the truth about marketing automation: it's not automatic

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Molly Koernke, Director of Product Marketing, Upland Software@MollyKoernke

The Truth About Marketing Automation: It’s Not Automatic!

2

Sponsors

Diamond

In Kind

Gold

Platinum

Agenda• What’s Marketing

Automation?• The Modern

Marketer• Why Marketing

Automation?• Automation, Not

Automated• Drip Campaign

Example

@mollykoernke

The Biggest Lie

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“The first rule of any technology used in a business is that automation applied to an efficient operation will magnify the efficiency. The second is that automation applied to an inefficient operation will magnify the inefficiency.”

What is Marketing Automation?

Email Marketing

Campaign Managemen

t

Social Marketing

Lead Managemen

t

@mollykoernke

Modern Marketer

Source: SiriusDecisions “B-to-B Marketing Automation Study” (2014)

Adoption is Growing Rapidly

11X growth in Marketing Automation adoption from 2011-

2014

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Automation, Not Automated: 3 Key Insights

“Marketing automation needs constant care and awareness for it to work effectively. Too many companies skimp on these details and think they can let their automation do all the work—not exactly the best way of accomplishing your goals. It’s not meant as something you can set and forget.” - HubSpot

People Don’t Buy From Robots

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1

Robot Examples

Email #FAIL

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No option to opt-

out

Confusing Information

Email #FAIL

Personalization #FAIL

Behavior-based #FAIL

Be Helpful, Not Invasive

Social Media Automation #FAIL

Humanized Examples

Rue La La

Behavior-based

Humor & honest

personality

CEO Contact

Info

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Netflix

Data Without Insights Is Well … Just Data

Data Insights

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2

22 Confidential 04/15/2023

It’s hard to stand out in the digital world.

You’ve Got to Get Your Experimentation On!

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3

Marketing Automation Example

Drip Campaign:Named after drip irrigation which saves resources by allowing water and fertilizer to drip slowly to the roots of plants through a network of valves, pipes, tubing and emitters.

Simple Drip Campaign

• List of ~3,000 inactive leads

• 6 Emails• 9 Days

Between Drop Dates

• Gauge interest & engagement

Email 1

9 Days Later

Email 2

Email 3

9 Days Later

Email 4

9 Days Later

9 Days Later

Email 5

9 Days Later

Email 6

Email #1

Emailed directly from one of our sales reps

Clear Call To Action

Fun, NYE theme to coincide with send date

of Jan 12

Sent educational piece of content to establish

sales rep and the company as a trusted

and reputable resource

Results:

21% Open Rate

1.2% CTR

.9% Unsubscribe Rate

2 prospects seeking additional information from Sue

Key Learnings:

Strong subject line based on above average open rate

Worked to send email from Sue’s email address vs. generic marketing email

Lower than average CTR; tried different template on 2nd email +

added text on image to drive clicks

Subject: You’re only one click away …

If you’re not a passionate, obsessed person, you’re not going to win.

- Tim Armstrong

Molly Koernke, Director of Product Marketing, Upland Software@MollyKoernkemkoernke@uplandsoftware.com

The Truth About Marketing Automation: It’s Not Automatic!

Backup

79% of top-performing companies

have been using marketing automation for more than 2 years.

-Gleanster, Q3 2013 Marketing Automation Benchmark, Aug 2013

B2B marketers who implement marketing automation increase their sales-pipeline

contribution by 10%. 

-Forrester Research, The Forrester Wave: Lead-To-Revenue Management Platform Vendors, Q1 2014, Jan 2014

78% of successful marketers cite marketing automation systems as

most responsible for improving revenue

contribution. 

-The Lenskold and Pedowitz Groups, 2013 Lead-Generation Marketing Effectiveness

Study, Nov 2013

Companies using marketing automation see 53% higher

conversion rates (initial response-to-MQL) than non-

users, and an annualized revenue growth rate 3.1%

higher than non-users.

-Aberdeen Group, Marketing Lead Management Report, Jul 2012

WHY MARKETING AUTOMATIO

N?

@mollykoernke

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