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1© 2018 Bizible, Inc.
Creating a Balanced Marketing Machine
PUTTING THE PLAN AND MEASURE IN “PLAN, ENGAGE, MEASURE”
2© 2018 Bizible, Inc.
Kevin Lissandrello
Marketing Group Manager, Demand Gen
Libby Koebnick
Marketing Analytics Manager
3© 2018 Bizible, Inc.
PLAN ENGAGE MEASURE
4© 2018 Bizible, Inc.
MEASURE
PLAN
ENGAGE
B2B Marketing Is Unbalanced
EVENTS
Optimize
EMAIL
Optimize
PAID MEDIA
Optimize
WEB
Optimize
SALES DEV
Optimize
5© 2018 Bizible, Inc.
*Confidential – Do Not Distribute
1.
Siloed Data
2.
Inaccurate ROI Reporting
3.
Bad Marketing Decisions
(and little/no impact and influence)
Which Causes Problems...
6© 2018 Bizible, Inc.
MEASURE PLAN
Bringing Your Marketing Machine to Balance
Optimize
ENGAGE
REVENUE
Plan, Engage, Measure:
How Bizible Aligns the Phases of Marketing to
Maximize Impact
ž Libby Koebnick | Sr. Analytics Manager
ž Kevin Lissandrello | Marketing Group Manager
Overview of PitchBook and
our marketing challenges
How we use attribution models
to plan, engage and measure
How attribution models have
fueled marketing’s growth
Q&A
What you’ll see today
Overview
Who we serve
Business
Development
Private Market Intel
Fundraising
& Benchmarking
Build Comparables
SourceInvestments
Our mission is to organize the world’s meaningful
business information and make it useful to our customers.
Our data spans the entire venture capital, private equity
and M&A lifecycle – along with the LPs, funds, firms,
companies and people involved.
PitchBook Sales Growth
20132012201120102009 2014 2015 2016 2017 2018
5-Year Compound
Annual Growth Rate
62%
Plan, Engage, Measure
What’s the right team size to fuel our growth?
What’s an acceptable budget range
for Marketing Expense?
Which tactics actually influence closed/won deals?
How do we measure ROI on investments?
Objective and Key Results
80,000+ inbound leads
18,000 sales demos
1,300 net new accounts
Search
Engine
Marketing
SEO &
Content
Blog
Online
Retargeting
PR &
Events
Email
Nurture
Paid &
Organic
Social
Direct
Mail
Reviews
& Referrals
Plan, Engage, Measure
Leads, Demos, Close
Online
Display Ads
Web
personalization
Plan, Engage, Measure
Marketing Plan Progress
1. Forecasts drive our annual plan
2. Quarterly plans and retrospectives allow for adjustments
3. All tactics are measured and evaluated Free Trial
Library
Download
Other
Inbound Lead Sources Generating
New Business Revenue
0
500
1000
1500
2000
2500
3000
3500
4000
4500
5000
Jul-15 Jan-16 Aug-16 Mar-17 Sep-17 Apr-18 Oct-18 May-19
ISR Leads by Source
Free Trial
Library Download
Newsletter Sub
PPV
Request Login
Other
Our Bizible Attribution Model
Lead Demo Sale
Plan, Engage, Measure
3 Examples of Using Attribution Insights
Profile Previews
Generate free trial
requests, increase
web traffic
Website Revamp
Increase
conversion rates
PPC
Generate more free
trial requests
Expansion of
Profile Previews
Expansion of Profile Previews
From 70K to 250K+ profiles
0
500
1000
1500
2000
2500
2017-012017-022017-032017-042017-052017-062017-072017-082017-092017-102017-112017-122018-012018-022018-032018-042018-052018-062018-072018-082018-092018-10
Free Trial Leads
Public Profiles
Other SEO
Web
Redesign
Web Redesign
6.5
5.2
4.8
1.5
1.1 1
CHANNEL
NEW BUSINESS REVENUE ATTRIBUTION
Direct Organic Search Newsletter
Prospecting PPC Email
7.8
6.7
3.2
2.1
1.4 1.2
CHANNEL
NEW BUSINESS REVENUE ATTRIBUTION
Direct Organic Search Newsletter
Prospecting PPC Email
2017 2018
6.5
5.2
1.1
7.8
6.7
1.4
PPC
6.5
5.2
4.8
1.5
1.1
1
CHANNEL
NEW BUSINESS REVENUE ATTRIBUTION
Direct
Organic Search
Newsletter
Prospecting
PPC
Email
7.8
6.7
3.2
2.1
1.4
1.2
CHANNEL
NEW BUSINESS REVENUE ATTRIBUTION
Direct
Organic Search
Newsletter
Prospecting
PPC
Email
2017 2018
50% ROI 54% ROI
Plan, Engage, Measure
Profile Previews Website Revamp PPC
Questions?

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Plan engage-measure-webinar-slides

  • 1. 1© 2018 Bizible, Inc. Creating a Balanced Marketing Machine PUTTING THE PLAN AND MEASURE IN “PLAN, ENGAGE, MEASURE”
  • 2. 2© 2018 Bizible, Inc. Kevin Lissandrello Marketing Group Manager, Demand Gen Libby Koebnick Marketing Analytics Manager
  • 3. 3© 2018 Bizible, Inc. PLAN ENGAGE MEASURE
  • 4. 4© 2018 Bizible, Inc. MEASURE PLAN ENGAGE B2B Marketing Is Unbalanced EVENTS Optimize EMAIL Optimize PAID MEDIA Optimize WEB Optimize SALES DEV Optimize
  • 5. 5© 2018 Bizible, Inc. *Confidential – Do Not Distribute 1. Siloed Data 2. Inaccurate ROI Reporting 3. Bad Marketing Decisions (and little/no impact and influence) Which Causes Problems...
  • 6. 6© 2018 Bizible, Inc. MEASURE PLAN Bringing Your Marketing Machine to Balance Optimize ENGAGE REVENUE
  • 7. Plan, Engage, Measure: How Bizible Aligns the Phases of Marketing to Maximize Impact ž Libby Koebnick | Sr. Analytics Manager ž Kevin Lissandrello | Marketing Group Manager
  • 8. Overview of PitchBook and our marketing challenges How we use attribution models to plan, engage and measure How attribution models have fueled marketing’s growth Q&A What you’ll see today
  • 10. Who we serve Business Development Private Market Intel Fundraising & Benchmarking Build Comparables SourceInvestments Our mission is to organize the world’s meaningful business information and make it useful to our customers. Our data spans the entire venture capital, private equity and M&A lifecycle – along with the LPs, funds, firms, companies and people involved.
  • 11. PitchBook Sales Growth 20132012201120102009 2014 2015 2016 2017 2018 5-Year Compound Annual Growth Rate 62%
  • 12. Plan, Engage, Measure What’s the right team size to fuel our growth? What’s an acceptable budget range for Marketing Expense? Which tactics actually influence closed/won deals? How do we measure ROI on investments?
  • 13. Objective and Key Results 80,000+ inbound leads 18,000 sales demos 1,300 net new accounts Search Engine Marketing SEO & Content Blog Online Retargeting PR & Events Email Nurture Paid & Organic Social Direct Mail Reviews & Referrals Plan, Engage, Measure Leads, Demos, Close Online Display Ads Web personalization
  • 14. Plan, Engage, Measure Marketing Plan Progress 1. Forecasts drive our annual plan 2. Quarterly plans and retrospectives allow for adjustments 3. All tactics are measured and evaluated Free Trial Library Download Other Inbound Lead Sources Generating New Business Revenue 0 500 1000 1500 2000 2500 3000 3500 4000 4500 5000 Jul-15 Jan-16 Aug-16 Mar-17 Sep-17 Apr-18 Oct-18 May-19 ISR Leads by Source Free Trial Library Download Newsletter Sub PPV Request Login Other
  • 15. Our Bizible Attribution Model Lead Demo Sale
  • 16. Plan, Engage, Measure 3 Examples of Using Attribution Insights Profile Previews Generate free trial requests, increase web traffic Website Revamp Increase conversion rates PPC Generate more free trial requests
  • 18. Expansion of Profile Previews From 70K to 250K+ profiles 0 500 1000 1500 2000 2500 2017-012017-022017-032017-042017-052017-062017-072017-082017-092017-102017-112017-122018-012018-022018-032018-042018-052018-062018-072018-082018-092018-10 Free Trial Leads Public Profiles Other SEO
  • 20. Web Redesign 6.5 5.2 4.8 1.5 1.1 1 CHANNEL NEW BUSINESS REVENUE ATTRIBUTION Direct Organic Search Newsletter Prospecting PPC Email 7.8 6.7 3.2 2.1 1.4 1.2 CHANNEL NEW BUSINESS REVENUE ATTRIBUTION Direct Organic Search Newsletter Prospecting PPC Email 2017 2018 6.5 5.2 1.1 7.8 6.7 1.4
  • 21. PPC 6.5 5.2 4.8 1.5 1.1 1 CHANNEL NEW BUSINESS REVENUE ATTRIBUTION Direct Organic Search Newsletter Prospecting PPC Email 7.8 6.7 3.2 2.1 1.4 1.2 CHANNEL NEW BUSINESS REVENUE ATTRIBUTION Direct Organic Search Newsletter Prospecting PPC Email 2017 2018 50% ROI 54% ROI
  • 22. Plan, Engage, Measure Profile Previews Website Revamp PPC