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How	
  DocuSign	
  Built	
  A	
  World-­‐
Class	
  Lead	
  Nurturing	
  Program	
  
Host:	
  
Jason	
  Garou*e	
  
CMO,	
  Min1go	
  
@jgarou*e	
  
Guest	
  Presenter:	
  
Meagen	
  Eisenberg	
  
VP	
  of	
  Demand	
  Genera1on,	
  DocuSign	
  
@meisenberg	
  !
About	
  Min@go	
  
Meagen	
  Eisenberg	
  
VP	
  of	
  Demand	
  Genera1on	
  at	
  DocuSign	
  
•  Award-­‐winning	
  marketer	
  &	
  thought	
  leader	
  on	
  
marke1ng	
  technology	
  
•  19	
  years	
  in	
  high	
  tech:	
  HP,	
  Pos1ni,	
  IBM	
  &	
  Cisco	
  
Systems	
  
!
About	
  DocuSign	
  
Our	
  Vision	
  
	
  
Empower	
  anyone	
  to	
  sign	
  
anything,	
  anywhere,	
  
any1me.	
  
60K	
  New	
  Unique	
  Users	
  
Every	
  Day,	
  40M	
  Thus	
  Far	
  
Our	
  prospects	
  are	
  everywhere!	
  
C-­‐Level	
  
Finance	
  
Marke@ng	
  
Sales	
  
HR	
  
Procurement	
  
Facili@es	
  
Legal	
  
Support	
  
IT	
  
Opera@ons	
  
The	
  next	
  40	
  minutes	
  –	
  The	
  DocuSign	
  Story	
  
•  Sales	
  pipeline	
  landscape	
  and	
  funnel	
  mix	
  
•  What	
  do	
  you	
  need	
  to	
  build	
  a	
  world-­‐class	
  lead	
  nurturing	
  program?	
  
–  The	
  Right	
  People	
  
–  The	
  Right	
  Technology	
  
–  The	
  Right	
  Process	
  
•  Nurture	
  content	
  development	
  cycle	
  
•  Demo	
  nurture	
  program	
  
•  Measure	
  of	
  success	
  
•  Results	
  
h*p://www.pardot.com/infographic/the-­‐roi-­‐of-­‐marke1ng-­‐automa1on-­‐infographic/	
  
50% more
sales read
leads at
33% lower
cost
20% more sales
opportunities
What	
  does	
  your	
  funnel	
  mix	
  look	
  like?	
  	
  
Need Learn Evaluate Negotiate Purchase Implement Advocate
(Trial	
  starts	
  here	
  à)	
  
Deliver	
  the	
  appropriate	
  marke1ng	
  mix	
  at	
  the	
  correct	
  buying	
  stage	
  to	
  accelerate	
  revenue	
  
What	
  do	
  you	
  need	
  to	
  build	
  	
  
your	
  world-­‐class	
  lead	
  nurture	
  
program?	
  
People	
  
•  Marke1ng	
  
–  Web	
  team	
  
•  Sales	
  
•  Customer	
  success	
  &	
  support	
  
•  Analysts	
  
•  Thought-­‐leaders	
  
•  Partners	
  
People Technology Process
Syndicate	
  targeted	
  content	
  at	
  the	
  right	
  stages	
  
•  Marke1ng	
  Automa1on	
  	
  
PlaXorm	
  (MAP)	
  	
  
•  Marke1ng	
  database	
  
•  Email	
  plaXorm	
  and	
  response	
  tracking	
  
•  Lead	
  scoring	
  and	
  nurturing	
  	
  
•  Sales	
  enablement	
  tools	
  
•  Website-­‐ac1vity	
  for	
  website	
  triggered	
  
nurturing	
  
	
  
	
  
	
  
•  Targe1ng	
  and	
  	
  
personaliza1on	
  plaXorm	
  
•  Web	
  form	
  op1miza1on	
  
•  Website	
  op1miza1on	
  
•  Customer	
  DNA	
  and	
  Interest	
  
analysis	
  –	
  harness	
  big	
  data	
  technology	
  
to	
  locate	
  new	
  	
  
prospects	
  on	
  	
  
the	
  web	
  
People Technology Process
Are	
  your	
  forms	
  collec@ng	
  the	
  correct	
  informa@on	
  
for	
  targeted	
  content	
  delivery	
  and	
  nurturing?	
  
•  SiriusDecisions	
  says	
  5	
  or	
  less	
  
•  What	
  are	
  the	
  key	
  fields?	
  
•  Name	
  
•  Title	
  
•  Email	
  
•  Phone	
  
•  Company	
  
•  What	
  are	
  the	
  necessary	
  hidden	
  fields?	
  
•  Industry	
  
•  Company	
  size	
  
•  Loca1on	
  info	
  (City,	
  State,	
  Country)	
  
People Technology Process
You	
  loaded	
  the	
  leads,	
  now	
  what?	
  
Lead	
  scoring:	
  	
  A	
  quick	
  way	
  to	
  assess	
  the	
  
quality	
  of	
  the	
  lead	
  to	
  priori@ze	
  who	
  to	
  contact	
  
Score	
   Descrip@on	
   Marke@ng	
  Ac@on	
  
A4	
   The	
  right	
  prospect,	
  but	
  no	
  interest.	
  
Priority,	
  but	
  may	
  need	
  specific	
  
"why	
  now"	
  messaging.	
  
B1	
   Good	
  fit	
  and	
  very	
  interested.	
   Send	
  to	
  sales	
  queue	
  for	
  follow-­‐up.	
  
C1	
  
Not	
  the	
  ideal	
  prospect,	
  but	
  very	
  
interested.	
  
Will	
  they	
  ever	
  be	
  a	
  good	
  fit?	
  	
  
Con1nue	
  to	
  nurture.	
  
D4	
   Wrong	
  fit.	
  	
  No	
  interest.	
   Fulfill	
  request	
  and	
  segment	
  out.	
  
Explicit	
  =	
  Profile	
  fit	
  
Of	
  Prospect	
  	
  
Scale:	
  	
  A,	
  B,	
  C	
  or	
  D	
  
Implicit	
  =	
  Level	
  of	
  	
  
Engagement	
  or	
  Interest	
  
Scale:	
  1	
  -­‐	
  4	
  
People Technology Process
Why	
  nurture?	
  
•  Align	
  sales	
  cycle	
  with	
  buy	
  cycle	
  
•  Reduce	
  “lead	
  wastage”	
  –	
  plug	
  the	
  
leak!	
  
•  No1fy	
  sales	
  when	
  prospect	
  exhibits	
  
“ready	
  to	
  buy”	
  signals	
  
•  Move	
  from	
  trial	
  to	
  buy	
  
•  Cul1vate	
  prospects	
  with	
  longer	
  term	
  
buying	
  horizons	
  
•  Align	
  resources	
  to	
  lead	
  value	
  
People Technology Process
Content	
  design	
  and	
  delivery	
  is	
  	
  
art	
  wrapped	
  in	
  technology.	
  
Rows
1.  Buyer’s journey
2.  Lead score and stage (A -> D, pre-qual, attempt, qualified, etc.)
3.  Definition of your agreed stages with sales
4.  Gates to get through for buyer
5.  Content and tools to achieve next stage
6.  Existing content, tools & resources
7.  Identify content gaps
Need Learn Evaluate Negotiate Purchase Implement Advocate
People Technology Process
Understand	
  your	
  content	
  needs	
  -­‐	
  map	
  your	
  buyer’s	
  
journey	
  to	
  your	
  sales	
  cycle	
  
Mind	
  the	
  gap.	
  
Content	
  development	
  cycles	
  
•  How	
  do	
  you	
  get	
  content?	
  
•  Create	
  vs.	
  curate	
  
•  How	
  do	
  you	
  use	
  content?	
  The	
  Solu1on	
  Sale	
  
•  Top	
  of	
  funnel	
  –	
  focus	
  on	
  buyer’s	
  interest	
  and	
  thought-­‐leadership	
  such	
  as	
  third-­‐
party	
  whitepapers,	
  videos	
  verses	
  your	
  product	
  content	
  
•  Middle	
  of	
  funnel	
  –	
  case	
  studies,	
  peer	
  reviews,	
  demo/experience,	
  differen1a1on	
  
(ex.	
  security),	
  how-­‐to	
  videos	
  and	
  whitepapers	
  for	
  trial	
  
•  Late-­‐stage	
  funnel	
  –	
  product	
  briefs,	
  house	
  whitepapers,	
  why	
  you	
  are	
  the	
  best	
  
solu1on	
  
•  How	
  oken	
  do	
  you	
  refresh	
  it?	
  
Perfection is
attained, not when
no more can be
added, but when no
more can be
removed.
-Antoine de Saint
Exupéry
1900-1944
Show	
  me.	
  
Business	
  trial	
  nurture	
  experience	
  
Forrester	
  Wave:	
  E-­‐signatures	
  –	
  complimentary	
  whitepaper	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  
I would have written a
shorter letter, but I did
not have the time
-Blaise Pascal
1623-1662
Nurture	
  system	
  to	
  accelerate	
  the	
  sales	
  pipeline	
  
24	
  
Need Learn Evaluate Negotiate Purchase Implement Advocate
Default
Default EMEA
(Trial	
  and	
  demo	
  starts	
  here	
  à)	
  
ProTrial
NARTrial
BizTrial
Biz Customer Welcome
DS Ink
Usage Rewards
Low usage
Credit Unions
Insurance
Education
Industry:	
  
Marketplace/Connector:	
  
DS for Salesforce
MS Dynamics
SugarCRM
Box
Google Drive
Google Ent Apps
Alfresco
Foxit
BizTrial EMEA
Biz Customer
Welcome EMEA
CC Expiration
An@-­‐churn:	
  
Web-activity
triggered
Connector base
(EMEA)
Developer
Mobile
NAR Pro Free
RE/NAR Pro
Web Customer
Rate	
  +	
  Review	
  
HiTech
Banking No usage
Healthcare
DocuSign	
  Confiden1al	
  
Reengagement
Department:	
  
Lost to
Competitor
Marketing
C-Level
HR
Measure	
  what	
  ma*ers	
  –	
  	
  
you	
  can’t	
  manage	
  what	
  	
  
you	
  don’t	
  measure.	
  
Measure	
  of	
  success	
  –	
  what’s	
  working	
  and	
  not?	
  
•  It’s	
  NOT	
  just	
  Email	
  analysis	
  (A/B	
  tes1ng	
  and	
  email	
  /	
  
content	
  engagement)	
  
•  Opens,	
  clickthroughs,	
  form	
  submissions,	
  forwards	
  
•  Unsubscribes	
  
•  Was	
  end	
  goal	
  of	
  content/nurture	
  program	
  obtained?	
  
•  Did	
  you	
  increase	
  trial	
  conversions	
  to	
  buy?	
  And	
  reduce	
  1me	
  to	
  buy	
  
from	
  trial?	
  
•  Did	
  you	
  reduce	
  churn?	
  
•  Did	
  you	
  reduce	
  the	
  sales	
  cycle	
  by	
  leveraging	
  content?	
  
•  What	
  opportuni1es	
  were	
  influenced	
  by	
  your	
  content	
  
assets?	
  
•  Measure	
  opportunity	
  revenue	
  with	
  campaign	
  tracking	
  
•  Blind	
  form	
  submits	
  
Results:	
  
Lead	
  and	
  deal	
  accelera@on	
  machine	
  	
  
•  35k	
  leads/quarter	
  to	
  80k	
  YoY	
  
	
  
Marke@ng	
  efficiencies	
  –	
  small	
  group	
  can	
  
operate	
  at	
  large	
  scale	
  
	
  
Growth	
  in	
  business	
  -­‐	
  Increase	
  in	
  conversion	
  
rates,	
  pipeline	
  and	
  revenue,	
  reduc1on	
  in	
  
churn	
  
•  Tripled	
  pipeline	
  within	
  two	
  quarters	
  
•  Reduced	
  churn	
  65%	
  across	
  the	
  business	
  
	
  
Strong	
  partnership	
  between	
  sales	
  and	
  
marke1ng	
  
	
  
Marke1ng	
  execu1on	
  and	
  input	
  valued	
  at	
  the	
  
execu@ve	
  level	
  
Experience the DocuSign nurture system
Sign up for a trial
or
Download the DocuSign Ink app
Q&A	
  And	
  Next	
  Steps	
  
Follow	
  To	
  Learn	
  More	
  B2B	
  
Marke1ng	
  Best	
  Prac1ces	
  
	
  
•  Meagen:	
  	
  @meisenberg	
  
•  Jason:	
  	
   	
  @jgarou*e	
  
•  Min1go:	
  	
  	
  @min1go	
  
Live	
  demo	
  of	
  Min1go	
  
www.min1go.com	
  

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[Mintigo Webinar] How DocuSign Built A World-Class Lead Nurturing Program

  • 1. How  DocuSign  Built  A  World-­‐ Class  Lead  Nurturing  Program   Host:   Jason  Garou*e   CMO,  Min1go   @jgarou*e   Guest  Presenter:   Meagen  Eisenberg   VP  of  Demand  Genera1on,  DocuSign   @meisenberg  !
  • 3. Meagen  Eisenberg   VP  of  Demand  Genera1on  at  DocuSign   •  Award-­‐winning  marketer  &  thought  leader  on   marke1ng  technology   •  19  years  in  high  tech:  HP,  Pos1ni,  IBM  &  Cisco   Systems   !
  • 4. About  DocuSign   Our  Vision     Empower  anyone  to  sign   anything,  anywhere,   any1me.   60K  New  Unique  Users   Every  Day,  40M  Thus  Far  
  • 5. Our  prospects  are  everywhere!   C-­‐Level   Finance   Marke@ng   Sales   HR   Procurement   Facili@es   Legal   Support   IT   Opera@ons  
  • 6. The  next  40  minutes  –  The  DocuSign  Story   •  Sales  pipeline  landscape  and  funnel  mix   •  What  do  you  need  to  build  a  world-­‐class  lead  nurturing  program?   –  The  Right  People   –  The  Right  Technology   –  The  Right  Process   •  Nurture  content  development  cycle   •  Demo  nurture  program   •  Measure  of  success   •  Results  
  • 8. What  does  your  funnel  mix  look  like?     Need Learn Evaluate Negotiate Purchase Implement Advocate (Trial  starts  here  à)   Deliver  the  appropriate  marke1ng  mix  at  the  correct  buying  stage  to  accelerate  revenue  
  • 9. What  do  you  need  to  build     your  world-­‐class  lead  nurture   program?  
  • 10. People   •  Marke1ng   –  Web  team   •  Sales   •  Customer  success  &  support   •  Analysts   •  Thought-­‐leaders   •  Partners   People Technology Process
  • 11. Syndicate  targeted  content  at  the  right  stages   •  Marke1ng  Automa1on     PlaXorm  (MAP)     •  Marke1ng  database   •  Email  plaXorm  and  response  tracking   •  Lead  scoring  and  nurturing     •  Sales  enablement  tools   •  Website-­‐ac1vity  for  website  triggered   nurturing         •  Targe1ng  and     personaliza1on  plaXorm   •  Web  form  op1miza1on   •  Website  op1miza1on   •  Customer  DNA  and  Interest   analysis  –  harness  big  data  technology   to  locate  new     prospects  on     the  web   People Technology Process
  • 12. Are  your  forms  collec@ng  the  correct  informa@on   for  targeted  content  delivery  and  nurturing?   •  SiriusDecisions  says  5  or  less   •  What  are  the  key  fields?   •  Name   •  Title   •  Email   •  Phone   •  Company   •  What  are  the  necessary  hidden  fields?   •  Industry   •  Company  size   •  Loca1on  info  (City,  State,  Country)   People Technology Process
  • 13. You  loaded  the  leads,  now  what?  
  • 14. Lead  scoring:    A  quick  way  to  assess  the   quality  of  the  lead  to  priori@ze  who  to  contact   Score   Descrip@on   Marke@ng  Ac@on   A4   The  right  prospect,  but  no  interest.   Priority,  but  may  need  specific   "why  now"  messaging.   B1   Good  fit  and  very  interested.   Send  to  sales  queue  for  follow-­‐up.   C1   Not  the  ideal  prospect,  but  very   interested.   Will  they  ever  be  a  good  fit?     Con1nue  to  nurture.   D4   Wrong  fit.    No  interest.   Fulfill  request  and  segment  out.   Explicit  =  Profile  fit   Of  Prospect     Scale:    A,  B,  C  or  D   Implicit  =  Level  of     Engagement  or  Interest   Scale:  1  -­‐  4   People Technology Process
  • 15. Why  nurture?   •  Align  sales  cycle  with  buy  cycle   •  Reduce  “lead  wastage”  –  plug  the   leak!   •  No1fy  sales  when  prospect  exhibits   “ready  to  buy”  signals   •  Move  from  trial  to  buy   •  Cul1vate  prospects  with  longer  term   buying  horizons   •  Align  resources  to  lead  value   People Technology Process
  • 16. Content  design  and  delivery  is     art  wrapped  in  technology.  
  • 17. Rows 1.  Buyer’s journey 2.  Lead score and stage (A -> D, pre-qual, attempt, qualified, etc.) 3.  Definition of your agreed stages with sales 4.  Gates to get through for buyer 5.  Content and tools to achieve next stage 6.  Existing content, tools & resources 7.  Identify content gaps Need Learn Evaluate Negotiate Purchase Implement Advocate People Technology Process Understand  your  content  needs  -­‐  map  your  buyer’s   journey  to  your  sales  cycle  
  • 19. Content  development  cycles   •  How  do  you  get  content?   •  Create  vs.  curate   •  How  do  you  use  content?  The  Solu1on  Sale   •  Top  of  funnel  –  focus  on  buyer’s  interest  and  thought-­‐leadership  such  as  third-­‐ party  whitepapers,  videos  verses  your  product  content   •  Middle  of  funnel  –  case  studies,  peer  reviews,  demo/experience,  differen1a1on   (ex.  security),  how-­‐to  videos  and  whitepapers  for  trial   •  Late-­‐stage  funnel  –  product  briefs,  house  whitepapers,  why  you  are  the  best   solu1on   •  How  oken  do  you  refresh  it?  
  • 20. Perfection is attained, not when no more can be added, but when no more can be removed. -Antoine de Saint Exupéry 1900-1944
  • 22. Business  trial  nurture  experience   Forrester  Wave:  E-­‐signatures  –  complimentary  whitepaper                                                                    
  • 23. I would have written a shorter letter, but I did not have the time -Blaise Pascal 1623-1662
  • 24. Nurture  system  to  accelerate  the  sales  pipeline   24   Need Learn Evaluate Negotiate Purchase Implement Advocate Default Default EMEA (Trial  and  demo  starts  here  à)   ProTrial NARTrial BizTrial Biz Customer Welcome DS Ink Usage Rewards Low usage Credit Unions Insurance Education Industry:   Marketplace/Connector:   DS for Salesforce MS Dynamics SugarCRM Box Google Drive Google Ent Apps Alfresco Foxit BizTrial EMEA Biz Customer Welcome EMEA CC Expiration An@-­‐churn:   Web-activity triggered Connector base (EMEA) Developer Mobile NAR Pro Free RE/NAR Pro Web Customer Rate  +  Review   HiTech Banking No usage Healthcare DocuSign  Confiden1al   Reengagement Department:   Lost to Competitor Marketing C-Level HR
  • 25. Measure  what  ma*ers  –     you  can’t  manage  what     you  don’t  measure.  
  • 26. Measure  of  success  –  what’s  working  and  not?   •  It’s  NOT  just  Email  analysis  (A/B  tes1ng  and  email  /   content  engagement)   •  Opens,  clickthroughs,  form  submissions,  forwards   •  Unsubscribes   •  Was  end  goal  of  content/nurture  program  obtained?   •  Did  you  increase  trial  conversions  to  buy?  And  reduce  1me  to  buy   from  trial?   •  Did  you  reduce  churn?   •  Did  you  reduce  the  sales  cycle  by  leveraging  content?   •  What  opportuni1es  were  influenced  by  your  content   assets?   •  Measure  opportunity  revenue  with  campaign  tracking   •  Blind  form  submits  
  • 27. Results:   Lead  and  deal  accelera@on  machine     •  35k  leads/quarter  to  80k  YoY     Marke@ng  efficiencies  –  small  group  can   operate  at  large  scale     Growth  in  business  -­‐  Increase  in  conversion   rates,  pipeline  and  revenue,  reduc1on  in   churn   •  Tripled  pipeline  within  two  quarters   •  Reduced  churn  65%  across  the  business     Strong  partnership  between  sales  and   marke1ng     Marke1ng  execu1on  and  input  valued  at  the   execu@ve  level  
  • 28. Experience the DocuSign nurture system Sign up for a trial or Download the DocuSign Ink app
  • 29. Q&A  And  Next  Steps   Follow  To  Learn  More  B2B   Marke1ng  Best  Prac1ces     •  Meagen:    @meisenberg   •  Jason:      @jgarou*e   •  Min1go:      @min1go   Live  demo  of  Min1go   www.min1go.com