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5 Steps to Measure
Lead-to-Cash Performance




          #LeadToCash
Today’s	
  Speakers	
  
                             Moderator:
                           Andrew Gaffney
                               Editor
                          DemandGen Report


                               Speaker:
                             David M. Raab
                               Principal
                         Raab & Associates Inc


                                Speaker:
                               Sam Boonin
                              Vice President
                                GoodData


                  #LeadToCash
About DemandGen Report
    -­‐  Launched	
  in	
  2007	
  to	
  track	
  best	
  
             prac:ces	
  in	
  lead	
  genera:on	
  
                                 	
  
     -­‐  Newsle?er	
  has	
  grown	
  to	
  more	
  
                than	
  25,000	
  readers	
  
                                 	
  
-­‐  We	
  also	
  offer	
  a	
  menu	
  of	
  research	
  
              and	
  best	
  prac:ces	
  reports	
  	
  
                                 	
  
        -­‐  New	
  audio/video	
  podcasts	
  at	
                        @DG_Report	
  
               DemandGenReport.com	
  	
  	
                          linkd.in/DG_Specialists	
  	
  




                                                     #LeadToCash
About Raab Associates
David	
  M.	
  Raab	
  is	
  a	
  Principal	
  at	
  Raab	
  Associates,	
  Inc.,	
  a	
  
consultancy	
  that	
  advises	
  marketers	
  on	
  marke:ng	
  
technology,	
  vendor	
  selec:on,	
  and	
  analy:cs.	
  
	
  
David	
  is	
  author	
  of	
  the	
  Marke:ng	
  Performance	
  
Measurement	
  Toolkit	
  and	
  the	
  B2B	
  Marke:ng	
  
Automa:on	
  Vendor	
  Selec:on	
  Tool,	
  a	
  detailed	
  guide	
  to	
  
major	
  marke:ng	
  automa:on	
  systems.	
  	
  He	
  has	
  wri?en	
  
hundreds	
  of	
  ar:cles	
  and	
  blog	
  posts	
  and	
  addressed	
  
conferences	
  around	
  the	
  world.	
  	
  
	
  
See	
  www.raabguide.com	
  for	
  more	
  informa:on.	
  




                                                          #LeadToCash
GoodData at a Glance
•    Connect business people to
     business data


•    Provide platform for companies
     to measure and continually
     improve their business


•    Operational dashboards,
     advanced analytics, data
     warehousing and integration, all
     as an on-demand service




                                        #LeadToCash
Welcome	
  Webinar	
  A?endees	
  
 Your	
  GoToWebinar	
  A5endee	
  Viewer	
  is	
  made	
  of	
  2	
  parts:	
  
  1. Viewer Window                                  2. Control Panel




                                                           Type your question here




                 Today’s Twitter Hashtag: 	

                                #LeadToCash	


                                #LeadToCash
Welcome to the Data Flood
                          • Better than a drought,
                            but both can kill you
                          • Sales and Marketing in
                            the same boat




         #LeadToCash
The Metrics that Matter
               Marketing                                                   Sales
                                                          •    Historical sales (quarterly/monthly
 •    Leads and Trends: web site visits,                       revenue, average deal size, sales
      click-throughs, downloads, impressions,                  cycle)
      new & converted leads.
                                                          •    Pipeline performance (pipe-to-close
 •    Campaign performance: campaign                           ratios, forecast accuracy, cycle
      ROI, cost per lead; number of leads;                     duration, pipeline velocity);
      close rate per lead
                                                          •    Key deal milestones (new
 •    Influence & Contribution: Marketing-                     opportunity creation, pipeline
      sourced and marketing-influenced                         velocity)
      revenue




                                         #LeadToCash
Agility and Pragmatism


 agil·i·ty                            prag·mat·ism
  marked by ready                     the practice of
  ability to move with                being practical as
  quick easy grace                    opposed to
                                      idealistic




                         #LeadToCash
1. CRM is your low hanging fruit



                                 SalesforceSales
                                    Analytics




                                  SugarCRMSales
                                     Analytics




                                    Microsoft
                              DynamicsCRM Analytics




             #LeadToCash
2. Measure Marketing Systems




                            PardotMarketing   ExactTargetEmail
                               Analytics
        Analytics




                            EloquaMarketing   MarketoMarketing
                                Analytics
        Analytics




           #LeadToCash
3. Don’t Ignore your Website



                             Google Analytics




                             Omnutire Analytics




                            Webtrends Analytics




           #LeadToCash
4. Basic Connections are the Most Powerful




              +
                      +
       Web
           Marketing
           CRM



                   Lead to Cash




                     #LeadToCash
5. Drive Change Through Dashboards




              #LeadToCash
It all starts with Apps

      Zendesk
          SalesforceSales    PardotMarketing     Google AnalyticsWeb    GoodDataSubscription          Microsoft
  Support Analytics
       Analytics
         Analytics
            Analytics
             Analytics
         DynamicsCRM Analytics




          Get            FacebookSocial     SugarCRMSales      MarketMetrixCustomer                            BrightideaInnovation
                                                                                      AurixCustomer Contact
SatisfactionCommunity       Analytics
         Analytics
              Sat.
                                         Analytics
                                                                                            Analytics
    Health Analytics




 EloquaMarketing        MarketoMarketing   FinancialForcePSA     ExactTargetEmail         Omniture
                                                                                                                SAPERP Analytics
     Analytics
             Analytics
          Analytics
          Analytics
           Web Analytics




                                                     #LeadToCash
Q&A
1. Viewer Window                2. Control Panel




                                    Type your question here




                   #LeadToCash
Today’s webinar recipients will
also receive the new E-book:




               #LeadToCash

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5 Steps to Measure Lead-to-Cash Performance [Webinar]

  • 1. 5 Steps to Measure Lead-to-Cash Performance #LeadToCash
  • 2. Today’s  Speakers   Moderator: Andrew Gaffney Editor DemandGen Report Speaker: David M. Raab Principal Raab & Associates Inc Speaker: Sam Boonin Vice President GoodData #LeadToCash
  • 3. About DemandGen Report -­‐  Launched  in  2007  to  track  best   prac:ces  in  lead  genera:on     -­‐  Newsle?er  has  grown  to  more   than  25,000  readers     -­‐  We  also  offer  a  menu  of  research   and  best  prac:ces  reports       -­‐  New  audio/video  podcasts  at   @DG_Report   DemandGenReport.com       linkd.in/DG_Specialists     #LeadToCash
  • 4. About Raab Associates David  M.  Raab  is  a  Principal  at  Raab  Associates,  Inc.,  a   consultancy  that  advises  marketers  on  marke:ng   technology,  vendor  selec:on,  and  analy:cs.     David  is  author  of  the  Marke:ng  Performance   Measurement  Toolkit  and  the  B2B  Marke:ng   Automa:on  Vendor  Selec:on  Tool,  a  detailed  guide  to   major  marke:ng  automa:on  systems.    He  has  wri?en   hundreds  of  ar:cles  and  blog  posts  and  addressed   conferences  around  the  world.       See  www.raabguide.com  for  more  informa:on.   #LeadToCash
  • 5. GoodData at a Glance •  Connect business people to business data •  Provide platform for companies to measure and continually improve their business •  Operational dashboards, advanced analytics, data warehousing and integration, all as an on-demand service #LeadToCash
  • 6. Welcome  Webinar  A?endees   Your  GoToWebinar  A5endee  Viewer  is  made  of  2  parts:   1. Viewer Window 2. Control Panel Type your question here Today’s Twitter Hashtag: #LeadToCash #LeadToCash
  • 7. Welcome to the Data Flood • Better than a drought, but both can kill you • Sales and Marketing in the same boat #LeadToCash
  • 8. The Metrics that Matter Marketing Sales •  Historical sales (quarterly/monthly •  Leads and Trends: web site visits, revenue, average deal size, sales click-throughs, downloads, impressions, cycle) new & converted leads. •  Pipeline performance (pipe-to-close •  Campaign performance: campaign ratios, forecast accuracy, cycle ROI, cost per lead; number of leads; duration, pipeline velocity); close rate per lead •  Key deal milestones (new •  Influence & Contribution: Marketing- opportunity creation, pipeline sourced and marketing-influenced velocity) revenue #LeadToCash
  • 9. Agility and Pragmatism agil·i·ty prag·mat·ism marked by ready the practice of ability to move with being practical as quick easy grace opposed to idealistic #LeadToCash
  • 10. 1. CRM is your low hanging fruit SalesforceSales Analytics SugarCRMSales Analytics Microsoft DynamicsCRM Analytics #LeadToCash
  • 11. 2. Measure Marketing Systems PardotMarketing ExactTargetEmail Analytics Analytics EloquaMarketing MarketoMarketing Analytics Analytics #LeadToCash
  • 12. 3. Don’t Ignore your Website Google Analytics Omnutire Analytics Webtrends Analytics #LeadToCash
  • 13. 4. Basic Connections are the Most Powerful + + Web Marketing CRM Lead to Cash #LeadToCash
  • 14. 5. Drive Change Through Dashboards #LeadToCash
  • 15. It all starts with Apps Zendesk SalesforceSales PardotMarketing Google AnalyticsWeb GoodDataSubscription Microsoft Support Analytics Analytics Analytics Analytics Analytics DynamicsCRM Analytics Get FacebookSocial SugarCRMSales MarketMetrixCustomer BrightideaInnovation AurixCustomer Contact SatisfactionCommunity Analytics Analytics Sat. Analytics Analytics Health Analytics EloquaMarketing MarketoMarketing FinancialForcePSA ExactTargetEmail Omniture SAPERP Analytics Analytics Analytics Analytics Analytics Web Analytics #LeadToCash
  • 16. Q&A 1. Viewer Window 2. Control Panel Type your question here #LeadToCash
  • 17. Today’s webinar recipients will also receive the new E-book: #LeadToCash