dan hare - marketing automation

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Dan Hare B2B Marke)ng within Financial Services

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Dan Hare

B2B  Marke)ng  within  Financial  Services

GatorMail GatorLeads GatorSocial GatorDocs GatorEvents

GatorExpress GatorInsights GatorCRM GatorData GatorSurveys

Marketing Automation Platform

Customers

Automation beats determination

MessageMedium vs

Difficulty proving ROI

Lack of strategy

Lack of time

Lack of understanding

Lack of budget 13%

21%

23%

32%

50%

B2B Marketing Social Media Benchmarking Report 2014: Key Challenges

Data from:

Retweets

Likes

Shares

Email Social

Opens

Self-fulfilling industry metrics

UTM

IP

Cookie

Who

What

Where

Email

Search

Social

Your complete marketing audit trail

http://www.communigator.co.uk/?utm_source=demo&utm_medium=email&utm_campaign=webinar

http://www.communigator.co.uk/?utm_source=gatormail&utm_medium=email&utm_campaign=seminar

Lead Score

Lead Score

Lead Score

Suspect Engagement

Prospect Engagement

Lead Nurture

Sales Qualification

Mon Tue Wed Thur Fri

Newsletter

Newsletter

Newsletter

Newsletter

Mon Tue Wed Thur Fri

Social NewsletterSocial Social Social Social

Remarketing Remarketing Remarketing Remarketing Remarketing

Lead Nurture

Alerts Alerts Alerts Alerts AlertsSocial

IT Manager

Finance Director

Newsletters using Dynamic Content targeted by job role

What should we put in the next e-mail?

[email protected] NewsIf you cannot read this email, click here to view it in your browser.

Company NameLatest NewsIf you cannot read this email, click here to view it in your browser.

Daniel HareLatest NewsIf you cannot read this email, click here to view it in your browser.

From Address

Subject Line

Preview/Preheader

Two seconds...

[AccountManagerName]Your [VehicleMake] contractHi [Firstname], we wanted to let you know that your [VehicleMake] contract finishes on [ContractEndDate].

Company NameLatest NewsIf you cannot read this email, click here to view it in your browser.

Relevance

Aaron YatesYour BMW contractHi Lee, we wanted to let you know that your BMW contract finishes on 31st October.

Company NameLatest NewsIf you cannot read this email, click here to view it in your browser.

Relevance

Begin with the end in mind

What is your marketing objective?

Who is your target audience?

Behavioural Demographic CRM

Lead Score Location Date

Email Action Industry Purchases

Website Action Size Relationship

Event Booking Role Value

Survey Response Seniority Contact

For every action, there is an equal and opposite reaction

Remarketing Campaigns

What is the logical reaction to a specific online behaviour?

Remarketing Campaigns

Contact Lead Score below 30 points

Contact Lead Score above 29 points

Product Highlights Campaign

Personal Demo Offer Campaign

Contact visits key product page

B2B  Marke)ng  within  Financial  Services

Round Table Discussion:

What have they done?

What do you want them to do?

Subject

Content

Call to action

Contact Us

Shopping Basket

Case Study

Pricing Page

Whitepaper

Event Booking

Product Specification

Subject Line

Link A

Link B

Link C

Lead Nurture Group

Campaign with different topic

choices and links sent to Group

Click on links tracked

Groups built for clicks on each link

Emails based on content for each link

(A, B or C) sent in sequence

Contact fulfils objective (e.g Lead

Score)

Contact passed to sales for qualification

Google Analytics Universal Analytics

Multiple Devices Multiple Devices

Try the website tracking for free

Automation beats determination

Amy  Nicholson

B2B  Marke)ng  within  Financial  Services