The convergence of CRM and Marketing …...∗Influences IT budget ∗Knows and uses CRM ∗Takes...

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Transcript of The convergence of CRM and Marketing …...∗Influences IT budget ∗Knows and uses CRM ∗Takes...

Marketing 2.0 The convergence of CRM and Marketing Automation

Presenter
Presentation Notes
Greeting and intro

∗What is Marketing Automation and why is it important to your business?

∗ Strategy: Tips for your team

∗ ClickDimensions overview

Let’s Talk About Enabling the Modern Marketer!

What is marketing automation? Why is it important to your business?

Image source: Cloudtimes.org

∗ Your company has the ability to send marketing emails. ∗ You can trigger emails to go out based on specific

behaviors. Did they download content from your website? Have they purchased from you before?

∗ Your marketing team set up all of the emails for a specific campaign and let it run in an automated fashion. The flow includes logic and branching conditions.

∗ You can prioritize your leads based on interest level and likelihood to purchase.

∗ You can measure the return on investment for each of your marketing campaigns.

Raise your hand if…

Who is the modern marketer?

∗ Influences IT budget ∗ Knows and uses CRM ∗ Takes ownership of

prospect and customer data ∗ Tracks critical points for

segmentation ∗ Knows value of each lead

and can track ROI ∗ Closes the gap between

sales and marketing by providing usable data Image source: Bing images

Traditional Marketer’s Tools

Email Marketing

List ≠ List Campaign ≠ Campaign

Lead (Prospect) ≠ Lead

Basic lead/contact integration; constantly synching, exporting, importing

Surveys

Web Site Analytics

? Web

Forms

Marketing Automation Integration to CRM

Native/ Embedded Connected None

• 1 + 1 = 1 • All in one place • MA is an

extension of CRM

• Separate data, separate UI, UX

• Synchronized • Scheduled or

Manual Imports

• Completely Separate

• Requires 3rd party middleware

∗ By 2020, customers will manage 85% of their relationships without taking to a human. (Gartner Research)

∗ 50% of qualified leads are not ready to purchase immediately. (Gleanster Research)

∗ Companies that invest in marketing solutions see 70% faster sales cycle times, and 54% improvement in quota achievement. (Bulldog Solutions)

∗ Companies that excel at lead nurturing generate 50% more sales ready leads at 33% lower cost. (Forrester Research)

Still not convinced?

Strategy Tips for your team

“How you gather, manage, and use information will determine whether you win or lose.” Bill Gates

Content Creation Blog – Social - Email

Month List Size Unique Open Rate Click Rate Day of Week

January 100 28% 16% Wednesday

February 164 30% 15% Wednesday

March 170 31% 14% Tuesday

April 193 33% 16% Tuesday

May 216 36% 18% Wednesday

Newsletter Response Rates

Always be list building!

∗ Auto-signature ∗ All web pages ∗ During webinars ∗ At seminars

Keep your marketing lists clean and up to date!

Personalize Your Message

Dynamic Content Emails

Content Marketing

Presenter
Presentation Notes
people research purchases before ever contacting a company, how can you establish yourself as a thought leader and capture that visit information?

Landing Page

∗ Targeted content

∗ Singular call to action

∗ No extra navigation

Metric

Landing page click through rate 10.7%

Sign-up rate (% of campaign targets) 5%

Landing page conversion rate 46%

Campaign Metrics

Direct Traffic

Email

Search Engine

Social Blogs

Visits

Time (GMT-5) Registered Attended Interest

8 am 32% 56% 34.68

11 am 37% 50% 40.44

2 pm 18% 55% 27.71

7 pm 13% 53% 36.52

Online Ad Tracking

ClickDimensions Overview

Demonstration

Web Tracking

Campaign Tracking

Landing Pages

Email Marketing

Social Discovery

Nurture Marketing

Lead Scoring

Web Forms

Search/Advertising

SMS Messaging

Surveys

Subscription and Profile

Management