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Building a Martech Stack to Make Your Marketing Sing

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How do the pros manage their Marketing Technology Stack? How should you think about the structure of Marketing, MOPS, and IT?

How should you add, subtract, or adjust your martech stack to reach your marketing goals?

In this presentation from Kelly Jo Horton and Josh Hill, we go over key considerations when working within your stack as well as with vendors. It's about Solutions!

With sound: https://summit.adobe.com/na/summit-online/#26638

Publié dans : Technologie
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Building a Martech Stack to Make Your Marketing Sing

  1. 1. © 2019 Adobe. All Rights Reserved. Adobe Confidential. Building a MarTech Stack to Make Your Marketing Sing Josh Hill & Kelly Jo Horton | March 26, 2019
  2. 2. © 2019 Adobe. All Rights Reserved. Adobe Confidential. Who are we and why you should listen to us 2 Josh Hill Sr. Director of Lead Lifecycle Management • 5x Marketo Champ & Alum • Wrote that Guide and website • Over 40 projects and installs • Goal: automate marketers’ stories at scale Kelly Jo Horton Sr. Engineer, Marketing Technologies @ Docker, Inc. • 2x Marketo Champion & Alum • Former Marketo Principal Consultant • Consulted with 150+ B2B and B2C companies • Super Power: Ability to combine disparate systems into a cohesive unit that supports the entire business. @KellyJoHorton@jdavidhill #AdobeSummit
  3. 3. © 2019 Adobe. All Rights Reserved. Adobe Confidential. 3 2011
  4. 4. © 2019 Adobe. All Rights Reserved. Adobe Confidential. 4 2012
  5. 5. © 2019 Adobe. All Rights Reserved. Adobe Confidential. 5 2014
  6. 6. © 2019 Adobe. All Rights Reserved. Adobe Confidential. 6 2016
  7. 7. © 2019 Adobe. All Rights Reserved. Adobe Confidential. 7 2018
  8. 8. © 2019 Adobe. All Rights Reserved. Adobe Confidential. Shiny object syndrome and you 8
  9. 9. © 2019 Adobe. All Rights Reserved. Adobe Confidential. 9 🤨😤
  10. 10. © 2019 Adobe. All Rights Reserved. Adobe Confidential. Your stack is bigger than you think it is 10
  11. 11. © 2019 Adobe. All Rights Reserved. Adobe Confidential. So how do you solve this? 11
  12. 12. © 2019 Adobe. All Rights Reserved. Adobe Confidential. 12 Map Out What’s Really Happening Find Solutions, Not Vendors Manage the Stack
  13. 13. © 2019 Adobe. All Rights Reserved. Adobe Confidential. 13 Mapping out Your Org and Your Stack
  14. 14. © 2019 Adobe. All Rights Reserved. Adobe Confidential. 1414 What we usually see: Marketing is the center of the MarTech universe Marketing Marketing Ops Sales IT Sales Ops
  15. 15. © 2019 Adobe. All Rights Reserved. Adobe Confidential. 1515 MarTech becomes MarTECH IT Sales Marketing Sales Ops Marketing Ops Marketing Ops
  16. 16. © 2019 Adobe. All Rights Reserved. Adobe Confidential. Understand your Lead Sources and Data Sources 16
  17. 17. © 2019 Adobe. All Rights Reserved. Adobe Confidential. Considerations for Stack and Data Governance processes 17 • Alignment - RACI • Responsible • Accountable • Consulted • Informed • Legal compliance (GDPR) • Change Management Process • Data Governance Process • Procurement Process Definition from Data Governance Institute: “the exercise of decision making and authority for data related matters”
  18. 18. © 2019 Adobe. All Rights Reserved. Adobe Confidential. What happens without governance? 18
  19. 19. © 2019 Adobe. All Rights Reserved. Adobe Confidential. Supporting the Stack  Technical Support  Ticket tracking  Documentation and training  Office Hours  Cross Org Alignment  Know who your peers are  Weekly cross functional meetings  Tools to improve visibility  Daily standups  Well-Defined Processes 19
  20. 20. © 2019 Adobe. All Rights Reserved. Adobe Confidential. 20 Find solutions, not vendors
  21. 21. © 2019 Adobe. All Rights Reserved. Adobe Confidential. 21 Business Case: does this solve a real problem? ROI: Save time or Money? Scale: 3x or 10x something?
  22. 22. © 2019 Adobe. All Rights Reserved. Adobe Confidential. Ask WHY: what is your business goal?  Install AI Chat thing – it’s great!  We need Vendor X because…  We need vendor Y because I don’t want to use spreadsheets…  We need an automated prospecting email tool.  Connect LinkedIn Ads for me.  Upload these leads I got from some place.  Build a nurture program for me. 22  AI Chat will free up 2 hours per day for 20 reps to work on SQLs and generate more qualified MQLs by 20%  Scale events to enable additional registrants without manual work.  Nurturing our opted in pre-MQLs takes about 120 days for a 3% conversion, but 90% of those go to SQL.  User Stories: As a marketer, I want to know how many registrants I have for Event Z with one glance, not 3 places. ✔︎
  23. 23. © 2019 Adobe. All Rights Reserved. Adobe Confidential. Gather requirements: know what the team wants and needs 23 User Stories & Use CasesStakeholder Focus Groups The 5 Whys As a _______ I want to _______ for _______. As an event marketer I want to let customers sign up for 1:1 meetings at our booth that are automatically assigned to their Sales Rep without any manual work so I can do other things. 1. Bring together the USERS who will tell you use cases (and reality of daily use) 2. Bring together their managers who will tell you their goals. 3. Bring the executives so you can align on budget and strategy 1. Use the famous 5 whys until you truly understand the goal of the use case. 2. Use it to challenge people to explain why they really need something. They will actually go away!
  24. 24. © 2019 Adobe. All Rights Reserved. Adobe Confidential. Success of every tool is your responsibility 24 Why Failures Happen Why Success Happens • Business Process wasn’t defined first, so the implementation becomes messy and the vendor is blamed. • No buy in from users or executives so no one feels they have to use it. • Overpromised and underdelivered in time period. • Onboarding and training met too much resistance and people “blamed” the vendor instead. • No one to use or manage the tool • Business process before RFP • Ensure vendor is fully vetted. • Ensure migration plan is very detailed and you have the integration documentation. Drop any vendor who can’t show this to you before the contract. • Consider professional services to temporarily help. • Vendor Name Does Not Equal Process
  25. 25. © 2019 Adobe. All Rights Reserved. Adobe Confidential. How to conduct vendor research 25
  26. 26. © 2019 Adobe. All Rights Reserved. Adobe Confidential. What an RFP sheet might look like What we want Feature Vendor 1 Vendor 2 Save time on meeting setup Show rep’s calendar to the Lead x ✔︎ Click to Schedule Link to Rep’s calendar ✔︎ x Show calendar in an email Show calendar in an email ✔︎ ✔︎ Low cost per Lead Per lead pricing $50/meeting $500/mo no limit Take people out of online chat AI chat script x ✔︎ Route to correct sales rep Connect to SFDC Take down info to send to rep ✔︎ x Knows Lead Reps SFDC API or Package ✔︎ ✔︎ Push data to Marketo for deduping REST API ✔︎ ✔︎ 26
  27. 27. © 2019 Adobe. All Rights Reserved. Adobe Confidential. How to handle the conversation with salespeople 27 Control the Conversation Process • Control the conversation. This is about your needs, not their quota • Set expectations with your internal process, theirs, who needs to be involved to close. • Be careful of disappointment on either side. • Ask about their roadmap. Can this vendor grow with you? • Find references yourself. • Your growth in use of tool vs. their packages. • Favor responsiveness vs. Features or Price • Avoid pressure from other team members Sales found around you. • Decide when/whom to bring to first line demos. • Don’t promise a close in 30 days if you aren’t the contract signer. • Hold vendor accountable for clear explanation of all features. Don’t let them fudge it or say “we’re working on it for Q3” when you really want a feature now. • Pricing Model up front. Sales never likes to discuss this until the “Value” is clear. • You decide when to bring them in for the Big Demo to Executives.
  28. 28. © 2019 Adobe. All Rights Reserved. Adobe Confidential. Be a bureaucrat: Work your internal process 28 Business Case • Use Cases • Requirements • Initial ROI • Ownership • RACI RFP • Requirements vs. Reality • Vendor vetting • Sales process • Review against existing stack • Initial Migration Plan • Agreement with stakeholders Buy In • Signing authority • Executive Deck • Security Review • Legal Review • Negotiate • Procurement review • Final internal agreement • Signing
  29. 29. © 2019 Adobe. All Rights Reserved. Adobe Confidential. How to negotiate deals with martech vendors 29 Trial or Proof of Concept Budget vs. Pricing Model Leverage Points • Understand Your ROI • Understand how their pricing model affects you over time. • Leverage on Sales: • Timing • Multi year deals • Renewals • Leverage on You • Don’t cancel existing contracts before you sign! • Line up cancellations against migration plan • Incremental/EOY budget • Lock in Potential • Great with Startups • Great when migration stakes are large.
  30. 30. © 2019 Adobe. All Rights Reserved. Adobe Confidential. 30 Add, Subtract, Expand
  31. 31. © 2019 Adobe. All Rights Reserved. Adobe Confidential. 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% research and recommend new tools operate as an admin train and support marketing on use integrate tech with each other perform tech reviews identify and sunset unused/outdated tools perform data privacy reviews perform security reviews. What are the job responsibilities of marketing technology teams? 31 Source: n=371; Chiefmartec.com March 9, 2019 What we say we do the most What we say we do the least
  32. 32. © 2019 Adobe. All Rights Reserved. Adobe Confidential. 32 Why does this tool exist? Who uses it? What is its value?
  33. 33. © 2019 Adobe. All Rights Reserved. Adobe Confidential. How to add new tools 33 Integration Plan • Integration Points • How it integrates (API, native, etc) • Data it writes/reads • Workflow of data. • Steps planned out • Specifications doc • Switchover Testing • When possible, test. • Initial connections • Watch data carefully • Backup of data Go live • Team training • Full data live • When to switch off old tools
  34. 34. © 2019 Adobe. All Rights Reserved. Adobe Confidential. Adoption: more users means more success (or lock in) 34 Roll Out Plan • Which teams need this or can use it first? • Who should be next? • Identify power users and early adopters by Team • Be slow • Governance • Owner of Tool Training • Power Users • Weaker Users • Find and handle Resistors • Learn from training to iterate Iteration • Iterate process based on training feedback. • Onboarding of new staff.
  35. 35. © 2019 Adobe. All Rights Reserved. Adobe Confidential. When to upgrade or switch vendors 35 Timing and Use • Why do we need to upgrade or use this feature? • Are we growing out of this tool or level? • Is anyone using this? RFP Cycle • Do we need to change our process? • Start the RFP Cycle. Implement/Deprecate • POC • Testing • Launch • Sunset
  36. 36. © 2019 Adobe. All Rights Reserved. Adobe Confidential. Deprecation: how to remove tools 36 Pruning Process •Duplication of features •Vendor death •Automated a process •No one uses or cares •Budget changes Integration Points •Which other systems does this connect to? •Which data does this manage? •What might break if we turn it off? •Who owns this tool? Process Issues •What’s the contract? •What process does this affect? •RACI •Specifications for removal Deprecation Day •Do this earlier in the week so people can pitch in to fix issues •Pick a slow week or day •Have a training/roll out plan •Back up data •Redirect pages, etc •Monitor for several days
  37. 37. © 2019 Adobe. All Rights Reserved. Adobe Confidential. 37 Map Out What’s Really Happening Find Solutions, Not Vendors Manage the Stack
  38. 38. © 2019 Adobe. All Rights Reserved. Adobe Confidential. 38 Business Case: does this solve a real problem? ROI: Save time or Money? Scale: 3x or 10x something?
  39. 39. © 2019 Adobe. All Rights Reserved. Adobe Confidential. ADOBE SUMMIT | MARCH 26–28 LAS VEGAS

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