Adoption
Company Profile
Spend Analytics
Recommendations
16
Deep Integration with Marketo Drives
Always-On Nurture
PLANNED FOR
DEPLOYMENT
17
From Weeks to Hours with Self-Service
Audience Segmentation
FROMTO
1818
“We need to drive Sales,
Marketing, Product
Management & Services
alignment and focus on joint
GTM initiatives.”
19
Alignment Through Sales Plays
● Identify the right accounts1
● Focus on best-fit use cases2
● Engage with the right personas3
● Drive impactful conversations4
● Land with “tip of the spear” offering5
20
Anatomy of a TIBCO Sales Play
High Touch
High Velocity
Verticals
Cross Sell / Upsell
2121
“I need help
prioritizing my
accounts.”
2222
Sales Play Recommendations Help Prioritize
Recommendations
What sales play should I use to
prospect into this account?
2323
Sales Play Recommendations Help Prioritize
Recommendations
What sales play should I use to
prospect into this account?
Justification
Why is this account a good fit
for this sales play?
2424
Sales Play Recommendations Help Prioritize
Recommendations
What sales play should I use to
prospect into this account?
Justification
Why is this account a good fit
for this sales play?
Sales Play Assets
What resources can I use to
prospect into this account?
2525© Copyright 2000-2018 TIBCO Software Inc.
Create new
sales play
Sales Play Recommendations Help Prioritize
Create model and
segment
2626© Copyright 2000-2018 TIBCO Software Inc.
Sales Play Recommendations Help Prioritize
Push recommendations
to SFDC
Alert account
owner
2727© Copyright 2000-2018 TIBCO Software Inc.
Sales Play Recommendations Help Prioritize
Reps Interact and
Prospect
Reps Convert
Recommendations
28
“I need better
insights and
intelligence into
my accounts.”
292929
Sales Reps Use Lattice for Context and Insights
303030
Sales Reps Use Lattice for Context and Insights
Technographics
What technologies does the
account own?
313131
Sales Reps Use Lattice for Context and Insights
Technographics
What technologies does the
account own?
Fit Rating
Are they a good fit for
TIBCO software?
323232
Sales Reps Use Lattice for Context and Insights
Technographics
What technologies does the
account own?
Fit Rating
Are they a good fit for
TIBCO software?
Intent
What keywords or topics
are they interested in?
333333
Sales Reps Use Lattice for Context and Insights
Technographics
What technologies does the
account own?
Fit Rating
Are they a good fit for
TIBCO software?
Intent
What keywords or topics
are they interested in?
Product Spend
What have they purchased
from TIBCO already?
3434
“We need to pass
more qualified
leads to Sales.”
35
Hybrid Lead Scoring Increases Conversion
Rates
45% higher
conversion rate
from MQL to
SQL
36
“I need help
segmenting our
database and
building lists.”
37
Targeted Email Campaigns Increase
Engagement
65% increase
in engagement
I have a Partner
Meet Up in
Atlanta and want
to drive
registrations
3838
Targeted Audiences Drive Targeted Ads
+42%CTR
39
Elevating Revenue Performance with a CDP
© Copyright 2000-2019 TIBCO Software Inc.
The Case for Change
Building the Foundation
Accelerating the Impact
40
Sales Incentives
• Contests
• Sales Play of the Month
• Recommendation Blitz
Days
Raising Awareness
Communication
• Rollout announcements
• Sales team calls
• Recommendation email
alerts
Success Sharing
• Ring the Bell
• Identify power users
41
Measuring the Impact
Adoption
“Building target
account lists took
days. Now it takes
minutes!”
Productivity Engagement
+65%
Pipeline
+2x100%
4242
Data
• Add more data
sources (ex.
DemandBase)
• Create more models
(ex. hybrid)
Recommendations
• Create more
Recommendations
(ex. cross sell, upsell)
• Refresh segments
with new data and
more granularity
Evolving and Expanding
Sales Plays
• Create new plays
• Integrate content
management system
(Seismic)
• Integrate learning
management system
(Docebo)
43© Copyright 2000-2019 TIBCO Software Inc.
Building the Foundation
Accelerating the Impact
The Case for Change
Elevating Revenue Performance with a CDP
44
• You need consistent and ongoing alignment between Sales, Marketing
and the executive team
• Adoption is key
• Self-service is critical for agility and scale
• Transparency is crucial when it comes to modeling
• Cross-channel approach to engagement was foundational
• Don’t be afraid of the data, but having an analytics team is helpful
• Instrument and measure engagement and impact to demonstrate
ROI
Tips and Tricks
45
To Learn More…
How to Simplify Your Tech Stack with a Customer Data
Platform
Monday 5:40PM, Product Theater
Taming the Chaos: How VMWare Accelerated the
Revenue Engine with AI and Data
Tuesday 11:45AM, Room 18B
How Thomson Reuters is becoming Customer Centric
with a Customer Data Platform
Wednesday 10:45AM, Room 18B
Booth #208 Other Interesting Sessions
TIBCO: Elevating Revenue Performance with a B2B Customer Data Platform

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TIBCO: Elevating Revenue Performance with a B2B Customer Data Platform

  • 1. Jonathan Gallagher, Dir. of Customer Experience, TIBCO SiriusDecisions Summit 2019 Elevating Revenue Performance with a B2B Customer Data Platform
  • 2. 22 Email Bot Delivering Exceptional Experiences Online Chat CDP Hook ‘Em
  • 3. 3 About TIBCO Software © Copyright 2000-2019 TIBCO Software Inc. Headquartered in Palo Alto, CA 10,000+ customers We enable digital businesses
  • 4. 4 Elevating Revenue Performance with a CDP © Copyright 2000-2019 TIBCO Software Inc. The Case for Change Building the Foundation Accelerating the Impact
  • 5. 5 Elevating Revenue Performance with a CDP © Copyright 2000-2019 TIBCO Software Inc. The Case for Change Building the Foundation Accelerating the Impact
  • 7. 7 Global ABM Initiative Supported Our Growth Objective WHO WHERE HOW • Enterprise (1000+) • Mid-market (250+) • North America • EMEA • APAC • Data and Insights • Better Segmentation • Content Customization
  • 8. 8 Home-Grown Data Platform for Segmentation Drove Poor Adoption DIGITAL SALES CAPDB (Home-grown CDP)
  • 9. 99 Integration • Operational overhead • Difficult to deliver the insights to end-users and channels in a timely way Key Gaps in Our Home-Grown CDP Data • A lack of data (ex. intent) • Managing relationships with multiple vendors was painful and expensive Modeling • Lacked flexibility • Lacked scalability Segmentation • Time consuming • Involved multiple teams • Lack of granularity
  • 10. 10 Lattice Atlas Provided the Single Source of Marketing Truth DIGITAL SALESData Cloud Buyer Insights
  • 11. 1111 Integration • Hard to integrate new data sources • Hard to integrate across channels (ex. SFDC, digital) Problems With Our Home-Grown CDP Data • A lack of data (ex. intent) • Managing relationships with multiple vendors was painful and expensive Modeling • Lacked flexibility • Lacked scalability Segmentation • Time consuming • Involved multiple teams • Lack of granularity
  • 12. 12 Elevating Revenue Performance with a CDP © Copyright 2000-2019 TIBCO Software Inc. The Case for Change Building the Foundation Accelerating the Impact
  • 13. 13 All Data, In One Platform Firmographic Intent Product FitEngagementTechnographic 3rd Party 1st Party • Industry • Sub Industry • Geography • Revenue • VC funding • Analytics • API Management • BPM • Cloud Services • Data Science • Web page views • Emails • SFDC campaigns • Opportunities • Prior Purchases • Spotfire • Statistica • Jaspersoft • TCI • Mashery • AWS • IBM • Mulesoft • Qlik • SAP Who is this account? What software are they researching? How have they engaged with us? Are they a good fit for Tibco? What tech do they own? Atlas
  • 15. 15 Deep Integration with Salesforce Drive Sales Adoption Company Profile Spend Analytics Recommendations
  • 16. 16 Deep Integration with Marketo Drives Always-On Nurture PLANNED FOR DEPLOYMENT
  • 17. 17 From Weeks to Hours with Self-Service Audience Segmentation FROMTO
  • 18. 1818 “We need to drive Sales, Marketing, Product Management & Services alignment and focus on joint GTM initiatives.”
  • 19. 19 Alignment Through Sales Plays ● Identify the right accounts1 ● Focus on best-fit use cases2 ● Engage with the right personas3 ● Drive impactful conversations4 ● Land with “tip of the spear” offering5
  • 20. 20 Anatomy of a TIBCO Sales Play High Touch High Velocity Verticals Cross Sell / Upsell
  • 22. 2222 Sales Play Recommendations Help Prioritize Recommendations What sales play should I use to prospect into this account?
  • 23. 2323 Sales Play Recommendations Help Prioritize Recommendations What sales play should I use to prospect into this account? Justification Why is this account a good fit for this sales play?
  • 24. 2424 Sales Play Recommendations Help Prioritize Recommendations What sales play should I use to prospect into this account? Justification Why is this account a good fit for this sales play? Sales Play Assets What resources can I use to prospect into this account?
  • 25. 2525© Copyright 2000-2018 TIBCO Software Inc. Create new sales play Sales Play Recommendations Help Prioritize Create model and segment
  • 26. 2626© Copyright 2000-2018 TIBCO Software Inc. Sales Play Recommendations Help Prioritize Push recommendations to SFDC Alert account owner
  • 27. 2727© Copyright 2000-2018 TIBCO Software Inc. Sales Play Recommendations Help Prioritize Reps Interact and Prospect Reps Convert Recommendations
  • 28. 28 “I need better insights and intelligence into my accounts.”
  • 29. 292929 Sales Reps Use Lattice for Context and Insights
  • 30. 303030 Sales Reps Use Lattice for Context and Insights Technographics What technologies does the account own?
  • 31. 313131 Sales Reps Use Lattice for Context and Insights Technographics What technologies does the account own? Fit Rating Are they a good fit for TIBCO software?
  • 32. 323232 Sales Reps Use Lattice for Context and Insights Technographics What technologies does the account own? Fit Rating Are they a good fit for TIBCO software? Intent What keywords or topics are they interested in?
  • 33. 333333 Sales Reps Use Lattice for Context and Insights Technographics What technologies does the account own? Fit Rating Are they a good fit for TIBCO software? Intent What keywords or topics are they interested in? Product Spend What have they purchased from TIBCO already?
  • 34. 3434 “We need to pass more qualified leads to Sales.”
  • 35. 35 Hybrid Lead Scoring Increases Conversion Rates 45% higher conversion rate from MQL to SQL
  • 36. 36 “I need help segmenting our database and building lists.”
  • 37. 37 Targeted Email Campaigns Increase Engagement 65% increase in engagement I have a Partner Meet Up in Atlanta and want to drive registrations
  • 38. 3838 Targeted Audiences Drive Targeted Ads +42%CTR
  • 39. 39 Elevating Revenue Performance with a CDP © Copyright 2000-2019 TIBCO Software Inc. The Case for Change Building the Foundation Accelerating the Impact
  • 40. 40 Sales Incentives • Contests • Sales Play of the Month • Recommendation Blitz Days Raising Awareness Communication • Rollout announcements • Sales team calls • Recommendation email alerts Success Sharing • Ring the Bell • Identify power users
  • 41. 41 Measuring the Impact Adoption “Building target account lists took days. Now it takes minutes!” Productivity Engagement +65% Pipeline +2x100%
  • 42. 4242 Data • Add more data sources (ex. DemandBase) • Create more models (ex. hybrid) Recommendations • Create more Recommendations (ex. cross sell, upsell) • Refresh segments with new data and more granularity Evolving and Expanding Sales Plays • Create new plays • Integrate content management system (Seismic) • Integrate learning management system (Docebo)
  • 43. 43© Copyright 2000-2019 TIBCO Software Inc. Building the Foundation Accelerating the Impact The Case for Change Elevating Revenue Performance with a CDP
  • 44. 44 • You need consistent and ongoing alignment between Sales, Marketing and the executive team • Adoption is key • Self-service is critical for agility and scale • Transparency is crucial when it comes to modeling • Cross-channel approach to engagement was foundational • Don’t be afraid of the data, but having an analytics team is helpful • Instrument and measure engagement and impact to demonstrate ROI Tips and Tricks
  • 45. 45 To Learn More… How to Simplify Your Tech Stack with a Customer Data Platform Monday 5:40PM, Product Theater Taming the Chaos: How VMWare Accelerated the Revenue Engine with AI and Data Tuesday 11:45AM, Room 18B How Thomson Reuters is becoming Customer Centric with a Customer Data Platform Wednesday 10:45AM, Room 18B Booth #208 Other Interesting Sessions