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Using Sales Triggers to
Accelerate Account-Based Sales
& Marketing Success
Bastiaan Janmaat
CEO
DataFox
@bastiaanjanmaat
Matt Heinz
President
Heinz Marketing
@HeinzMarketing
What We’ll Cover
1. Who should be doing ABM?
2. Keys to integrating w/sales
3. Case study: ABM gone wrong
4. How to use sales triggers for
ABM
What the hell is ABM?
What is it?
• “ABM coordinates personalized marketing and sales efforts to land and
expand named accounts.” - Jon Miller, Engagio
• CAERI – Coverage, Awareness, Engagement, Reach, Impact
What it’s not:
• Just another demand gen program
• Something marketing can do in isolation without full sales engagement
3
Who should be doing ABM?
Companies with :
1. Defined set of target accounts
2. Deal sizes that make sense
3. Aligned sales & marketing teams
If you can check the box on 1 & 2, then here’s how you get #3….
4
Keys to integrating ABM with your sales team
1. Make sales an early partner & collaborator
5
Keys to integrating ABM with your sales team
2. Work from common objectives & definitions
6
Keys to integrating ABM with your sales team
3. Build and manage a common set of target lists
7
Keys to integrating ABM with your sales team
4. Execute from a consolidated engagement plan
8
Keys to integrating ABM with your sales team
5. Think in terms of macro and micro campaigns
9
Keys to integrating ABM with your sales team
6. Develop shared data and insights
10
Keys to integrating ABM with your sales team
7. Improve your content precision
11
Keys to integrating ABM with your sales team
8. Practice the OODA Loop
12
You now have alignment, and marketing is
providing air cover.
Now, how can sales be more effective with the
use of personalized sales triggers?
After all, ABM is defined by personalization.
Raised
new funding
New recruiting
system
New
Office
New insurance
policies
Funding
announcement
100+ email calls
sales & Marketing
Too Many Sales Emails at the Wrong
Time
May June July
Why are sales triggers important?
1. Buying process has changed
2. 112.5 billion business emails sent every day
3. Inside sales growing 3x vs outside sales
15
Find leading indicators
16
Which sales triggers are important?
17
• New office location
• SEC filings
• Local media mentions (not
just TechCrunch)
• Blog posts on certain topics
• Interviews of company
leaders
• Conference attendance
• Spike in web traffic
• Key hire / leadership change
• New product launch
• Internal champion leaving the
company
How can you automate trigger research?
18
Q & A
Bastiaan Janmaat
CEO
DataFox
@bastiaanjanmaat
Matt Heinz
President
Heinz Marketing
@HeinzMarketing

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Using Sales Triggers for Account-Based Marketing & Sales

  • 1. Using Sales Triggers to Accelerate Account-Based Sales & Marketing Success Bastiaan Janmaat CEO DataFox @bastiaanjanmaat Matt Heinz President Heinz Marketing @HeinzMarketing
  • 2. What We’ll Cover 1. Who should be doing ABM? 2. Keys to integrating w/sales 3. Case study: ABM gone wrong 4. How to use sales triggers for ABM
  • 3. What the hell is ABM? What is it? • “ABM coordinates personalized marketing and sales efforts to land and expand named accounts.” - Jon Miller, Engagio • CAERI – Coverage, Awareness, Engagement, Reach, Impact What it’s not: • Just another demand gen program • Something marketing can do in isolation without full sales engagement 3
  • 4. Who should be doing ABM? Companies with : 1. Defined set of target accounts 2. Deal sizes that make sense 3. Aligned sales & marketing teams If you can check the box on 1 & 2, then here’s how you get #3…. 4
  • 5. Keys to integrating ABM with your sales team 1. Make sales an early partner & collaborator 5
  • 6. Keys to integrating ABM with your sales team 2. Work from common objectives & definitions 6
  • 7. Keys to integrating ABM with your sales team 3. Build and manage a common set of target lists 7
  • 8. Keys to integrating ABM with your sales team 4. Execute from a consolidated engagement plan 8
  • 9. Keys to integrating ABM with your sales team 5. Think in terms of macro and micro campaigns 9
  • 10. Keys to integrating ABM with your sales team 6. Develop shared data and insights 10
  • 11. Keys to integrating ABM with your sales team 7. Improve your content precision 11
  • 12. Keys to integrating ABM with your sales team 8. Practice the OODA Loop 12
  • 13. You now have alignment, and marketing is providing air cover. Now, how can sales be more effective with the use of personalized sales triggers? After all, ABM is defined by personalization.
  • 14. Raised new funding New recruiting system New Office New insurance policies Funding announcement 100+ email calls sales & Marketing Too Many Sales Emails at the Wrong Time May June July
  • 15. Why are sales triggers important? 1. Buying process has changed 2. 112.5 billion business emails sent every day 3. Inside sales growing 3x vs outside sales 15
  • 17. Which sales triggers are important? 17 • New office location • SEC filings • Local media mentions (not just TechCrunch) • Blog posts on certain topics • Interviews of company leaders • Conference attendance • Spike in web traffic • Key hire / leadership change • New product launch • Internal champion leaving the company
  • 18. How can you automate trigger research? 18
  • 19. Q & A Bastiaan Janmaat CEO DataFox @bastiaanjanmaat Matt Heinz President Heinz Marketing @HeinzMarketing