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proprietary and confidential duo/cloudbakers 07.30.2013
Marketing Automation
The Missing Link Between
Your CRM & Digital Presence
1
proprietary and confidential duo/cloudbakers 07.30.2013
Marketing Automation @DUO
‣ Digital Marketing
‣ Your Digital Presence
‣ CRM
‣ What, Why, Who & How
‣ Marketing Automation
‣ Strategic & Tactical Approaches
‣ Panel & Discussion
proprietary and confidential duo/cloudbakers 07.30.2013
Digital Marketing
‣ SEO, Social Media, Blogs, eMail, Video, Marketing
Automation, Campaigns, Persona’s, Lead Nurturing,
Landing Pages, CRM...
‣ Digital = Inbound Marketing
‣ Digital Marketing is measurable
what’s working and what’s not
proprietary and confidential duo/cloudbakers 07.30.2013
The New Rules of Marketing
‣ Transformation from outbound to inbound
‣ from ‘interruption’ to ‘get found’
‣ Know your keywords and SMART goals
‣ Google = “Your new Business Card”
It’s all about Conversion
proprietary and confidential duo/cloudbakers 07.30.2013
proprietary and confidential duo/cloudbakers 07.30.2013
Digital Marketing - Ten Years Ago
proprietary and confidential duo/cloudbakers 07.30.2013
Digital Marketing - Five years ago
proprietary and confidential duo/cloudbakers 07.30.2013
Digital Marketing - Today
‣ Marketing Automation / Email Marketing
‣ Content, Copy & PR
‣ Content Marketing & Content Strategy
‣ Digital Ads & Video
‣ Social Media
‣ SEO / Search / Commerce
‣ Analytics & Multivariate Testing
!
!
Web Hosting
WCMS
Content Opti
Inbound Mar
Analytics
proprietary and confidential duo/cloudbakers 07.30.2013
Drupal
Measurement and reporting
Social
FB/Twitter
Primary
site
Email
campaign
Video
portal
Mobile
application
Community
site
Rich media assets User generated
content
Marketing
automation
CRM Feeds
Digital Marketing Platforms
proprietary and confidential duo/cloudbakers 07.30.2013
It’s all about the Content
‣ Create content people want and they’ll find you
‣ Create CTA’s (calls to action) on the site
‣ Forms / Landing Pages / Email establish identity
proprietary and confidential duo/cloudbakers 07.30.2013
Digital Marketing by DUO
proprietary and confidential duo/cloudbakers 07.30.2013
proprietary and confidential duo/cloudbakers 07.30.2013
What is a CRM?
proprietary and confidential duo/cloudbakers 07.30.2013
Strategic Tactical
‣ nothing slips through
the tracks
‣ institutionalize
knowledge
‣ predict revenue
stream
‣ sales management
‣ daily tasks
‣ follow-ups
‣ lead sources
‣ pipeline reports
‣ sales staff
‣ staff rankings
Reasons to use a CRM
proprietary and confidential duo/cloudbakers 07.30.2013
Who uses a CRM?
proprietary and confidential duo/cloudbakers 07.30.2013
Use Cases of CRM
proprietary and confidential duo/cloudbakers 07.30.2013
Where does a CRM fall short
I know 50% of my marketing budget is working
I just don't know which 50%
Visits
Leads
Customers
Digital
Presence
CRM
proprietary and confidential duo/cloudbakers 07.30.2013
Marketing Automation Toolbox
‣ Demand generation
‣ Campaign analysis
‣ Sales effectiveness
‣ Lead management
‣ Lead scoring
‣ Lead nurturing
‣ Lead generation
‣ Lead qualification
proprietary and confidential duo/cloudbakers 07.30.2013
Marketing Automation
Allow yourself to easily switch gears from email marketing
to blogging to social media campaigns and more!
Sales
Marketing
Marketing Automation
proprietary and confidential duo/cloudbakers 07.30.2013
Generate business by constantly tweaking
& eliminating what isn't working and
improving what is working holistically with
your content marketing
Warning: Buckle your seatbelts and be prepared to constantly
raise your goals!
proprietary and confidential duo/cloudbakers 07.30.2013
Panel
‣ Ariel Upton - Marketing Coordinator, Duo
‣ Ashley Kelnhofer - Marketing Maven, Cloudbakers
‣ Mitch Greenwald - Founder, Cloudbakers
‣ Michael Silverman - Founder, Duo Consulting
‣ Andrew Johnston - Moderator
proprietary and confidential duo/cloudbakers 07.30.2013
Marketing Automation
proprietary and confidential duo/cloudbakers 07.30.2013
Marketing Automation
proprietary and confidential duo/cloudbakers 07.30.2013
Marketing Automation
proprietary and confidential duo/cloudbakers 07.30.2013
Marketing Automation
proprietary and confidential duo/cloudbakers 07.30.2013
Dashboard Views
proprietary and confidential duo/cloudbakers 07.30.2013
Dashboard Views
proprietary and confidential duo/cloudbakers 07.30.2013
E-Mail
proprietary and confidential duo/cloudbakers 07.30.2013
Blogging
proprietary and confidential duo/cloudbakers 07.30.2013
Lead Scoring
proprietary and confidential duo/cloudbakers 07.30.2013
Lead Scoring
proprietary and confidential duo/cloudbakers 07.30.2013
Forms and Landing Pages
proprietary and confidential duo/cloudbakers 07.30.2013
Social Publish
proprietary and confidential duo/cloudbakers 07.30.2013
Social Media
proprietary and confidential duo/cloudbakers 07.30.2013
Questions?
36
proprietary and confidential duo/cloudbakers 07.30.2013
About Duo
Dedicated to changing the way organizations
market and communicate online.
About Cloudbakers
Cloudbakers connects technology with change
management to ensure successful adoption of your
Google Apps, Zoho CRM and application
development & integration projects, which adds value
to your business. We unite with your team as your
cloud solution experts, turning your users into
evangelists, and helping your business move the
needle.
Cloudbakers connects technology with
change management to ensure successful
adoption of your Google Apps,
Zoho CRM and application development
& integration projects
proprietary and confidential duo/cloudbakers 07.30.2013
Digital Marketing - Strategic Planning
Setting Business Goals
Mission and Vision
Digital Marketing Strategy Planning
Next @ Duo - Sept 17
39

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@DUO Marketing Automation Event | Presentation

  • 1. proprietary and confidential duo/cloudbakers 07.30.2013 Marketing Automation The Missing Link Between Your CRM & Digital Presence 1
  • 2. proprietary and confidential duo/cloudbakers 07.30.2013 Marketing Automation @DUO ‣ Digital Marketing ‣ Your Digital Presence ‣ CRM ‣ What, Why, Who & How ‣ Marketing Automation ‣ Strategic & Tactical Approaches ‣ Panel & Discussion
  • 3. proprietary and confidential duo/cloudbakers 07.30.2013 Digital Marketing ‣ SEO, Social Media, Blogs, eMail, Video, Marketing Automation, Campaigns, Persona’s, Lead Nurturing, Landing Pages, CRM... ‣ Digital = Inbound Marketing ‣ Digital Marketing is measurable what’s working and what’s not
  • 4. proprietary and confidential duo/cloudbakers 07.30.2013 The New Rules of Marketing ‣ Transformation from outbound to inbound ‣ from ‘interruption’ to ‘get found’ ‣ Know your keywords and SMART goals ‣ Google = “Your new Business Card” It’s all about Conversion
  • 5. proprietary and confidential duo/cloudbakers 07.30.2013
  • 6. proprietary and confidential duo/cloudbakers 07.30.2013 Digital Marketing - Ten Years Ago
  • 7. proprietary and confidential duo/cloudbakers 07.30.2013 Digital Marketing - Five years ago
  • 8. proprietary and confidential duo/cloudbakers 07.30.2013 Digital Marketing - Today ‣ Marketing Automation / Email Marketing ‣ Content, Copy & PR ‣ Content Marketing & Content Strategy ‣ Digital Ads & Video ‣ Social Media ‣ SEO / Search / Commerce ‣ Analytics & Multivariate Testing ! ! Web Hosting WCMS Content Opti Inbound Mar Analytics
  • 9. proprietary and confidential duo/cloudbakers 07.30.2013 Drupal Measurement and reporting Social FB/Twitter Primary site Email campaign Video portal Mobile application Community site Rich media assets User generated content Marketing automation CRM Feeds Digital Marketing Platforms
  • 10. proprietary and confidential duo/cloudbakers 07.30.2013 It’s all about the Content ‣ Create content people want and they’ll find you ‣ Create CTA’s (calls to action) on the site ‣ Forms / Landing Pages / Email establish identity
  • 11. proprietary and confidential duo/cloudbakers 07.30.2013 Digital Marketing by DUO
  • 12. proprietary and confidential duo/cloudbakers 07.30.2013
  • 13. proprietary and confidential duo/cloudbakers 07.30.2013 What is a CRM?
  • 14. proprietary and confidential duo/cloudbakers 07.30.2013 Strategic Tactical ‣ nothing slips through the tracks ‣ institutionalize knowledge ‣ predict revenue stream ‣ sales management ‣ daily tasks ‣ follow-ups ‣ lead sources ‣ pipeline reports ‣ sales staff ‣ staff rankings Reasons to use a CRM
  • 15. proprietary and confidential duo/cloudbakers 07.30.2013 Who uses a CRM?
  • 16. proprietary and confidential duo/cloudbakers 07.30.2013 Use Cases of CRM
  • 17. proprietary and confidential duo/cloudbakers 07.30.2013 Where does a CRM fall short I know 50% of my marketing budget is working I just don't know which 50% Visits Leads Customers Digital Presence CRM
  • 18. proprietary and confidential duo/cloudbakers 07.30.2013 Marketing Automation Toolbox ‣ Demand generation ‣ Campaign analysis ‣ Sales effectiveness ‣ Lead management ‣ Lead scoring ‣ Lead nurturing ‣ Lead generation ‣ Lead qualification
  • 19. proprietary and confidential duo/cloudbakers 07.30.2013 Marketing Automation Allow yourself to easily switch gears from email marketing to blogging to social media campaigns and more! Sales Marketing Marketing Automation
  • 20. proprietary and confidential duo/cloudbakers 07.30.2013 Generate business by constantly tweaking & eliminating what isn't working and improving what is working holistically with your content marketing Warning: Buckle your seatbelts and be prepared to constantly raise your goals!
  • 21. proprietary and confidential duo/cloudbakers 07.30.2013 Panel ‣ Ariel Upton - Marketing Coordinator, Duo ‣ Ashley Kelnhofer - Marketing Maven, Cloudbakers ‣ Mitch Greenwald - Founder, Cloudbakers ‣ Michael Silverman - Founder, Duo Consulting ‣ Andrew Johnston - Moderator
  • 22. proprietary and confidential duo/cloudbakers 07.30.2013 Marketing Automation
  • 23. proprietary and confidential duo/cloudbakers 07.30.2013 Marketing Automation
  • 24. proprietary and confidential duo/cloudbakers 07.30.2013 Marketing Automation
  • 25. proprietary and confidential duo/cloudbakers 07.30.2013 Marketing Automation
  • 26.
  • 27. proprietary and confidential duo/cloudbakers 07.30.2013 Dashboard Views
  • 28. proprietary and confidential duo/cloudbakers 07.30.2013 Dashboard Views
  • 29. proprietary and confidential duo/cloudbakers 07.30.2013 E-Mail
  • 30. proprietary and confidential duo/cloudbakers 07.30.2013 Blogging
  • 31. proprietary and confidential duo/cloudbakers 07.30.2013 Lead Scoring
  • 32. proprietary and confidential duo/cloudbakers 07.30.2013 Lead Scoring
  • 33. proprietary and confidential duo/cloudbakers 07.30.2013 Forms and Landing Pages
  • 34. proprietary and confidential duo/cloudbakers 07.30.2013 Social Publish
  • 35. proprietary and confidential duo/cloudbakers 07.30.2013 Social Media
  • 36. proprietary and confidential duo/cloudbakers 07.30.2013 Questions? 36
  • 37. proprietary and confidential duo/cloudbakers 07.30.2013 About Duo Dedicated to changing the way organizations market and communicate online.
  • 38. About Cloudbakers Cloudbakers connects technology with change management to ensure successful adoption of your Google Apps, Zoho CRM and application development & integration projects, which adds value to your business. We unite with your team as your cloud solution experts, turning your users into evangelists, and helping your business move the needle. Cloudbakers connects technology with change management to ensure successful adoption of your Google Apps, Zoho CRM and application development & integration projects
  • 39. proprietary and confidential duo/cloudbakers 07.30.2013 Digital Marketing - Strategic Planning Setting Business Goals Mission and Vision Digital Marketing Strategy Planning Next @ Duo - Sept 17 39