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© 2019 Adobe. All Rights Reserved. Adobe Confidential.
Diving down the funnel with account-based marketing
Melanie Gipp | Senior Marketing Manager, Marketo, an Adobe company | @MGipp
© 2019 Adobe. All Rights Reserved. Adobe Confidential.
Don’t forget to tweet using #AdobeSummit
https://adobe.ly/2IlgeCp
Scan the QR code and download the Summit event app to get involved
© 2019 Adobe. All Rights Reserved. Adobe Confidential.
Log in to your account using the details sent to you when you registered
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Ask questions and answer polls
Interact with Summit 2019 using the event app
Don’t forget to tweet using #AdobeSummit
© 2019 Adobe. All Rights Reserved. Adobe Confidential.
Diving down the funnel with account-based marketing
Melanie Gipp | Senior Marketing Manager, Marketo, an Adobe company | @MGipp
© 2019 Adobe. All Rights Reserved. Adobe Confidential.
“I haven’t failed,
I’ve found 10,000
ways that don’t work”
- Thomas Edison
#AdobeSummit @MGipp
© 2019 Adobe. All Rights Reserved. Adobe Confidential.
What you’ll walk away with
How we do ABM
Resources you’ll walk away with:
 Model: Marketo’s Reference Model for
Lead Management
 Template: New ABM Program Launch
w/Nurture, Microsite & Chatbot
 Definitive Guide to Account-Based
Marketing:
https://www.marketo.com/definitive-
guides/the-definitive-guide-to-
account-based-marketing/
#AdobeSummit @MGipp
© 2019 Adobe. All Rights Reserved. Adobe Confidential.
ABM Strategy Recipe
Shared Goals
& Accounts
+ Data
Insights
Focused
Engagement
+
#AdobeSummit @MGipp
© 2019 Adobe. All Rights Reserved. Adobe Confidential.
ABM Strategy Recipe
Shared Goals
& Accounts
+ Data
Insights
Focused
Engagement
+
#AdobeSummit @MGipp
© 2019 Adobe. All Rights Reserved. Adobe Confidential.
Alignment
GOALS:
– Bookings
– Deal Size
– Win Rates
Shared Goal & Accounts
#AdobeSummit @MGipp
LEADING INDICATOR:
– Pipeline
– SQLs
– MQLs
– AQLs
© 2019 Adobe. All Rights Reserved. Adobe Confidential.
Demand to revenue operating model 2019
CapDB
Marketable
Database
Inquiry
Program Successes
AQL
Automated
Qualified Leads
TAL
Tele Accepted Leads
MQL
Marketing Qualified Lead
(STAGE 0 OPPTY)
SQL
Sales Qualified Lead
(STAGE 1 OPPTY)
Anyone in the
customer and
prospect database
Names acquired via
digital/inbound
campaigns
Form fills, content
downloads, webinar
attendance, etc.
Inquiries that meet a
certain threshold based
on Marketo’s scoring
model
Priority 1: Act now
1. These are individuals
who indicate that they
would like to speak with a
Marketo representative
Priority 2: Engaged
These are individuals who
have reached a product
interest score of X for
products they don’t currently
own AQL
Priority 3: Call Now
These are individuals who
have a lower propensity to
buy but are still in need of
a follow up
An AQL that is accepted
by the CSM or BDR team
to begin qualification
ENT SLAs for
acceptance / follow up:
Priority 1: XXX
Priority 2: XXX
Priority 3: XXX
COMM - Handoff to CSM
ENT – Handoff to ENT BDR
ENT - Warm Handoff to Sales
SLA for qualification:
Must qualify the AQL by
assessing that the
customer:
1. Hasn’t purchased the
product the customer
is a lead for
People (Leads + Contacts) Opportunities
A fully qualified TAL that
meets the following criteria:
(3/4) of this criteria: Budget,
business need, timeline and
knowledge of who the general
buying committee is
Opportunities should be
created from the TAL
Opportunity type set to
cross-sell for these products:
_______________
_______________
________________
ENT SLA:
XXX
An MQL that CSM
converts to an SQL with
following criteria:
• Available budget
• Right contacts
• Actively engaged
COMM SLAs for
acceptance / follow up:
Priority 1: XXX
Priority 2: XXX
Priority 3: XXX
Shared Goal & Accounts
#AdobeSummit @MGipp
© 2019 Adobe. All Rights Reserved. Adobe Confidential.
Account alignment
Shared Goal & Accounts
Key considerations
1.High yield
2.Product fit
3.Competitor solution
4.Strategic importance
#AdobeSummit @MGipp
© 2019 Adobe. All Rights Reserved. Adobe Confidential.
ABM execution framework
Contact Engagement
AccountScore
High Low
High
Call First
Direct Mail
High Ad Bids
Call Second
Direct Mail
Medium Ad Bids
Low
Call Third
Digital Only
Call Last
Inbound Only
Shared Goal & Accounts
#AdobeSummit @MGipp
© 2019 Adobe. All Rights Reserved. Adobe Confidential.
ABM strategy recipe
Shared Goals
& Accounts
+ Data
Insights
Focused
Engagement
+
#AdobeSummit @MGipp
© 2019 Adobe. All Rights Reserved. Adobe Confidential.
Who to engage with - Outbound
Shared Goal & Accounts
 Account Profiling
 Org Structure
 Contact Discovery
Acme Industries
In-depth Company Report
August 2017
#AdobeSummit @MGipp
© 2019 Adobe. All Rights Reserved. Adobe Confidential.
Who to engage with - Inbound
• Does not have Product
“X”
• Is identified as a fit for
Product “X” using
Account Profiling
models
• Engagement with Marketo
Programs that increase Product
Interest Score to Med-High
• Customer account shows surge
on keywords/categories
related to topic they do not
currently own
Shared Goal & Accounts
#AdobeSummit @MGipp
AQL = Target Account + ( Marketo Activity + Bombora Intent )
© 2019 Adobe. All Rights Reserved. Adobe Confidential.
ABM tiered programs
Focused Engagement
#AdobeSummit @MGipp
© 2019 Adobe. All Rights Reserved. Adobe Confidential.
Treating “Prospects” like humans, not opportunities
Focused Engagement
#AdobeSummit @MGipp
© 2019 Adobe. All Rights Reserved. Adobe Confidential.
Taking content to executives
25 x ROI
80% conversion from
conversation to
opportunity
Focused Engagement
#AdobeSummit @MGipp
© 2019 Adobe. All Rights Reserved. Adobe Confidential.
We don’t stop at pipeline creation
Field Marketing
1 million
impressions
750 clicks
Display Advertising
Focused Engagement
#AdobeSummit @MGipp
© 2019 Adobe. All Rights Reserved. Adobe Confidential.
Sample Campaign
AQL: #515 | Revenue: $XXM
MESSAGEBUYERSEGMENTPRODUCT SALES AND MARKETING PARTNERSHIP
The need to seamlessly manage, qualify and deliver incoming leads to the Sales Team
through a process that drives accountability and productivity and more revenue.
Predictive Cross-sell Model
NOAM
EMEA
ANZ
AQL: #800 | Revenue: $XXM
ABM
GOALS
COMM
ENT
Focused Engagement
#AdobeSummit @MGipp
© 2019 Adobe. All Rights Reserved. Adobe Confidential.
ABM programs and channels
Prove & Improve Marketing’s Impact
NURTURE
Product Interest
Adoption
PAID MEDIA
Account-Based
WEBINARS
Account-Based
CHATBOT
Drift Chatbot
G2CROWD
Intent
Churn Risk
DIRECT MAIL
Alyce
EVENTS
Bizible
Roadshow
SALES
Sales Connect
Vidyard
DATA
ENRICHMENT
Bombora
Mintigo
MOBILE
Push & SMS
DEMOS
Interactive
WEB
PERSONAL-
ISATION
MICROSITE
Folloze
Focused Engagement
#AdobeSummit @MGipp
© 2019 Adobe. All Rights Reserved. Adobe Confidential.
ABM programs and channels
Prove & Improve Marketing’s Impact
NURTURE
Product Interest
Adoption
PAID MEDIA
Account-Based
WEBINARS
Account-Based
CHATBOT
Drift Chatbot
G2CROWD
Intent
Churn Risk
DIRECT MAIL
Alyce
EVENTS
Bizible
Roadshow
SALES
Sales Connect
Vidyard
DATA
ENRICHMENT
Bombora
Mintigo
MOBILE
Push & SMS
DEMOS
Interactive
WEB
PERSONAL-
ISATION
MICROSITE
Folloze
Focused Engagement
#AdobeSummit @MGipp
© 2019 Adobe. All Rights Reserved. Adobe Confidential.
ABM programs and channels
Prove & Improve Marketing’s Impact
NURTURE
Product Interest
Adoption
PAID MEDIA
Account-Based
WEBINARS
Account-Based
CHATBOT
Drift Chatbot
G2CROWD
Intent
Churn Risk
DIRECT MAIL
Alyce
EVENTS
Bizible
Roadshow
SALES
Sales Connect
Vidyard
DATA
ENRICHMENT
Bombora
Mintigo
MOBILE
Push & SMS
DEMOS
Interactive
WEB
PERSONAL-
ISATION
MICROSITE
Folloze
Focused Engagement
#AdobeSummit @MGipp
© 2019 Adobe. All Rights Reserved. Adobe Confidential.
ABM programs and channels
Prove & Improve Marketing’s Impact
NURTURE
Product Interest
Adoption
PAID MEDIA
Account-Based
WEBINARS
Account-Based
CHATBOT
Drift Chatbot
G2CROWD
Intent
Churn Risk
DIRECT MAIL
Alyce
EVENTS
Bizible
Roadshow
SALES
Sales Connect
Vidyard
DATA
ENRICHMENT
Bombora
Mintigo
MOBILE
Push & SMS
DEMOS
Interactive
WEB
PERSONAL-
ISATION
MICROSITE
Folloze
Focused Engagement
#AdobeSummit @MGipp
© 2019 Adobe. All Rights Reserved. Adobe Confidential.
ABM strategy recipe
Shared Goal
& Accounts
+ Data
Insights
Focused
Engagement
+
#AdobeSummit @MGipp
© 2019 Adobe. All Rights Reserved. Adobe Confidential.
Some technology we are using…
#AdobeSummit @MGipp
© 2019 Adobe. All Rights Reserved. Adobe Confidential.
Bizible
Data Insights
#AdobeSummit @MGipp
© 2019 Adobe. All Rights Reserved. Adobe Confidential.
What to measure and when
Data Insights
1
• New Names
2
• New Targets
3
• Opt ins
Early
1
• Call connects
2
• # of meetings
3
• Marketing qualified leads
(MQLs)
Mid
1
• # of opportunities
2
• Pipeline & ARR
3
• Revenue won
Late
#AdobeSummit @MGipp
Customer
© 2019 Adobe. All Rights Reserved. Adobe Confidential.
Key takeaways
Marketo designs an ABM
strategy that focuses around
the customer
 Shared goals and accounts
with Sales
 Focused companywide
engagement
 Data and insights at both the
lead and account level
#AdobeSummit @MGipp
© 2019 Adobe. All Rights Reserved. Adobe Confidential.
Submit your questions using the Summit App
Your question, or one similar, may already be in the queue
#AdobeSummit @twitterhandle
Melanie Gipp
Email: mgipp@adobe.com
LinkedIn: www.linkedin.com/in/melagipp
Twitter: @mgipp
© 2019 Adobe. All Rights Reserved. Adobe Confidential.
B2B8
From 10 to 100 million –
how you scale your
marketing smarter
Marketo Engage
Case Study
B2B9
Time, love and intent
data - a killer recipe for
demand generation
Marketo Engage
Thought Leadership
Tips & Tricks
B2B10
Deliver measurable and
scalable campaigns in
Marketo
Marketo Engage
Tips & Tricks
B2B2
Creating epic customer
experiences
Marketo Engage
Thought Leadership
12:00 - 12:45 13:00 - 13:45 14:00 - 14:45 15:00 - 15:45
Next Sessions
#AdobeSummit @MGipp
© 2019 Adobe. All Rights Reserved. Adobe Confidential.
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Don’t forget to tweet using #AdobeSummit
Complete the Survey to WIN!
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prize draw
4
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Diving down the funnel with account-based marketing - Melanie Gipp - Adobe Summit 2019 - Marketo

  • 1. © 2019 Adobe. All Rights Reserved. Adobe Confidential. Diving down the funnel with account-based marketing Melanie Gipp | Senior Marketing Manager, Marketo, an Adobe company | @MGipp
  • 2. © 2019 Adobe. All Rights Reserved. Adobe Confidential. Don’t forget to tweet using #AdobeSummit https://adobe.ly/2IlgeCp Scan the QR code and download the Summit event app to get involved
  • 3. © 2019 Adobe. All Rights Reserved. Adobe Confidential. Log in to your account using the details sent to you when you registered Enable social and select the room for your session Ask questions and answer polls Interact with Summit 2019 using the event app Don’t forget to tweet using #AdobeSummit
  • 4. © 2019 Adobe. All Rights Reserved. Adobe Confidential. Diving down the funnel with account-based marketing Melanie Gipp | Senior Marketing Manager, Marketo, an Adobe company | @MGipp
  • 5. © 2019 Adobe. All Rights Reserved. Adobe Confidential. “I haven’t failed, I’ve found 10,000 ways that don’t work” - Thomas Edison #AdobeSummit @MGipp
  • 6. © 2019 Adobe. All Rights Reserved. Adobe Confidential. What you’ll walk away with How we do ABM Resources you’ll walk away with:  Model: Marketo’s Reference Model for Lead Management  Template: New ABM Program Launch w/Nurture, Microsite & Chatbot  Definitive Guide to Account-Based Marketing: https://www.marketo.com/definitive- guides/the-definitive-guide-to- account-based-marketing/ #AdobeSummit @MGipp
  • 7. © 2019 Adobe. All Rights Reserved. Adobe Confidential. ABM Strategy Recipe Shared Goals & Accounts + Data Insights Focused Engagement + #AdobeSummit @MGipp
  • 8. © 2019 Adobe. All Rights Reserved. Adobe Confidential. ABM Strategy Recipe Shared Goals & Accounts + Data Insights Focused Engagement + #AdobeSummit @MGipp
  • 9. © 2019 Adobe. All Rights Reserved. Adobe Confidential. Alignment GOALS: – Bookings – Deal Size – Win Rates Shared Goal & Accounts #AdobeSummit @MGipp LEADING INDICATOR: – Pipeline – SQLs – MQLs – AQLs
  • 10. © 2019 Adobe. All Rights Reserved. Adobe Confidential. Demand to revenue operating model 2019 CapDB Marketable Database Inquiry Program Successes AQL Automated Qualified Leads TAL Tele Accepted Leads MQL Marketing Qualified Lead (STAGE 0 OPPTY) SQL Sales Qualified Lead (STAGE 1 OPPTY) Anyone in the customer and prospect database Names acquired via digital/inbound campaigns Form fills, content downloads, webinar attendance, etc. Inquiries that meet a certain threshold based on Marketo’s scoring model Priority 1: Act now 1. These are individuals who indicate that they would like to speak with a Marketo representative Priority 2: Engaged These are individuals who have reached a product interest score of X for products they don’t currently own AQL Priority 3: Call Now These are individuals who have a lower propensity to buy but are still in need of a follow up An AQL that is accepted by the CSM or BDR team to begin qualification ENT SLAs for acceptance / follow up: Priority 1: XXX Priority 2: XXX Priority 3: XXX COMM - Handoff to CSM ENT – Handoff to ENT BDR ENT - Warm Handoff to Sales SLA for qualification: Must qualify the AQL by assessing that the customer: 1. Hasn’t purchased the product the customer is a lead for People (Leads + Contacts) Opportunities A fully qualified TAL that meets the following criteria: (3/4) of this criteria: Budget, business need, timeline and knowledge of who the general buying committee is Opportunities should be created from the TAL Opportunity type set to cross-sell for these products: _______________ _______________ ________________ ENT SLA: XXX An MQL that CSM converts to an SQL with following criteria: • Available budget • Right contacts • Actively engaged COMM SLAs for acceptance / follow up: Priority 1: XXX Priority 2: XXX Priority 3: XXX Shared Goal & Accounts #AdobeSummit @MGipp
  • 11. © 2019 Adobe. All Rights Reserved. Adobe Confidential. Account alignment Shared Goal & Accounts Key considerations 1.High yield 2.Product fit 3.Competitor solution 4.Strategic importance #AdobeSummit @MGipp
  • 12. © 2019 Adobe. All Rights Reserved. Adobe Confidential. ABM execution framework Contact Engagement AccountScore High Low High Call First Direct Mail High Ad Bids Call Second Direct Mail Medium Ad Bids Low Call Third Digital Only Call Last Inbound Only Shared Goal & Accounts #AdobeSummit @MGipp
  • 13. © 2019 Adobe. All Rights Reserved. Adobe Confidential. ABM strategy recipe Shared Goals & Accounts + Data Insights Focused Engagement + #AdobeSummit @MGipp
  • 14. © 2019 Adobe. All Rights Reserved. Adobe Confidential. Who to engage with - Outbound Shared Goal & Accounts  Account Profiling  Org Structure  Contact Discovery Acme Industries In-depth Company Report August 2017 #AdobeSummit @MGipp
  • 15. © 2019 Adobe. All Rights Reserved. Adobe Confidential. Who to engage with - Inbound • Does not have Product “X” • Is identified as a fit for Product “X” using Account Profiling models • Engagement with Marketo Programs that increase Product Interest Score to Med-High • Customer account shows surge on keywords/categories related to topic they do not currently own Shared Goal & Accounts #AdobeSummit @MGipp AQL = Target Account + ( Marketo Activity + Bombora Intent )
  • 16. © 2019 Adobe. All Rights Reserved. Adobe Confidential. ABM tiered programs Focused Engagement #AdobeSummit @MGipp
  • 17. © 2019 Adobe. All Rights Reserved. Adobe Confidential. Treating “Prospects” like humans, not opportunities Focused Engagement #AdobeSummit @MGipp
  • 18. © 2019 Adobe. All Rights Reserved. Adobe Confidential. Taking content to executives 25 x ROI 80% conversion from conversation to opportunity Focused Engagement #AdobeSummit @MGipp
  • 19. © 2019 Adobe. All Rights Reserved. Adobe Confidential. We don’t stop at pipeline creation Field Marketing 1 million impressions 750 clicks Display Advertising Focused Engagement #AdobeSummit @MGipp
  • 20. © 2019 Adobe. All Rights Reserved. Adobe Confidential. Sample Campaign AQL: #515 | Revenue: $XXM MESSAGEBUYERSEGMENTPRODUCT SALES AND MARKETING PARTNERSHIP The need to seamlessly manage, qualify and deliver incoming leads to the Sales Team through a process that drives accountability and productivity and more revenue. Predictive Cross-sell Model NOAM EMEA ANZ AQL: #800 | Revenue: $XXM ABM GOALS COMM ENT Focused Engagement #AdobeSummit @MGipp
  • 21. © 2019 Adobe. All Rights Reserved. Adobe Confidential. ABM programs and channels Prove & Improve Marketing’s Impact NURTURE Product Interest Adoption PAID MEDIA Account-Based WEBINARS Account-Based CHATBOT Drift Chatbot G2CROWD Intent Churn Risk DIRECT MAIL Alyce EVENTS Bizible Roadshow SALES Sales Connect Vidyard DATA ENRICHMENT Bombora Mintigo MOBILE Push & SMS DEMOS Interactive WEB PERSONAL- ISATION MICROSITE Folloze Focused Engagement #AdobeSummit @MGipp
  • 22. © 2019 Adobe. All Rights Reserved. Adobe Confidential. ABM programs and channels Prove & Improve Marketing’s Impact NURTURE Product Interest Adoption PAID MEDIA Account-Based WEBINARS Account-Based CHATBOT Drift Chatbot G2CROWD Intent Churn Risk DIRECT MAIL Alyce EVENTS Bizible Roadshow SALES Sales Connect Vidyard DATA ENRICHMENT Bombora Mintigo MOBILE Push & SMS DEMOS Interactive WEB PERSONAL- ISATION MICROSITE Folloze Focused Engagement #AdobeSummit @MGipp
  • 23. © 2019 Adobe. All Rights Reserved. Adobe Confidential. ABM programs and channels Prove & Improve Marketing’s Impact NURTURE Product Interest Adoption PAID MEDIA Account-Based WEBINARS Account-Based CHATBOT Drift Chatbot G2CROWD Intent Churn Risk DIRECT MAIL Alyce EVENTS Bizible Roadshow SALES Sales Connect Vidyard DATA ENRICHMENT Bombora Mintigo MOBILE Push & SMS DEMOS Interactive WEB PERSONAL- ISATION MICROSITE Folloze Focused Engagement #AdobeSummit @MGipp
  • 24. © 2019 Adobe. All Rights Reserved. Adobe Confidential. ABM programs and channels Prove & Improve Marketing’s Impact NURTURE Product Interest Adoption PAID MEDIA Account-Based WEBINARS Account-Based CHATBOT Drift Chatbot G2CROWD Intent Churn Risk DIRECT MAIL Alyce EVENTS Bizible Roadshow SALES Sales Connect Vidyard DATA ENRICHMENT Bombora Mintigo MOBILE Push & SMS DEMOS Interactive WEB PERSONAL- ISATION MICROSITE Folloze Focused Engagement #AdobeSummit @MGipp
  • 25. © 2019 Adobe. All Rights Reserved. Adobe Confidential. ABM strategy recipe Shared Goal & Accounts + Data Insights Focused Engagement + #AdobeSummit @MGipp
  • 26. © 2019 Adobe. All Rights Reserved. Adobe Confidential. Some technology we are using… #AdobeSummit @MGipp
  • 27. © 2019 Adobe. All Rights Reserved. Adobe Confidential. Bizible Data Insights #AdobeSummit @MGipp
  • 28. © 2019 Adobe. All Rights Reserved. Adobe Confidential. What to measure and when Data Insights 1 • New Names 2 • New Targets 3 • Opt ins Early 1 • Call connects 2 • # of meetings 3 • Marketing qualified leads (MQLs) Mid 1 • # of opportunities 2 • Pipeline & ARR 3 • Revenue won Late #AdobeSummit @MGipp
  • 30. © 2019 Adobe. All Rights Reserved. Adobe Confidential. Key takeaways Marketo designs an ABM strategy that focuses around the customer  Shared goals and accounts with Sales  Focused companywide engagement  Data and insights at both the lead and account level #AdobeSummit @MGipp
  • 31. © 2019 Adobe. All Rights Reserved. Adobe Confidential. Submit your questions using the Summit App Your question, or one similar, may already be in the queue #AdobeSummit @twitterhandle Melanie Gipp Email: mgipp@adobe.com LinkedIn: www.linkedin.com/in/melagipp Twitter: @mgipp
  • 32. © 2019 Adobe. All Rights Reserved. Adobe Confidential. B2B8 From 10 to 100 million – how you scale your marketing smarter Marketo Engage Case Study B2B9 Time, love and intent data - a killer recipe for demand generation Marketo Engage Thought Leadership Tips & Tricks B2B10 Deliver measurable and scalable campaigns in Marketo Marketo Engage Tips & Tricks B2B2 Creating epic customer experiences Marketo Engage Thought Leadership 12:00 - 12:45 13:00 - 13:45 14:00 - 14:45 15:00 - 15:45 Next Sessions #AdobeSummit @MGipp
  • 33. © 2019 Adobe. All Rights Reserved. Adobe Confidential. Log in to your account using the details sent to you when you registered Enable social, search the schedule and favourite the session Complete the survey Interact with Summit 2019 using the event app Don’t forget to tweet using #AdobeSummit
  • 34. Complete the Survey to WIN! Log in to your account Enable social Download the App 1 Complete at least 9 surveys to enter the prize draw 4 One chance to win per session Please favourite the session Survey available as the session starts Win an Adobe Creative Cloud 1 Year License 3 2 Win a Surface Go The hybrid PC dream made real