attract and convert more top-of-funnel buyers

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© 2014 Marketo, Inc. Marketo Proprietary and Confidential Getting Found: How to Attract and Convert More Buyers at the Top of the Funnel Tushar Patel, Innotas Dave Lehman, Captora Mike Tomita, Marketo

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Find out how Innotas was able to leverage Captora to understand buyer needs, create campaigns at scale, convert them to leads at the top of the funnel, and then, with the power of Marketo, use that intelligence to turn those leads into customers.

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Page 1: Attract and Convert More Top-of-Funnel Buyers

© 2014 Marketo, Inc. Marketo Proprietary and Confidential

Getting Found: How to Attract and Convert More Buyers at the Top of the Funnel

Tushar Patel, InnotasDave Lehman, CaptoraMike Tomita, Marketo

Page 2: Attract and Convert More Top-of-Funnel Buyers

© 2014 Marketo, Inc. Marketo Proprietary and Confidential

Tushar PatelVP, MarketingInnotas@tushar_m_patel

Dave LehmanSVP of SalesCaptora@lem41

Mike TomitaSr. Marketing ManagerMarketo

Page 3: Attract and Convert More Top-of-Funnel Buyers

Page 3© 2014 Marketo, Inc. Marketo Proprietary and Confidential

Quick Housekeeping

• Chat box is available if you have any questions• There will be time for a Q&A at the end • We will be recording the webinar for future viewing• All attendees will receive a copy of the slides and the

recording of today’s webinar• Twitter hashtag: #LaunchPoint

Page 4: Attract and Convert More Top-of-Funnel Buyers

Page 4© 2014 Marketo, Inc. Marketo Proprietary and Confidential

The buying process has changed. No longer is sales the first contact a buyer has with your company.

Page 5: Attract and Convert More Top-of-Funnel Buyers

Page 5© 2014 Marketo, Inc. Marketo Proprietary and Confidential

And your buyers have changed. They live in a multi-device, multi-channel world.

Page 6: Attract and Convert More Top-of-Funnel Buyers

Page 6© 2014 Marketo, Inc. Marketo Proprietary and Confidential

The abundance of information is astounding. And buyers are doing their own research. So you have to be found

Page 7: Attract and Convert More Top-of-Funnel Buyers

Page 7© 2014 Marketo, Inc. Marketo Proprietary and Confidential

This makes the job of marketing more complex than ever.

Page 8: Attract and Convert More Top-of-Funnel Buyers

Page 8© 2014 Marketo, Inc. Marketo Proprietary and Confidential

Killer Problems Crushing Marketing ProductivityIn Today’s Content-Driven, Multi-Channel World 1) Not Data Driven: Too much guessing

and reacting to old data

2) Hard to be Found Online: Too much information causing attention scarcity online.

3) Slow to Identify/Create & Optimize Campaigns: Campaigns take time to launch.

4) Quality Reporting is Nearly Impossible: Limits confidence to invest more in marketing

Page 9: Attract and Convert More Top-of-Funnel Buyers

Page 9© 2014 Marketo, Inc. Marketo Proprietary and Confidential

Automation in the Bottom of the Funnel

LEADS

LEADS

Marketing Automation:Nurture Known Contacts

CRM:Track/Upsell Customers

Engage New Buyers

Page 10: Attract and Convert More Top-of-Funnel Buyers

Page 10© 2014 Marketo, Inc. Marketo Proprietary and Confidential

Point Solutions at the Top of the Funnel

LEADS

LEADSMarketing Automation:

Nurture Known Contacts

CRM:Track/Upsell Customers

Engage New Buyers

Page 11: Attract and Convert More Top-of-Funnel Buyers

Page 11© 2014 Marketo, Inc. Marketo Proprietary and Confidential

Manual Effort from Everyone

LEADS

LEADSMarketing Automation:

Nurture Known Contacts

Marketing Executive Content MarketingDemand Generation

CRM:Track/Upsell Customers

Engage New Buyers

Agencies Partners

Page 12: Attract and Convert More Top-of-Funnel Buyers

Page 12© 2014 Marketo, Inc. Marketo Proprietary and Confidential

The Team Needs a Platform

SeeBuyer Behavior &

Competitive Intelligence

WinReport Successes Across

Channels & Content

DoLaunching More Context-

Specific Campaigns

Marketing Executive Content MarketingDemand Generation

Agencies Partners

Page 13: Attract and Convert More Top-of-Funnel Buyers

Page 13© 2014 Marketo, Inc. Marketo Proprietary and Confidential

New Digital Marketing Stack

SeeAutomated Buyer &

Competitive Intelligence

DoAutomate Launching Context-

Specific Campaigns

WinReport Successes Across

Channels & Content

LEADS

LEADS

CRM:Track/Upsell Customers

Digital Context Marketing:Engage New Buyers

Marketing Automation:Nurture Known Contacts

Increase Marketing Productivity

Page 14: Attract and Convert More Top-of-Funnel Buyers

Page 14© 2014 Marketo, Inc. Marketo Proprietary and Confidential

Agenda

• Innotas Overview• The Marketing Opportunity• Innotas Approach & Constraints• Solution Alternatives• Captora• Integration: Captora + Marketo + SFDC• Results (thus far)

Page 15: Attract and Convert More Top-of-Funnel Buyers

Page 15© 2014 Marketo, Inc. Marketo Proprietary and Confidential

Cloud Portfolio Management For Visibility & Alignment

Project Portfolio Management (PPM)Application Portfolio Management (APM)Agile Portfolio Management Resource ManagementPredictive Portfolio Analysis

Innotas Overview

“Leader” in Cloud PPM –Three Years Running

“Leader” “Winner” in Project Management Software

“Top 10” - Three Years Running

400+ Customers – Healthcare, Education, Technology, Retail, Government, and Financial Services

Page 16: Attract and Convert More Top-of-Funnel Buyers

Page 16© 2014 Marketo, Inc. Marketo Proprietary and Confidential

The Opportunity: Expanding Reach

Be inline with modern demand signals of prospects

Market forces that are impacting how prospects are finding solutions

Market and customer evolution in IT Management – buying process and personas has changed

Solve a broad set of problems – adjacent opportunities

Page 17: Attract and Convert More Top-of-Funnel Buyers

Page 17© 2014 Marketo, Inc. Marketo Proprietary and Confidential

Innotas’ Approach & Constraints

Boost Organic and Paid Search

Results

Real-Time Competitiv

e Intelligenc

e

Real-Time Buyer

Intelligence

Limited Budget Lean Team

Page 18: Attract and Convert More Top-of-Funnel Buyers

Page 18© 2014 Marketo, Inc. Marketo Proprietary and Confidential

Solution Options

SolutionBoost

Organic & Paid Results

Buyer Intelligence

Competitive

IntelligenceScalable

Increase Paid & Syndication Spend

++ +

Upgrade Website ++ ++ ++

Captora +++ +++ ++ +++

Page 19: Attract and Convert More Top-of-Funnel Buyers

Page 19© 2014 Marketo, Inc. Marketo Proprietary and Confidential

Solution Options

SolutionBoost

Organic & Paid Results

Buyer Intelligence

Competitive

IntelligenceScalable

Increase Paid & Syndication Spend

++ +

Upgrade Website ++ ++ ++

Captora +++ +++ ++ +++

Page 20: Attract and Convert More Top-of-Funnel Buyers

Page 20© 2014 Marketo, Inc. Marketo Proprietary and Confidential

Captora: Real-Time Buyer Intelligence

Demand Signal Family

Relative Positioning Competitor Positioning

Page 21: Attract and Convert More Top-of-Funnel Buyers

Page 21© 2014 Marketo, Inc. Marketo Proprietary and Confidential

Captora: Real-Time Buyer Intelligence

Specific Demand Signal Relative Positioning for Demand Signal

Page 22: Attract and Convert More Top-of-Funnel Buyers

Page 22© 2014 Marketo, Inc. Marketo Proprietary and Confidential

Captora: Real-Time Competitive Intelligence

Real-Time Competitive Insights

Content-Level Insights

Page 23: Attract and Convert More Top-of-Funnel Buyers

Page 23© 2014 Marketo, Inc. Marketo Proprietary and Confidential

Captora: Create Targeted Campaigns

Simple One-ClickCampaign Kick-Off

Targeted Campaign

Targeted CTA / Asset

Page 24: Attract and Convert More Top-of-Funnel Buyers

Page 24© 2014 Marketo, Inc. Marketo Proprietary and Confidential

Captora + Marketo + Salesforce Integration

Targeted CampaignsSpecific CTA

Customized TemplatesCustom Fields / Data

Capture LeadBuyer / Persona Data

Nurture

Campaign ProgramsSales Follow UpTracking & ROI

Page 25: Attract and Convert More Top-of-Funnel Buyers

Page 25© 2014 Marketo, Inc. Marketo Proprietary and Confidential

Results

Dedicated Success Team @ Captora for Marketing Strategy

Launched 200+ Campaigns

Trending Topics and Content Types

Insights Into Where Competitors Are Focused

Improved Visibility On Relative Positioning

Page 26: Attract and Convert More Top-of-Funnel Buyers

Page 26© 2014 Marketo, Inc. Marketo Proprietary and Confidential

Q&A

Page 27: Attract and Convert More Top-of-Funnel Buyers

Page 27© 2014 Marketo, Inc. Marketo Proprietary and Confidential

Tushar Patel@tushar_m_patel  

Dave Lehman@lem41

Mike Tomita@

Your Speakers

Page 28: Attract and Convert More Top-of-Funnel Buyers

Page 28© 2014 Marketo, Inc. Marketo Proprietary and Confidential

LaunchPoint

Launchpoint.marketo.com

Page 29: Attract and Convert More Top-of-Funnel Buyers

© 2014 Marketo, Inc. Marketo Proprietary and Confidential

Thank you!