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Dan Hare
B2B	
  Marke)ng	
  within	
  Financial	
  Services
GatorMail GatorLeads GatorSocial GatorDocs GatorEvents
GatorExpress GatorInsights GatorCRM GatorData GatorSurveys
Marketing Automation Platform
Customers
Integrations
Automation beats
determination
MessageMedium vs
Difficulty proving ROI
Lack of strategy
Lack of time
Lack of understanding
Lack of budget 13%
21%
23%
32%
50%
B2B Marketing Social Media Benchmarking
Report 2014: Key Challenges
Data from:
Retweets
Likes
Shares
Email Social
Opens
Self-fulfilling
industry metrics
UTM
IP
Cookie
Who
What
Where
Email
Search
Social
Your complete marketing audit trail
http://www.communigator.co.uk/?utm_source=demo&utm_medium=email&utm_campaign=webinar
http://www.communigator.co.uk/?
utm_source=gatormail&
utm_medium=email&
utm_campaign=seminar
Lead Score
Lead Score
Lead Score
Suspect Engagement
Prospect Engagement
Lead Nurture
Sales Qualification
Mon Tue Wed Thur Fri
Newsletter
Newsletter
Newsletter
Newsletter
Mon Tue Wed Thur Fri
Social
Newsletter
Social
Social Social Social
Remarketing Remarketing Remarketing Remarketing Remarketing
Lead
Nurture
Alerts Alerts Alerts Alerts
Alerts
Social
IT
Manager
Finance
Director
Newsletters using Dynamic Content targeted by job role
What should we put in the next e-mail?
alerts@company.co.uk
Latest News
If you cannot read this email, click
here to view it in your browser.
Company Name
Latest News
If you cannot read this email, click
here to view it in your browser.
Daniel Hare
Latest News
If you cannot read this email, click
here to view it in your browser.
From Address
Subject Line
Preview/Preheader
Two seconds...
[AccountManagerName]
Your [VehicleMake] contract
Hi [Firstname], we wanted to let you
know that your [VehicleMake] contract
finishes on [ContractEndDate].
Relevance
Aaron Yates
Your BMW contract
Hi Lee, we wanted to let you know that
your BMW contract finishes on 31st
October.
Relevance
Begin with the end in mind
What is your marketing objective?
Who is your target audience?
Behavioural Demographic CRM
Lead Score Location Date
Email Action Industry Purchases
Website Action Size Relationship
Event Booking Role Value
Survey Response Seniority Contact
For every action,
there is an equal
and opposite
reaction
Remarketing
Campaigns
What is the
logical reaction
to a specific
online behaviour?
Remarketing
Campaigns
Contact Lead Score
below 30 points
Contact Lead Score
above 29 points
Product Highlights
Campaign
Personal Demo Offer
Campaign
Contact visits key
product page
B2B	
  Marke)ng	
  within	
  Financial	
  Services
Round Table Discussion:
What have they done?
What do you want them to do?
Subject
Content
Call to action
Contact Us
Shopping Basket
Case Study
Pricing Page
Whitepaper
Event Booking
Product Specification
Subject Line
Link A
Link B
Link C
Lead Nurture Group
Campaign with
different topic
choices and links sent
to Group
Click on links tracked
Groups built for clicks
on each link
Google Analytics Universal Analytics
Multiple Devices Multiple Devices
Try the website
tracking for free
Automation beats
determination
Amy	
  Nicholson
B2B	
  Marke)ng	
  within	
  Financial	
  Services

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