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How to Align Marketing
and Sales for Better
Demand Generation
Presented by
About Chris and Joe
• Chris Rodriguez, Demand Generation
Manager, LeadGenius (Marketing)
• Tools: Marketing Automation,
Salesforce
• Joe Payne, Outbound Lead Generation
Manager, LeadGenius (Sales)
• Tools: Outbound Email Client,
Salesforce
#SHWebinar
What We’ll Cover Today
• Double Edge Account Based Marketing
• Streams, Waves, and Drips
• The Funnel and the “Spiral”
• Market Segmentation
• Buyer Matrices
#SHWebinar
Common Terminology
• Lead Generation - Identifying or attracting new
potential clients. It could be inbound or outbound.
• Demand Generation - Moving known potential clients
through your buyer funnel. Where sales and marketing
work together to move a prospect closer to a sale.
• Inbound - The potential client initiates the first touch.
• Outbound - The provider initiates the first touch.
• Account - Company records in your CRM
#SHWebinar
Double-Edge Account Based
Marketing & Sales Strategy
• What is Account Based Marketing?
• A B2B strategy that takes into account multiple roles within an
organization
• Sales and Marketing must work together
• Data quality is the key
• What is the double edge part?
• Inbound
• Outbound
#SHWebinar
Streams, Waves, and Drips
Drips
Example: Simple time based emails
Velocity is lost with the drip analogy. What
we want is momentum to speed up our sales
cycle.
#SHWebinar
Top Funnel Content
Mid Funnel Content
Streams: Linear buyer journeys where content is served
Waves: The content that gets triggered into action
Similar to Aaron Ross’ Nets, Spears, and Seeds
#SHWebinar
Sales Velocity
• Sell More and Sell Faster
• Quality data shortens the Sales Cycle
• Sales Velocity = Number of Leads x Win Rate (%) x
Average Deal Size / Average Sales Cycle
#SHWebinar
Sales Velocity
#SHWebinar
Interested? TOFU
{
	 •	 eBooks

	 •	 Tip sheets

	 •	 White papers that educate

	 •	 How-to video/webinar

	 •	 How-to blog posts

	 •	 Guest blog posts
	 •	 Overview reports

	 •	 Online articles

	 •	 Infographics

	 •	 FAQ pages

	 •	 Resource pages

	 •	 Social posts
}
Qualified? MOFU
{ }
	 •	 Email marketing/newsletters

	 •	 Buying guides

	 •	 Consultations

	 •	 Product demo videos/webinars

	 •	 Video of keynotes

	 •	 ROI calculators
	 •	 Case studies

	 •	 Data sheets

	 •	 Product comparisons

	 •	 In-depth blog post

	 •	 Testimonials
Ready? BOFU
{ }
	 •	 Free trials

	 •	 "Deep dive" product demos

	 •	 Follow up consultations

	 •	 Customized estimates

	 •	 Coupons/offers
	 •	 In-depth articles

	 •	 Input from advocates

	 •	 Testimonials

	 •	 Email marketing
The Funnel or Spiral
#SHWebinar
Interested?
TOFU
{ }
Qualified? MOFU
{ }
Ready?
BOFU
{ }
#SHWebinar
Marketing
Automation
CRM
Outbound
Database Synchronization
#SHWebinar
Market Segmentation
SMB Mid Market Enterprise
#SHWebinar
Drilling Down the Buyer
Matrix
DMDM DM
PC
I
Ch
I
Ch
I
Ch
CxOVP(x) VP(x)
D(x) D(x)D(x)
M(x) M(x)M(x)
Legend
PC: Primary Contact
DM: Decision Maker
I: Influencer
Ev: Evaluator
Ch: Champion
(x): Department
VP: Vice President
D: Director
M: Manager
Capturing
accounts based
off of the model
requires a
concerted effort
of influence for a
reduction in time
of the buyer’s
journey to
decision.
Ev Ev
#SHWebinar
Drilling Down the Buyer
Matrix
#SHWebinar
Drilling Down the Buyer
Matrix
#SHWebinar
In Practice
VP Sales = ?
joe@LeadGenius.com
or
The beauty of an account based buyer matrix strategy is that the
tactics involved are logically derived from creating and populating the
matrices with contacts. The “How?” of this strategy is the fun part.
Resourcefulness, adaptation, and technological awareness always
generates interesting ways of answering “How?”.
#SHWebinar
In Conclusion
• Sync your tech, messaging, departments, and
strategy to increase sales velocity
• Don’t be lazy with your data
• REMEMBER! The people you engage with are also
engaged in group dynamics
• Empower your sales org
#SHWebinar
Q & A
• What do you want?!
#SHWebinar

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Webinar - How to Align Marketing and Sales for Better Demand Generation (FINAL) (2)

  • 1. How to Align Marketing and Sales for Better Demand Generation Presented by
  • 2. About Chris and Joe • Chris Rodriguez, Demand Generation Manager, LeadGenius (Marketing) • Tools: Marketing Automation, Salesforce • Joe Payne, Outbound Lead Generation Manager, LeadGenius (Sales) • Tools: Outbound Email Client, Salesforce #SHWebinar
  • 3. What We’ll Cover Today • Double Edge Account Based Marketing • Streams, Waves, and Drips • The Funnel and the “Spiral” • Market Segmentation • Buyer Matrices #SHWebinar
  • 4. Common Terminology • Lead Generation - Identifying or attracting new potential clients. It could be inbound or outbound. • Demand Generation - Moving known potential clients through your buyer funnel. Where sales and marketing work together to move a prospect closer to a sale. • Inbound - The potential client initiates the first touch. • Outbound - The provider initiates the first touch. • Account - Company records in your CRM #SHWebinar
  • 5. Double-Edge Account Based Marketing & Sales Strategy • What is Account Based Marketing? • A B2B strategy that takes into account multiple roles within an organization • Sales and Marketing must work together • Data quality is the key • What is the double edge part? • Inbound • Outbound #SHWebinar
  • 6. Streams, Waves, and Drips Drips Example: Simple time based emails Velocity is lost with the drip analogy. What we want is momentum to speed up our sales cycle. #SHWebinar
  • 7. Top Funnel Content Mid Funnel Content Streams: Linear buyer journeys where content is served Waves: The content that gets triggered into action Similar to Aaron Ross’ Nets, Spears, and Seeds #SHWebinar
  • 8. Sales Velocity • Sell More and Sell Faster • Quality data shortens the Sales Cycle • Sales Velocity = Number of Leads x Win Rate (%) x Average Deal Size / Average Sales Cycle #SHWebinar
  • 10. Interested? TOFU { • eBooks • Tip sheets • White papers that educate • How-to video/webinar • How-to blog posts • Guest blog posts • Overview reports • Online articles • Infographics • FAQ pages • Resource pages • Social posts } Qualified? MOFU { } • Email marketing/newsletters • Buying guides • Consultations • Product demo videos/webinars • Video of keynotes • ROI calculators • Case studies • Data sheets • Product comparisons • In-depth blog post • Testimonials Ready? BOFU { } • Free trials • "Deep dive" product demos • Follow up consultations • Customized estimates • Coupons/offers • In-depth articles • Input from advocates • Testimonials • Email marketing The Funnel or Spiral #SHWebinar
  • 11. Interested? TOFU { } Qualified? MOFU { } Ready? BOFU { } #SHWebinar
  • 13. Market Segmentation SMB Mid Market Enterprise #SHWebinar
  • 14. Drilling Down the Buyer Matrix DMDM DM PC I Ch I Ch I Ch CxOVP(x) VP(x) D(x) D(x)D(x) M(x) M(x)M(x) Legend PC: Primary Contact DM: Decision Maker I: Influencer Ev: Evaluator Ch: Champion (x): Department VP: Vice President D: Director M: Manager Capturing accounts based off of the model requires a concerted effort of influence for a reduction in time of the buyer’s journey to decision. Ev Ev #SHWebinar
  • 15. Drilling Down the Buyer Matrix #SHWebinar
  • 16. Drilling Down the Buyer Matrix #SHWebinar
  • 17. In Practice VP Sales = ? joe@LeadGenius.com or The beauty of an account based buyer matrix strategy is that the tactics involved are logically derived from creating and populating the matrices with contacts. The “How?” of this strategy is the fun part. Resourcefulness, adaptation, and technological awareness always generates interesting ways of answering “How?”. #SHWebinar
  • 18. In Conclusion • Sync your tech, messaging, departments, and strategy to increase sales velocity • Don’t be lazy with your data • REMEMBER! The people you engage with are also engaged in group dynamics • Empower your sales org #SHWebinar
  • 19. Q & A • What do you want?! #SHWebinar