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1 More data on this topic available from:: How to Create Lead Management Systems, Nurturing Tactics and Closed Loop Measurement From the Ground Up Bill Rozier, VP Global Marketing Ciena Corporation Tuesday, October 30, 2007 More data on this topic available from:: 2 © 2007 MarketingSherpa Inc. This presentation is not for distribution. Thank you. “This is Our Story”

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Page 1: How to Create Lead Management Systems, Nurturing Tactics ...€¦ · Lead Management Systems, Nurturing Tactics and ... From the Ground Up Bill Rozier, VP Global Marketing Ciena Corporation

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How to CreateLead Management Systems,Nurturing Tactics andClosed Loop MeasurementFrom the Ground Up

Bill Rozier, VP Global MarketingCiena CorporationTuesday, October 30, 2007

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2© 2007 MarketingSherpa Inc. This presentation is not for distribution. Thank you.

“This is Our Story”

Page 2: How to Create Lead Management Systems, Nurturing Tactics ...€¦ · Lead Management Systems, Nurturing Tactics and ... From the Ground Up Bill Rozier, VP Global Marketing Ciena Corporation

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HowDemand GenerationCreated a Culture

of Marketing Leadershipat Ciena

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Along the Way…

Most Read Marketing Report How Cultivation Produced $10 Million Lead Marketing’s Quarterly Executive Report Card

Page 3: How to Create Lead Management Systems, Nurturing Tactics ...€¦ · Lead Management Systems, Nurturing Tactics and ... From the Ground Up Bill Rozier, VP Global Marketing Ciena Corporation

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Reality of the Focus…

$120 Million Marketing Funnel

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Ciena Marketing at a Glance

35+ Ciena MarketingGlobal Programs, Events, Digital Properties,Strategic Messaging, Design, ProductMarketing, Segment Marketing, CompetitiveMarketing, Strategic Planning, Executive DemoLabs, Channel and Partner Marketing

Page 4: How to Create Lead Management Systems, Nurturing Tactics ...€¦ · Lead Management Systems, Nurturing Tactics and ... From the Ground Up Bill Rozier, VP Global Marketing Ciena Corporation

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Grid tv

Ciena Builds the Worlds Great Networks

DataVoice VideoMobility

Storage

Global networkas the common delivery vehicle

for all services

!BC/DR

Compliance

VOIP

Our approach

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The Company We Keep

Two-thirds of the world’slargest service providersrely on Ciena

A leading supplierof optical Ethernetto cable/MSOs

Chosen for mission-criticalnetworks for Global 2000enterprises in retail,healthcare, financial,transportation and otherindustries

World’s largest governmentnetwork and numerousR&E networks

World-class, globalpartners

Our companyWe are experienced

Page 5: How to Create Lead Management Systems, Nurturing Tactics ...€¦ · Lead Management Systems, Nurturing Tactics and ... From the Ground Up Bill Rozier, VP Global Marketing Ciena Corporation

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And the Story Begins…

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Ciena Marketing Before 2004

Tradeshowand

Press ReleaseDepartment

Page 6: How to Create Lead Management Systems, Nurturing Tactics ...€¦ · Lead Management Systems, Nurturing Tactics and ... From the Ground Up Bill Rozier, VP Global Marketing Ciena Corporation

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Ciena Marketing in 2004

Not Good

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Ciena Marketing in 2004

Low Morale Low Credibility Low Impact on Business

Page 7: How to Create Lead Management Systems, Nurturing Tactics ...€¦ · Lead Management Systems, Nurturing Tactics and ... From the Ground Up Bill Rozier, VP Global Marketing Ciena Corporation

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The Big IdeaMarketing's Rebirth at Ciena…

Change The Vocabulary

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The Big IdeaMarketing's Rebirth at Ciena…

Eliminate Subjective Termsand

Champion Numerical Equivalents

Page 8: How to Create Lead Management Systems, Nurturing Tactics ...€¦ · Lead Management Systems, Nurturing Tactics and ... From the Ground Up Bill Rozier, VP Global Marketing Ciena Corporation

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Ciena’s Marketing DNAFor the Big Idea…

Web First Marketing Team Leads for Life Be Relevant

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Let’s Talk About…

Web First Marketing

Page 9: How to Create Lead Management Systems, Nurturing Tactics ...€¦ · Lead Management Systems, Nurturing Tactics and ... From the Ground Up Bill Rozier, VP Global Marketing Ciena Corporation

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Ciena’sMost Read

Marketing Report

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First, Active Visitors and Named Accounts

Page 10: How to Create Lead Management Systems, Nurturing Tactics ...€¦ · Lead Management Systems, Nurturing Tactics and ... From the Ground Up Bill Rozier, VP Global Marketing Ciena Corporation

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Next, What Pages are Named AccountsLooking At…

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What Products are Named AccountsLooking At…

Page 11: How to Create Lead Management Systems, Nurturing Tactics ...€¦ · Lead Management Systems, Nurturing Tactics and ... From the Ground Up Bill Rozier, VP Global Marketing Ciena Corporation

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What are Competitors Looking At…

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Let’s Talk About…

Leads for Life

Page 12: How to Create Lead Management Systems, Nurturing Tactics ...€¦ · Lead Management Systems, Nurturing Tactics and ... From the Ground Up Bill Rozier, VP Global Marketing Ciena Corporation

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Leads for Life…

Cultivation is King

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Cultivation is King…

To be Relevantis to be

Rewarded

Page 13: How to Create Lead Management Systems, Nurturing Tactics ...€¦ · Lead Management Systems, Nurturing Tactics and ... From the Ground Up Bill Rozier, VP Global Marketing Ciena Corporation

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Developed:21 emails3 landing pagesSent total of 92,639emails

FlexSelect Ethernet Cultivation

Acti

va

te M

arc

h 6

, 20

07

7. Learn More

Email Offer :

-Vision Paper

-Business Case

8. You’ve Heard , Read and now See it !

Email Offer :

Kaon Self -Driving product Demo (will be

replaced by Breeze until available )

Submit

form

Submit

form

1. Landing Pg

Survey E

Industry ?*

Job Function ?

Yes

No

YesAbandoners :

Clicked Thru , Did

NOT submit

9. Thank You for Interest

Email Offer :

Link to Kaon Demo

6e. Thank You for

Your Interest

Email Offer : Link to

download papers

2. Landing Pg

Survey D

-What part of the

network are you

most likely to

deploy ethernet?*

(many of many )

-Budget?* Y/N

Group B : Got Ethernet papers

Includes leads from BnJ Micro -site .

Excludes leads from Breeze downloads until

offer is Kaon Demo .

Group A : No Ethernet papers

Includes leads from breeze downloads on

ciena .com & leads from events

Touch 3 – 4 days laterTouch 2 – 2 days

10. Your interested in

access

Include

- Network Diagram

- Library of specific content

Touch 4 – 3 days later

TeleMktg

Touch 5

14. Not interested in

the papers .

View Data Sheets /

Resources

Include papers offer

3 days later

15. Not interested in

demo

Download data

sheets

Include Kaon offer

3 days later

FSE Library

ciena.com

page

Lists all content

grouped by part

of network :

Access

Metro

Service Edge

Core

16. Didn’t Submit the

form.

Submit form and we’ll

give you a USB Drive

8a. You’ve Heard ,

Read and now

See it !

Reminder

Email Offer :

Kaon Demo -

Ciena City

No click -thru

Same day

7a. Learn More

Reminder

Email Offer :

-Vision Paper

-Business Case

Reminder :

Non-opens

after 7 days

Reminder :

Non-opens

after 7 days

All leads who submitted

Landing Page 2 will route to

TeleMktg

C1V07

C1V07

C1V07

C1V07

C1V07

C1W07

C1W07

C1W07

C1W07

C1W07C1W07

C1X07

C1X07

Campaign 5

Campaign 4

Weekly List sent to

Daniela for

Fulfillment

FlexSelect Ethernet Launch Announcement (existing Ciena contacts in DB )

Up

on

Im

po

rt i

nto

Vtr

en

z –

targ

eti

ng

March

20

Even

t D

ate

Ma

rch

7

(Lig

ht

Re

ad

ing

)

La

un

ch

Feb

26

(Vtr

en

z)

1. Announcing FSE Email

Register for LightReading

March 7 webinar

Attendees in Bose headset

drawing

2. Announcing FSE Email

View Telecom TV Video on

ciena .com (no survey

submission ) – create microsite

Audience : NA/CALA /APAC Audience : EMEA

Attended

LightReading

webinar

Registered

with Light

Reading

4. Thank You

Offer : Vision Paper &

Business Case Paper

5. Sorry , We Missed You

Offer : Vision Paper &

Business Case Paper

Yes No

1. Landing pg

Survey B

-Industry ?*

-Job Function ?

Add to Group B :

Got Ethernet papers

3. View Replay of Webinar

Offer : Link to archived

Webinar on LightReading site

Non-Responders

Those that clicked on link to

view video / linked to micro -site

Send email 3

6 Thank You for

Your Interest

Email offer : Link to

download papers

Touch 1 Touch 1

Touch 2 Touch 2 Touch 2

1a. Still Time to Register

Register for LightReading

March 7 webinar

Attendees in Bose headset

drawing

Group : Non -opens

Launch March 6 – 1 day

before event

3a. Don’t Miss

out!

Offer : Link to

archived Webinar

on LightReading

site

Reminder :

Non -opens

after 7 days

Reminder :

Non -opens

after 7 days

4a. Don’t

Miss out !

Offer: Vision

Paper &

Business

Case Paper

Reminder :

Non-opens

after 7 days

4a. Don’t

Miss out !

Offer : Vision

Paper &

Business

Case Paper

Yes

Yes Yes

Yes

No

No

No

C1S07 C1S07

C1S07

C1U07

C1U07

C1T 07

C1T07

C1T 07

C1T07 C1T 07

Campaign 1 Campaign 2

Campaign 3

Add to Group A :

No Ethernet papers

Registered for

LightReading

webinar

Replay

Auto Cultivation Flow Chart

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26© 2007 MarketingSherpa Inc. This presentation is not for distribution. Thank you.

Best Email Ah-ha!Audience: Leads who didnot respond to whitepapers offer email and thereminder.Offer: Ethernet white papersSubject Line: Don't Miss Outon High-PerformanceEthernet48.3% Open rate35.7% Click Through rate

Industry Averages:Open rate - 30-39%Click Through rate - 3-5%

Last Chance Email

Page 14: How to Create Lead Management Systems, Nurturing Tactics ...€¦ · Lead Management Systems, Nurturing Tactics and ... From the Ground Up Bill Rozier, VP Global Marketing Ciena Corporation

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Email Performance vs Industry Averages

11%

16%

34%

50%

3-5%

0%

10%

20%

30%

40%

50%

60%

Click Through Rates

O/B Offers

Reminders

Follow-Up

Last Chance

Industry

Excellent CTR across all email types. Extraordinary CTR as we cultivate!

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28© 2007 MarketingSherpa Inc. This presentation is not for distribution. Thank you.

CultivationActivities

55.2%37.7%77Email 18 - Vision Paper Offer

37.5%36.9%65Email 17 - Bus Case Offer

75.0%42.1%19Email 16 - Abandoned Survey

to comeEmail 15 - Not Interested in Demo

35.7%48.2829Email 14 - Not Interested in Papers

73.7%59.3832Email 10 - Interested in FSE

29.4%50.0%34Email 9 - Demo Thank You

29.0%11.2%278Email 8a - Demo Offer Reminder

30.3%32.5%468Email 8 - Demo Offer

42.3%15.5%502Email 7a - Papers Offer Reminder

27.1%36.6%1,087Email 7 - Papers Offer (new leads)

41.5%45.6%180Email 6 - Papers Thank You's

40.6%31.4%102Email 4a - Missed You Reminder

25.9%57.5%235Email 5 - Missed You at LR Webinar

42.1%27.9%68Email 4a - Thank You Reminder

21.8%53.8%145Email 4 - Thank You attending LRwebinar

13.3%6.0%18,285Email 3a - Papers Offer Reminder

6.8%18.9%23,193Email 3 - Papers Offer (nonrespondersof 1, 2)

28.6%20.7%5,141Email 2 - EMEA Announcement

14.2%5.5%19,191Email 1a - NA Reminder

9.3%17.9%23,508Email 1 - NA Announcement

CTROpen RateSendsEmail

Developed:21 emails3 landing pagesSent total of92,639 emails

Page 15: How to Create Lead Management Systems, Nurturing Tactics ...€¦ · Lead Management Systems, Nurturing Tactics and ... From the Ground Up Bill Rozier, VP Global Marketing Ciena Corporation

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Cultivation Only CreatesHappy Accidents…

A $10 Million Lead

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Lastly…

We Measure Everythingand

Report on Very Little

Page 16: How to Create Lead Management Systems, Nurturing Tactics ...€¦ · Lead Management Systems, Nurturing Tactics and ... From the Ground Up Bill Rozier, VP Global Marketing Ciena Corporation

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Quarterly Marketing Report Card forExecutives Opportunities in the Field Opportunities in Segments Records Received Not a Lead YTD Funnel Closed Business Regions for Active Opportunities Products in Active Opportunities

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Reasons to Believe…

One Marketing SVP on the Executive Committee Two Global Marketing VP’s 20+ Percent Headcount Growth Since 2004 Never Been Turned Down for a Technology

Investment Key Note Speeches in Annual Sales Conferences All of our Global Marketing Team are

Integrated in Global, Regional and Major AccountSales Teams

Page 17: How to Create Lead Management Systems, Nurturing Tactics ...€¦ · Lead Management Systems, Nurturing Tactics and ... From the Ground Up Bill Rozier, VP Global Marketing Ciena Corporation

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Under the Hood…

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Tour of Talent…

Page 18: How to Create Lead Management Systems, Nurturing Tactics ...€¦ · Lead Management Systems, Nurturing Tactics and ... From the Ground Up Bill Rozier, VP Global Marketing Ciena Corporation

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Credits/Thank You

Bill [email protected]