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Embracing the New Era of
End-To-End Channel Automation
How top channel vendors are starting to leverage the full potential of
cloud systems to improve engagement, increase measurement, simplify
operations, and increase sales.
2
PRESENTERS
Steven Kellam
SVP, Sales & Marketing
CCI
Scott England
VP, Alliances & Strategic Relationships
Zift Solutions
Peter Hornberger
Business Development Associate
CCI
A Time of
Unprecedented
Change in the Channel
4
Requires a fundamentally different
business model for partners.
 More clients needed for same amount of revenue
• Marketing effectiveness crucial for raising partner sales
velocity
 Larger emphasis on customer satisfaction and
retention
 Smarter, more proactive use of incentive funds
needed
• Rewards: pre-sales over post sales
• MDF: Smarter allocation based on highest likelihood for
sales lift/lowest probability of waste
PARADIGM SHIFT TO RECURRING REVENUE
Paradigm
Shift
From high-margin,
one-time revenue
to subscription-
based revenue.
5
COMPETITION FOR MINDSHARE: ALL-TIME HIGH
More Suppliers
 Cloud and bundled services spawn more provider options
 7+ suppliers per partner
Fewer Partners
 Smaller ‘piece of the pie’ for resellers
 Heavy partner and distributor consolidation
 Larger barriers to entry for partners
Partner adoption for most
channel programs is now in
the single digits.
~ Sirius Decisions
“
Half of SMB cloud service purchases
are now directly from the provider.
~ McKinsey
“
It takes more talent, capital, and business
acumen to thrive in today’s channel.
~ 2112 Group
“
6
CHANNEL PROGRAMS ARE MORE COMPLEX THAN EVER
15 Years Ago:
Distributor
Direct Corporate
Reseller
VARReseller
VENDOR
Enterprise
SMB/SME
Home
Micro
7
CHANNEL PROGRAMS ARE MORE COMPLEX THAN EVER
Today:
Distributor
Direct Corporate
Reseller
VARReseller
VENDOR
Enterprise
SMB/SME
Home
Micro
Cloud
Agents
Hosting /
Infrastructure
OEM
Solution
Providers
MSPs
ISVs
Direct
Marketers
System
Integrators
8
OPERATIONAL EXCELLENCE OBSCURED
Operational Mindshare
Pursuit of partner mindshare
often distracts from efficient,
informed operational
execution.
Systems & Campaign Sprawl
Program feature ‘arms race’
leads to systems and
campaign ‘sprawl.’
 Disconnected and unmanageable
 System silos create human silos
Custom Channel Systems
“Frankenstein” systems built
on direct-oriented CRM & ERP
platforms designed for SMB.
 Cost millions to design, build and
maintain
 Built by costly consultants with
little real channel expertise
 Hard to adjust, become expensive
‘ball and chain’
9
THE NEW GENERATION OF CLOUD CHANNEL SOLUTIONS
 Born in the channel, for
the channel
 “Play well with others”
 Configuration over
customization
 Scale and change year
to year
10
Improving
engagement
1 2 3
4 5 6
AGENDA: IMPACTS OF THE NEW PARADIGM
Emphasizing capture,
measurement
Simplifying internal
operations
Shortening time to
revenue
Maximizing sales lift Summary and
recommendations
Improving
Engagement
12
 UI Experience – friendly and engaging
 Process Efficiency – get in and get out
 Reporting Metrics – broad visibility
 Data Accuracy – reduce human error
 Alert Relevancy – timely and useful notifications
INCENTIVE PROGRAMS DRIVING PARTNER ENGAGEMENT
Ease of Use is Key
ABCtech ABCtech’s
The ABCtech Partner Support
Center is available 24 hours a day,
5 days a week to support you.
PartnerNetwork@ABCtech.com
13
Plug-&-play campaigns designed by marketing experts…not the VAR CEO’s nephew.
Streamlined lead collection and qualification.
Lower marketing delivery costs, typically by 50%.
Partners get inserted into ‘warmer’ prospecting conversations.
Greater visibility into ROI of marketing activities.
Allow partners to focus more time on actual selling.
THE NEXT FRONT IN THE PARTNER ENGAGEMENT WARS
14
EXAMPLE – LEAD DISTRIBUTION WITH APPS
15
Engagement success hinges on:
ENGAGEMENT: 1+1 = 3
The key to it all.
“Least effort,
most gain.”
Make it EASY
and FUN.
The more you
ask of them,
the less you’ll
get back.
Engagement
Increasing Measurement
and Informed
Decision Making
18
Operational dashboards that guide and energize:
 CAM self-prioritization
 Senior management performance assessment of internal
team members
 PMM visibility to program engagement
 Etc.
IS IT WORKING - WHAT YOU NEED TO KNOW
19
Partner
Scorecarding &
Benchmarking
Joint Business
Planning
Joint Marketing
Planning &
Approvals
MDF Fund
Allocation &
Distribution
Marketing
Campaign
Execution
Deal
Registration
Point of Sale Data
Creation, Collection,
Scrubbing
Systems of Record
– Partner Info &
Outcomes
ROI Measurement
& Predictive
Analytics
Capture Proof
of Performance
Incent Use of Thru-
Partner Marketing
Partner
Investment
Lifecycle
20
DATA DISCONNECT
Traditionally
this is where
the wheels
have fallen
off for
measurability.
21
 Objective campaign
performance data
 Forensic data – real results
 Measure marketing
outcomes…partner vs.
partner, region vs. region
product vs. product
FINALLY, VALID PERFORMANCE DATA!
22
End-to-end dashboards that guide and energize
 Complete view
 One place to look
MEASUREMENT: 1+1 = 3
Simplifying Internal
Operations
24
 Dashboards
 Real-time reporting
 Notifications and automated workflows
 Approvals
 Pre-defined campaign choices simplify the planning and
budgeting process:
• Don’t have to spend valuable CAM/PMM man hours ‘inventing’
marketing plans from scratch for each partner
• Makes MDF spend budgeting much easier if you know the costs
for the defined options up front
INCENTIVE PROGRAM OPERATIONAL ROI
25
 Use Apps to put portal features into channel partners current systems.
 Provide managed services to ease initial on-boarding.
 Let partners self profile to determine relevant pushed materials.
 Automate ROI reporting to pull results from partner’s existing systems (requires no
change in partner behavior).
 Include partners in creative design to ensure joint marketing meets their needs.
 Track partner follow up and success with distributed leads so only qualified leads are
brought to channel sales attention.
MARKETING AUTOMATION OPERATIONAL ROI
Key Is STILL Ease of Use
26
SYNDICATED DEMAND GEN
Efficient personalization for each partner…less channel marketing team time investment.
27
 Linking all the data together
efficiently
 Mapping spend to leads
 Evaluating program and
partner efficacy
 Proactively adjust spend and
campaigns based on partner
lexile scores
SIMPLIFICATION: 1+1 = 3
Combined spend and demand gen data creates powerful analytical and demand gen capabilities.
Shortening Time
to Revenue
29
MAJOR REDUCTIONS IN TIME TO REVENUE
Throughout ENTIRE partner investment lifecycle
Pre-integrated automation
Joint Planning Approvals Marketing Execution Sales Engagement
Post-integrated automation
30
Compounding effects:
 Get ahead of competition: big “first mover” advantage
for you and your partners
 Build partner revenues sooner
 Drive your recurring revenue sooner
 Forecasting & budgeting:
more meaningful alignment
in the boardroom
SHORTENING TIME TO REVENUE: 1+1 = 3
Delayed subscrip. revenue = lost revenue!
Ultimately, It’s About Maximizing Sales
32
 Scorecarding
• Pick and invest in the right partners
• Lead those partners down the right path
• Minimize financial risk of waste
 Joint marketing planning
REACHING PARTNER POTENTIAL
It’s all about maximizing sales lift - Drive the BEST increase in partner sales.
33
MORE ENGAGEMENT – MORE SALES
With increased partner engagement, increased pipeline, spend analysis and revenue attribution become a reality.
34
More sales success hinges on:
SALES LIFT: 1+1 = 3
The key to it all.
The Right
Partners
Great
Planning
Marketing
Execution
Sales Lift
Recap & Summary
36
1. Improving Engagement
2. Emphasizing Capture, Measurement
3. Simplifying Internal Operations
4. Shortening Time to Revenue
5. Maximizing Sales Lift
A COMBINED SOLUTION
The whole becomes more than
the sum of the parts.
37
Steven Kellam
steven.kellam@channelmanagement.com
415.526.3215
Scott England
sengland@ziftsolutions.com
919.794.8385
Peter Hornberger
peter.hornberger@channelmanagement.com
415.526.3216
THANK YOU FOR BEING WITH US
Please contact us if you have additional questions.

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Embracing the New Era of End-To-End Channel Automation

  • 1. Embracing the New Era of End-To-End Channel Automation How top channel vendors are starting to leverage the full potential of cloud systems to improve engagement, increase measurement, simplify operations, and increase sales.
  • 2. 2 PRESENTERS Steven Kellam SVP, Sales & Marketing CCI Scott England VP, Alliances & Strategic Relationships Zift Solutions Peter Hornberger Business Development Associate CCI
  • 4. 4 Requires a fundamentally different business model for partners.  More clients needed for same amount of revenue • Marketing effectiveness crucial for raising partner sales velocity  Larger emphasis on customer satisfaction and retention  Smarter, more proactive use of incentive funds needed • Rewards: pre-sales over post sales • MDF: Smarter allocation based on highest likelihood for sales lift/lowest probability of waste PARADIGM SHIFT TO RECURRING REVENUE Paradigm Shift From high-margin, one-time revenue to subscription- based revenue.
  • 5. 5 COMPETITION FOR MINDSHARE: ALL-TIME HIGH More Suppliers  Cloud and bundled services spawn more provider options  7+ suppliers per partner Fewer Partners  Smaller ‘piece of the pie’ for resellers  Heavy partner and distributor consolidation  Larger barriers to entry for partners Partner adoption for most channel programs is now in the single digits. ~ Sirius Decisions “ Half of SMB cloud service purchases are now directly from the provider. ~ McKinsey “ It takes more talent, capital, and business acumen to thrive in today’s channel. ~ 2112 Group “
  • 6. 6 CHANNEL PROGRAMS ARE MORE COMPLEX THAN EVER 15 Years Ago: Distributor Direct Corporate Reseller VARReseller VENDOR Enterprise SMB/SME Home Micro
  • 7. 7 CHANNEL PROGRAMS ARE MORE COMPLEX THAN EVER Today: Distributor Direct Corporate Reseller VARReseller VENDOR Enterprise SMB/SME Home Micro Cloud Agents Hosting / Infrastructure OEM Solution Providers MSPs ISVs Direct Marketers System Integrators
  • 8. 8 OPERATIONAL EXCELLENCE OBSCURED Operational Mindshare Pursuit of partner mindshare often distracts from efficient, informed operational execution. Systems & Campaign Sprawl Program feature ‘arms race’ leads to systems and campaign ‘sprawl.’  Disconnected and unmanageable  System silos create human silos Custom Channel Systems “Frankenstein” systems built on direct-oriented CRM & ERP platforms designed for SMB.  Cost millions to design, build and maintain  Built by costly consultants with little real channel expertise  Hard to adjust, become expensive ‘ball and chain’
  • 9. 9 THE NEW GENERATION OF CLOUD CHANNEL SOLUTIONS  Born in the channel, for the channel  “Play well with others”  Configuration over customization  Scale and change year to year
  • 10. 10 Improving engagement 1 2 3 4 5 6 AGENDA: IMPACTS OF THE NEW PARADIGM Emphasizing capture, measurement Simplifying internal operations Shortening time to revenue Maximizing sales lift Summary and recommendations
  • 12. 12  UI Experience – friendly and engaging  Process Efficiency – get in and get out  Reporting Metrics – broad visibility  Data Accuracy – reduce human error  Alert Relevancy – timely and useful notifications INCENTIVE PROGRAMS DRIVING PARTNER ENGAGEMENT Ease of Use is Key ABCtech ABCtech’s The ABCtech Partner Support Center is available 24 hours a day, 5 days a week to support you. PartnerNetwork@ABCtech.com
  • 13. 13 Plug-&-play campaigns designed by marketing experts…not the VAR CEO’s nephew. Streamlined lead collection and qualification. Lower marketing delivery costs, typically by 50%. Partners get inserted into ‘warmer’ prospecting conversations. Greater visibility into ROI of marketing activities. Allow partners to focus more time on actual selling. THE NEXT FRONT IN THE PARTNER ENGAGEMENT WARS
  • 14. 14 EXAMPLE – LEAD DISTRIBUTION WITH APPS
  • 15. 15 Engagement success hinges on: ENGAGEMENT: 1+1 = 3 The key to it all. “Least effort, most gain.” Make it EASY and FUN. The more you ask of them, the less you’ll get back. Engagement
  • 17. 18 Operational dashboards that guide and energize:  CAM self-prioritization  Senior management performance assessment of internal team members  PMM visibility to program engagement  Etc. IS IT WORKING - WHAT YOU NEED TO KNOW
  • 18. 19 Partner Scorecarding & Benchmarking Joint Business Planning Joint Marketing Planning & Approvals MDF Fund Allocation & Distribution Marketing Campaign Execution Deal Registration Point of Sale Data Creation, Collection, Scrubbing Systems of Record – Partner Info & Outcomes ROI Measurement & Predictive Analytics Capture Proof of Performance Incent Use of Thru- Partner Marketing Partner Investment Lifecycle
  • 19. 20 DATA DISCONNECT Traditionally this is where the wheels have fallen off for measurability.
  • 20. 21  Objective campaign performance data  Forensic data – real results  Measure marketing outcomes…partner vs. partner, region vs. region product vs. product FINALLY, VALID PERFORMANCE DATA!
  • 21. 22 End-to-end dashboards that guide and energize  Complete view  One place to look MEASUREMENT: 1+1 = 3
  • 23. 24  Dashboards  Real-time reporting  Notifications and automated workflows  Approvals  Pre-defined campaign choices simplify the planning and budgeting process: • Don’t have to spend valuable CAM/PMM man hours ‘inventing’ marketing plans from scratch for each partner • Makes MDF spend budgeting much easier if you know the costs for the defined options up front INCENTIVE PROGRAM OPERATIONAL ROI
  • 24. 25  Use Apps to put portal features into channel partners current systems.  Provide managed services to ease initial on-boarding.  Let partners self profile to determine relevant pushed materials.  Automate ROI reporting to pull results from partner’s existing systems (requires no change in partner behavior).  Include partners in creative design to ensure joint marketing meets their needs.  Track partner follow up and success with distributed leads so only qualified leads are brought to channel sales attention. MARKETING AUTOMATION OPERATIONAL ROI Key Is STILL Ease of Use
  • 25. 26 SYNDICATED DEMAND GEN Efficient personalization for each partner…less channel marketing team time investment.
  • 26. 27  Linking all the data together efficiently  Mapping spend to leads  Evaluating program and partner efficacy  Proactively adjust spend and campaigns based on partner lexile scores SIMPLIFICATION: 1+1 = 3 Combined spend and demand gen data creates powerful analytical and demand gen capabilities.
  • 28. 29 MAJOR REDUCTIONS IN TIME TO REVENUE Throughout ENTIRE partner investment lifecycle Pre-integrated automation Joint Planning Approvals Marketing Execution Sales Engagement Post-integrated automation
  • 29. 30 Compounding effects:  Get ahead of competition: big “first mover” advantage for you and your partners  Build partner revenues sooner  Drive your recurring revenue sooner  Forecasting & budgeting: more meaningful alignment in the boardroom SHORTENING TIME TO REVENUE: 1+1 = 3 Delayed subscrip. revenue = lost revenue!
  • 30. Ultimately, It’s About Maximizing Sales
  • 31. 32  Scorecarding • Pick and invest in the right partners • Lead those partners down the right path • Minimize financial risk of waste  Joint marketing planning REACHING PARTNER POTENTIAL It’s all about maximizing sales lift - Drive the BEST increase in partner sales.
  • 32. 33 MORE ENGAGEMENT – MORE SALES With increased partner engagement, increased pipeline, spend analysis and revenue attribution become a reality.
  • 33. 34 More sales success hinges on: SALES LIFT: 1+1 = 3 The key to it all. The Right Partners Great Planning Marketing Execution Sales Lift
  • 35. 36 1. Improving Engagement 2. Emphasizing Capture, Measurement 3. Simplifying Internal Operations 4. Shortening Time to Revenue 5. Maximizing Sales Lift A COMBINED SOLUTION The whole becomes more than the sum of the parts.
  • 36. 37 Steven Kellam steven.kellam@channelmanagement.com 415.526.3215 Scott England sengland@ziftsolutions.com 919.794.8385 Peter Hornberger peter.hornberger@channelmanagement.com 415.526.3216 THANK YOU FOR BEING WITH US Please contact us if you have additional questions.