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Power of Personalized Events in
Accelerating the Sales Cycle
Betsy Zikakis, VP Marketing
Patrick Cava, Product Marketing
Maximize Event Value for all Stakeholders
Marketers, Exhibitors/Sponsors, Attendees

Proven Platform

Support
for Millions of Attendees

Partner
with Event and Marketing Solutions

Enterprise EcoSystem

+600 Customers

Execute
Complex Events at Scale

Established
SaaS Business

Robust Infrastructure
Events help Buyers Move
Themselves Through the Buying Cycle

Map the Market
AWARENESS

Increase
Knowledge &
Connections

Dive into the Details
CONSIDERATION

Build Relationships

RESEARCH

Overcome Issues

ENGAGEMENT

Hone Best Practices

BUY

Learn New Directions
A Traditional Approach

Experience

Generalized

Connections

Existing Networks

Participation

Limited
A New Approach

Experience

Personalized

Connections

1:1 Appointments

Participation

Mobile & Social
Meet Attendees Where They Are in the Buying Cycle, Give Them
What They Need

Customer

Late Stage
Prospect

?

?

?
VP

?
Analyst

Early Stage
Prospect
Meet Attendees Where They Are in the Buying Cycle, Give Them
What They Need

Customer

Late Stage
Prospect

?

?

?
VP

Understand Who They Are

?
Analyst

Early Stage
Prospect
Meet Attendees Where They Are in the Buying Cycle, Give Them
What They Need
•
•

•
•

Product Usage
Integration Capabilities

Late Stage
Prospect

New Product Releases
Product Training

Customer

?
•
•

?
Market Trends
Thought Leadership

?
VP

Deliver Content They Need

•
•

Product Capabilities
Differentiators

?
Analyst

Early Stage
Prospect
Meet Attendees Where They Are in the Buying Cycle, Give Them
What They Need
•
•

•
•

Product Usage
Integration Capabilities

Late Stage
Prospect

New Product Releases
Product Training

Customer

?
•
•

?
Market Trends
Thought Leadership

?

•
•

Product Capabilities
Differentiators

?
Analyst

VP

Orchestrate Connections They Value

Early Stage
Prospect
Personalized Event Experiences
Personalized Event Experiences
Attendee Profiles
Name: Susan Smith
Email: ssmith@silverstone.com
Twitter: @silversue
Title: VP, Engineering
Industry: Financial Services
Company: Silverstone Financial
Revenue: >$500 million
Stage: Engaged Lead
Opportunity Value: ?
Time to Purchase: ?
Considering: ADTech, P3, DMR
Interests: Mobile, SDL
Objectives: Early Research

Name: Matt Wang
Email: mwang@stone.com
Twitter: @mattwang
Title: Software Engineer
Industry: Manufacturing
Company: Stone Industries
Revenue: >$100 million
Stage: Customer
Opportunity Value: $16,000
Time to Purchase: 30 Days
Considering: ADTech
Interests: Testing
Objectives: New Features
Personalized Event Experiences
Recommended Content

Executive Level
Recommendations

Technical User
Recommendations
Personalized Event Experiences
Matched Appointments
Personalized Event Experiences
Self-Scheduled Appointments
Personalized Event Experiences
Personalized Event View
Personalized Event Experiences
Accessible on Mobile Devices
Accelerate Revenue, Build Customer Loyalty

AWARENESS
CONSIDERATION
RESEARCH
ENGAGEMENT
BUY
Integrate Events into the Revenue Cycle

AWARENESS
CONSIDERATION
RESEARCH
ENGAGEMENT
BUY

Rich
Attendee
Profiles

Name: Susan Smith
Email: ssmith@silverstone.com
Twitter: @silversue
Title: VP, Engineering
Industry: Financial Services
Company: Silverstone Financial
Revenue: >$500 million
Stage: Engaged Lead
Opportunity Value: $250,000
Time to Purchase: 6 months
Considering: ADTech, P3, DMR
Interests: Mobile, SDL
Objectives: Early Research
Sessions: Market Trends, Mobile
Dev, Agile Leadership
Meetings: Analyst (2), Partners (1)
Social: Shares (7), Tweets (9)
Why Marketo-Certain Solution?
Incorporates events within the extended digital
marketing enterprise
•

•
•
•

•

Best of breed event management paired
w/ B.O.B. marketing automation
Use existing data to inform event
experience and streamline process
Optimize sales and marketing follow-up
Provide marketing and sales real-time
insight into event behavior,
engagement, and interest
Measure ROI of event spend more
effectively

Event
Management

Marketing
Automation

CRM
Before Event
Attendee Profile
First
Last
Title
Phone
Mobile
Address
State
Postal

Middle
Salutation
Company
Email
Marketo ID
City
Country
Fax

Custom
Revenue
Customer Type
Stage
Social

Industry
T-Shirt Size
Prod Interest
Considering

Import Profile Data

Design Event
During Event
Update
Profile
Interest
Social

Middle
Preferenc
es

Track Progress and Impact

Status
Reg Status
Site Tracking

Polls/Q’s

Profile
First
Last
Title
Phone
Mobile
Address
State
Postal

Middle
Salutation
Company
Email
Marketo ID
City
Country
Fax

Create new

CRM
After Event
Update

Status + Behavior
Attend Status
Site Tracking
Sessions
Payments
Gamification
Cost

Polls/Q’s
Appointments
Site Tracking
Travel
Ratings
Reg Source

Follow-Up + Measure

CRM
After Event
Update

Follow-Up + Measure

Status + Behavior
Attend Status
Site Tracking
Sessions
Payments
Gamification
Cost

Polls/Q’s
Appointments
Site Tracking
Travel
Ratings
Reg Source

CRM

Pipeline Velocity – Days per Stage
Personalized Events 148.6
Average Events
185.6
Personalized Events Accelerate Sales
•
•

•
•

Product Usage
Integration Capabilities

Late Stage
Prospect

New Product Releases
Product Training

Customer

?
•
•

?
Market Trends
Thought Leadership

?

•
•

Product Capabilities
Differentiators

?
Analyst

VP

Accelerate Buying Cycle
Capture Attendee Interests and Preferences
Incorporate Events in the Revenue Cycle

Early Stage
Prospect
Q&A Patrick
More on this from
Personalized
Event Experiences

How Marketers Accelerate
Revenue with Events

Digitizing
Events

More information at:

www.certain.com

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Power of Personalized Event Experiences in Accelerating the Sales Cycle

  • 1. Power of Personalized Events in Accelerating the Sales Cycle Betsy Zikakis, VP Marketing Patrick Cava, Product Marketing
  • 2. Maximize Event Value for all Stakeholders Marketers, Exhibitors/Sponsors, Attendees Proven Platform Support for Millions of Attendees Partner with Event and Marketing Solutions Enterprise EcoSystem +600 Customers Execute Complex Events at Scale Established SaaS Business Robust Infrastructure
  • 3. Events help Buyers Move Themselves Through the Buying Cycle Map the Market AWARENESS Increase Knowledge & Connections Dive into the Details CONSIDERATION Build Relationships RESEARCH Overcome Issues ENGAGEMENT Hone Best Practices BUY Learn New Directions
  • 5. A New Approach Experience Personalized Connections 1:1 Appointments Participation Mobile & Social
  • 6. Meet Attendees Where They Are in the Buying Cycle, Give Them What They Need Customer Late Stage Prospect ? ? ? VP ? Analyst Early Stage Prospect
  • 7. Meet Attendees Where They Are in the Buying Cycle, Give Them What They Need Customer Late Stage Prospect ? ? ? VP Understand Who They Are ? Analyst Early Stage Prospect
  • 8. Meet Attendees Where They Are in the Buying Cycle, Give Them What They Need • • • • Product Usage Integration Capabilities Late Stage Prospect New Product Releases Product Training Customer ? • • ? Market Trends Thought Leadership ? VP Deliver Content They Need • • Product Capabilities Differentiators ? Analyst Early Stage Prospect
  • 9. Meet Attendees Where They Are in the Buying Cycle, Give Them What They Need • • • • Product Usage Integration Capabilities Late Stage Prospect New Product Releases Product Training Customer ? • • ? Market Trends Thought Leadership ? • • Product Capabilities Differentiators ? Analyst VP Orchestrate Connections They Value Early Stage Prospect
  • 11. Personalized Event Experiences Attendee Profiles Name: Susan Smith Email: ssmith@silverstone.com Twitter: @silversue Title: VP, Engineering Industry: Financial Services Company: Silverstone Financial Revenue: >$500 million Stage: Engaged Lead Opportunity Value: ? Time to Purchase: ? Considering: ADTech, P3, DMR Interests: Mobile, SDL Objectives: Early Research Name: Matt Wang Email: mwang@stone.com Twitter: @mattwang Title: Software Engineer Industry: Manufacturing Company: Stone Industries Revenue: >$100 million Stage: Customer Opportunity Value: $16,000 Time to Purchase: 30 Days Considering: ADTech Interests: Testing Objectives: New Features
  • 12. Personalized Event Experiences Recommended Content Executive Level Recommendations Technical User Recommendations
  • 17. Accelerate Revenue, Build Customer Loyalty AWARENESS CONSIDERATION RESEARCH ENGAGEMENT BUY
  • 18. Integrate Events into the Revenue Cycle AWARENESS CONSIDERATION RESEARCH ENGAGEMENT BUY Rich Attendee Profiles Name: Susan Smith Email: ssmith@silverstone.com Twitter: @silversue Title: VP, Engineering Industry: Financial Services Company: Silverstone Financial Revenue: >$500 million Stage: Engaged Lead Opportunity Value: $250,000 Time to Purchase: 6 months Considering: ADTech, P3, DMR Interests: Mobile, SDL Objectives: Early Research Sessions: Market Trends, Mobile Dev, Agile Leadership Meetings: Analyst (2), Partners (1) Social: Shares (7), Tweets (9)
  • 19. Why Marketo-Certain Solution? Incorporates events within the extended digital marketing enterprise • • • • • Best of breed event management paired w/ B.O.B. marketing automation Use existing data to inform event experience and streamline process Optimize sales and marketing follow-up Provide marketing and sales real-time insight into event behavior, engagement, and interest Measure ROI of event spend more effectively Event Management Marketing Automation CRM
  • 20. Before Event Attendee Profile First Last Title Phone Mobile Address State Postal Middle Salutation Company Email Marketo ID City Country Fax Custom Revenue Customer Type Stage Social Industry T-Shirt Size Prod Interest Considering Import Profile Data Design Event
  • 21. During Event Update Profile Interest Social Middle Preferenc es Track Progress and Impact Status Reg Status Site Tracking Polls/Q’s Profile First Last Title Phone Mobile Address State Postal Middle Salutation Company Email Marketo ID City Country Fax Create new CRM
  • 22. After Event Update Status + Behavior Attend Status Site Tracking Sessions Payments Gamification Cost Polls/Q’s Appointments Site Tracking Travel Ratings Reg Source Follow-Up + Measure CRM
  • 23. After Event Update Follow-Up + Measure Status + Behavior Attend Status Site Tracking Sessions Payments Gamification Cost Polls/Q’s Appointments Site Tracking Travel Ratings Reg Source CRM Pipeline Velocity – Days per Stage Personalized Events 148.6 Average Events 185.6
  • 24. Personalized Events Accelerate Sales • • • • Product Usage Integration Capabilities Late Stage Prospect New Product Releases Product Training Customer ? • • ? Market Trends Thought Leadership ? • • Product Capabilities Differentiators ? Analyst VP Accelerate Buying Cycle Capture Attendee Interests and Preferences Incorporate Events in the Revenue Cycle Early Stage Prospect
  • 25. Q&A Patrick More on this from Personalized Event Experiences How Marketers Accelerate Revenue with Events Digitizing Events More information at: www.certain.com