Art Meets Science: How Marketers Can Transform Their Results With Predictive ...
Von Email Marketing zu Marketing Automation
1.
2. Von Email Marketing zu Marketing Automation
Thomas Tack
Account Executive| Marketo EMEA
3. Denken Sie an die komplette Organisation
• Marketing
• Sales
• IT
• CRM / E-commerce / DW
• Datenschutz / Datensicherheit
• Communications
• Agenturen & Partner
• Vorstand / Geschäftsführung
4. Integration
• Setzen Sie Prioritäten; Bi-
Direktional, Häufigkeit etc.
• Bilden Sie Prozesse darum z.B.
Lead Zuteilung; Trigger,
Nachrichten an Sales; Training
5. Marketing / Sales Alignment
• Bilden Sie einen Champion in Sales und
Marketing
• Sie müssen sich mit Vertrieb an EINEN TISCH
setzen für Plannungen und Entscheidungen:
• Lead Zuteilung zu verschiedenen Gebieten,
Industrien, Produkten etc.
• Scoring Kriterien
• Definieren Lead Stufe, KPIs, Target accounts
• SLA mit Sales
6.
7. Measure and Optimize the Sales Process
S S S
S SS
M M
M
M
M
M
M SAutomatisiert in Marketo CRM Triggers in Marketo
Marketing Verantwortung Sales Verantwortung
M
S
M
8. Was sind Meilensteine die Sie erreichen wollen?
• …..wenn Sie wechseln zu:
• Lead management
• Automatisierten Nurturing
• Account Based Marketing
• Webpersonalisierung in Echtzeit
9. Flow Conversion Impact Investment Revenue
Performance
Other
# New Names % Names to Prospects % of Pipeline
Contributed by
Marketing
Investment per New
Name
MT Opportunity
Created and Revenue
Expected
Balance of Prospects
in Key Stages
# Prospects % Prospects to MQLs Value of Pipeline
Contributed by
Marketing
Investment per
Prospect
Marketing Influence
on Opportunity
Created and Won
Balance of Open
Opportunities
# MQLs % MQLs to SALs % of Wins
Contributed by
Marketing
Investment per MQL MT Opportunity Won
by
Programs/Channels
Velocity/Cycle Time
for New Name to
MQL
# SALs % SALs to
Opportunities
Value of Wins
Contributed by
Marketing
Investment per SAL MQL Trend
Month/Month
Velocity/Cycle Time
for New Name to Win
# Opportunities % Opportunities to
Wins
Investment per
Opportunity
MQL Forecasting
# Wins Investment per Win Top 20 Programs by
MT ROI
# Losses Avg. Number of
Successes Per Win
Sinnvolle Kennzahlen
ALM: CRM integration/business process alignment with S/M; scoring; lead lifecycle/RCM
AN: Eng progs for new cust onboarding; retention/lapsed; top of the funnel etc.
ABM: see JA/MT materials
WP: see JA/MT materials
ALM: CRM integration/business process alignment with S/M; scoring; lead lifecycle/RCM
AN: Eng progs for new cust onboarding; retention/lapsed; top of the funnel etc.
ABM: see JA/MT materials
WP: see JA/MT materials
ALM: CRM integration/business process alignment with S/M; scoring; lead lifecycle/RCM
AN: Eng progs for new cust onboarding; retention/lapsed; top of the funnel etc.
ABM: see JA/MT materials
WP: see JA/MT materials
Within Marketo, you can create a model to measure and optimize your marketing and sales processes. The beginning of the funnel, seen here on the left, is controlled by marketing and is automated by Marketo. Once a lead is passed to sales, control over the progress of the lead is managed by sales in the CRM system, but Marketo still has visibility into all of the actions and reporting so that you can focus your optimization on the entire revenue cycle.
ALM: CRM integration/business process alignment with S/M; scoring; lead lifecycle/RCM
AN: Eng progs for new cust onboarding; retention/lapsed; top of the funnel etc.
ABM: see JA/MT materials
WP: see JA/MT materials
If you set up this revenue model in Marketo, you will get very useful metrics that can help you optimize your business. The model will give you information on flow, conversion, impact, and ROI, just to name a few.