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Mapping	
  Your	
  Marke.ng	
  Processes	
  	
  
To	
  Automate	
  Them	
  
A	
  li8le	
  about	
  me	
  
•  Sold	
  knives	
  to	
  SaaS	
  and	
  everything	
  in-­‐between	
  
•  Ran	
  marke7ng	
  for	
  small	
  startup	
  
•  Brand	
  New	
  Uncle	
  
Marke.ng	
  Automa.on	
  is	
  Great	
  Technology	
  
But	
  it	
  can	
  fail	
  
The	
  Failure	
  of	
  Marke.ng	
  Automa.on	
  

•    Typically	
  not	
  a	
  technology	
  issue	
  
•    Need	
  a	
  marke7ng	
  process	
  
•    No	
  plan	
  for	
  targeted	
  buyer	
  personas	
  
•    Focus	
  on	
  quan7ty	
  and	
  not	
  quality	
  
     (sales	
  and	
  marke7ng	
  alignment)	
  
Iden.fying	
  the	
  Marke.ng	
  Process	
  

•  Situa7on	
  Analysis	
  
    •  5	
  C	
  analysis	
  
    •  SWOT	
  analysis	
  
•  Marke7ng	
  Strategy	
  
    •  Targe7ng	
  
    •  Segmenta7on	
  
    •  Content	
  Planning	
  
    •  Value	
  Proposi7on	
  
•  Marke7ng	
  and	
  Sales	
  Alignment	
  
Situa.on	
  Analysis	
  

•  5	
  C’s	
               •  SWOT	
  Analysis	
  
    •  Company	
                •  Strengths	
  
    •  Customers	
              •  Weaknesses	
  
    •  Compe7tors	
             •  Opportuni7es	
  
    •  Collaborators	
          •  Threats	
  
    •  Climate	
  
Targe.ng	
  and	
  Segmenta.on	
  

•  Targe7ng	
                            •  Segmenta7on	
  
   •    Single	
  segment	
                 •  Loca7on	
  
   •    Selec7ve	
  specializa7on	
         •  Company	
  type	
  
   •    Product	
  specializa7on	
          •  Behavioral	
  
   •    Market	
  specializa7on	
              characteris7cs	
  
   •    Full	
  market	
  coverage	
  
Content	
  Strategy	
  

•    Editorial	
  strategy	
  
•    Web	
  wri7ng	
  
•    MetaData	
  strategy	
  
•    SEO	
  
•  Content	
  management	
  strategy	
  
•  Content	
  channel	
  distribu7on	
  strategy	
  
Value	
  Proposi.on	
  

•  Crea7ng	
  segmented	
  value	
  props	
  
•  Discover,	
  don’t	
  dictate	
  
•  Isolate	
  discoveries	
  
Sales	
  and	
  Marke.ng	
  Alignment	
  

•    Tie	
  marke7ng	
  and	
  sales	
  goals	
  together	
  
•    Clear	
  defini7on	
  of	
  a	
  lead	
  
•    Clear	
  defini7on	
  of	
  rou7ng	
  
•    Process	
  that	
  allows	
  sales	
  teams	
  to	
  push	
  
     leads	
  back	
  to	
  marke7ng	
  
With	
  a	
  Process	
  in	
  Place	
  
Sales	
  and	
  Marke.ng	
  Alignment	
  

•    “Set	
  and	
  Forget”	
  marke7ng	
  campaigns	
  
•    Lead	
  segmenta7on	
  
•    Iden7fy	
  marke7ng	
  qualified	
  leads	
  
•    Lead	
  rou7ng	
  
•    Closed	
  loop	
  ROI	
  repor7ng	
  
Campaign	
  Process	
  

                                 Validate	
  Offering	
      Build	
  Campaigns,	
  
Iden7fy	
  Campaign	
  
                                   Demand	
  via	
          Goals,	
  Timing	
  and	
  
    Offering	
  
                                     Research	
                  Budget	
  




                                                              Iden7fy	
  Sales	
  
Develop	
  Segments	
            Create	
  Collateral	
  
                                                              Team	
  Support	
  




                                                            Track	
  Success	
  and	
  
Prep	
  SEO,	
  PR,	
  Ads	
     Launch	
  Campaign	
       Adjust	
  as	
  needed	
  
Set	
  and	
  Forget	
  Campaigns	
  

•    Forms/Landing	
  Pages	
  
•    Page	
  Views/Interests	
  
•    Segment	
  leads	
  
•    Iden7fy	
  hot	
  leads	
  
•    Route	
  them	
  to	
  sales	
  


                                      Run	
  
                                    campaign	
  
Lead	
  Segmenta.on	
  
Iden.fying	
  Marke.ng	
  Qualified	
  Leads	
  

•  Track	
  online	
  behavior	
  to	
  iden7fy	
  interest	
  
•  Create	
  buyer	
  profiles	
  with	
  a	
  grading	
  scale	
  
      Visits                        Page Views
      Google AdWords                Google Keyword Searches
      Yahoo Keywords                Site Searches
      Drip Nurturing Email Clicks   Email Opens
      Email Link Clicks             Webinar Responses
      Twitter                       LinkedIn
      Facebook                      Website Chats
Lead	
  Rou.ng	
  
Closed	
  Loop	
  ROI	
  Repor.ng	
  

•  Two	
  op7ons	
  
   •  Use	
  CRM	
  
   •  Use	
  Marke7ng	
  Automa7on	
  Tool	
  




         Campaigns	
                    $$$$$$	
  
Ques.ons	
  
Contact	
  Informa.on	
  
                               Pardot	
  
Adam	
  Dewey	
                950	
  East	
  Paces	
  Ferry	
  Rd	
  
Sales	
  Manager	
             Suite	
  3300	
  
Adam.Dewey@pardot.com	
        Atlanta,	
  Georgia	
  30326	
  
@adamdeweypardot	
  
                               	
  
hp://about.me/adamdewey	
     	
  
                               404.492.6845	
  x144	
  
                               877.3B2B.ROI	
  
                               www.pardot.com	
  

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Mapping Your Marketing Processes to Automate Them

  • 1. Mapping  Your  Marke.ng  Processes     To  Automate  Them  
  • 2. A  li8le  about  me   •  Sold  knives  to  SaaS  and  everything  in-­‐between   •  Ran  marke7ng  for  small  startup   •  Brand  New  Uncle  
  • 3. Marke.ng  Automa.on  is  Great  Technology   But  it  can  fail  
  • 4. The  Failure  of  Marke.ng  Automa.on   •  Typically  not  a  technology  issue   •  Need  a  marke7ng  process   •  No  plan  for  targeted  buyer  personas   •  Focus  on  quan7ty  and  not  quality   (sales  and  marke7ng  alignment)  
  • 5. Iden.fying  the  Marke.ng  Process   •  Situa7on  Analysis   •  5  C  analysis   •  SWOT  analysis   •  Marke7ng  Strategy   •  Targe7ng   •  Segmenta7on   •  Content  Planning   •  Value  Proposi7on   •  Marke7ng  and  Sales  Alignment  
  • 6. Situa.on  Analysis   •  5  C’s   •  SWOT  Analysis   •  Company   •  Strengths   •  Customers   •  Weaknesses   •  Compe7tors   •  Opportuni7es   •  Collaborators   •  Threats   •  Climate  
  • 7. Targe.ng  and  Segmenta.on   •  Targe7ng   •  Segmenta7on   •  Single  segment   •  Loca7on   •  Selec7ve  specializa7on   •  Company  type   •  Product  specializa7on   •  Behavioral   •  Market  specializa7on   characteris7cs   •  Full  market  coverage  
  • 8. Content  Strategy   •  Editorial  strategy   •  Web  wri7ng   •  MetaData  strategy   •  SEO   •  Content  management  strategy   •  Content  channel  distribu7on  strategy  
  • 9. Value  Proposi.on   •  Crea7ng  segmented  value  props   •  Discover,  don’t  dictate   •  Isolate  discoveries  
  • 10. Sales  and  Marke.ng  Alignment   •  Tie  marke7ng  and  sales  goals  together   •  Clear  defini7on  of  a  lead   •  Clear  defini7on  of  rou7ng   •  Process  that  allows  sales  teams  to  push   leads  back  to  marke7ng  
  • 11. With  a  Process  in  Place  
  • 12. Sales  and  Marke.ng  Alignment   •  “Set  and  Forget”  marke7ng  campaigns   •  Lead  segmenta7on   •  Iden7fy  marke7ng  qualified  leads   •  Lead  rou7ng   •  Closed  loop  ROI  repor7ng  
  • 13. Campaign  Process   Validate  Offering   Build  Campaigns,   Iden7fy  Campaign   Demand  via   Goals,  Timing  and   Offering   Research   Budget   Iden7fy  Sales   Develop  Segments   Create  Collateral   Team  Support   Track  Success  and   Prep  SEO,  PR,  Ads   Launch  Campaign   Adjust  as  needed  
  • 14. Set  and  Forget  Campaigns   •  Forms/Landing  Pages   •  Page  Views/Interests   •  Segment  leads   •  Iden7fy  hot  leads   •  Route  them  to  sales   Run   campaign  
  • 16. Iden.fying  Marke.ng  Qualified  Leads   •  Track  online  behavior  to  iden7fy  interest   •  Create  buyer  profiles  with  a  grading  scale   Visits Page Views Google AdWords Google Keyword Searches Yahoo Keywords Site Searches Drip Nurturing Email Clicks Email Opens Email Link Clicks Webinar Responses Twitter LinkedIn Facebook Website Chats
  • 18. Closed  Loop  ROI  Repor.ng   •  Two  op7ons   •  Use  CRM   •  Use  Marke7ng  Automa7on  Tool   Campaigns   $$$$$$  
  • 20. Contact  Informa.on   Pardot   Adam  Dewey   950  East  Paces  Ferry  Rd   Sales  Manager   Suite  3300   Adam.Dewey@pardot.com   Atlanta,  Georgia  30326   @adamdeweypardot     hp://about.me/adamdewey     404.492.6845  x144   877.3B2B.ROI   www.pardot.com