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7 Marketing Automation
Strategies That Actually
Drive Business Results
The New Wonders of the World
Marketing Automation Mobile Phone Battery Life
Why Marketing Automation
Buying Has
Changed
Forever
The Landscape of the Buyer
Has Changed Forever
The customer’s path to purchase is forever changing.
The only thing that is predictable is that they will do
their research.
In fact, consumers have made 50% to 70% of their
decision before they even think about contacting you.
It’s your job as marketers to understand when, where
and how they’ll research their next purchase.
…And They Don’t Need Your Sales Pitch
Lifecycle Marketing
Marketing Automation
Paid Media
Website
Development
Search Engine
Optimization
Content Creation
CRM Database
Marketing
Automation
Contact Center
Analytics
KPI Reporting
Custom
Dashboards
Acquire Engage Optimize
Tiffany Tooley
Tiffany aims to help today’s marketers feel like they’re making a
difference. As the WW Marketing Leader for Digital Marketing
Agencies at IBM, she has the distinct pleasure of using her 15+
years of marketing and agency experience to help today’s
agencies best support their clients and grow their businesses.
She is responsible for developing a global strategy and campaigns
that can be executed to drive increased engagement and pipeline
opportunities around the world.
When she’s not busy coming up with her next greatest idea or
planning her next trip, she spends an obscene amount of time
online, coming up with (yet another!) house project and eagerly
anticipating the next Star Wars release or college football season.
Tiffany is the proud mom of two sons, both of which are Star
Wars and college football fans, as well. The house projects, they
can seemingly do without – go figure.
Christina Skinner
Christina is passionate about building strong teams that drive for
results – that are measurable. She has 15 years experience in
sales and marketing, with the majority in the for-profit education
sector. Currently, Christina is the Sr. Manager of Marketing at
Capella University leading the Brand Experiences team. She
manages strategy for the digital and communication experience
for prospects, learner and alumni, along with developing
strategies for referral, word-of-mouth and advocacy that drive
new and repeat business.
In her downtime, she is busy being super mom raising and
breaking up arguments between her two six year olds and doing
overpriced yoga in the burbs to keep her sanity. Her passionate
leadership style transcends into her family life – driving for
results. She micro-manages the family schedule, dominates Excel
spreadsheets and receives multiple online clothing subscriptions,
against her husband’s wishes.
Dave Woodbeck
Dave takes pride is starting a marketing consulting company
that included both strategy and technology before either
were cool. He leads the charge with an insane interest in the
wildly variable, yet strangely predictive, psychology of why
people buy – backed by a fascination (and knack) for
measurement systems that guide the needle in digital
marketing.
Dave is quick to point out that his experience gives him the
perspective to identify the marketing strategies and
executions that will work, and the humility to know that you
need an excellent team to deliver on those results. After
hours, Dave’s MN Wild hockey obsession is, in his words “a
complete alter ego dedicated to this crazy passion that
sometimes embarrasses me, but what can I say?”
Lack of
Effective Strategy
Our marketing research in partnership
with Ascend2 stated 58% of marketers
believe lack of an effective strategy as the
MOST SIGNIFICANT BARRIER to successful
marketing automation.
See Where
You’re Going First
Technology is just a tool.
Launching a program
without already thinking
about how you’ll use it is like
trying to assemble a piece of
Ikea Furniture without
instructions.
Benchmark Yourself
Benchmark Yourself
23%
35%
24%
14%
4%
Disciplined Approach
to Strategy
Let’s Chat Strategy
Write This Down!
Investing in technology won’t automatically
deliver an ROI. Technology is only a tool and it
is the overall strategy and implementation of
that strategy within the tool that brings the
return.
Benchmark Your Current State
Then Develop Strategies That
Build Your Maturity
Lack of
Ability or Know How
It’s hard to be a Jack or Jill of all traits. In
most cases marketing people don’t speak
IT and IT staff doesn’t understand
marketing lingo.
Marketing in the 2010’s is a
Left Brain & Right Brain Skill
The Infamous T-Shaped
Marketer
They’re an expert at their core discipline, yet
they understand jargon from other disciplines
well enough to call people out on their bullshit
baloney.
Let’s Chat Marketing Talent
Write This Down!
Digital marketing is in many ways advancing faster
than traditional marketers can transition and
universities teach. That means many marketing
professionals have a shallow understanding across
wide practices. In turn some digital marketers because
of their knowledge and success in one discipline are
handed other digital responsibilities that their skills or
bandwidth do not support.
You’ll likely find the best success is a mix of
in-house and outsources-professionals.
Define the priority, range and level
of digital skills required then create
training plans across teams.
Content Creation
and Development
Technology isn’t everything. When
communicating with your audience, how do
you know: What to say… When to say it...
Where to say it... How often to say it...
Good news, content
marketing is dead so
you don’t have to
worry about it
anymore
Defining the Terms
Content
Strategy
HAVE SOMETHING GOOD TO SAY
For the creation, publication and governance of
content
Content
Marketing
SAY IT WELL
To attract, engage and convert using content
The Messaging Gap
“It doesn’t matter what product
you buy. Most products are
now good enough to serve the
majority of users most of the
time.”
Simon Hayward, VP and
Gartner Fellow in Gartner blog
Structured Approach to
Content Development
Let’s Chat Content
Write This Down!
As technology increases our ability to
implement strategies and provide more
frequent and relevant messages, the need for
good content increases.
While focus tends to be on the technology and
strategy, don’t let your content and creative
get sidelined until the end. Have a content
strategy, and like all things digital LEAN is best.
Get to market quickly, test and revise along
the way.
Drive your message from the
corporate level to the person level.
Budget Constraints
It’s just like your parents told you…
Money doesn’t grow on trees!
Measurement Gap
But, many don’t know how to
align against revenue.
Opens and Clicks are important,
but that’s not what executives
care about.
Measurement See-Saw
Climb the Value Pyramid
Vision
Objectives
Goals
KPIs
Metrics & Measures
Let’s Chat Dollars
Write This Down!
Budget conversations are rarely fun dialogs.
However you can change the conversation by
understanding the value of your marketing
efforts. Validate your work by knowing your
data and how to project your return on
investment.
You’ll find you enjoy the budget talk much
more when you show how you’re investing in
growth, rather than a sunk cost.
Align your metrics to company
KPIs and stretch to sell the value.
Marketing | Sales | IT
Alignment
Why can’t we be friends. Three different
departments with very different
perspectives on how to achieve your
business goals.
Connection Points
Integrated Process Outcomes Integrated Data Points
Source: Sirius Decisions
Let’s Chat Team Alignment
Write This Down!
Everyone on your team wants to succeed. At
least we assume that’s the case. Natural silos
and communication breakdowns exist in
nearly every work environment.
Allow more freedom, even create a
playground for Marketing Technologists to
work across Marketing, Sales and IT to
develop and drive successful projects.
Agree on an outcome and create a
scorecard to keep each team
accountable.
Complexity of
Marketing Technology
Implementing Marketing Technology can
seem like you’re stuck in a maze. You’ve
heard this before:
LEAD DISTRIBUTION / ROUTING LEAD PRIORITISATION /
LEAD INSIGHTS
INBOUND
OUTBOUND
CHANNELS LEAD SOURCES
Email
Forms
Landing Pages
MARKETING
QUALIFIED LEAD
NURTURING
• Low Quality
Leads
• Lifecycle
• Cross Sell
• Acceleration
• Retention
• Welcome /
Onboarding
CONTACT RULES
• Suppression
• Contact
Thresholds
• Recency
REAL-TIME CLOSED LOOP ANALYTICS
Segmentation
Lead Recycling (Prospect or
Customer is not ready)
Sale
SCORING
MODELLING / ANALYSIS / SEGMENTATION
Propensity Models
+ Early Adopter
+ Next Logical Product
+ Retention
Analysis & Recommendations
+ Detailed analysis of data
+ Recommendation to marketers for inflight campaign
optimisation
Implicit (Behavioural)
+10 – Home Loan SEO
+15 – Home Loan Landing Page
+35 – Filled Out Form
+ 5 – Visited Blog
Explicit (What Customer Tells Us/What We
Know)
+10 – Job Title Contains Executive
+15 – Existing Product (Credit Card)
+15 – Postcode
NEW LEAD
PROCESSING
Immediate
Hot Leads
AWARENESS NAMES PROSPECTS LEADS OPPORTUNITY SALE
OTR
LEAD / CUSTOMER
ENGAGEMENT &
FOLLOW UP
• Work Activities
• Tasks
• Blog
• eDM
• Direct Mail
• Ad Targeting
• UIB
• Social
• Content
• Landing Pages
• Forms
• Events
• Webinars
Branch
Referrals
DB/PAS
Customer Centric View
Events
Data Management Analytics Reporting
Work the Technology
Invest 90% of your
budget in people and
10% in technology
- Avinish Kaushik
http://www.kaushik.net/avinash/the-10-
90-rule-for-magnificient-web-analytics-
success/
Let’s Chat Marketing Technology
Write This Down!
The goal of marketing technology is to make it
easy for a marketer to use and not involve IT.
But it is not always that easy.
A new bread of marketers are evolving
“Marketing Technologists” to assist in the
implementation, integration and ongoing
strategy and management of technology
solutions in the marketing stack – build your
team with this in mind so that traditional
marketers receive the technology support
required to be successful
Invest more in people who
understand the technology than
the technology itself.
Migration
Integration
Implementation
Yes, we’ve identified a new marketing
platform that will make our lives easier.
Now what?
Impact
Time
Delivered
11 Months +
Project
OH SNAP!
1 Months +
Traditional Implementation Approach
Impact
Time
11 Months +
Project
OH SNAP!
1 Months +
OH SNAP!
Delivered
Delivered
OH SNAP!
Delivered
Delivered
Rapid Iterative Approach
Let’s Chat Migration|Integration|Implementation
Write This Down!
The real challenge is in the migration and integration
and implementation of your shiny new platform. It’s
the baseline to ensuring successful strategies are
executed.
Careful, as strategy can easily be lost in translation
between IT and Marketing. Even vendors may not have
a true understanding of your strategies. So this final
challenge brings us right back to the beginning… Have
a sound strategy and know how to communicate it
across departments and skill sets.
Develop in a rapid iterative fashion
with many demonstrations to
ensure you stay aligned with
strategy.
Let’s Recap
Strategy Summary
1. Benchmark Your Current State Then Develop
Strategies That Build Your Maturity
2. Define the priority, range and level of digital skills
required then create training plans across teams.
3. Drive your message from the corporate level to the
person level.
4. Align your metrics to company KPIs and stretch to sell
the value.
5. Agree on an outcome and create a scorecard to keep
each team accountable.
6. Invest more in people who understand the technology
than the technology itself.
7. Develop in a rapid iterative fashion with many
demonstrations to ensure you stay aligned with strategy.
…On to the next
wonder of the world
Please help yourself to a party favor
tonight and RE-CHARGE anytime you
need it.
Thank You!
The panel discussion is over, but the fun isn’t!
Feel free to stick around for drinks, networking and fun.

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7 Marketing Automation Strategies That Actually Drive Business Results

  • 1. 7 Marketing Automation Strategies That Actually Drive Business Results
  • 2. The New Wonders of the World Marketing Automation Mobile Phone Battery Life
  • 5. The Landscape of the Buyer Has Changed Forever The customer’s path to purchase is forever changing. The only thing that is predictable is that they will do their research. In fact, consumers have made 50% to 70% of their decision before they even think about contacting you. It’s your job as marketers to understand when, where and how they’ll research their next purchase.
  • 6. …And They Don’t Need Your Sales Pitch
  • 7. Lifecycle Marketing Marketing Automation Paid Media Website Development Search Engine Optimization Content Creation CRM Database Marketing Automation Contact Center Analytics KPI Reporting Custom Dashboards Acquire Engage Optimize
  • 8. Tiffany Tooley Tiffany aims to help today’s marketers feel like they’re making a difference. As the WW Marketing Leader for Digital Marketing Agencies at IBM, she has the distinct pleasure of using her 15+ years of marketing and agency experience to help today’s agencies best support their clients and grow their businesses. She is responsible for developing a global strategy and campaigns that can be executed to drive increased engagement and pipeline opportunities around the world. When she’s not busy coming up with her next greatest idea or planning her next trip, she spends an obscene amount of time online, coming up with (yet another!) house project and eagerly anticipating the next Star Wars release or college football season. Tiffany is the proud mom of two sons, both of which are Star Wars and college football fans, as well. The house projects, they can seemingly do without – go figure.
  • 9. Christina Skinner Christina is passionate about building strong teams that drive for results – that are measurable. She has 15 years experience in sales and marketing, with the majority in the for-profit education sector. Currently, Christina is the Sr. Manager of Marketing at Capella University leading the Brand Experiences team. She manages strategy for the digital and communication experience for prospects, learner and alumni, along with developing strategies for referral, word-of-mouth and advocacy that drive new and repeat business. In her downtime, she is busy being super mom raising and breaking up arguments between her two six year olds and doing overpriced yoga in the burbs to keep her sanity. Her passionate leadership style transcends into her family life – driving for results. She micro-manages the family schedule, dominates Excel spreadsheets and receives multiple online clothing subscriptions, against her husband’s wishes.
  • 10. Dave Woodbeck Dave takes pride is starting a marketing consulting company that included both strategy and technology before either were cool. He leads the charge with an insane interest in the wildly variable, yet strangely predictive, psychology of why people buy – backed by a fascination (and knack) for measurement systems that guide the needle in digital marketing. Dave is quick to point out that his experience gives him the perspective to identify the marketing strategies and executions that will work, and the humility to know that you need an excellent team to deliver on those results. After hours, Dave’s MN Wild hockey obsession is, in his words “a complete alter ego dedicated to this crazy passion that sometimes embarrasses me, but what can I say?”
  • 11. Lack of Effective Strategy Our marketing research in partnership with Ascend2 stated 58% of marketers believe lack of an effective strategy as the MOST SIGNIFICANT BARRIER to successful marketing automation.
  • 12. See Where You’re Going First Technology is just a tool. Launching a program without already thinking about how you’ll use it is like trying to assemble a piece of Ikea Furniture without instructions.
  • 17. Write This Down! Investing in technology won’t automatically deliver an ROI. Technology is only a tool and it is the overall strategy and implementation of that strategy within the tool that brings the return. Benchmark Your Current State Then Develop Strategies That Build Your Maturity
  • 18. Lack of Ability or Know How It’s hard to be a Jack or Jill of all traits. In most cases marketing people don’t speak IT and IT staff doesn’t understand marketing lingo.
  • 19. Marketing in the 2010’s is a Left Brain & Right Brain Skill
  • 20. The Infamous T-Shaped Marketer They’re an expert at their core discipline, yet they understand jargon from other disciplines well enough to call people out on their bullshit baloney.
  • 22. Write This Down! Digital marketing is in many ways advancing faster than traditional marketers can transition and universities teach. That means many marketing professionals have a shallow understanding across wide practices. In turn some digital marketers because of their knowledge and success in one discipline are handed other digital responsibilities that their skills or bandwidth do not support. You’ll likely find the best success is a mix of in-house and outsources-professionals. Define the priority, range and level of digital skills required then create training plans across teams.
  • 23. Content Creation and Development Technology isn’t everything. When communicating with your audience, how do you know: What to say… When to say it... Where to say it... How often to say it...
  • 24. Good news, content marketing is dead so you don’t have to worry about it anymore
  • 25. Defining the Terms Content Strategy HAVE SOMETHING GOOD TO SAY For the creation, publication and governance of content Content Marketing SAY IT WELL To attract, engage and convert using content
  • 26. The Messaging Gap “It doesn’t matter what product you buy. Most products are now good enough to serve the majority of users most of the time.” Simon Hayward, VP and Gartner Fellow in Gartner blog
  • 29. Write This Down! As technology increases our ability to implement strategies and provide more frequent and relevant messages, the need for good content increases. While focus tends to be on the technology and strategy, don’t let your content and creative get sidelined until the end. Have a content strategy, and like all things digital LEAN is best. Get to market quickly, test and revise along the way. Drive your message from the corporate level to the person level.
  • 30. Budget Constraints It’s just like your parents told you… Money doesn’t grow on trees!
  • 31. Measurement Gap But, many don’t know how to align against revenue. Opens and Clicks are important, but that’s not what executives care about.
  • 33. Climb the Value Pyramid Vision Objectives Goals KPIs Metrics & Measures
  • 35. Write This Down! Budget conversations are rarely fun dialogs. However you can change the conversation by understanding the value of your marketing efforts. Validate your work by knowing your data and how to project your return on investment. You’ll find you enjoy the budget talk much more when you show how you’re investing in growth, rather than a sunk cost. Align your metrics to company KPIs and stretch to sell the value.
  • 36. Marketing | Sales | IT Alignment Why can’t we be friends. Three different departments with very different perspectives on how to achieve your business goals.
  • 37. Connection Points Integrated Process Outcomes Integrated Data Points Source: Sirius Decisions
  • 38. Let’s Chat Team Alignment
  • 39. Write This Down! Everyone on your team wants to succeed. At least we assume that’s the case. Natural silos and communication breakdowns exist in nearly every work environment. Allow more freedom, even create a playground for Marketing Technologists to work across Marketing, Sales and IT to develop and drive successful projects. Agree on an outcome and create a scorecard to keep each team accountable.
  • 40. Complexity of Marketing Technology Implementing Marketing Technology can seem like you’re stuck in a maze. You’ve heard this before:
  • 41.
  • 42. LEAD DISTRIBUTION / ROUTING LEAD PRIORITISATION / LEAD INSIGHTS INBOUND OUTBOUND CHANNELS LEAD SOURCES Email Forms Landing Pages MARKETING QUALIFIED LEAD NURTURING • Low Quality Leads • Lifecycle • Cross Sell • Acceleration • Retention • Welcome / Onboarding CONTACT RULES • Suppression • Contact Thresholds • Recency REAL-TIME CLOSED LOOP ANALYTICS Segmentation Lead Recycling (Prospect or Customer is not ready) Sale SCORING MODELLING / ANALYSIS / SEGMENTATION Propensity Models + Early Adopter + Next Logical Product + Retention Analysis & Recommendations + Detailed analysis of data + Recommendation to marketers for inflight campaign optimisation Implicit (Behavioural) +10 – Home Loan SEO +15 – Home Loan Landing Page +35 – Filled Out Form + 5 – Visited Blog Explicit (What Customer Tells Us/What We Know) +10 – Job Title Contains Executive +15 – Existing Product (Credit Card) +15 – Postcode NEW LEAD PROCESSING Immediate Hot Leads AWARENESS NAMES PROSPECTS LEADS OPPORTUNITY SALE OTR LEAD / CUSTOMER ENGAGEMENT & FOLLOW UP • Work Activities • Tasks • Blog • eDM • Direct Mail • Ad Targeting • UIB • Social • Content • Landing Pages • Forms • Events • Webinars Branch Referrals DB/PAS Customer Centric View Events Data Management Analytics Reporting
  • 43. Work the Technology Invest 90% of your budget in people and 10% in technology - Avinish Kaushik http://www.kaushik.net/avinash/the-10- 90-rule-for-magnificient-web-analytics- success/
  • 45. Write This Down! The goal of marketing technology is to make it easy for a marketer to use and not involve IT. But it is not always that easy. A new bread of marketers are evolving “Marketing Technologists” to assist in the implementation, integration and ongoing strategy and management of technology solutions in the marketing stack – build your team with this in mind so that traditional marketers receive the technology support required to be successful Invest more in people who understand the technology than the technology itself.
  • 46. Migration Integration Implementation Yes, we’ve identified a new marketing platform that will make our lives easier. Now what?
  • 47. Impact Time Delivered 11 Months + Project OH SNAP! 1 Months + Traditional Implementation Approach
  • 48. Impact Time 11 Months + Project OH SNAP! 1 Months + OH SNAP! Delivered Delivered OH SNAP! Delivered Delivered Rapid Iterative Approach
  • 50. Write This Down! The real challenge is in the migration and integration and implementation of your shiny new platform. It’s the baseline to ensuring successful strategies are executed. Careful, as strategy can easily be lost in translation between IT and Marketing. Even vendors may not have a true understanding of your strategies. So this final challenge brings us right back to the beginning… Have a sound strategy and know how to communicate it across departments and skill sets. Develop in a rapid iterative fashion with many demonstrations to ensure you stay aligned with strategy.
  • 52. Strategy Summary 1. Benchmark Your Current State Then Develop Strategies That Build Your Maturity 2. Define the priority, range and level of digital skills required then create training plans across teams. 3. Drive your message from the corporate level to the person level. 4. Align your metrics to company KPIs and stretch to sell the value. 5. Agree on an outcome and create a scorecard to keep each team accountable. 6. Invest more in people who understand the technology than the technology itself. 7. Develop in a rapid iterative fashion with many demonstrations to ensure you stay aligned with strategy.
  • 53. …On to the next wonder of the world Please help yourself to a party favor tonight and RE-CHARGE anytime you need it.
  • 54. Thank You! The panel discussion is over, but the fun isn’t! Feel free to stick around for drinks, networking and fun.

Hinweis der Redaktion

  1. Sometimes it helps to (over?) simplify.