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Bridging the Sales & Marketing Divide
3:45pm Marketing on the Front Lines: Making Messages Work in the Field   5:00pm What's Next: 21st Century Lead Cultivation   11:15am Hands-On: Search Campaign Success with Google Adwords   9:00am Advanced Search Engine Marketing   10:15pm Advanced Segmentation and Reporting   11:30pm How Salesforce.com Uses Salesforce Today Tuesday Wednesday 2:30pm Successforce.com – How to Build a Successful Online Community   1:15pm Extreme Measurement: Proving Marketing's Return   3:45pm Data Quality: Who Doesn't Want It?
Bridging the Sales & Marketing Divide
Durango, Colorado Bellevue, Washington Director of Business Development Scott King Dallas, Texas Sr. Director, Marketing Stuart Robertson Chief Marketing Officer Jim MacKay
Stuart Robertson Sr. Director, Marketing [email_address] http://sturobertson.typepad.com
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
On the same side – so what’s the problem? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Sales Marketing
The epicenter of the divide is Sales Optimization ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Contribute Create Awareness Nurture Install Fund Purchase
Sales & Marketing Challenges at ShareBuilder 401(k) ,[object Object],[object Object],[object Object],[object Object],[object Object]
Idea:  Automate Lead Development for Sales ,[object Object],More Sales  =
A Better Way to Work Together ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Old Standard A Better Way
Program Goals ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Integrate Web Analytics and Email with Salesforce.com ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Education Facilitates the Prospects Decision Challenge
Integrated email-web activity enables prospect to set pace Engaged No Action Familiar Connect Confidence Real-time email leads to next topic Automated once a week email if no action Web visit Email Education:
Emails Cover Saving, Costs, Features, Case Studies…
Make it Easy and Fast for the Sales Team to Act
Give the Sales Team Insight at a Glance  ,[object Object],DEPLOYMENT DETAILS ,[object Object]
Know the Prospect’s Needs & Interests before you Call Email click thru Web click path
How the Scoring Engine Works ,[object Object],DEPLOYMENT DETAILS ,[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],It Works for Your Prospects and Your Company
Imagine it.  Learn it.  Use it. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Tips for Success ,[object Object],[object Object],[object Object]
Results:  More Sales Faster ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Jim MacKay Chief Marketing Officer [email_address]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Common Goal – Different Processes ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],The Black Hole between Marketing and Sales
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Common Goal – Process Integration Business Development
Marketing Manager Business Develop-ment Sales Reports &  Dashboards Lead Management Opportunity Management Lead Generation SFDC Qualified / POC Marketing Campaigns Current Customer Upsell Needs Analysis Custom  Demo Webinar Demo Demo / Qualified Lead / Demo  Campaign  ROI Lead  Source POC / Close Qualified? yes no Sales  Process Win yes no Opportunity Pipeline ASP Industry Marketing ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Needs Analysis ,[object Object],[object Object],[object Object],[object Object],[object Object]
Marketing Manager Business Develop-ment Sales Lead Management Opportunity Management Lead Generation SFDC Marketing Campaigns Current Customer Upsell Needs Analysis Custom  Demo Webinar Demo Qualified? yes no Sales  Process Win yes no Industry Marketing ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Needs Analysis ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Marketing Manager Business Develop-ment Sales Lead Management Opportunity Management Lead Generation SFDC Marketing Campaigns Current Customer Upsell Needs Analysis Custom  Demo Webinar Demo Qualified? yes no Sales  Process Win yes no Industry Marketing ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Needs Analysis ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Marketing Manager Business Develop-ment Sales Lead Management Opportunity Management Lead Generation SFDC Marketing Campaigns Current Customer Upsell Needs Analysis Custom  Demo Webinar Demo Qualified? yes no Sales  Process Win yes no Industry Marketing ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Needs Analysis ,[object Object],[object Object],[object Object],[object Object],[object Object],Reports &  Dashboards Qualified / POC Demo / Qualified Lead / Demo  Campaign  ROI Lead  Source POC / Close Opportunity Pipeline ASP ,[object Object]
Common Goal – Process Integration Measures ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
 
 
 
 
Common Goal – Results ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
3:45pm Marketing on the Front Lines: Making Messages Work in the Field   5:00pm What's Next: 21st Century Lead Cultivation   11:15am Hands-On: Search Campaign Success with Google Adwords   9:00am Advanced Search Engine Marketing   10:15pm Advanced Segmentation and Reporting   11:30pm How Salesforce.com Uses Salesforce Today Tuesday Wednesday 2:30pm Successforce.com – How to Build a Successful Online Community   1:15pm Extreme Measurement: Proving Marketing's Return   3:45pm Data Quality: Who Doesn't Want It?

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M A S001 Whiteley 091707

  • 1. Bridging the Sales & Marketing Divide
  • 2. 3:45pm Marketing on the Front Lines: Making Messages Work in the Field 5:00pm What's Next: 21st Century Lead Cultivation 11:15am Hands-On: Search Campaign Success with Google Adwords 9:00am Advanced Search Engine Marketing 10:15pm Advanced Segmentation and Reporting 11:30pm How Salesforce.com Uses Salesforce Today Tuesday Wednesday 2:30pm Successforce.com – How to Build a Successful Online Community 1:15pm Extreme Measurement: Proving Marketing's Return 3:45pm Data Quality: Who Doesn't Want It?
  • 3. Bridging the Sales & Marketing Divide
  • 4. Durango, Colorado Bellevue, Washington Director of Business Development Scott King Dallas, Texas Sr. Director, Marketing Stuart Robertson Chief Marketing Officer Jim MacKay
  • 5. Stuart Robertson Sr. Director, Marketing [email_address] http://sturobertson.typepad.com
  • 6.
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  • 14. Education Facilitates the Prospects Decision Challenge
  • 15. Integrated email-web activity enables prospect to set pace Engaged No Action Familiar Connect Confidence Real-time email leads to next topic Automated once a week email if no action Web visit Email Education:
  • 16. Emails Cover Saving, Costs, Features, Case Studies…
  • 17. Make it Easy and Fast for the Sales Team to Act
  • 18.
  • 19. Know the Prospect’s Needs & Interests before you Call Email click thru Web click path
  • 20.
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  • 24. Jim MacKay Chief Marketing Officer [email_address]
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  • 38. 3:45pm Marketing on the Front Lines: Making Messages Work in the Field 5:00pm What's Next: 21st Century Lead Cultivation 11:15am Hands-On: Search Campaign Success with Google Adwords 9:00am Advanced Search Engine Marketing 10:15pm Advanced Segmentation and Reporting 11:30pm How Salesforce.com Uses Salesforce Today Tuesday Wednesday 2:30pm Successforce.com – How to Build a Successful Online Community 1:15pm Extreme Measurement: Proving Marketing's Return 3:45pm Data Quality: Who Doesn't Want It?

Notes de l'éditeur

  1. Is there anything that you do as a sales person or marketer that helps promote a co-operative and productive environment? How many times have you encountered this situation? Sales:   "Marketing does not generate enough leads..and the leads they generate are bad anyways..." Marketing:   "Sales is lazy.  They never follow-up on the leads we create." I've seen this situation all too many times, and the one thing that I've always seen at the root of the issue: Lack of Communication. The definition of a lead.  What are the characteristics that make up a desirable prospect?  This is core to making things runs smoothly.  Once sales and marketing can agree on this, they can then work towards a common goal. A standard lead process.  When does an inquiry become a lead - and when does that lead convert to an opportunity.  By maintaining a consistent point of conversion, marketing can then better measure the quality of their lead output.