the truth about marketing automation: it's not automatic

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Molly Koernke, Director of Product Marketing, Upland Software @MollyKoernke The Truth About Marketing Automation: It’s Not Automatic!

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Page 1: The Truth About Marketing Automation: It's Not Automatic

Molly Koernke, Director of Product Marketing, Upland Software@MollyKoernke

The Truth About Marketing Automation: It’s Not Automatic!

Page 2: The Truth About Marketing Automation: It's Not Automatic

2

Sponsors

Diamond

In Kind

Gold

Platinum

Page 3: The Truth About Marketing Automation: It's Not Automatic

Agenda• What’s Marketing

Automation?• The Modern

Marketer• Why Marketing

Automation?• Automation, Not

Automated• Drip Campaign

Example

@mollykoernke

Page 4: The Truth About Marketing Automation: It's Not Automatic

The Biggest Lie

@mollykoernke

Page 5: The Truth About Marketing Automation: It's Not Automatic

“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.”

Page 6: The Truth About Marketing Automation: It's Not Automatic

What is Marketing Automation?

Email Marketing

Campaign Managemen

t

Social Marketing

Lead Managemen

t

@mollykoernke

Page 7: The Truth About Marketing Automation: It's Not Automatic

Modern Marketer

Page 8: The Truth About Marketing Automation: It's Not Automatic

Source: SiriusDecisions “B-to-B Marketing Automation Study” (2014)

Adoption is Growing Rapidly

11X growth in Marketing Automation adoption from 2011-

2014

@mollykoernke

Page 9: The Truth About Marketing Automation: It's Not Automatic

Automation, Not Automated: 3 Key Insights

Page 10: The Truth About Marketing Automation: It's Not Automatic

“Marketing automation needs constant care and awareness for it to work effectively. Too many companies skimp on these details and think they can let their automation do all the work—not exactly the best way of accomplishing your goals. It’s not meant as something you can set and forget.” - HubSpot

Page 11: The Truth About Marketing Automation: It's Not Automatic

People Don’t Buy From Robots

@mollykoernke

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Page 12: The Truth About Marketing Automation: It's Not Automatic

Robot Examples

Page 13: The Truth About Marketing Automation: It's Not Automatic

Email #FAIL

@mollykoernke

No option to opt-

out

Confusing Information

Page 14: The Truth About Marketing Automation: It's Not Automatic

Email #FAIL

Page 15: The Truth About Marketing Automation: It's Not Automatic

Personalization #FAIL

Page 16: The Truth About Marketing Automation: It's Not Automatic

Behavior-based #FAIL

Be Helpful, Not Invasive

Page 17: The Truth About Marketing Automation: It's Not Automatic

Social Media Automation #FAIL

Page 18: The Truth About Marketing Automation: It's Not Automatic

Humanized Examples

Page 19: The Truth About Marketing Automation: It's Not Automatic

Rue La La

Behavior-based

Humor & honest

personality

CEO Contact

Info

@mollykoernke

Page 20: The Truth About Marketing Automation: It's Not Automatic

Netflix

Page 21: The Truth About Marketing Automation: It's Not Automatic

Data Without Insights Is Well … Just Data

Data Insights

@mollykoernke

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Page 22: The Truth About Marketing Automation: It's Not Automatic

22 Confidential 04/15/2023

It’s hard to stand out in the digital world.

Page 23: The Truth About Marketing Automation: It's Not Automatic

You’ve Got to Get Your Experimentation On!

@mollykoernke

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Page 24: The Truth About Marketing Automation: It's Not Automatic

Marketing Automation Example

Page 25: The Truth About Marketing Automation: It's Not Automatic

Drip Campaign:Named after drip irrigation which saves resources by allowing water and fertilizer to drip slowly to the roots of plants through a network of valves, pipes, tubing and emitters.

Page 26: The Truth About Marketing Automation: It's Not Automatic

Simple Drip Campaign

• List of ~3,000 inactive leads

• 6 Emails• 9 Days

Between Drop Dates

• Gauge interest & engagement

Email 1

9 Days Later

Email 2

Email 3

9 Days Later

Email 4

9 Days Later

9 Days Later

Email 5

9 Days Later

Email 6

Page 27: The Truth About Marketing Automation: It's Not Automatic

Email #1

Emailed directly from one of our sales reps

Clear Call To Action

Fun, NYE theme to coincide with send date

of Jan 12

Sent educational piece of content to establish

sales rep and the company as a trusted

and reputable resource

Results:

21% Open Rate

1.2% CTR

.9% Unsubscribe Rate

2 prospects seeking additional information from Sue

Key Learnings:

Strong subject line based on above average open rate

Worked to send email from Sue’s email address vs. generic marketing email

Lower than average CTR; tried different template on 2nd email +

added text on image to drive clicks

Subject: You’re only one click away …

Page 28: The Truth About Marketing Automation: It's Not Automatic

If you’re not a passionate, obsessed person, you’re not going to win.

- Tim Armstrong

Page 29: The Truth About Marketing Automation: It's Not Automatic

Molly Koernke, Director of Product Marketing, Upland Software@[email protected]

The Truth About Marketing Automation: It’s Not Automatic!

Page 30: The Truth About Marketing Automation: It's Not Automatic

Backup

Page 31: The Truth About Marketing Automation: It's Not Automatic

79% of top-performing companies

have been using marketing automation for more than 2 years.

-Gleanster, Q3 2013 Marketing Automation Benchmark, Aug 2013

B2B marketers who implement marketing automation increase their sales-pipeline

contribution by 10%. 

-Forrester Research, The Forrester Wave: Lead-To-Revenue Management Platform Vendors, Q1 2014, Jan 2014

78% of successful marketers cite marketing automation systems as

most responsible for improving revenue

contribution. 

-The Lenskold and Pedowitz Groups, 2013 Lead-Generation Marketing Effectiveness

Study, Nov 2013

Companies using marketing automation see 53% higher

conversion rates (initial response-to-MQL) than non-

users, and an annualized revenue growth rate 3.1%

higher than non-users.

-Aberdeen Group, Marketing Lead Management Report, Jul 2012

WHY MARKETING AUTOMATIO

N?

@mollykoernke