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5 Steps to an Account-Based
Marketing Strategy
5 Steps to an Account-Based
Marketing Strategy
July 17, 2013
Mike Telem
VP of Business Development
& Co-founder
David Myers
Marketing Campaign Strategist
Twitter
#5stepABM
Webinar Overview
1. What is Account-Based Marketing (ABM)?
2. Why take an ABM approach?
3. 5 Step plan to an ABM strategy
4. ABM use case example
#5stepABM
What is Account-Based Marketing?
“Focusing marketing and sales on the
accounts most likely to generate
revenue or meet other strategic goals”
ABM allows marketers to scale growth
and revenue by generating marketing-
sourced deals.
#5stepABM
Hitting the Sweet Spot
Typical attributes of target accounts:
• Firmographic: Industry/Revenue/Location
• Sales Named Accounts
• Behavioral: Customer Journey, Product Interest
#5stepABM
Advantages of an ABM Approach
Improve marketing impact and ROI by focusing
your efforts and resources on high-yield prospects.
Scale your revenue by increasing the number of
marketing-sourced deals and accelerating customer
acquisition of “dream” prospects.
“With Account-Based Marketing, we were able to generate the deals the
whole company was talking about.” VP Marketing, Panaya
#5stepABM
Case Study Example
Panaya helps companies that use ERP reduce 70% of
their upgrade, testing risk and effort.
1. Target new customer segment
2. Increase focus on Fortune 1000 companies
#5stepABM
5 Steps to an ABM Strategy
#5stepABM
Step 1:
Discover & Define High-Value Accounts
Review sales history in terms of revenue, profitability
and sales cycle
Determine account profiles
• Industry, location, revenue, technology, named accounts
• Behavior, customer journey and target personas
Correlate with strategic goals
• Regional expansion, market share growth, big brands,
competitors’ customers
#5stepABM
Step 2:
Define Personalized & Effective Messaging
• Discover existing content assets
• Correlate assets to firmographics, personas
and customer journey goals
• Offer value, don’t over personalize
• Optimize by success
#5stepABM
Step 3:
Determine Optimized Channels
• One size does not fit all
• Set up the touchpoints and nurture plan
• Keep the message consistent across channels
• Digital: website, social, PPC, blogs, referrals,
email
• Traditional: relevant magazines, events
#5stepABM
Step 4:
Execute Targeted Campaigns
“Relevant, engaging and compelling content is the main
ingredient for content success”
(B2B Content Marketing Report 2013)
“82% of prospects value content targeted to their specific
industry and 67% find content targeted to their job
function valuable”
(Marketing Sherpa)
#5stepABM
Step 4:
Execute Targeted Campaigns
• Speed and Relevancy
• Focus on top-funnel, inbound prospects
• Keep sales in the loop for quick response & feedback
• Real-time targeting & personalization (onsite and attentive)
#5stepABM
Case Study: SAP & Oracle
#5stepABM
Case Study: SAP & Oracle
#5stepABM
Case Study: Oracle
#5stepABM
Step 5:
Measure, Learn and Optimize
• Track the entire sales and marketing funnel
• Discover inbound accounts to track early results
• Measure interactions and engagements
• Monitor sales feedback and account traction
• Measure conversion metrics: increase in revenue,
reduce sales cycle time, customer loyalty
#5stepABM
Summary
Focus Marketing and Sales on key accounts that provide
the highest revenue or meet strategic goals.
#5stepABM
Next Steps
• Accelerate your path to an ABM strategy
• Speak to an ABM expert to start the process
• www.insightera.com/abm-expert
• Join us for an advanced ABM webinar
• www.insightera.com/abm-advanced
• Connect with us: @insightera, mike@insightera.com

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5 Steps for an Account-Based Marketing Strategy

  • 1. 5 Steps to an Account-Based Marketing Strategy
  • 2. 5 Steps to an Account-Based Marketing Strategy July 17, 2013 Mike Telem VP of Business Development & Co-founder David Myers Marketing Campaign Strategist
  • 4. Webinar Overview 1. What is Account-Based Marketing (ABM)? 2. Why take an ABM approach? 3. 5 Step plan to an ABM strategy 4. ABM use case example #5stepABM
  • 5. What is Account-Based Marketing? “Focusing marketing and sales on the accounts most likely to generate revenue or meet other strategic goals” ABM allows marketers to scale growth and revenue by generating marketing- sourced deals. #5stepABM
  • 6. Hitting the Sweet Spot Typical attributes of target accounts: • Firmographic: Industry/Revenue/Location • Sales Named Accounts • Behavioral: Customer Journey, Product Interest #5stepABM
  • 7. Advantages of an ABM Approach Improve marketing impact and ROI by focusing your efforts and resources on high-yield prospects. Scale your revenue by increasing the number of marketing-sourced deals and accelerating customer acquisition of “dream” prospects. “With Account-Based Marketing, we were able to generate the deals the whole company was talking about.” VP Marketing, Panaya #5stepABM
  • 8. Case Study Example Panaya helps companies that use ERP reduce 70% of their upgrade, testing risk and effort. 1. Target new customer segment 2. Increase focus on Fortune 1000 companies #5stepABM
  • 9. 5 Steps to an ABM Strategy #5stepABM
  • 10. Step 1: Discover & Define High-Value Accounts Review sales history in terms of revenue, profitability and sales cycle Determine account profiles • Industry, location, revenue, technology, named accounts • Behavior, customer journey and target personas Correlate with strategic goals • Regional expansion, market share growth, big brands, competitors’ customers #5stepABM
  • 11. Step 2: Define Personalized & Effective Messaging • Discover existing content assets • Correlate assets to firmographics, personas and customer journey goals • Offer value, don’t over personalize • Optimize by success #5stepABM
  • 12. Step 3: Determine Optimized Channels • One size does not fit all • Set up the touchpoints and nurture plan • Keep the message consistent across channels • Digital: website, social, PPC, blogs, referrals, email • Traditional: relevant magazines, events #5stepABM
  • 13. Step 4: Execute Targeted Campaigns “Relevant, engaging and compelling content is the main ingredient for content success” (B2B Content Marketing Report 2013) “82% of prospects value content targeted to their specific industry and 67% find content targeted to their job function valuable” (Marketing Sherpa) #5stepABM
  • 14. Step 4: Execute Targeted Campaigns • Speed and Relevancy • Focus on top-funnel, inbound prospects • Keep sales in the loop for quick response & feedback • Real-time targeting & personalization (onsite and attentive) #5stepABM
  • 15. Case Study: SAP & Oracle #5stepABM
  • 16. Case Study: SAP & Oracle #5stepABM
  • 18. Step 5: Measure, Learn and Optimize • Track the entire sales and marketing funnel • Discover inbound accounts to track early results • Measure interactions and engagements • Monitor sales feedback and account traction • Measure conversion metrics: increase in revenue, reduce sales cycle time, customer loyalty #5stepABM
  • 19. Summary Focus Marketing and Sales on key accounts that provide the highest revenue or meet strategic goals. #5stepABM
  • 20. Next Steps • Accelerate your path to an ABM strategy • Speak to an ABM expert to start the process • www.insightera.com/abm-expert • Join us for an advanced ABM webinar • www.insightera.com/abm-advanced • Connect with us: @insightera, mike@insightera.com

Editor's Notes

  1. (market expansion, market share growth)”