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Best practises in marketing automation for lead generation and nurturing Richard Evans and Adam Sharp

IDM Presentation - Adam Sharp & Richard Evans

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Page 1: IDM Presentation - Adam Sharp & Richard Evans

Best practises in marketing

automation for lead generation

and nurturing

Richard Evans and Adam Sharp

Page 2: IDM Presentation - Adam Sharp & Richard Evans

B2B buyer decision cycle

Satisfaction

Acknowledgment

Decision

Criteria

Selection

Investigation

Reconsideration

Measurement

Source: R. Jolles

Page 3: IDM Presentation - Adam Sharp & Richard Evans

Emerging buying cycle gap ...

Satisfaction

5%

Acknowledgment

79%

Decision

Criteria

Selection

Investigation

Reconsideration

Measurement

Source: R. Jolles

Page 4: IDM Presentation - Adam Sharp & Richard Evans

Emerging buying cycle gap ...

Satisfaction

Acknowledgment

Decision

Criteria

Selection

2%

Investigation

2-3%

Reconsideration

Measurement

Source: R. Jolles

Page 5: IDM Presentation - Adam Sharp & Richard Evans

Emerging buying cycle gap ...

Satisfaction

Acknowledgment

Decision

Criteria

Selection

2%

Investigation

2-3%

Reconsideration

Measurement

Source: R. Jolles

problemproblemproblemproblem

Page 6: IDM Presentation - Adam Sharp & Richard Evans

Emerging buying cycle gap ...

Satisfaction

Acknowledgment

Decision

Criteria

Selection

2%

Investigation

2-3%

Reconsideration

Measurement

Source: R. Jolles

problemproblemproblemproblem

problemproblemproblemproblem

Page 7: IDM Presentation - Adam Sharp & Richard Evans

Emerging buying cycle gap ...

Satisfaction

Acknowledgment

Decision

Criteria

Selection

Investigation

Reconsideration

Measurement

Source: R. Jolles

the opportunitythe opportunitythe opportunitythe opportunity

Page 8: IDM Presentation - Adam Sharp & Richard Evans

Executive

Marketing

Sales

Reports

Marketing Automation

Software

Page 9: IDM Presentation - Adam Sharp & Richard Evans

Frustrations of a Marketing Leader

9

Page 10: IDM Presentation - Adam Sharp & Richard Evans

No business can accurately predict future revenues without complete transparency into both the funnel and the pipe….joined up marketing

Our philosophy & methodology

Page 11: IDM Presentation - Adam Sharp & Richard Evans

Key attributes of joined-up-marketing thinking

11

API

Relevant (Dynamic)Content

Timely too

Page 12: IDM Presentation - Adam Sharp & Richard Evans

Why Marketing Automation is an ideal platform…

MA

outboun

d

inbound

CRM

Capturing the digital behaviour provides clarity of focus

The web as a marketing hub and NOT a passive brochure

Visualising the buyers journey

Page 13: IDM Presentation - Adam Sharp & Richard Evans

SMB ‘Worry Free’

c.2m units/contacts

9 countries

7 languages

5 routes to purchase

The briefFully automate, integrated systems, integrate ‘drip’ and ‘keep in touch’ campaignsdynamic content & richer experience

Page 14: IDM Presentation - Adam Sharp & Richard Evans

Trend

Micro

Database

Trend

Database

Silverpop FTP

Site

CleverTouch

Data

Transformation

Data

manipulated

ready for

silverpop

Trend FTP SiteData put on to

FTP site daily

Silverpop

Database

Data uploaded

to silverpop for

scheduled

daily import

New contacts

added to

Database

POS Segment#1#1 #4#4

Welcome Campaign

Time

Default

Customer

Communications

Regular Monthly Campaigns

Post Purchase Survey

In Trial Segment#1#1 #4#4

Welcome Campaign

Post Trial

Activation

SegmentPost Purchase Survey

#1#1 #2#2

Welcome Campaign

Mid Term Survey Renewal Reminders

Activate - Y

Win Back

Campaign

Survey

Activate - N

Ad Hoc Campaigns

#1#1

#2#2

#8#8

Extended Trial Period Campaign

Segment

Campaign Flow/User Journey

Page 15: IDM Presentation - Adam Sharp & Richard Evans

15

Campaign ‘Trend Dell - Worry Free’

Overview:

1. Extensive use of dynamic content e.g. Time sensitive

2. Automated contact upload and import from Secure FTP site• From Post-purchase to

IMMEDIATE prospect marketing engagement

Page 16: IDM Presentation - Adam Sharp & Richard Evans

Dynamic content in automated email 29 Days of Trial Remain 15 Days Remain 3 Days Remain

0 Days Remain 3 Days Since Expiry 7 Days Since Expiry

Page 17: IDM Presentation - Adam Sharp & Richard Evans

30 Days Since Expiry

Page 18: IDM Presentation - Adam Sharp & Richard Evans

Progressive Profiling on Web (purl)

Page 19: IDM Presentation - Adam Sharp & Richard Evans

Dynamic Content (Landing Page)

• Product recommendations based on progressive profiling

• Products/links are all personalised so ROI can be calculated at individual level

Page 20: IDM Presentation - Adam Sharp & Richard Evans

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Dynamic Advisor Tool- Dictates which campaign journey (of 5) prospects are taken down, includes send time optimisation.

Nathan Jane Adam

Page 21: IDM Presentation - Adam Sharp & Richard Evans

Results so far• 1000’s prospects entering the marketing journey each week• email open rates average 25%, Germany 35%+• advisor tool completion rates between 26-62%• Click thru from report up to 14%, leading to significant up-sell within business

clients

Page 22: IDM Presentation - Adam Sharp & Richard Evans

MA opportunity for Marketing Transformation

22

TOOLS

COMMS

SKILLS &

CONTENT

INSIGHT BANTAttitude

& Aptitude

& Analytics

Email platforms

& CRM’s

Page 23: IDM Presentation - Adam Sharp & Richard Evans

Thank you

[email protected]@silverpop.com

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Page 24: IDM Presentation - Adam Sharp & Richard Evans

The 8th IDM B2B Marketing

Conference

Understanding and Engaging

Customer 2.0