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Managing Your Marketing Database
How To Get Better Results
Marketing Evangelist

Pardot
Mathew Sweezey
Co-Founder and Partner

Brainrider
Scott Armstrong
Safe Harbor
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Managing Your Marketing Database:
How To Get Better Results
What determines the life, health, and
value of a lead in your databases and
what can you do about it?
Scott Armstrong
Co-Founder and Partner
Brainrider
Mathew Sweezey
Marketing Evangelist
Pardot
Do you know
your average
cost per email
acquisition?
Do you know
the value of your
email database?
Do you know
how many
names in your
database are
active?
Average cost
per lead = $150 
Average size of
database =
90% of B2B buyers
say email is their
preferred
communication
method!
Emails are the
most valuable
marketing asset
in your control!
PUT YOUR
COFFEE DOWN!
YOU LOSE
ABOUT 25%
EACH YEAR
h#p://www.chiefmarketer.com/b2b/data-­‐quality-­‐s<ll-­‐a-­‐struggle-­‐for-­‐b2b-­‐marketers-­‐28012013	
  
ACQUIRE	
  
ENGAGE	
  
CHURN	
  
THE LIFECYCLE OF AN EMAIL	
  
ACQUIRE	
  
•  Qualified Traffic
•  Form Submissions
•  Lists (Opt-In)
THE LIFECYCLE OF AN EMAIL	
  
ENGAGE	
  
•  Send
•  Open
•  Read/Click
THE LIFECYCLE OF AN EMAIL	
  
CHURN 	
  
•  The Silent Filter
•  Hard Bounces
•  Unsubscribes
•  SPAM

I’m 31 years old. I’ve had
professional jobs for 9 years. I’ve
had over 9 different professional
email addresses. 
THE LIFECYCLE OF AN EMAIL	
  
3 Tactics To Manage Your
Marketing Database
1.  Attract More Qualified Prospects With
A Customer Focused Approach
2.  Convert Traffic Into Prospects With
More CTA’s and Shorter Forms
3.  Increase Engagement and Reduce
Churn Using Prospect Segmentation
1. Acquire More Qualified Prospects
With A Customer Focused Approach
It’s not just
about 
you.
Prospects	
  want	
  informaon	
  that	
  	
  
helps	
  them	
  solve	
  problems…	
  
Übersuggest
…	
  aligned	
  to	
  their	
  buying	
  decision.	
  
If your
customer
is asking:
What’s my
problem?
How do I fix
my problem?
Are you
right for me?
They
want:
Education 
Benchmarks
Solution Options 
Product Suitability
Proof Points 
Decision Support
What to
share
with
them:
• Trends
• Benchmarks
• Analyst coverage
• 101 Education
• How to guides
• How other people
are solving this
• What is the solution 
how does it work
• Solution comparisons
• Pitfall analysis
• Readiness  suitability
assessments
• How to choose a
vendor
• Pricing
• Bench strength
demonstration
• Case studies
• ROI/TCO
• Working with us
• How to buy
Download	
  this	
  chart	
  at	
  www.Brainrider.com/b2b-­‐cheatsheets	
  
…	
  and	
  with	
  your	
  objecves.	
  
If your
customer
is asking:
What’s my
problem?
How do I fix
my problem?
Are you
right for me?
They
want:
Education 
Benchmarks
Solution Options 
Product Suitability
Proof Points 
Decision Support
What to
share
with
them:
• Trends
• Benchmarks
• Analyst coverage
• 101 Education
• How to guides
• How other people
are solving this
• What is the solution 
how does it work
• Solution comparisons
• Pitfall analysis
• Readiness  suitability
assessments
• How to choose a
vendor
• Pricing
• Bench strength
demonstration
• Case studies
• ROI/TCO
• Working with us
• How to buy
Program
Objective:
ACQUIRE	
  PROSPECTS	
  
NURTURE	
  PROSPECTS	
  
DETERMINE	
  SALES-­‐READINESS	
  
Case	
  Study:	
  	
  
Customer	
  Focused	
  Website	
  Redesign	
  
Problem:	
  A+rac.ng	
  and	
  acquiring	
  more	
  
prospects	
  	
  
•  Drive	
  more	
  qualified	
  traffic.	
  
•  Convert	
  more	
  visitors	
  into	
  prospects.	
  
•  Idenfy	
  sales	
  ready	
  leads.	
  
Solu.on:	
  Customer-­‐focused	
  approach	
  
•  Reorganized	
  navigaon	
  and	
  site	
  map	
  for	
  a	
  
customer-­‐focused	
  user	
  experience.	
  
•  Designed	
  more	
  prominent	
  and	
  visible	
  calls-­‐to-­‐
acon.	
  
•  Added	
  content	
  and	
  offers	
  to	
  a#ract	
  and	
  acquire,	
  
nurture,	
  and	
  qualify	
  sales	
  readiness.	
  
•  Implemented	
  Buyer	
  Focused	
  SEO.	
  
Results:	
  “more	
  qualified	
  leads.”	
  
•  Unique	
  site	
  visitors	
  are	
  up	
  25%.	
  
•  Phone	
  calls	
  are	
  up	
  286%	
  while	
  form	
  compleons	
  
are	
  up	
  42%.	
  
•  Website	
  generated	
  leads	
  are	
  up	
  156%.	
  
Click	
  to	
  view	
  site	
  
2. Acquire More Prospects
With More CTA’s and Shorter Forms
Add	
  More	
  Calls	
  To	
  Acon	
  
Landing	
  Page	
  and	
  Form	
  Opmizaon	
  
#1	
  
#2	
  
27	
  
28	
  
Use	
  Shorter	
  
Forms	
  
29	
  
Aren’t	
  Shorter	
  
Forms	
  A	
  
Missed	
  
Opportunity?	
  
Problems	
  With	
  Self-­‐Submi+ed	
  Data	
  
	
  
Do	
  Tech	
  Buyers	
  Provide	
  Accurate	
  
Informaon	
  During	
  Registraon?	
  
Progressive	
  Profiling	
  In	
  Pardot	
  
Case	
  Study:	
  	
  
Form	
  	
  Landing	
  Page	
  Opmizaon	
  
Problem:	
  	
  Be+er	
  prospect	
  acquisi.on	
  	
  
	
  profiling	
  
•  Convert	
  more	
  traffic	
  into	
  leads.	
  
•  Capture	
  more	
  complete	
  prospect	
  profiles.	
  
Solu.on:	
  Redesigned	
  landing	
  pages	
  	
  
and	
  progressive	
  forms.	
  
•  Redesigned	
  Landing	
  Pages	
  to	
  increase	
  	
  
conversion.	
  
•  Used	
  shorter	
  forms	
  and	
  progressive	
  	
  
profiling.	
  
Results:	
  “38.6%	
  increase	
  in	
  prospect	
  
acquisi7on”	
  
•  Total	
  prospects	
  captured	
  and	
  compleon	
  rates	
  	
  
increased	
  during	
  landing	
  page	
  test.	
  
•  Stascal	
  modeling	
  showed	
  a	
  90%	
  confidence	
  rate	
  	
  
that	
  progressive	
  forms	
  will	
  increase	
  compleon	
  	
  
rates	
  	
  for	
  future	
  campaigns.	
  
3. Increase Engagement and Reduce
Churn Using Prospect Segmentation
Segment	
  	
  Target	
  Your	
  Prospects	
  
Based	
  On	
  What	
  They	
  Want	
  To	
  Know	
  
Gather	
  Explicit	
  Segmentaon	
  	
  
Using	
  Form	
  Fields	
  
35	
  
Gather	
  Explicit	
  Segmentaon	
  	
  
Using	
  Form	
  Fields	
  
36	
  
Gather	
  Implicit	
  Segmentaon	
  	
  
Using	
  Behavior	
  Tracking	
  
37	
  
Help	
  Prospects	
  Manage	
  Their	
  
Subscripon	
  Preferences	
  
Tracom’s	
  Email	
  Preference	
  Center	
  
Stream	
  Your	
  Emails	
  
Based	
  On	
  Prospect	
  Preferences	
  
Case	
  Study:	
  
Streamed	
  Email	
  Nurturing	
  
Problem:	
  Low	
  rates	
  of	
  email	
  engagement.	
  	
  
•  Engage	
  and	
  acvate	
  the	
  prospects	
  in	
  our	
  database	
  
•  Do	
  a	
  be#er	
  job	
  acve	
  leads.	
  
Solu.on:	
  New	
  segments,	
  new	
  newsle+ers,	
  new	
  
opt-­‐in	
  categories.	
  
•  Create	
  content	
  categories	
  aligned	
  with	
  real	
  customer	
  needs	
  
and	
  pains.	
  	
  
•  Segment	
  Tracom’s	
  exisng	
  database	
  based	
  on	
  needs	
  and	
  
pains.	
  
•  Implement	
  new	
  opt-­‐in	
  subscripon	
  preferences.	
  
•  Execute	
  a	
  segmented	
  newsle#er	
  program.	
  
Results:	
  “we’re	
  engaging	
  with	
  more	
  prospects”	
  
•  Targeng	
  25%	
  of	
  their	
  database	
  each	
  month	
  with	
  segmented	
  
messaging.	
  
•  Click-­‐through	
  rates	
  have	
  increased	
  to	
  between	
  10%-­‐20%	
  
across	
  all	
  segments.	
  
•  Email	
  bounces	
  and	
  unsubscribes	
  deliver	
  ongoing	
  database	
  
hygiene.	
  
QUESTIONS?
(it’s really just free advice)
Marketing Evangelist

Pardot

@msweezey / msweezey@salesforce.com
Mathew Sweezey
Co-Founder and Partner

Brainrider

@brainrider / scott.armstrong@brainrider.com
Scott Armstrong
Managing Your Marketing Database: How To Get Better Results

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Managing Your Marketing Database: How To Get Better Results

  • 1. Managing Your Marketing Database How To Get Better Results Marketing Evangelist
 Pardot Mathew Sweezey Co-Founder and Partner
 Brainrider Scott Armstrong
  • 2. Safe Harbor Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.  
  • 3. Managing Your Marketing Database: How To Get Better Results What determines the life, health, and value of a lead in your databases and what can you do about it?
  • 4. Scott Armstrong Co-Founder and Partner Brainrider Mathew Sweezey Marketing Evangelist Pardot
  • 5. Do you know your average cost per email acquisition?
  • 6. Do you know the value of your email database?
  • 7. Do you know how many names in your database are active?
  • 8. Average cost per lead = $150 Average size of database =
  • 9. 90% of B2B buyers say email is their preferred communication method!
  • 10. Emails are the most valuable marketing asset in your control!
  • 12. YOU LOSE ABOUT 25% EACH YEAR h#p://www.chiefmarketer.com/b2b/data-­‐quality-­‐s<ll-­‐a-­‐struggle-­‐for-­‐b2b-­‐marketers-­‐28012013  
  • 13. ACQUIRE   ENGAGE   CHURN   THE LIFECYCLE OF AN EMAIL  
  • 14. ACQUIRE   •  Qualified Traffic •  Form Submissions •  Lists (Opt-In) THE LIFECYCLE OF AN EMAIL  
  • 15. ENGAGE   •  Send •  Open •  Read/Click THE LIFECYCLE OF AN EMAIL  
  • 16. CHURN   •  The Silent Filter •  Hard Bounces •  Unsubscribes •  SPAM I’m 31 years old. I’ve had professional jobs for 9 years. I’ve had over 9 different professional email addresses. THE LIFECYCLE OF AN EMAIL  
  • 17. 3 Tactics To Manage Your Marketing Database 1.  Attract More Qualified Prospects With A Customer Focused Approach 2.  Convert Traffic Into Prospects With More CTA’s and Shorter Forms 3.  Increase Engagement and Reduce Churn Using Prospect Segmentation
  • 18. 1. Acquire More Qualified Prospects With A Customer Focused Approach
  • 20. Prospects  want  informaon  that     helps  them  solve  problems…   Übersuggest
  • 21. …  aligned  to  their  buying  decision.   If your customer is asking: What’s my problem? How do I fix my problem? Are you right for me? They want: Education Benchmarks Solution Options Product Suitability Proof Points Decision Support What to share with them: • Trends • Benchmarks • Analyst coverage • 101 Education • How to guides • How other people are solving this • What is the solution how does it work • Solution comparisons • Pitfall analysis • Readiness suitability assessments • How to choose a vendor • Pricing • Bench strength demonstration • Case studies • ROI/TCO • Working with us • How to buy Download  this  chart  at  www.Brainrider.com/b2b-­‐cheatsheets  
  • 22. …  and  with  your  objecves.   If your customer is asking: What’s my problem? How do I fix my problem? Are you right for me? They want: Education Benchmarks Solution Options Product Suitability Proof Points Decision Support What to share with them: • Trends • Benchmarks • Analyst coverage • 101 Education • How to guides • How other people are solving this • What is the solution how does it work • Solution comparisons • Pitfall analysis • Readiness suitability assessments • How to choose a vendor • Pricing • Bench strength demonstration • Case studies • ROI/TCO • Working with us • How to buy Program Objective: ACQUIRE  PROSPECTS   NURTURE  PROSPECTS   DETERMINE  SALES-­‐READINESS  
  • 23. Case  Study:     Customer  Focused  Website  Redesign   Problem:  A+rac.ng  and  acquiring  more   prospects     •  Drive  more  qualified  traffic.   •  Convert  more  visitors  into  prospects.   •  Idenfy  sales  ready  leads.   Solu.on:  Customer-­‐focused  approach   •  Reorganized  navigaon  and  site  map  for  a   customer-­‐focused  user  experience.   •  Designed  more  prominent  and  visible  calls-­‐to-­‐ acon.   •  Added  content  and  offers  to  a#ract  and  acquire,   nurture,  and  qualify  sales  readiness.   •  Implemented  Buyer  Focused  SEO.   Results:  “more  qualified  leads.”   •  Unique  site  visitors  are  up  25%.   •  Phone  calls  are  up  286%  while  form  compleons   are  up  42%.   •  Website  generated  leads  are  up  156%.   Click  to  view  site  
  • 24. 2. Acquire More Prospects With More CTA’s and Shorter Forms
  • 25. Add  More  Calls  To  Acon  
  • 26. Landing  Page  and  Form  Opmizaon   #1   #2  
  • 27. 27  
  • 28. 28   Use  Shorter   Forms  
  • 29. 29   Aren’t  Shorter   Forms  A   Missed   Opportunity?  
  • 30. Problems  With  Self-­‐Submi+ed  Data     Do  Tech  Buyers  Provide  Accurate   Informaon  During  Registraon?  
  • 32. Case  Study:     Form    Landing  Page  Opmizaon   Problem:    Be+er  prospect  acquisi.on      profiling   •  Convert  more  traffic  into  leads.   •  Capture  more  complete  prospect  profiles.   Solu.on:  Redesigned  landing  pages     and  progressive  forms.   •  Redesigned  Landing  Pages  to  increase     conversion.   •  Used  shorter  forms  and  progressive     profiling.   Results:  “38.6%  increase  in  prospect   acquisi7on”   •  Total  prospects  captured  and  compleon  rates     increased  during  landing  page  test.   •  Stascal  modeling  showed  a  90%  confidence  rate     that  progressive  forms  will  increase  compleon     rates    for  future  campaigns.  
  • 33. 3. Increase Engagement and Reduce Churn Using Prospect Segmentation
  • 34. Segment    Target  Your  Prospects   Based  On  What  They  Want  To  Know  
  • 35. Gather  Explicit  Segmentaon     Using  Form  Fields   35  
  • 36. Gather  Explicit  Segmentaon     Using  Form  Fields   36  
  • 37. Gather  Implicit  Segmentaon     Using  Behavior  Tracking   37  
  • 38. Help  Prospects  Manage  Their   Subscripon  Preferences   Tracom’s  Email  Preference  Center  
  • 39. Stream  Your  Emails   Based  On  Prospect  Preferences  
  • 40. Case  Study:   Streamed  Email  Nurturing   Problem:  Low  rates  of  email  engagement.     •  Engage  and  acvate  the  prospects  in  our  database   •  Do  a  be#er  job  acve  leads.   Solu.on:  New  segments,  new  newsle+ers,  new   opt-­‐in  categories.   •  Create  content  categories  aligned  with  real  customer  needs   and  pains.     •  Segment  Tracom’s  exisng  database  based  on  needs  and   pains.   •  Implement  new  opt-­‐in  subscripon  preferences.   •  Execute  a  segmented  newsle#er  program.   Results:  “we’re  engaging  with  more  prospects”   •  Targeng  25%  of  their  database  each  month  with  segmented   messaging.   •  Click-­‐through  rates  have  increased  to  between  10%-­‐20%   across  all  segments.   •  Email  bounces  and  unsubscribes  deliver  ongoing  database   hygiene.  
  • 42. Marketing Evangelist
 Pardot
 @msweezey / msweezey@salesforce.com Mathew Sweezey Co-Founder and Partner
 Brainrider
 @brainrider / scott.armstrong@brainrider.com Scott Armstrong