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Marketo Pro Tips to Help Take Your Marketing Ops to
the Next Level, June 29, 2017
Tips for Account-based Marketing Readiness (ABM)
Prash Shenoy
Chief Strategy Officer - Show Me Leads
Marketing Technologist and ABM Expert
ABM Speaker for today!
Source: Marketo
About ShowMeLeads
Who We Are
As a technology services partner, we consider any Marketo customer to be our potential customer.
Customizing and deploying the Marketo platform quickly and
effectively
Generating and nurturing quality leads
Ensuring long-term success in their lead qualification efforts
Crafting powerful marketing automation that grows revenues faster.
Problems We Solve
Extension of your
Marketing Team
Template design and
content creation
Difficulty managing
complex components of
existing marketing
automation programs
Health Check
/Optimization
Marketo Power User
Program
Migration and
Integration
Our selection of programs and services address a wide range of
problems clients experience so we can tailor a solution to their unique needs.
Agenda
ABOUT COMPANY TYPE
1. The buzzword ―ABM‖
2. Essentials of ABM
3. 5 Tips to effective ABM readiness
Agenda
ABOUT COMPANY TYPE
1. The buzzword ―ABM‖
2. Essentials of ABM
3. 5 Tips to effective ABM readiness
Is “ABM” a New Buzzword?
Account-Based Marketing (ABM)
“Focus on those accounts
that matter most”
ABM Flips the Marketing Funnel
―Who’s interested
in my products?‖
―Who do I want to sell my
products to?‖
Ref:Marketo ABM docs
Advantages of ABM
 Improve marketing ROI
 Drive attributed revenue
 Generate more qualified leads & opportunities
 Align sales and marketing
―97% of marketers achieved higher ROI with ABM then any other marketing activities‖ – Allterra..
Ref:Marketo ABM docs
Essential ABM Capabilities
Essential ABM Capabilities
Target — identify accounts and manage account lists
Engage — orchestrate personalized, cross-channel campaigns
Measure — evaluate revenue impact and optimize your ABM success
Ref:Marketo ABM docs
Five Tips To Account-Based Marketing
Identify
Accounts
Profile
Accounts
Create
Content
Launch
Campaigns
Measurement &
Analytics
1 2 3 4 5
Ref:Marketo ABM docs
Identify Target
Accounts
Identify People
within Target
Accounts
Build Personalized
Messaging &
Content
Select &
Customize
Channels
Target
Accounts Using
Account-Level
Campaigns
Analyze Results
at Account-Level
& Optimize
1 2 3
456
ABM Process Flow
Marketing
Sales
Ref:Marketo ABM docs
1. Identify High-Value Accounts
Account Identification Considerations
High Yield Product Fit Competitor’s
Customers
Strategic
Importance
1 2 3 4
Ref:Marketo ABM docs
Leverage Account Identification Tools
Ref:Marketo ABM docs
Target Account Scoring Model
Historical Data
• Win rate
• Deal Size
• Etc.
Firmographic Data
• Annual Revenue
• Employee Size
• Etc.
4K+ Signals
• Social Media Activity
• Funding
• Etc.
Ref:Marketo ABM docs
Target: Typical Account Targeting Strategies
Vertical Sub-Vertical Category Named Account Lists
• Mid-West Target Accounts
• Top 50 Retail Accounts
• Key Enterprise Accounts
• Existing Customers
• Prospects using Specific Technology
Ref:Marketo ABM docs
2. Account Profiling and Mapping
Account Profiling and Mapping
Build a plan to focus on the right part
of the organization:
• Gather research
• Financial health
• Business initiatives
• Personnel developments
• Technologies
• Org structure
• SWOT analysis
• Industry analysis
Ref:Marketo ABM docs
Account Profiling and Mapping Example
Ref:Marketo ABM docs
3. Create Compelling Content
Know your Buyer: What and When
Know your Buyer: What and When
Buying Stage
Early
Pre-purchase
Middle
Commit to Change
Late
Evaluation
Build awareness; address
pain points
Help buyers find you when
they are looking for solutions
Company-specific information
to help evaluate and re-affirm
selection
Content Types
Blog, eBook, research data
infographic, webinar, video
Buying guide, RFP templates,
ROI calculator, analyst
reports
Pricing, demos, services info,
3rd party reviews, customer
case studies
Persona #1 – End User
Persona #2 - Influencer
Ref:Marketo ABM docs
4. Develop Targeted & Personalized Campaigns
Multi-Channel Approach
• Use the channels that work for the objective
• Take a systematic approach
• Coordinate your story across channels
• Work closely with Sales
Ref:Marketo ABM docs
Decision Maker
Decision Maker LinkedIn, Facebook
Targeting, Website
Personalization
Field Events - Upcoming For Opt-ins Follow-up with Calls
Email
ProgramsGoal Identify
Drive
Awareness Engage Connect
Campaign Flow Example
Influencers Targeted Display Direct Email Campaigns Ongoing Email
Campaigns
Follow-up with those who
Engage
Email
ProgramsGoal Identify
Drive
Awareness Engage Connect
Influencers
Ref:Marketo ABM docs
ABM Funnel Tactical Approach
Leverage different marketing tactics utilizing personalized, consistent messaging
Ref:Marketo ABM docs
5. Measure and Analyze
Measure: Key Questions to Answer
1. Are my target accounts engaged?
2. How effective are my ABM programs?
3. What are my best bets within an account list?
4. Where are key decision makers in the buyer journey?
5. How do I optimize my ABM success?
Ref:Marketo ABM docs
Look at Metrics at Distinct Time Points
Example: Target Accounts
Goal = Create pipeline and revenue within target accounts
Metrics = early: engagement score, mid: number of meetings, late: pipeline and pipe coverage in TAs
Early
1
• Lift in website traffic – target
accounts visiting site
2
• New names in target account
(building out white space)
3
• Target accounts visiting
dedicated account pages,
converting
4
• Engagement score for set of
programs per month
Mid
1
• Program success with a target account
2
• Call connects (target accounts)
3
• # of meetings w/in target account
4
• Marketing qualified leads (MQLs) in target
account
1
• # of opportunities in target accounts
2
• First Touch Ratio
3
• Multi Touch Ratio
4
• Pipeline in target accounts
Late
Ref:Marketo ABM docs
4701 Patrick Henry Dr,
Santa Clara, CA 95054
OUR EMAIL
www.showmeleads.com
OUR PHONE
(408) 502 6SML [765]
OUR WEBSITE
services@ShowMeLeads.com

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Marketo Pro Tips to Help Take Your Marketing Ops to the Next Level [Part I]

  • 1. Marketo Pro Tips to Help Take Your Marketing Ops to the Next Level, June 29, 2017
  • 2. Tips for Account-based Marketing Readiness (ABM) Prash Shenoy Chief Strategy Officer - Show Me Leads Marketing Technologist and ABM Expert ABM Speaker for today! Source: Marketo
  • 4. Who We Are As a technology services partner, we consider any Marketo customer to be our potential customer. Customizing and deploying the Marketo platform quickly and effectively Generating and nurturing quality leads Ensuring long-term success in their lead qualification efforts Crafting powerful marketing automation that grows revenues faster.
  • 5. Problems We Solve Extension of your Marketing Team Template design and content creation Difficulty managing complex components of existing marketing automation programs Health Check /Optimization Marketo Power User Program Migration and Integration Our selection of programs and services address a wide range of problems clients experience so we can tailor a solution to their unique needs.
  • 6. Agenda ABOUT COMPANY TYPE 1. The buzzword ―ABM‖ 2. Essentials of ABM 3. 5 Tips to effective ABM readiness
  • 7. Agenda ABOUT COMPANY TYPE 1. The buzzword ―ABM‖ 2. Essentials of ABM 3. 5 Tips to effective ABM readiness
  • 8. Is “ABM” a New Buzzword?
  • 9. Account-Based Marketing (ABM) “Focus on those accounts that matter most”
  • 10. ABM Flips the Marketing Funnel ―Who’s interested in my products?‖ ―Who do I want to sell my products to?‖ Ref:Marketo ABM docs
  • 11. Advantages of ABM  Improve marketing ROI  Drive attributed revenue  Generate more qualified leads & opportunities  Align sales and marketing ―97% of marketers achieved higher ROI with ABM then any other marketing activities‖ – Allterra.. Ref:Marketo ABM docs
  • 13. Essential ABM Capabilities Target — identify accounts and manage account lists Engage — orchestrate personalized, cross-channel campaigns Measure — evaluate revenue impact and optimize your ABM success Ref:Marketo ABM docs
  • 14. Five Tips To Account-Based Marketing Identify Accounts Profile Accounts Create Content Launch Campaigns Measurement & Analytics 1 2 3 4 5 Ref:Marketo ABM docs
  • 15. Identify Target Accounts Identify People within Target Accounts Build Personalized Messaging & Content Select & Customize Channels Target Accounts Using Account-Level Campaigns Analyze Results at Account-Level & Optimize 1 2 3 456 ABM Process Flow Marketing Sales Ref:Marketo ABM docs
  • 17. Account Identification Considerations High Yield Product Fit Competitor’s Customers Strategic Importance 1 2 3 4 Ref:Marketo ABM docs
  • 18. Leverage Account Identification Tools Ref:Marketo ABM docs
  • 19. Target Account Scoring Model Historical Data • Win rate • Deal Size • Etc. Firmographic Data • Annual Revenue • Employee Size • Etc. 4K+ Signals • Social Media Activity • Funding • Etc. Ref:Marketo ABM docs
  • 20. Target: Typical Account Targeting Strategies Vertical Sub-Vertical Category Named Account Lists • Mid-West Target Accounts • Top 50 Retail Accounts • Key Enterprise Accounts • Existing Customers • Prospects using Specific Technology Ref:Marketo ABM docs
  • 21. 2. Account Profiling and Mapping
  • 22. Account Profiling and Mapping Build a plan to focus on the right part of the organization: • Gather research • Financial health • Business initiatives • Personnel developments • Technologies • Org structure • SWOT analysis • Industry analysis Ref:Marketo ABM docs
  • 23. Account Profiling and Mapping Example Ref:Marketo ABM docs
  • 25. Know your Buyer: What and When Know your Buyer: What and When Buying Stage Early Pre-purchase Middle Commit to Change Late Evaluation Build awareness; address pain points Help buyers find you when they are looking for solutions Company-specific information to help evaluate and re-affirm selection Content Types Blog, eBook, research data infographic, webinar, video Buying guide, RFP templates, ROI calculator, analyst reports Pricing, demos, services info, 3rd party reviews, customer case studies Persona #1 – End User Persona #2 - Influencer Ref:Marketo ABM docs
  • 26. 4. Develop Targeted & Personalized Campaigns
  • 27. Multi-Channel Approach • Use the channels that work for the objective • Take a systematic approach • Coordinate your story across channels • Work closely with Sales Ref:Marketo ABM docs
  • 28. Decision Maker Decision Maker LinkedIn, Facebook Targeting, Website Personalization Field Events - Upcoming For Opt-ins Follow-up with Calls Email ProgramsGoal Identify Drive Awareness Engage Connect Campaign Flow Example Influencers Targeted Display Direct Email Campaigns Ongoing Email Campaigns Follow-up with those who Engage Email ProgramsGoal Identify Drive Awareness Engage Connect Influencers Ref:Marketo ABM docs
  • 29. ABM Funnel Tactical Approach Leverage different marketing tactics utilizing personalized, consistent messaging Ref:Marketo ABM docs
  • 30. 5. Measure and Analyze
  • 31. Measure: Key Questions to Answer 1. Are my target accounts engaged? 2. How effective are my ABM programs? 3. What are my best bets within an account list? 4. Where are key decision makers in the buyer journey? 5. How do I optimize my ABM success? Ref:Marketo ABM docs
  • 32. Look at Metrics at Distinct Time Points Example: Target Accounts Goal = Create pipeline and revenue within target accounts Metrics = early: engagement score, mid: number of meetings, late: pipeline and pipe coverage in TAs Early 1 • Lift in website traffic – target accounts visiting site 2 • New names in target account (building out white space) 3 • Target accounts visiting dedicated account pages, converting 4 • Engagement score for set of programs per month Mid 1 • Program success with a target account 2 • Call connects (target accounts) 3 • # of meetings w/in target account 4 • Marketing qualified leads (MQLs) in target account 1 • # of opportunities in target accounts 2 • First Touch Ratio 3 • Multi Touch Ratio 4 • Pipeline in target accounts Late Ref:Marketo ABM docs
  • 33. 4701 Patrick Henry Dr, Santa Clara, CA 95054 OUR EMAIL www.showmeleads.com OUR PHONE (408) 502 6SML [765] OUR WEBSITE services@ShowMeLeads.com