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Accelerate to Advanced
and Optimized Lead
Generation & Nurturing
Practices
Presenters:

         Jon Miller
         VP of Marketing, Marketo
                                               Moderator:
                                               Amanda Batista,
                                               Managing Editor,
          Bryan Ehrenfreund                    DemandGen Report
          VP of Digital Solutions, Televerde
Agenda


     Context – Why This Topic is Important
     Considerations for Readiness Assessment
     Opportunities for Optimization
     Broadening the Application
     Options for Acceleration




© 2012 Televerde All rights reserved.
The Back Story


     Disciplined, integrated,
      portfolio approaches
      done well outperform… 6:1

     Standard vs. advanced
      practices – big difference




© 2012 Televerde All rights reserved.
Buying Has Changed Forever
              OLD DAYS: INFO SCARCITY                       TODAY: INFO ABUNDANCE
                      1960s – Recent




                                                    BUYER




                                        SALES REP                SALES REP




© 2012 Televerde All rights reserved.
The World Has Changed




    Pew Research Center, May 2010




© 2012 Televerde All rights reserved.
Traditional Marketing is in Decline

                                        Consumers are in the driver’s
                                                   seat




© 2012 Televerde All rights reserved.
Assess your
                                        readiness…


© 2012 Televerde All rights reserved.
Your State of Readiness

    Considerations…
     Data Quality:
          Gap analysis, cleanse, enrich, segment

     Content Value:
          Relevancy, alignment, completeness

     Talent & Skills:
          Technical/marketing/data prowess

     Technology Integration:
          MAT/Tele/CRM/Web

© 2012 Televerde All rights reserved.
Your State of Readiness
     Process Enablement:
     Lead management, sales & marketing
     alignment

     Business Intelligence:
     Markets, accounts, personas, buy stages

     Calls to Action:
     Compelling offers, testing

     Tele Practices:
     Nurturing conversations are different

     Web Optimization:
     Conversion forms, site nav, inbound

© 2012 Televerde All rights reserved.
Advance to
                               Optimization…


© 2012 Televerde All rights reserved.
Start with BI – Knowledge Empowers


     Know your target markets & accounts
     Deep-dive persona understanding
     Leverage buying stage insight
     Relevance is key to the goal


                                        The goal:
                Identify, qualify, convert, accelerate, close

© 2012 Televerde All rights reserved.
Optimization… 3D Focus Plus

    Data…                                                                    Digita
     Yes, data is daunting, but…                                  Dat
                                                                             l
     Quality in, quality out                                      a
     Segment!
                                                                          Dialogu
    Digital…                                                              e
     Content matters but relevancy matters more
     Focus on flow

    Dialogue…
     Conversations change everything
     Dialogue (like data) makes or breaks investment

               Plus…                    Market BI, Process, Technology, Website, Skills
© 2012 Televerde All rights reserved.
It’s All About the Data


     Data requires lots of attention
     Target pristine but start with better than today
     RPM - Remediate, Provision, Maintain
     Data management - lather, rinse, repeat
     Leverage data in discrete, well-segmented programs



© 2012 Televerde All rights reserved.
Digital is Your GPS


     Focus on flow
     Multiple programs enable better management
     It’s all in the set-up – but plan for agility
     System synchronization – CRM, tele, social, analytics
     Content matters, relevance matters more




© 2012 Televerde All rights reserved.
Digital Across the Revenue Cycle




                                                      Prospect
                                               Name




                                                                        Sales
                                                                        Lead
                                                                 Lead
      Awareness                       Friend                                    Opportunity Customer



                                                            Nurturing
                                                            Database



      Generating Awareness                                       Developing Relationships
           and “Like”                                             (Email, Social, Offline)
© 2012 Marketo All rights reserved.
Content and Relevance

         Types of content:
         Buying guides, checklists,
         calculators, whitepapers, analyst
         reports, and webinars
         Research data, funny videos,
         curated lists, infographics, and highly
         relevant thought leadership pieces


         Two rules:
         Content must be helpful, not
         promotional
         Content must be relevant to the
         buyer: who they are, where they are in
         the buying cycle



© 2012 Televerde All rights reserved.
Dialogue – “Good Call!”

     Conversations change everything
     Data is intelligence – use it to inform
      the dialogue
     The nurture conversation is different
     VCA: Validate, Correct, Accelerate


                            Prepare for the correction (agility)



© 2012 Televerde All rights reserved.
Process – The Big 5
      CRM                        MAT    Digital   Dialogue   Digital     Sales




                                                                       Feedback

    2. Contacts in CRM to MAT

    4. Know the score                                                  Marketing

    6. Digital to dialogue, and back again

    8. Cadence contingent on outcomes

    10. Lead hand-off management + feedback

© 2012 Televerde All rights reserved.
Integrated Systems Are Enablers


     No technology (no matter how good)
      can fix bad processes
     Integration optimizes everything
     Like people, bi-directional technology
      communication prevents and resolves issues
     Connect CRM to MAT to Tele system for best results




© 2012 Televerde All rights reserved.
Website Optimization


     Shore up a weak website
     Better structure, easier nav

     Relevant and dynamic landing pages

     Mini contact forms for conversion capture
     Gate some (not all) premium content
     Immediate page display after registration


© 2012 Televerde All rights reserved.
Talent – Find, Train, Manage


     Look inside, look outside
      (always be looking)

     This is still new technology so
      train and expose often




© 2012 Televerde All rights reserved.
Broaden the
                                   Application…


© 2012 Televerde All rights reserved.
Expand the Utilization Universe
    You’re optimizing, so go beyond
    the basics…
     Seed demand and pre-MQL
     Qualify and prioritize inbound leads
     Build momentum with event & webinar attendees
     Accelerator nurturing (short-term & mid-term touches)
     Rejuvenate dormant, recycled, discontinued leads
     Account-Based Marketing programs
     Current customers – cross-sell/up-sell, c-sat, renewals

© 2012 Televerde All rights reserved.
Options for
                                Acceleration…


© 2012 Televerde All rights reserved.
Accelerating Advanced Practices


     Centralized or distributed demand center
     Don’t stress your organization
     Create advanced practice roadmap
      and mind the gaps
     Think big, start small – incremental improvements
     How fast do you want to go?
     Do you really need to own and manage the resources?



© 2012 Televerde All rights reserved.
Accelerating Advanced Practices

     Be TCO-savvy – mind the investment

     Consider core capabilities and best practices
     Leverage third-party trusted solution partners

     Observe and learn, then decide

     Get on the numbers – test, measure, improve
     Eliminate technology and process drags
     Continual training and best practice exposure


© 2012 Televerde All rights reserved.
Actionable Takeaways…


      Think big but start small         Find talent inside or
      Buying has changed, so             outside
       selling needs to change           Integrate your systems
      Digital & dialogue blend          Prepare for nurture
       makes sense                        dialogues (VCA)
      Know your markets                 Focus on data quality
      Relevance matters                 Prioritize process
      Manage sensibly                   Broaden your applications


© 2012 Televerde All rights reserved.
Q&A…
Jon Miller                                                       Bryan Ehrenfreund
VP of Marketing                                                  VP of Digital Strategies
jon@marketo.com                                                  bryan.ehrenfreund@televerde.com
+1 650-376-2301                                                  +1 888-787-2829
Twitter: @jonmiller2                                             Twitter: @ehrenfreund


Marketo is the fastest growing provider in Revenue               Televerde is a leading B2B marketing agency and
Performance Management. Our marketing automation                 provider of sales pipeline development solutions that
and sales effectiveness solutions transform how                  drive increased revenue for our clients by integrating the
marketing and sales teams of all sizes work — and work           highest quality contact data, marketing automation and
together — to drive dramatically increased revenue               world-class teleservices. We help our clients identify
performance and fuel business growth. Marketo’s                  future customers, accelerate and convert sales
technology, services and expert guidance are helping             opportunities, and discover fresh, actionable market
more than 1,600 enterprise and mid-market                        insight in the process. We’ve provided demand creation
companies around the world to turn marketing from a              solutions to more than 2,000 clients and have helped to
cost center to a business-building revenue driver.               generate over $3 billion in net new revenue for them.

                     marketo.com                                                       televerde.com
                                          © 2012 Televerde All rights reserved.

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Advanced Lead Nuturing - Televerde

  • 1. Accelerate to Advanced and Optimized Lead Generation & Nurturing Practices Presenters: Jon Miller VP of Marketing, Marketo Moderator: Amanda Batista, Managing Editor, Bryan Ehrenfreund DemandGen Report VP of Digital Solutions, Televerde
  • 2. Agenda  Context – Why This Topic is Important  Considerations for Readiness Assessment  Opportunities for Optimization  Broadening the Application  Options for Acceleration © 2012 Televerde All rights reserved.
  • 3. The Back Story  Disciplined, integrated, portfolio approaches done well outperform… 6:1  Standard vs. advanced practices – big difference © 2012 Televerde All rights reserved.
  • 4. Buying Has Changed Forever OLD DAYS: INFO SCARCITY TODAY: INFO ABUNDANCE 1960s – Recent BUYER SALES REP SALES REP © 2012 Televerde All rights reserved.
  • 5. The World Has Changed Pew Research Center, May 2010 © 2012 Televerde All rights reserved.
  • 6. Traditional Marketing is in Decline Consumers are in the driver’s seat © 2012 Televerde All rights reserved.
  • 7. Assess your readiness… © 2012 Televerde All rights reserved.
  • 8. Your State of Readiness Considerations…  Data Quality: Gap analysis, cleanse, enrich, segment  Content Value: Relevancy, alignment, completeness  Talent & Skills: Technical/marketing/data prowess  Technology Integration: MAT/Tele/CRM/Web © 2012 Televerde All rights reserved.
  • 9. Your State of Readiness  Process Enablement: Lead management, sales & marketing alignment  Business Intelligence: Markets, accounts, personas, buy stages  Calls to Action: Compelling offers, testing  Tele Practices: Nurturing conversations are different  Web Optimization: Conversion forms, site nav, inbound © 2012 Televerde All rights reserved.
  • 10. Advance to Optimization… © 2012 Televerde All rights reserved.
  • 11. Start with BI – Knowledge Empowers  Know your target markets & accounts  Deep-dive persona understanding  Leverage buying stage insight  Relevance is key to the goal The goal: Identify, qualify, convert, accelerate, close © 2012 Televerde All rights reserved.
  • 12. Optimization… 3D Focus Plus Data… Digita  Yes, data is daunting, but… Dat l  Quality in, quality out a  Segment! Dialogu Digital… e  Content matters but relevancy matters more  Focus on flow Dialogue…  Conversations change everything  Dialogue (like data) makes or breaks investment Plus… Market BI, Process, Technology, Website, Skills © 2012 Televerde All rights reserved.
  • 13. It’s All About the Data  Data requires lots of attention  Target pristine but start with better than today  RPM - Remediate, Provision, Maintain  Data management - lather, rinse, repeat  Leverage data in discrete, well-segmented programs © 2012 Televerde All rights reserved.
  • 14. Digital is Your GPS  Focus on flow  Multiple programs enable better management  It’s all in the set-up – but plan for agility  System synchronization – CRM, tele, social, analytics  Content matters, relevance matters more © 2012 Televerde All rights reserved.
  • 15. Digital Across the Revenue Cycle Prospect Name Sales Lead Lead Awareness Friend Opportunity Customer Nurturing Database Generating Awareness Developing Relationships and “Like” (Email, Social, Offline) © 2012 Marketo All rights reserved.
  • 16. Content and Relevance Types of content: Buying guides, checklists, calculators, whitepapers, analyst reports, and webinars Research data, funny videos, curated lists, infographics, and highly relevant thought leadership pieces Two rules: Content must be helpful, not promotional Content must be relevant to the buyer: who they are, where they are in the buying cycle © 2012 Televerde All rights reserved.
  • 17. Dialogue – “Good Call!”  Conversations change everything  Data is intelligence – use it to inform the dialogue  The nurture conversation is different  VCA: Validate, Correct, Accelerate Prepare for the correction (agility) © 2012 Televerde All rights reserved.
  • 18. Process – The Big 5 CRM MAT Digital Dialogue Digital Sales Feedback 2. Contacts in CRM to MAT 4. Know the score Marketing 6. Digital to dialogue, and back again 8. Cadence contingent on outcomes 10. Lead hand-off management + feedback © 2012 Televerde All rights reserved.
  • 19. Integrated Systems Are Enablers  No technology (no matter how good) can fix bad processes  Integration optimizes everything  Like people, bi-directional technology communication prevents and resolves issues  Connect CRM to MAT to Tele system for best results © 2012 Televerde All rights reserved.
  • 20. Website Optimization  Shore up a weak website  Better structure, easier nav  Relevant and dynamic landing pages  Mini contact forms for conversion capture  Gate some (not all) premium content  Immediate page display after registration © 2012 Televerde All rights reserved.
  • 21. Talent – Find, Train, Manage  Look inside, look outside (always be looking)  This is still new technology so train and expose often © 2012 Televerde All rights reserved.
  • 22. Broaden the Application… © 2012 Televerde All rights reserved.
  • 23. Expand the Utilization Universe You’re optimizing, so go beyond the basics…  Seed demand and pre-MQL  Qualify and prioritize inbound leads  Build momentum with event & webinar attendees  Accelerator nurturing (short-term & mid-term touches)  Rejuvenate dormant, recycled, discontinued leads  Account-Based Marketing programs  Current customers – cross-sell/up-sell, c-sat, renewals © 2012 Televerde All rights reserved.
  • 24. Options for Acceleration… © 2012 Televerde All rights reserved.
  • 25. Accelerating Advanced Practices  Centralized or distributed demand center  Don’t stress your organization  Create advanced practice roadmap and mind the gaps  Think big, start small – incremental improvements  How fast do you want to go?  Do you really need to own and manage the resources? © 2012 Televerde All rights reserved.
  • 26. Accelerating Advanced Practices  Be TCO-savvy – mind the investment  Consider core capabilities and best practices  Leverage third-party trusted solution partners  Observe and learn, then decide  Get on the numbers – test, measure, improve  Eliminate technology and process drags  Continual training and best practice exposure © 2012 Televerde All rights reserved.
  • 27. Actionable Takeaways…  Think big but start small  Find talent inside or  Buying has changed, so outside selling needs to change  Integrate your systems  Digital & dialogue blend  Prepare for nurture makes sense dialogues (VCA)  Know your markets  Focus on data quality  Relevance matters  Prioritize process  Manage sensibly  Broaden your applications © 2012 Televerde All rights reserved.
  • 28. Q&A… Jon Miller Bryan Ehrenfreund VP of Marketing VP of Digital Strategies jon@marketo.com bryan.ehrenfreund@televerde.com +1 650-376-2301 +1 888-787-2829 Twitter: @jonmiller2 Twitter: @ehrenfreund Marketo is the fastest growing provider in Revenue Televerde is a leading B2B marketing agency and Performance Management. Our marketing automation provider of sales pipeline development solutions that and sales effectiveness solutions transform how drive increased revenue for our clients by integrating the marketing and sales teams of all sizes work — and work highest quality contact data, marketing automation and together — to drive dramatically increased revenue world-class teleservices. We help our clients identify performance and fuel business growth. Marketo’s future customers, accelerate and convert sales technology, services and expert guidance are helping opportunities, and discover fresh, actionable market more than 1,600 enterprise and mid-market insight in the process. We’ve provided demand creation companies around the world to turn marketing from a solutions to more than 2,000 clients and have helped to cost center to a business-building revenue driver. generate over $3 billion in net new revenue for them. marketo.com televerde.com © 2012 Televerde All rights reserved.