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Marketing Automation is 
Awesome! 
Kimi Heskett-Fowler 
Marketing Automation Specialist 
OnBase by Hyland 
Page 1 #MKTGNATION14 © 2014 Marketo, Inc.
Who Am I? 
• 100% of my time is spent on Marketing Automation & 
related activities 
• Marketo Ohio User Group Leader 
• Marketo Certified Expert 
• 3-Time Marketo Champion 
• 2013 Marketo Champion of the Year 
Page 2 #MKTGNATION14 © 2014 Marketo, Inc.
I love marketing automation! 
Page 3 #MKTGNATION14 © 2014 Marketo, Inc.
All the good stuff 
1. What is Marketing Automation? 
2. Why Marketing Automation? 
3. What should you consider in this process? 
4. Why Marketo? 
5. Marketo Implementation is Fun 
6. Successes 
7. Questions? 
Page 4 #MKTGNATION14 © 2014 Marketo, Inc.
What is Marketing Automation? 
Marketing automation refers to software platforms and 
technologies designed for marketing departments and 
organizations to more effectively market on multiple 
channels online (such as email, social media, websites, 
etc.) and automate repetitive tasks. 
Basically, it’s awesome. 
Page 5 #MKTGNATION14 © 2014 Marketo, Inc.
Why Marketing Automation? 
Because it’s awesome… 
Page 6 #MKTGNATION14 © 2014 Marketo, Inc.
No Really… Why Marketing Automation? 
1. Scalable 
2. Accountability 
3. Alignment between sales & marketing 
4. Step up your communication game 
5. Coordination 
Page 7 #MKTGNATION14 © 2014 Marketo, Inc.
What should you consider? 
• Getting Marketing to buy in is easy. Worry about 
everyone else. 
• Make the IT folks your besties. 
• Make other departments part of the evaluation, 
implementation and rollout. 
Page 8 #MKTGNATION14 © 2014 Marketo, Inc.
Why Marketo? 
“I vividly remember the demo. 
Marketo listened to our 
problems, what we wanted to 
accomplish and what we 
needed to measure. There was 
no question that this solution 
was for us.” 
-Dave Vegh 
Sales Program Manager 
Page 9 #MKTGNATION14 © 2014 Marketo, Inc.
Why Marketo? 
“With Marketo, we take our 
campaigns to the next level, 
make our employees are more 
efficient and we can be more 
attentive to our customers.” 
-Jerry Trudell 
Demand Gen Manager 
Page 10 #MKTGNATION14 © 2014 Marketo, Inc.
Implementation is fun! 
• Use your resources! 
• Marketo University 
• Marketo Community 
• User Groups 
• Social Networks 
Page 11 #MKTGNATION14 © 2014 Marketo, Inc.
Implementation is fun! 
Page 12 #MKTGNATION14 © 2014 Marketo, Inc.
Successes! 
1,208 MQLs vs. 
2,647 MQLs 
120% growth 
Page 13 #MKTGNATION14 © 2014 Marketo, Inc.
Successes! 
100% YoY growth 
on booked revenue 
sourced from 
Marketing post 
Marketo & SFDC 
implementation. 
Page 14 #MKTGNATION14 © 2014 Marketo, Inc.
Q&A 
Kimi Heskett-Fowler 
Marketing Automation Specialist – OnBase by Hyland 
Kimi.heskett@onbase.com 
@kimikay 
Page 15 #MKTGNATION14 © 2014 Marketo, Inc.

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Marketing Automation is Awesome! - Kimi Heskett-Fowler

  • 1. Marketing Automation is Awesome! Kimi Heskett-Fowler Marketing Automation Specialist OnBase by Hyland Page 1 #MKTGNATION14 © 2014 Marketo, Inc.
  • 2. Who Am I? • 100% of my time is spent on Marketing Automation & related activities • Marketo Ohio User Group Leader • Marketo Certified Expert • 3-Time Marketo Champion • 2013 Marketo Champion of the Year Page 2 #MKTGNATION14 © 2014 Marketo, Inc.
  • 3. I love marketing automation! Page 3 #MKTGNATION14 © 2014 Marketo, Inc.
  • 4. All the good stuff 1. What is Marketing Automation? 2. Why Marketing Automation? 3. What should you consider in this process? 4. Why Marketo? 5. Marketo Implementation is Fun 6. Successes 7. Questions? Page 4 #MKTGNATION14 © 2014 Marketo, Inc.
  • 5. What is Marketing Automation? Marketing automation refers to software platforms and technologies designed for marketing departments and organizations to more effectively market on multiple channels online (such as email, social media, websites, etc.) and automate repetitive tasks. Basically, it’s awesome. Page 5 #MKTGNATION14 © 2014 Marketo, Inc.
  • 6. Why Marketing Automation? Because it’s awesome… Page 6 #MKTGNATION14 © 2014 Marketo, Inc.
  • 7. No Really… Why Marketing Automation? 1. Scalable 2. Accountability 3. Alignment between sales & marketing 4. Step up your communication game 5. Coordination Page 7 #MKTGNATION14 © 2014 Marketo, Inc.
  • 8. What should you consider? • Getting Marketing to buy in is easy. Worry about everyone else. • Make the IT folks your besties. • Make other departments part of the evaluation, implementation and rollout. Page 8 #MKTGNATION14 © 2014 Marketo, Inc.
  • 9. Why Marketo? “I vividly remember the demo. Marketo listened to our problems, what we wanted to accomplish and what we needed to measure. There was no question that this solution was for us.” -Dave Vegh Sales Program Manager Page 9 #MKTGNATION14 © 2014 Marketo, Inc.
  • 10. Why Marketo? “With Marketo, we take our campaigns to the next level, make our employees are more efficient and we can be more attentive to our customers.” -Jerry Trudell Demand Gen Manager Page 10 #MKTGNATION14 © 2014 Marketo, Inc.
  • 11. Implementation is fun! • Use your resources! • Marketo University • Marketo Community • User Groups • Social Networks Page 11 #MKTGNATION14 © 2014 Marketo, Inc.
  • 12. Implementation is fun! Page 12 #MKTGNATION14 © 2014 Marketo, Inc.
  • 13. Successes! 1,208 MQLs vs. 2,647 MQLs 120% growth Page 13 #MKTGNATION14 © 2014 Marketo, Inc.
  • 14. Successes! 100% YoY growth on booked revenue sourced from Marketing post Marketo & SFDC implementation. Page 14 #MKTGNATION14 © 2014 Marketo, Inc.
  • 15. Q&A Kimi Heskett-Fowler Marketing Automation Specialist – OnBase by Hyland Kimi.heskett@onbase.com @kimikay Page 15 #MKTGNATION14 © 2014 Marketo, Inc.

Notas do Editor

  1. Good Afternoon everyone, my name is Kimi Fowler and I’m here today to talk to you about why marketing automation is awesome. A little about myself. I’m a full time marketing automation specialist at OnBase by Hyland in Westlake, Ohio… just outside of lovely Cleveland. I spend my days building workflows, disecting data, executing marketing programs and just being generally awesome at life. I’m also the User Group Leader for the Ohio Marketo User Group and a Marketo certified expert. I’m also a 3 time Marketo champion and was lucky enough to be dubbed the 2013 Marketo champion of the year. It’s truly an honor to be so involved with the fine folks at Marketo. Also, my mom is really proud.
  2. Here’s just a few fun things I’ve been lucky enough to be involved in recently – the marketing automation community is very supportive and a lot of fun!
  3. Today we’ll zip through all awesome things marketing automation and have time for questions at the end!
  4. So if you are here you probably have an inkling, or more than an inkling, of what marketing automation is. In a nutshell, or a wikipedia definition, marketing automation refers to software platforms and technologies designed for marketing departments and organizations to more effectively market on multiple channels online (such as email, social media, websites, etc.) and automate repetitive tasks. Basically, it’s awesome.
  5. So why do you need marketing automation? Well, again, because it’s awesome.
  6. OK, I know I use the word awesome a lot. But let’s get down to business. There are some great reasons to look at a marketing automation platform. Scalability – optimize your efficiency Accountability – who here doesn’t care about ROI? 0 hands raised. MA give you and your team program metrics that help you create pipeline and enable you to quickly change the course of your plans as needed and know where to invest. Alignment – help provide the right people at the right time to your sales team. They will appreciate it. Communication – easily schedule, activate, deactivate, nurture Coordination – run programs across multiple channels
  7. When looking at marketing automation tools you’ll likely run into very few road blocks amongst the marketing team members and the sales team members closely aligned with marketing. Like I said before, Marketing Automation is awesome and these folks will easily recognize that. The folks you should be worrying about are everyone else. Consider how much time IT will have to invest in the implementation and maintenance of a marketing automation system. I still to this day have to work with our IT folks on a regular basis on various pieces as they relate to our marketing automation system. The better that relationship is and the more they feel included and educated, the better off we all are. Beyond IT think about all the other departments that will not only be affected by the rollout of this system, but that can also benefit from it. Not only sales and services groups but other outliers like customer experience, internal communications, events teams and more. Everyone can benefit from this powerful system. The more you can show them that up front, the better off you’ll be long term. We made other groups feel included by inviting them to initial demos, providing them education up front, asking about their needs as it related to the system and what they dreamed about doing with a system like this. Sure, you probably can’t deliver all those dreams right away but they are good to discuss, document and file away for the future.
  8. After two days of discovery with the team at Marketo, Dave Vegh, our Sales Program Manager, was sold within the first minute of the demo. “I vividly remember the demo. Marketo listened to our problems, what we wanted to accomplish and what we needed to measure. There was no question that this solution was for us.”
  9. “With Marketo, we take our campaigns to the next level , make our employees are more efficient and we can be more attentive to our customers,” says Jerry Trudell, Demand Generation Manager.
  10. When it comes to implementing a marketing automation system I can’t stress enough to use your resources! Implementation services are there for a reason and you have plentiful other resources to tap too. Specifically with a Marketo implementation I can talk enough about the power of the Marketo Community. The community got me to where I am today and where I met some of my favorite people in the world. Marketo also offers amazing courses, both live and on-demand and as a user group leader I definitely recommend becoming involved with your local group. Even outside of those resources look for help on your social networks. There are plenty of us marketing automation nerds out there would would love to connect with you via twitter and other outlets.
  11. Amanda McAllister, Manager of Marketing System Operations, shares, “To have a successful and fully utilized marketing automation platform, you need integration with your CRM. That’s the only way to see the full picture from a lead through to a sale. The power of that visibility spreads to all areas of the business. Our Marketo integration with Salesforce has brought us light years ahead of where we were before.” These days there are so many great options to enable you and your team for success! At Hyland we’ve utilized tons of the partners available to us such as the ones you see here. They’ve made our systems more powerful and efficient.
  12. Hyland has indeed become more efficient. The last full year using the old system produced 1,208 MQLs. The Hyland team closed out their first full year using Marketo with 2,647 MQLs – nearly 120 percent growth.
  13. Drew Chapin, VP of Marketing, leads the charge of enthusiasm. “What’s most exciting about our Marketo deployment with Salesforce isn’t the significant early return of over 100 percent year-over-year growth on booked revenue sourced from marketing. It’s that we have only scratched the surface on what’s possible.”