#flipmyfunnel boston 2016 - trish bertuzzi - methods, models, and metrics of account-based revenue

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Account Based Revenue Trish Bertuzzi President & Chief Strategist

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Page 1: #FlipMyFunnel Boston 2016 - Trish Bertuzzi - Methods, Models, and Metrics of Account-Based Revenue

Account Based Revenue™

Trish BertuzziPresident & Chief Strategist

Page 2: #FlipMyFunnel Boston 2016 - Trish Bertuzzi - Methods, Models, and Metrics of Account-Based Revenue

“account based marketing”

January 2013 –July 2016

Page 3: #FlipMyFunnel Boston 2016 - Trish Bertuzzi - Methods, Models, and Metrics of Account-Based Revenue

“account based marketing”

vs.“Pokémon Go”

January 2016 –July 2016

Page 4: #FlipMyFunnel Boston 2016 - Trish Bertuzzi - Methods, Models, and Metrics of Account-Based Revenue
Page 5: #FlipMyFunnel Boston 2016 - Trish Bertuzzi - Methods, Models, and Metrics of Account-Based Revenue

Account-based what?

Page 6: #FlipMyFunnel Boston 2016 - Trish Bertuzzi - Methods, Models, and Metrics of Account-Based Revenue
Page 7: #FlipMyFunnel Boston 2016 - Trish Bertuzzi - Methods, Models, and Metrics of Account-Based Revenue

Learning #1-Math matters

Page 8: #FlipMyFunnel Boston 2016 - Trish Bertuzzi - Methods, Models, and Metrics of Account-Based Revenue

Strategic Target

Enterprise Mid-Market

SMB

Page 9: #FlipMyFunnel Boston 2016 - Trish Bertuzzi - Methods, Models, and Metrics of Account-Based Revenue

Strategic 100 Target 1,000

Enterprise 10,000 Mid-Market 100,000

SMB 1,000,000s

Page 10: #FlipMyFunnel Boston 2016 - Trish Bertuzzi - Methods, Models, and Metrics of Account-Based Revenue

SPEND COORDINATION DEAL SIZE

Strategic

Target

Enterprise

Mid-Market 1x 1x 1x

Page 11: #FlipMyFunnel Boston 2016 - Trish Bertuzzi - Methods, Models, and Metrics of Account-Based Revenue

SPEND COORDINATION DEAL SIZE

Strategic

Target

Enterprise 3x 2x 3x

Mid-Market 1x 1x 1x

Page 12: #FlipMyFunnel Boston 2016 - Trish Bertuzzi - Methods, Models, and Metrics of Account-Based Revenue

SPEND COORDINATION DEAL SIZE

Strategic

Target 8x 5x 10x

Enterprise 3x 2x 3x

Mid-Market 1x 1x 1x

Page 13: #FlipMyFunnel Boston 2016 - Trish Bertuzzi - Methods, Models, and Metrics of Account-Based Revenue

SPEND COORDINATION DEAL SIZE

Strategic 13x 10x 25x

Target 8x 5x 10x

Enterprise 3x 2x 3x

Mid-Market 1x 1x 1x

Page 14: #FlipMyFunnel Boston 2016 - Trish Bertuzzi - Methods, Models, and Metrics of Account-Based Revenue

S T E M

Page 15: #FlipMyFunnel Boston 2016 - Trish Bertuzzi - Methods, Models, and Metrics of Account-Based Revenue

SPEND COORDINATION DEAL SIZE

Strategic 13x 10x 25x

Target 8x 5x 10x

Enterprise 3x 2x 3x

Mid-Market 1x 1x 1x

Page 16: #FlipMyFunnel Boston 2016 - Trish Bertuzzi - Methods, Models, and Metrics of Account-Based Revenue

Learning #2-Commitment matters

Page 17: #FlipMyFunnel Boston 2016 - Trish Bertuzzi - Methods, Models, and Metrics of Account-Based Revenue

A checklist for …? Marketing / Sales Development / Sales aligned

Prospecting multiple people per account

Tailored, research messaging (no pushing product)

Highly personalized outreach

Delivering industry + role insights

Page 18: #FlipMyFunnel Boston 2016 - Trish Bertuzzi - Methods, Models, and Metrics of Account-Based Revenue

Account-Based

Account-Centric

Strategic 100 Target 1,000

Enterprise 10,000 Mid-Market 100,000

SMB 1,000,000s

Page 19: #FlipMyFunnel Boston 2016 - Trish Bertuzzi - Methods, Models, and Metrics of Account-Based Revenue

SPEND COORDINATION DEAL SIZE

Strategic 13x 10x 25x

Target 8x 5x 10x

Enterprise 3x 2x 3x

Mid-Market 1x 1x 1x

Page 20: #FlipMyFunnel Boston 2016 - Trish Bertuzzi - Methods, Models, and Metrics of Account-Based Revenue

Strategic Target

Enterprise Mid-Market

SMB SMB & MM

COMMITMENT

Page 21: #FlipMyFunnel Boston 2016 - Trish Bertuzzi - Methods, Models, and Metrics of Account-Based Revenue

STRATEGIC A process so amazing (with thinking so good), it feels like you’re an extension of their team

TARGET One of the best executed marketing and sales processes they have ever seen

ENTERPRISE A strong process (great content, deep insight, high personalization, low friction)

MID-MARKET 5x better than “talk to you about your strategy for [BLANK]” and “a quick 10 minute chat”

Page 22: #FlipMyFunnel Boston 2016 - Trish Bertuzzi - Methods, Models, and Metrics of Account-Based Revenue

STRATEGIC A process so amazing (with thinking so good), it feels like you’re an extension of their team

TARGET One of the best executed marketing and sales processes they have ever seen

ENTERPRISE A powerful and persuasive process (great content, deep insight, high personalization, low friction)

MID-MARKET 5x better than “talk to you about your strategy for [BLANK]” and “a quick 10 minute chat”

Page 23: #FlipMyFunnel Boston 2016 - Trish Bertuzzi - Methods, Models, and Metrics of Account-Based Revenue

STRATEGIC A process so amazing (with thinking so good), it feels like you’re an extension of their team

TARGET One of the best executed marketing and sales processes they have ever seen

ENTERPRISE A strong process (great content, deep insight, high personalization, low friction)

MID-MARKET 5x better than “talk to you about your strategy for [BLANK]” and “a quick 10 minute chat”

Page 24: #FlipMyFunnel Boston 2016 - Trish Bertuzzi - Methods, Models, and Metrics of Account-Based Revenue

STRATEGIC A process so amazing (with thinking so good), it feels like you’re an extension of their team

TARGET One of the best executed marketing and sales processes they have ever seen

ENTERPRISE A strong process (great content, deep insight, high personalization, low friction)

MID-MARKET 5x better than “talk to you about your strategy for [BLANK]” and “a quick 10 minute chat”

Page 25: #FlipMyFunnel Boston 2016 - Trish Bertuzzi - Methods, Models, and Metrics of Account-Based Revenue

The commitment isn’t linear

Page 26: #FlipMyFunnel Boston 2016 - Trish Bertuzzi - Methods, Models, and Metrics of Account-Based Revenue

TIER PROCESS PLAYERS COMMITMENT

S: Strategic Nobel Prize CEO+BoD Orchestration

T: Target PhD Account Team Coordination

E: Enterprise Masters Enterprise Troika Actual alignment

M: Mid-Market Bachelors Troika Align-meh

Page 27: #FlipMyFunnel Boston 2016 - Trish Bertuzzi - Methods, Models, and Metrics of Account-Based Revenue

Learning #3-Plays matter

Page 28: #FlipMyFunnel Boston 2016 - Trish Bertuzzi - Methods, Models, and Metrics of Account-Based Revenue

You can’t spam your way into Strategic Accounts

• Email templates

• Simply calling multiple peoplewith same message

• Same old voicemail, email, social

• One and done demos

SMB & MMPLAYS

Page 29: #FlipMyFunnel Boston 2016 - Trish Bertuzzi - Methods, Models, and Metrics of Account-Based Revenue
Page 30: #FlipMyFunnel Boston 2016 - Trish Bertuzzi - Methods, Models, and Metrics of Account-Based Revenue

STRATEGIC Talent management threats & opportunities (notes from your recent 10-Q)

TARGET Winning the war for tech talent in the entertainment industry

ENTERPRISE How enterprise companies leverage their brand to hire A-players

MID-MARKET A better way to hire A-players

Page 31: #FlipMyFunnel Boston 2016 - Trish Bertuzzi - Methods, Models, and Metrics of Account-Based Revenue

STRATEGIC Talent management threats & opportunities (notes from your recent 10-Q)

TARGET Winning the war for tech talent in the entertainment industry

ENTERPRISE How enterprise companies leverage their brand to hire A-players

MID-MARKET A better way to hire A-players

Page 32: #FlipMyFunnel Boston 2016 - Trish Bertuzzi - Methods, Models, and Metrics of Account-Based Revenue

STRATEGIC Talent management threats & opportunities (notes from your recent 10-Q)

TARGET Winning the war for tech talent in the entertainment industry

ENTERPRISE How enterprise companies leverage their brand to hire A-players

MID-MARKET A better way to hire A-players

Page 33: #FlipMyFunnel Boston 2016 - Trish Bertuzzi - Methods, Models, and Metrics of Account-Based Revenue

STRATEGIC Talent management threats & opportunities (notes from your recent 10-Q)

TARGET Winning the war for tech talent in the entertainment industry

ENTERPRISE How enterprise companies leverage their brand to hire A-players

MID-MARKET A better way to hire A-players

Page 34: #FlipMyFunnel Boston 2016 - Trish Bertuzzi - Methods, Models, and Metrics of Account-Based Revenue

TIER COMMITTMENT PLAYS SPECIFICITY

S: Strategic CEO+BoD Bespoke You!

T: Target Executive-driven 1 : few Your peers

E: Enterprise Actual alignment 1 : many Your vertical

M: Mid-Market Align-meh 1: masses Your role

Page 35: #FlipMyFunnel Boston 2016 - Trish Bertuzzi - Methods, Models, and Metrics of Account-Based Revenue

The mix needs to change

COST

COMPLEXITY

EmailPPCAds

DirectMail

LiveEvents

Exec Briefings

PersonalVideo

SDR outreach

ABAds

Page 36: #FlipMyFunnel Boston 2016 - Trish Bertuzzi - Methods, Models, and Metrics of Account-Based Revenue

Learning #4-Metrics matter

Page 37: #FlipMyFunnel Boston 2016 - Trish Bertuzzi - Methods, Models, and Metrics of Account-Based Revenue

The old KPIs are DOA

• Email open rate

• Ad CTRs

• Accounts that have downloaded a content piece

• Demos booked

• # of MQLs generatedSMB & MMMETRICS

Page 38: #FlipMyFunnel Boston 2016 - Trish Bertuzzi - Methods, Models, and Metrics of Account-Based Revenue

Account-based metrics are required

SMB Metrics ABR Metrics

COVERAGE Buyer identifiedMeetings / demo(s) bookedSpoke with DMChampion sentiment

Key players ID’d / reached“Up the food chain” meetingsExec Briefing deliveredAxis, Allies, Neutrals

ENGAGEMENT TrafficMQLs# of downloadsViews

Traffic from STEM accountsMQAsContent resonanceC-Suite name recognition

IMPACT Pipeline sourcedLTV# of new logos

Pipeline influencedARPA growthARR per logo

Page 39: #FlipMyFunnel Boston 2016 - Trish Bertuzzi - Methods, Models, and Metrics of Account-Based Revenue

SMB Metrics ABR Metrics

COVERAGE Buyer identifiedMeetings / demo(s) bookedSpoke with DMChampion sentiment

Key players ID’d / reached“Up the food chain” meetingsExec Briefing deliveredAxis, Allies, Neutrals

ENGAGEMENT TrafficMQLs# of downloadsViews

Traffic from STEM accountsMQAsContent resonanceC-Suite name recognition

IMPACT Pipeline sourcedLTV# of new logos

Pipeline influencedARPA growthARR per logo

Page 40: #FlipMyFunnel Boston 2016 - Trish Bertuzzi - Methods, Models, and Metrics of Account-Based Revenue

Putting it all together

Page 41: #FlipMyFunnel Boston 2016 - Trish Bertuzzi - Methods, Models, and Metrics of Account-Based Revenue
Page 42: #FlipMyFunnel Boston 2016 - Trish Bertuzzi - Methods, Models, and Metrics of Account-Based Revenue

Leverage Strengths; ID Weaknesses

Page 43: #FlipMyFunnel Boston 2016 - Trish Bertuzzi - Methods, Models, and Metrics of Account-Based Revenue

Q&A

[email protected]