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Customer Lifecycle Nurturing and
Eloqua: Like Peanut Butter and Jelly


                                 Geo Catano & Zee Jeremic
                   Sr Demand Gen Mgr & Principal Consultant
                                          Ariba & Accelent
About Me

• Geo Catano
• Senior Demand Gen Manager: Ariba Network &
  Discovery
• gcatano@ariba.com
• Managed Eloqua projects for 2 years
• Once held a grenade while detained by the
  military police of Colombia


 #EE12
What you are going to learn: Two simple
ideas, and one detailed one
1. Go beyond lead nurture and into Customer
   Nurture.
   • It’s not as hard as you might think…you may be 80%
     of the way there
1. You need data, but how do you get it?
2. The details
   • How to pull data from other non-CRM systems
   • How to use datacards to drive


  #EE12
About Ariba, an SAP Company
• Ariba…just joined the SAP family of
    companies
• Leader in cloud-based commerce solutions
    featuring the world’s largest business
    commerce network.                             Buyers           Sellers
• Annual revenues: $530 million*
     • 5 million paying subscribers from 60,000
       companies
• Two-sided business model targeting:                      $319B
     •   Global 2000 buyers
     •   Global 10 million sellers
     •   $319 B in annual transaction

    #EE12
*FY12 guidance
We’ve Been Building to This for Over a
     Decade
  Ariba Network Growth (2000 – 2012YTD)

                              Number of
                              Registered Members (1)
                                                                                                                                $319Bn
                 $$$          Transaction Volume                                                                                 730,000+
                                                                                                                           $202Bn
                                                                                                                 $135Bn
                                                                                                       $112Bn              700,000+
                                                                                             $108Bn
                                                                                    $99Bn                        427,868

                                                                         $101Bn                        351,394


                                                $43Bn
                                                        $59Bn    $74Bn

                                                                         179,872
                                                                                   200,305
                                                                                             289,482

                                     $21Bn
             $0.6Bn       $2Bn
                                                        121,017
                                    44,081      77,246
               2,665     15,918




                2000       2001          2002     2003    2004    2005      2006      2007     2008      2009      2010      2011     2012 YTD




Registered Members Includes Discovery.
Simple idea #1: Customer Nurture
    Pre-Sales                Repeat Customers                Evangelists




•   Welcome                          Cross sell
    • Quick start guides             •   You looked at this, you might be
    • Welcome from rep                   interested in that
•   Engage                           Upgrade
    • Best Practice guides           •   Usage thresholds
    • Tips from piers                •   Promotions, discount offers, etc
    • Key milestone messages         •   Welcome tracks (once upgraded)
    • Success Notes                  Renewals
                                     •   Success metrics
Simple idea # 2: Data, Data Every where

• Leverage your existing investment and
  expertise
• Customers are giving you data
  • Look for internal sources of data
• Find who owns that data and work
 with them to export it
  • Simple CSV file will do
 #EE12
Our Challenge – Overview




  11 languages
  Data generated by Cloud Product

• Supports key Cloud subscription business through
  marketing notifications.
• Three nurture plus six upgrade touches for customers
  who have crossed the freemium threshold
• Eleven languages
• All done MANUALLY
  #EE12
Our Challenge – Costs



Four primary costs
1. Third party vendor campaign set up costs
2. Third party email distribution costs
3. Customer support calls to answer questions about
   incorrect notifications
4. Team’s time managing lists and coordinating with third
   party vendor

  #EE12
About Me – Zee

• Zee Jeremic
• Principal Systems Consultant
• @jeremicz
• zee@accelentconsulting.com
• 5+ years experience with Eloqua
• Visited 46 US states by car (missing just the N-
  NW corner of Montana, Idaho, and Dakotas)


  #EE12
Our Solution – Customer Lifecycle Nurture

                        - 3 Welcome Emails
                        - 67 Upgrade Emails




                                     - Customer Data
                                     - Usage Data
- Language Routing                   - Behaviour Data
- 11 Email Send
- Admin Program
                                        Data Cards




  #EE12
Our Solution – Fully Automated
               Data populated into Excel,
               posted on SFTP server
   Data


                                                             Emails

                                                                      67 emails
                                                                      automatically
                Store in Data Cards to enable
                                                                      deploy supporting
                multiple notifications for
                                                                      11 languages and
 Data Cards     different invoices, save
  Data Cards    Contact fields
                                                                      time zones




                     Programs



                         Series of programs build to route
 #EE12                   data and support notifications
Here’s How We Used Eloqua




 #EE12
Create Emails (6 emails across 11 languages)




 #EE12
Get the Data (CSV or Excel will do)

• Create an automated Excel file ~30 fields for
  routing, send trigger and field merges
• Automatically posted on SFTP server daily with
  updates and new data




  #EE12
Automate Excel Import through SFTP

                       • Eloqua automatically
                         imports the file
                       • Fields mapped
                       • Automation triggered




 #EE12
Define Data Card Set and Fields




 #EE12
Programs Drive Automation (Routing)

• Routing for language and time zone communication




  #EE12
Programs Drive Automation (Send)

• Check eligibility and deploy in language and time zone




  #EE12
Programs Drive Automation (Admin)

• Assign business unit, control other communication




  #EE12
Automated Customer Lifecycle Nurture

• Drive high engagement – timing, personalization




  #EE12
Our Results

• $60K in costs, poof, gone!
   • Cost associated with vendor and email distribution costs
• Five day list lags, poof gone!
   • Reduced list lag (data pull to mail send) from as much as 5
     days to minutes.
• Two days of team’s time wasted monthly, poof gone!
   • Time it took for team to manage vendors, get and transfer
     lists, respond to manual errors
• Better customer experience…Lo and behold!
   • Notifications delivered in customers time zone, less errors
     higher deliverability (not yet measured)
  #EE12
Do This Next

• What are your milestones
• What data houses that information?
     •   CRM
     •   Support systems
     •   ERP, backend systems
     •   Product

• Is nurturing being done manually?
   • How much does that cost
• Leverage YOUR expertise and your company’s
 investment
 #EE12
Thank You

• Geo Catano
gcatano@ariba.com

• Zee Jeremic
zee@accelentconsulting.com




 #EE12

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TriStar Gold Corporate Presentation - April 2024
 

EE12 - Customer Lifecycle Nurture with Marketing Automation

  • 1. Customer Lifecycle Nurturing and Eloqua: Like Peanut Butter and Jelly Geo Catano & Zee Jeremic Sr Demand Gen Mgr & Principal Consultant Ariba & Accelent
  • 2. About Me • Geo Catano • Senior Demand Gen Manager: Ariba Network & Discovery • gcatano@ariba.com • Managed Eloqua projects for 2 years • Once held a grenade while detained by the military police of Colombia #EE12
  • 3. What you are going to learn: Two simple ideas, and one detailed one 1. Go beyond lead nurture and into Customer Nurture. • It’s not as hard as you might think…you may be 80% of the way there 1. You need data, but how do you get it? 2. The details • How to pull data from other non-CRM systems • How to use datacards to drive #EE12
  • 4. About Ariba, an SAP Company • Ariba…just joined the SAP family of companies • Leader in cloud-based commerce solutions featuring the world’s largest business commerce network. Buyers Sellers • Annual revenues: $530 million* • 5 million paying subscribers from 60,000 companies • Two-sided business model targeting: $319B • Global 2000 buyers • Global 10 million sellers • $319 B in annual transaction #EE12 *FY12 guidance
  • 5. We’ve Been Building to This for Over a Decade Ariba Network Growth (2000 – 2012YTD) Number of Registered Members (1) $319Bn $$$ Transaction Volume 730,000+ $202Bn $135Bn $112Bn 700,000+ $108Bn $99Bn 427,868 $101Bn 351,394 $43Bn $59Bn $74Bn 179,872 200,305 289,482 $21Bn $0.6Bn $2Bn 121,017 44,081 77,246 2,665 15,918 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 YTD Registered Members Includes Discovery.
  • 6. Simple idea #1: Customer Nurture Pre-Sales Repeat Customers Evangelists • Welcome Cross sell • Quick start guides • You looked at this, you might be • Welcome from rep interested in that • Engage Upgrade • Best Practice guides • Usage thresholds • Tips from piers • Promotions, discount offers, etc • Key milestone messages • Welcome tracks (once upgraded) • Success Notes Renewals • Success metrics
  • 7. Simple idea # 2: Data, Data Every where • Leverage your existing investment and expertise • Customers are giving you data • Look for internal sources of data • Find who owns that data and work with them to export it • Simple CSV file will do #EE12
  • 8. Our Challenge – Overview 11 languages Data generated by Cloud Product • Supports key Cloud subscription business through marketing notifications. • Three nurture plus six upgrade touches for customers who have crossed the freemium threshold • Eleven languages • All done MANUALLY #EE12
  • 9. Our Challenge – Costs Four primary costs 1. Third party vendor campaign set up costs 2. Third party email distribution costs 3. Customer support calls to answer questions about incorrect notifications 4. Team’s time managing lists and coordinating with third party vendor #EE12
  • 10. About Me – Zee • Zee Jeremic • Principal Systems Consultant • @jeremicz • zee@accelentconsulting.com • 5+ years experience with Eloqua • Visited 46 US states by car (missing just the N- NW corner of Montana, Idaho, and Dakotas) #EE12
  • 11. Our Solution – Customer Lifecycle Nurture - 3 Welcome Emails - 67 Upgrade Emails - Customer Data - Usage Data - Language Routing - Behaviour Data - 11 Email Send - Admin Program Data Cards #EE12
  • 12. Our Solution – Fully Automated Data populated into Excel, posted on SFTP server Data Emails 67 emails automatically Store in Data Cards to enable deploy supporting multiple notifications for 11 languages and Data Cards different invoices, save Data Cards Contact fields time zones Programs Series of programs build to route #EE12 data and support notifications
  • 13. Here’s How We Used Eloqua #EE12
  • 14. Create Emails (6 emails across 11 languages) #EE12
  • 15. Get the Data (CSV or Excel will do) • Create an automated Excel file ~30 fields for routing, send trigger and field merges • Automatically posted on SFTP server daily with updates and new data #EE12
  • 16. Automate Excel Import through SFTP • Eloqua automatically imports the file • Fields mapped • Automation triggered #EE12
  • 17. Define Data Card Set and Fields #EE12
  • 18. Programs Drive Automation (Routing) • Routing for language and time zone communication #EE12
  • 19. Programs Drive Automation (Send) • Check eligibility and deploy in language and time zone #EE12
  • 20. Programs Drive Automation (Admin) • Assign business unit, control other communication #EE12
  • 21. Automated Customer Lifecycle Nurture • Drive high engagement – timing, personalization #EE12
  • 22. Our Results • $60K in costs, poof, gone! • Cost associated with vendor and email distribution costs • Five day list lags, poof gone! • Reduced list lag (data pull to mail send) from as much as 5 days to minutes. • Two days of team’s time wasted monthly, poof gone! • Time it took for team to manage vendors, get and transfer lists, respond to manual errors • Better customer experience…Lo and behold! • Notifications delivered in customers time zone, less errors higher deliverability (not yet measured) #EE12
  • 23. Do This Next • What are your milestones • What data houses that information? • CRM • Support systems • ERP, backend systems • Product • Is nurturing being done manually? • How much does that cost • Leverage YOUR expertise and your company’s investment #EE12
  • 24. Thank You • Geo Catano gcatano@ariba.com • Zee Jeremic zee@accelentconsulting.com #EE12

Notas do Editor

  1. Denmark GDP about 300B Demand gen team consisting of marketing managers supported by a marketing operations team
  2. After we monetized and treated our sellers like customers, our Network growth exploded BHAG of 1 trillion and 2 million sellers Financial Services, consumer packaged goods and retail, Technology, Chemicals, Energy, Mining, Healthcare and Pharma, Manufacturing and Construction, Services and Other
  3. Third party vendor campaign set up costs Third party email distribution costs Customer support calls to answer questions about incorrect notifications Team’s time managing lists and coordinating with third party vendor Drive more revenue Email deliverability: better through eloqua(?) via timely delivery in local time zone
  4. Start internal dialogue: automate;
  5. “ What’s the one thing we want the audience to remember from this preso?”