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SiriusDecisions
Introduction
SiriusDecisions provides research and advisory services focused
 on the operational intelligence sales and marketing executives
               need to maximize topline growth.




                                                              2
Partial Client List




                             © Copyright SiriusDecisions.
                      All Rights Protected and Reserved.    3
The Challenge of Alignment


Demand Creation Process                                Sales & Marketing Integration
                                  Industry Trends


                                                       Inside Sales Structure

Budget Comparison
                                                          Sales Training

       Sales Performance
                                                       Organization Structure

          Marketing Performance

                                  Channel Management             Marketing ROI
   Channel Marketing




                                                                         © Copyright SiriusDecisions.
                                                                  All Rights Protected and Reserved.    4
Alignment Requirements




                                © Copyright SiriusDecisions.
                         All Rights Protected and Reserved.    5
SiriusDecisions Offering Architecture




                                               © Copyright SiriusDecisions.
                                        All Rights Protected and Reserved.    6
SiriusDecisions Advisory Services
SiriusDecisions currently offers a suite of eight role-based services, which
dive deeply into the world of critical b-to-b functions.

                      Channel Management
                          Strategies
                       Demand Creation             Interfaces Receive:
                         Strategies
                                             • Research portal access
                      Executive Edge CMO
 Advisory Services




                                             • Analyst inquiry
                      Marketing Operations   • Annual custom benchmark
                           Strategies          assessment
                     Product Marketing and   • Access to benchmark data
                         Management
                                             • Executive peer
                     Reputation Management     roundtables/forums
                           Strategies
                                             • Monthly research Webcasts
                       Sales Enablement
                           Strategies
                        Sales Operations
                           Strategies
                                                                         © Copyright SiriusDecisions.
                                                                  All Rights Protected and Reserved.    7
B-to-B Marketing Training Program


                  SiriusDecisions Learning Courses are:

                  • Courseware based on core
                    competencies required for b-to-b
                    marketers

                  • Online, on-demand – anywhere, 24/7.

                  • Final exam for each course with
                    eligibility for certification

                  • Monthly reporting to view participation
                    and certification




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                                                All Rights Protected and Reserved.    8
Course Description Summaries
COURSE                                         WHAT YOU’LL GAIN:
Foundations for Best Practices in Demand       Comprehensive understanding of the six foundational concepts required for any
Creation                                       marketer or sales professional who impacts demand creation (demand type, relative
                                               targeting, lead taxonomy, demand waterfall, portfolio marketing, and buying cycle).

Best Practices in B-to-B Lead Nurturing        A deep dive into each of the 3 nurturing types including the processes, resources,
                                               and collaboration between marketing and sales that are required to implement each
                                               of them. Includes frameworks for mapping messages, offers, touches, and info
                                               collection.

Messaging and Campaign Planning for B-to- A strategic framework for creating thematic, effective messaging and campaigns
B Marketers                               (goals, programs, and tactics) that align with the b-to-b buying process


Best Practices in B-to-B Pipeline              Proven methodologies for improving marketing contribution throughout the waterfall
Acceleration                                   in order to accelerate pipeline in a more disciplined, and ultimately more successful
                                               way.

Account-Based Marketing for B-to-B             Key principles required to build an ABM framework including Large Accounts
Professionals                                  Marketing, Named Account Marketing, and Current Account Marketing. This
                                               includes account profiling, selection, tactic development, and measurement.
UPCOMING COURSES:
Fundamentals of Channel Marketing              The skills and knowledge required to create and execute an effective digital
                                               marketing plan for channel partners, including a comprehensive understanding of
                                               fundamental concepts, program strategy and planning, and a step-by-step tactic and
                                               execution model that is ready-to-implement.
Product Marketing Essentials: Seven Stages Comprehensive understanding of the SiriusDecisions Product Marketing and
to Creating & Marketing in B-to-B          Management Model (PMM Model). This course explains and allows you to apply the
                                           key attributes of the model in order to communicate, adopt and integrate it into your
                                           organization.

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                                                                                                             All Rights Protected and Reserved.    9
Align Skills Gaps with SD Learning Courses
                                                 STRATEGY                               EXECUTION                   METRICS

                                      Plan                  Develop           Build                 Execute          Measure

                                    Relative                Messaging        Value              Multi-Touch           Demand
                                    Targeting               Positioning     Messages             Portfolio            Waterfall
                                                                                                   Mktg

                                     Demand                  Message          Offer                                   Nurturing
Core Skills for B-to-B Marketers




                                      Type                    Map by       Development              Tactic Mix      Effectiveness
                                                             Audience

                                     Lead                                   Campaign            Information         Acceleration
                                    Definition                 Market        Strategy            Collection         Performance
                                                            Intelligence                          Strategy

                                   Buying Cycle                            Marketing
                                                              Offer        Automation              Lead                 ABM
                                                             Strategy                           Management             Impact
                                     Buyer
                                    Personas                                 Pipeline
                                                             Large         Acceleration             Program      Prescriptive Courses
                                                            Account         Strategy                Assembly
                                    Business                Marketing
                                                                                                                      Foundations of
                                     Goals
                                                                                                                      Demand Creation
                                                                             Nurturing               Partner
                                                             Named         Plan by Type             Marketing         Messaging and Campaign
                                     Content                Account                                 Campaigns         Planning
                                      Audit                 Marketing
                                                                           Dialogue with                              Lead Nurturing
                                                                             Rejected
                                                            Customer        Prospects                                 Pipeline Acceleration
                                   ABM Profile               Account
                                    Selection               Marketing
                                                                              Multi                                   Account-Based Marketing
                                                                             Channel
                                                                             Strategy                                 Channel Marketing

                                                                                                                            © Copyright SiriusDecisions.
                                                                                                                     All Rights Protected and Reserved.    10
Attend Summit 2012!




• Location: The Phoenician – Scottsdale, Arizona
• Dates: 22–24 May, 2012
• 7th Annual U.S. Summit
• 1,000–1,150 Sales and Marketing Professionals
• Special rate expires Dec. 31
• Savings of up to $470 per ticket
• For more information, please call Rebecca
  Barber at (203) 665-4003 or visit:
  http://www.siriusdecisions.com

                                                          © Copyright SiriusDecisions.
                                                   All Rights Protected and Reserved.
Overview of Membership Deliverables




        Research Portal Access                             Analyst Inquiry



               Channel
             Management
         Demand Creation
              Strategies
           Strategies


              Marketing
              Operations
              Strategies



       Sales Optimization
            Strategies
  Monthly Webcasts               Annual Custom Benchmark               Executive Peer
                                        Assessment                   Roundtables/Forums
                                                                                    © Copyright SiriusDecisions.
                                                                             All Rights Protected and Reserved.    12
Membership Deliverables



• Research Portal Login

  – Research updates are emailed
    once a month
  – Monthly research briefs
  – Core strategy reports
  – Vendor profiles
  – Charts
  – Webcast/Forum presentations




                                          © Copyright SiriusDecisions.
                                   All Rights Protected and Reserved.    13
Membership Deliverables




                          • Newsletters

                          Opt-in and receive our
                          monthly newsletters




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Membership Deliverables




• Analyst Inquiry

 Reach out to account
 executive on an as-needed
 basis to coordinate time on
 the analyst calendar




                                      © Copyright SiriusDecisions.
                               All Rights Protected and Reserved.    15
Membership Deliverables


                          • Annual Custom Benchmark
                            Assessments

                           – Channel Management
                           – Demand Creation
                           – Executive Edge CMO
                           – Marketing Operations
                           – Product Marketing and
                             Management
                           – Reputation Management
                           – Sales Enablement
                           – Sales Operations



                                               © Copyright SiriusDecisions.
                                        All Rights Protected and Reserved.    16
Membership Deliverables


• Executive Peer Roundtables/Forums

   SiriusDecisions hosts quarterly
   roundtable/forum discussions on
   topics that are member-driven.


   – Senior-level sales and marketing
     executives come prepared to
     discuss issues, questions and        Examples of topics include:
     best practices on a given topic      – Sales and Marketing Alignment
     that SiriusDecisions has             – Social Selling
     researched.                          – Marketing Measurement
   – You will receive email invitations   – Demand Creation
     to participate in these events.      – B-to-B Buyer Personas
                                          – Maximizing Channel Investments


                                                                  © Copyright SiriusDecisions.
                                                           All Rights Protected and Reserved.    17
2012 Upcoming Events – Executive Roundtables

                                                            February 9 – San Mateo, CA
Personas and Buying Cycles
                                                            February 29 – Boston, MA

SLAs in Sales and Marketing                                 February 16 – London, UK

Pipeline Dynamics                                           March 7 – Toronto, ON

The Roadmap for Marketing Measurement                       March 20 – London, UK

Maximizing the Impact of Marketing Automation Investments   April 10 – Austin, TX

Sales and Marketing Alignment                               April 19 – Amsterdam, The Netherlands

                                                            April 24 – Atlanta, GA
                                                            April 26 – Washington, DC
Social Selling from Cold to Close
                                                            June 19 – Chicago, IL
                                                            June 21 – New York, NY

                                                            April 24 – Denver, CO
Demand Creation 2012
                                                            April 26 – Seattle, WA

Executive-Level Marketing Topic                             May 11 – Maple, ON

                                                            June 12 – Minneapolis, MN
New Demand Waterfall
                                                            June 14 – Greater San Diego, CA

                                                                                               © Copyright SiriusDecisions.
                                                                                        All Rights Protected and Reserved.    18
Membership Deliverables

                                       • Monthly Research Webcasts

                                          As a member, you will receive
                                          complimentary invitations to
                                          participate in our monthly Webcasts.
                                          – Each month, you’ll be notified via
                                            email about upcoming Webcasts;
                                            you can also visit our site
                                            (www.siriusdecisions.com) to get
 Examples of topics include:
                                            more information about
 – Social Media                             upcoming Webcasts.
 – Channel Demand                         – In addition, there are replay links
 – Demand Creation                          to previous Webcasts in the
 – Evolution of Marketing Operations        client-protected site area which
 – Sales Competency Models                  you can view.


                                                                         © Copyright SiriusDecisions.
                                                                  All Rights Protected and Reserved.    19
2012 Upcoming Events – Webcasts


Webcasts will be held from 11:30 a.m. – 12:30 p.m. ET on the following dates:

Date             Topic

January 25       B-to-B Social Media: Where to Next? (for clients only)


                 How B-to-B Marketers Can Win With Consumer Analysis Techniques
February 8
                 (for clients only)

February 28      Channel Demand: Best Performing Tactics

March 7          Demand Creation in a Defined Universe (for clients only)

April 3          Summit Preview

June 6           The Evolution of Marketing Operations (for clients only)

June 13          Sales Competency Models
                                                                            * Topics and dates subject to change.


                                                                                         © Copyright SiriusDecisions.
                                                                                  All Rights Protected and Reserved.    20
Service Coverage




                   21
Channel Management Strategies (CMS)
                                                  Research Topics
•   Recruitment                               •   Channel Demand Creation                •   Enablement
    –   Channel Recruitment Waterfall             –   Demand waterfall in the channel        –   Channel training landscape
    –   Qualifying producing partnerships         –   Registration and lead                  –   Social media and the channel
    –   Global channel expansion                      management best practices              –   Kick-start/Ongoing training
    –   SaaS channel best practices               –   MDF/Co-op fund best practices          –   Impact of certification
    –                                                                                        –   Tools/Collateral
        Channel Conflict Model                    –   Channel outsource service
                                                      providers                              –   Sales and marketing
    –   Mid-tier systems integrators best
        practices                                                                                enablement
                                                  –   Channel incentives: how and
    –   Ongoing evaluation/pruning                    when to use to drive demand            –   Channel readiness
    –   Referral partnership best practices       –   Campaign Readiness Model               –   Channel enablement spend
    –   Maximizing agency relationships           –   OEM channel best practices         •   Technology Vendor Coverage
•   Measurement                                   –   Impacting closed loop visibility        – CCI
    –   Channel dashboard elements                –   Channel demand center of                – Channeltivity
    –   Channel ramp-up & readiness                   excellence model                        – CSG / Blueroads
                                                  –   Role of distribution in demand          – eCoast
    –   Measuring total partner experience
                                                      creation                                – eLateral
    –   Partner effectiveness scorecards
                                                  –   Addressing gaps in partner              – Generation 21 eLearning
    –   Channel demand creation spend                 demand                                  – Hawkeye
    –   Campaign ROI                              –   Raising partner awareness               – Pros Pricing
•   Sirius Benchmark                                                                          – Relayware
                                                  –   The evolution to partner
    –   TRED Channel Management Model                 portal 2.0                              – Saepio
    –   Campaign Readiness Model                                                              – Televerde
    –   Channel Recruitment Benchmark                                                         – TreeHouse
                                                                                              – Zift Solutions
                                                                                                             © Copyright SiriusDecisions.
                                                                                                      All Rights Protected and Reserved.    22
Demand Creation Strategies (DCS)
                                          Research Topics
•   General                           •   Organizational Structure                •   Vendor Coverage
    –   Roles, responsibilities            – Demand center                            – Aprimo (Teradata)
    –   Key trends                         – Role of field vs. central function       –   By Appointment Only
                                           – Functional deep dives
    –   Budget/headcount allocation                                                   –   Clickability
                                           – Emerging skills
•   Foundation Elements                                                               –   Concentrix
                                      •   Telemarketing/Teleprospecting
    –   Demand type                        – Definitions/roles                        –   CrownPeak
    –   Relative targeting                 – Inbound                                  –   Demandbase
    –   Lead definition/taxonomy           – Compensation                             –   Eloqua
    –   Buying cycle                       – Ownership                                –   FRONTLINE Selling
                                           – Measurement                              –
•   Demand Waterfall                                                                      InsideSales.com
                                           – Insource/outsource issues
    –   Stage definitions                                                             –   Manticore Technology
                                      •   Web Site
    –   Job families                       – Content management                       –   Marketo
    –   Conversion rates                   – Web analytics                            –   Neolane
    –   Waterfall diagnosis                – SEO/SEM                                  –   Silverpop Engage
    –   Metric families                    – Conversion optimization                  –   Televerde
                                           – Information collection strategies        –   Unica (IBM)
•   Waterfall-Based Processes
                                      •   Tactics
    –   Campaign framework/planning        – Deep dives                           •   Benchmark
    –   Portfolio marketing                – Inbound marketing                        – Demand creation audit
    –   Service-level agreements           – Mobile marketing
    –   Lead nurturing                     – Account-based marketing
    –   Pipeline acceleration              – Event marketing
    –   Perpetual Demand Creation          – Buyer perspectives
                                           – Key trends
                                                                                                     © Copyright SiriusDecisions.
                                                                                              All Rights Protected and Reserved.    23
Executive Edge CMO (EE CMO)
                                        Research Topics

•   Strategy                                      •   Demand Center Model
    –   CMO priorities                                –   Organizational structure
    –   Program/Headcount allocation                  –   Organizational readiness
    –   Marketing skills                          •   Product Strategies
    –   Program interlock                             –   Product vs. solution marketing
•   Budget                                            –   Product launch strategies
    –   Peer comparison                               –   Vertical marketing
    –   Spending trends                           •   Global Marketing
    –   Budget allocation                             –   Demand center model
•   Planning                                          –   Global marketing process
    –   Marketing planning process                    –   Functional priorities
    –   Best practice comparison                  •   Dashboard & Metrics
    –   Waterfall planning model                      –   Marketing metrics
•   Organizational Models                             –   Marketing/Sales ROI
    –   Marketing model criteria                      –   Customer buying cycle
    –   Centralized vs. decentralized             •   Technology
    –   Marketing ecosystem                           –   Key trends
                                                      –   Maximizing investment


                                                                                             © Copyright SiriusDecisions.
                                                                                      All Rights Protected and Reserved.    24
Marketing Operations Strategies (MOS)
                                              Research Topics
•   Strategy                              •   Marketing Process                   •   Vendor Profiles
    – Key roles, responsibilities              –   Field alignment                    – Aprimo (Teradata)
    – Marketing ops by revenue band            –   Marketing interlock process        –   Birst
•   Budget                                     –   Best practice syndication          –   Business Objects (SAP)
    – Peer, high growth comparison        •   Planning                                –   Clickability
    – Spending trends/changes                  –   Marketing strategy                 –   Cognos (IBM)
    – Defending/Rationalizing                  –   Campaign planning                  –   Eloqua
    – Tools                                    –   Playbooks/Templates                –   GoodData
•   Organizational Issues                                                             –   Harte-Hanks
                                          •   Shared Services
    – Models                                                                          –   Marketo
                                               –   Demand center model
    – Outsourcing/Offshoring                                                          –   Neolane
                                               –   Central vs. local allocation
    – Centralization/Decentralization                                                 –   PivotLink
                                          •   Reporting & Analytics
    – Skills gap                                                                      –   Trillium
                                               –   Marketing metrics & KPIs
•   Data Management                                                                   –   Unica (IBM)
                                               –   Marketing/Sales ROI
    – Roles and responsibilities                                                      –   ZoomInfo
                                               –   Dashboard report development
    – Contact management
                                               –   Analysis options               •   Benchmarks
    – Process
    – Third-party resources               •   Technology                              – Budget and planning
•   Sales Alignment                            –   Marketing automation               –   Marketing Operations
                                                                                          Benchmark
    –   Alignment with sales operations        –   MRM, BI, data
                                                                                      –   Dashboard Audit
    –   Governance                             –   Maximizing investment

                                                                                                    © Copyright SiriusDecisions.
                                                                                             All Rights Protected and Reserved.    25
Product Marketing & Management (PMM)
                                           Research Topics

•   Product/Solution Strategy          •   Sales Readiness                      •   Technology/Service Vendor
    –   Business case building             –   Linkages to                          Coverage
                                               management/operations                 – Boulder Logic
    –   Relative targeting
                                           –   Knowledge creation/transfer          –   Hoover’s
    –   Product roadmap
                                           –   Collateral and tools                 –   iCentera
    –   Product innovation lifecycle
                                           –   Rep productivity                     –   Qvidian
•   Product Launch
                                           –   Rep transformation: product to       –   SAVO
    –   Product Launch Model
                                               solution                             –   References Online
    –   New product evangelism
                                       •   Demand Creation                          –   ROInnovation
    –   Positioning and messaging
                                           –   Campaign framework/planning          –   StreetSmarts
    –   New market entry
                                           –   Product promotion strategies         –   TechValidate
•   General Strategy
                                           –   Account-based marketing          •   Benchmark
    –   Product marketing vs.
                                       •   Technology/Service Vendor                –   Product Marketing and
        management
                                           Coverage                                     Management Audit
    –   Solution, vertical, industry
                                            – Readiness platform
    –   Evolution by revenue band
                                           –   Information services
    –   Budget/Headcount allocation
                                           –   Sales training
    –   SMB vs. enterprise strategy
                                           –   Productivity point tools
    –   Organizational structures


                                                                                                 © Copyright SiriusDecisions.
                                                                                          All Rights Protected and Reserved.    26
Reputation Management Strategies (RMS)
                                           Research Topics

•   Strategy                               •   Social Media                    •   Technology / Service Vendor
    –   Responsibilities/Roles                 – Social media marketing            Coverage
    –   Key trends                             –   Rules/Governance                –   Attensity
    –   Budget/Resource allocation             –   Organizational structure        –   Awareness
    –   Future communications org.             –   Social operations               –   Cision
                                               –                                   –   Collective Intellect
    –   Reputation/Demand convergence              Pipeline acceleration
                                                                                   –   Crimson Hexagon
    –   Fusing traditional, social media       –   Internal social media
                                                                                   –   Jive Software
    –   Reputation vs. brand                   –   Community engagement
                                                                                   –   Lithium Technologies
•   Marketing Communications                   –   Agency selection
                                                                                   –   Radian6
    –   Public relations                       –   Tactic deep dives
                                                                                   –   SocialText
    –   Analyst/Influencer relations       •   Branding/Advertising
                                                                                   –   Vocus
    –   Internal marketing                     –   Global guidelines               –   Interactive agencies
    –   Public affairs                         –   Agency selection
                                                                               •   Interactive Agencies
•   Benchmark                                  –   Merger/Acquisition issues
                                                                                   –   Competencies
    –   Reputation assessment              •   Measurement
                                                                                   –   Selection criteria
    –   Communications budget                  –   Link to demand creation
                                                                                   –   Evaluation frameworks
    –   Social media budget                    –   Social media ROI
                                                                                   –   Measurements
    –   Social media assessment                –   Waterfall seeding/impact
                                               –   Customer satisfaction

                                                                                                 © Copyright SiriusDecisions.
                                                                                          All Rights Protected and Reserved.    27
Sales Enablement Strategies (SES)
                                              Research Topics
•   Enablement Assessment                •   Sales Skills                    •   Vendor Profiles
    –   Sales enablement model               –   Foundational skills             – Alinean
                                             –                                   – Brainshark
•   Enablement Strategy and Structures           Solution selling
                                                                                 – Corporate Visions
    –   Leadership and roles                 –   Selling to C Suite
                                                                                 – iCentera
    –   Resource allocation/cost             –   Negotiations
                                                                                 – Miller-Heiman
                                         •   Sales Tools
    –   Marketing integration                                                    – Qvidian
                                             –   Sales playbooks                 – Richardson
    –   Social media
                                             –   Sales content portals           – Sandler Sales Training
•   Role-based enablement
                                             –   Mobile technology               – SAVO Group
    –   Competency Models
                                         •   Sales Training                      – TAS Group
    –   First-line sales manager             –   On-boarding                     – ValueVision
    –   Global/strategic account mngr.       –   Key Categories
    –   Territory reps                       –   Assessment                  •   Benchmark
    –   Inside sales reps                    –   Delivery options                – Sales enablement
                                                                                    benchmark
    –   Pre-sales support                    –   Vendor selection
•   Sales Content/Communications             –   Impact assessment
    –   Structure                            –   Adoption
                                         •   Measurement
    –   Delivery and best-practices
                                             –   Certification programs
                                             –   Metrics/KPIs
                                             –   Cost/ROI
                                             –   Pipeline conversion rates
                                                                                              © Copyright SiriusDecisions.
                                                                                       All Rights Protected and Reserved.    28
Sales Operations Strategies (SOS)

                                           Research Topics
•    Planning                          •    Lead Management                     •   Vendor Profiles
    – Budgets                              – Collaboration with Marketing           – BigMachines
    – Quota allocation                     – Process Development                    –   Birst
    – Territory Optimization               – Demand Commitment                      –   Callidus
    – Account Planning                     – Launch                                 –   Cloud9
    – Resource allocation/cost         •    Sales Analytics                         –   ConnectandSell
    – Expense vs. Revenue                  – Pipeline Metrics                       –   Insidesales.com
•    Sales Roles & Responsibilities        – Forecast Management
                                                                                    –   InsideView
    – Inside Sales                         – Sales Cycles
                                           – Win/Loss Analysis                      –   TerrAlign
    – Field Reps
                                                                                    –   Xactly
    – Management/Leaders               •    Sales Force Automation
                                           – Vendor Selection                       –   ZoomInfo
•    Sales Process
                                           – Implementation
    – Creation/Modification
                                           – Integration                        •   Benchmarks
    – Relationship to Buying Process       – Training                               – Sales Operations Audit
    – Social Media                         – Adoption
       Policy/Procedures
                                       •    Sales Technology
    – Opportunity Management
                                           – Contact Databases
•    Compensation Planning
                                           – Analytics
    – Creation
                                           – Configuration, Pricing & Quoting
    – Modeling                             – Incentive Compensation Mgmt.
    – Allocation
                                                                                                       © Copyright SiriusDecisions.
                                                                                                All Rights Protected and Reserved.    29

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An Introduction to SiriusDecisions

  • 2. SiriusDecisions provides research and advisory services focused on the operational intelligence sales and marketing executives need to maximize topline growth. 2
  • 3. Partial Client List © Copyright SiriusDecisions. All Rights Protected and Reserved. 3
  • 4. The Challenge of Alignment Demand Creation Process Sales & Marketing Integration Industry Trends Inside Sales Structure Budget Comparison Sales Training Sales Performance Organization Structure Marketing Performance Channel Management Marketing ROI Channel Marketing © Copyright SiriusDecisions. All Rights Protected and Reserved. 4
  • 5. Alignment Requirements © Copyright SiriusDecisions. All Rights Protected and Reserved. 5
  • 6. SiriusDecisions Offering Architecture © Copyright SiriusDecisions. All Rights Protected and Reserved. 6
  • 7. SiriusDecisions Advisory Services SiriusDecisions currently offers a suite of eight role-based services, which dive deeply into the world of critical b-to-b functions. Channel Management Strategies Demand Creation Interfaces Receive: Strategies • Research portal access Executive Edge CMO Advisory Services • Analyst inquiry Marketing Operations • Annual custom benchmark Strategies assessment Product Marketing and • Access to benchmark data Management • Executive peer Reputation Management roundtables/forums Strategies • Monthly research Webcasts Sales Enablement Strategies Sales Operations Strategies © Copyright SiriusDecisions. All Rights Protected and Reserved. 7
  • 8. B-to-B Marketing Training Program SiriusDecisions Learning Courses are: • Courseware based on core competencies required for b-to-b marketers • Online, on-demand – anywhere, 24/7. • Final exam for each course with eligibility for certification • Monthly reporting to view participation and certification © Copyright SiriusDecisions. All Rights Protected and Reserved. 8
  • 9. Course Description Summaries COURSE WHAT YOU’LL GAIN: Foundations for Best Practices in Demand Comprehensive understanding of the six foundational concepts required for any Creation marketer or sales professional who impacts demand creation (demand type, relative targeting, lead taxonomy, demand waterfall, portfolio marketing, and buying cycle). Best Practices in B-to-B Lead Nurturing A deep dive into each of the 3 nurturing types including the processes, resources, and collaboration between marketing and sales that are required to implement each of them. Includes frameworks for mapping messages, offers, touches, and info collection. Messaging and Campaign Planning for B-to- A strategic framework for creating thematic, effective messaging and campaigns B Marketers (goals, programs, and tactics) that align with the b-to-b buying process Best Practices in B-to-B Pipeline Proven methodologies for improving marketing contribution throughout the waterfall Acceleration in order to accelerate pipeline in a more disciplined, and ultimately more successful way. Account-Based Marketing for B-to-B Key principles required to build an ABM framework including Large Accounts Professionals Marketing, Named Account Marketing, and Current Account Marketing. This includes account profiling, selection, tactic development, and measurement. UPCOMING COURSES: Fundamentals of Channel Marketing The skills and knowledge required to create and execute an effective digital marketing plan for channel partners, including a comprehensive understanding of fundamental concepts, program strategy and planning, and a step-by-step tactic and execution model that is ready-to-implement. Product Marketing Essentials: Seven Stages Comprehensive understanding of the SiriusDecisions Product Marketing and to Creating & Marketing in B-to-B Management Model (PMM Model). This course explains and allows you to apply the key attributes of the model in order to communicate, adopt and integrate it into your organization. © Copyright SiriusDecisions. All Rights Protected and Reserved. 9
  • 10. Align Skills Gaps with SD Learning Courses STRATEGY EXECUTION METRICS Plan Develop Build Execute Measure Relative Messaging Value Multi-Touch Demand Targeting Positioning Messages Portfolio Waterfall Mktg Demand Message Offer Nurturing Core Skills for B-to-B Marketers Type Map by Development Tactic Mix Effectiveness Audience Lead Campaign Information Acceleration Definition Market Strategy Collection Performance Intelligence Strategy Buying Cycle Marketing Offer Automation Lead ABM Strategy Management Impact Buyer Personas Pipeline Large Acceleration Program Prescriptive Courses Account Strategy Assembly Business Marketing Foundations of Goals Demand Creation Nurturing Partner Named Plan by Type Marketing Messaging and Campaign Content Account Campaigns Planning Audit Marketing Dialogue with Lead Nurturing Rejected Customer Prospects Pipeline Acceleration ABM Profile Account Selection Marketing Multi Account-Based Marketing Channel Strategy Channel Marketing © Copyright SiriusDecisions. All Rights Protected and Reserved. 10
  • 11. Attend Summit 2012! • Location: The Phoenician – Scottsdale, Arizona • Dates: 22–24 May, 2012 • 7th Annual U.S. Summit • 1,000–1,150 Sales and Marketing Professionals • Special rate expires Dec. 31 • Savings of up to $470 per ticket • For more information, please call Rebecca Barber at (203) 665-4003 or visit: http://www.siriusdecisions.com © Copyright SiriusDecisions. All Rights Protected and Reserved.
  • 12. Overview of Membership Deliverables Research Portal Access Analyst Inquiry Channel Management Demand Creation Strategies Strategies Marketing Operations Strategies Sales Optimization Strategies Monthly Webcasts Annual Custom Benchmark Executive Peer Assessment Roundtables/Forums © Copyright SiriusDecisions. All Rights Protected and Reserved. 12
  • 13. Membership Deliverables • Research Portal Login – Research updates are emailed once a month – Monthly research briefs – Core strategy reports – Vendor profiles – Charts – Webcast/Forum presentations © Copyright SiriusDecisions. All Rights Protected and Reserved. 13
  • 14. Membership Deliverables • Newsletters Opt-in and receive our monthly newsletters © Copyright SiriusDecisions. All Rights Protected and Reserved. 14
  • 15. Membership Deliverables • Analyst Inquiry Reach out to account executive on an as-needed basis to coordinate time on the analyst calendar © Copyright SiriusDecisions. All Rights Protected and Reserved. 15
  • 16. Membership Deliverables • Annual Custom Benchmark Assessments – Channel Management – Demand Creation – Executive Edge CMO – Marketing Operations – Product Marketing and Management – Reputation Management – Sales Enablement – Sales Operations © Copyright SiriusDecisions. All Rights Protected and Reserved. 16
  • 17. Membership Deliverables • Executive Peer Roundtables/Forums SiriusDecisions hosts quarterly roundtable/forum discussions on topics that are member-driven. – Senior-level sales and marketing executives come prepared to discuss issues, questions and Examples of topics include: best practices on a given topic – Sales and Marketing Alignment that SiriusDecisions has – Social Selling researched. – Marketing Measurement – You will receive email invitations – Demand Creation to participate in these events. – B-to-B Buyer Personas – Maximizing Channel Investments © Copyright SiriusDecisions. All Rights Protected and Reserved. 17
  • 18. 2012 Upcoming Events – Executive Roundtables February 9 – San Mateo, CA Personas and Buying Cycles February 29 – Boston, MA SLAs in Sales and Marketing February 16 – London, UK Pipeline Dynamics March 7 – Toronto, ON The Roadmap for Marketing Measurement March 20 – London, UK Maximizing the Impact of Marketing Automation Investments April 10 – Austin, TX Sales and Marketing Alignment April 19 – Amsterdam, The Netherlands April 24 – Atlanta, GA April 26 – Washington, DC Social Selling from Cold to Close June 19 – Chicago, IL June 21 – New York, NY April 24 – Denver, CO Demand Creation 2012 April 26 – Seattle, WA Executive-Level Marketing Topic May 11 – Maple, ON June 12 – Minneapolis, MN New Demand Waterfall June 14 – Greater San Diego, CA © Copyright SiriusDecisions. All Rights Protected and Reserved. 18
  • 19. Membership Deliverables • Monthly Research Webcasts As a member, you will receive complimentary invitations to participate in our monthly Webcasts. – Each month, you’ll be notified via email about upcoming Webcasts; you can also visit our site (www.siriusdecisions.com) to get Examples of topics include: more information about – Social Media upcoming Webcasts. – Channel Demand – In addition, there are replay links – Demand Creation to previous Webcasts in the – Evolution of Marketing Operations client-protected site area which – Sales Competency Models you can view. © Copyright SiriusDecisions. All Rights Protected and Reserved. 19
  • 20. 2012 Upcoming Events – Webcasts Webcasts will be held from 11:30 a.m. – 12:30 p.m. ET on the following dates: Date Topic January 25 B-to-B Social Media: Where to Next? (for clients only) How B-to-B Marketers Can Win With Consumer Analysis Techniques February 8 (for clients only) February 28 Channel Demand: Best Performing Tactics March 7 Demand Creation in a Defined Universe (for clients only) April 3 Summit Preview June 6 The Evolution of Marketing Operations (for clients only) June 13 Sales Competency Models * Topics and dates subject to change. © Copyright SiriusDecisions. All Rights Protected and Reserved. 20
  • 22. Channel Management Strategies (CMS) Research Topics • Recruitment • Channel Demand Creation • Enablement – Channel Recruitment Waterfall – Demand waterfall in the channel – Channel training landscape – Qualifying producing partnerships – Registration and lead – Social media and the channel – Global channel expansion management best practices – Kick-start/Ongoing training – SaaS channel best practices – MDF/Co-op fund best practices – Impact of certification – – Tools/Collateral Channel Conflict Model – Channel outsource service providers – Sales and marketing – Mid-tier systems integrators best practices enablement – Channel incentives: how and – Ongoing evaluation/pruning when to use to drive demand – Channel readiness – Referral partnership best practices – Campaign Readiness Model – Channel enablement spend – Maximizing agency relationships – OEM channel best practices • Technology Vendor Coverage • Measurement – Impacting closed loop visibility – CCI – Channel dashboard elements – Channel demand center of – Channeltivity – Channel ramp-up & readiness excellence model – CSG / Blueroads – Role of distribution in demand – eCoast – Measuring total partner experience creation – eLateral – Partner effectiveness scorecards – Addressing gaps in partner – Generation 21 eLearning – Channel demand creation spend demand – Hawkeye – Campaign ROI – Raising partner awareness – Pros Pricing • Sirius Benchmark – Relayware – The evolution to partner – TRED Channel Management Model portal 2.0 – Saepio – Campaign Readiness Model – Televerde – Channel Recruitment Benchmark – TreeHouse – Zift Solutions © Copyright SiriusDecisions. All Rights Protected and Reserved. 22
  • 23. Demand Creation Strategies (DCS) Research Topics • General • Organizational Structure • Vendor Coverage – Roles, responsibilities – Demand center – Aprimo (Teradata) – Key trends – Role of field vs. central function – By Appointment Only – Functional deep dives – Budget/headcount allocation – Clickability – Emerging skills • Foundation Elements – Concentrix • Telemarketing/Teleprospecting – Demand type – Definitions/roles – CrownPeak – Relative targeting – Inbound – Demandbase – Lead definition/taxonomy – Compensation – Eloqua – Buying cycle – Ownership – FRONTLINE Selling – Measurement – • Demand Waterfall InsideSales.com – Insource/outsource issues – Stage definitions – Manticore Technology • Web Site – Job families – Content management – Marketo – Conversion rates – Web analytics – Neolane – Waterfall diagnosis – SEO/SEM – Silverpop Engage – Metric families – Conversion optimization – Televerde – Information collection strategies – Unica (IBM) • Waterfall-Based Processes • Tactics – Campaign framework/planning – Deep dives • Benchmark – Portfolio marketing – Inbound marketing – Demand creation audit – Service-level agreements – Mobile marketing – Lead nurturing – Account-based marketing – Pipeline acceleration – Event marketing – Perpetual Demand Creation – Buyer perspectives – Key trends © Copyright SiriusDecisions. All Rights Protected and Reserved. 23
  • 24. Executive Edge CMO (EE CMO) Research Topics • Strategy • Demand Center Model – CMO priorities – Organizational structure – Program/Headcount allocation – Organizational readiness – Marketing skills • Product Strategies – Program interlock – Product vs. solution marketing • Budget – Product launch strategies – Peer comparison – Vertical marketing – Spending trends • Global Marketing – Budget allocation – Demand center model • Planning – Global marketing process – Marketing planning process – Functional priorities – Best practice comparison • Dashboard & Metrics – Waterfall planning model – Marketing metrics • Organizational Models – Marketing/Sales ROI – Marketing model criteria – Customer buying cycle – Centralized vs. decentralized • Technology – Marketing ecosystem – Key trends – Maximizing investment © Copyright SiriusDecisions. All Rights Protected and Reserved. 24
  • 25. Marketing Operations Strategies (MOS) Research Topics • Strategy • Marketing Process • Vendor Profiles – Key roles, responsibilities – Field alignment – Aprimo (Teradata) – Marketing ops by revenue band – Marketing interlock process – Birst • Budget – Best practice syndication – Business Objects (SAP) – Peer, high growth comparison • Planning – Clickability – Spending trends/changes – Marketing strategy – Cognos (IBM) – Defending/Rationalizing – Campaign planning – Eloqua – Tools – Playbooks/Templates – GoodData • Organizational Issues – Harte-Hanks • Shared Services – Models – Marketo – Demand center model – Outsourcing/Offshoring – Neolane – Central vs. local allocation – Centralization/Decentralization – PivotLink • Reporting & Analytics – Skills gap – Trillium – Marketing metrics & KPIs • Data Management – Unica (IBM) – Marketing/Sales ROI – Roles and responsibilities – ZoomInfo – Dashboard report development – Contact management – Analysis options • Benchmarks – Process – Third-party resources • Technology – Budget and planning • Sales Alignment – Marketing automation – Marketing Operations Benchmark – Alignment with sales operations – MRM, BI, data – Dashboard Audit – Governance – Maximizing investment © Copyright SiriusDecisions. All Rights Protected and Reserved. 25
  • 26. Product Marketing & Management (PMM) Research Topics • Product/Solution Strategy • Sales Readiness • Technology/Service Vendor – Business case building – Linkages to Coverage management/operations – Boulder Logic – Relative targeting – Knowledge creation/transfer – Hoover’s – Product roadmap – Collateral and tools – iCentera – Product innovation lifecycle – Rep productivity – Qvidian • Product Launch – Rep transformation: product to – SAVO – Product Launch Model solution – References Online – New product evangelism • Demand Creation – ROInnovation – Positioning and messaging – Campaign framework/planning – StreetSmarts – New market entry – Product promotion strategies – TechValidate • General Strategy – Account-based marketing • Benchmark – Product marketing vs. • Technology/Service Vendor – Product Marketing and management Coverage Management Audit – Solution, vertical, industry – Readiness platform – Evolution by revenue band – Information services – Budget/Headcount allocation – Sales training – SMB vs. enterprise strategy – Productivity point tools – Organizational structures © Copyright SiriusDecisions. All Rights Protected and Reserved. 26
  • 27. Reputation Management Strategies (RMS) Research Topics • Strategy • Social Media • Technology / Service Vendor – Responsibilities/Roles – Social media marketing Coverage – Key trends – Rules/Governance – Attensity – Budget/Resource allocation – Organizational structure – Awareness – Future communications org. – Social operations – Cision – – Collective Intellect – Reputation/Demand convergence Pipeline acceleration – Crimson Hexagon – Fusing traditional, social media – Internal social media – Jive Software – Reputation vs. brand – Community engagement – Lithium Technologies • Marketing Communications – Agency selection – Radian6 – Public relations – Tactic deep dives – SocialText – Analyst/Influencer relations • Branding/Advertising – Vocus – Internal marketing – Global guidelines – Interactive agencies – Public affairs – Agency selection • Interactive Agencies • Benchmark – Merger/Acquisition issues – Competencies – Reputation assessment • Measurement – Selection criteria – Communications budget – Link to demand creation – Evaluation frameworks – Social media budget – Social media ROI – Measurements – Social media assessment – Waterfall seeding/impact – Customer satisfaction © Copyright SiriusDecisions. All Rights Protected and Reserved. 27
  • 28. Sales Enablement Strategies (SES) Research Topics • Enablement Assessment • Sales Skills • Vendor Profiles – Sales enablement model – Foundational skills – Alinean – – Brainshark • Enablement Strategy and Structures Solution selling – Corporate Visions – Leadership and roles – Selling to C Suite – iCentera – Resource allocation/cost – Negotiations – Miller-Heiman • Sales Tools – Marketing integration – Qvidian – Sales playbooks – Richardson – Social media – Sales content portals – Sandler Sales Training • Role-based enablement – Mobile technology – SAVO Group – Competency Models • Sales Training – TAS Group – First-line sales manager – On-boarding – ValueVision – Global/strategic account mngr. – Key Categories – Territory reps – Assessment • Benchmark – Inside sales reps – Delivery options – Sales enablement benchmark – Pre-sales support – Vendor selection • Sales Content/Communications – Impact assessment – Structure – Adoption • Measurement – Delivery and best-practices – Certification programs – Metrics/KPIs – Cost/ROI – Pipeline conversion rates © Copyright SiriusDecisions. All Rights Protected and Reserved. 28
  • 29. Sales Operations Strategies (SOS) Research Topics • Planning • Lead Management • Vendor Profiles – Budgets – Collaboration with Marketing – BigMachines – Quota allocation – Process Development – Birst – Territory Optimization – Demand Commitment – Callidus – Account Planning – Launch – Cloud9 – Resource allocation/cost • Sales Analytics – ConnectandSell – Expense vs. Revenue – Pipeline Metrics – Insidesales.com • Sales Roles & Responsibilities – Forecast Management – InsideView – Inside Sales – Sales Cycles – Win/Loss Analysis – TerrAlign – Field Reps – Xactly – Management/Leaders • Sales Force Automation – Vendor Selection – ZoomInfo • Sales Process – Implementation – Creation/Modification – Integration • Benchmarks – Relationship to Buying Process – Training – Sales Operations Audit – Social Media – Adoption Policy/Procedures • Sales Technology – Opportunity Management – Contact Databases • Compensation Planning – Analytics – Creation – Configuration, Pricing & Quoting – Modeling – Incentive Compensation Mgmt. – Allocation © Copyright SiriusDecisions. All Rights Protected and Reserved. 29