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P R E S E N T E D B Y:
CONFIDENTIAL
Data You Have Today
How to apply digital and
competitive data to the
sales funnel to increase
relevant awareness and
lead quality.
Data You Can Get
Show how B2B
marketers have the
opportunity to know
and apply more about
their customers today
than ever before.
Data Strategy
Look at the data you have
and quantify the value.
Data Science
Examples of how to
create models for
machine learning and AI.
P R E S E N T E D B Y A M G & P A N D A T A
Agenda
68% of B2B buyers
research on their own,
online, before interacting
with a sales person
Forrester Business Technographics Global Priorities &
Journey Survey (2017)
Sales Team
Feedback
Market
Research
Keyword
Research
Competitor
Research
Website
Analytics
Sales
Insights
Key
Customer
Concerns
Prospect
Lists
Trending Pub
Topics
Sources/
Influencers
Top Trending
Keywords for
Topics
Focus
Keywords
Products
Competitor
Traffic
Channels
Competitor
Content
Top Tasks
Preferred
Landing
Pages
Preferred
Content
Data We Had Access To
CONTENT
Publisher
Emails
Landing
Page
ENGAGE
REACH
Google
AdWords
AQUATHERM
EXPERTISE
Paid
Social
White Paper
Pardot
Industry
Publications
Facebook
& LinkedIn
Nurture
Series
Printed
Take-
Away
AHR
Trade Show
Related
Regional
Case Studies
How We Used the Data
How It Performed
Percent of Content
Downloaders
Qualified by the
Sales Team
How It Performed
More Cost-Effective
Than Industry Average
1/3 the Average
Time to Close a Lead
How It Performed
(Interacting with
Content Further Down
the Funnel)
How It Performed
Percent of
Leads Have High
Propensity for
Sales Outreach
What Data We Have Now
Impressions
Channel Engagement
Social Shares
Social Comments
Clicks
Click-Through Rate
Landing Page Visits
Landing Page Clicks
Average Time on Site
Bounce Rate
Email Open Rate
Email Click-Through Rate
Paid Search Keywords
Internal Search Queries
Contact Form Starts
Contact Form Bails
Contact Form Submissions
What Data We Have Now
Key Data Points
Continue the Conversation
Scale Results
Test New Content
Add Triggers Based on
Engagement
Continue Acceleration
Why Not Scale Success?
How do I Measure the ROI?
52% of B2B marketers have either
sub-par or non-existent ability to
measure and analyze impact
69% of B2B marketers are
“somewhat” effective in
demonstrating value
Distributors Retailers
AgentsWholesalers
How we sell creates
a barrier between us
and our customers
The richest customer data
is post-purchase
~20% account
capture
Customer Journey
But today we have the
technology to see and engage
between 75% and 100%
We Can Close the Loop on ROI
Simple Process for Closing the Loop on ROI
1 2 3 4
Simple Process for Closing the Loop on ROI
List the post-
purchase steps
1 2 3 4
Simple Process for Closing the Loop on ROI
List the post-
purchase steps
1 2 3 4
Call out challenges
& blockers
Simple Process for Closing the Loop on ROI
List the post-
purchase steps
1 2 3 4
Call-out challenges
& blockers
Fix a challenge
with an
existing tool
Simple Process for Closing the Loop on ROI
List the post-
purchase steps
1 2 3 4
Call-out challenges
& blockers
Fix a challenge
with an
existing tool
Connect the data
to measure ROI
Example
Steps to Installing Pipe
• Design pipe system
• Find certified
installers
• Find the tooling
• Install
• Verify pressure
• Test use1
Steps to Installing Pipe
• Design pipe system
• Find certified
installers
• Find the tooling
• Install
• Verify pressure
• Test use2
3
Tape
Measures
and
Mobile
Phones
4
App allows
contractor to
locate tooling
Connected Device4
Useful Tools
Reserves tooling
at provider
Provide “how to”
video content
Validation tools
Connected Device4
Store Data
Pass data back
into the CRM
Make available to
marketing
Automate
communication
Useful ToolsConnected Device4
API
Store DataUseful ToolsConnected Device4
API
Store DataUseful ToolsConnected Device4
Geography
Content Feedback
Industry
Frequency/Usage
Relationship to
other Customers
• Generate relevant
awareness for more qualified
leads that close faster
• Design post-purchase
experience that unlocks
continuous/real-time
end-buyer data
• Connect technology to scale
success and measure ROI
Key Takeaways
Agenda
Data Strategy
Look at the data you have
and quantify the value.
Data Science
Examples of how to
create models for
machine learning and AI.
Creating Sustainable Value
with Data Science
Data Science Simplified
Address specific business challenges
Transform data to meaningful information
Inform decisions that impact the bottom line
Process
Technology
People
“Sales teams adopting AI are seeing
an increase in leads and
appointments of more than 50%
[and] cost reductions of 40%–60%”
– Harvard Business Review, Dec 2018
77% of companies
report that business
adoption of AI initiatives
remains a major
challenge
YET…
– Forbes Technology Council, Mar 2019
Improve retention with intelligent
customer service
• 60,000+ comments from
customers over 2 years
• Disagreement on definitions
& llimited trust
• “Not my customers” excuse
PAINS
• Net Promoter Score
improved by 20% on
average across all channels
• Developed organizational
trust in using data to affect
change
OUTCOME
Qualify leads with
digital behavior
• Company sells through
distributors
• 600k visits / month
& < 1% identified
PAINS
• Identified intent to buy in 3
months with 80% accuracy
• Call to action integrated in
website to identify
anonymous users
OUTCOME
Identify more leads
with text analytics
• Time-consuming lead-
generation process
• Sales professionals reading
company descriptions to
qualify prospects
PAINS
• Pre-qualify companies
with +86% accuracy
• Saved hundreds of hours
a month
OUTCOME
3 Ingredients for
Successful Data Strategy
• Buy-In
• Trust
• Consistent Performance
3 Ingredients for
Successful Data Strategy
• Buy-In
• Trust & Adoption
• Consistent Performance
• Data driven by business leader
• Data literacy & training
• Data governance
Projects driven
by ROI get buy-in
Coordinate cross-
functional working groups
Address cultural
boundaries to impact
Start small & prioritize
use-cases by ROI
Literacy creates
a foundation
for trust
Identify and invest in your
data champions
Articulate assumptions
& definitions
Document data sources
& quality
Governance
maintains
performance
Performance continuously
tested & documented
Maintain & make trusted
data accessible
Data solutions and
processes are versioned
Data Science
is a team sport
Scientist
Stakeholder
Analyst
Engineer
How you can
RISE to your data
What decisions?
Who will make them?
RESULT
Is there a quantifiable return?
Is it worth the investment?
IMPACT
How will the solution be tested?
How is success defined?
SUCCESS
Who will the solution affect?
What regulatory risks are posed?
ETHICS
Receive $100 off using AMG100
@ohpandata
hello@pandata.co
www.pandata.co
info@accessamg.com
www.accessamg.com

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