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Lexmark User Story
April 11, 2016
Julie Zittergruen
 Implementation May 2015
 A little about Lexmark, we are two business units
 Hardware – traditional printer, copier etc.
 Software – document management, image scanning/sharing,
paperless office
 My role
 Marketing Business Analyst focusing on training and process
documentation
 Training internal teams on Full Circle
 How to use it
 How it is different
Full Circle and Lexmark Background
© 2015 Lexmark International, Inc. All rights reserved. 2
Lexmark’s Challenges To Solve
© 2015 Lexmark International, Inc. All rights reserved. 3
 We are a company comprised of two business units,
hardware and software, both share the same instance of
Eloqua and SFDC
 Need to show influence by campaign type or weight influence
differently
 Need to isolate campaign influenced by Business Unit
 Report based on Campaign Type
 Many campaigns
 The last campaign received all “credit”
 Below is an example of Campaigns on a Lead
Why Do We Need Influence Weighting?
© 2015 Lexmark International, Inc. All rights reserved. 4
 Before Full Circle we saw the last campaign touch prior to
Opportunity conversion
 Now we see all Campaigns with Influence assigned
Previous View of Influence on the Opportunity
© 2015 Lexmark International, Inc. All rights reserved. 5
 All Campaigns are assigned influence
 We can remove influence
 For example: remove influence from Happy Hour
invitation/reminder/thanking emails
 Keep influence on the Happy Hour
How To Remove Influence From A Campaign
© 2015 Lexmark International, Inc. All rights reserved. 6
Show All Opportunities Influenced By One Campaign
© 2015 Lexmark International, Inc. All rights reserved. 7
Show Which Campaigns Influenced The Opportunity
© 2015 Lexmark International, Inc. All rights reserved. 8
 Campaign Type
 Business Unit
New Model – Introduced February 2016
© 2015 Lexmark International, Inc. All rights reserved. 9
 Inspire is our annual user event
 Fully installed customers
 No marketing
 Customer contacts
 Not lead generation
 What was the Opportunity stage at the time of influence?
 In this case, when they attended the event
 Where are they now?
Example Of Campaign User Conference – Inspire
© 2015 Lexmark International, Inc. All rights reserved. 10
Inspire Event Report
© 2015 Lexmark International, Inc. All rights reserved. 11
 So what?
 Look for the correlation between the Opportunity stage at the
conference and the current stage/outcome
 Velocity
 Which campaign type is more effective?
 How can we engage them differently?
 Campaign member roles the event influenced
User Conference – Inspire
© 2015 Lexmark International, Inc. All rights reserved. 12
 Opportunity Type = Expansion New Solution
 Account Name
 What solution the account currently uses
 We can run the Opportunity Name/ID Opportunity list to see Influence
 In the future, we are moving the Solution page to the Opportunity
page
Expansion And Cross Sell Report (in progress)
© 2015 Lexmark International, Inc. All rights reserved. 13
 How are we using this tool
 Reports measuring return of campaigns
 Which campaigns should have influence and remove what shouldn’t
 Telling both stories – we can choose
 Campaign
 Opportunity
 Next steps
 Phase II – align with sales
 Leverage reporting for Account Based Marketing
 Cross Sell and Expansion
 Continue to educate existing users
 Track, Track, Track
In Conclusion
© 2015 Lexmark International, Inc. All rights reserved. 14
The Lexmark User Story @ Circulate 2016 with Full Circle Insights

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The Lexmark User Story @ Circulate 2016 with Full Circle Insights

  • 1. Lexmark User Story April 11, 2016 Julie Zittergruen
  • 2.  Implementation May 2015  A little about Lexmark, we are two business units  Hardware – traditional printer, copier etc.  Software – document management, image scanning/sharing, paperless office  My role  Marketing Business Analyst focusing on training and process documentation  Training internal teams on Full Circle  How to use it  How it is different Full Circle and Lexmark Background © 2015 Lexmark International, Inc. All rights reserved. 2
  • 3. Lexmark’s Challenges To Solve © 2015 Lexmark International, Inc. All rights reserved. 3  We are a company comprised of two business units, hardware and software, both share the same instance of Eloqua and SFDC  Need to show influence by campaign type or weight influence differently  Need to isolate campaign influenced by Business Unit  Report based on Campaign Type
  • 4.  Many campaigns  The last campaign received all “credit”  Below is an example of Campaigns on a Lead Why Do We Need Influence Weighting? © 2015 Lexmark International, Inc. All rights reserved. 4
  • 5.  Before Full Circle we saw the last campaign touch prior to Opportunity conversion  Now we see all Campaigns with Influence assigned Previous View of Influence on the Opportunity © 2015 Lexmark International, Inc. All rights reserved. 5
  • 6.  All Campaigns are assigned influence  We can remove influence  For example: remove influence from Happy Hour invitation/reminder/thanking emails  Keep influence on the Happy Hour How To Remove Influence From A Campaign © 2015 Lexmark International, Inc. All rights reserved. 6
  • 7. Show All Opportunities Influenced By One Campaign © 2015 Lexmark International, Inc. All rights reserved. 7
  • 8. Show Which Campaigns Influenced The Opportunity © 2015 Lexmark International, Inc. All rights reserved. 8
  • 9.  Campaign Type  Business Unit New Model – Introduced February 2016 © 2015 Lexmark International, Inc. All rights reserved. 9
  • 10.  Inspire is our annual user event  Fully installed customers  No marketing  Customer contacts  Not lead generation  What was the Opportunity stage at the time of influence?  In this case, when they attended the event  Where are they now? Example Of Campaign User Conference – Inspire © 2015 Lexmark International, Inc. All rights reserved. 10
  • 11. Inspire Event Report © 2015 Lexmark International, Inc. All rights reserved. 11
  • 12.  So what?  Look for the correlation between the Opportunity stage at the conference and the current stage/outcome  Velocity  Which campaign type is more effective?  How can we engage them differently?  Campaign member roles the event influenced User Conference – Inspire © 2015 Lexmark International, Inc. All rights reserved. 12
  • 13.  Opportunity Type = Expansion New Solution  Account Name  What solution the account currently uses  We can run the Opportunity Name/ID Opportunity list to see Influence  In the future, we are moving the Solution page to the Opportunity page Expansion And Cross Sell Report (in progress) © 2015 Lexmark International, Inc. All rights reserved. 13
  • 14.  How are we using this tool  Reports measuring return of campaigns  Which campaigns should have influence and remove what shouldn’t  Telling both stories – we can choose  Campaign  Opportunity  Next steps  Phase II – align with sales  Leverage reporting for Account Based Marketing  Cross Sell and Expansion  Continue to educate existing users  Track, Track, Track In Conclusion © 2015 Lexmark International, Inc. All rights reserved. 14