Revenue Cycle Model Deployment Flo€¦ · getting leads into stages • checks transitions for...

Revenue Cycle Model Deployment Flow

3-‐26-‐10 Updated 4-‐12-‐10 Updated 4-‐20-‐10 Updated 5-‐13-‐10

© 2010 Marketo, Inc. All rights reserved.

Agenda

!   Walk through design proposal for compleEng deployment within the Revenue Stage Modeler


Deploying a new model – getting existing leads into the RSM !   Design Framework

  Provide users the ability to complete deployment within the context of the RSM

  Leverage exisEng funcEonality / familiarity of interacEon paradigms •  Minimize modificaEon •  Adapt as needed to current context

  Facilitate user independence by providing status of iniEal ‘liS’ of leads into the RSM (Home page)

!   Design Issue: Evaluate whether the ability to close the tabs is necessary for the user experience to communicate compleEon. We may need two buYons: ‘Deploy Model’ and ‘IniEalize ExisEng Leads’

Note: ‘IniEalize’ is too technical of word



View of Tree with RSM Smart List

•  Get Ready– Play / build models actions are reversible •  Get Set – system provisions stages • provides the ui for creating batch campaigns for getting leads into stages •  checks transitions for activation / enabled •  GO! – Approve Model • Messages about the ‘path of no return’

Logout Admin HelpLogged in as: MBacigalupi

Lead DatabaseMy Marketo Marketing Activities Design Studio Analytics Forecasting

RSM Actions >

Example 1Example 2Example 3

- Marketo ExamplesExample 1Example 2Example 3

Marketo

My Models-My RSM 1

- Revenue Stage Modeler

- Marketo Examples

Analytics-

Example 1

Example 2

Example 3

ModelerMy RSM 1

Status Transition SummaryOverview

First Experience - Existing Customers

Get Ready Define how you want your reports to be structured

Get Set Set you existing leads into stages

GO! Approve your model andleverage your data now


View of Tree with RSM Smart List

•  Get Ready – Play / build models actions are reversible •  Get Set – system provisions stages • provides the ui for creating batch campaigns for getting leads into stages •  checks transitions for activation / enabled •  GO! – Approve Model • Messages about the ‘path of no return’



RSM Actions >

MarketoModelerMy RSM 1

Status Transition SummaryOverview

On Going Use - Edit Draft

Auto Save Status : My RSM 1 Deployed, 4/3/10 6:47 pm

- Marketo Examples

Example 1Example 2

Example 3

My Models-My RSM 1


Analytics-

My RSM 1 - Draft

Get Ready Define how you want your reports to be structured

Get Set Set you existing leads into stages

GO! Approve your model andleverage your data now



Example 1

Example 2

Example 3

- Marketo ExamplesExample 1

Example 2

Example 3

Marketo

Auto Save

My Models-My RSM 1


- Marketo Examples

Analytics-

Example 1

Example 2

Example 3

ModelerMy RSM 1

RSM Actions >

LeadsStages

KnownAnonymous

117,332

30,375

86,957

My RSM 1

Approve Model Activate Transitions

Assign Leads

Total Leads:


Default View Before RSM Build


RSM Model Built Logout Admin HelpLogged in as: MBacigalupi


RSM Actions >

Example 1

Example 2

Example 3

- Marketo Examples

My RSM 1

Example 1

Example 2

Example 3

Marketo

Auto Save

My Models-My RSM 1


- Marketo Examples

Analytics-

Example 1

Example 2

Example 3

!"#"$%#&' ("#)" Prospect LeadSalesLead Oppty Won

Inactive Recycled SalesDisqual

Delete StageApprove Model

Modeler

Stage Properties Transition Properties

Transitions From

*Enable Edit DeleteTo StageMove DescriptionOrder

1

* Indicates default Transition

Qualified

Qualified

2 Click to Add Transition

Happy Path

Alternate RouteLost

Activate Transitions



Example 1

Example 2

Example 3


Example 2

Example 3

Marketo

Auto Save

My Models-My RSM 1


- Marketo Examples

Analytics-

Example 1

Example 2

Example 3

ModelerMy RSM 1

RSM Actions >

Lost

Stages

KnownAnonymous

ProspectLead

Sales Lead

Qualified

OpptyWon

Inactive

Recycled

Leads

30,375

Disqual

86,957


Assign Leads

My RSM 1

117,332Total Leads:


Approve Model Available

Click on Approve Model



Example 1

Example 2

Example 3


Example 2

Example 3

Marketo

Auto Save

My Models-My RSM 1


- Marketo Examples

Analytics-

Example 1

Example 2

Example 3

ModelerMy RSM 1

RSM Actions >

Lost

Stages

KnownAnonymous

ProspectLead

Sales Lead

Qualified

OpptyWon

Inactive

Recycled

Leads

30,375

Disqual

86,957


Assign Leads

My RSM 1

117,332Total Leads:


Guard Rails for Approving a Selected Model

Approve Model

IMPORTANT!Once approved you cannot select another model to approve but will need to edit this one.

Approve Model Cancel



Example 1

Example 2

Example 3


Example 2

Example 3

Marketo

Auto Save

My Models-My RSM 1


- Marketo Examples

Analytics-

Example 1

Example 2

Example 3

ModelerMy RSM 1

RSM Actions >

Lost

Stages

KnownAnonymous

ProspectLead

Sales Lead

Qualified

OpptyWon

Inactive

Recycled

Leads

30,375

Disqual

86,957


Assign Leads

My RSM 1

117,332Total Leads:


Model Approved

Approve Model

You may now move leads into selected stages and activate stage to stage transitions.

OK



Example 1

Example 2

Example 3


Example 2

Example 3

Marketo

Auto Save

My Models-My RSM 1


- Marketo Examples

Analytics-

Example 1

Example 2

Example 3

ModelerMy RSM 1

RSM Actions >

Lost

Stages

KnownAnonymous

ProspectLead

Sales Lead

Qualified

OpptyWon

Inactive

Recycled

Leads

30,375

Disqual

86,957

Edit Model Activate Transitions

Assign Leads

My RSM 1

117,332Total Leads:


Stage List Built Out from Model

Activate becomes enabled as does Assign Leads



Example 1

Example 2

Example 3


Example 2

Example 3

Marketo

Auto Save

My Models-My RSM 1


- Marketo Examples

Analytics-

Example 1

Example 2

Example 3

ModelerMy RSM 1

RSM Actions >

Lost

Stages

KnownAnonymous

ProspectLead

Sales Lead

Qualified

OpptyWon

Inactive

Recycled

Leads

30,375

Disqual

86,957

Edit Model Activate Transitions

Assign Leads

My RSM 1

117,332Total Leads:



User selects Activate Transitions



Example 1

Example 2

Example 3


Example 2

Example 3

Marketo

Auto Save

My Models-My RSM 1


- Marketo Examples

Analytics-

Example 1

Example 2

Example 3

ModelerMy RSM 1

RSM Actions >

Lost

Stages

KnownAnonymous

ProspectLead

Sales Lead

Qualified

OpptyWon

Inactive

Recycled

Leads

30,375

Disqual

86,957

Edit Model Deactivate Transitions

Assign Leads

My RSM 1

117,332Total Leads:



Activate Transitions

All 'Enabled' Transitions have now been activated.

OK



Example 1

Example 2

Example 3


Example 2

Example 3

Marketo

Auto Save

My Models-My RSM 1


- Marketo Examples

Analytics-

Example 1

Example 2

Example 3

ModelerMy RSM 1

RSM Actions >

Lost

Stages

KnownAnonymous

ProspectLead

Sales Lead

Qualified

OpptyWon

Inactive

Recycled

Leads

30,375

Disqual

86,957


Assign Leads

My RSM 1

117,332Total Leads:



User selects a stage and then selects ‘Assign Leads’



Example 1

Example 2

Example 3


Example 2

Example 3

Marketo

Auto Save

My Models-My RSM 1


- Marketo Examples

Analytics-

Example 1

Example 2

Example 3

ModelerMy RSM 1

RSM Actions >

Lost

Stages

KnownAnonymous

ProspectLead

Sales Lead

Qualified

OpptyWon

Inactive

Recycled

Leads

30,375

Disqual

86,957


Assign Leads

My RSM 1

117,332Total Leads:


Campaign UI as the methodology to get leads into stages

Pop up with restricted campaign functionality

View Campaign Members opens in a new tab

All Trigger campaigns are removed



Example 1

Example 2

Example 3


Example 2

Example 3

Marketo

Auto Save

My Models-My RSM 1


- Marketo Examples

Analytics-

Example 1

Example 2

Example 3

ModelerMy RSM 1

RSM Actions >

Lost

Stages

KnownAnonymous

ProspectLead

Sales Lead

Qualified

OpptyWon

Inactive

Recycled

Leads

30,375

Disqual

86,957


Assign Leads

My RSM 1

117,332Total Leads:



Defaults to selected stage. Lists all stages.



Example 1

Example 2

Example 3


Example 2

Example 3

Marketo

Auto Save

My Models-My RSM 1


- Marketo Examples

Analytics-

Example 1

Example 2

Example 3

ModelerMy RSM 1

RSM Actions >

Lost

Stages

KnownAnonymous

ProspectLead

Sales Lead

Qualified

OpptyWon

Inactive

Recycled

Leads

30,375

Disqual

86,957


Assign Leads

My RSM 1

117,332Total Leads:



Recurrence Schedule option is removed



Example 1

Example 2

Example 3


Example 2

Example 3

Marketo

Auto Save

My Models-My RSM 1


- Marketo Examples

Analytics-

Example 1

Example 2

Example 3

ModelerMy RSM 1

RSM Actions >

Lost

Stages

KnownAnonymous

ProspectLead

Sales Lead

Qualified

OpptyWon

Inactive

Recycled

Leads

30,375

Disqual

86,957


Assign Leads

My RSM 1

117,332Total Leads:





Example 1

Example 2

Example 3


Example 2

Example 3

Marketo

Auto Save

My Models-My RSM 1


- Marketo Examples

Analytics-

Example 1

Example 2

Example 3

ModelerMy RSM 1

-

23,000

RSM Actions >

Lost

Stages

KnownAnonymous

ProspectLead

Sales Lead

Qualified

OpptyWon

Inactive

Recycled

Leads

30,375

23,000

Disqual

63,957


Assign Leads

My RSM 1

117,332Total Leads:



Completion of getting leads into stages




Example 1

Example 2

Example 3


Example 2

Example 3

Marketo

Auto Save

My Models-My RSM 1


- Marketo Examples

Analytics-

Example 1

Example 2

Example 3

ModelerMy RSM 1

Anonymous 2,000

Lead

Prospect

-

* default stages

Total Leads: 117,332

Lost

Stages

* Known* Anonymous

ProspectLead

Sales Lead

Qualified

OpptyWon

Inactive

Recycled

Leads

2,000

10,000

4300

6900

3567

2345

2008

1045

2300

1023

2090

Disqual

Sales Lead

RSM Actions > Deploy Model

Make the table exportable

Model States !   Not Validated / ExisEng Leads not Assigned

!   AcEvate Model / ExisEng Leads not Assigned

!   Not Validated / ExisEng Leads Assigned

!   Validated / ExisEng Leads Assigned


Validation Errors

OK

Your Revenue Stage Model is incomplete. Please check the model before you deploy.

Cancel

Validation Errors

OK

Your Revenue Stage Model is incomplete. Your model will not beable to process any leads not entered into a revenue stage. We strongly encourage you to check your model before you deploy.

Cancel

Validate Revenue Stage Model

OK

Congratulations!Your Revenue Stage Model is ready for deployment.

Cancel

Activate Revenue Stage Model

OK

Your Revenue Stage Model is activated. To report on existing leads you can assign them to a revenue stage.

Cancel

Deployment Behavior

!   Deployment Behavior   When user selects the “Deploy” buYon the system will run a check for

•  Model validated for completeness (ie values entered) –  User will be prompted to go and make correcEons

•  ExisEng leads assigned to stages (not necessarily all) !   It messages what can or cannot happen aSer deployment


Deploy Model

Continue

Please be sure you are ready to deploy your Revenue Stage Model. Once deployed, it can only be modified, not stopped.

Cancel

Deployment Complete

OK

Congratulations!Your Revenue Stage Model is deployed

Revenue Cycle Model Deployment Flo€¦ · getting leads into stages • checks transitions for...

Documents

Transcript of Revenue Cycle Model Deployment Flo€¦ · getting leads into stages • checks transitions for...