summit 2013 - jon miller presentation

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Page 1 © 2013 Marketo, Inc. #mus13 Definitive Guide to Marketing Automation Jon Miller VP Marketing, Marketo @jonmiller Mary Bermel VP Demand Generation, CA Technologies

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Page 1: Summit 2013 - Jon Miller Presentation

Page 1 © 2013 Marketo, Inc. #mus13

Definitive Guide to Marketing

Automation

Jon Miller VP Marketing, Marketo @jonmiller

Mary Bermel VP Demand Generation, CA Technologies

Page 2: Summit 2013 - Jon Miller Presentation

Page 2 © 2013 Marketo, Inc. #mus13

You have the ability to send marketing emails.

Page 3: Summit 2013 - Jon Miller Presentation

Page 3 © 2013 Marketo, Inc. #mus13

You can easily create new landing pages for each campaign.

Page 4: Summit 2013 - Jon Miller Presentation

Page 4 © 2013 Marketo, Inc. #mus13

You can set up the emails for a webinar up-front and let it run ‘lights-out’.

Page 5: Summit 2013 - Jon Miller Presentation

Page 5 © 2013 Marketo, Inc. #mus13

Prioritize a list of potential customers based on fit and likelihood to buy.

Page 6: Summit 2013 - Jon Miller Presentation

Page 6 © 2013 Marketo, Inc. #mus13

You can measure the pipeline contribution of each marketing program.

Page 7: Summit 2013 - Jon Miller Presentation

Page 7 © 2013 Marketo, Inc. #mus13

If your hand is still up, grab a cup of coffee…

…everyone else, keep listening

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Page 8 © 2013 Marketo, Inc. #mus13

The Definitive Guide to Marketing

Automation, Featuring CA Technologies

• What is Marketing Automation?

• The Difference Between Email Marketing and Marketing Automation

• Business Case for Marketing Automation

• How to evaluate and drive success with marketing automation

Page 9: Summit 2013 - Jon Miller Presentation

Page 9 © 2013 Marketo, Inc. #mus13

Page 10: Summit 2013 - Jon Miller Presentation

Page 10 © 2013 Marketo, Inc. #mus13

Marketing automation is a

• Technology that streamlines and automates marketing tasks

• so companies can • increase operational

efficiency and

• grow revenue faster

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Page 11 © 2013 Marketo, Inc. #mus13

What Is “Automation”? Send Event Invitation

Wait 3 Days

If Not Registered, Send

Reminder

Wait Until 1 Day After Event

Send Different Follow-Up to Attendees vs.

Non-Attendees

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Page 12 © 2013 Marketo, Inc. #mus13

Page 13: Summit 2013 - Jon Miller Presentation

Page 13 © 2013 Marketo, Inc. #mus13

Section a little long

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Email Marketing

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Page 15 © 2013 Marketo, Inc. #mus13

Landing Pages & Forms

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Page 16 © 2013 Marketo, Inc. #mus13

Behavior Tracking

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Page 17 © 2013 Marketo, Inc. #mus13

Marketing

Database of Record

Page 18: Summit 2013 - Jon Miller Presentation

Page 18 © 2013 Marketo, Inc. #mus13

Workflow / Automation

Page 19: Summit 2013 - Jon Miller Presentation

Page 19 © 2013 Marketo, Inc. #mus13

Scoring

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Page 20 © 2013 Marketo, Inc. #mus13

Lead Management

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Page 21 © 2013 Marketo, Inc. #mus13

Events

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Page 22 © 2013 Marketo, Inc. #mus13

Financial Management

Page 23: Summit 2013 - Jon Miller Presentation

Page 23 © 2013 Marketo, Inc. #mus13

CRM Integration /

Sales Intelligence

Page 24: Summit 2013 - Jon Miller Presentation

Page 24 © 2013 Marketo, Inc. #mus13

Social Marketing

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Page 25 © 2013 Marketo, Inc. #mus13

Marketing Analytics

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Page 26 © 2013 Marketo, Inc. #mus13

Page 27: Summit 2013 - Jon Miller Presentation

Page 27 © 2013 Marketo, Inc. #mus13

Marketing Automation

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Create marketing people love with marketing automation

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Page 29 © 2013 Marketo, Inc. #mus13

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Page 30 © 2013 Marketo, Inc. #mus13

Page 31: Summit 2013 - Jon Miller Presentation

Page 31 © 2013 Marketo, Inc. #mus13

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Page 32 © 2013 Marketo, Inc. #mus13

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Page 33 © 2013 Marketo, Inc. #mus13

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Page 34 © 2013 Marketo, Inc. #mus13

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Page 36 © 2013 Marketo, Inc. #mus13

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Value of Marketing Automation

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Page 39 © 2013 Marketo, Inc. #mus13

How Much Does It Cost?

Usually Based on Edition + Number of Contacts + Contract Term

@jonmiller #BizCaseMA

Example: Marketo Pricing (27 Feb 2013)

www.marketo.com/pricing

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Page 40 © 2013 Marketo, Inc. #mus13

Software subscription is ~25-40 percent of overall investment for success

• Strategy

• Content

• People

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Strategy and Process

“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.” - Bill Gates

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Page 42 © 2013 Marketo, Inc. #mus13

Content = Marketing Automation Fuel

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People

• Business processes design and implementation

• Analytics • Technical

aptitude

Page 44: Summit 2013 - Jon Miller Presentation

Page 44 © 2013 Marketo, Inc. #mus13

Page 45: Summit 2013 - Jon Miller Presentation

Page 45 © 2013 Marketo, Inc. #mus13

My Most

Important

Advice

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The Case for Transformation

Mary Bermel VP, Demand Generation CA Technologies

Page 47: Summit 2013 - Jon Miller Presentation

Page 47 © 2013 Marketo, Inc. #mus13

A new way of doing things

Customer Dialogue

Lead Qualification Model

Marketing + Sales Alignment

Technology Systems + Data

DISCOVER CONSIDER DECIDE ADVOCATE DISCOVER CONSIDER DECIDE ADVOCATE

Page 48: Summit 2013 - Jon Miller Presentation

Page 48 © 2013 Marketo, Inc. #mus13

Content, People, Process, Technology

Qualified Engaged

Qualified Lead

Sales Ready Lead

Won

Prospect

Inquiry

Sales Accepted

Opportunity

Demand Generation

Center

Convert

Engage

Nurture

Sales Accepted

Lead

Page 49: Summit 2013 - Jon Miller Presentation

Page 49 © 2013 Marketo, Inc. #mus13

Why marketing automation?

Streamline the marketer’s world

Measure and prove marketing ROI

Increase revenue by optimizing the funnel

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Page 50 © 2013 Marketo, Inc. #mus13

DISCOVER CONSIDER DECIDE ADVOCATE

An opportunity to capture data

Marketing Database

SFDC

Real-time Data Bi-directional Sync

DISCOVER CONSIDER DECIDE ADVOCATE

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Page 51 © 2013 Marketo, Inc. #mus13

What if we do nothing?

Inefficiency of processes and systems; higher costs

Non optimized customer experience

Will not achieve growth goals

Page 52: Summit 2013 - Jon Miller Presentation

Page 52 © 2013 Marketo, Inc. #mus13

DISCOVER ADVOCATE

What matters?

Source: Gartner (June 2012)

Federated Use Customization

User Preferences Real Time Tracking

3rd Party Integration

Pricing Interface Security Scoring

Landing Pages And Forms

Support Social Media Email

Euro-Privacy Services Reporting Analytics

Data Management

Multi-lingual Support

Product Release

Salesforce.com Integration

Interaction Management

Page 53: Summit 2013 - Jon Miller Presentation

Page 53 © 2013 Marketo, Inc. #mus13

DISCOVER

Due diligence

1

Performance test:

Smart List Segmentation

Email Campaign Creation

Reporting and Analytics

Page 54: Summit 2013 - Jon Miller Presentation

Page 54 © 2013 Marketo, Inc. #mus13

Lessons learned

Vision and plan

for success

Stakeholder

participation

and buy-in

Organize for

excellence

Educate,

educate,

educate

It’s about people, process, content and technology

Evaluate capabilities, references and cultural fit

Communicate and educate

The buyer has changed

Marketing’s role is changed

Marketing automation is critical

Page 55: Summit 2013 - Jon Miller Presentation

Page 55 © 2013 Marketo, Inc. #mus13

Thank You!

Page 56: Summit 2013 - Jon Miller Presentation

Page 56 © 2013 Marketo, Inc. #mus13

Everything you ever

wanted to know (and

then some) about

marketing automation

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Page 57 © 2013 Marketo, Inc. #mus13

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Why Marketo?

• Easy

• Powerful

• Complete

Page 59: Summit 2013 - Jon Miller Presentation

Page 59 © 2013 Marketo, Inc. #mus13

Thank You! Jon Miller VP Marketing, Marketo @jonmiller

Mary Bermel

VP Demand Generation,

CA Technologies

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Page 70 © 2013 Marketo, Inc. #mus13

DISCOVER CONSIDER ADVOCATE

Demand Generation Center of

Excellence

Buyer process

Centralized and de-centralized marketing automation

Lead to revenue process

Common purpose and shared goals:

• Service Delivery

• Operations and Governance

• Communication and Change Management

Page 61: Summit 2013 - Jon Miller Presentation

Page 71 © 2013 Marketo, Inc. #mus13

DISCOVER ADVOCATE

DEMAND GENERATION CENTER OF EXCELLENCE

REGIONAL

DEMAND

MANAGERS

GLOBAL

PROGRAM

MANAGERS

SPECIALISTS

INBOUND

MARKETING WEB TEAM

IT

SOLUTIONS

MARKETING

MARKETING

AUTOMATION

POWER USERS

MARKETING

OPERATIONS

CONVERSION NURTURING ENGAGEMENT

REGIONAL

FIELD

MARKETING