State of Revenue Marketing...State of Revenue Marketing Report Heinz Marketing 6 Revenue...
Transcript of State of Revenue Marketing...State of Revenue Marketing Report Heinz Marketing 6 Revenue...
1State of Revenue Marketing Report | Heinz Marketing
State of Revenue MarketingHow the Best B2B Marketers Grow Revenue
A Heinz Marketing Annual Report
Commissioned by CaliberMind 2018-2019
2State of Revenue Marketing Report | Heinz Marketing
In our first annual ldquoState of Revenue Marketingrdquo report Heinz Marketing surveyed
over 200 B2B marketing leaders in the United States to explore how the best
marketers think about measure report on and operationalize revenue marketing
using data analytics and automation to meet their company revenue goals
Throughout this report Revenue Marketers are defined as those who are
accountable for 30 or more of actual revenue and bookings and are lsquohighly
confidentrsquo in hitting their revenue goal
Data in this report is from a blind survey conducted in August 2018 that generated
241 responses from full-time marketing leaders in the United States mdash those
holding a manager or higher leadership in demand ops and marketing roles within
their organization
Therersquos more to this report than just insights and trends Yoursquoll also find a Revenue
Marketing Maturity Modeltrade in the Appendix and an online self-assessment tool
powered by CaliberMind that you can take here
The assessment will help you benchmark your team against peers and receive best
practices and next steps to improve your revenue marketing skills
Methodology
About This Report
How is This Report Different
Wersquod like to thank The Pedowitz Group for their contributions to Revenue Marketing
where theyrsquove spent years advocating for and helping marketers fuel revenue for
their organizations
The Pedowitz Group (TPG) is a Revenue Marketing consulting firm headquartered
near Atlanta Ga TPG believes that Marketing is the driver of customer engagement
that fuels the revenue engine Many of todayrsquos successful CMOs are operationalizing
business accountability digital transformation and the customer experience through
marketing operations
Revenue Marketing amp The Pedowitz Group
3State of Revenue Marketing Report | Heinz Marketing
Activity Marketers
Not accountable for
revenue contribution
Pipeline Marketers
Accountable for revenue pipeline
sourced or influenced for up to 30
of revenue are lsquonot confidentrsquo or
lsquosomehow confidentrsquo in hitting their
revenue goal
Revenue Marketers
Accountable for 30 or more of actual
revenue and bookings and are lsquohighly
confidentrsquo in hitting their revenue goal45
33
22
Revenue Marketers represent 22 of the overall
survey population
For additional demographics please refer to page 41
Breakdown of Revenue
Marketing Levels
4State of Revenue Marketing Report | Heinz Marketing
Introduction
Executive Summary
Revenue Marketing Objectives Accountability and Challenges
The Revenue Marketing Operations Team Analytics Skills and Capabilities
Measuring What Matters for Revenue Marketing Performance
Revenue Marketing Technology amp Data
Last Look What Makes Revenue Marketers Tick
Appendix A Revenue Marketing Maturity Modeltrade
Whatrsquos Next Revenue Marketing Self-Assessment
Survey Demographics
01
02
03
04
Table of Contents
5State of Revenue Marketing Report | Heinz Marketing
B2B marketers are standing at the
crossroads between opportunity and
challenge The C-suite wants more
accountability for marketing
spend but at the same time the
multi-channel sales cycle is becoming
increasingly complicated
A growing cadre of B2B marketers is
responding to this tension by rethinking
B2B marketing basics such as KPIs
budgets and customer journeys These
marketers are part of a trend known as
Revenue Marketing
Revenue Marketing is a systematic
approach to identifying the drivers
and barriers to revenue rigorously
measuring them and then pulling the
marketing levers using data analytics
and automation to optimize marketing
ROI and top-line growth
As a business strategy Revenue
Marketing requires the right mix of
people process and technology in
order to drive real revenue growth
Marketing automation is certainly
one enabling technology but not the
only one Revenue Marketers use all
kinds of tools to drive revenue mdash from
Customer Data Platforms for data
centralization and self-service analytics
to workflow automation and attribution
But even more important than investing
in technology is the development of
business practices that are universally
accepted and followed
Our report shows that Revenue Marketers
clearly define and document the revenue
cycle they centralize data integrate their
tech stack and automate workflows As
a result they have a higher confidence in
hitting their revenue goal
Introduction
Activity Marketers Pipeline Marketers Revenue Marketers
Revenue Metric NA Pipeline Sourced Revenue Bookings
Revenue Goal NA 10 - 30 gt30
Confidence in Hitting Revenue Goal NA Moderate Strong
6State of Revenue Marketing Report | Heinz Marketing
Revenue Accountability Continues to Grow but Marketers
Struggle to Hit Revenue Goals
B2B marketers are increasingly accountable for revenue CMOs and VPs are
expected to show measurable results and those who canrsquot deliver have some of
the shortest tenure of any C-suite executive This means B2B marketers at all levels
must focus on sourcing a specific percentage of overall revenue while helping build
the sales pipeline with qualified opportunities This is a massive shift from traditional
activity-based marketing or marketing communications to one that enables the
revenue success of the entire organization mdash more so than even sales
See page 9
Poorly Defined Revenue Cycle Manual Reporting Siloed Marketing Tech and
Data Stand in the Way of Revenue Marketing
B2B marketers face multiple challenges that hinder success in revenue marketing
Poorly defined revenue cycles manual reporting and siloed marketing and sales
tech and data are some of the challenges that stand in the way Reporting has
become inefficient and burdensome as a result of inefficient CRM and marketing
automation systems poorly defined data requirements from management and
inadequate skills
See page 20
01
02
FIVE KEY TAKEAWAYS
Executive Summary
7State of Revenue Marketing Report | Heinz Marketing
Measurement and Analytics Evolve from Reporting on the Past to
Forecasting the Future
Revenue marketers are moving from reporting and analyzing past and present marketing
performance to setting targets commits and forecasting the future That means skills
process and tools will all need to improve to serve the needs of revenue marketers
See page 21
Marketing Ops Your Revenue Operators
Marketing Ops has emerged as an increasingly strategic function to lead the revenue
marketing effort Marketing Ops builds and runs the campaigns manages data
analyzes results and ensures effective technology use The survey shows how much
CMOs need Marketing Operations to drive measure results and navigate to future
revenue marketing success
See page 13
Revenue Marketers Embrace Martech Integration Data
Centralization and Workflow Automation
Analytics and workflow automation are where revenue marketers expect the most
growth in the next two years Internally revenue marketers view automation as a way
to creating more efficiency in their operations Marketers see it as a way to get more
from their data and ramp up analytics without burdening their teams
See page 29
03
04
05
8State of Revenue Marketing Report | Heinz Marketing
Revenue Marketing Objectives Accountability and Challenges
01
9State of Revenue Marketing Report | Heinz Marketing
03
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TOP 3 OBJECTIVES FOR REVENUE MARKETING IN 2018-2019Revenue Marketing Objectives
Revenue Marketing
Accountability
Prove marketing
contribution
to revenue
Measure and
report on
marketing ROI
Improve
existing marketing
campaigns
01 02
B2B marketers are increasingly
accountable for revenue CMOs and
VPs are expected to show measurable
results and those who canrsquot deliver
have some of the shortest tenures in
the C-suite This means B2B marketers
at all levels must focus on sourcing a
specific percentage of overall revenue
and while helping build the sales
pipeline with qualified opportunities
This is a massive shift from traditional
activity-based marketing or marketing
communications to one that enables
the revenue success of the entire
organization ndash more so than even sales
67 of B2B marketers are accountable for revenue performance or contribution
gt30 Marketing Sourced Revenue for Revenue Marketers
Revenue Goals
10State of Revenue Marketing Report | Heinz Marketing
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Revenue Priorities
Even though marketers increasingly focus on revenue
performance lead generation weighs heavily This year more
marketers are looking to drive revenue from existing accounts
(cross-sell and upsell)
Revenue Marketers are 65x more likely to grow revenue from existing customer accounts (Revenue Marketers vs Lead Marketers)
Revenue Marketers have the highest
percentage of marketing-sourced
revenue through new accounts
ahead of both Pipeline Marketers
and Activity Marketers However
Revenue Marketers also grow revenue
throughout the entire customer
lifecycle through upsells and cross-
sells driving the highest percentage
of revenue influence from existing
customer accounts
Pipeline Marketers
Pipeline Marketers
Pipeline Marketers
Activity Marketers
Activity Marketers
Activity Marketers
Marketing-sourced revenue through new accounts
78
69
32
64
Generate more leads
94
36
78
34
12
Revenue influence from existing customer accounts
Revenue Marketers
Revenue Marketers
Revenue Marketers
11State of Revenue Marketing Report | Heinz Marketing
Marketers at all performance levels
struggle with lack of data and analytics
skills in their quest to grow revenue
For Revenue Marketers the main
challenges are poorly managed
marketing technology and siloed data
Many factors play into how much confidence B2B marketers have in achieving a
revenue goal Strategy people skills and capabilities organizational alignment
management budget data and technology are just a few Our research shows that
Revenue Marketers have a much higher level of confidence in their ability to hit their
organizationrsquos revenue goals compare to Activity and Pipeline Marketers
TOP REVENUE MARKETING CHALLENGES BY PERFORMANCE LEVEL
For Lead Marketers that arenrsquot quite as
far down the revenue path they struggle
more with foundational issues such a
clear definition of the revenue cycle
Revenue Marketing
Challenges
Revenue Marketing
Confidence
Activity Marketers Pipeline Marketers Revenue Marketers
01Poorly defined or lack
of revenue cycle
Lack of data and
analytics skillsLack of data and analytics skills
02Lack of data and
analytics skills
Poorly defined or lack
of revenue cycle
Poorly managed silos of marketing
and sales tech and data
03Poorly managed silos of marketing
and sales tech and data
Poorly managed silos of marketing
and sales tech and data
Poorly defined or lack
of revenue cycle
CH
AP
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1
12State of Revenue Marketing Report | Heinz Marketing
The Revenue Marketing Operations Team Analytics Skills and Capabilities
02
13State of Revenue Marketing Report | Heinz Marketing
Marketing Ops Your Revenue Marketing Operators
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2
generation managing data measuring
results and providing analytical insights
in the business However skills and
capabilities must evolve and grow
in order for Marketing Operations to
provide the necessary strategic value
for the business Marketing Operations
after all goes well beyond pulling
marketing technology levers and
pushing buttons
Just a few years ago there wasnrsquot
a function known as ldquomarketing
operationsrdquo Now companies of
all sizes are hiring marketers and
building teams that focus heavily on
driving the demand generation and
pipeline management strategy through
technology and data management
Marketing Operations will continue
to grow in strategic value simply
because of the core focus on revenue
14State of Revenue Marketing Report | Heinz Marketing
03
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2
THE TOP THREE MARKETING FUNCTIONS IN
CHARGE OF ANALYZING REVENUE MARKETING
Marketing
Operations
(31)
CMO or
Marketing VP
(22)
Demand
Generation
(11)
01 02
Marketing Operations is most commonly
identified as the functional role that
owns revenue data analysis However
subsequent responses show that
Marketing Operations pros may not
have the quality data or skills to present
detailed and sophisticated analysis
for internal stakeholders such as the
C-suite investors or board members
CMOs or VPs are ranked second in
charge of owning Revenue Marketing
data analysis This is revealing because
ultimately the CMO or Marketing VP is
accountable for revenue results and the
detailed analysis that all stakeholders rely
on to make better business decisions
58 of marketing teams have dedicated full-time marketing and sales operations
15State of Revenue Marketing Report | Heinz Marketing
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Revenue Marketers ensure that their
processes are as efficient as possible
so they can keep their focus on growing
the bottom line Because Revenue
Marketers automate reporting they
spend half the time on those processes
than Pipeline Marketers who manually
pull data and reports
1-2 Days 3-5 Days Over 5 Days
Revenue Marketers
Pipeline Marketers
Activity Marketers
76
38
13
11
44
23
13
18
64
Revenue Marketers Automate Reporting
16State of Revenue Marketing Report | Heinz Marketing
Revenue Marketers spend
2 days a month on average pulling
data and preparing Revenue Marketing reports compare
to 5 days a month on average for
Demand Marketers
data requirements from management
inadequate skills and the overall
demands of B2B marketers in day-to-
day operations
This data indicates how inefficient and
burdensome reporting has become
There are many reasons for this
including inefficient CRM and marketing
automation systems poorly defined CH
AP
TE
R 0
2
17State of Revenue Marketing Report | Heinz Marketing
CH
AP
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R 0
2
01 03 05 07 0902 04 06 08 10
Marketing Ops Lack the Data and Analytics Skills Required for Revenue Marketing
Successful Marketing Ops pros will
have strong analysis capability That
means the ability to collect and manage
the right data but also to analyze and
interpret the results with the CMO
Marketing Operations pros are likely
strongest in managing the marketing
tech stack and implementing programs
and weaker in revenue analysis
Marketers give themselves moderately
proficient ratings in our survey
SCALE 1-10 HOW PROFICIENT IS YOUR MARKETING TEAM
ANALYZING MARKETING DATA
(1 not proficient 5 moderately proficient and 10 highly proficient)
0
18State of Revenue Marketing Report | Heinz Marketing
(Basic) Reporting on past performance and activity metrics
92
76
38
68
(Intermediate) Reporting and analysis of historical and current performance
29
84
40
17
6
(Advanced) Reporting and analysis models that can forecast future performance
Revenue Marketers are 24x
more likely to Forecast Revenue Performance (Revenue Marketers vs Demand Marketers)
CH
AP
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R 0
2
Pipeline Marketers
Pipeline Marketers
Pipeline Marketers
Activity Marketers
Activity Marketers
Activity Marketers
Revenue Marketers
Revenue Marketers
Revenue Marketers
19State of Revenue Marketing Report | Heinz Marketing
Measuring What Matters for Revenue Marketing Performance
03
20State of Revenue Marketing Report | Heinz Marketing
31
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AP
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R 0
3
CLEARLY DEFINED REVENUE CYCLE
Revenue
Marketers
Pipeline
Marketers
Activity
Marketers
83 54
An entire organization should align
behind the full funnel marketing stages
for driving revenue If marketing has a
flavor of stages while sales uses another
flavor inefficiencies will develop and
result in missed revenue targets
Revenue Marketers are 25x more
likely to have Clearly Defined and Documented Revenue Cycle(Revenue Marketers vs Activity Marketers)
Well-Defined and Documented
Revenue Cycle Is Key to Revenue
Marketing
21State of Revenue Marketing Report | Heinz Marketing
TOP MARKETING METRICS BY PERFORMANCE LEVEL
Activity Marketers Pipeline Marketers Revenue Marketers
01 LeadMQL Pipeline Sourced Influenced RevenueBookings
02 NA RevenueBookings Pipeline Sourced Influenced
03 NA LeadMQL LeadMQL
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For Revenue Marketers Revenue Metrics Are All That Matter
remains LeadMQL since at this level of
performance itrsquos hard for marketers to
measure and prove revenue impact
Revenue Marketers naturally rank
revenue metrics much higher than Lead
MQL For Lead Marketers the top metric
22State of Revenue Marketing Report | Heinz Marketing
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AP
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3
While most marketers now measure
volume (leads clicks content
downloads etc) and some measure
value (pipeline ROI etc) most Revenue
Marketers can measure and report on
Pipeline Velocity
marketers to report on how their
marketing effort impacts the high and
low points of pipeline acceleration
Pipeline velocity combines all of these
numbers in one to show if marketing
increases or decreases sales speed
This is a missed opportunity for
Revenue Marketers are 32x more
likely to Measure Pipeline Velocity(Revenue Marketers vs Activity Marketers)
The One Metric That Separates
Successful Revenue
Marketers from Everyone Else
VELOCITY=Qualified Opportunities() bull Win Rate() bull Deal Size($)
Length of Sales Cycles(days)
23State of Revenue Marketing Report | Heinz Marketing
SELECT THE METRICS YOU TRACK TO MEASURE DEMAND GENERATION PROGRAMS
CH
AP
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R 0
3
Inquiries Leads MQLs
Revenue
Conversion rates at each stage
Sales pipeline velocity
Number of opportunities
Time between conversion stages
Pipeline Creation
Conversion trending over time
Other (please specify)
10 30 50 70 9020 40 60 80 1000
ROI Measurement Is Key to Revenue
Marketing
C-suite executives will increasingly
demand ROI numbers on overall
marketing budget performance Itrsquos
critical for planning and adjustments
Budgets are routinely adjusted up or
down When that happens executives
want to understand the impact to the
business and right now not enough
marketers can provide the answer
Whatrsquos alarming is that
53 of marketers canrsquot measure or are unsure of their ROI
24State of Revenue Marketing Report | Heinz Marketing
Less than 1x ROI 1-2x ROI Over 2x ROI
Revenue Marketers
Pipeline Marketers
Activity Marketers NA
21
31
44
52
35
17
Revenue Marketers are 2x
more likely to have Greater ROI
With marketers who can measure ROI
returns commonly fall in the 15-2x
range That means for every marketing
dollar spent $150 to $2 of revenue is
generated As revenue accountability
grows we expect measuring ROI
performance will also grow as a
requirement because of the implications
in setting budgets
CH
AP
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R 0
3
25State of Revenue Marketing Report | Heinz Marketing
CH
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R 0
3
DOES YOUR CURRENT MARKETING REPORTING AND ANALYSIS PROVIDE THE
INFORMATION YOUR EXECUTIVES BOARD AND INVESTORS EXPECT
Partially
Itrsquos a moving target Wersquore Struggling
Yes
No
Not Sure
10 30 50 70 9020 40 60 80 1000
Most alarming is that 34 of marketers
arenrsquot providing the proper analysis and
reports expected of them Perhaps they
donrsquot know whatrsquos expected of them or
the expectations change so much itrsquos a
moving target for marketers
The Big Marketing
and Business Disconnect
Marketers struggle with providing
data and analysis that executive
managers expect
Only 34 of marketers provide the data and analysis the C-suite and board expect
26State of Revenue Marketing Report | Heinz Marketing
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AP
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R 0
3
WHAT MARKETING METRICS ARE YOU CURRENTLY REPORTING TO YOUR C-SUITE
Activity-based metrics
Funnel metrics
Revenue metrics
Other (please specify)
10 30 50 70 9020 40 60 80 1000
Revenue metrics are the top metrics
reported to the C-suite These metrics
include sourced revenue opportunity
creation and pipeline velocity Funnel
metrics which include inquiries qualified
leads and conversion rates are second-
most reported to the C-suite Activity-
based metrics are still highly reported to
executives even though itrsquos difficult to
directly connect to revenue
Which marketing
metrics are you currently
reporting to your C-suite
27State of Revenue Marketing Report | Heinz Marketing
Revenue Marketing Technology and Data
04
28State of Revenue Marketing Report | Heinz Marketing
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R 0
4
Marketers Live in Spreadsheet Hell CRM and
Marketing Automation
Offer Limited Reporting
Marketers canrsquot live without
spreadsheets or slide decks even
when measuring and managing
revenue pipelines The main reasons
for using tools like Microsoft Office
Excel PowerPoint and Google Docs
is the need to compile data perform
calculations and make it
presentable and consumable for a
broader audience
CRM and marketing automation are
the third and fourth most used tools for
analytics and pipeline management
Business Intelligence is a distant fifth in
tools used
Marketing technology vendors can
innovate their analytics capabilities to
make it easier for marketers to conduct
analysis within the systems of record
Spreadsheets and slide decks will
likely always be a part of the marketing
toolset However based on
responses to this benchmark survey
itrsquos likely that disparate tools require
significant amounts of time each month
to gather analyze and communicate
data which takes marketers away from
driving revenue
WHAT TECHNOLOGIES DO YOU USE FOR MARKETING ANALYTICS AND PIPELINE MANAGEMENT
Spreadsheets (ExcelGoogle)
Customer Data Platform
PowerPoint
Data Warehouse Data Lake
CRM
Business Intelligence
Marketing Automation
Marketing Performance
Other (please specify)
10 30 50 70 9020 40 60 80 1000
29State of Revenue Marketing Report | Heinz Marketing
48 44 8
Spreadsheets CRM MAP Purpose Built
Revenue Marketers
Pipeline Marketers
Activity Marketers
21
32
45
56
34
12
Revenue Marketers are 28x more
likely to Centralize Data and Automate Reporting using purpose-built tools such as
Customer Data Platforms (Revenue Marketers vs Pipeline Marketers)
USE OF TECHNOLOGIES FOR MARKETING ANALYTICS amp PIPELINE MANAGEMENT
CH
AP
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R 0
4
30State of Revenue Marketing Report | Heinz Marketing
67 21 12
None Google Analytics Revenue Attribution (CaliberMind
Bizible BrightFunnel etc)
Revenue Marketers
Pipeline Marketers
Activity Marketers
6
36
30
44
64
20
USE OF ATTRIBUTION TECHNOLOGY
Attribution Adoption
Has a Long Way to Go
Response to this question included a variety of technologies and indicates
attribution adoption has a long way to go with nearly 41 of marketers not using any
attribution technology Attribution is a critical tool in measuring revenue performance
and ROI We anticipate increased requirements for marketers with attribution analysis
skills and tools usage
Revenue Marketers are 32x more
likely to use Revenue Attribution Technology (Revenue Marketers vs Demand Marketers)
CH
AP
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R 0
4
31State of Revenue Marketing Report | Heinz Marketing
ABM is a Go To Market
Strategy Not a Tech Category
More organizations are pursuing
ABM as a strategy each year as
confidence grows and best practices
are learned However a significant
number of organizations are pursuing
ABM programs without focused tools
and technologies This makes sense
because account-based marketing is
a strategy and process ndash more than an
individual technology platform There
are many technology vendors with ABM
solutions which can support pieces of
an overall ABM strategy This response
potentially shows that ABM solutions
have significant room for growth ndash as
long as the tools support the strategy
53 of marketers are engaged in account-based marketing (ABM) at some level
CH
AP
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R 0
4
32State of Revenue Marketing Report | Heinz Marketing
89 11
None ABM Tech (CaliberMind Engagio Demandbase Terminus etc)
Revenue Marketers
Pipeline Marketers
Activity Marketers
43
65
57
35
USE OF DEDICATED ABM TECHNOLOGY
Revenue Marketers
are 16x more likely to use
Account-Based-Marketing Technology (Revenue Marketers vs Pipeline Marketers)
CH
AP
TE
R 0
4
33State of Revenue Marketing Report | Heinz Marketing
01 03 05 07 0902 04 06 08 10
Siloed Marketing and Sales Data Is The Enemy of Revenue Marketing
the customer relationship management
(CRM) and marketing automation
platform (MAP) data to help them
achieve revenue objectives
Marketers are moderately confident in
their CRM and marketing systems data
Data fuels overall marketing
effectiveness Without quality data
sales pipelines will flounder simply
because there isnrsquot enough information
to focus marketing and sales efforts on
the right audience Data management is
hard and often a low priority This shows
in confidence levels marketers have in
HOW CONFIDENT ARE YOU IN THE QUALITY OF YOUR CRM AND
MARKETING DATA TO HELP ACHIEVE YOUR REVENUE OBJECTIVES
0CH
AP
TE
R 0
4
34State of Revenue Marketing Report | Heinz Marketing
What Makes Revenue Marketers Tick
LAST LOOK
35State of Revenue Marketing Report | Heinz Marketing
ALIGNING WITH SALES
ON REVENUE CYCLE
INTEGRATING TECH
CENTRALIZING REVENUE DATA
AUTOMATING REPORTS
MEASURING amp
FORECASTING
Revenue Marketers vs
Activity Marketers are
25xRevenue Marketers vs
Activity Marketers are
28xRevenue Marketers vs
Activity Marketers are
32x
more likely to integrate their
tech centralize revenue data
and automate reporting
more likely to be able to forecast
marketing performance and
measure Pipeline Velocity
more likely to align with sales
on the Revenue Cycle
From embracing organizational change to integrating tech stacks centralizing data
automating reports and pushing the boundaries of audience activation Revenue
Marketers stand out from the pack
36State of Revenue Marketing Report | Heinz Marketing
What Revenue Marketers Do that Separate Them from Everybody Else
They measure to improve
not to prove
They measure and report on
volume value and velocity
(last one is key)
They integrate tech stacks
with ease (using a CDP or
other technologies)
They centralize data (using a CDP
or other technologies)
They are independent of IT and BI
teams and can answer marketing
and sales questions close to real
time even before sales
They automate their marketing
and sales enablement from fixing
and enriching data to scoring
and routing leads and accounts
to attribution and ICP and alerting
sales in real time
They use a mix of go-to-market
(GTM) strategies to optimize for
revenue (aka Hybrid ABM)
They support sales all the way
down to ClosedWon and beyond
(upsellcross-sell)
They work closely with
marketing ops
They commit to 30 or more of
actual revenue and bookings not
just pipeline
They are highly confident in their
ability to hit the revenue target
They work backwards from a
revenue goal using GQMD (Goal
Question Metric Data)
They set their target and commit
numbers early on in the quarter
and are using revenue marketing
software to forecast against it with
trending data week over week
month over month etc
37State of Revenue Marketing Report | Heinz Marketing
Revenue MarketingAssessment
APPENDIX A
Data from this report was used to create our benchmark tool
A complimentary easy self-assessment tool is available online
to help marketers benchmark their revenue marketing maturity
against peers and receive best practices and next steps to
advance their skills
38State of Revenue Marketing Report | Heinz Marketing
MARKETING CHARACTERISTICS
Activity Marketers (33) Pipeline Marketers (45) Revenue Marketers (22)
Accountable for Leads MQLs Activities Pipeline Sourced Influenced RevenueBookings
Revenue Cycle amp Goal NAFunnel Metrics
10 - 30
Funnel + Revenue Metrics
gt 30
GTM Strategy Lead Generation Demand Generation ABM Demand Hybrid ABM PQL
Team Varies Marketing Ops Marketing Ops Analyst BI
Measuring Volume Volume Value Volume Value Velocity
Reporting Past Past Present (Real-time) Past Present Future
(Forecasting)
Attribution ROI NA or First LastWeighted Multi-touch
ROI gt 15x
Algorithmic
ROI gt 2x
Tech Stack
amp Automation
Basic siloed
Basic email automation
CRM - MAP 11 Sync
native connectors
Using point tools to automate
some tasks such as emails and
nurturing
2-way API
integration (Read Write)
Using multi-step automation to fix
data enrich leads segment ideal
customers build target account
lists alert sales and more
Marketing
amp Sales Data
Siloed using spreadsheets
multiple dashboardsCRM MAP reports
One automated dashboard
for any and all revenue data
(aka Single Source of Truth)
(marketing sales product
customer success)
Marketing
amp Sales AlignmentMisaligned lsquoGot leadsrsquo Semi-aligned
Fully-aligned on one
revenue number
39State of Revenue Marketing Report | Heinz Marketing
WHATrsquoS NEXT
Improve your Revenue Marketing skills with our online self assessment tool
Find out how you stack up against your peers and uncover more insights on
marketing measurment analytics revenue attribution ROI and workflow automation
Wersquove used all the benchmarking data from this report to create an easy to use
online self assessment tool that you can use
TAKE THE ASSESSMENT
40State of Revenue Marketing Report | Heinz Marketing
Survey Demographics
241 Benchmark Survey respondents represent a cross-section
of industries company sizes roles and market focus Marketers
who work for large medium and small organizations as well as
those who focus on enterprise mid-market and small business
are all represented Additionally most respondents work in
B2B marketing operations demand generation or VPCMO
roles The responses provide a valuable cross-section of input
on the priorities challenges faced capabilities and objectives
41State of Revenue Marketing Report | Heinz Marketing
ROLE WITHIN MARKETING
205 CMO VP of Marketing
1967 Marketing Operations
1213 Demand Generation
10 C-level Executive
SIZE OF MARKETING TEAMS
36 have 1-3 people
22 have 4-5 people
15 have 6-10 people
26 have 11 or more people
TOP INDUSTRIES
44 Tech
22 Professional Services
9 Manufacturing
COMPANY SIZE
25 1-25 employees
45 26-500 employees
15 501-2500 employees
15 Over 2500 employees
MARKET SEGMENT FOCUS
18 Small Business
39 Mid-Market
42 Enterprise
42State of Revenue Marketing Report | Heinz Marketing
A Heinz Marketing Report Commissioned By CaliberMind
ABOUT HEINZ MARKETING
Heinz Marketing is a B2B marketing and sales acceleration
firm that delivers measurable revenue results Every strategy
tactic and action has a specific measured purpose Instead
of focusing on the activities we focus on the outcomes
What really matters is sales pipeline closing business and
accelerating revenue Follow us on Twitter HeinzMarketing
httpswwwheinzmarketingcom
ABOUT CALIBERMIND
CaliberMind is the leading B2B Customer Data Platform for
Revenue Marketers By bringing together data analytics
attribution and smart workflow automation CaliberMind
empowers marketing and sales teams to grow revenue
faster together FREE to try easy to buy and use and 100
UnMarTech
httpswwwcalibermindcom
All rights reserved No part of this
publication may be reproduced or
transmitted in any form or by any
means electronic or mechanical
including photocopy recording or
any information storage and retrieval
system without prior permission in
writing from the publisher
Copyright copyCaliberMind Inc 2018
2State of Revenue Marketing Report | Heinz Marketing
In our first annual ldquoState of Revenue Marketingrdquo report Heinz Marketing surveyed
over 200 B2B marketing leaders in the United States to explore how the best
marketers think about measure report on and operationalize revenue marketing
using data analytics and automation to meet their company revenue goals
Throughout this report Revenue Marketers are defined as those who are
accountable for 30 or more of actual revenue and bookings and are lsquohighly
confidentrsquo in hitting their revenue goal
Data in this report is from a blind survey conducted in August 2018 that generated
241 responses from full-time marketing leaders in the United States mdash those
holding a manager or higher leadership in demand ops and marketing roles within
their organization
Therersquos more to this report than just insights and trends Yoursquoll also find a Revenue
Marketing Maturity Modeltrade in the Appendix and an online self-assessment tool
powered by CaliberMind that you can take here
The assessment will help you benchmark your team against peers and receive best
practices and next steps to improve your revenue marketing skills
Methodology
About This Report
How is This Report Different
Wersquod like to thank The Pedowitz Group for their contributions to Revenue Marketing
where theyrsquove spent years advocating for and helping marketers fuel revenue for
their organizations
The Pedowitz Group (TPG) is a Revenue Marketing consulting firm headquartered
near Atlanta Ga TPG believes that Marketing is the driver of customer engagement
that fuels the revenue engine Many of todayrsquos successful CMOs are operationalizing
business accountability digital transformation and the customer experience through
marketing operations
Revenue Marketing amp The Pedowitz Group
3State of Revenue Marketing Report | Heinz Marketing
Activity Marketers
Not accountable for
revenue contribution
Pipeline Marketers
Accountable for revenue pipeline
sourced or influenced for up to 30
of revenue are lsquonot confidentrsquo or
lsquosomehow confidentrsquo in hitting their
revenue goal
Revenue Marketers
Accountable for 30 or more of actual
revenue and bookings and are lsquohighly
confidentrsquo in hitting their revenue goal45
33
22
Revenue Marketers represent 22 of the overall
survey population
For additional demographics please refer to page 41
Breakdown of Revenue
Marketing Levels
4State of Revenue Marketing Report | Heinz Marketing
Introduction
Executive Summary
Revenue Marketing Objectives Accountability and Challenges
The Revenue Marketing Operations Team Analytics Skills and Capabilities
Measuring What Matters for Revenue Marketing Performance
Revenue Marketing Technology amp Data
Last Look What Makes Revenue Marketers Tick
Appendix A Revenue Marketing Maturity Modeltrade
Whatrsquos Next Revenue Marketing Self-Assessment
Survey Demographics
01
02
03
04
Table of Contents
5State of Revenue Marketing Report | Heinz Marketing
B2B marketers are standing at the
crossroads between opportunity and
challenge The C-suite wants more
accountability for marketing
spend but at the same time the
multi-channel sales cycle is becoming
increasingly complicated
A growing cadre of B2B marketers is
responding to this tension by rethinking
B2B marketing basics such as KPIs
budgets and customer journeys These
marketers are part of a trend known as
Revenue Marketing
Revenue Marketing is a systematic
approach to identifying the drivers
and barriers to revenue rigorously
measuring them and then pulling the
marketing levers using data analytics
and automation to optimize marketing
ROI and top-line growth
As a business strategy Revenue
Marketing requires the right mix of
people process and technology in
order to drive real revenue growth
Marketing automation is certainly
one enabling technology but not the
only one Revenue Marketers use all
kinds of tools to drive revenue mdash from
Customer Data Platforms for data
centralization and self-service analytics
to workflow automation and attribution
But even more important than investing
in technology is the development of
business practices that are universally
accepted and followed
Our report shows that Revenue Marketers
clearly define and document the revenue
cycle they centralize data integrate their
tech stack and automate workflows As
a result they have a higher confidence in
hitting their revenue goal
Introduction
Activity Marketers Pipeline Marketers Revenue Marketers
Revenue Metric NA Pipeline Sourced Revenue Bookings
Revenue Goal NA 10 - 30 gt30
Confidence in Hitting Revenue Goal NA Moderate Strong
6State of Revenue Marketing Report | Heinz Marketing
Revenue Accountability Continues to Grow but Marketers
Struggle to Hit Revenue Goals
B2B marketers are increasingly accountable for revenue CMOs and VPs are
expected to show measurable results and those who canrsquot deliver have some of
the shortest tenure of any C-suite executive This means B2B marketers at all levels
must focus on sourcing a specific percentage of overall revenue while helping build
the sales pipeline with qualified opportunities This is a massive shift from traditional
activity-based marketing or marketing communications to one that enables the
revenue success of the entire organization mdash more so than even sales
See page 9
Poorly Defined Revenue Cycle Manual Reporting Siloed Marketing Tech and
Data Stand in the Way of Revenue Marketing
B2B marketers face multiple challenges that hinder success in revenue marketing
Poorly defined revenue cycles manual reporting and siloed marketing and sales
tech and data are some of the challenges that stand in the way Reporting has
become inefficient and burdensome as a result of inefficient CRM and marketing
automation systems poorly defined data requirements from management and
inadequate skills
See page 20
01
02
FIVE KEY TAKEAWAYS
Executive Summary
7State of Revenue Marketing Report | Heinz Marketing
Measurement and Analytics Evolve from Reporting on the Past to
Forecasting the Future
Revenue marketers are moving from reporting and analyzing past and present marketing
performance to setting targets commits and forecasting the future That means skills
process and tools will all need to improve to serve the needs of revenue marketers
See page 21
Marketing Ops Your Revenue Operators
Marketing Ops has emerged as an increasingly strategic function to lead the revenue
marketing effort Marketing Ops builds and runs the campaigns manages data
analyzes results and ensures effective technology use The survey shows how much
CMOs need Marketing Operations to drive measure results and navigate to future
revenue marketing success
See page 13
Revenue Marketers Embrace Martech Integration Data
Centralization and Workflow Automation
Analytics and workflow automation are where revenue marketers expect the most
growth in the next two years Internally revenue marketers view automation as a way
to creating more efficiency in their operations Marketers see it as a way to get more
from their data and ramp up analytics without burdening their teams
See page 29
03
04
05
8State of Revenue Marketing Report | Heinz Marketing
Revenue Marketing Objectives Accountability and Challenges
01
9State of Revenue Marketing Report | Heinz Marketing
03
CH
AP
TE
R 0
1
TOP 3 OBJECTIVES FOR REVENUE MARKETING IN 2018-2019Revenue Marketing Objectives
Revenue Marketing
Accountability
Prove marketing
contribution
to revenue
Measure and
report on
marketing ROI
Improve
existing marketing
campaigns
01 02
B2B marketers are increasingly
accountable for revenue CMOs and
VPs are expected to show measurable
results and those who canrsquot deliver
have some of the shortest tenures in
the C-suite This means B2B marketers
at all levels must focus on sourcing a
specific percentage of overall revenue
and while helping build the sales
pipeline with qualified opportunities
This is a massive shift from traditional
activity-based marketing or marketing
communications to one that enables
the revenue success of the entire
organization ndash more so than even sales
67 of B2B marketers are accountable for revenue performance or contribution
gt30 Marketing Sourced Revenue for Revenue Marketers
Revenue Goals
10State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
1
Revenue Priorities
Even though marketers increasingly focus on revenue
performance lead generation weighs heavily This year more
marketers are looking to drive revenue from existing accounts
(cross-sell and upsell)
Revenue Marketers are 65x more likely to grow revenue from existing customer accounts (Revenue Marketers vs Lead Marketers)
Revenue Marketers have the highest
percentage of marketing-sourced
revenue through new accounts
ahead of both Pipeline Marketers
and Activity Marketers However
Revenue Marketers also grow revenue
throughout the entire customer
lifecycle through upsells and cross-
sells driving the highest percentage
of revenue influence from existing
customer accounts
Pipeline Marketers
Pipeline Marketers
Pipeline Marketers
Activity Marketers
Activity Marketers
Activity Marketers
Marketing-sourced revenue through new accounts
78
69
32
64
Generate more leads
94
36
78
34
12
Revenue influence from existing customer accounts
Revenue Marketers
Revenue Marketers
Revenue Marketers
11State of Revenue Marketing Report | Heinz Marketing
Marketers at all performance levels
struggle with lack of data and analytics
skills in their quest to grow revenue
For Revenue Marketers the main
challenges are poorly managed
marketing technology and siloed data
Many factors play into how much confidence B2B marketers have in achieving a
revenue goal Strategy people skills and capabilities organizational alignment
management budget data and technology are just a few Our research shows that
Revenue Marketers have a much higher level of confidence in their ability to hit their
organizationrsquos revenue goals compare to Activity and Pipeline Marketers
TOP REVENUE MARKETING CHALLENGES BY PERFORMANCE LEVEL
For Lead Marketers that arenrsquot quite as
far down the revenue path they struggle
more with foundational issues such a
clear definition of the revenue cycle
Revenue Marketing
Challenges
Revenue Marketing
Confidence
Activity Marketers Pipeline Marketers Revenue Marketers
01Poorly defined or lack
of revenue cycle
Lack of data and
analytics skillsLack of data and analytics skills
02Lack of data and
analytics skills
Poorly defined or lack
of revenue cycle
Poorly managed silos of marketing
and sales tech and data
03Poorly managed silos of marketing
and sales tech and data
Poorly managed silos of marketing
and sales tech and data
Poorly defined or lack
of revenue cycle
CH
AP
TE
R 0
1
12State of Revenue Marketing Report | Heinz Marketing
The Revenue Marketing Operations Team Analytics Skills and Capabilities
02
13State of Revenue Marketing Report | Heinz Marketing
Marketing Ops Your Revenue Marketing Operators
CH
AP
TE
R 0
2
generation managing data measuring
results and providing analytical insights
in the business However skills and
capabilities must evolve and grow
in order for Marketing Operations to
provide the necessary strategic value
for the business Marketing Operations
after all goes well beyond pulling
marketing technology levers and
pushing buttons
Just a few years ago there wasnrsquot
a function known as ldquomarketing
operationsrdquo Now companies of
all sizes are hiring marketers and
building teams that focus heavily on
driving the demand generation and
pipeline management strategy through
technology and data management
Marketing Operations will continue
to grow in strategic value simply
because of the core focus on revenue
14State of Revenue Marketing Report | Heinz Marketing
03
CH
AP
TE
R 0
2
THE TOP THREE MARKETING FUNCTIONS IN
CHARGE OF ANALYZING REVENUE MARKETING
Marketing
Operations
(31)
CMO or
Marketing VP
(22)
Demand
Generation
(11)
01 02
Marketing Operations is most commonly
identified as the functional role that
owns revenue data analysis However
subsequent responses show that
Marketing Operations pros may not
have the quality data or skills to present
detailed and sophisticated analysis
for internal stakeholders such as the
C-suite investors or board members
CMOs or VPs are ranked second in
charge of owning Revenue Marketing
data analysis This is revealing because
ultimately the CMO or Marketing VP is
accountable for revenue results and the
detailed analysis that all stakeholders rely
on to make better business decisions
58 of marketing teams have dedicated full-time marketing and sales operations
15State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
2
Revenue Marketers ensure that their
processes are as efficient as possible
so they can keep their focus on growing
the bottom line Because Revenue
Marketers automate reporting they
spend half the time on those processes
than Pipeline Marketers who manually
pull data and reports
1-2 Days 3-5 Days Over 5 Days
Revenue Marketers
Pipeline Marketers
Activity Marketers
76
38
13
11
44
23
13
18
64
Revenue Marketers Automate Reporting
16State of Revenue Marketing Report | Heinz Marketing
Revenue Marketers spend
2 days a month on average pulling
data and preparing Revenue Marketing reports compare
to 5 days a month on average for
Demand Marketers
data requirements from management
inadequate skills and the overall
demands of B2B marketers in day-to-
day operations
This data indicates how inefficient and
burdensome reporting has become
There are many reasons for this
including inefficient CRM and marketing
automation systems poorly defined CH
AP
TE
R 0
2
17State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
2
01 03 05 07 0902 04 06 08 10
Marketing Ops Lack the Data and Analytics Skills Required for Revenue Marketing
Successful Marketing Ops pros will
have strong analysis capability That
means the ability to collect and manage
the right data but also to analyze and
interpret the results with the CMO
Marketing Operations pros are likely
strongest in managing the marketing
tech stack and implementing programs
and weaker in revenue analysis
Marketers give themselves moderately
proficient ratings in our survey
SCALE 1-10 HOW PROFICIENT IS YOUR MARKETING TEAM
ANALYZING MARKETING DATA
(1 not proficient 5 moderately proficient and 10 highly proficient)
0
18State of Revenue Marketing Report | Heinz Marketing
(Basic) Reporting on past performance and activity metrics
92
76
38
68
(Intermediate) Reporting and analysis of historical and current performance
29
84
40
17
6
(Advanced) Reporting and analysis models that can forecast future performance
Revenue Marketers are 24x
more likely to Forecast Revenue Performance (Revenue Marketers vs Demand Marketers)
CH
AP
TE
R 0
2
Pipeline Marketers
Pipeline Marketers
Pipeline Marketers
Activity Marketers
Activity Marketers
Activity Marketers
Revenue Marketers
Revenue Marketers
Revenue Marketers
19State of Revenue Marketing Report | Heinz Marketing
Measuring What Matters for Revenue Marketing Performance
03
20State of Revenue Marketing Report | Heinz Marketing
31
CH
AP
TE
R 0
3
CLEARLY DEFINED REVENUE CYCLE
Revenue
Marketers
Pipeline
Marketers
Activity
Marketers
83 54
An entire organization should align
behind the full funnel marketing stages
for driving revenue If marketing has a
flavor of stages while sales uses another
flavor inefficiencies will develop and
result in missed revenue targets
Revenue Marketers are 25x more
likely to have Clearly Defined and Documented Revenue Cycle(Revenue Marketers vs Activity Marketers)
Well-Defined and Documented
Revenue Cycle Is Key to Revenue
Marketing
21State of Revenue Marketing Report | Heinz Marketing
TOP MARKETING METRICS BY PERFORMANCE LEVEL
Activity Marketers Pipeline Marketers Revenue Marketers
01 LeadMQL Pipeline Sourced Influenced RevenueBookings
02 NA RevenueBookings Pipeline Sourced Influenced
03 NA LeadMQL LeadMQL
CH
AP
TE
R 0
3
For Revenue Marketers Revenue Metrics Are All That Matter
remains LeadMQL since at this level of
performance itrsquos hard for marketers to
measure and prove revenue impact
Revenue Marketers naturally rank
revenue metrics much higher than Lead
MQL For Lead Marketers the top metric
22State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
3
While most marketers now measure
volume (leads clicks content
downloads etc) and some measure
value (pipeline ROI etc) most Revenue
Marketers can measure and report on
Pipeline Velocity
marketers to report on how their
marketing effort impacts the high and
low points of pipeline acceleration
Pipeline velocity combines all of these
numbers in one to show if marketing
increases or decreases sales speed
This is a missed opportunity for
Revenue Marketers are 32x more
likely to Measure Pipeline Velocity(Revenue Marketers vs Activity Marketers)
The One Metric That Separates
Successful Revenue
Marketers from Everyone Else
VELOCITY=Qualified Opportunities() bull Win Rate() bull Deal Size($)
Length of Sales Cycles(days)
23State of Revenue Marketing Report | Heinz Marketing
SELECT THE METRICS YOU TRACK TO MEASURE DEMAND GENERATION PROGRAMS
CH
AP
TE
R 0
3
Inquiries Leads MQLs
Revenue
Conversion rates at each stage
Sales pipeline velocity
Number of opportunities
Time between conversion stages
Pipeline Creation
Conversion trending over time
Other (please specify)
10 30 50 70 9020 40 60 80 1000
ROI Measurement Is Key to Revenue
Marketing
C-suite executives will increasingly
demand ROI numbers on overall
marketing budget performance Itrsquos
critical for planning and adjustments
Budgets are routinely adjusted up or
down When that happens executives
want to understand the impact to the
business and right now not enough
marketers can provide the answer
Whatrsquos alarming is that
53 of marketers canrsquot measure or are unsure of their ROI
24State of Revenue Marketing Report | Heinz Marketing
Less than 1x ROI 1-2x ROI Over 2x ROI
Revenue Marketers
Pipeline Marketers
Activity Marketers NA
21
31
44
52
35
17
Revenue Marketers are 2x
more likely to have Greater ROI
With marketers who can measure ROI
returns commonly fall in the 15-2x
range That means for every marketing
dollar spent $150 to $2 of revenue is
generated As revenue accountability
grows we expect measuring ROI
performance will also grow as a
requirement because of the implications
in setting budgets
CH
AP
TE
R 0
3
25State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
3
DOES YOUR CURRENT MARKETING REPORTING AND ANALYSIS PROVIDE THE
INFORMATION YOUR EXECUTIVES BOARD AND INVESTORS EXPECT
Partially
Itrsquos a moving target Wersquore Struggling
Yes
No
Not Sure
10 30 50 70 9020 40 60 80 1000
Most alarming is that 34 of marketers
arenrsquot providing the proper analysis and
reports expected of them Perhaps they
donrsquot know whatrsquos expected of them or
the expectations change so much itrsquos a
moving target for marketers
The Big Marketing
and Business Disconnect
Marketers struggle with providing
data and analysis that executive
managers expect
Only 34 of marketers provide the data and analysis the C-suite and board expect
26State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
3
WHAT MARKETING METRICS ARE YOU CURRENTLY REPORTING TO YOUR C-SUITE
Activity-based metrics
Funnel metrics
Revenue metrics
Other (please specify)
10 30 50 70 9020 40 60 80 1000
Revenue metrics are the top metrics
reported to the C-suite These metrics
include sourced revenue opportunity
creation and pipeline velocity Funnel
metrics which include inquiries qualified
leads and conversion rates are second-
most reported to the C-suite Activity-
based metrics are still highly reported to
executives even though itrsquos difficult to
directly connect to revenue
Which marketing
metrics are you currently
reporting to your C-suite
27State of Revenue Marketing Report | Heinz Marketing
Revenue Marketing Technology and Data
04
28State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
4
Marketers Live in Spreadsheet Hell CRM and
Marketing Automation
Offer Limited Reporting
Marketers canrsquot live without
spreadsheets or slide decks even
when measuring and managing
revenue pipelines The main reasons
for using tools like Microsoft Office
Excel PowerPoint and Google Docs
is the need to compile data perform
calculations and make it
presentable and consumable for a
broader audience
CRM and marketing automation are
the third and fourth most used tools for
analytics and pipeline management
Business Intelligence is a distant fifth in
tools used
Marketing technology vendors can
innovate their analytics capabilities to
make it easier for marketers to conduct
analysis within the systems of record
Spreadsheets and slide decks will
likely always be a part of the marketing
toolset However based on
responses to this benchmark survey
itrsquos likely that disparate tools require
significant amounts of time each month
to gather analyze and communicate
data which takes marketers away from
driving revenue
WHAT TECHNOLOGIES DO YOU USE FOR MARKETING ANALYTICS AND PIPELINE MANAGEMENT
Spreadsheets (ExcelGoogle)
Customer Data Platform
PowerPoint
Data Warehouse Data Lake
CRM
Business Intelligence
Marketing Automation
Marketing Performance
Other (please specify)
10 30 50 70 9020 40 60 80 1000
29State of Revenue Marketing Report | Heinz Marketing
48 44 8
Spreadsheets CRM MAP Purpose Built
Revenue Marketers
Pipeline Marketers
Activity Marketers
21
32
45
56
34
12
Revenue Marketers are 28x more
likely to Centralize Data and Automate Reporting using purpose-built tools such as
Customer Data Platforms (Revenue Marketers vs Pipeline Marketers)
USE OF TECHNOLOGIES FOR MARKETING ANALYTICS amp PIPELINE MANAGEMENT
CH
AP
TE
R 0
4
30State of Revenue Marketing Report | Heinz Marketing
67 21 12
None Google Analytics Revenue Attribution (CaliberMind
Bizible BrightFunnel etc)
Revenue Marketers
Pipeline Marketers
Activity Marketers
6
36
30
44
64
20
USE OF ATTRIBUTION TECHNOLOGY
Attribution Adoption
Has a Long Way to Go
Response to this question included a variety of technologies and indicates
attribution adoption has a long way to go with nearly 41 of marketers not using any
attribution technology Attribution is a critical tool in measuring revenue performance
and ROI We anticipate increased requirements for marketers with attribution analysis
skills and tools usage
Revenue Marketers are 32x more
likely to use Revenue Attribution Technology (Revenue Marketers vs Demand Marketers)
CH
AP
TE
R 0
4
31State of Revenue Marketing Report | Heinz Marketing
ABM is a Go To Market
Strategy Not a Tech Category
More organizations are pursuing
ABM as a strategy each year as
confidence grows and best practices
are learned However a significant
number of organizations are pursuing
ABM programs without focused tools
and technologies This makes sense
because account-based marketing is
a strategy and process ndash more than an
individual technology platform There
are many technology vendors with ABM
solutions which can support pieces of
an overall ABM strategy This response
potentially shows that ABM solutions
have significant room for growth ndash as
long as the tools support the strategy
53 of marketers are engaged in account-based marketing (ABM) at some level
CH
AP
TE
R 0
4
32State of Revenue Marketing Report | Heinz Marketing
89 11
None ABM Tech (CaliberMind Engagio Demandbase Terminus etc)
Revenue Marketers
Pipeline Marketers
Activity Marketers
43
65
57
35
USE OF DEDICATED ABM TECHNOLOGY
Revenue Marketers
are 16x more likely to use
Account-Based-Marketing Technology (Revenue Marketers vs Pipeline Marketers)
CH
AP
TE
R 0
4
33State of Revenue Marketing Report | Heinz Marketing
01 03 05 07 0902 04 06 08 10
Siloed Marketing and Sales Data Is The Enemy of Revenue Marketing
the customer relationship management
(CRM) and marketing automation
platform (MAP) data to help them
achieve revenue objectives
Marketers are moderately confident in
their CRM and marketing systems data
Data fuels overall marketing
effectiveness Without quality data
sales pipelines will flounder simply
because there isnrsquot enough information
to focus marketing and sales efforts on
the right audience Data management is
hard and often a low priority This shows
in confidence levels marketers have in
HOW CONFIDENT ARE YOU IN THE QUALITY OF YOUR CRM AND
MARKETING DATA TO HELP ACHIEVE YOUR REVENUE OBJECTIVES
0CH
AP
TE
R 0
4
34State of Revenue Marketing Report | Heinz Marketing
What Makes Revenue Marketers Tick
LAST LOOK
35State of Revenue Marketing Report | Heinz Marketing
ALIGNING WITH SALES
ON REVENUE CYCLE
INTEGRATING TECH
CENTRALIZING REVENUE DATA
AUTOMATING REPORTS
MEASURING amp
FORECASTING
Revenue Marketers vs
Activity Marketers are
25xRevenue Marketers vs
Activity Marketers are
28xRevenue Marketers vs
Activity Marketers are
32x
more likely to integrate their
tech centralize revenue data
and automate reporting
more likely to be able to forecast
marketing performance and
measure Pipeline Velocity
more likely to align with sales
on the Revenue Cycle
From embracing organizational change to integrating tech stacks centralizing data
automating reports and pushing the boundaries of audience activation Revenue
Marketers stand out from the pack
36State of Revenue Marketing Report | Heinz Marketing
What Revenue Marketers Do that Separate Them from Everybody Else
They measure to improve
not to prove
They measure and report on
volume value and velocity
(last one is key)
They integrate tech stacks
with ease (using a CDP or
other technologies)
They centralize data (using a CDP
or other technologies)
They are independent of IT and BI
teams and can answer marketing
and sales questions close to real
time even before sales
They automate their marketing
and sales enablement from fixing
and enriching data to scoring
and routing leads and accounts
to attribution and ICP and alerting
sales in real time
They use a mix of go-to-market
(GTM) strategies to optimize for
revenue (aka Hybrid ABM)
They support sales all the way
down to ClosedWon and beyond
(upsellcross-sell)
They work closely with
marketing ops
They commit to 30 or more of
actual revenue and bookings not
just pipeline
They are highly confident in their
ability to hit the revenue target
They work backwards from a
revenue goal using GQMD (Goal
Question Metric Data)
They set their target and commit
numbers early on in the quarter
and are using revenue marketing
software to forecast against it with
trending data week over week
month over month etc
37State of Revenue Marketing Report | Heinz Marketing
Revenue MarketingAssessment
APPENDIX A
Data from this report was used to create our benchmark tool
A complimentary easy self-assessment tool is available online
to help marketers benchmark their revenue marketing maturity
against peers and receive best practices and next steps to
advance their skills
38State of Revenue Marketing Report | Heinz Marketing
MARKETING CHARACTERISTICS
Activity Marketers (33) Pipeline Marketers (45) Revenue Marketers (22)
Accountable for Leads MQLs Activities Pipeline Sourced Influenced RevenueBookings
Revenue Cycle amp Goal NAFunnel Metrics
10 - 30
Funnel + Revenue Metrics
gt 30
GTM Strategy Lead Generation Demand Generation ABM Demand Hybrid ABM PQL
Team Varies Marketing Ops Marketing Ops Analyst BI
Measuring Volume Volume Value Volume Value Velocity
Reporting Past Past Present (Real-time) Past Present Future
(Forecasting)
Attribution ROI NA or First LastWeighted Multi-touch
ROI gt 15x
Algorithmic
ROI gt 2x
Tech Stack
amp Automation
Basic siloed
Basic email automation
CRM - MAP 11 Sync
native connectors
Using point tools to automate
some tasks such as emails and
nurturing
2-way API
integration (Read Write)
Using multi-step automation to fix
data enrich leads segment ideal
customers build target account
lists alert sales and more
Marketing
amp Sales Data
Siloed using spreadsheets
multiple dashboardsCRM MAP reports
One automated dashboard
for any and all revenue data
(aka Single Source of Truth)
(marketing sales product
customer success)
Marketing
amp Sales AlignmentMisaligned lsquoGot leadsrsquo Semi-aligned
Fully-aligned on one
revenue number
39State of Revenue Marketing Report | Heinz Marketing
WHATrsquoS NEXT
Improve your Revenue Marketing skills with our online self assessment tool
Find out how you stack up against your peers and uncover more insights on
marketing measurment analytics revenue attribution ROI and workflow automation
Wersquove used all the benchmarking data from this report to create an easy to use
online self assessment tool that you can use
TAKE THE ASSESSMENT
40State of Revenue Marketing Report | Heinz Marketing
Survey Demographics
241 Benchmark Survey respondents represent a cross-section
of industries company sizes roles and market focus Marketers
who work for large medium and small organizations as well as
those who focus on enterprise mid-market and small business
are all represented Additionally most respondents work in
B2B marketing operations demand generation or VPCMO
roles The responses provide a valuable cross-section of input
on the priorities challenges faced capabilities and objectives
41State of Revenue Marketing Report | Heinz Marketing
ROLE WITHIN MARKETING
205 CMO VP of Marketing
1967 Marketing Operations
1213 Demand Generation
10 C-level Executive
SIZE OF MARKETING TEAMS
36 have 1-3 people
22 have 4-5 people
15 have 6-10 people
26 have 11 or more people
TOP INDUSTRIES
44 Tech
22 Professional Services
9 Manufacturing
COMPANY SIZE
25 1-25 employees
45 26-500 employees
15 501-2500 employees
15 Over 2500 employees
MARKET SEGMENT FOCUS
18 Small Business
39 Mid-Market
42 Enterprise
42State of Revenue Marketing Report | Heinz Marketing
A Heinz Marketing Report Commissioned By CaliberMind
ABOUT HEINZ MARKETING
Heinz Marketing is a B2B marketing and sales acceleration
firm that delivers measurable revenue results Every strategy
tactic and action has a specific measured purpose Instead
of focusing on the activities we focus on the outcomes
What really matters is sales pipeline closing business and
accelerating revenue Follow us on Twitter HeinzMarketing
httpswwwheinzmarketingcom
ABOUT CALIBERMIND
CaliberMind is the leading B2B Customer Data Platform for
Revenue Marketers By bringing together data analytics
attribution and smart workflow automation CaliberMind
empowers marketing and sales teams to grow revenue
faster together FREE to try easy to buy and use and 100
UnMarTech
httpswwwcalibermindcom
All rights reserved No part of this
publication may be reproduced or
transmitted in any form or by any
means electronic or mechanical
including photocopy recording or
any information storage and retrieval
system without prior permission in
writing from the publisher
Copyright copyCaliberMind Inc 2018
3State of Revenue Marketing Report | Heinz Marketing
Activity Marketers
Not accountable for
revenue contribution
Pipeline Marketers
Accountable for revenue pipeline
sourced or influenced for up to 30
of revenue are lsquonot confidentrsquo or
lsquosomehow confidentrsquo in hitting their
revenue goal
Revenue Marketers
Accountable for 30 or more of actual
revenue and bookings and are lsquohighly
confidentrsquo in hitting their revenue goal45
33
22
Revenue Marketers represent 22 of the overall
survey population
For additional demographics please refer to page 41
Breakdown of Revenue
Marketing Levels
4State of Revenue Marketing Report | Heinz Marketing
Introduction
Executive Summary
Revenue Marketing Objectives Accountability and Challenges
The Revenue Marketing Operations Team Analytics Skills and Capabilities
Measuring What Matters for Revenue Marketing Performance
Revenue Marketing Technology amp Data
Last Look What Makes Revenue Marketers Tick
Appendix A Revenue Marketing Maturity Modeltrade
Whatrsquos Next Revenue Marketing Self-Assessment
Survey Demographics
01
02
03
04
Table of Contents
5State of Revenue Marketing Report | Heinz Marketing
B2B marketers are standing at the
crossroads between opportunity and
challenge The C-suite wants more
accountability for marketing
spend but at the same time the
multi-channel sales cycle is becoming
increasingly complicated
A growing cadre of B2B marketers is
responding to this tension by rethinking
B2B marketing basics such as KPIs
budgets and customer journeys These
marketers are part of a trend known as
Revenue Marketing
Revenue Marketing is a systematic
approach to identifying the drivers
and barriers to revenue rigorously
measuring them and then pulling the
marketing levers using data analytics
and automation to optimize marketing
ROI and top-line growth
As a business strategy Revenue
Marketing requires the right mix of
people process and technology in
order to drive real revenue growth
Marketing automation is certainly
one enabling technology but not the
only one Revenue Marketers use all
kinds of tools to drive revenue mdash from
Customer Data Platforms for data
centralization and self-service analytics
to workflow automation and attribution
But even more important than investing
in technology is the development of
business practices that are universally
accepted and followed
Our report shows that Revenue Marketers
clearly define and document the revenue
cycle they centralize data integrate their
tech stack and automate workflows As
a result they have a higher confidence in
hitting their revenue goal
Introduction
Activity Marketers Pipeline Marketers Revenue Marketers
Revenue Metric NA Pipeline Sourced Revenue Bookings
Revenue Goal NA 10 - 30 gt30
Confidence in Hitting Revenue Goal NA Moderate Strong
6State of Revenue Marketing Report | Heinz Marketing
Revenue Accountability Continues to Grow but Marketers
Struggle to Hit Revenue Goals
B2B marketers are increasingly accountable for revenue CMOs and VPs are
expected to show measurable results and those who canrsquot deliver have some of
the shortest tenure of any C-suite executive This means B2B marketers at all levels
must focus on sourcing a specific percentage of overall revenue while helping build
the sales pipeline with qualified opportunities This is a massive shift from traditional
activity-based marketing or marketing communications to one that enables the
revenue success of the entire organization mdash more so than even sales
See page 9
Poorly Defined Revenue Cycle Manual Reporting Siloed Marketing Tech and
Data Stand in the Way of Revenue Marketing
B2B marketers face multiple challenges that hinder success in revenue marketing
Poorly defined revenue cycles manual reporting and siloed marketing and sales
tech and data are some of the challenges that stand in the way Reporting has
become inefficient and burdensome as a result of inefficient CRM and marketing
automation systems poorly defined data requirements from management and
inadequate skills
See page 20
01
02
FIVE KEY TAKEAWAYS
Executive Summary
7State of Revenue Marketing Report | Heinz Marketing
Measurement and Analytics Evolve from Reporting on the Past to
Forecasting the Future
Revenue marketers are moving from reporting and analyzing past and present marketing
performance to setting targets commits and forecasting the future That means skills
process and tools will all need to improve to serve the needs of revenue marketers
See page 21
Marketing Ops Your Revenue Operators
Marketing Ops has emerged as an increasingly strategic function to lead the revenue
marketing effort Marketing Ops builds and runs the campaigns manages data
analyzes results and ensures effective technology use The survey shows how much
CMOs need Marketing Operations to drive measure results and navigate to future
revenue marketing success
See page 13
Revenue Marketers Embrace Martech Integration Data
Centralization and Workflow Automation
Analytics and workflow automation are where revenue marketers expect the most
growth in the next two years Internally revenue marketers view automation as a way
to creating more efficiency in their operations Marketers see it as a way to get more
from their data and ramp up analytics without burdening their teams
See page 29
03
04
05
8State of Revenue Marketing Report | Heinz Marketing
Revenue Marketing Objectives Accountability and Challenges
01
9State of Revenue Marketing Report | Heinz Marketing
03
CH
AP
TE
R 0
1
TOP 3 OBJECTIVES FOR REVENUE MARKETING IN 2018-2019Revenue Marketing Objectives
Revenue Marketing
Accountability
Prove marketing
contribution
to revenue
Measure and
report on
marketing ROI
Improve
existing marketing
campaigns
01 02
B2B marketers are increasingly
accountable for revenue CMOs and
VPs are expected to show measurable
results and those who canrsquot deliver
have some of the shortest tenures in
the C-suite This means B2B marketers
at all levels must focus on sourcing a
specific percentage of overall revenue
and while helping build the sales
pipeline with qualified opportunities
This is a massive shift from traditional
activity-based marketing or marketing
communications to one that enables
the revenue success of the entire
organization ndash more so than even sales
67 of B2B marketers are accountable for revenue performance or contribution
gt30 Marketing Sourced Revenue for Revenue Marketers
Revenue Goals
10State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
1
Revenue Priorities
Even though marketers increasingly focus on revenue
performance lead generation weighs heavily This year more
marketers are looking to drive revenue from existing accounts
(cross-sell and upsell)
Revenue Marketers are 65x more likely to grow revenue from existing customer accounts (Revenue Marketers vs Lead Marketers)
Revenue Marketers have the highest
percentage of marketing-sourced
revenue through new accounts
ahead of both Pipeline Marketers
and Activity Marketers However
Revenue Marketers also grow revenue
throughout the entire customer
lifecycle through upsells and cross-
sells driving the highest percentage
of revenue influence from existing
customer accounts
Pipeline Marketers
Pipeline Marketers
Pipeline Marketers
Activity Marketers
Activity Marketers
Activity Marketers
Marketing-sourced revenue through new accounts
78
69
32
64
Generate more leads
94
36
78
34
12
Revenue influence from existing customer accounts
Revenue Marketers
Revenue Marketers
Revenue Marketers
11State of Revenue Marketing Report | Heinz Marketing
Marketers at all performance levels
struggle with lack of data and analytics
skills in their quest to grow revenue
For Revenue Marketers the main
challenges are poorly managed
marketing technology and siloed data
Many factors play into how much confidence B2B marketers have in achieving a
revenue goal Strategy people skills and capabilities organizational alignment
management budget data and technology are just a few Our research shows that
Revenue Marketers have a much higher level of confidence in their ability to hit their
organizationrsquos revenue goals compare to Activity and Pipeline Marketers
TOP REVENUE MARKETING CHALLENGES BY PERFORMANCE LEVEL
For Lead Marketers that arenrsquot quite as
far down the revenue path they struggle
more with foundational issues such a
clear definition of the revenue cycle
Revenue Marketing
Challenges
Revenue Marketing
Confidence
Activity Marketers Pipeline Marketers Revenue Marketers
01Poorly defined or lack
of revenue cycle
Lack of data and
analytics skillsLack of data and analytics skills
02Lack of data and
analytics skills
Poorly defined or lack
of revenue cycle
Poorly managed silos of marketing
and sales tech and data
03Poorly managed silos of marketing
and sales tech and data
Poorly managed silos of marketing
and sales tech and data
Poorly defined or lack
of revenue cycle
CH
AP
TE
R 0
1
12State of Revenue Marketing Report | Heinz Marketing
The Revenue Marketing Operations Team Analytics Skills and Capabilities
02
13State of Revenue Marketing Report | Heinz Marketing
Marketing Ops Your Revenue Marketing Operators
CH
AP
TE
R 0
2
generation managing data measuring
results and providing analytical insights
in the business However skills and
capabilities must evolve and grow
in order for Marketing Operations to
provide the necessary strategic value
for the business Marketing Operations
after all goes well beyond pulling
marketing technology levers and
pushing buttons
Just a few years ago there wasnrsquot
a function known as ldquomarketing
operationsrdquo Now companies of
all sizes are hiring marketers and
building teams that focus heavily on
driving the demand generation and
pipeline management strategy through
technology and data management
Marketing Operations will continue
to grow in strategic value simply
because of the core focus on revenue
14State of Revenue Marketing Report | Heinz Marketing
03
CH
AP
TE
R 0
2
THE TOP THREE MARKETING FUNCTIONS IN
CHARGE OF ANALYZING REVENUE MARKETING
Marketing
Operations
(31)
CMO or
Marketing VP
(22)
Demand
Generation
(11)
01 02
Marketing Operations is most commonly
identified as the functional role that
owns revenue data analysis However
subsequent responses show that
Marketing Operations pros may not
have the quality data or skills to present
detailed and sophisticated analysis
for internal stakeholders such as the
C-suite investors or board members
CMOs or VPs are ranked second in
charge of owning Revenue Marketing
data analysis This is revealing because
ultimately the CMO or Marketing VP is
accountable for revenue results and the
detailed analysis that all stakeholders rely
on to make better business decisions
58 of marketing teams have dedicated full-time marketing and sales operations
15State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
2
Revenue Marketers ensure that their
processes are as efficient as possible
so they can keep their focus on growing
the bottom line Because Revenue
Marketers automate reporting they
spend half the time on those processes
than Pipeline Marketers who manually
pull data and reports
1-2 Days 3-5 Days Over 5 Days
Revenue Marketers
Pipeline Marketers
Activity Marketers
76
38
13
11
44
23
13
18
64
Revenue Marketers Automate Reporting
16State of Revenue Marketing Report | Heinz Marketing
Revenue Marketers spend
2 days a month on average pulling
data and preparing Revenue Marketing reports compare
to 5 days a month on average for
Demand Marketers
data requirements from management
inadequate skills and the overall
demands of B2B marketers in day-to-
day operations
This data indicates how inefficient and
burdensome reporting has become
There are many reasons for this
including inefficient CRM and marketing
automation systems poorly defined CH
AP
TE
R 0
2
17State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
2
01 03 05 07 0902 04 06 08 10
Marketing Ops Lack the Data and Analytics Skills Required for Revenue Marketing
Successful Marketing Ops pros will
have strong analysis capability That
means the ability to collect and manage
the right data but also to analyze and
interpret the results with the CMO
Marketing Operations pros are likely
strongest in managing the marketing
tech stack and implementing programs
and weaker in revenue analysis
Marketers give themselves moderately
proficient ratings in our survey
SCALE 1-10 HOW PROFICIENT IS YOUR MARKETING TEAM
ANALYZING MARKETING DATA
(1 not proficient 5 moderately proficient and 10 highly proficient)
0
18State of Revenue Marketing Report | Heinz Marketing
(Basic) Reporting on past performance and activity metrics
92
76
38
68
(Intermediate) Reporting and analysis of historical and current performance
29
84
40
17
6
(Advanced) Reporting and analysis models that can forecast future performance
Revenue Marketers are 24x
more likely to Forecast Revenue Performance (Revenue Marketers vs Demand Marketers)
CH
AP
TE
R 0
2
Pipeline Marketers
Pipeline Marketers
Pipeline Marketers
Activity Marketers
Activity Marketers
Activity Marketers
Revenue Marketers
Revenue Marketers
Revenue Marketers
19State of Revenue Marketing Report | Heinz Marketing
Measuring What Matters for Revenue Marketing Performance
03
20State of Revenue Marketing Report | Heinz Marketing
31
CH
AP
TE
R 0
3
CLEARLY DEFINED REVENUE CYCLE
Revenue
Marketers
Pipeline
Marketers
Activity
Marketers
83 54
An entire organization should align
behind the full funnel marketing stages
for driving revenue If marketing has a
flavor of stages while sales uses another
flavor inefficiencies will develop and
result in missed revenue targets
Revenue Marketers are 25x more
likely to have Clearly Defined and Documented Revenue Cycle(Revenue Marketers vs Activity Marketers)
Well-Defined and Documented
Revenue Cycle Is Key to Revenue
Marketing
21State of Revenue Marketing Report | Heinz Marketing
TOP MARKETING METRICS BY PERFORMANCE LEVEL
Activity Marketers Pipeline Marketers Revenue Marketers
01 LeadMQL Pipeline Sourced Influenced RevenueBookings
02 NA RevenueBookings Pipeline Sourced Influenced
03 NA LeadMQL LeadMQL
CH
AP
TE
R 0
3
For Revenue Marketers Revenue Metrics Are All That Matter
remains LeadMQL since at this level of
performance itrsquos hard for marketers to
measure and prove revenue impact
Revenue Marketers naturally rank
revenue metrics much higher than Lead
MQL For Lead Marketers the top metric
22State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
3
While most marketers now measure
volume (leads clicks content
downloads etc) and some measure
value (pipeline ROI etc) most Revenue
Marketers can measure and report on
Pipeline Velocity
marketers to report on how their
marketing effort impacts the high and
low points of pipeline acceleration
Pipeline velocity combines all of these
numbers in one to show if marketing
increases or decreases sales speed
This is a missed opportunity for
Revenue Marketers are 32x more
likely to Measure Pipeline Velocity(Revenue Marketers vs Activity Marketers)
The One Metric That Separates
Successful Revenue
Marketers from Everyone Else
VELOCITY=Qualified Opportunities() bull Win Rate() bull Deal Size($)
Length of Sales Cycles(days)
23State of Revenue Marketing Report | Heinz Marketing
SELECT THE METRICS YOU TRACK TO MEASURE DEMAND GENERATION PROGRAMS
CH
AP
TE
R 0
3
Inquiries Leads MQLs
Revenue
Conversion rates at each stage
Sales pipeline velocity
Number of opportunities
Time between conversion stages
Pipeline Creation
Conversion trending over time
Other (please specify)
10 30 50 70 9020 40 60 80 1000
ROI Measurement Is Key to Revenue
Marketing
C-suite executives will increasingly
demand ROI numbers on overall
marketing budget performance Itrsquos
critical for planning and adjustments
Budgets are routinely adjusted up or
down When that happens executives
want to understand the impact to the
business and right now not enough
marketers can provide the answer
Whatrsquos alarming is that
53 of marketers canrsquot measure or are unsure of their ROI
24State of Revenue Marketing Report | Heinz Marketing
Less than 1x ROI 1-2x ROI Over 2x ROI
Revenue Marketers
Pipeline Marketers
Activity Marketers NA
21
31
44
52
35
17
Revenue Marketers are 2x
more likely to have Greater ROI
With marketers who can measure ROI
returns commonly fall in the 15-2x
range That means for every marketing
dollar spent $150 to $2 of revenue is
generated As revenue accountability
grows we expect measuring ROI
performance will also grow as a
requirement because of the implications
in setting budgets
CH
AP
TE
R 0
3
25State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
3
DOES YOUR CURRENT MARKETING REPORTING AND ANALYSIS PROVIDE THE
INFORMATION YOUR EXECUTIVES BOARD AND INVESTORS EXPECT
Partially
Itrsquos a moving target Wersquore Struggling
Yes
No
Not Sure
10 30 50 70 9020 40 60 80 1000
Most alarming is that 34 of marketers
arenrsquot providing the proper analysis and
reports expected of them Perhaps they
donrsquot know whatrsquos expected of them or
the expectations change so much itrsquos a
moving target for marketers
The Big Marketing
and Business Disconnect
Marketers struggle with providing
data and analysis that executive
managers expect
Only 34 of marketers provide the data and analysis the C-suite and board expect
26State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
3
WHAT MARKETING METRICS ARE YOU CURRENTLY REPORTING TO YOUR C-SUITE
Activity-based metrics
Funnel metrics
Revenue metrics
Other (please specify)
10 30 50 70 9020 40 60 80 1000
Revenue metrics are the top metrics
reported to the C-suite These metrics
include sourced revenue opportunity
creation and pipeline velocity Funnel
metrics which include inquiries qualified
leads and conversion rates are second-
most reported to the C-suite Activity-
based metrics are still highly reported to
executives even though itrsquos difficult to
directly connect to revenue
Which marketing
metrics are you currently
reporting to your C-suite
27State of Revenue Marketing Report | Heinz Marketing
Revenue Marketing Technology and Data
04
28State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
4
Marketers Live in Spreadsheet Hell CRM and
Marketing Automation
Offer Limited Reporting
Marketers canrsquot live without
spreadsheets or slide decks even
when measuring and managing
revenue pipelines The main reasons
for using tools like Microsoft Office
Excel PowerPoint and Google Docs
is the need to compile data perform
calculations and make it
presentable and consumable for a
broader audience
CRM and marketing automation are
the third and fourth most used tools for
analytics and pipeline management
Business Intelligence is a distant fifth in
tools used
Marketing technology vendors can
innovate their analytics capabilities to
make it easier for marketers to conduct
analysis within the systems of record
Spreadsheets and slide decks will
likely always be a part of the marketing
toolset However based on
responses to this benchmark survey
itrsquos likely that disparate tools require
significant amounts of time each month
to gather analyze and communicate
data which takes marketers away from
driving revenue
WHAT TECHNOLOGIES DO YOU USE FOR MARKETING ANALYTICS AND PIPELINE MANAGEMENT
Spreadsheets (ExcelGoogle)
Customer Data Platform
PowerPoint
Data Warehouse Data Lake
CRM
Business Intelligence
Marketing Automation
Marketing Performance
Other (please specify)
10 30 50 70 9020 40 60 80 1000
29State of Revenue Marketing Report | Heinz Marketing
48 44 8
Spreadsheets CRM MAP Purpose Built
Revenue Marketers
Pipeline Marketers
Activity Marketers
21
32
45
56
34
12
Revenue Marketers are 28x more
likely to Centralize Data and Automate Reporting using purpose-built tools such as
Customer Data Platforms (Revenue Marketers vs Pipeline Marketers)
USE OF TECHNOLOGIES FOR MARKETING ANALYTICS amp PIPELINE MANAGEMENT
CH
AP
TE
R 0
4
30State of Revenue Marketing Report | Heinz Marketing
67 21 12
None Google Analytics Revenue Attribution (CaliberMind
Bizible BrightFunnel etc)
Revenue Marketers
Pipeline Marketers
Activity Marketers
6
36
30
44
64
20
USE OF ATTRIBUTION TECHNOLOGY
Attribution Adoption
Has a Long Way to Go
Response to this question included a variety of technologies and indicates
attribution adoption has a long way to go with nearly 41 of marketers not using any
attribution technology Attribution is a critical tool in measuring revenue performance
and ROI We anticipate increased requirements for marketers with attribution analysis
skills and tools usage
Revenue Marketers are 32x more
likely to use Revenue Attribution Technology (Revenue Marketers vs Demand Marketers)
CH
AP
TE
R 0
4
31State of Revenue Marketing Report | Heinz Marketing
ABM is a Go To Market
Strategy Not a Tech Category
More organizations are pursuing
ABM as a strategy each year as
confidence grows and best practices
are learned However a significant
number of organizations are pursuing
ABM programs without focused tools
and technologies This makes sense
because account-based marketing is
a strategy and process ndash more than an
individual technology platform There
are many technology vendors with ABM
solutions which can support pieces of
an overall ABM strategy This response
potentially shows that ABM solutions
have significant room for growth ndash as
long as the tools support the strategy
53 of marketers are engaged in account-based marketing (ABM) at some level
CH
AP
TE
R 0
4
32State of Revenue Marketing Report | Heinz Marketing
89 11
None ABM Tech (CaliberMind Engagio Demandbase Terminus etc)
Revenue Marketers
Pipeline Marketers
Activity Marketers
43
65
57
35
USE OF DEDICATED ABM TECHNOLOGY
Revenue Marketers
are 16x more likely to use
Account-Based-Marketing Technology (Revenue Marketers vs Pipeline Marketers)
CH
AP
TE
R 0
4
33State of Revenue Marketing Report | Heinz Marketing
01 03 05 07 0902 04 06 08 10
Siloed Marketing and Sales Data Is The Enemy of Revenue Marketing
the customer relationship management
(CRM) and marketing automation
platform (MAP) data to help them
achieve revenue objectives
Marketers are moderately confident in
their CRM and marketing systems data
Data fuels overall marketing
effectiveness Without quality data
sales pipelines will flounder simply
because there isnrsquot enough information
to focus marketing and sales efforts on
the right audience Data management is
hard and often a low priority This shows
in confidence levels marketers have in
HOW CONFIDENT ARE YOU IN THE QUALITY OF YOUR CRM AND
MARKETING DATA TO HELP ACHIEVE YOUR REVENUE OBJECTIVES
0CH
AP
TE
R 0
4
34State of Revenue Marketing Report | Heinz Marketing
What Makes Revenue Marketers Tick
LAST LOOK
35State of Revenue Marketing Report | Heinz Marketing
ALIGNING WITH SALES
ON REVENUE CYCLE
INTEGRATING TECH
CENTRALIZING REVENUE DATA
AUTOMATING REPORTS
MEASURING amp
FORECASTING
Revenue Marketers vs
Activity Marketers are
25xRevenue Marketers vs
Activity Marketers are
28xRevenue Marketers vs
Activity Marketers are
32x
more likely to integrate their
tech centralize revenue data
and automate reporting
more likely to be able to forecast
marketing performance and
measure Pipeline Velocity
more likely to align with sales
on the Revenue Cycle
From embracing organizational change to integrating tech stacks centralizing data
automating reports and pushing the boundaries of audience activation Revenue
Marketers stand out from the pack
36State of Revenue Marketing Report | Heinz Marketing
What Revenue Marketers Do that Separate Them from Everybody Else
They measure to improve
not to prove
They measure and report on
volume value and velocity
(last one is key)
They integrate tech stacks
with ease (using a CDP or
other technologies)
They centralize data (using a CDP
or other technologies)
They are independent of IT and BI
teams and can answer marketing
and sales questions close to real
time even before sales
They automate their marketing
and sales enablement from fixing
and enriching data to scoring
and routing leads and accounts
to attribution and ICP and alerting
sales in real time
They use a mix of go-to-market
(GTM) strategies to optimize for
revenue (aka Hybrid ABM)
They support sales all the way
down to ClosedWon and beyond
(upsellcross-sell)
They work closely with
marketing ops
They commit to 30 or more of
actual revenue and bookings not
just pipeline
They are highly confident in their
ability to hit the revenue target
They work backwards from a
revenue goal using GQMD (Goal
Question Metric Data)
They set their target and commit
numbers early on in the quarter
and are using revenue marketing
software to forecast against it with
trending data week over week
month over month etc
37State of Revenue Marketing Report | Heinz Marketing
Revenue MarketingAssessment
APPENDIX A
Data from this report was used to create our benchmark tool
A complimentary easy self-assessment tool is available online
to help marketers benchmark their revenue marketing maturity
against peers and receive best practices and next steps to
advance their skills
38State of Revenue Marketing Report | Heinz Marketing
MARKETING CHARACTERISTICS
Activity Marketers (33) Pipeline Marketers (45) Revenue Marketers (22)
Accountable for Leads MQLs Activities Pipeline Sourced Influenced RevenueBookings
Revenue Cycle amp Goal NAFunnel Metrics
10 - 30
Funnel + Revenue Metrics
gt 30
GTM Strategy Lead Generation Demand Generation ABM Demand Hybrid ABM PQL
Team Varies Marketing Ops Marketing Ops Analyst BI
Measuring Volume Volume Value Volume Value Velocity
Reporting Past Past Present (Real-time) Past Present Future
(Forecasting)
Attribution ROI NA or First LastWeighted Multi-touch
ROI gt 15x
Algorithmic
ROI gt 2x
Tech Stack
amp Automation
Basic siloed
Basic email automation
CRM - MAP 11 Sync
native connectors
Using point tools to automate
some tasks such as emails and
nurturing
2-way API
integration (Read Write)
Using multi-step automation to fix
data enrich leads segment ideal
customers build target account
lists alert sales and more
Marketing
amp Sales Data
Siloed using spreadsheets
multiple dashboardsCRM MAP reports
One automated dashboard
for any and all revenue data
(aka Single Source of Truth)
(marketing sales product
customer success)
Marketing
amp Sales AlignmentMisaligned lsquoGot leadsrsquo Semi-aligned
Fully-aligned on one
revenue number
39State of Revenue Marketing Report | Heinz Marketing
WHATrsquoS NEXT
Improve your Revenue Marketing skills with our online self assessment tool
Find out how you stack up against your peers and uncover more insights on
marketing measurment analytics revenue attribution ROI and workflow automation
Wersquove used all the benchmarking data from this report to create an easy to use
online self assessment tool that you can use
TAKE THE ASSESSMENT
40State of Revenue Marketing Report | Heinz Marketing
Survey Demographics
241 Benchmark Survey respondents represent a cross-section
of industries company sizes roles and market focus Marketers
who work for large medium and small organizations as well as
those who focus on enterprise mid-market and small business
are all represented Additionally most respondents work in
B2B marketing operations demand generation or VPCMO
roles The responses provide a valuable cross-section of input
on the priorities challenges faced capabilities and objectives
41State of Revenue Marketing Report | Heinz Marketing
ROLE WITHIN MARKETING
205 CMO VP of Marketing
1967 Marketing Operations
1213 Demand Generation
10 C-level Executive
SIZE OF MARKETING TEAMS
36 have 1-3 people
22 have 4-5 people
15 have 6-10 people
26 have 11 or more people
TOP INDUSTRIES
44 Tech
22 Professional Services
9 Manufacturing
COMPANY SIZE
25 1-25 employees
45 26-500 employees
15 501-2500 employees
15 Over 2500 employees
MARKET SEGMENT FOCUS
18 Small Business
39 Mid-Market
42 Enterprise
42State of Revenue Marketing Report | Heinz Marketing
A Heinz Marketing Report Commissioned By CaliberMind
ABOUT HEINZ MARKETING
Heinz Marketing is a B2B marketing and sales acceleration
firm that delivers measurable revenue results Every strategy
tactic and action has a specific measured purpose Instead
of focusing on the activities we focus on the outcomes
What really matters is sales pipeline closing business and
accelerating revenue Follow us on Twitter HeinzMarketing
httpswwwheinzmarketingcom
ABOUT CALIBERMIND
CaliberMind is the leading B2B Customer Data Platform for
Revenue Marketers By bringing together data analytics
attribution and smart workflow automation CaliberMind
empowers marketing and sales teams to grow revenue
faster together FREE to try easy to buy and use and 100
UnMarTech
httpswwwcalibermindcom
All rights reserved No part of this
publication may be reproduced or
transmitted in any form or by any
means electronic or mechanical
including photocopy recording or
any information storage and retrieval
system without prior permission in
writing from the publisher
Copyright copyCaliberMind Inc 2018
4State of Revenue Marketing Report | Heinz Marketing
Introduction
Executive Summary
Revenue Marketing Objectives Accountability and Challenges
The Revenue Marketing Operations Team Analytics Skills and Capabilities
Measuring What Matters for Revenue Marketing Performance
Revenue Marketing Technology amp Data
Last Look What Makes Revenue Marketers Tick
Appendix A Revenue Marketing Maturity Modeltrade
Whatrsquos Next Revenue Marketing Self-Assessment
Survey Demographics
01
02
03
04
Table of Contents
5State of Revenue Marketing Report | Heinz Marketing
B2B marketers are standing at the
crossroads between opportunity and
challenge The C-suite wants more
accountability for marketing
spend but at the same time the
multi-channel sales cycle is becoming
increasingly complicated
A growing cadre of B2B marketers is
responding to this tension by rethinking
B2B marketing basics such as KPIs
budgets and customer journeys These
marketers are part of a trend known as
Revenue Marketing
Revenue Marketing is a systematic
approach to identifying the drivers
and barriers to revenue rigorously
measuring them and then pulling the
marketing levers using data analytics
and automation to optimize marketing
ROI and top-line growth
As a business strategy Revenue
Marketing requires the right mix of
people process and technology in
order to drive real revenue growth
Marketing automation is certainly
one enabling technology but not the
only one Revenue Marketers use all
kinds of tools to drive revenue mdash from
Customer Data Platforms for data
centralization and self-service analytics
to workflow automation and attribution
But even more important than investing
in technology is the development of
business practices that are universally
accepted and followed
Our report shows that Revenue Marketers
clearly define and document the revenue
cycle they centralize data integrate their
tech stack and automate workflows As
a result they have a higher confidence in
hitting their revenue goal
Introduction
Activity Marketers Pipeline Marketers Revenue Marketers
Revenue Metric NA Pipeline Sourced Revenue Bookings
Revenue Goal NA 10 - 30 gt30
Confidence in Hitting Revenue Goal NA Moderate Strong
6State of Revenue Marketing Report | Heinz Marketing
Revenue Accountability Continues to Grow but Marketers
Struggle to Hit Revenue Goals
B2B marketers are increasingly accountable for revenue CMOs and VPs are
expected to show measurable results and those who canrsquot deliver have some of
the shortest tenure of any C-suite executive This means B2B marketers at all levels
must focus on sourcing a specific percentage of overall revenue while helping build
the sales pipeline with qualified opportunities This is a massive shift from traditional
activity-based marketing or marketing communications to one that enables the
revenue success of the entire organization mdash more so than even sales
See page 9
Poorly Defined Revenue Cycle Manual Reporting Siloed Marketing Tech and
Data Stand in the Way of Revenue Marketing
B2B marketers face multiple challenges that hinder success in revenue marketing
Poorly defined revenue cycles manual reporting and siloed marketing and sales
tech and data are some of the challenges that stand in the way Reporting has
become inefficient and burdensome as a result of inefficient CRM and marketing
automation systems poorly defined data requirements from management and
inadequate skills
See page 20
01
02
FIVE KEY TAKEAWAYS
Executive Summary
7State of Revenue Marketing Report | Heinz Marketing
Measurement and Analytics Evolve from Reporting on the Past to
Forecasting the Future
Revenue marketers are moving from reporting and analyzing past and present marketing
performance to setting targets commits and forecasting the future That means skills
process and tools will all need to improve to serve the needs of revenue marketers
See page 21
Marketing Ops Your Revenue Operators
Marketing Ops has emerged as an increasingly strategic function to lead the revenue
marketing effort Marketing Ops builds and runs the campaigns manages data
analyzes results and ensures effective technology use The survey shows how much
CMOs need Marketing Operations to drive measure results and navigate to future
revenue marketing success
See page 13
Revenue Marketers Embrace Martech Integration Data
Centralization and Workflow Automation
Analytics and workflow automation are where revenue marketers expect the most
growth in the next two years Internally revenue marketers view automation as a way
to creating more efficiency in their operations Marketers see it as a way to get more
from their data and ramp up analytics without burdening their teams
See page 29
03
04
05
8State of Revenue Marketing Report | Heinz Marketing
Revenue Marketing Objectives Accountability and Challenges
01
9State of Revenue Marketing Report | Heinz Marketing
03
CH
AP
TE
R 0
1
TOP 3 OBJECTIVES FOR REVENUE MARKETING IN 2018-2019Revenue Marketing Objectives
Revenue Marketing
Accountability
Prove marketing
contribution
to revenue
Measure and
report on
marketing ROI
Improve
existing marketing
campaigns
01 02
B2B marketers are increasingly
accountable for revenue CMOs and
VPs are expected to show measurable
results and those who canrsquot deliver
have some of the shortest tenures in
the C-suite This means B2B marketers
at all levels must focus on sourcing a
specific percentage of overall revenue
and while helping build the sales
pipeline with qualified opportunities
This is a massive shift from traditional
activity-based marketing or marketing
communications to one that enables
the revenue success of the entire
organization ndash more so than even sales
67 of B2B marketers are accountable for revenue performance or contribution
gt30 Marketing Sourced Revenue for Revenue Marketers
Revenue Goals
10State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
1
Revenue Priorities
Even though marketers increasingly focus on revenue
performance lead generation weighs heavily This year more
marketers are looking to drive revenue from existing accounts
(cross-sell and upsell)
Revenue Marketers are 65x more likely to grow revenue from existing customer accounts (Revenue Marketers vs Lead Marketers)
Revenue Marketers have the highest
percentage of marketing-sourced
revenue through new accounts
ahead of both Pipeline Marketers
and Activity Marketers However
Revenue Marketers also grow revenue
throughout the entire customer
lifecycle through upsells and cross-
sells driving the highest percentage
of revenue influence from existing
customer accounts
Pipeline Marketers
Pipeline Marketers
Pipeline Marketers
Activity Marketers
Activity Marketers
Activity Marketers
Marketing-sourced revenue through new accounts
78
69
32
64
Generate more leads
94
36
78
34
12
Revenue influence from existing customer accounts
Revenue Marketers
Revenue Marketers
Revenue Marketers
11State of Revenue Marketing Report | Heinz Marketing
Marketers at all performance levels
struggle with lack of data and analytics
skills in their quest to grow revenue
For Revenue Marketers the main
challenges are poorly managed
marketing technology and siloed data
Many factors play into how much confidence B2B marketers have in achieving a
revenue goal Strategy people skills and capabilities organizational alignment
management budget data and technology are just a few Our research shows that
Revenue Marketers have a much higher level of confidence in their ability to hit their
organizationrsquos revenue goals compare to Activity and Pipeline Marketers
TOP REVENUE MARKETING CHALLENGES BY PERFORMANCE LEVEL
For Lead Marketers that arenrsquot quite as
far down the revenue path they struggle
more with foundational issues such a
clear definition of the revenue cycle
Revenue Marketing
Challenges
Revenue Marketing
Confidence
Activity Marketers Pipeline Marketers Revenue Marketers
01Poorly defined or lack
of revenue cycle
Lack of data and
analytics skillsLack of data and analytics skills
02Lack of data and
analytics skills
Poorly defined or lack
of revenue cycle
Poorly managed silos of marketing
and sales tech and data
03Poorly managed silos of marketing
and sales tech and data
Poorly managed silos of marketing
and sales tech and data
Poorly defined or lack
of revenue cycle
CH
AP
TE
R 0
1
12State of Revenue Marketing Report | Heinz Marketing
The Revenue Marketing Operations Team Analytics Skills and Capabilities
02
13State of Revenue Marketing Report | Heinz Marketing
Marketing Ops Your Revenue Marketing Operators
CH
AP
TE
R 0
2
generation managing data measuring
results and providing analytical insights
in the business However skills and
capabilities must evolve and grow
in order for Marketing Operations to
provide the necessary strategic value
for the business Marketing Operations
after all goes well beyond pulling
marketing technology levers and
pushing buttons
Just a few years ago there wasnrsquot
a function known as ldquomarketing
operationsrdquo Now companies of
all sizes are hiring marketers and
building teams that focus heavily on
driving the demand generation and
pipeline management strategy through
technology and data management
Marketing Operations will continue
to grow in strategic value simply
because of the core focus on revenue
14State of Revenue Marketing Report | Heinz Marketing
03
CH
AP
TE
R 0
2
THE TOP THREE MARKETING FUNCTIONS IN
CHARGE OF ANALYZING REVENUE MARKETING
Marketing
Operations
(31)
CMO or
Marketing VP
(22)
Demand
Generation
(11)
01 02
Marketing Operations is most commonly
identified as the functional role that
owns revenue data analysis However
subsequent responses show that
Marketing Operations pros may not
have the quality data or skills to present
detailed and sophisticated analysis
for internal stakeholders such as the
C-suite investors or board members
CMOs or VPs are ranked second in
charge of owning Revenue Marketing
data analysis This is revealing because
ultimately the CMO or Marketing VP is
accountable for revenue results and the
detailed analysis that all stakeholders rely
on to make better business decisions
58 of marketing teams have dedicated full-time marketing and sales operations
15State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
2
Revenue Marketers ensure that their
processes are as efficient as possible
so they can keep their focus on growing
the bottom line Because Revenue
Marketers automate reporting they
spend half the time on those processes
than Pipeline Marketers who manually
pull data and reports
1-2 Days 3-5 Days Over 5 Days
Revenue Marketers
Pipeline Marketers
Activity Marketers
76
38
13
11
44
23
13
18
64
Revenue Marketers Automate Reporting
16State of Revenue Marketing Report | Heinz Marketing
Revenue Marketers spend
2 days a month on average pulling
data and preparing Revenue Marketing reports compare
to 5 days a month on average for
Demand Marketers
data requirements from management
inadequate skills and the overall
demands of B2B marketers in day-to-
day operations
This data indicates how inefficient and
burdensome reporting has become
There are many reasons for this
including inefficient CRM and marketing
automation systems poorly defined CH
AP
TE
R 0
2
17State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
2
01 03 05 07 0902 04 06 08 10
Marketing Ops Lack the Data and Analytics Skills Required for Revenue Marketing
Successful Marketing Ops pros will
have strong analysis capability That
means the ability to collect and manage
the right data but also to analyze and
interpret the results with the CMO
Marketing Operations pros are likely
strongest in managing the marketing
tech stack and implementing programs
and weaker in revenue analysis
Marketers give themselves moderately
proficient ratings in our survey
SCALE 1-10 HOW PROFICIENT IS YOUR MARKETING TEAM
ANALYZING MARKETING DATA
(1 not proficient 5 moderately proficient and 10 highly proficient)
0
18State of Revenue Marketing Report | Heinz Marketing
(Basic) Reporting on past performance and activity metrics
92
76
38
68
(Intermediate) Reporting and analysis of historical and current performance
29
84
40
17
6
(Advanced) Reporting and analysis models that can forecast future performance
Revenue Marketers are 24x
more likely to Forecast Revenue Performance (Revenue Marketers vs Demand Marketers)
CH
AP
TE
R 0
2
Pipeline Marketers
Pipeline Marketers
Pipeline Marketers
Activity Marketers
Activity Marketers
Activity Marketers
Revenue Marketers
Revenue Marketers
Revenue Marketers
19State of Revenue Marketing Report | Heinz Marketing
Measuring What Matters for Revenue Marketing Performance
03
20State of Revenue Marketing Report | Heinz Marketing
31
CH
AP
TE
R 0
3
CLEARLY DEFINED REVENUE CYCLE
Revenue
Marketers
Pipeline
Marketers
Activity
Marketers
83 54
An entire organization should align
behind the full funnel marketing stages
for driving revenue If marketing has a
flavor of stages while sales uses another
flavor inefficiencies will develop and
result in missed revenue targets
Revenue Marketers are 25x more
likely to have Clearly Defined and Documented Revenue Cycle(Revenue Marketers vs Activity Marketers)
Well-Defined and Documented
Revenue Cycle Is Key to Revenue
Marketing
21State of Revenue Marketing Report | Heinz Marketing
TOP MARKETING METRICS BY PERFORMANCE LEVEL
Activity Marketers Pipeline Marketers Revenue Marketers
01 LeadMQL Pipeline Sourced Influenced RevenueBookings
02 NA RevenueBookings Pipeline Sourced Influenced
03 NA LeadMQL LeadMQL
CH
AP
TE
R 0
3
For Revenue Marketers Revenue Metrics Are All That Matter
remains LeadMQL since at this level of
performance itrsquos hard for marketers to
measure and prove revenue impact
Revenue Marketers naturally rank
revenue metrics much higher than Lead
MQL For Lead Marketers the top metric
22State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
3
While most marketers now measure
volume (leads clicks content
downloads etc) and some measure
value (pipeline ROI etc) most Revenue
Marketers can measure and report on
Pipeline Velocity
marketers to report on how their
marketing effort impacts the high and
low points of pipeline acceleration
Pipeline velocity combines all of these
numbers in one to show if marketing
increases or decreases sales speed
This is a missed opportunity for
Revenue Marketers are 32x more
likely to Measure Pipeline Velocity(Revenue Marketers vs Activity Marketers)
The One Metric That Separates
Successful Revenue
Marketers from Everyone Else
VELOCITY=Qualified Opportunities() bull Win Rate() bull Deal Size($)
Length of Sales Cycles(days)
23State of Revenue Marketing Report | Heinz Marketing
SELECT THE METRICS YOU TRACK TO MEASURE DEMAND GENERATION PROGRAMS
CH
AP
TE
R 0
3
Inquiries Leads MQLs
Revenue
Conversion rates at each stage
Sales pipeline velocity
Number of opportunities
Time between conversion stages
Pipeline Creation
Conversion trending over time
Other (please specify)
10 30 50 70 9020 40 60 80 1000
ROI Measurement Is Key to Revenue
Marketing
C-suite executives will increasingly
demand ROI numbers on overall
marketing budget performance Itrsquos
critical for planning and adjustments
Budgets are routinely adjusted up or
down When that happens executives
want to understand the impact to the
business and right now not enough
marketers can provide the answer
Whatrsquos alarming is that
53 of marketers canrsquot measure or are unsure of their ROI
24State of Revenue Marketing Report | Heinz Marketing
Less than 1x ROI 1-2x ROI Over 2x ROI
Revenue Marketers
Pipeline Marketers
Activity Marketers NA
21
31
44
52
35
17
Revenue Marketers are 2x
more likely to have Greater ROI
With marketers who can measure ROI
returns commonly fall in the 15-2x
range That means for every marketing
dollar spent $150 to $2 of revenue is
generated As revenue accountability
grows we expect measuring ROI
performance will also grow as a
requirement because of the implications
in setting budgets
CH
AP
TE
R 0
3
25State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
3
DOES YOUR CURRENT MARKETING REPORTING AND ANALYSIS PROVIDE THE
INFORMATION YOUR EXECUTIVES BOARD AND INVESTORS EXPECT
Partially
Itrsquos a moving target Wersquore Struggling
Yes
No
Not Sure
10 30 50 70 9020 40 60 80 1000
Most alarming is that 34 of marketers
arenrsquot providing the proper analysis and
reports expected of them Perhaps they
donrsquot know whatrsquos expected of them or
the expectations change so much itrsquos a
moving target for marketers
The Big Marketing
and Business Disconnect
Marketers struggle with providing
data and analysis that executive
managers expect
Only 34 of marketers provide the data and analysis the C-suite and board expect
26State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
3
WHAT MARKETING METRICS ARE YOU CURRENTLY REPORTING TO YOUR C-SUITE
Activity-based metrics
Funnel metrics
Revenue metrics
Other (please specify)
10 30 50 70 9020 40 60 80 1000
Revenue metrics are the top metrics
reported to the C-suite These metrics
include sourced revenue opportunity
creation and pipeline velocity Funnel
metrics which include inquiries qualified
leads and conversion rates are second-
most reported to the C-suite Activity-
based metrics are still highly reported to
executives even though itrsquos difficult to
directly connect to revenue
Which marketing
metrics are you currently
reporting to your C-suite
27State of Revenue Marketing Report | Heinz Marketing
Revenue Marketing Technology and Data
04
28State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
4
Marketers Live in Spreadsheet Hell CRM and
Marketing Automation
Offer Limited Reporting
Marketers canrsquot live without
spreadsheets or slide decks even
when measuring and managing
revenue pipelines The main reasons
for using tools like Microsoft Office
Excel PowerPoint and Google Docs
is the need to compile data perform
calculations and make it
presentable and consumable for a
broader audience
CRM and marketing automation are
the third and fourth most used tools for
analytics and pipeline management
Business Intelligence is a distant fifth in
tools used
Marketing technology vendors can
innovate their analytics capabilities to
make it easier for marketers to conduct
analysis within the systems of record
Spreadsheets and slide decks will
likely always be a part of the marketing
toolset However based on
responses to this benchmark survey
itrsquos likely that disparate tools require
significant amounts of time each month
to gather analyze and communicate
data which takes marketers away from
driving revenue
WHAT TECHNOLOGIES DO YOU USE FOR MARKETING ANALYTICS AND PIPELINE MANAGEMENT
Spreadsheets (ExcelGoogle)
Customer Data Platform
PowerPoint
Data Warehouse Data Lake
CRM
Business Intelligence
Marketing Automation
Marketing Performance
Other (please specify)
10 30 50 70 9020 40 60 80 1000
29State of Revenue Marketing Report | Heinz Marketing
48 44 8
Spreadsheets CRM MAP Purpose Built
Revenue Marketers
Pipeline Marketers
Activity Marketers
21
32
45
56
34
12
Revenue Marketers are 28x more
likely to Centralize Data and Automate Reporting using purpose-built tools such as
Customer Data Platforms (Revenue Marketers vs Pipeline Marketers)
USE OF TECHNOLOGIES FOR MARKETING ANALYTICS amp PIPELINE MANAGEMENT
CH
AP
TE
R 0
4
30State of Revenue Marketing Report | Heinz Marketing
67 21 12
None Google Analytics Revenue Attribution (CaliberMind
Bizible BrightFunnel etc)
Revenue Marketers
Pipeline Marketers
Activity Marketers
6
36
30
44
64
20
USE OF ATTRIBUTION TECHNOLOGY
Attribution Adoption
Has a Long Way to Go
Response to this question included a variety of technologies and indicates
attribution adoption has a long way to go with nearly 41 of marketers not using any
attribution technology Attribution is a critical tool in measuring revenue performance
and ROI We anticipate increased requirements for marketers with attribution analysis
skills and tools usage
Revenue Marketers are 32x more
likely to use Revenue Attribution Technology (Revenue Marketers vs Demand Marketers)
CH
AP
TE
R 0
4
31State of Revenue Marketing Report | Heinz Marketing
ABM is a Go To Market
Strategy Not a Tech Category
More organizations are pursuing
ABM as a strategy each year as
confidence grows and best practices
are learned However a significant
number of organizations are pursuing
ABM programs without focused tools
and technologies This makes sense
because account-based marketing is
a strategy and process ndash more than an
individual technology platform There
are many technology vendors with ABM
solutions which can support pieces of
an overall ABM strategy This response
potentially shows that ABM solutions
have significant room for growth ndash as
long as the tools support the strategy
53 of marketers are engaged in account-based marketing (ABM) at some level
CH
AP
TE
R 0
4
32State of Revenue Marketing Report | Heinz Marketing
89 11
None ABM Tech (CaliberMind Engagio Demandbase Terminus etc)
Revenue Marketers
Pipeline Marketers
Activity Marketers
43
65
57
35
USE OF DEDICATED ABM TECHNOLOGY
Revenue Marketers
are 16x more likely to use
Account-Based-Marketing Technology (Revenue Marketers vs Pipeline Marketers)
CH
AP
TE
R 0
4
33State of Revenue Marketing Report | Heinz Marketing
01 03 05 07 0902 04 06 08 10
Siloed Marketing and Sales Data Is The Enemy of Revenue Marketing
the customer relationship management
(CRM) and marketing automation
platform (MAP) data to help them
achieve revenue objectives
Marketers are moderately confident in
their CRM and marketing systems data
Data fuels overall marketing
effectiveness Without quality data
sales pipelines will flounder simply
because there isnrsquot enough information
to focus marketing and sales efforts on
the right audience Data management is
hard and often a low priority This shows
in confidence levels marketers have in
HOW CONFIDENT ARE YOU IN THE QUALITY OF YOUR CRM AND
MARKETING DATA TO HELP ACHIEVE YOUR REVENUE OBJECTIVES
0CH
AP
TE
R 0
4
34State of Revenue Marketing Report | Heinz Marketing
What Makes Revenue Marketers Tick
LAST LOOK
35State of Revenue Marketing Report | Heinz Marketing
ALIGNING WITH SALES
ON REVENUE CYCLE
INTEGRATING TECH
CENTRALIZING REVENUE DATA
AUTOMATING REPORTS
MEASURING amp
FORECASTING
Revenue Marketers vs
Activity Marketers are
25xRevenue Marketers vs
Activity Marketers are
28xRevenue Marketers vs
Activity Marketers are
32x
more likely to integrate their
tech centralize revenue data
and automate reporting
more likely to be able to forecast
marketing performance and
measure Pipeline Velocity
more likely to align with sales
on the Revenue Cycle
From embracing organizational change to integrating tech stacks centralizing data
automating reports and pushing the boundaries of audience activation Revenue
Marketers stand out from the pack
36State of Revenue Marketing Report | Heinz Marketing
What Revenue Marketers Do that Separate Them from Everybody Else
They measure to improve
not to prove
They measure and report on
volume value and velocity
(last one is key)
They integrate tech stacks
with ease (using a CDP or
other technologies)
They centralize data (using a CDP
or other technologies)
They are independent of IT and BI
teams and can answer marketing
and sales questions close to real
time even before sales
They automate their marketing
and sales enablement from fixing
and enriching data to scoring
and routing leads and accounts
to attribution and ICP and alerting
sales in real time
They use a mix of go-to-market
(GTM) strategies to optimize for
revenue (aka Hybrid ABM)
They support sales all the way
down to ClosedWon and beyond
(upsellcross-sell)
They work closely with
marketing ops
They commit to 30 or more of
actual revenue and bookings not
just pipeline
They are highly confident in their
ability to hit the revenue target
They work backwards from a
revenue goal using GQMD (Goal
Question Metric Data)
They set their target and commit
numbers early on in the quarter
and are using revenue marketing
software to forecast against it with
trending data week over week
month over month etc
37State of Revenue Marketing Report | Heinz Marketing
Revenue MarketingAssessment
APPENDIX A
Data from this report was used to create our benchmark tool
A complimentary easy self-assessment tool is available online
to help marketers benchmark their revenue marketing maturity
against peers and receive best practices and next steps to
advance their skills
38State of Revenue Marketing Report | Heinz Marketing
MARKETING CHARACTERISTICS
Activity Marketers (33) Pipeline Marketers (45) Revenue Marketers (22)
Accountable for Leads MQLs Activities Pipeline Sourced Influenced RevenueBookings
Revenue Cycle amp Goal NAFunnel Metrics
10 - 30
Funnel + Revenue Metrics
gt 30
GTM Strategy Lead Generation Demand Generation ABM Demand Hybrid ABM PQL
Team Varies Marketing Ops Marketing Ops Analyst BI
Measuring Volume Volume Value Volume Value Velocity
Reporting Past Past Present (Real-time) Past Present Future
(Forecasting)
Attribution ROI NA or First LastWeighted Multi-touch
ROI gt 15x
Algorithmic
ROI gt 2x
Tech Stack
amp Automation
Basic siloed
Basic email automation
CRM - MAP 11 Sync
native connectors
Using point tools to automate
some tasks such as emails and
nurturing
2-way API
integration (Read Write)
Using multi-step automation to fix
data enrich leads segment ideal
customers build target account
lists alert sales and more
Marketing
amp Sales Data
Siloed using spreadsheets
multiple dashboardsCRM MAP reports
One automated dashboard
for any and all revenue data
(aka Single Source of Truth)
(marketing sales product
customer success)
Marketing
amp Sales AlignmentMisaligned lsquoGot leadsrsquo Semi-aligned
Fully-aligned on one
revenue number
39State of Revenue Marketing Report | Heinz Marketing
WHATrsquoS NEXT
Improve your Revenue Marketing skills with our online self assessment tool
Find out how you stack up against your peers and uncover more insights on
marketing measurment analytics revenue attribution ROI and workflow automation
Wersquove used all the benchmarking data from this report to create an easy to use
online self assessment tool that you can use
TAKE THE ASSESSMENT
40State of Revenue Marketing Report | Heinz Marketing
Survey Demographics
241 Benchmark Survey respondents represent a cross-section
of industries company sizes roles and market focus Marketers
who work for large medium and small organizations as well as
those who focus on enterprise mid-market and small business
are all represented Additionally most respondents work in
B2B marketing operations demand generation or VPCMO
roles The responses provide a valuable cross-section of input
on the priorities challenges faced capabilities and objectives
41State of Revenue Marketing Report | Heinz Marketing
ROLE WITHIN MARKETING
205 CMO VP of Marketing
1967 Marketing Operations
1213 Demand Generation
10 C-level Executive
SIZE OF MARKETING TEAMS
36 have 1-3 people
22 have 4-5 people
15 have 6-10 people
26 have 11 or more people
TOP INDUSTRIES
44 Tech
22 Professional Services
9 Manufacturing
COMPANY SIZE
25 1-25 employees
45 26-500 employees
15 501-2500 employees
15 Over 2500 employees
MARKET SEGMENT FOCUS
18 Small Business
39 Mid-Market
42 Enterprise
42State of Revenue Marketing Report | Heinz Marketing
A Heinz Marketing Report Commissioned By CaliberMind
ABOUT HEINZ MARKETING
Heinz Marketing is a B2B marketing and sales acceleration
firm that delivers measurable revenue results Every strategy
tactic and action has a specific measured purpose Instead
of focusing on the activities we focus on the outcomes
What really matters is sales pipeline closing business and
accelerating revenue Follow us on Twitter HeinzMarketing
httpswwwheinzmarketingcom
ABOUT CALIBERMIND
CaliberMind is the leading B2B Customer Data Platform for
Revenue Marketers By bringing together data analytics
attribution and smart workflow automation CaliberMind
empowers marketing and sales teams to grow revenue
faster together FREE to try easy to buy and use and 100
UnMarTech
httpswwwcalibermindcom
All rights reserved No part of this
publication may be reproduced or
transmitted in any form or by any
means electronic or mechanical
including photocopy recording or
any information storage and retrieval
system without prior permission in
writing from the publisher
Copyright copyCaliberMind Inc 2018
5State of Revenue Marketing Report | Heinz Marketing
B2B marketers are standing at the
crossroads between opportunity and
challenge The C-suite wants more
accountability for marketing
spend but at the same time the
multi-channel sales cycle is becoming
increasingly complicated
A growing cadre of B2B marketers is
responding to this tension by rethinking
B2B marketing basics such as KPIs
budgets and customer journeys These
marketers are part of a trend known as
Revenue Marketing
Revenue Marketing is a systematic
approach to identifying the drivers
and barriers to revenue rigorously
measuring them and then pulling the
marketing levers using data analytics
and automation to optimize marketing
ROI and top-line growth
As a business strategy Revenue
Marketing requires the right mix of
people process and technology in
order to drive real revenue growth
Marketing automation is certainly
one enabling technology but not the
only one Revenue Marketers use all
kinds of tools to drive revenue mdash from
Customer Data Platforms for data
centralization and self-service analytics
to workflow automation and attribution
But even more important than investing
in technology is the development of
business practices that are universally
accepted and followed
Our report shows that Revenue Marketers
clearly define and document the revenue
cycle they centralize data integrate their
tech stack and automate workflows As
a result they have a higher confidence in
hitting their revenue goal
Introduction
Activity Marketers Pipeline Marketers Revenue Marketers
Revenue Metric NA Pipeline Sourced Revenue Bookings
Revenue Goal NA 10 - 30 gt30
Confidence in Hitting Revenue Goal NA Moderate Strong
6State of Revenue Marketing Report | Heinz Marketing
Revenue Accountability Continues to Grow but Marketers
Struggle to Hit Revenue Goals
B2B marketers are increasingly accountable for revenue CMOs and VPs are
expected to show measurable results and those who canrsquot deliver have some of
the shortest tenure of any C-suite executive This means B2B marketers at all levels
must focus on sourcing a specific percentage of overall revenue while helping build
the sales pipeline with qualified opportunities This is a massive shift from traditional
activity-based marketing or marketing communications to one that enables the
revenue success of the entire organization mdash more so than even sales
See page 9
Poorly Defined Revenue Cycle Manual Reporting Siloed Marketing Tech and
Data Stand in the Way of Revenue Marketing
B2B marketers face multiple challenges that hinder success in revenue marketing
Poorly defined revenue cycles manual reporting and siloed marketing and sales
tech and data are some of the challenges that stand in the way Reporting has
become inefficient and burdensome as a result of inefficient CRM and marketing
automation systems poorly defined data requirements from management and
inadequate skills
See page 20
01
02
FIVE KEY TAKEAWAYS
Executive Summary
7State of Revenue Marketing Report | Heinz Marketing
Measurement and Analytics Evolve from Reporting on the Past to
Forecasting the Future
Revenue marketers are moving from reporting and analyzing past and present marketing
performance to setting targets commits and forecasting the future That means skills
process and tools will all need to improve to serve the needs of revenue marketers
See page 21
Marketing Ops Your Revenue Operators
Marketing Ops has emerged as an increasingly strategic function to lead the revenue
marketing effort Marketing Ops builds and runs the campaigns manages data
analyzes results and ensures effective technology use The survey shows how much
CMOs need Marketing Operations to drive measure results and navigate to future
revenue marketing success
See page 13
Revenue Marketers Embrace Martech Integration Data
Centralization and Workflow Automation
Analytics and workflow automation are where revenue marketers expect the most
growth in the next two years Internally revenue marketers view automation as a way
to creating more efficiency in their operations Marketers see it as a way to get more
from their data and ramp up analytics without burdening their teams
See page 29
03
04
05
8State of Revenue Marketing Report | Heinz Marketing
Revenue Marketing Objectives Accountability and Challenges
01
9State of Revenue Marketing Report | Heinz Marketing
03
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1
TOP 3 OBJECTIVES FOR REVENUE MARKETING IN 2018-2019Revenue Marketing Objectives
Revenue Marketing
Accountability
Prove marketing
contribution
to revenue
Measure and
report on
marketing ROI
Improve
existing marketing
campaigns
01 02
B2B marketers are increasingly
accountable for revenue CMOs and
VPs are expected to show measurable
results and those who canrsquot deliver
have some of the shortest tenures in
the C-suite This means B2B marketers
at all levels must focus on sourcing a
specific percentage of overall revenue
and while helping build the sales
pipeline with qualified opportunities
This is a massive shift from traditional
activity-based marketing or marketing
communications to one that enables
the revenue success of the entire
organization ndash more so than even sales
67 of B2B marketers are accountable for revenue performance or contribution
gt30 Marketing Sourced Revenue for Revenue Marketers
Revenue Goals
10State of Revenue Marketing Report | Heinz Marketing
CH
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R 0
1
Revenue Priorities
Even though marketers increasingly focus on revenue
performance lead generation weighs heavily This year more
marketers are looking to drive revenue from existing accounts
(cross-sell and upsell)
Revenue Marketers are 65x more likely to grow revenue from existing customer accounts (Revenue Marketers vs Lead Marketers)
Revenue Marketers have the highest
percentage of marketing-sourced
revenue through new accounts
ahead of both Pipeline Marketers
and Activity Marketers However
Revenue Marketers also grow revenue
throughout the entire customer
lifecycle through upsells and cross-
sells driving the highest percentage
of revenue influence from existing
customer accounts
Pipeline Marketers
Pipeline Marketers
Pipeline Marketers
Activity Marketers
Activity Marketers
Activity Marketers
Marketing-sourced revenue through new accounts
78
69
32
64
Generate more leads
94
36
78
34
12
Revenue influence from existing customer accounts
Revenue Marketers
Revenue Marketers
Revenue Marketers
11State of Revenue Marketing Report | Heinz Marketing
Marketers at all performance levels
struggle with lack of data and analytics
skills in their quest to grow revenue
For Revenue Marketers the main
challenges are poorly managed
marketing technology and siloed data
Many factors play into how much confidence B2B marketers have in achieving a
revenue goal Strategy people skills and capabilities organizational alignment
management budget data and technology are just a few Our research shows that
Revenue Marketers have a much higher level of confidence in their ability to hit their
organizationrsquos revenue goals compare to Activity and Pipeline Marketers
TOP REVENUE MARKETING CHALLENGES BY PERFORMANCE LEVEL
For Lead Marketers that arenrsquot quite as
far down the revenue path they struggle
more with foundational issues such a
clear definition of the revenue cycle
Revenue Marketing
Challenges
Revenue Marketing
Confidence
Activity Marketers Pipeline Marketers Revenue Marketers
01Poorly defined or lack
of revenue cycle
Lack of data and
analytics skillsLack of data and analytics skills
02Lack of data and
analytics skills
Poorly defined or lack
of revenue cycle
Poorly managed silos of marketing
and sales tech and data
03Poorly managed silos of marketing
and sales tech and data
Poorly managed silos of marketing
and sales tech and data
Poorly defined or lack
of revenue cycle
CH
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R 0
1
12State of Revenue Marketing Report | Heinz Marketing
The Revenue Marketing Operations Team Analytics Skills and Capabilities
02
13State of Revenue Marketing Report | Heinz Marketing
Marketing Ops Your Revenue Marketing Operators
CH
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2
generation managing data measuring
results and providing analytical insights
in the business However skills and
capabilities must evolve and grow
in order for Marketing Operations to
provide the necessary strategic value
for the business Marketing Operations
after all goes well beyond pulling
marketing technology levers and
pushing buttons
Just a few years ago there wasnrsquot
a function known as ldquomarketing
operationsrdquo Now companies of
all sizes are hiring marketers and
building teams that focus heavily on
driving the demand generation and
pipeline management strategy through
technology and data management
Marketing Operations will continue
to grow in strategic value simply
because of the core focus on revenue
14State of Revenue Marketing Report | Heinz Marketing
03
CH
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R 0
2
THE TOP THREE MARKETING FUNCTIONS IN
CHARGE OF ANALYZING REVENUE MARKETING
Marketing
Operations
(31)
CMO or
Marketing VP
(22)
Demand
Generation
(11)
01 02
Marketing Operations is most commonly
identified as the functional role that
owns revenue data analysis However
subsequent responses show that
Marketing Operations pros may not
have the quality data or skills to present
detailed and sophisticated analysis
for internal stakeholders such as the
C-suite investors or board members
CMOs or VPs are ranked second in
charge of owning Revenue Marketing
data analysis This is revealing because
ultimately the CMO or Marketing VP is
accountable for revenue results and the
detailed analysis that all stakeholders rely
on to make better business decisions
58 of marketing teams have dedicated full-time marketing and sales operations
15State of Revenue Marketing Report | Heinz Marketing
CH
AP
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2
Revenue Marketers ensure that their
processes are as efficient as possible
so they can keep their focus on growing
the bottom line Because Revenue
Marketers automate reporting they
spend half the time on those processes
than Pipeline Marketers who manually
pull data and reports
1-2 Days 3-5 Days Over 5 Days
Revenue Marketers
Pipeline Marketers
Activity Marketers
76
38
13
11
44
23
13
18
64
Revenue Marketers Automate Reporting
16State of Revenue Marketing Report | Heinz Marketing
Revenue Marketers spend
2 days a month on average pulling
data and preparing Revenue Marketing reports compare
to 5 days a month on average for
Demand Marketers
data requirements from management
inadequate skills and the overall
demands of B2B marketers in day-to-
day operations
This data indicates how inefficient and
burdensome reporting has become
There are many reasons for this
including inefficient CRM and marketing
automation systems poorly defined CH
AP
TE
R 0
2
17State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
2
01 03 05 07 0902 04 06 08 10
Marketing Ops Lack the Data and Analytics Skills Required for Revenue Marketing
Successful Marketing Ops pros will
have strong analysis capability That
means the ability to collect and manage
the right data but also to analyze and
interpret the results with the CMO
Marketing Operations pros are likely
strongest in managing the marketing
tech stack and implementing programs
and weaker in revenue analysis
Marketers give themselves moderately
proficient ratings in our survey
SCALE 1-10 HOW PROFICIENT IS YOUR MARKETING TEAM
ANALYZING MARKETING DATA
(1 not proficient 5 moderately proficient and 10 highly proficient)
0
18State of Revenue Marketing Report | Heinz Marketing
(Basic) Reporting on past performance and activity metrics
92
76
38
68
(Intermediate) Reporting and analysis of historical and current performance
29
84
40
17
6
(Advanced) Reporting and analysis models that can forecast future performance
Revenue Marketers are 24x
more likely to Forecast Revenue Performance (Revenue Marketers vs Demand Marketers)
CH
AP
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R 0
2
Pipeline Marketers
Pipeline Marketers
Pipeline Marketers
Activity Marketers
Activity Marketers
Activity Marketers
Revenue Marketers
Revenue Marketers
Revenue Marketers
19State of Revenue Marketing Report | Heinz Marketing
Measuring What Matters for Revenue Marketing Performance
03
20State of Revenue Marketing Report | Heinz Marketing
31
CH
AP
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R 0
3
CLEARLY DEFINED REVENUE CYCLE
Revenue
Marketers
Pipeline
Marketers
Activity
Marketers
83 54
An entire organization should align
behind the full funnel marketing stages
for driving revenue If marketing has a
flavor of stages while sales uses another
flavor inefficiencies will develop and
result in missed revenue targets
Revenue Marketers are 25x more
likely to have Clearly Defined and Documented Revenue Cycle(Revenue Marketers vs Activity Marketers)
Well-Defined and Documented
Revenue Cycle Is Key to Revenue
Marketing
21State of Revenue Marketing Report | Heinz Marketing
TOP MARKETING METRICS BY PERFORMANCE LEVEL
Activity Marketers Pipeline Marketers Revenue Marketers
01 LeadMQL Pipeline Sourced Influenced RevenueBookings
02 NA RevenueBookings Pipeline Sourced Influenced
03 NA LeadMQL LeadMQL
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3
For Revenue Marketers Revenue Metrics Are All That Matter
remains LeadMQL since at this level of
performance itrsquos hard for marketers to
measure and prove revenue impact
Revenue Marketers naturally rank
revenue metrics much higher than Lead
MQL For Lead Marketers the top metric
22State of Revenue Marketing Report | Heinz Marketing
CH
AP
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3
While most marketers now measure
volume (leads clicks content
downloads etc) and some measure
value (pipeline ROI etc) most Revenue
Marketers can measure and report on
Pipeline Velocity
marketers to report on how their
marketing effort impacts the high and
low points of pipeline acceleration
Pipeline velocity combines all of these
numbers in one to show if marketing
increases or decreases sales speed
This is a missed opportunity for
Revenue Marketers are 32x more
likely to Measure Pipeline Velocity(Revenue Marketers vs Activity Marketers)
The One Metric That Separates
Successful Revenue
Marketers from Everyone Else
VELOCITY=Qualified Opportunities() bull Win Rate() bull Deal Size($)
Length of Sales Cycles(days)
23State of Revenue Marketing Report | Heinz Marketing
SELECT THE METRICS YOU TRACK TO MEASURE DEMAND GENERATION PROGRAMS
CH
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R 0
3
Inquiries Leads MQLs
Revenue
Conversion rates at each stage
Sales pipeline velocity
Number of opportunities
Time between conversion stages
Pipeline Creation
Conversion trending over time
Other (please specify)
10 30 50 70 9020 40 60 80 1000
ROI Measurement Is Key to Revenue
Marketing
C-suite executives will increasingly
demand ROI numbers on overall
marketing budget performance Itrsquos
critical for planning and adjustments
Budgets are routinely adjusted up or
down When that happens executives
want to understand the impact to the
business and right now not enough
marketers can provide the answer
Whatrsquos alarming is that
53 of marketers canrsquot measure or are unsure of their ROI
24State of Revenue Marketing Report | Heinz Marketing
Less than 1x ROI 1-2x ROI Over 2x ROI
Revenue Marketers
Pipeline Marketers
Activity Marketers NA
21
31
44
52
35
17
Revenue Marketers are 2x
more likely to have Greater ROI
With marketers who can measure ROI
returns commonly fall in the 15-2x
range That means for every marketing
dollar spent $150 to $2 of revenue is
generated As revenue accountability
grows we expect measuring ROI
performance will also grow as a
requirement because of the implications
in setting budgets
CH
AP
TE
R 0
3
25State of Revenue Marketing Report | Heinz Marketing
CH
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TE
R 0
3
DOES YOUR CURRENT MARKETING REPORTING AND ANALYSIS PROVIDE THE
INFORMATION YOUR EXECUTIVES BOARD AND INVESTORS EXPECT
Partially
Itrsquos a moving target Wersquore Struggling
Yes
No
Not Sure
10 30 50 70 9020 40 60 80 1000
Most alarming is that 34 of marketers
arenrsquot providing the proper analysis and
reports expected of them Perhaps they
donrsquot know whatrsquos expected of them or
the expectations change so much itrsquos a
moving target for marketers
The Big Marketing
and Business Disconnect
Marketers struggle with providing
data and analysis that executive
managers expect
Only 34 of marketers provide the data and analysis the C-suite and board expect
26State of Revenue Marketing Report | Heinz Marketing
CH
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3
WHAT MARKETING METRICS ARE YOU CURRENTLY REPORTING TO YOUR C-SUITE
Activity-based metrics
Funnel metrics
Revenue metrics
Other (please specify)
10 30 50 70 9020 40 60 80 1000
Revenue metrics are the top metrics
reported to the C-suite These metrics
include sourced revenue opportunity
creation and pipeline velocity Funnel
metrics which include inquiries qualified
leads and conversion rates are second-
most reported to the C-suite Activity-
based metrics are still highly reported to
executives even though itrsquos difficult to
directly connect to revenue
Which marketing
metrics are you currently
reporting to your C-suite
27State of Revenue Marketing Report | Heinz Marketing
Revenue Marketing Technology and Data
04
28State of Revenue Marketing Report | Heinz Marketing
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4
Marketers Live in Spreadsheet Hell CRM and
Marketing Automation
Offer Limited Reporting
Marketers canrsquot live without
spreadsheets or slide decks even
when measuring and managing
revenue pipelines The main reasons
for using tools like Microsoft Office
Excel PowerPoint and Google Docs
is the need to compile data perform
calculations and make it
presentable and consumable for a
broader audience
CRM and marketing automation are
the third and fourth most used tools for
analytics and pipeline management
Business Intelligence is a distant fifth in
tools used
Marketing technology vendors can
innovate their analytics capabilities to
make it easier for marketers to conduct
analysis within the systems of record
Spreadsheets and slide decks will
likely always be a part of the marketing
toolset However based on
responses to this benchmark survey
itrsquos likely that disparate tools require
significant amounts of time each month
to gather analyze and communicate
data which takes marketers away from
driving revenue
WHAT TECHNOLOGIES DO YOU USE FOR MARKETING ANALYTICS AND PIPELINE MANAGEMENT
Spreadsheets (ExcelGoogle)
Customer Data Platform
PowerPoint
Data Warehouse Data Lake
CRM
Business Intelligence
Marketing Automation
Marketing Performance
Other (please specify)
10 30 50 70 9020 40 60 80 1000
29State of Revenue Marketing Report | Heinz Marketing
48 44 8
Spreadsheets CRM MAP Purpose Built
Revenue Marketers
Pipeline Marketers
Activity Marketers
21
32
45
56
34
12
Revenue Marketers are 28x more
likely to Centralize Data and Automate Reporting using purpose-built tools such as
Customer Data Platforms (Revenue Marketers vs Pipeline Marketers)
USE OF TECHNOLOGIES FOR MARKETING ANALYTICS amp PIPELINE MANAGEMENT
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30State of Revenue Marketing Report | Heinz Marketing
67 21 12
None Google Analytics Revenue Attribution (CaliberMind
Bizible BrightFunnel etc)
Revenue Marketers
Pipeline Marketers
Activity Marketers
6
36
30
44
64
20
USE OF ATTRIBUTION TECHNOLOGY
Attribution Adoption
Has a Long Way to Go
Response to this question included a variety of technologies and indicates
attribution adoption has a long way to go with nearly 41 of marketers not using any
attribution technology Attribution is a critical tool in measuring revenue performance
and ROI We anticipate increased requirements for marketers with attribution analysis
skills and tools usage
Revenue Marketers are 32x more
likely to use Revenue Attribution Technology (Revenue Marketers vs Demand Marketers)
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31State of Revenue Marketing Report | Heinz Marketing
ABM is a Go To Market
Strategy Not a Tech Category
More organizations are pursuing
ABM as a strategy each year as
confidence grows and best practices
are learned However a significant
number of organizations are pursuing
ABM programs without focused tools
and technologies This makes sense
because account-based marketing is
a strategy and process ndash more than an
individual technology platform There
are many technology vendors with ABM
solutions which can support pieces of
an overall ABM strategy This response
potentially shows that ABM solutions
have significant room for growth ndash as
long as the tools support the strategy
53 of marketers are engaged in account-based marketing (ABM) at some level
CH
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32State of Revenue Marketing Report | Heinz Marketing
89 11
None ABM Tech (CaliberMind Engagio Demandbase Terminus etc)
Revenue Marketers
Pipeline Marketers
Activity Marketers
43
65
57
35
USE OF DEDICATED ABM TECHNOLOGY
Revenue Marketers
are 16x more likely to use
Account-Based-Marketing Technology (Revenue Marketers vs Pipeline Marketers)
CH
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4
33State of Revenue Marketing Report | Heinz Marketing
01 03 05 07 0902 04 06 08 10
Siloed Marketing and Sales Data Is The Enemy of Revenue Marketing
the customer relationship management
(CRM) and marketing automation
platform (MAP) data to help them
achieve revenue objectives
Marketers are moderately confident in
their CRM and marketing systems data
Data fuels overall marketing
effectiveness Without quality data
sales pipelines will flounder simply
because there isnrsquot enough information
to focus marketing and sales efforts on
the right audience Data management is
hard and often a low priority This shows
in confidence levels marketers have in
HOW CONFIDENT ARE YOU IN THE QUALITY OF YOUR CRM AND
MARKETING DATA TO HELP ACHIEVE YOUR REVENUE OBJECTIVES
0CH
AP
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R 0
4
34State of Revenue Marketing Report | Heinz Marketing
What Makes Revenue Marketers Tick
LAST LOOK
35State of Revenue Marketing Report | Heinz Marketing
ALIGNING WITH SALES
ON REVENUE CYCLE
INTEGRATING TECH
CENTRALIZING REVENUE DATA
AUTOMATING REPORTS
MEASURING amp
FORECASTING
Revenue Marketers vs
Activity Marketers are
25xRevenue Marketers vs
Activity Marketers are
28xRevenue Marketers vs
Activity Marketers are
32x
more likely to integrate their
tech centralize revenue data
and automate reporting
more likely to be able to forecast
marketing performance and
measure Pipeline Velocity
more likely to align with sales
on the Revenue Cycle
From embracing organizational change to integrating tech stacks centralizing data
automating reports and pushing the boundaries of audience activation Revenue
Marketers stand out from the pack
36State of Revenue Marketing Report | Heinz Marketing
What Revenue Marketers Do that Separate Them from Everybody Else
They measure to improve
not to prove
They measure and report on
volume value and velocity
(last one is key)
They integrate tech stacks
with ease (using a CDP or
other technologies)
They centralize data (using a CDP
or other technologies)
They are independent of IT and BI
teams and can answer marketing
and sales questions close to real
time even before sales
They automate their marketing
and sales enablement from fixing
and enriching data to scoring
and routing leads and accounts
to attribution and ICP and alerting
sales in real time
They use a mix of go-to-market
(GTM) strategies to optimize for
revenue (aka Hybrid ABM)
They support sales all the way
down to ClosedWon and beyond
(upsellcross-sell)
They work closely with
marketing ops
They commit to 30 or more of
actual revenue and bookings not
just pipeline
They are highly confident in their
ability to hit the revenue target
They work backwards from a
revenue goal using GQMD (Goal
Question Metric Data)
They set their target and commit
numbers early on in the quarter
and are using revenue marketing
software to forecast against it with
trending data week over week
month over month etc
37State of Revenue Marketing Report | Heinz Marketing
Revenue MarketingAssessment
APPENDIX A
Data from this report was used to create our benchmark tool
A complimentary easy self-assessment tool is available online
to help marketers benchmark their revenue marketing maturity
against peers and receive best practices and next steps to
advance their skills
38State of Revenue Marketing Report | Heinz Marketing
MARKETING CHARACTERISTICS
Activity Marketers (33) Pipeline Marketers (45) Revenue Marketers (22)
Accountable for Leads MQLs Activities Pipeline Sourced Influenced RevenueBookings
Revenue Cycle amp Goal NAFunnel Metrics
10 - 30
Funnel + Revenue Metrics
gt 30
GTM Strategy Lead Generation Demand Generation ABM Demand Hybrid ABM PQL
Team Varies Marketing Ops Marketing Ops Analyst BI
Measuring Volume Volume Value Volume Value Velocity
Reporting Past Past Present (Real-time) Past Present Future
(Forecasting)
Attribution ROI NA or First LastWeighted Multi-touch
ROI gt 15x
Algorithmic
ROI gt 2x
Tech Stack
amp Automation
Basic siloed
Basic email automation
CRM - MAP 11 Sync
native connectors
Using point tools to automate
some tasks such as emails and
nurturing
2-way API
integration (Read Write)
Using multi-step automation to fix
data enrich leads segment ideal
customers build target account
lists alert sales and more
Marketing
amp Sales Data
Siloed using spreadsheets
multiple dashboardsCRM MAP reports
One automated dashboard
for any and all revenue data
(aka Single Source of Truth)
(marketing sales product
customer success)
Marketing
amp Sales AlignmentMisaligned lsquoGot leadsrsquo Semi-aligned
Fully-aligned on one
revenue number
39State of Revenue Marketing Report | Heinz Marketing
WHATrsquoS NEXT
Improve your Revenue Marketing skills with our online self assessment tool
Find out how you stack up against your peers and uncover more insights on
marketing measurment analytics revenue attribution ROI and workflow automation
Wersquove used all the benchmarking data from this report to create an easy to use
online self assessment tool that you can use
TAKE THE ASSESSMENT
40State of Revenue Marketing Report | Heinz Marketing
Survey Demographics
241 Benchmark Survey respondents represent a cross-section
of industries company sizes roles and market focus Marketers
who work for large medium and small organizations as well as
those who focus on enterprise mid-market and small business
are all represented Additionally most respondents work in
B2B marketing operations demand generation or VPCMO
roles The responses provide a valuable cross-section of input
on the priorities challenges faced capabilities and objectives
41State of Revenue Marketing Report | Heinz Marketing
ROLE WITHIN MARKETING
205 CMO VP of Marketing
1967 Marketing Operations
1213 Demand Generation
10 C-level Executive
SIZE OF MARKETING TEAMS
36 have 1-3 people
22 have 4-5 people
15 have 6-10 people
26 have 11 or more people
TOP INDUSTRIES
44 Tech
22 Professional Services
9 Manufacturing
COMPANY SIZE
25 1-25 employees
45 26-500 employees
15 501-2500 employees
15 Over 2500 employees
MARKET SEGMENT FOCUS
18 Small Business
39 Mid-Market
42 Enterprise
42State of Revenue Marketing Report | Heinz Marketing
A Heinz Marketing Report Commissioned By CaliberMind
ABOUT HEINZ MARKETING
Heinz Marketing is a B2B marketing and sales acceleration
firm that delivers measurable revenue results Every strategy
tactic and action has a specific measured purpose Instead
of focusing on the activities we focus on the outcomes
What really matters is sales pipeline closing business and
accelerating revenue Follow us on Twitter HeinzMarketing
httpswwwheinzmarketingcom
ABOUT CALIBERMIND
CaliberMind is the leading B2B Customer Data Platform for
Revenue Marketers By bringing together data analytics
attribution and smart workflow automation CaliberMind
empowers marketing and sales teams to grow revenue
faster together FREE to try easy to buy and use and 100
UnMarTech
httpswwwcalibermindcom
All rights reserved No part of this
publication may be reproduced or
transmitted in any form or by any
means electronic or mechanical
including photocopy recording or
any information storage and retrieval
system without prior permission in
writing from the publisher
Copyright copyCaliberMind Inc 2018
6State of Revenue Marketing Report | Heinz Marketing
Revenue Accountability Continues to Grow but Marketers
Struggle to Hit Revenue Goals
B2B marketers are increasingly accountable for revenue CMOs and VPs are
expected to show measurable results and those who canrsquot deliver have some of
the shortest tenure of any C-suite executive This means B2B marketers at all levels
must focus on sourcing a specific percentage of overall revenue while helping build
the sales pipeline with qualified opportunities This is a massive shift from traditional
activity-based marketing or marketing communications to one that enables the
revenue success of the entire organization mdash more so than even sales
See page 9
Poorly Defined Revenue Cycle Manual Reporting Siloed Marketing Tech and
Data Stand in the Way of Revenue Marketing
B2B marketers face multiple challenges that hinder success in revenue marketing
Poorly defined revenue cycles manual reporting and siloed marketing and sales
tech and data are some of the challenges that stand in the way Reporting has
become inefficient and burdensome as a result of inefficient CRM and marketing
automation systems poorly defined data requirements from management and
inadequate skills
See page 20
01
02
FIVE KEY TAKEAWAYS
Executive Summary
7State of Revenue Marketing Report | Heinz Marketing
Measurement and Analytics Evolve from Reporting on the Past to
Forecasting the Future
Revenue marketers are moving from reporting and analyzing past and present marketing
performance to setting targets commits and forecasting the future That means skills
process and tools will all need to improve to serve the needs of revenue marketers
See page 21
Marketing Ops Your Revenue Operators
Marketing Ops has emerged as an increasingly strategic function to lead the revenue
marketing effort Marketing Ops builds and runs the campaigns manages data
analyzes results and ensures effective technology use The survey shows how much
CMOs need Marketing Operations to drive measure results and navigate to future
revenue marketing success
See page 13
Revenue Marketers Embrace Martech Integration Data
Centralization and Workflow Automation
Analytics and workflow automation are where revenue marketers expect the most
growth in the next two years Internally revenue marketers view automation as a way
to creating more efficiency in their operations Marketers see it as a way to get more
from their data and ramp up analytics without burdening their teams
See page 29
03
04
05
8State of Revenue Marketing Report | Heinz Marketing
Revenue Marketing Objectives Accountability and Challenges
01
9State of Revenue Marketing Report | Heinz Marketing
03
CH
AP
TE
R 0
1
TOP 3 OBJECTIVES FOR REVENUE MARKETING IN 2018-2019Revenue Marketing Objectives
Revenue Marketing
Accountability
Prove marketing
contribution
to revenue
Measure and
report on
marketing ROI
Improve
existing marketing
campaigns
01 02
B2B marketers are increasingly
accountable for revenue CMOs and
VPs are expected to show measurable
results and those who canrsquot deliver
have some of the shortest tenures in
the C-suite This means B2B marketers
at all levels must focus on sourcing a
specific percentage of overall revenue
and while helping build the sales
pipeline with qualified opportunities
This is a massive shift from traditional
activity-based marketing or marketing
communications to one that enables
the revenue success of the entire
organization ndash more so than even sales
67 of B2B marketers are accountable for revenue performance or contribution
gt30 Marketing Sourced Revenue for Revenue Marketers
Revenue Goals
10State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
1
Revenue Priorities
Even though marketers increasingly focus on revenue
performance lead generation weighs heavily This year more
marketers are looking to drive revenue from existing accounts
(cross-sell and upsell)
Revenue Marketers are 65x more likely to grow revenue from existing customer accounts (Revenue Marketers vs Lead Marketers)
Revenue Marketers have the highest
percentage of marketing-sourced
revenue through new accounts
ahead of both Pipeline Marketers
and Activity Marketers However
Revenue Marketers also grow revenue
throughout the entire customer
lifecycle through upsells and cross-
sells driving the highest percentage
of revenue influence from existing
customer accounts
Pipeline Marketers
Pipeline Marketers
Pipeline Marketers
Activity Marketers
Activity Marketers
Activity Marketers
Marketing-sourced revenue through new accounts
78
69
32
64
Generate more leads
94
36
78
34
12
Revenue influence from existing customer accounts
Revenue Marketers
Revenue Marketers
Revenue Marketers
11State of Revenue Marketing Report | Heinz Marketing
Marketers at all performance levels
struggle with lack of data and analytics
skills in their quest to grow revenue
For Revenue Marketers the main
challenges are poorly managed
marketing technology and siloed data
Many factors play into how much confidence B2B marketers have in achieving a
revenue goal Strategy people skills and capabilities organizational alignment
management budget data and technology are just a few Our research shows that
Revenue Marketers have a much higher level of confidence in their ability to hit their
organizationrsquos revenue goals compare to Activity and Pipeline Marketers
TOP REVENUE MARKETING CHALLENGES BY PERFORMANCE LEVEL
For Lead Marketers that arenrsquot quite as
far down the revenue path they struggle
more with foundational issues such a
clear definition of the revenue cycle
Revenue Marketing
Challenges
Revenue Marketing
Confidence
Activity Marketers Pipeline Marketers Revenue Marketers
01Poorly defined or lack
of revenue cycle
Lack of data and
analytics skillsLack of data and analytics skills
02Lack of data and
analytics skills
Poorly defined or lack
of revenue cycle
Poorly managed silos of marketing
and sales tech and data
03Poorly managed silos of marketing
and sales tech and data
Poorly managed silos of marketing
and sales tech and data
Poorly defined or lack
of revenue cycle
CH
AP
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R 0
1
12State of Revenue Marketing Report | Heinz Marketing
The Revenue Marketing Operations Team Analytics Skills and Capabilities
02
13State of Revenue Marketing Report | Heinz Marketing
Marketing Ops Your Revenue Marketing Operators
CH
AP
TE
R 0
2
generation managing data measuring
results and providing analytical insights
in the business However skills and
capabilities must evolve and grow
in order for Marketing Operations to
provide the necessary strategic value
for the business Marketing Operations
after all goes well beyond pulling
marketing technology levers and
pushing buttons
Just a few years ago there wasnrsquot
a function known as ldquomarketing
operationsrdquo Now companies of
all sizes are hiring marketers and
building teams that focus heavily on
driving the demand generation and
pipeline management strategy through
technology and data management
Marketing Operations will continue
to grow in strategic value simply
because of the core focus on revenue
14State of Revenue Marketing Report | Heinz Marketing
03
CH
AP
TE
R 0
2
THE TOP THREE MARKETING FUNCTIONS IN
CHARGE OF ANALYZING REVENUE MARKETING
Marketing
Operations
(31)
CMO or
Marketing VP
(22)
Demand
Generation
(11)
01 02
Marketing Operations is most commonly
identified as the functional role that
owns revenue data analysis However
subsequent responses show that
Marketing Operations pros may not
have the quality data or skills to present
detailed and sophisticated analysis
for internal stakeholders such as the
C-suite investors or board members
CMOs or VPs are ranked second in
charge of owning Revenue Marketing
data analysis This is revealing because
ultimately the CMO or Marketing VP is
accountable for revenue results and the
detailed analysis that all stakeholders rely
on to make better business decisions
58 of marketing teams have dedicated full-time marketing and sales operations
15State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
2
Revenue Marketers ensure that their
processes are as efficient as possible
so they can keep their focus on growing
the bottom line Because Revenue
Marketers automate reporting they
spend half the time on those processes
than Pipeline Marketers who manually
pull data and reports
1-2 Days 3-5 Days Over 5 Days
Revenue Marketers
Pipeline Marketers
Activity Marketers
76
38
13
11
44
23
13
18
64
Revenue Marketers Automate Reporting
16State of Revenue Marketing Report | Heinz Marketing
Revenue Marketers spend
2 days a month on average pulling
data and preparing Revenue Marketing reports compare
to 5 days a month on average for
Demand Marketers
data requirements from management
inadequate skills and the overall
demands of B2B marketers in day-to-
day operations
This data indicates how inefficient and
burdensome reporting has become
There are many reasons for this
including inefficient CRM and marketing
automation systems poorly defined CH
AP
TE
R 0
2
17State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
2
01 03 05 07 0902 04 06 08 10
Marketing Ops Lack the Data and Analytics Skills Required for Revenue Marketing
Successful Marketing Ops pros will
have strong analysis capability That
means the ability to collect and manage
the right data but also to analyze and
interpret the results with the CMO
Marketing Operations pros are likely
strongest in managing the marketing
tech stack and implementing programs
and weaker in revenue analysis
Marketers give themselves moderately
proficient ratings in our survey
SCALE 1-10 HOW PROFICIENT IS YOUR MARKETING TEAM
ANALYZING MARKETING DATA
(1 not proficient 5 moderately proficient and 10 highly proficient)
0
18State of Revenue Marketing Report | Heinz Marketing
(Basic) Reporting on past performance and activity metrics
92
76
38
68
(Intermediate) Reporting and analysis of historical and current performance
29
84
40
17
6
(Advanced) Reporting and analysis models that can forecast future performance
Revenue Marketers are 24x
more likely to Forecast Revenue Performance (Revenue Marketers vs Demand Marketers)
CH
AP
TE
R 0
2
Pipeline Marketers
Pipeline Marketers
Pipeline Marketers
Activity Marketers
Activity Marketers
Activity Marketers
Revenue Marketers
Revenue Marketers
Revenue Marketers
19State of Revenue Marketing Report | Heinz Marketing
Measuring What Matters for Revenue Marketing Performance
03
20State of Revenue Marketing Report | Heinz Marketing
31
CH
AP
TE
R 0
3
CLEARLY DEFINED REVENUE CYCLE
Revenue
Marketers
Pipeline
Marketers
Activity
Marketers
83 54
An entire organization should align
behind the full funnel marketing stages
for driving revenue If marketing has a
flavor of stages while sales uses another
flavor inefficiencies will develop and
result in missed revenue targets
Revenue Marketers are 25x more
likely to have Clearly Defined and Documented Revenue Cycle(Revenue Marketers vs Activity Marketers)
Well-Defined and Documented
Revenue Cycle Is Key to Revenue
Marketing
21State of Revenue Marketing Report | Heinz Marketing
TOP MARKETING METRICS BY PERFORMANCE LEVEL
Activity Marketers Pipeline Marketers Revenue Marketers
01 LeadMQL Pipeline Sourced Influenced RevenueBookings
02 NA RevenueBookings Pipeline Sourced Influenced
03 NA LeadMQL LeadMQL
CH
AP
TE
R 0
3
For Revenue Marketers Revenue Metrics Are All That Matter
remains LeadMQL since at this level of
performance itrsquos hard for marketers to
measure and prove revenue impact
Revenue Marketers naturally rank
revenue metrics much higher than Lead
MQL For Lead Marketers the top metric
22State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
3
While most marketers now measure
volume (leads clicks content
downloads etc) and some measure
value (pipeline ROI etc) most Revenue
Marketers can measure and report on
Pipeline Velocity
marketers to report on how their
marketing effort impacts the high and
low points of pipeline acceleration
Pipeline velocity combines all of these
numbers in one to show if marketing
increases or decreases sales speed
This is a missed opportunity for
Revenue Marketers are 32x more
likely to Measure Pipeline Velocity(Revenue Marketers vs Activity Marketers)
The One Metric That Separates
Successful Revenue
Marketers from Everyone Else
VELOCITY=Qualified Opportunities() bull Win Rate() bull Deal Size($)
Length of Sales Cycles(days)
23State of Revenue Marketing Report | Heinz Marketing
SELECT THE METRICS YOU TRACK TO MEASURE DEMAND GENERATION PROGRAMS
CH
AP
TE
R 0
3
Inquiries Leads MQLs
Revenue
Conversion rates at each stage
Sales pipeline velocity
Number of opportunities
Time between conversion stages
Pipeline Creation
Conversion trending over time
Other (please specify)
10 30 50 70 9020 40 60 80 1000
ROI Measurement Is Key to Revenue
Marketing
C-suite executives will increasingly
demand ROI numbers on overall
marketing budget performance Itrsquos
critical for planning and adjustments
Budgets are routinely adjusted up or
down When that happens executives
want to understand the impact to the
business and right now not enough
marketers can provide the answer
Whatrsquos alarming is that
53 of marketers canrsquot measure or are unsure of their ROI
24State of Revenue Marketing Report | Heinz Marketing
Less than 1x ROI 1-2x ROI Over 2x ROI
Revenue Marketers
Pipeline Marketers
Activity Marketers NA
21
31
44
52
35
17
Revenue Marketers are 2x
more likely to have Greater ROI
With marketers who can measure ROI
returns commonly fall in the 15-2x
range That means for every marketing
dollar spent $150 to $2 of revenue is
generated As revenue accountability
grows we expect measuring ROI
performance will also grow as a
requirement because of the implications
in setting budgets
CH
AP
TE
R 0
3
25State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
3
DOES YOUR CURRENT MARKETING REPORTING AND ANALYSIS PROVIDE THE
INFORMATION YOUR EXECUTIVES BOARD AND INVESTORS EXPECT
Partially
Itrsquos a moving target Wersquore Struggling
Yes
No
Not Sure
10 30 50 70 9020 40 60 80 1000
Most alarming is that 34 of marketers
arenrsquot providing the proper analysis and
reports expected of them Perhaps they
donrsquot know whatrsquos expected of them or
the expectations change so much itrsquos a
moving target for marketers
The Big Marketing
and Business Disconnect
Marketers struggle with providing
data and analysis that executive
managers expect
Only 34 of marketers provide the data and analysis the C-suite and board expect
26State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
3
WHAT MARKETING METRICS ARE YOU CURRENTLY REPORTING TO YOUR C-SUITE
Activity-based metrics
Funnel metrics
Revenue metrics
Other (please specify)
10 30 50 70 9020 40 60 80 1000
Revenue metrics are the top metrics
reported to the C-suite These metrics
include sourced revenue opportunity
creation and pipeline velocity Funnel
metrics which include inquiries qualified
leads and conversion rates are second-
most reported to the C-suite Activity-
based metrics are still highly reported to
executives even though itrsquos difficult to
directly connect to revenue
Which marketing
metrics are you currently
reporting to your C-suite
27State of Revenue Marketing Report | Heinz Marketing
Revenue Marketing Technology and Data
04
28State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
4
Marketers Live in Spreadsheet Hell CRM and
Marketing Automation
Offer Limited Reporting
Marketers canrsquot live without
spreadsheets or slide decks even
when measuring and managing
revenue pipelines The main reasons
for using tools like Microsoft Office
Excel PowerPoint and Google Docs
is the need to compile data perform
calculations and make it
presentable and consumable for a
broader audience
CRM and marketing automation are
the third and fourth most used tools for
analytics and pipeline management
Business Intelligence is a distant fifth in
tools used
Marketing technology vendors can
innovate their analytics capabilities to
make it easier for marketers to conduct
analysis within the systems of record
Spreadsheets and slide decks will
likely always be a part of the marketing
toolset However based on
responses to this benchmark survey
itrsquos likely that disparate tools require
significant amounts of time each month
to gather analyze and communicate
data which takes marketers away from
driving revenue
WHAT TECHNOLOGIES DO YOU USE FOR MARKETING ANALYTICS AND PIPELINE MANAGEMENT
Spreadsheets (ExcelGoogle)
Customer Data Platform
PowerPoint
Data Warehouse Data Lake
CRM
Business Intelligence
Marketing Automation
Marketing Performance
Other (please specify)
10 30 50 70 9020 40 60 80 1000
29State of Revenue Marketing Report | Heinz Marketing
48 44 8
Spreadsheets CRM MAP Purpose Built
Revenue Marketers
Pipeline Marketers
Activity Marketers
21
32
45
56
34
12
Revenue Marketers are 28x more
likely to Centralize Data and Automate Reporting using purpose-built tools such as
Customer Data Platforms (Revenue Marketers vs Pipeline Marketers)
USE OF TECHNOLOGIES FOR MARKETING ANALYTICS amp PIPELINE MANAGEMENT
CH
AP
TE
R 0
4
30State of Revenue Marketing Report | Heinz Marketing
67 21 12
None Google Analytics Revenue Attribution (CaliberMind
Bizible BrightFunnel etc)
Revenue Marketers
Pipeline Marketers
Activity Marketers
6
36
30
44
64
20
USE OF ATTRIBUTION TECHNOLOGY
Attribution Adoption
Has a Long Way to Go
Response to this question included a variety of technologies and indicates
attribution adoption has a long way to go with nearly 41 of marketers not using any
attribution technology Attribution is a critical tool in measuring revenue performance
and ROI We anticipate increased requirements for marketers with attribution analysis
skills and tools usage
Revenue Marketers are 32x more
likely to use Revenue Attribution Technology (Revenue Marketers vs Demand Marketers)
CH
AP
TE
R 0
4
31State of Revenue Marketing Report | Heinz Marketing
ABM is a Go To Market
Strategy Not a Tech Category
More organizations are pursuing
ABM as a strategy each year as
confidence grows and best practices
are learned However a significant
number of organizations are pursuing
ABM programs without focused tools
and technologies This makes sense
because account-based marketing is
a strategy and process ndash more than an
individual technology platform There
are many technology vendors with ABM
solutions which can support pieces of
an overall ABM strategy This response
potentially shows that ABM solutions
have significant room for growth ndash as
long as the tools support the strategy
53 of marketers are engaged in account-based marketing (ABM) at some level
CH
AP
TE
R 0
4
32State of Revenue Marketing Report | Heinz Marketing
89 11
None ABM Tech (CaliberMind Engagio Demandbase Terminus etc)
Revenue Marketers
Pipeline Marketers
Activity Marketers
43
65
57
35
USE OF DEDICATED ABM TECHNOLOGY
Revenue Marketers
are 16x more likely to use
Account-Based-Marketing Technology (Revenue Marketers vs Pipeline Marketers)
CH
AP
TE
R 0
4
33State of Revenue Marketing Report | Heinz Marketing
01 03 05 07 0902 04 06 08 10
Siloed Marketing and Sales Data Is The Enemy of Revenue Marketing
the customer relationship management
(CRM) and marketing automation
platform (MAP) data to help them
achieve revenue objectives
Marketers are moderately confident in
their CRM and marketing systems data
Data fuels overall marketing
effectiveness Without quality data
sales pipelines will flounder simply
because there isnrsquot enough information
to focus marketing and sales efforts on
the right audience Data management is
hard and often a low priority This shows
in confidence levels marketers have in
HOW CONFIDENT ARE YOU IN THE QUALITY OF YOUR CRM AND
MARKETING DATA TO HELP ACHIEVE YOUR REVENUE OBJECTIVES
0CH
AP
TE
R 0
4
34State of Revenue Marketing Report | Heinz Marketing
What Makes Revenue Marketers Tick
LAST LOOK
35State of Revenue Marketing Report | Heinz Marketing
ALIGNING WITH SALES
ON REVENUE CYCLE
INTEGRATING TECH
CENTRALIZING REVENUE DATA
AUTOMATING REPORTS
MEASURING amp
FORECASTING
Revenue Marketers vs
Activity Marketers are
25xRevenue Marketers vs
Activity Marketers are
28xRevenue Marketers vs
Activity Marketers are
32x
more likely to integrate their
tech centralize revenue data
and automate reporting
more likely to be able to forecast
marketing performance and
measure Pipeline Velocity
more likely to align with sales
on the Revenue Cycle
From embracing organizational change to integrating tech stacks centralizing data
automating reports and pushing the boundaries of audience activation Revenue
Marketers stand out from the pack
36State of Revenue Marketing Report | Heinz Marketing
What Revenue Marketers Do that Separate Them from Everybody Else
They measure to improve
not to prove
They measure and report on
volume value and velocity
(last one is key)
They integrate tech stacks
with ease (using a CDP or
other technologies)
They centralize data (using a CDP
or other technologies)
They are independent of IT and BI
teams and can answer marketing
and sales questions close to real
time even before sales
They automate their marketing
and sales enablement from fixing
and enriching data to scoring
and routing leads and accounts
to attribution and ICP and alerting
sales in real time
They use a mix of go-to-market
(GTM) strategies to optimize for
revenue (aka Hybrid ABM)
They support sales all the way
down to ClosedWon and beyond
(upsellcross-sell)
They work closely with
marketing ops
They commit to 30 or more of
actual revenue and bookings not
just pipeline
They are highly confident in their
ability to hit the revenue target
They work backwards from a
revenue goal using GQMD (Goal
Question Metric Data)
They set their target and commit
numbers early on in the quarter
and are using revenue marketing
software to forecast against it with
trending data week over week
month over month etc
37State of Revenue Marketing Report | Heinz Marketing
Revenue MarketingAssessment
APPENDIX A
Data from this report was used to create our benchmark tool
A complimentary easy self-assessment tool is available online
to help marketers benchmark their revenue marketing maturity
against peers and receive best practices and next steps to
advance their skills
38State of Revenue Marketing Report | Heinz Marketing
MARKETING CHARACTERISTICS
Activity Marketers (33) Pipeline Marketers (45) Revenue Marketers (22)
Accountable for Leads MQLs Activities Pipeline Sourced Influenced RevenueBookings
Revenue Cycle amp Goal NAFunnel Metrics
10 - 30
Funnel + Revenue Metrics
gt 30
GTM Strategy Lead Generation Demand Generation ABM Demand Hybrid ABM PQL
Team Varies Marketing Ops Marketing Ops Analyst BI
Measuring Volume Volume Value Volume Value Velocity
Reporting Past Past Present (Real-time) Past Present Future
(Forecasting)
Attribution ROI NA or First LastWeighted Multi-touch
ROI gt 15x
Algorithmic
ROI gt 2x
Tech Stack
amp Automation
Basic siloed
Basic email automation
CRM - MAP 11 Sync
native connectors
Using point tools to automate
some tasks such as emails and
nurturing
2-way API
integration (Read Write)
Using multi-step automation to fix
data enrich leads segment ideal
customers build target account
lists alert sales and more
Marketing
amp Sales Data
Siloed using spreadsheets
multiple dashboardsCRM MAP reports
One automated dashboard
for any and all revenue data
(aka Single Source of Truth)
(marketing sales product
customer success)
Marketing
amp Sales AlignmentMisaligned lsquoGot leadsrsquo Semi-aligned
Fully-aligned on one
revenue number
39State of Revenue Marketing Report | Heinz Marketing
WHATrsquoS NEXT
Improve your Revenue Marketing skills with our online self assessment tool
Find out how you stack up against your peers and uncover more insights on
marketing measurment analytics revenue attribution ROI and workflow automation
Wersquove used all the benchmarking data from this report to create an easy to use
online self assessment tool that you can use
TAKE THE ASSESSMENT
40State of Revenue Marketing Report | Heinz Marketing
Survey Demographics
241 Benchmark Survey respondents represent a cross-section
of industries company sizes roles and market focus Marketers
who work for large medium and small organizations as well as
those who focus on enterprise mid-market and small business
are all represented Additionally most respondents work in
B2B marketing operations demand generation or VPCMO
roles The responses provide a valuable cross-section of input
on the priorities challenges faced capabilities and objectives
41State of Revenue Marketing Report | Heinz Marketing
ROLE WITHIN MARKETING
205 CMO VP of Marketing
1967 Marketing Operations
1213 Demand Generation
10 C-level Executive
SIZE OF MARKETING TEAMS
36 have 1-3 people
22 have 4-5 people
15 have 6-10 people
26 have 11 or more people
TOP INDUSTRIES
44 Tech
22 Professional Services
9 Manufacturing
COMPANY SIZE
25 1-25 employees
45 26-500 employees
15 501-2500 employees
15 Over 2500 employees
MARKET SEGMENT FOCUS
18 Small Business
39 Mid-Market
42 Enterprise
42State of Revenue Marketing Report | Heinz Marketing
A Heinz Marketing Report Commissioned By CaliberMind
ABOUT HEINZ MARKETING
Heinz Marketing is a B2B marketing and sales acceleration
firm that delivers measurable revenue results Every strategy
tactic and action has a specific measured purpose Instead
of focusing on the activities we focus on the outcomes
What really matters is sales pipeline closing business and
accelerating revenue Follow us on Twitter HeinzMarketing
httpswwwheinzmarketingcom
ABOUT CALIBERMIND
CaliberMind is the leading B2B Customer Data Platform for
Revenue Marketers By bringing together data analytics
attribution and smart workflow automation CaliberMind
empowers marketing and sales teams to grow revenue
faster together FREE to try easy to buy and use and 100
UnMarTech
httpswwwcalibermindcom
All rights reserved No part of this
publication may be reproduced or
transmitted in any form or by any
means electronic or mechanical
including photocopy recording or
any information storage and retrieval
system without prior permission in
writing from the publisher
Copyright copyCaliberMind Inc 2018
7State of Revenue Marketing Report | Heinz Marketing
Measurement and Analytics Evolve from Reporting on the Past to
Forecasting the Future
Revenue marketers are moving from reporting and analyzing past and present marketing
performance to setting targets commits and forecasting the future That means skills
process and tools will all need to improve to serve the needs of revenue marketers
See page 21
Marketing Ops Your Revenue Operators
Marketing Ops has emerged as an increasingly strategic function to lead the revenue
marketing effort Marketing Ops builds and runs the campaigns manages data
analyzes results and ensures effective technology use The survey shows how much
CMOs need Marketing Operations to drive measure results and navigate to future
revenue marketing success
See page 13
Revenue Marketers Embrace Martech Integration Data
Centralization and Workflow Automation
Analytics and workflow automation are where revenue marketers expect the most
growth in the next two years Internally revenue marketers view automation as a way
to creating more efficiency in their operations Marketers see it as a way to get more
from their data and ramp up analytics without burdening their teams
See page 29
03
04
05
8State of Revenue Marketing Report | Heinz Marketing
Revenue Marketing Objectives Accountability and Challenges
01
9State of Revenue Marketing Report | Heinz Marketing
03
CH
AP
TE
R 0
1
TOP 3 OBJECTIVES FOR REVENUE MARKETING IN 2018-2019Revenue Marketing Objectives
Revenue Marketing
Accountability
Prove marketing
contribution
to revenue
Measure and
report on
marketing ROI
Improve
existing marketing
campaigns
01 02
B2B marketers are increasingly
accountable for revenue CMOs and
VPs are expected to show measurable
results and those who canrsquot deliver
have some of the shortest tenures in
the C-suite This means B2B marketers
at all levels must focus on sourcing a
specific percentage of overall revenue
and while helping build the sales
pipeline with qualified opportunities
This is a massive shift from traditional
activity-based marketing or marketing
communications to one that enables
the revenue success of the entire
organization ndash more so than even sales
67 of B2B marketers are accountable for revenue performance or contribution
gt30 Marketing Sourced Revenue for Revenue Marketers
Revenue Goals
10State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
1
Revenue Priorities
Even though marketers increasingly focus on revenue
performance lead generation weighs heavily This year more
marketers are looking to drive revenue from existing accounts
(cross-sell and upsell)
Revenue Marketers are 65x more likely to grow revenue from existing customer accounts (Revenue Marketers vs Lead Marketers)
Revenue Marketers have the highest
percentage of marketing-sourced
revenue through new accounts
ahead of both Pipeline Marketers
and Activity Marketers However
Revenue Marketers also grow revenue
throughout the entire customer
lifecycle through upsells and cross-
sells driving the highest percentage
of revenue influence from existing
customer accounts
Pipeline Marketers
Pipeline Marketers
Pipeline Marketers
Activity Marketers
Activity Marketers
Activity Marketers
Marketing-sourced revenue through new accounts
78
69
32
64
Generate more leads
94
36
78
34
12
Revenue influence from existing customer accounts
Revenue Marketers
Revenue Marketers
Revenue Marketers
11State of Revenue Marketing Report | Heinz Marketing
Marketers at all performance levels
struggle with lack of data and analytics
skills in their quest to grow revenue
For Revenue Marketers the main
challenges are poorly managed
marketing technology and siloed data
Many factors play into how much confidence B2B marketers have in achieving a
revenue goal Strategy people skills and capabilities organizational alignment
management budget data and technology are just a few Our research shows that
Revenue Marketers have a much higher level of confidence in their ability to hit their
organizationrsquos revenue goals compare to Activity and Pipeline Marketers
TOP REVENUE MARKETING CHALLENGES BY PERFORMANCE LEVEL
For Lead Marketers that arenrsquot quite as
far down the revenue path they struggle
more with foundational issues such a
clear definition of the revenue cycle
Revenue Marketing
Challenges
Revenue Marketing
Confidence
Activity Marketers Pipeline Marketers Revenue Marketers
01Poorly defined or lack
of revenue cycle
Lack of data and
analytics skillsLack of data and analytics skills
02Lack of data and
analytics skills
Poorly defined or lack
of revenue cycle
Poorly managed silos of marketing
and sales tech and data
03Poorly managed silos of marketing
and sales tech and data
Poorly managed silos of marketing
and sales tech and data
Poorly defined or lack
of revenue cycle
CH
AP
TE
R 0
1
12State of Revenue Marketing Report | Heinz Marketing
The Revenue Marketing Operations Team Analytics Skills and Capabilities
02
13State of Revenue Marketing Report | Heinz Marketing
Marketing Ops Your Revenue Marketing Operators
CH
AP
TE
R 0
2
generation managing data measuring
results and providing analytical insights
in the business However skills and
capabilities must evolve and grow
in order for Marketing Operations to
provide the necessary strategic value
for the business Marketing Operations
after all goes well beyond pulling
marketing technology levers and
pushing buttons
Just a few years ago there wasnrsquot
a function known as ldquomarketing
operationsrdquo Now companies of
all sizes are hiring marketers and
building teams that focus heavily on
driving the demand generation and
pipeline management strategy through
technology and data management
Marketing Operations will continue
to grow in strategic value simply
because of the core focus on revenue
14State of Revenue Marketing Report | Heinz Marketing
03
CH
AP
TE
R 0
2
THE TOP THREE MARKETING FUNCTIONS IN
CHARGE OF ANALYZING REVENUE MARKETING
Marketing
Operations
(31)
CMO or
Marketing VP
(22)
Demand
Generation
(11)
01 02
Marketing Operations is most commonly
identified as the functional role that
owns revenue data analysis However
subsequent responses show that
Marketing Operations pros may not
have the quality data or skills to present
detailed and sophisticated analysis
for internal stakeholders such as the
C-suite investors or board members
CMOs or VPs are ranked second in
charge of owning Revenue Marketing
data analysis This is revealing because
ultimately the CMO or Marketing VP is
accountable for revenue results and the
detailed analysis that all stakeholders rely
on to make better business decisions
58 of marketing teams have dedicated full-time marketing and sales operations
15State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
2
Revenue Marketers ensure that their
processes are as efficient as possible
so they can keep their focus on growing
the bottom line Because Revenue
Marketers automate reporting they
spend half the time on those processes
than Pipeline Marketers who manually
pull data and reports
1-2 Days 3-5 Days Over 5 Days
Revenue Marketers
Pipeline Marketers
Activity Marketers
76
38
13
11
44
23
13
18
64
Revenue Marketers Automate Reporting
16State of Revenue Marketing Report | Heinz Marketing
Revenue Marketers spend
2 days a month on average pulling
data and preparing Revenue Marketing reports compare
to 5 days a month on average for
Demand Marketers
data requirements from management
inadequate skills and the overall
demands of B2B marketers in day-to-
day operations
This data indicates how inefficient and
burdensome reporting has become
There are many reasons for this
including inefficient CRM and marketing
automation systems poorly defined CH
AP
TE
R 0
2
17State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
2
01 03 05 07 0902 04 06 08 10
Marketing Ops Lack the Data and Analytics Skills Required for Revenue Marketing
Successful Marketing Ops pros will
have strong analysis capability That
means the ability to collect and manage
the right data but also to analyze and
interpret the results with the CMO
Marketing Operations pros are likely
strongest in managing the marketing
tech stack and implementing programs
and weaker in revenue analysis
Marketers give themselves moderately
proficient ratings in our survey
SCALE 1-10 HOW PROFICIENT IS YOUR MARKETING TEAM
ANALYZING MARKETING DATA
(1 not proficient 5 moderately proficient and 10 highly proficient)
0
18State of Revenue Marketing Report | Heinz Marketing
(Basic) Reporting on past performance and activity metrics
92
76
38
68
(Intermediate) Reporting and analysis of historical and current performance
29
84
40
17
6
(Advanced) Reporting and analysis models that can forecast future performance
Revenue Marketers are 24x
more likely to Forecast Revenue Performance (Revenue Marketers vs Demand Marketers)
CH
AP
TE
R 0
2
Pipeline Marketers
Pipeline Marketers
Pipeline Marketers
Activity Marketers
Activity Marketers
Activity Marketers
Revenue Marketers
Revenue Marketers
Revenue Marketers
19State of Revenue Marketing Report | Heinz Marketing
Measuring What Matters for Revenue Marketing Performance
03
20State of Revenue Marketing Report | Heinz Marketing
31
CH
AP
TE
R 0
3
CLEARLY DEFINED REVENUE CYCLE
Revenue
Marketers
Pipeline
Marketers
Activity
Marketers
83 54
An entire organization should align
behind the full funnel marketing stages
for driving revenue If marketing has a
flavor of stages while sales uses another
flavor inefficiencies will develop and
result in missed revenue targets
Revenue Marketers are 25x more
likely to have Clearly Defined and Documented Revenue Cycle(Revenue Marketers vs Activity Marketers)
Well-Defined and Documented
Revenue Cycle Is Key to Revenue
Marketing
21State of Revenue Marketing Report | Heinz Marketing
TOP MARKETING METRICS BY PERFORMANCE LEVEL
Activity Marketers Pipeline Marketers Revenue Marketers
01 LeadMQL Pipeline Sourced Influenced RevenueBookings
02 NA RevenueBookings Pipeline Sourced Influenced
03 NA LeadMQL LeadMQL
CH
AP
TE
R 0
3
For Revenue Marketers Revenue Metrics Are All That Matter
remains LeadMQL since at this level of
performance itrsquos hard for marketers to
measure and prove revenue impact
Revenue Marketers naturally rank
revenue metrics much higher than Lead
MQL For Lead Marketers the top metric
22State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
3
While most marketers now measure
volume (leads clicks content
downloads etc) and some measure
value (pipeline ROI etc) most Revenue
Marketers can measure and report on
Pipeline Velocity
marketers to report on how their
marketing effort impacts the high and
low points of pipeline acceleration
Pipeline velocity combines all of these
numbers in one to show if marketing
increases or decreases sales speed
This is a missed opportunity for
Revenue Marketers are 32x more
likely to Measure Pipeline Velocity(Revenue Marketers vs Activity Marketers)
The One Metric That Separates
Successful Revenue
Marketers from Everyone Else
VELOCITY=Qualified Opportunities() bull Win Rate() bull Deal Size($)
Length of Sales Cycles(days)
23State of Revenue Marketing Report | Heinz Marketing
SELECT THE METRICS YOU TRACK TO MEASURE DEMAND GENERATION PROGRAMS
CH
AP
TE
R 0
3
Inquiries Leads MQLs
Revenue
Conversion rates at each stage
Sales pipeline velocity
Number of opportunities
Time between conversion stages
Pipeline Creation
Conversion trending over time
Other (please specify)
10 30 50 70 9020 40 60 80 1000
ROI Measurement Is Key to Revenue
Marketing
C-suite executives will increasingly
demand ROI numbers on overall
marketing budget performance Itrsquos
critical for planning and adjustments
Budgets are routinely adjusted up or
down When that happens executives
want to understand the impact to the
business and right now not enough
marketers can provide the answer
Whatrsquos alarming is that
53 of marketers canrsquot measure or are unsure of their ROI
24State of Revenue Marketing Report | Heinz Marketing
Less than 1x ROI 1-2x ROI Over 2x ROI
Revenue Marketers
Pipeline Marketers
Activity Marketers NA
21
31
44
52
35
17
Revenue Marketers are 2x
more likely to have Greater ROI
With marketers who can measure ROI
returns commonly fall in the 15-2x
range That means for every marketing
dollar spent $150 to $2 of revenue is
generated As revenue accountability
grows we expect measuring ROI
performance will also grow as a
requirement because of the implications
in setting budgets
CH
AP
TE
R 0
3
25State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
3
DOES YOUR CURRENT MARKETING REPORTING AND ANALYSIS PROVIDE THE
INFORMATION YOUR EXECUTIVES BOARD AND INVESTORS EXPECT
Partially
Itrsquos a moving target Wersquore Struggling
Yes
No
Not Sure
10 30 50 70 9020 40 60 80 1000
Most alarming is that 34 of marketers
arenrsquot providing the proper analysis and
reports expected of them Perhaps they
donrsquot know whatrsquos expected of them or
the expectations change so much itrsquos a
moving target for marketers
The Big Marketing
and Business Disconnect
Marketers struggle with providing
data and analysis that executive
managers expect
Only 34 of marketers provide the data and analysis the C-suite and board expect
26State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
3
WHAT MARKETING METRICS ARE YOU CURRENTLY REPORTING TO YOUR C-SUITE
Activity-based metrics
Funnel metrics
Revenue metrics
Other (please specify)
10 30 50 70 9020 40 60 80 1000
Revenue metrics are the top metrics
reported to the C-suite These metrics
include sourced revenue opportunity
creation and pipeline velocity Funnel
metrics which include inquiries qualified
leads and conversion rates are second-
most reported to the C-suite Activity-
based metrics are still highly reported to
executives even though itrsquos difficult to
directly connect to revenue
Which marketing
metrics are you currently
reporting to your C-suite
27State of Revenue Marketing Report | Heinz Marketing
Revenue Marketing Technology and Data
04
28State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
4
Marketers Live in Spreadsheet Hell CRM and
Marketing Automation
Offer Limited Reporting
Marketers canrsquot live without
spreadsheets or slide decks even
when measuring and managing
revenue pipelines The main reasons
for using tools like Microsoft Office
Excel PowerPoint and Google Docs
is the need to compile data perform
calculations and make it
presentable and consumable for a
broader audience
CRM and marketing automation are
the third and fourth most used tools for
analytics and pipeline management
Business Intelligence is a distant fifth in
tools used
Marketing technology vendors can
innovate their analytics capabilities to
make it easier for marketers to conduct
analysis within the systems of record
Spreadsheets and slide decks will
likely always be a part of the marketing
toolset However based on
responses to this benchmark survey
itrsquos likely that disparate tools require
significant amounts of time each month
to gather analyze and communicate
data which takes marketers away from
driving revenue
WHAT TECHNOLOGIES DO YOU USE FOR MARKETING ANALYTICS AND PIPELINE MANAGEMENT
Spreadsheets (ExcelGoogle)
Customer Data Platform
PowerPoint
Data Warehouse Data Lake
CRM
Business Intelligence
Marketing Automation
Marketing Performance
Other (please specify)
10 30 50 70 9020 40 60 80 1000
29State of Revenue Marketing Report | Heinz Marketing
48 44 8
Spreadsheets CRM MAP Purpose Built
Revenue Marketers
Pipeline Marketers
Activity Marketers
21
32
45
56
34
12
Revenue Marketers are 28x more
likely to Centralize Data and Automate Reporting using purpose-built tools such as
Customer Data Platforms (Revenue Marketers vs Pipeline Marketers)
USE OF TECHNOLOGIES FOR MARKETING ANALYTICS amp PIPELINE MANAGEMENT
CH
AP
TE
R 0
4
30State of Revenue Marketing Report | Heinz Marketing
67 21 12
None Google Analytics Revenue Attribution (CaliberMind
Bizible BrightFunnel etc)
Revenue Marketers
Pipeline Marketers
Activity Marketers
6
36
30
44
64
20
USE OF ATTRIBUTION TECHNOLOGY
Attribution Adoption
Has a Long Way to Go
Response to this question included a variety of technologies and indicates
attribution adoption has a long way to go with nearly 41 of marketers not using any
attribution technology Attribution is a critical tool in measuring revenue performance
and ROI We anticipate increased requirements for marketers with attribution analysis
skills and tools usage
Revenue Marketers are 32x more
likely to use Revenue Attribution Technology (Revenue Marketers vs Demand Marketers)
CH
AP
TE
R 0
4
31State of Revenue Marketing Report | Heinz Marketing
ABM is a Go To Market
Strategy Not a Tech Category
More organizations are pursuing
ABM as a strategy each year as
confidence grows and best practices
are learned However a significant
number of organizations are pursuing
ABM programs without focused tools
and technologies This makes sense
because account-based marketing is
a strategy and process ndash more than an
individual technology platform There
are many technology vendors with ABM
solutions which can support pieces of
an overall ABM strategy This response
potentially shows that ABM solutions
have significant room for growth ndash as
long as the tools support the strategy
53 of marketers are engaged in account-based marketing (ABM) at some level
CH
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4
32State of Revenue Marketing Report | Heinz Marketing
89 11
None ABM Tech (CaliberMind Engagio Demandbase Terminus etc)
Revenue Marketers
Pipeline Marketers
Activity Marketers
43
65
57
35
USE OF DEDICATED ABM TECHNOLOGY
Revenue Marketers
are 16x more likely to use
Account-Based-Marketing Technology (Revenue Marketers vs Pipeline Marketers)
CH
AP
TE
R 0
4
33State of Revenue Marketing Report | Heinz Marketing
01 03 05 07 0902 04 06 08 10
Siloed Marketing and Sales Data Is The Enemy of Revenue Marketing
the customer relationship management
(CRM) and marketing automation
platform (MAP) data to help them
achieve revenue objectives
Marketers are moderately confident in
their CRM and marketing systems data
Data fuels overall marketing
effectiveness Without quality data
sales pipelines will flounder simply
because there isnrsquot enough information
to focus marketing and sales efforts on
the right audience Data management is
hard and often a low priority This shows
in confidence levels marketers have in
HOW CONFIDENT ARE YOU IN THE QUALITY OF YOUR CRM AND
MARKETING DATA TO HELP ACHIEVE YOUR REVENUE OBJECTIVES
0CH
AP
TE
R 0
4
34State of Revenue Marketing Report | Heinz Marketing
What Makes Revenue Marketers Tick
LAST LOOK
35State of Revenue Marketing Report | Heinz Marketing
ALIGNING WITH SALES
ON REVENUE CYCLE
INTEGRATING TECH
CENTRALIZING REVENUE DATA
AUTOMATING REPORTS
MEASURING amp
FORECASTING
Revenue Marketers vs
Activity Marketers are
25xRevenue Marketers vs
Activity Marketers are
28xRevenue Marketers vs
Activity Marketers are
32x
more likely to integrate their
tech centralize revenue data
and automate reporting
more likely to be able to forecast
marketing performance and
measure Pipeline Velocity
more likely to align with sales
on the Revenue Cycle
From embracing organizational change to integrating tech stacks centralizing data
automating reports and pushing the boundaries of audience activation Revenue
Marketers stand out from the pack
36State of Revenue Marketing Report | Heinz Marketing
What Revenue Marketers Do that Separate Them from Everybody Else
They measure to improve
not to prove
They measure and report on
volume value and velocity
(last one is key)
They integrate tech stacks
with ease (using a CDP or
other technologies)
They centralize data (using a CDP
or other technologies)
They are independent of IT and BI
teams and can answer marketing
and sales questions close to real
time even before sales
They automate their marketing
and sales enablement from fixing
and enriching data to scoring
and routing leads and accounts
to attribution and ICP and alerting
sales in real time
They use a mix of go-to-market
(GTM) strategies to optimize for
revenue (aka Hybrid ABM)
They support sales all the way
down to ClosedWon and beyond
(upsellcross-sell)
They work closely with
marketing ops
They commit to 30 or more of
actual revenue and bookings not
just pipeline
They are highly confident in their
ability to hit the revenue target
They work backwards from a
revenue goal using GQMD (Goal
Question Metric Data)
They set their target and commit
numbers early on in the quarter
and are using revenue marketing
software to forecast against it with
trending data week over week
month over month etc
37State of Revenue Marketing Report | Heinz Marketing
Revenue MarketingAssessment
APPENDIX A
Data from this report was used to create our benchmark tool
A complimentary easy self-assessment tool is available online
to help marketers benchmark their revenue marketing maturity
against peers and receive best practices and next steps to
advance their skills
38State of Revenue Marketing Report | Heinz Marketing
MARKETING CHARACTERISTICS
Activity Marketers (33) Pipeline Marketers (45) Revenue Marketers (22)
Accountable for Leads MQLs Activities Pipeline Sourced Influenced RevenueBookings
Revenue Cycle amp Goal NAFunnel Metrics
10 - 30
Funnel + Revenue Metrics
gt 30
GTM Strategy Lead Generation Demand Generation ABM Demand Hybrid ABM PQL
Team Varies Marketing Ops Marketing Ops Analyst BI
Measuring Volume Volume Value Volume Value Velocity
Reporting Past Past Present (Real-time) Past Present Future
(Forecasting)
Attribution ROI NA or First LastWeighted Multi-touch
ROI gt 15x
Algorithmic
ROI gt 2x
Tech Stack
amp Automation
Basic siloed
Basic email automation
CRM - MAP 11 Sync
native connectors
Using point tools to automate
some tasks such as emails and
nurturing
2-way API
integration (Read Write)
Using multi-step automation to fix
data enrich leads segment ideal
customers build target account
lists alert sales and more
Marketing
amp Sales Data
Siloed using spreadsheets
multiple dashboardsCRM MAP reports
One automated dashboard
for any and all revenue data
(aka Single Source of Truth)
(marketing sales product
customer success)
Marketing
amp Sales AlignmentMisaligned lsquoGot leadsrsquo Semi-aligned
Fully-aligned on one
revenue number
39State of Revenue Marketing Report | Heinz Marketing
WHATrsquoS NEXT
Improve your Revenue Marketing skills with our online self assessment tool
Find out how you stack up against your peers and uncover more insights on
marketing measurment analytics revenue attribution ROI and workflow automation
Wersquove used all the benchmarking data from this report to create an easy to use
online self assessment tool that you can use
TAKE THE ASSESSMENT
40State of Revenue Marketing Report | Heinz Marketing
Survey Demographics
241 Benchmark Survey respondents represent a cross-section
of industries company sizes roles and market focus Marketers
who work for large medium and small organizations as well as
those who focus on enterprise mid-market and small business
are all represented Additionally most respondents work in
B2B marketing operations demand generation or VPCMO
roles The responses provide a valuable cross-section of input
on the priorities challenges faced capabilities and objectives
41State of Revenue Marketing Report | Heinz Marketing
ROLE WITHIN MARKETING
205 CMO VP of Marketing
1967 Marketing Operations
1213 Demand Generation
10 C-level Executive
SIZE OF MARKETING TEAMS
36 have 1-3 people
22 have 4-5 people
15 have 6-10 people
26 have 11 or more people
TOP INDUSTRIES
44 Tech
22 Professional Services
9 Manufacturing
COMPANY SIZE
25 1-25 employees
45 26-500 employees
15 501-2500 employees
15 Over 2500 employees
MARKET SEGMENT FOCUS
18 Small Business
39 Mid-Market
42 Enterprise
42State of Revenue Marketing Report | Heinz Marketing
A Heinz Marketing Report Commissioned By CaliberMind
ABOUT HEINZ MARKETING
Heinz Marketing is a B2B marketing and sales acceleration
firm that delivers measurable revenue results Every strategy
tactic and action has a specific measured purpose Instead
of focusing on the activities we focus on the outcomes
What really matters is sales pipeline closing business and
accelerating revenue Follow us on Twitter HeinzMarketing
httpswwwheinzmarketingcom
ABOUT CALIBERMIND
CaliberMind is the leading B2B Customer Data Platform for
Revenue Marketers By bringing together data analytics
attribution and smart workflow automation CaliberMind
empowers marketing and sales teams to grow revenue
faster together FREE to try easy to buy and use and 100
UnMarTech
httpswwwcalibermindcom
All rights reserved No part of this
publication may be reproduced or
transmitted in any form or by any
means electronic or mechanical
including photocopy recording or
any information storage and retrieval
system without prior permission in
writing from the publisher
Copyright copyCaliberMind Inc 2018
8State of Revenue Marketing Report | Heinz Marketing
Revenue Marketing Objectives Accountability and Challenges
01
9State of Revenue Marketing Report | Heinz Marketing
03
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AP
TE
R 0
1
TOP 3 OBJECTIVES FOR REVENUE MARKETING IN 2018-2019Revenue Marketing Objectives
Revenue Marketing
Accountability
Prove marketing
contribution
to revenue
Measure and
report on
marketing ROI
Improve
existing marketing
campaigns
01 02
B2B marketers are increasingly
accountable for revenue CMOs and
VPs are expected to show measurable
results and those who canrsquot deliver
have some of the shortest tenures in
the C-suite This means B2B marketers
at all levels must focus on sourcing a
specific percentage of overall revenue
and while helping build the sales
pipeline with qualified opportunities
This is a massive shift from traditional
activity-based marketing or marketing
communications to one that enables
the revenue success of the entire
organization ndash more so than even sales
67 of B2B marketers are accountable for revenue performance or contribution
gt30 Marketing Sourced Revenue for Revenue Marketers
Revenue Goals
10State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
1
Revenue Priorities
Even though marketers increasingly focus on revenue
performance lead generation weighs heavily This year more
marketers are looking to drive revenue from existing accounts
(cross-sell and upsell)
Revenue Marketers are 65x more likely to grow revenue from existing customer accounts (Revenue Marketers vs Lead Marketers)
Revenue Marketers have the highest
percentage of marketing-sourced
revenue through new accounts
ahead of both Pipeline Marketers
and Activity Marketers However
Revenue Marketers also grow revenue
throughout the entire customer
lifecycle through upsells and cross-
sells driving the highest percentage
of revenue influence from existing
customer accounts
Pipeline Marketers
Pipeline Marketers
Pipeline Marketers
Activity Marketers
Activity Marketers
Activity Marketers
Marketing-sourced revenue through new accounts
78
69
32
64
Generate more leads
94
36
78
34
12
Revenue influence from existing customer accounts
Revenue Marketers
Revenue Marketers
Revenue Marketers
11State of Revenue Marketing Report | Heinz Marketing
Marketers at all performance levels
struggle with lack of data and analytics
skills in their quest to grow revenue
For Revenue Marketers the main
challenges are poorly managed
marketing technology and siloed data
Many factors play into how much confidence B2B marketers have in achieving a
revenue goal Strategy people skills and capabilities organizational alignment
management budget data and technology are just a few Our research shows that
Revenue Marketers have a much higher level of confidence in their ability to hit their
organizationrsquos revenue goals compare to Activity and Pipeline Marketers
TOP REVENUE MARKETING CHALLENGES BY PERFORMANCE LEVEL
For Lead Marketers that arenrsquot quite as
far down the revenue path they struggle
more with foundational issues such a
clear definition of the revenue cycle
Revenue Marketing
Challenges
Revenue Marketing
Confidence
Activity Marketers Pipeline Marketers Revenue Marketers
01Poorly defined or lack
of revenue cycle
Lack of data and
analytics skillsLack of data and analytics skills
02Lack of data and
analytics skills
Poorly defined or lack
of revenue cycle
Poorly managed silos of marketing
and sales tech and data
03Poorly managed silos of marketing
and sales tech and data
Poorly managed silos of marketing
and sales tech and data
Poorly defined or lack
of revenue cycle
CH
AP
TE
R 0
1
12State of Revenue Marketing Report | Heinz Marketing
The Revenue Marketing Operations Team Analytics Skills and Capabilities
02
13State of Revenue Marketing Report | Heinz Marketing
Marketing Ops Your Revenue Marketing Operators
CH
AP
TE
R 0
2
generation managing data measuring
results and providing analytical insights
in the business However skills and
capabilities must evolve and grow
in order for Marketing Operations to
provide the necessary strategic value
for the business Marketing Operations
after all goes well beyond pulling
marketing technology levers and
pushing buttons
Just a few years ago there wasnrsquot
a function known as ldquomarketing
operationsrdquo Now companies of
all sizes are hiring marketers and
building teams that focus heavily on
driving the demand generation and
pipeline management strategy through
technology and data management
Marketing Operations will continue
to grow in strategic value simply
because of the core focus on revenue
14State of Revenue Marketing Report | Heinz Marketing
03
CH
AP
TE
R 0
2
THE TOP THREE MARKETING FUNCTIONS IN
CHARGE OF ANALYZING REVENUE MARKETING
Marketing
Operations
(31)
CMO or
Marketing VP
(22)
Demand
Generation
(11)
01 02
Marketing Operations is most commonly
identified as the functional role that
owns revenue data analysis However
subsequent responses show that
Marketing Operations pros may not
have the quality data or skills to present
detailed and sophisticated analysis
for internal stakeholders such as the
C-suite investors or board members
CMOs or VPs are ranked second in
charge of owning Revenue Marketing
data analysis This is revealing because
ultimately the CMO or Marketing VP is
accountable for revenue results and the
detailed analysis that all stakeholders rely
on to make better business decisions
58 of marketing teams have dedicated full-time marketing and sales operations
15State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
2
Revenue Marketers ensure that their
processes are as efficient as possible
so they can keep their focus on growing
the bottom line Because Revenue
Marketers automate reporting they
spend half the time on those processes
than Pipeline Marketers who manually
pull data and reports
1-2 Days 3-5 Days Over 5 Days
Revenue Marketers
Pipeline Marketers
Activity Marketers
76
38
13
11
44
23
13
18
64
Revenue Marketers Automate Reporting
16State of Revenue Marketing Report | Heinz Marketing
Revenue Marketers spend
2 days a month on average pulling
data and preparing Revenue Marketing reports compare
to 5 days a month on average for
Demand Marketers
data requirements from management
inadequate skills and the overall
demands of B2B marketers in day-to-
day operations
This data indicates how inefficient and
burdensome reporting has become
There are many reasons for this
including inefficient CRM and marketing
automation systems poorly defined CH
AP
TE
R 0
2
17State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
2
01 03 05 07 0902 04 06 08 10
Marketing Ops Lack the Data and Analytics Skills Required for Revenue Marketing
Successful Marketing Ops pros will
have strong analysis capability That
means the ability to collect and manage
the right data but also to analyze and
interpret the results with the CMO
Marketing Operations pros are likely
strongest in managing the marketing
tech stack and implementing programs
and weaker in revenue analysis
Marketers give themselves moderately
proficient ratings in our survey
SCALE 1-10 HOW PROFICIENT IS YOUR MARKETING TEAM
ANALYZING MARKETING DATA
(1 not proficient 5 moderately proficient and 10 highly proficient)
0
18State of Revenue Marketing Report | Heinz Marketing
(Basic) Reporting on past performance and activity metrics
92
76
38
68
(Intermediate) Reporting and analysis of historical and current performance
29
84
40
17
6
(Advanced) Reporting and analysis models that can forecast future performance
Revenue Marketers are 24x
more likely to Forecast Revenue Performance (Revenue Marketers vs Demand Marketers)
CH
AP
TE
R 0
2
Pipeline Marketers
Pipeline Marketers
Pipeline Marketers
Activity Marketers
Activity Marketers
Activity Marketers
Revenue Marketers
Revenue Marketers
Revenue Marketers
19State of Revenue Marketing Report | Heinz Marketing
Measuring What Matters for Revenue Marketing Performance
03
20State of Revenue Marketing Report | Heinz Marketing
31
CH
AP
TE
R 0
3
CLEARLY DEFINED REVENUE CYCLE
Revenue
Marketers
Pipeline
Marketers
Activity
Marketers
83 54
An entire organization should align
behind the full funnel marketing stages
for driving revenue If marketing has a
flavor of stages while sales uses another
flavor inefficiencies will develop and
result in missed revenue targets
Revenue Marketers are 25x more
likely to have Clearly Defined and Documented Revenue Cycle(Revenue Marketers vs Activity Marketers)
Well-Defined and Documented
Revenue Cycle Is Key to Revenue
Marketing
21State of Revenue Marketing Report | Heinz Marketing
TOP MARKETING METRICS BY PERFORMANCE LEVEL
Activity Marketers Pipeline Marketers Revenue Marketers
01 LeadMQL Pipeline Sourced Influenced RevenueBookings
02 NA RevenueBookings Pipeline Sourced Influenced
03 NA LeadMQL LeadMQL
CH
AP
TE
R 0
3
For Revenue Marketers Revenue Metrics Are All That Matter
remains LeadMQL since at this level of
performance itrsquos hard for marketers to
measure and prove revenue impact
Revenue Marketers naturally rank
revenue metrics much higher than Lead
MQL For Lead Marketers the top metric
22State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
3
While most marketers now measure
volume (leads clicks content
downloads etc) and some measure
value (pipeline ROI etc) most Revenue
Marketers can measure and report on
Pipeline Velocity
marketers to report on how their
marketing effort impacts the high and
low points of pipeline acceleration
Pipeline velocity combines all of these
numbers in one to show if marketing
increases or decreases sales speed
This is a missed opportunity for
Revenue Marketers are 32x more
likely to Measure Pipeline Velocity(Revenue Marketers vs Activity Marketers)
The One Metric That Separates
Successful Revenue
Marketers from Everyone Else
VELOCITY=Qualified Opportunities() bull Win Rate() bull Deal Size($)
Length of Sales Cycles(days)
23State of Revenue Marketing Report | Heinz Marketing
SELECT THE METRICS YOU TRACK TO MEASURE DEMAND GENERATION PROGRAMS
CH
AP
TE
R 0
3
Inquiries Leads MQLs
Revenue
Conversion rates at each stage
Sales pipeline velocity
Number of opportunities
Time between conversion stages
Pipeline Creation
Conversion trending over time
Other (please specify)
10 30 50 70 9020 40 60 80 1000
ROI Measurement Is Key to Revenue
Marketing
C-suite executives will increasingly
demand ROI numbers on overall
marketing budget performance Itrsquos
critical for planning and adjustments
Budgets are routinely adjusted up or
down When that happens executives
want to understand the impact to the
business and right now not enough
marketers can provide the answer
Whatrsquos alarming is that
53 of marketers canrsquot measure or are unsure of their ROI
24State of Revenue Marketing Report | Heinz Marketing
Less than 1x ROI 1-2x ROI Over 2x ROI
Revenue Marketers
Pipeline Marketers
Activity Marketers NA
21
31
44
52
35
17
Revenue Marketers are 2x
more likely to have Greater ROI
With marketers who can measure ROI
returns commonly fall in the 15-2x
range That means for every marketing
dollar spent $150 to $2 of revenue is
generated As revenue accountability
grows we expect measuring ROI
performance will also grow as a
requirement because of the implications
in setting budgets
CH
AP
TE
R 0
3
25State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
3
DOES YOUR CURRENT MARKETING REPORTING AND ANALYSIS PROVIDE THE
INFORMATION YOUR EXECUTIVES BOARD AND INVESTORS EXPECT
Partially
Itrsquos a moving target Wersquore Struggling
Yes
No
Not Sure
10 30 50 70 9020 40 60 80 1000
Most alarming is that 34 of marketers
arenrsquot providing the proper analysis and
reports expected of them Perhaps they
donrsquot know whatrsquos expected of them or
the expectations change so much itrsquos a
moving target for marketers
The Big Marketing
and Business Disconnect
Marketers struggle with providing
data and analysis that executive
managers expect
Only 34 of marketers provide the data and analysis the C-suite and board expect
26State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
3
WHAT MARKETING METRICS ARE YOU CURRENTLY REPORTING TO YOUR C-SUITE
Activity-based metrics
Funnel metrics
Revenue metrics
Other (please specify)
10 30 50 70 9020 40 60 80 1000
Revenue metrics are the top metrics
reported to the C-suite These metrics
include sourced revenue opportunity
creation and pipeline velocity Funnel
metrics which include inquiries qualified
leads and conversion rates are second-
most reported to the C-suite Activity-
based metrics are still highly reported to
executives even though itrsquos difficult to
directly connect to revenue
Which marketing
metrics are you currently
reporting to your C-suite
27State of Revenue Marketing Report | Heinz Marketing
Revenue Marketing Technology and Data
04
28State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
4
Marketers Live in Spreadsheet Hell CRM and
Marketing Automation
Offer Limited Reporting
Marketers canrsquot live without
spreadsheets or slide decks even
when measuring and managing
revenue pipelines The main reasons
for using tools like Microsoft Office
Excel PowerPoint and Google Docs
is the need to compile data perform
calculations and make it
presentable and consumable for a
broader audience
CRM and marketing automation are
the third and fourth most used tools for
analytics and pipeline management
Business Intelligence is a distant fifth in
tools used
Marketing technology vendors can
innovate their analytics capabilities to
make it easier for marketers to conduct
analysis within the systems of record
Spreadsheets and slide decks will
likely always be a part of the marketing
toolset However based on
responses to this benchmark survey
itrsquos likely that disparate tools require
significant amounts of time each month
to gather analyze and communicate
data which takes marketers away from
driving revenue
WHAT TECHNOLOGIES DO YOU USE FOR MARKETING ANALYTICS AND PIPELINE MANAGEMENT
Spreadsheets (ExcelGoogle)
Customer Data Platform
PowerPoint
Data Warehouse Data Lake
CRM
Business Intelligence
Marketing Automation
Marketing Performance
Other (please specify)
10 30 50 70 9020 40 60 80 1000
29State of Revenue Marketing Report | Heinz Marketing
48 44 8
Spreadsheets CRM MAP Purpose Built
Revenue Marketers
Pipeline Marketers
Activity Marketers
21
32
45
56
34
12
Revenue Marketers are 28x more
likely to Centralize Data and Automate Reporting using purpose-built tools such as
Customer Data Platforms (Revenue Marketers vs Pipeline Marketers)
USE OF TECHNOLOGIES FOR MARKETING ANALYTICS amp PIPELINE MANAGEMENT
CH
AP
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R 0
4
30State of Revenue Marketing Report | Heinz Marketing
67 21 12
None Google Analytics Revenue Attribution (CaliberMind
Bizible BrightFunnel etc)
Revenue Marketers
Pipeline Marketers
Activity Marketers
6
36
30
44
64
20
USE OF ATTRIBUTION TECHNOLOGY
Attribution Adoption
Has a Long Way to Go
Response to this question included a variety of technologies and indicates
attribution adoption has a long way to go with nearly 41 of marketers not using any
attribution technology Attribution is a critical tool in measuring revenue performance
and ROI We anticipate increased requirements for marketers with attribution analysis
skills and tools usage
Revenue Marketers are 32x more
likely to use Revenue Attribution Technology (Revenue Marketers vs Demand Marketers)
CH
AP
TE
R 0
4
31State of Revenue Marketing Report | Heinz Marketing
ABM is a Go To Market
Strategy Not a Tech Category
More organizations are pursuing
ABM as a strategy each year as
confidence grows and best practices
are learned However a significant
number of organizations are pursuing
ABM programs without focused tools
and technologies This makes sense
because account-based marketing is
a strategy and process ndash more than an
individual technology platform There
are many technology vendors with ABM
solutions which can support pieces of
an overall ABM strategy This response
potentially shows that ABM solutions
have significant room for growth ndash as
long as the tools support the strategy
53 of marketers are engaged in account-based marketing (ABM) at some level
CH
AP
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R 0
4
32State of Revenue Marketing Report | Heinz Marketing
89 11
None ABM Tech (CaliberMind Engagio Demandbase Terminus etc)
Revenue Marketers
Pipeline Marketers
Activity Marketers
43
65
57
35
USE OF DEDICATED ABM TECHNOLOGY
Revenue Marketers
are 16x more likely to use
Account-Based-Marketing Technology (Revenue Marketers vs Pipeline Marketers)
CH
AP
TE
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4
33State of Revenue Marketing Report | Heinz Marketing
01 03 05 07 0902 04 06 08 10
Siloed Marketing and Sales Data Is The Enemy of Revenue Marketing
the customer relationship management
(CRM) and marketing automation
platform (MAP) data to help them
achieve revenue objectives
Marketers are moderately confident in
their CRM and marketing systems data
Data fuels overall marketing
effectiveness Without quality data
sales pipelines will flounder simply
because there isnrsquot enough information
to focus marketing and sales efforts on
the right audience Data management is
hard and often a low priority This shows
in confidence levels marketers have in
HOW CONFIDENT ARE YOU IN THE QUALITY OF YOUR CRM AND
MARKETING DATA TO HELP ACHIEVE YOUR REVENUE OBJECTIVES
0CH
AP
TE
R 0
4
34State of Revenue Marketing Report | Heinz Marketing
What Makes Revenue Marketers Tick
LAST LOOK
35State of Revenue Marketing Report | Heinz Marketing
ALIGNING WITH SALES
ON REVENUE CYCLE
INTEGRATING TECH
CENTRALIZING REVENUE DATA
AUTOMATING REPORTS
MEASURING amp
FORECASTING
Revenue Marketers vs
Activity Marketers are
25xRevenue Marketers vs
Activity Marketers are
28xRevenue Marketers vs
Activity Marketers are
32x
more likely to integrate their
tech centralize revenue data
and automate reporting
more likely to be able to forecast
marketing performance and
measure Pipeline Velocity
more likely to align with sales
on the Revenue Cycle
From embracing organizational change to integrating tech stacks centralizing data
automating reports and pushing the boundaries of audience activation Revenue
Marketers stand out from the pack
36State of Revenue Marketing Report | Heinz Marketing
What Revenue Marketers Do that Separate Them from Everybody Else
They measure to improve
not to prove
They measure and report on
volume value and velocity
(last one is key)
They integrate tech stacks
with ease (using a CDP or
other technologies)
They centralize data (using a CDP
or other technologies)
They are independent of IT and BI
teams and can answer marketing
and sales questions close to real
time even before sales
They automate their marketing
and sales enablement from fixing
and enriching data to scoring
and routing leads and accounts
to attribution and ICP and alerting
sales in real time
They use a mix of go-to-market
(GTM) strategies to optimize for
revenue (aka Hybrid ABM)
They support sales all the way
down to ClosedWon and beyond
(upsellcross-sell)
They work closely with
marketing ops
They commit to 30 or more of
actual revenue and bookings not
just pipeline
They are highly confident in their
ability to hit the revenue target
They work backwards from a
revenue goal using GQMD (Goal
Question Metric Data)
They set their target and commit
numbers early on in the quarter
and are using revenue marketing
software to forecast against it with
trending data week over week
month over month etc
37State of Revenue Marketing Report | Heinz Marketing
Revenue MarketingAssessment
APPENDIX A
Data from this report was used to create our benchmark tool
A complimentary easy self-assessment tool is available online
to help marketers benchmark their revenue marketing maturity
against peers and receive best practices and next steps to
advance their skills
38State of Revenue Marketing Report | Heinz Marketing
MARKETING CHARACTERISTICS
Activity Marketers (33) Pipeline Marketers (45) Revenue Marketers (22)
Accountable for Leads MQLs Activities Pipeline Sourced Influenced RevenueBookings
Revenue Cycle amp Goal NAFunnel Metrics
10 - 30
Funnel + Revenue Metrics
gt 30
GTM Strategy Lead Generation Demand Generation ABM Demand Hybrid ABM PQL
Team Varies Marketing Ops Marketing Ops Analyst BI
Measuring Volume Volume Value Volume Value Velocity
Reporting Past Past Present (Real-time) Past Present Future
(Forecasting)
Attribution ROI NA or First LastWeighted Multi-touch
ROI gt 15x
Algorithmic
ROI gt 2x
Tech Stack
amp Automation
Basic siloed
Basic email automation
CRM - MAP 11 Sync
native connectors
Using point tools to automate
some tasks such as emails and
nurturing
2-way API
integration (Read Write)
Using multi-step automation to fix
data enrich leads segment ideal
customers build target account
lists alert sales and more
Marketing
amp Sales Data
Siloed using spreadsheets
multiple dashboardsCRM MAP reports
One automated dashboard
for any and all revenue data
(aka Single Source of Truth)
(marketing sales product
customer success)
Marketing
amp Sales AlignmentMisaligned lsquoGot leadsrsquo Semi-aligned
Fully-aligned on one
revenue number
39State of Revenue Marketing Report | Heinz Marketing
WHATrsquoS NEXT
Improve your Revenue Marketing skills with our online self assessment tool
Find out how you stack up against your peers and uncover more insights on
marketing measurment analytics revenue attribution ROI and workflow automation
Wersquove used all the benchmarking data from this report to create an easy to use
online self assessment tool that you can use
TAKE THE ASSESSMENT
40State of Revenue Marketing Report | Heinz Marketing
Survey Demographics
241 Benchmark Survey respondents represent a cross-section
of industries company sizes roles and market focus Marketers
who work for large medium and small organizations as well as
those who focus on enterprise mid-market and small business
are all represented Additionally most respondents work in
B2B marketing operations demand generation or VPCMO
roles The responses provide a valuable cross-section of input
on the priorities challenges faced capabilities and objectives
41State of Revenue Marketing Report | Heinz Marketing
ROLE WITHIN MARKETING
205 CMO VP of Marketing
1967 Marketing Operations
1213 Demand Generation
10 C-level Executive
SIZE OF MARKETING TEAMS
36 have 1-3 people
22 have 4-5 people
15 have 6-10 people
26 have 11 or more people
TOP INDUSTRIES
44 Tech
22 Professional Services
9 Manufacturing
COMPANY SIZE
25 1-25 employees
45 26-500 employees
15 501-2500 employees
15 Over 2500 employees
MARKET SEGMENT FOCUS
18 Small Business
39 Mid-Market
42 Enterprise
42State of Revenue Marketing Report | Heinz Marketing
A Heinz Marketing Report Commissioned By CaliberMind
ABOUT HEINZ MARKETING
Heinz Marketing is a B2B marketing and sales acceleration
firm that delivers measurable revenue results Every strategy
tactic and action has a specific measured purpose Instead
of focusing on the activities we focus on the outcomes
What really matters is sales pipeline closing business and
accelerating revenue Follow us on Twitter HeinzMarketing
httpswwwheinzmarketingcom
ABOUT CALIBERMIND
CaliberMind is the leading B2B Customer Data Platform for
Revenue Marketers By bringing together data analytics
attribution and smart workflow automation CaliberMind
empowers marketing and sales teams to grow revenue
faster together FREE to try easy to buy and use and 100
UnMarTech
httpswwwcalibermindcom
All rights reserved No part of this
publication may be reproduced or
transmitted in any form or by any
means electronic or mechanical
including photocopy recording or
any information storage and retrieval
system without prior permission in
writing from the publisher
Copyright copyCaliberMind Inc 2018
9State of Revenue Marketing Report | Heinz Marketing
03
CH
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R 0
1
TOP 3 OBJECTIVES FOR REVENUE MARKETING IN 2018-2019Revenue Marketing Objectives
Revenue Marketing
Accountability
Prove marketing
contribution
to revenue
Measure and
report on
marketing ROI
Improve
existing marketing
campaigns
01 02
B2B marketers are increasingly
accountable for revenue CMOs and
VPs are expected to show measurable
results and those who canrsquot deliver
have some of the shortest tenures in
the C-suite This means B2B marketers
at all levels must focus on sourcing a
specific percentage of overall revenue
and while helping build the sales
pipeline with qualified opportunities
This is a massive shift from traditional
activity-based marketing or marketing
communications to one that enables
the revenue success of the entire
organization ndash more so than even sales
67 of B2B marketers are accountable for revenue performance or contribution
gt30 Marketing Sourced Revenue for Revenue Marketers
Revenue Goals
10State of Revenue Marketing Report | Heinz Marketing
CH
AP
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R 0
1
Revenue Priorities
Even though marketers increasingly focus on revenue
performance lead generation weighs heavily This year more
marketers are looking to drive revenue from existing accounts
(cross-sell and upsell)
Revenue Marketers are 65x more likely to grow revenue from existing customer accounts (Revenue Marketers vs Lead Marketers)
Revenue Marketers have the highest
percentage of marketing-sourced
revenue through new accounts
ahead of both Pipeline Marketers
and Activity Marketers However
Revenue Marketers also grow revenue
throughout the entire customer
lifecycle through upsells and cross-
sells driving the highest percentage
of revenue influence from existing
customer accounts
Pipeline Marketers
Pipeline Marketers
Pipeline Marketers
Activity Marketers
Activity Marketers
Activity Marketers
Marketing-sourced revenue through new accounts
78
69
32
64
Generate more leads
94
36
78
34
12
Revenue influence from existing customer accounts
Revenue Marketers
Revenue Marketers
Revenue Marketers
11State of Revenue Marketing Report | Heinz Marketing
Marketers at all performance levels
struggle with lack of data and analytics
skills in their quest to grow revenue
For Revenue Marketers the main
challenges are poorly managed
marketing technology and siloed data
Many factors play into how much confidence B2B marketers have in achieving a
revenue goal Strategy people skills and capabilities organizational alignment
management budget data and technology are just a few Our research shows that
Revenue Marketers have a much higher level of confidence in their ability to hit their
organizationrsquos revenue goals compare to Activity and Pipeline Marketers
TOP REVENUE MARKETING CHALLENGES BY PERFORMANCE LEVEL
For Lead Marketers that arenrsquot quite as
far down the revenue path they struggle
more with foundational issues such a
clear definition of the revenue cycle
Revenue Marketing
Challenges
Revenue Marketing
Confidence
Activity Marketers Pipeline Marketers Revenue Marketers
01Poorly defined or lack
of revenue cycle
Lack of data and
analytics skillsLack of data and analytics skills
02Lack of data and
analytics skills
Poorly defined or lack
of revenue cycle
Poorly managed silos of marketing
and sales tech and data
03Poorly managed silos of marketing
and sales tech and data
Poorly managed silos of marketing
and sales tech and data
Poorly defined or lack
of revenue cycle
CH
AP
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R 0
1
12State of Revenue Marketing Report | Heinz Marketing
The Revenue Marketing Operations Team Analytics Skills and Capabilities
02
13State of Revenue Marketing Report | Heinz Marketing
Marketing Ops Your Revenue Marketing Operators
CH
AP
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2
generation managing data measuring
results and providing analytical insights
in the business However skills and
capabilities must evolve and grow
in order for Marketing Operations to
provide the necessary strategic value
for the business Marketing Operations
after all goes well beyond pulling
marketing technology levers and
pushing buttons
Just a few years ago there wasnrsquot
a function known as ldquomarketing
operationsrdquo Now companies of
all sizes are hiring marketers and
building teams that focus heavily on
driving the demand generation and
pipeline management strategy through
technology and data management
Marketing Operations will continue
to grow in strategic value simply
because of the core focus on revenue
14State of Revenue Marketing Report | Heinz Marketing
03
CH
AP
TE
R 0
2
THE TOP THREE MARKETING FUNCTIONS IN
CHARGE OF ANALYZING REVENUE MARKETING
Marketing
Operations
(31)
CMO or
Marketing VP
(22)
Demand
Generation
(11)
01 02
Marketing Operations is most commonly
identified as the functional role that
owns revenue data analysis However
subsequent responses show that
Marketing Operations pros may not
have the quality data or skills to present
detailed and sophisticated analysis
for internal stakeholders such as the
C-suite investors or board members
CMOs or VPs are ranked second in
charge of owning Revenue Marketing
data analysis This is revealing because
ultimately the CMO or Marketing VP is
accountable for revenue results and the
detailed analysis that all stakeholders rely
on to make better business decisions
58 of marketing teams have dedicated full-time marketing and sales operations
15State of Revenue Marketing Report | Heinz Marketing
CH
AP
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2
Revenue Marketers ensure that their
processes are as efficient as possible
so they can keep their focus on growing
the bottom line Because Revenue
Marketers automate reporting they
spend half the time on those processes
than Pipeline Marketers who manually
pull data and reports
1-2 Days 3-5 Days Over 5 Days
Revenue Marketers
Pipeline Marketers
Activity Marketers
76
38
13
11
44
23
13
18
64
Revenue Marketers Automate Reporting
16State of Revenue Marketing Report | Heinz Marketing
Revenue Marketers spend
2 days a month on average pulling
data and preparing Revenue Marketing reports compare
to 5 days a month on average for
Demand Marketers
data requirements from management
inadequate skills and the overall
demands of B2B marketers in day-to-
day operations
This data indicates how inefficient and
burdensome reporting has become
There are many reasons for this
including inefficient CRM and marketing
automation systems poorly defined CH
AP
TE
R 0
2
17State of Revenue Marketing Report | Heinz Marketing
CH
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R 0
2
01 03 05 07 0902 04 06 08 10
Marketing Ops Lack the Data and Analytics Skills Required for Revenue Marketing
Successful Marketing Ops pros will
have strong analysis capability That
means the ability to collect and manage
the right data but also to analyze and
interpret the results with the CMO
Marketing Operations pros are likely
strongest in managing the marketing
tech stack and implementing programs
and weaker in revenue analysis
Marketers give themselves moderately
proficient ratings in our survey
SCALE 1-10 HOW PROFICIENT IS YOUR MARKETING TEAM
ANALYZING MARKETING DATA
(1 not proficient 5 moderately proficient and 10 highly proficient)
0
18State of Revenue Marketing Report | Heinz Marketing
(Basic) Reporting on past performance and activity metrics
92
76
38
68
(Intermediate) Reporting and analysis of historical and current performance
29
84
40
17
6
(Advanced) Reporting and analysis models that can forecast future performance
Revenue Marketers are 24x
more likely to Forecast Revenue Performance (Revenue Marketers vs Demand Marketers)
CH
AP
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2
Pipeline Marketers
Pipeline Marketers
Pipeline Marketers
Activity Marketers
Activity Marketers
Activity Marketers
Revenue Marketers
Revenue Marketers
Revenue Marketers
19State of Revenue Marketing Report | Heinz Marketing
Measuring What Matters for Revenue Marketing Performance
03
20State of Revenue Marketing Report | Heinz Marketing
31
CH
AP
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R 0
3
CLEARLY DEFINED REVENUE CYCLE
Revenue
Marketers
Pipeline
Marketers
Activity
Marketers
83 54
An entire organization should align
behind the full funnel marketing stages
for driving revenue If marketing has a
flavor of stages while sales uses another
flavor inefficiencies will develop and
result in missed revenue targets
Revenue Marketers are 25x more
likely to have Clearly Defined and Documented Revenue Cycle(Revenue Marketers vs Activity Marketers)
Well-Defined and Documented
Revenue Cycle Is Key to Revenue
Marketing
21State of Revenue Marketing Report | Heinz Marketing
TOP MARKETING METRICS BY PERFORMANCE LEVEL
Activity Marketers Pipeline Marketers Revenue Marketers
01 LeadMQL Pipeline Sourced Influenced RevenueBookings
02 NA RevenueBookings Pipeline Sourced Influenced
03 NA LeadMQL LeadMQL
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AP
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3
For Revenue Marketers Revenue Metrics Are All That Matter
remains LeadMQL since at this level of
performance itrsquos hard for marketers to
measure and prove revenue impact
Revenue Marketers naturally rank
revenue metrics much higher than Lead
MQL For Lead Marketers the top metric
22State of Revenue Marketing Report | Heinz Marketing
CH
AP
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R 0
3
While most marketers now measure
volume (leads clicks content
downloads etc) and some measure
value (pipeline ROI etc) most Revenue
Marketers can measure and report on
Pipeline Velocity
marketers to report on how their
marketing effort impacts the high and
low points of pipeline acceleration
Pipeline velocity combines all of these
numbers in one to show if marketing
increases or decreases sales speed
This is a missed opportunity for
Revenue Marketers are 32x more
likely to Measure Pipeline Velocity(Revenue Marketers vs Activity Marketers)
The One Metric That Separates
Successful Revenue
Marketers from Everyone Else
VELOCITY=Qualified Opportunities() bull Win Rate() bull Deal Size($)
Length of Sales Cycles(days)
23State of Revenue Marketing Report | Heinz Marketing
SELECT THE METRICS YOU TRACK TO MEASURE DEMAND GENERATION PROGRAMS
CH
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R 0
3
Inquiries Leads MQLs
Revenue
Conversion rates at each stage
Sales pipeline velocity
Number of opportunities
Time between conversion stages
Pipeline Creation
Conversion trending over time
Other (please specify)
10 30 50 70 9020 40 60 80 1000
ROI Measurement Is Key to Revenue
Marketing
C-suite executives will increasingly
demand ROI numbers on overall
marketing budget performance Itrsquos
critical for planning and adjustments
Budgets are routinely adjusted up or
down When that happens executives
want to understand the impact to the
business and right now not enough
marketers can provide the answer
Whatrsquos alarming is that
53 of marketers canrsquot measure or are unsure of their ROI
24State of Revenue Marketing Report | Heinz Marketing
Less than 1x ROI 1-2x ROI Over 2x ROI
Revenue Marketers
Pipeline Marketers
Activity Marketers NA
21
31
44
52
35
17
Revenue Marketers are 2x
more likely to have Greater ROI
With marketers who can measure ROI
returns commonly fall in the 15-2x
range That means for every marketing
dollar spent $150 to $2 of revenue is
generated As revenue accountability
grows we expect measuring ROI
performance will also grow as a
requirement because of the implications
in setting budgets
CH
AP
TE
R 0
3
25State of Revenue Marketing Report | Heinz Marketing
CH
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TE
R 0
3
DOES YOUR CURRENT MARKETING REPORTING AND ANALYSIS PROVIDE THE
INFORMATION YOUR EXECUTIVES BOARD AND INVESTORS EXPECT
Partially
Itrsquos a moving target Wersquore Struggling
Yes
No
Not Sure
10 30 50 70 9020 40 60 80 1000
Most alarming is that 34 of marketers
arenrsquot providing the proper analysis and
reports expected of them Perhaps they
donrsquot know whatrsquos expected of them or
the expectations change so much itrsquos a
moving target for marketers
The Big Marketing
and Business Disconnect
Marketers struggle with providing
data and analysis that executive
managers expect
Only 34 of marketers provide the data and analysis the C-suite and board expect
26State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
3
WHAT MARKETING METRICS ARE YOU CURRENTLY REPORTING TO YOUR C-SUITE
Activity-based metrics
Funnel metrics
Revenue metrics
Other (please specify)
10 30 50 70 9020 40 60 80 1000
Revenue metrics are the top metrics
reported to the C-suite These metrics
include sourced revenue opportunity
creation and pipeline velocity Funnel
metrics which include inquiries qualified
leads and conversion rates are second-
most reported to the C-suite Activity-
based metrics are still highly reported to
executives even though itrsquos difficult to
directly connect to revenue
Which marketing
metrics are you currently
reporting to your C-suite
27State of Revenue Marketing Report | Heinz Marketing
Revenue Marketing Technology and Data
04
28State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
4
Marketers Live in Spreadsheet Hell CRM and
Marketing Automation
Offer Limited Reporting
Marketers canrsquot live without
spreadsheets or slide decks even
when measuring and managing
revenue pipelines The main reasons
for using tools like Microsoft Office
Excel PowerPoint and Google Docs
is the need to compile data perform
calculations and make it
presentable and consumable for a
broader audience
CRM and marketing automation are
the third and fourth most used tools for
analytics and pipeline management
Business Intelligence is a distant fifth in
tools used
Marketing technology vendors can
innovate their analytics capabilities to
make it easier for marketers to conduct
analysis within the systems of record
Spreadsheets and slide decks will
likely always be a part of the marketing
toolset However based on
responses to this benchmark survey
itrsquos likely that disparate tools require
significant amounts of time each month
to gather analyze and communicate
data which takes marketers away from
driving revenue
WHAT TECHNOLOGIES DO YOU USE FOR MARKETING ANALYTICS AND PIPELINE MANAGEMENT
Spreadsheets (ExcelGoogle)
Customer Data Platform
PowerPoint
Data Warehouse Data Lake
CRM
Business Intelligence
Marketing Automation
Marketing Performance
Other (please specify)
10 30 50 70 9020 40 60 80 1000
29State of Revenue Marketing Report | Heinz Marketing
48 44 8
Spreadsheets CRM MAP Purpose Built
Revenue Marketers
Pipeline Marketers
Activity Marketers
21
32
45
56
34
12
Revenue Marketers are 28x more
likely to Centralize Data and Automate Reporting using purpose-built tools such as
Customer Data Platforms (Revenue Marketers vs Pipeline Marketers)
USE OF TECHNOLOGIES FOR MARKETING ANALYTICS amp PIPELINE MANAGEMENT
CH
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R 0
4
30State of Revenue Marketing Report | Heinz Marketing
67 21 12
None Google Analytics Revenue Attribution (CaliberMind
Bizible BrightFunnel etc)
Revenue Marketers
Pipeline Marketers
Activity Marketers
6
36
30
44
64
20
USE OF ATTRIBUTION TECHNOLOGY
Attribution Adoption
Has a Long Way to Go
Response to this question included a variety of technologies and indicates
attribution adoption has a long way to go with nearly 41 of marketers not using any
attribution technology Attribution is a critical tool in measuring revenue performance
and ROI We anticipate increased requirements for marketers with attribution analysis
skills and tools usage
Revenue Marketers are 32x more
likely to use Revenue Attribution Technology (Revenue Marketers vs Demand Marketers)
CH
AP
TE
R 0
4
31State of Revenue Marketing Report | Heinz Marketing
ABM is a Go To Market
Strategy Not a Tech Category
More organizations are pursuing
ABM as a strategy each year as
confidence grows and best practices
are learned However a significant
number of organizations are pursuing
ABM programs without focused tools
and technologies This makes sense
because account-based marketing is
a strategy and process ndash more than an
individual technology platform There
are many technology vendors with ABM
solutions which can support pieces of
an overall ABM strategy This response
potentially shows that ABM solutions
have significant room for growth ndash as
long as the tools support the strategy
53 of marketers are engaged in account-based marketing (ABM) at some level
CH
AP
TE
R 0
4
32State of Revenue Marketing Report | Heinz Marketing
89 11
None ABM Tech (CaliberMind Engagio Demandbase Terminus etc)
Revenue Marketers
Pipeline Marketers
Activity Marketers
43
65
57
35
USE OF DEDICATED ABM TECHNOLOGY
Revenue Marketers
are 16x more likely to use
Account-Based-Marketing Technology (Revenue Marketers vs Pipeline Marketers)
CH
AP
TE
R 0
4
33State of Revenue Marketing Report | Heinz Marketing
01 03 05 07 0902 04 06 08 10
Siloed Marketing and Sales Data Is The Enemy of Revenue Marketing
the customer relationship management
(CRM) and marketing automation
platform (MAP) data to help them
achieve revenue objectives
Marketers are moderately confident in
their CRM and marketing systems data
Data fuels overall marketing
effectiveness Without quality data
sales pipelines will flounder simply
because there isnrsquot enough information
to focus marketing and sales efforts on
the right audience Data management is
hard and often a low priority This shows
in confidence levels marketers have in
HOW CONFIDENT ARE YOU IN THE QUALITY OF YOUR CRM AND
MARKETING DATA TO HELP ACHIEVE YOUR REVENUE OBJECTIVES
0CH
AP
TE
R 0
4
34State of Revenue Marketing Report | Heinz Marketing
What Makes Revenue Marketers Tick
LAST LOOK
35State of Revenue Marketing Report | Heinz Marketing
ALIGNING WITH SALES
ON REVENUE CYCLE
INTEGRATING TECH
CENTRALIZING REVENUE DATA
AUTOMATING REPORTS
MEASURING amp
FORECASTING
Revenue Marketers vs
Activity Marketers are
25xRevenue Marketers vs
Activity Marketers are
28xRevenue Marketers vs
Activity Marketers are
32x
more likely to integrate their
tech centralize revenue data
and automate reporting
more likely to be able to forecast
marketing performance and
measure Pipeline Velocity
more likely to align with sales
on the Revenue Cycle
From embracing organizational change to integrating tech stacks centralizing data
automating reports and pushing the boundaries of audience activation Revenue
Marketers stand out from the pack
36State of Revenue Marketing Report | Heinz Marketing
What Revenue Marketers Do that Separate Them from Everybody Else
They measure to improve
not to prove
They measure and report on
volume value and velocity
(last one is key)
They integrate tech stacks
with ease (using a CDP or
other technologies)
They centralize data (using a CDP
or other technologies)
They are independent of IT and BI
teams and can answer marketing
and sales questions close to real
time even before sales
They automate their marketing
and sales enablement from fixing
and enriching data to scoring
and routing leads and accounts
to attribution and ICP and alerting
sales in real time
They use a mix of go-to-market
(GTM) strategies to optimize for
revenue (aka Hybrid ABM)
They support sales all the way
down to ClosedWon and beyond
(upsellcross-sell)
They work closely with
marketing ops
They commit to 30 or more of
actual revenue and bookings not
just pipeline
They are highly confident in their
ability to hit the revenue target
They work backwards from a
revenue goal using GQMD (Goal
Question Metric Data)
They set their target and commit
numbers early on in the quarter
and are using revenue marketing
software to forecast against it with
trending data week over week
month over month etc
37State of Revenue Marketing Report | Heinz Marketing
Revenue MarketingAssessment
APPENDIX A
Data from this report was used to create our benchmark tool
A complimentary easy self-assessment tool is available online
to help marketers benchmark their revenue marketing maturity
against peers and receive best practices and next steps to
advance their skills
38State of Revenue Marketing Report | Heinz Marketing
MARKETING CHARACTERISTICS
Activity Marketers (33) Pipeline Marketers (45) Revenue Marketers (22)
Accountable for Leads MQLs Activities Pipeline Sourced Influenced RevenueBookings
Revenue Cycle amp Goal NAFunnel Metrics
10 - 30
Funnel + Revenue Metrics
gt 30
GTM Strategy Lead Generation Demand Generation ABM Demand Hybrid ABM PQL
Team Varies Marketing Ops Marketing Ops Analyst BI
Measuring Volume Volume Value Volume Value Velocity
Reporting Past Past Present (Real-time) Past Present Future
(Forecasting)
Attribution ROI NA or First LastWeighted Multi-touch
ROI gt 15x
Algorithmic
ROI gt 2x
Tech Stack
amp Automation
Basic siloed
Basic email automation
CRM - MAP 11 Sync
native connectors
Using point tools to automate
some tasks such as emails and
nurturing
2-way API
integration (Read Write)
Using multi-step automation to fix
data enrich leads segment ideal
customers build target account
lists alert sales and more
Marketing
amp Sales Data
Siloed using spreadsheets
multiple dashboardsCRM MAP reports
One automated dashboard
for any and all revenue data
(aka Single Source of Truth)
(marketing sales product
customer success)
Marketing
amp Sales AlignmentMisaligned lsquoGot leadsrsquo Semi-aligned
Fully-aligned on one
revenue number
39State of Revenue Marketing Report | Heinz Marketing
WHATrsquoS NEXT
Improve your Revenue Marketing skills with our online self assessment tool
Find out how you stack up against your peers and uncover more insights on
marketing measurment analytics revenue attribution ROI and workflow automation
Wersquove used all the benchmarking data from this report to create an easy to use
online self assessment tool that you can use
TAKE THE ASSESSMENT
40State of Revenue Marketing Report | Heinz Marketing
Survey Demographics
241 Benchmark Survey respondents represent a cross-section
of industries company sizes roles and market focus Marketers
who work for large medium and small organizations as well as
those who focus on enterprise mid-market and small business
are all represented Additionally most respondents work in
B2B marketing operations demand generation or VPCMO
roles The responses provide a valuable cross-section of input
on the priorities challenges faced capabilities and objectives
41State of Revenue Marketing Report | Heinz Marketing
ROLE WITHIN MARKETING
205 CMO VP of Marketing
1967 Marketing Operations
1213 Demand Generation
10 C-level Executive
SIZE OF MARKETING TEAMS
36 have 1-3 people
22 have 4-5 people
15 have 6-10 people
26 have 11 or more people
TOP INDUSTRIES
44 Tech
22 Professional Services
9 Manufacturing
COMPANY SIZE
25 1-25 employees
45 26-500 employees
15 501-2500 employees
15 Over 2500 employees
MARKET SEGMENT FOCUS
18 Small Business
39 Mid-Market
42 Enterprise
42State of Revenue Marketing Report | Heinz Marketing
A Heinz Marketing Report Commissioned By CaliberMind
ABOUT HEINZ MARKETING
Heinz Marketing is a B2B marketing and sales acceleration
firm that delivers measurable revenue results Every strategy
tactic and action has a specific measured purpose Instead
of focusing on the activities we focus on the outcomes
What really matters is sales pipeline closing business and
accelerating revenue Follow us on Twitter HeinzMarketing
httpswwwheinzmarketingcom
ABOUT CALIBERMIND
CaliberMind is the leading B2B Customer Data Platform for
Revenue Marketers By bringing together data analytics
attribution and smart workflow automation CaliberMind
empowers marketing and sales teams to grow revenue
faster together FREE to try easy to buy and use and 100
UnMarTech
httpswwwcalibermindcom
All rights reserved No part of this
publication may be reproduced or
transmitted in any form or by any
means electronic or mechanical
including photocopy recording or
any information storage and retrieval
system without prior permission in
writing from the publisher
Copyright copyCaliberMind Inc 2018
10State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
1
Revenue Priorities
Even though marketers increasingly focus on revenue
performance lead generation weighs heavily This year more
marketers are looking to drive revenue from existing accounts
(cross-sell and upsell)
Revenue Marketers are 65x more likely to grow revenue from existing customer accounts (Revenue Marketers vs Lead Marketers)
Revenue Marketers have the highest
percentage of marketing-sourced
revenue through new accounts
ahead of both Pipeline Marketers
and Activity Marketers However
Revenue Marketers also grow revenue
throughout the entire customer
lifecycle through upsells and cross-
sells driving the highest percentage
of revenue influence from existing
customer accounts
Pipeline Marketers
Pipeline Marketers
Pipeline Marketers
Activity Marketers
Activity Marketers
Activity Marketers
Marketing-sourced revenue through new accounts
78
69
32
64
Generate more leads
94
36
78
34
12
Revenue influence from existing customer accounts
Revenue Marketers
Revenue Marketers
Revenue Marketers
11State of Revenue Marketing Report | Heinz Marketing
Marketers at all performance levels
struggle with lack of data and analytics
skills in their quest to grow revenue
For Revenue Marketers the main
challenges are poorly managed
marketing technology and siloed data
Many factors play into how much confidence B2B marketers have in achieving a
revenue goal Strategy people skills and capabilities organizational alignment
management budget data and technology are just a few Our research shows that
Revenue Marketers have a much higher level of confidence in their ability to hit their
organizationrsquos revenue goals compare to Activity and Pipeline Marketers
TOP REVENUE MARKETING CHALLENGES BY PERFORMANCE LEVEL
For Lead Marketers that arenrsquot quite as
far down the revenue path they struggle
more with foundational issues such a
clear definition of the revenue cycle
Revenue Marketing
Challenges
Revenue Marketing
Confidence
Activity Marketers Pipeline Marketers Revenue Marketers
01Poorly defined or lack
of revenue cycle
Lack of data and
analytics skillsLack of data and analytics skills
02Lack of data and
analytics skills
Poorly defined or lack
of revenue cycle
Poorly managed silos of marketing
and sales tech and data
03Poorly managed silos of marketing
and sales tech and data
Poorly managed silos of marketing
and sales tech and data
Poorly defined or lack
of revenue cycle
CH
AP
TE
R 0
1
12State of Revenue Marketing Report | Heinz Marketing
The Revenue Marketing Operations Team Analytics Skills and Capabilities
02
13State of Revenue Marketing Report | Heinz Marketing
Marketing Ops Your Revenue Marketing Operators
CH
AP
TE
R 0
2
generation managing data measuring
results and providing analytical insights
in the business However skills and
capabilities must evolve and grow
in order for Marketing Operations to
provide the necessary strategic value
for the business Marketing Operations
after all goes well beyond pulling
marketing technology levers and
pushing buttons
Just a few years ago there wasnrsquot
a function known as ldquomarketing
operationsrdquo Now companies of
all sizes are hiring marketers and
building teams that focus heavily on
driving the demand generation and
pipeline management strategy through
technology and data management
Marketing Operations will continue
to grow in strategic value simply
because of the core focus on revenue
14State of Revenue Marketing Report | Heinz Marketing
03
CH
AP
TE
R 0
2
THE TOP THREE MARKETING FUNCTIONS IN
CHARGE OF ANALYZING REVENUE MARKETING
Marketing
Operations
(31)
CMO or
Marketing VP
(22)
Demand
Generation
(11)
01 02
Marketing Operations is most commonly
identified as the functional role that
owns revenue data analysis However
subsequent responses show that
Marketing Operations pros may not
have the quality data or skills to present
detailed and sophisticated analysis
for internal stakeholders such as the
C-suite investors or board members
CMOs or VPs are ranked second in
charge of owning Revenue Marketing
data analysis This is revealing because
ultimately the CMO or Marketing VP is
accountable for revenue results and the
detailed analysis that all stakeholders rely
on to make better business decisions
58 of marketing teams have dedicated full-time marketing and sales operations
15State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
2
Revenue Marketers ensure that their
processes are as efficient as possible
so they can keep their focus on growing
the bottom line Because Revenue
Marketers automate reporting they
spend half the time on those processes
than Pipeline Marketers who manually
pull data and reports
1-2 Days 3-5 Days Over 5 Days
Revenue Marketers
Pipeline Marketers
Activity Marketers
76
38
13
11
44
23
13
18
64
Revenue Marketers Automate Reporting
16State of Revenue Marketing Report | Heinz Marketing
Revenue Marketers spend
2 days a month on average pulling
data and preparing Revenue Marketing reports compare
to 5 days a month on average for
Demand Marketers
data requirements from management
inadequate skills and the overall
demands of B2B marketers in day-to-
day operations
This data indicates how inefficient and
burdensome reporting has become
There are many reasons for this
including inefficient CRM and marketing
automation systems poorly defined CH
AP
TE
R 0
2
17State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
2
01 03 05 07 0902 04 06 08 10
Marketing Ops Lack the Data and Analytics Skills Required for Revenue Marketing
Successful Marketing Ops pros will
have strong analysis capability That
means the ability to collect and manage
the right data but also to analyze and
interpret the results with the CMO
Marketing Operations pros are likely
strongest in managing the marketing
tech stack and implementing programs
and weaker in revenue analysis
Marketers give themselves moderately
proficient ratings in our survey
SCALE 1-10 HOW PROFICIENT IS YOUR MARKETING TEAM
ANALYZING MARKETING DATA
(1 not proficient 5 moderately proficient and 10 highly proficient)
0
18State of Revenue Marketing Report | Heinz Marketing
(Basic) Reporting on past performance and activity metrics
92
76
38
68
(Intermediate) Reporting and analysis of historical and current performance
29
84
40
17
6
(Advanced) Reporting and analysis models that can forecast future performance
Revenue Marketers are 24x
more likely to Forecast Revenue Performance (Revenue Marketers vs Demand Marketers)
CH
AP
TE
R 0
2
Pipeline Marketers
Pipeline Marketers
Pipeline Marketers
Activity Marketers
Activity Marketers
Activity Marketers
Revenue Marketers
Revenue Marketers
Revenue Marketers
19State of Revenue Marketing Report | Heinz Marketing
Measuring What Matters for Revenue Marketing Performance
03
20State of Revenue Marketing Report | Heinz Marketing
31
CH
AP
TE
R 0
3
CLEARLY DEFINED REVENUE CYCLE
Revenue
Marketers
Pipeline
Marketers
Activity
Marketers
83 54
An entire organization should align
behind the full funnel marketing stages
for driving revenue If marketing has a
flavor of stages while sales uses another
flavor inefficiencies will develop and
result in missed revenue targets
Revenue Marketers are 25x more
likely to have Clearly Defined and Documented Revenue Cycle(Revenue Marketers vs Activity Marketers)
Well-Defined and Documented
Revenue Cycle Is Key to Revenue
Marketing
21State of Revenue Marketing Report | Heinz Marketing
TOP MARKETING METRICS BY PERFORMANCE LEVEL
Activity Marketers Pipeline Marketers Revenue Marketers
01 LeadMQL Pipeline Sourced Influenced RevenueBookings
02 NA RevenueBookings Pipeline Sourced Influenced
03 NA LeadMQL LeadMQL
CH
AP
TE
R 0
3
For Revenue Marketers Revenue Metrics Are All That Matter
remains LeadMQL since at this level of
performance itrsquos hard for marketers to
measure and prove revenue impact
Revenue Marketers naturally rank
revenue metrics much higher than Lead
MQL For Lead Marketers the top metric
22State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
3
While most marketers now measure
volume (leads clicks content
downloads etc) and some measure
value (pipeline ROI etc) most Revenue
Marketers can measure and report on
Pipeline Velocity
marketers to report on how their
marketing effort impacts the high and
low points of pipeline acceleration
Pipeline velocity combines all of these
numbers in one to show if marketing
increases or decreases sales speed
This is a missed opportunity for
Revenue Marketers are 32x more
likely to Measure Pipeline Velocity(Revenue Marketers vs Activity Marketers)
The One Metric That Separates
Successful Revenue
Marketers from Everyone Else
VELOCITY=Qualified Opportunities() bull Win Rate() bull Deal Size($)
Length of Sales Cycles(days)
23State of Revenue Marketing Report | Heinz Marketing
SELECT THE METRICS YOU TRACK TO MEASURE DEMAND GENERATION PROGRAMS
CH
AP
TE
R 0
3
Inquiries Leads MQLs
Revenue
Conversion rates at each stage
Sales pipeline velocity
Number of opportunities
Time between conversion stages
Pipeline Creation
Conversion trending over time
Other (please specify)
10 30 50 70 9020 40 60 80 1000
ROI Measurement Is Key to Revenue
Marketing
C-suite executives will increasingly
demand ROI numbers on overall
marketing budget performance Itrsquos
critical for planning and adjustments
Budgets are routinely adjusted up or
down When that happens executives
want to understand the impact to the
business and right now not enough
marketers can provide the answer
Whatrsquos alarming is that
53 of marketers canrsquot measure or are unsure of their ROI
24State of Revenue Marketing Report | Heinz Marketing
Less than 1x ROI 1-2x ROI Over 2x ROI
Revenue Marketers
Pipeline Marketers
Activity Marketers NA
21
31
44
52
35
17
Revenue Marketers are 2x
more likely to have Greater ROI
With marketers who can measure ROI
returns commonly fall in the 15-2x
range That means for every marketing
dollar spent $150 to $2 of revenue is
generated As revenue accountability
grows we expect measuring ROI
performance will also grow as a
requirement because of the implications
in setting budgets
CH
AP
TE
R 0
3
25State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
3
DOES YOUR CURRENT MARKETING REPORTING AND ANALYSIS PROVIDE THE
INFORMATION YOUR EXECUTIVES BOARD AND INVESTORS EXPECT
Partially
Itrsquos a moving target Wersquore Struggling
Yes
No
Not Sure
10 30 50 70 9020 40 60 80 1000
Most alarming is that 34 of marketers
arenrsquot providing the proper analysis and
reports expected of them Perhaps they
donrsquot know whatrsquos expected of them or
the expectations change so much itrsquos a
moving target for marketers
The Big Marketing
and Business Disconnect
Marketers struggle with providing
data and analysis that executive
managers expect
Only 34 of marketers provide the data and analysis the C-suite and board expect
26State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
3
WHAT MARKETING METRICS ARE YOU CURRENTLY REPORTING TO YOUR C-SUITE
Activity-based metrics
Funnel metrics
Revenue metrics
Other (please specify)
10 30 50 70 9020 40 60 80 1000
Revenue metrics are the top metrics
reported to the C-suite These metrics
include sourced revenue opportunity
creation and pipeline velocity Funnel
metrics which include inquiries qualified
leads and conversion rates are second-
most reported to the C-suite Activity-
based metrics are still highly reported to
executives even though itrsquos difficult to
directly connect to revenue
Which marketing
metrics are you currently
reporting to your C-suite
27State of Revenue Marketing Report | Heinz Marketing
Revenue Marketing Technology and Data
04
28State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
4
Marketers Live in Spreadsheet Hell CRM and
Marketing Automation
Offer Limited Reporting
Marketers canrsquot live without
spreadsheets or slide decks even
when measuring and managing
revenue pipelines The main reasons
for using tools like Microsoft Office
Excel PowerPoint and Google Docs
is the need to compile data perform
calculations and make it
presentable and consumable for a
broader audience
CRM and marketing automation are
the third and fourth most used tools for
analytics and pipeline management
Business Intelligence is a distant fifth in
tools used
Marketing technology vendors can
innovate their analytics capabilities to
make it easier for marketers to conduct
analysis within the systems of record
Spreadsheets and slide decks will
likely always be a part of the marketing
toolset However based on
responses to this benchmark survey
itrsquos likely that disparate tools require
significant amounts of time each month
to gather analyze and communicate
data which takes marketers away from
driving revenue
WHAT TECHNOLOGIES DO YOU USE FOR MARKETING ANALYTICS AND PIPELINE MANAGEMENT
Spreadsheets (ExcelGoogle)
Customer Data Platform
PowerPoint
Data Warehouse Data Lake
CRM
Business Intelligence
Marketing Automation
Marketing Performance
Other (please specify)
10 30 50 70 9020 40 60 80 1000
29State of Revenue Marketing Report | Heinz Marketing
48 44 8
Spreadsheets CRM MAP Purpose Built
Revenue Marketers
Pipeline Marketers
Activity Marketers
21
32
45
56
34
12
Revenue Marketers are 28x more
likely to Centralize Data and Automate Reporting using purpose-built tools such as
Customer Data Platforms (Revenue Marketers vs Pipeline Marketers)
USE OF TECHNOLOGIES FOR MARKETING ANALYTICS amp PIPELINE MANAGEMENT
CH
AP
TE
R 0
4
30State of Revenue Marketing Report | Heinz Marketing
67 21 12
None Google Analytics Revenue Attribution (CaliberMind
Bizible BrightFunnel etc)
Revenue Marketers
Pipeline Marketers
Activity Marketers
6
36
30
44
64
20
USE OF ATTRIBUTION TECHNOLOGY
Attribution Adoption
Has a Long Way to Go
Response to this question included a variety of technologies and indicates
attribution adoption has a long way to go with nearly 41 of marketers not using any
attribution technology Attribution is a critical tool in measuring revenue performance
and ROI We anticipate increased requirements for marketers with attribution analysis
skills and tools usage
Revenue Marketers are 32x more
likely to use Revenue Attribution Technology (Revenue Marketers vs Demand Marketers)
CH
AP
TE
R 0
4
31State of Revenue Marketing Report | Heinz Marketing
ABM is a Go To Market
Strategy Not a Tech Category
More organizations are pursuing
ABM as a strategy each year as
confidence grows and best practices
are learned However a significant
number of organizations are pursuing
ABM programs without focused tools
and technologies This makes sense
because account-based marketing is
a strategy and process ndash more than an
individual technology platform There
are many technology vendors with ABM
solutions which can support pieces of
an overall ABM strategy This response
potentially shows that ABM solutions
have significant room for growth ndash as
long as the tools support the strategy
53 of marketers are engaged in account-based marketing (ABM) at some level
CH
AP
TE
R 0
4
32State of Revenue Marketing Report | Heinz Marketing
89 11
None ABM Tech (CaliberMind Engagio Demandbase Terminus etc)
Revenue Marketers
Pipeline Marketers
Activity Marketers
43
65
57
35
USE OF DEDICATED ABM TECHNOLOGY
Revenue Marketers
are 16x more likely to use
Account-Based-Marketing Technology (Revenue Marketers vs Pipeline Marketers)
CH
AP
TE
R 0
4
33State of Revenue Marketing Report | Heinz Marketing
01 03 05 07 0902 04 06 08 10
Siloed Marketing and Sales Data Is The Enemy of Revenue Marketing
the customer relationship management
(CRM) and marketing automation
platform (MAP) data to help them
achieve revenue objectives
Marketers are moderately confident in
their CRM and marketing systems data
Data fuels overall marketing
effectiveness Without quality data
sales pipelines will flounder simply
because there isnrsquot enough information
to focus marketing and sales efforts on
the right audience Data management is
hard and often a low priority This shows
in confidence levels marketers have in
HOW CONFIDENT ARE YOU IN THE QUALITY OF YOUR CRM AND
MARKETING DATA TO HELP ACHIEVE YOUR REVENUE OBJECTIVES
0CH
AP
TE
R 0
4
34State of Revenue Marketing Report | Heinz Marketing
What Makes Revenue Marketers Tick
LAST LOOK
35State of Revenue Marketing Report | Heinz Marketing
ALIGNING WITH SALES
ON REVENUE CYCLE
INTEGRATING TECH
CENTRALIZING REVENUE DATA
AUTOMATING REPORTS
MEASURING amp
FORECASTING
Revenue Marketers vs
Activity Marketers are
25xRevenue Marketers vs
Activity Marketers are
28xRevenue Marketers vs
Activity Marketers are
32x
more likely to integrate their
tech centralize revenue data
and automate reporting
more likely to be able to forecast
marketing performance and
measure Pipeline Velocity
more likely to align with sales
on the Revenue Cycle
From embracing organizational change to integrating tech stacks centralizing data
automating reports and pushing the boundaries of audience activation Revenue
Marketers stand out from the pack
36State of Revenue Marketing Report | Heinz Marketing
What Revenue Marketers Do that Separate Them from Everybody Else
They measure to improve
not to prove
They measure and report on
volume value and velocity
(last one is key)
They integrate tech stacks
with ease (using a CDP or
other technologies)
They centralize data (using a CDP
or other technologies)
They are independent of IT and BI
teams and can answer marketing
and sales questions close to real
time even before sales
They automate their marketing
and sales enablement from fixing
and enriching data to scoring
and routing leads and accounts
to attribution and ICP and alerting
sales in real time
They use a mix of go-to-market
(GTM) strategies to optimize for
revenue (aka Hybrid ABM)
They support sales all the way
down to ClosedWon and beyond
(upsellcross-sell)
They work closely with
marketing ops
They commit to 30 or more of
actual revenue and bookings not
just pipeline
They are highly confident in their
ability to hit the revenue target
They work backwards from a
revenue goal using GQMD (Goal
Question Metric Data)
They set their target and commit
numbers early on in the quarter
and are using revenue marketing
software to forecast against it with
trending data week over week
month over month etc
37State of Revenue Marketing Report | Heinz Marketing
Revenue MarketingAssessment
APPENDIX A
Data from this report was used to create our benchmark tool
A complimentary easy self-assessment tool is available online
to help marketers benchmark their revenue marketing maturity
against peers and receive best practices and next steps to
advance their skills
38State of Revenue Marketing Report | Heinz Marketing
MARKETING CHARACTERISTICS
Activity Marketers (33) Pipeline Marketers (45) Revenue Marketers (22)
Accountable for Leads MQLs Activities Pipeline Sourced Influenced RevenueBookings
Revenue Cycle amp Goal NAFunnel Metrics
10 - 30
Funnel + Revenue Metrics
gt 30
GTM Strategy Lead Generation Demand Generation ABM Demand Hybrid ABM PQL
Team Varies Marketing Ops Marketing Ops Analyst BI
Measuring Volume Volume Value Volume Value Velocity
Reporting Past Past Present (Real-time) Past Present Future
(Forecasting)
Attribution ROI NA or First LastWeighted Multi-touch
ROI gt 15x
Algorithmic
ROI gt 2x
Tech Stack
amp Automation
Basic siloed
Basic email automation
CRM - MAP 11 Sync
native connectors
Using point tools to automate
some tasks such as emails and
nurturing
2-way API
integration (Read Write)
Using multi-step automation to fix
data enrich leads segment ideal
customers build target account
lists alert sales and more
Marketing
amp Sales Data
Siloed using spreadsheets
multiple dashboardsCRM MAP reports
One automated dashboard
for any and all revenue data
(aka Single Source of Truth)
(marketing sales product
customer success)
Marketing
amp Sales AlignmentMisaligned lsquoGot leadsrsquo Semi-aligned
Fully-aligned on one
revenue number
39State of Revenue Marketing Report | Heinz Marketing
WHATrsquoS NEXT
Improve your Revenue Marketing skills with our online self assessment tool
Find out how you stack up against your peers and uncover more insights on
marketing measurment analytics revenue attribution ROI and workflow automation
Wersquove used all the benchmarking data from this report to create an easy to use
online self assessment tool that you can use
TAKE THE ASSESSMENT
40State of Revenue Marketing Report | Heinz Marketing
Survey Demographics
241 Benchmark Survey respondents represent a cross-section
of industries company sizes roles and market focus Marketers
who work for large medium and small organizations as well as
those who focus on enterprise mid-market and small business
are all represented Additionally most respondents work in
B2B marketing operations demand generation or VPCMO
roles The responses provide a valuable cross-section of input
on the priorities challenges faced capabilities and objectives
41State of Revenue Marketing Report | Heinz Marketing
ROLE WITHIN MARKETING
205 CMO VP of Marketing
1967 Marketing Operations
1213 Demand Generation
10 C-level Executive
SIZE OF MARKETING TEAMS
36 have 1-3 people
22 have 4-5 people
15 have 6-10 people
26 have 11 or more people
TOP INDUSTRIES
44 Tech
22 Professional Services
9 Manufacturing
COMPANY SIZE
25 1-25 employees
45 26-500 employees
15 501-2500 employees
15 Over 2500 employees
MARKET SEGMENT FOCUS
18 Small Business
39 Mid-Market
42 Enterprise
42State of Revenue Marketing Report | Heinz Marketing
A Heinz Marketing Report Commissioned By CaliberMind
ABOUT HEINZ MARKETING
Heinz Marketing is a B2B marketing and sales acceleration
firm that delivers measurable revenue results Every strategy
tactic and action has a specific measured purpose Instead
of focusing on the activities we focus on the outcomes
What really matters is sales pipeline closing business and
accelerating revenue Follow us on Twitter HeinzMarketing
httpswwwheinzmarketingcom
ABOUT CALIBERMIND
CaliberMind is the leading B2B Customer Data Platform for
Revenue Marketers By bringing together data analytics
attribution and smart workflow automation CaliberMind
empowers marketing and sales teams to grow revenue
faster together FREE to try easy to buy and use and 100
UnMarTech
httpswwwcalibermindcom
All rights reserved No part of this
publication may be reproduced or
transmitted in any form or by any
means electronic or mechanical
including photocopy recording or
any information storage and retrieval
system without prior permission in
writing from the publisher
Copyright copyCaliberMind Inc 2018
11State of Revenue Marketing Report | Heinz Marketing
Marketers at all performance levels
struggle with lack of data and analytics
skills in their quest to grow revenue
For Revenue Marketers the main
challenges are poorly managed
marketing technology and siloed data
Many factors play into how much confidence B2B marketers have in achieving a
revenue goal Strategy people skills and capabilities organizational alignment
management budget data and technology are just a few Our research shows that
Revenue Marketers have a much higher level of confidence in their ability to hit their
organizationrsquos revenue goals compare to Activity and Pipeline Marketers
TOP REVENUE MARKETING CHALLENGES BY PERFORMANCE LEVEL
For Lead Marketers that arenrsquot quite as
far down the revenue path they struggle
more with foundational issues such a
clear definition of the revenue cycle
Revenue Marketing
Challenges
Revenue Marketing
Confidence
Activity Marketers Pipeline Marketers Revenue Marketers
01Poorly defined or lack
of revenue cycle
Lack of data and
analytics skillsLack of data and analytics skills
02Lack of data and
analytics skills
Poorly defined or lack
of revenue cycle
Poorly managed silos of marketing
and sales tech and data
03Poorly managed silos of marketing
and sales tech and data
Poorly managed silos of marketing
and sales tech and data
Poorly defined or lack
of revenue cycle
CH
AP
TE
R 0
1
12State of Revenue Marketing Report | Heinz Marketing
The Revenue Marketing Operations Team Analytics Skills and Capabilities
02
13State of Revenue Marketing Report | Heinz Marketing
Marketing Ops Your Revenue Marketing Operators
CH
AP
TE
R 0
2
generation managing data measuring
results and providing analytical insights
in the business However skills and
capabilities must evolve and grow
in order for Marketing Operations to
provide the necessary strategic value
for the business Marketing Operations
after all goes well beyond pulling
marketing technology levers and
pushing buttons
Just a few years ago there wasnrsquot
a function known as ldquomarketing
operationsrdquo Now companies of
all sizes are hiring marketers and
building teams that focus heavily on
driving the demand generation and
pipeline management strategy through
technology and data management
Marketing Operations will continue
to grow in strategic value simply
because of the core focus on revenue
14State of Revenue Marketing Report | Heinz Marketing
03
CH
AP
TE
R 0
2
THE TOP THREE MARKETING FUNCTIONS IN
CHARGE OF ANALYZING REVENUE MARKETING
Marketing
Operations
(31)
CMO or
Marketing VP
(22)
Demand
Generation
(11)
01 02
Marketing Operations is most commonly
identified as the functional role that
owns revenue data analysis However
subsequent responses show that
Marketing Operations pros may not
have the quality data or skills to present
detailed and sophisticated analysis
for internal stakeholders such as the
C-suite investors or board members
CMOs or VPs are ranked second in
charge of owning Revenue Marketing
data analysis This is revealing because
ultimately the CMO or Marketing VP is
accountable for revenue results and the
detailed analysis that all stakeholders rely
on to make better business decisions
58 of marketing teams have dedicated full-time marketing and sales operations
15State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
2
Revenue Marketers ensure that their
processes are as efficient as possible
so they can keep their focus on growing
the bottom line Because Revenue
Marketers automate reporting they
spend half the time on those processes
than Pipeline Marketers who manually
pull data and reports
1-2 Days 3-5 Days Over 5 Days
Revenue Marketers
Pipeline Marketers
Activity Marketers
76
38
13
11
44
23
13
18
64
Revenue Marketers Automate Reporting
16State of Revenue Marketing Report | Heinz Marketing
Revenue Marketers spend
2 days a month on average pulling
data and preparing Revenue Marketing reports compare
to 5 days a month on average for
Demand Marketers
data requirements from management
inadequate skills and the overall
demands of B2B marketers in day-to-
day operations
This data indicates how inefficient and
burdensome reporting has become
There are many reasons for this
including inefficient CRM and marketing
automation systems poorly defined CH
AP
TE
R 0
2
17State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
2
01 03 05 07 0902 04 06 08 10
Marketing Ops Lack the Data and Analytics Skills Required for Revenue Marketing
Successful Marketing Ops pros will
have strong analysis capability That
means the ability to collect and manage
the right data but also to analyze and
interpret the results with the CMO
Marketing Operations pros are likely
strongest in managing the marketing
tech stack and implementing programs
and weaker in revenue analysis
Marketers give themselves moderately
proficient ratings in our survey
SCALE 1-10 HOW PROFICIENT IS YOUR MARKETING TEAM
ANALYZING MARKETING DATA
(1 not proficient 5 moderately proficient and 10 highly proficient)
0
18State of Revenue Marketing Report | Heinz Marketing
(Basic) Reporting on past performance and activity metrics
92
76
38
68
(Intermediate) Reporting and analysis of historical and current performance
29
84
40
17
6
(Advanced) Reporting and analysis models that can forecast future performance
Revenue Marketers are 24x
more likely to Forecast Revenue Performance (Revenue Marketers vs Demand Marketers)
CH
AP
TE
R 0
2
Pipeline Marketers
Pipeline Marketers
Pipeline Marketers
Activity Marketers
Activity Marketers
Activity Marketers
Revenue Marketers
Revenue Marketers
Revenue Marketers
19State of Revenue Marketing Report | Heinz Marketing
Measuring What Matters for Revenue Marketing Performance
03
20State of Revenue Marketing Report | Heinz Marketing
31
CH
AP
TE
R 0
3
CLEARLY DEFINED REVENUE CYCLE
Revenue
Marketers
Pipeline
Marketers
Activity
Marketers
83 54
An entire organization should align
behind the full funnel marketing stages
for driving revenue If marketing has a
flavor of stages while sales uses another
flavor inefficiencies will develop and
result in missed revenue targets
Revenue Marketers are 25x more
likely to have Clearly Defined and Documented Revenue Cycle(Revenue Marketers vs Activity Marketers)
Well-Defined and Documented
Revenue Cycle Is Key to Revenue
Marketing
21State of Revenue Marketing Report | Heinz Marketing
TOP MARKETING METRICS BY PERFORMANCE LEVEL
Activity Marketers Pipeline Marketers Revenue Marketers
01 LeadMQL Pipeline Sourced Influenced RevenueBookings
02 NA RevenueBookings Pipeline Sourced Influenced
03 NA LeadMQL LeadMQL
CH
AP
TE
R 0
3
For Revenue Marketers Revenue Metrics Are All That Matter
remains LeadMQL since at this level of
performance itrsquos hard for marketers to
measure and prove revenue impact
Revenue Marketers naturally rank
revenue metrics much higher than Lead
MQL For Lead Marketers the top metric
22State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
3
While most marketers now measure
volume (leads clicks content
downloads etc) and some measure
value (pipeline ROI etc) most Revenue
Marketers can measure and report on
Pipeline Velocity
marketers to report on how their
marketing effort impacts the high and
low points of pipeline acceleration
Pipeline velocity combines all of these
numbers in one to show if marketing
increases or decreases sales speed
This is a missed opportunity for
Revenue Marketers are 32x more
likely to Measure Pipeline Velocity(Revenue Marketers vs Activity Marketers)
The One Metric That Separates
Successful Revenue
Marketers from Everyone Else
VELOCITY=Qualified Opportunities() bull Win Rate() bull Deal Size($)
Length of Sales Cycles(days)
23State of Revenue Marketing Report | Heinz Marketing
SELECT THE METRICS YOU TRACK TO MEASURE DEMAND GENERATION PROGRAMS
CH
AP
TE
R 0
3
Inquiries Leads MQLs
Revenue
Conversion rates at each stage
Sales pipeline velocity
Number of opportunities
Time between conversion stages
Pipeline Creation
Conversion trending over time
Other (please specify)
10 30 50 70 9020 40 60 80 1000
ROI Measurement Is Key to Revenue
Marketing
C-suite executives will increasingly
demand ROI numbers on overall
marketing budget performance Itrsquos
critical for planning and adjustments
Budgets are routinely adjusted up or
down When that happens executives
want to understand the impact to the
business and right now not enough
marketers can provide the answer
Whatrsquos alarming is that
53 of marketers canrsquot measure or are unsure of their ROI
24State of Revenue Marketing Report | Heinz Marketing
Less than 1x ROI 1-2x ROI Over 2x ROI
Revenue Marketers
Pipeline Marketers
Activity Marketers NA
21
31
44
52
35
17
Revenue Marketers are 2x
more likely to have Greater ROI
With marketers who can measure ROI
returns commonly fall in the 15-2x
range That means for every marketing
dollar spent $150 to $2 of revenue is
generated As revenue accountability
grows we expect measuring ROI
performance will also grow as a
requirement because of the implications
in setting budgets
CH
AP
TE
R 0
3
25State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
3
DOES YOUR CURRENT MARKETING REPORTING AND ANALYSIS PROVIDE THE
INFORMATION YOUR EXECUTIVES BOARD AND INVESTORS EXPECT
Partially
Itrsquos a moving target Wersquore Struggling
Yes
No
Not Sure
10 30 50 70 9020 40 60 80 1000
Most alarming is that 34 of marketers
arenrsquot providing the proper analysis and
reports expected of them Perhaps they
donrsquot know whatrsquos expected of them or
the expectations change so much itrsquos a
moving target for marketers
The Big Marketing
and Business Disconnect
Marketers struggle with providing
data and analysis that executive
managers expect
Only 34 of marketers provide the data and analysis the C-suite and board expect
26State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
3
WHAT MARKETING METRICS ARE YOU CURRENTLY REPORTING TO YOUR C-SUITE
Activity-based metrics
Funnel metrics
Revenue metrics
Other (please specify)
10 30 50 70 9020 40 60 80 1000
Revenue metrics are the top metrics
reported to the C-suite These metrics
include sourced revenue opportunity
creation and pipeline velocity Funnel
metrics which include inquiries qualified
leads and conversion rates are second-
most reported to the C-suite Activity-
based metrics are still highly reported to
executives even though itrsquos difficult to
directly connect to revenue
Which marketing
metrics are you currently
reporting to your C-suite
27State of Revenue Marketing Report | Heinz Marketing
Revenue Marketing Technology and Data
04
28State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
4
Marketers Live in Spreadsheet Hell CRM and
Marketing Automation
Offer Limited Reporting
Marketers canrsquot live without
spreadsheets or slide decks even
when measuring and managing
revenue pipelines The main reasons
for using tools like Microsoft Office
Excel PowerPoint and Google Docs
is the need to compile data perform
calculations and make it
presentable and consumable for a
broader audience
CRM and marketing automation are
the third and fourth most used tools for
analytics and pipeline management
Business Intelligence is a distant fifth in
tools used
Marketing technology vendors can
innovate their analytics capabilities to
make it easier for marketers to conduct
analysis within the systems of record
Spreadsheets and slide decks will
likely always be a part of the marketing
toolset However based on
responses to this benchmark survey
itrsquos likely that disparate tools require
significant amounts of time each month
to gather analyze and communicate
data which takes marketers away from
driving revenue
WHAT TECHNOLOGIES DO YOU USE FOR MARKETING ANALYTICS AND PIPELINE MANAGEMENT
Spreadsheets (ExcelGoogle)
Customer Data Platform
PowerPoint
Data Warehouse Data Lake
CRM
Business Intelligence
Marketing Automation
Marketing Performance
Other (please specify)
10 30 50 70 9020 40 60 80 1000
29State of Revenue Marketing Report | Heinz Marketing
48 44 8
Spreadsheets CRM MAP Purpose Built
Revenue Marketers
Pipeline Marketers
Activity Marketers
21
32
45
56
34
12
Revenue Marketers are 28x more
likely to Centralize Data and Automate Reporting using purpose-built tools such as
Customer Data Platforms (Revenue Marketers vs Pipeline Marketers)
USE OF TECHNOLOGIES FOR MARKETING ANALYTICS amp PIPELINE MANAGEMENT
CH
AP
TE
R 0
4
30State of Revenue Marketing Report | Heinz Marketing
67 21 12
None Google Analytics Revenue Attribution (CaliberMind
Bizible BrightFunnel etc)
Revenue Marketers
Pipeline Marketers
Activity Marketers
6
36
30
44
64
20
USE OF ATTRIBUTION TECHNOLOGY
Attribution Adoption
Has a Long Way to Go
Response to this question included a variety of technologies and indicates
attribution adoption has a long way to go with nearly 41 of marketers not using any
attribution technology Attribution is a critical tool in measuring revenue performance
and ROI We anticipate increased requirements for marketers with attribution analysis
skills and tools usage
Revenue Marketers are 32x more
likely to use Revenue Attribution Technology (Revenue Marketers vs Demand Marketers)
CH
AP
TE
R 0
4
31State of Revenue Marketing Report | Heinz Marketing
ABM is a Go To Market
Strategy Not a Tech Category
More organizations are pursuing
ABM as a strategy each year as
confidence grows and best practices
are learned However a significant
number of organizations are pursuing
ABM programs without focused tools
and technologies This makes sense
because account-based marketing is
a strategy and process ndash more than an
individual technology platform There
are many technology vendors with ABM
solutions which can support pieces of
an overall ABM strategy This response
potentially shows that ABM solutions
have significant room for growth ndash as
long as the tools support the strategy
53 of marketers are engaged in account-based marketing (ABM) at some level
CH
AP
TE
R 0
4
32State of Revenue Marketing Report | Heinz Marketing
89 11
None ABM Tech (CaliberMind Engagio Demandbase Terminus etc)
Revenue Marketers
Pipeline Marketers
Activity Marketers
43
65
57
35
USE OF DEDICATED ABM TECHNOLOGY
Revenue Marketers
are 16x more likely to use
Account-Based-Marketing Technology (Revenue Marketers vs Pipeline Marketers)
CH
AP
TE
R 0
4
33State of Revenue Marketing Report | Heinz Marketing
01 03 05 07 0902 04 06 08 10
Siloed Marketing and Sales Data Is The Enemy of Revenue Marketing
the customer relationship management
(CRM) and marketing automation
platform (MAP) data to help them
achieve revenue objectives
Marketers are moderately confident in
their CRM and marketing systems data
Data fuels overall marketing
effectiveness Without quality data
sales pipelines will flounder simply
because there isnrsquot enough information
to focus marketing and sales efforts on
the right audience Data management is
hard and often a low priority This shows
in confidence levels marketers have in
HOW CONFIDENT ARE YOU IN THE QUALITY OF YOUR CRM AND
MARKETING DATA TO HELP ACHIEVE YOUR REVENUE OBJECTIVES
0CH
AP
TE
R 0
4
34State of Revenue Marketing Report | Heinz Marketing
What Makes Revenue Marketers Tick
LAST LOOK
35State of Revenue Marketing Report | Heinz Marketing
ALIGNING WITH SALES
ON REVENUE CYCLE
INTEGRATING TECH
CENTRALIZING REVENUE DATA
AUTOMATING REPORTS
MEASURING amp
FORECASTING
Revenue Marketers vs
Activity Marketers are
25xRevenue Marketers vs
Activity Marketers are
28xRevenue Marketers vs
Activity Marketers are
32x
more likely to integrate their
tech centralize revenue data
and automate reporting
more likely to be able to forecast
marketing performance and
measure Pipeline Velocity
more likely to align with sales
on the Revenue Cycle
From embracing organizational change to integrating tech stacks centralizing data
automating reports and pushing the boundaries of audience activation Revenue
Marketers stand out from the pack
36State of Revenue Marketing Report | Heinz Marketing
What Revenue Marketers Do that Separate Them from Everybody Else
They measure to improve
not to prove
They measure and report on
volume value and velocity
(last one is key)
They integrate tech stacks
with ease (using a CDP or
other technologies)
They centralize data (using a CDP
or other technologies)
They are independent of IT and BI
teams and can answer marketing
and sales questions close to real
time even before sales
They automate their marketing
and sales enablement from fixing
and enriching data to scoring
and routing leads and accounts
to attribution and ICP and alerting
sales in real time
They use a mix of go-to-market
(GTM) strategies to optimize for
revenue (aka Hybrid ABM)
They support sales all the way
down to ClosedWon and beyond
(upsellcross-sell)
They work closely with
marketing ops
They commit to 30 or more of
actual revenue and bookings not
just pipeline
They are highly confident in their
ability to hit the revenue target
They work backwards from a
revenue goal using GQMD (Goal
Question Metric Data)
They set their target and commit
numbers early on in the quarter
and are using revenue marketing
software to forecast against it with
trending data week over week
month over month etc
37State of Revenue Marketing Report | Heinz Marketing
Revenue MarketingAssessment
APPENDIX A
Data from this report was used to create our benchmark tool
A complimentary easy self-assessment tool is available online
to help marketers benchmark their revenue marketing maturity
against peers and receive best practices and next steps to
advance their skills
38State of Revenue Marketing Report | Heinz Marketing
MARKETING CHARACTERISTICS
Activity Marketers (33) Pipeline Marketers (45) Revenue Marketers (22)
Accountable for Leads MQLs Activities Pipeline Sourced Influenced RevenueBookings
Revenue Cycle amp Goal NAFunnel Metrics
10 - 30
Funnel + Revenue Metrics
gt 30
GTM Strategy Lead Generation Demand Generation ABM Demand Hybrid ABM PQL
Team Varies Marketing Ops Marketing Ops Analyst BI
Measuring Volume Volume Value Volume Value Velocity
Reporting Past Past Present (Real-time) Past Present Future
(Forecasting)
Attribution ROI NA or First LastWeighted Multi-touch
ROI gt 15x
Algorithmic
ROI gt 2x
Tech Stack
amp Automation
Basic siloed
Basic email automation
CRM - MAP 11 Sync
native connectors
Using point tools to automate
some tasks such as emails and
nurturing
2-way API
integration (Read Write)
Using multi-step automation to fix
data enrich leads segment ideal
customers build target account
lists alert sales and more
Marketing
amp Sales Data
Siloed using spreadsheets
multiple dashboardsCRM MAP reports
One automated dashboard
for any and all revenue data
(aka Single Source of Truth)
(marketing sales product
customer success)
Marketing
amp Sales AlignmentMisaligned lsquoGot leadsrsquo Semi-aligned
Fully-aligned on one
revenue number
39State of Revenue Marketing Report | Heinz Marketing
WHATrsquoS NEXT
Improve your Revenue Marketing skills with our online self assessment tool
Find out how you stack up against your peers and uncover more insights on
marketing measurment analytics revenue attribution ROI and workflow automation
Wersquove used all the benchmarking data from this report to create an easy to use
online self assessment tool that you can use
TAKE THE ASSESSMENT
40State of Revenue Marketing Report | Heinz Marketing
Survey Demographics
241 Benchmark Survey respondents represent a cross-section
of industries company sizes roles and market focus Marketers
who work for large medium and small organizations as well as
those who focus on enterprise mid-market and small business
are all represented Additionally most respondents work in
B2B marketing operations demand generation or VPCMO
roles The responses provide a valuable cross-section of input
on the priorities challenges faced capabilities and objectives
41State of Revenue Marketing Report | Heinz Marketing
ROLE WITHIN MARKETING
205 CMO VP of Marketing
1967 Marketing Operations
1213 Demand Generation
10 C-level Executive
SIZE OF MARKETING TEAMS
36 have 1-3 people
22 have 4-5 people
15 have 6-10 people
26 have 11 or more people
TOP INDUSTRIES
44 Tech
22 Professional Services
9 Manufacturing
COMPANY SIZE
25 1-25 employees
45 26-500 employees
15 501-2500 employees
15 Over 2500 employees
MARKET SEGMENT FOCUS
18 Small Business
39 Mid-Market
42 Enterprise
42State of Revenue Marketing Report | Heinz Marketing
A Heinz Marketing Report Commissioned By CaliberMind
ABOUT HEINZ MARKETING
Heinz Marketing is a B2B marketing and sales acceleration
firm that delivers measurable revenue results Every strategy
tactic and action has a specific measured purpose Instead
of focusing on the activities we focus on the outcomes
What really matters is sales pipeline closing business and
accelerating revenue Follow us on Twitter HeinzMarketing
httpswwwheinzmarketingcom
ABOUT CALIBERMIND
CaliberMind is the leading B2B Customer Data Platform for
Revenue Marketers By bringing together data analytics
attribution and smart workflow automation CaliberMind
empowers marketing and sales teams to grow revenue
faster together FREE to try easy to buy and use and 100
UnMarTech
httpswwwcalibermindcom
All rights reserved No part of this
publication may be reproduced or
transmitted in any form or by any
means electronic or mechanical
including photocopy recording or
any information storage and retrieval
system without prior permission in
writing from the publisher
Copyright copyCaliberMind Inc 2018
12State of Revenue Marketing Report | Heinz Marketing
The Revenue Marketing Operations Team Analytics Skills and Capabilities
02
13State of Revenue Marketing Report | Heinz Marketing
Marketing Ops Your Revenue Marketing Operators
CH
AP
TE
R 0
2
generation managing data measuring
results and providing analytical insights
in the business However skills and
capabilities must evolve and grow
in order for Marketing Operations to
provide the necessary strategic value
for the business Marketing Operations
after all goes well beyond pulling
marketing technology levers and
pushing buttons
Just a few years ago there wasnrsquot
a function known as ldquomarketing
operationsrdquo Now companies of
all sizes are hiring marketers and
building teams that focus heavily on
driving the demand generation and
pipeline management strategy through
technology and data management
Marketing Operations will continue
to grow in strategic value simply
because of the core focus on revenue
14State of Revenue Marketing Report | Heinz Marketing
03
CH
AP
TE
R 0
2
THE TOP THREE MARKETING FUNCTIONS IN
CHARGE OF ANALYZING REVENUE MARKETING
Marketing
Operations
(31)
CMO or
Marketing VP
(22)
Demand
Generation
(11)
01 02
Marketing Operations is most commonly
identified as the functional role that
owns revenue data analysis However
subsequent responses show that
Marketing Operations pros may not
have the quality data or skills to present
detailed and sophisticated analysis
for internal stakeholders such as the
C-suite investors or board members
CMOs or VPs are ranked second in
charge of owning Revenue Marketing
data analysis This is revealing because
ultimately the CMO or Marketing VP is
accountable for revenue results and the
detailed analysis that all stakeholders rely
on to make better business decisions
58 of marketing teams have dedicated full-time marketing and sales operations
15State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
2
Revenue Marketers ensure that their
processes are as efficient as possible
so they can keep their focus on growing
the bottom line Because Revenue
Marketers automate reporting they
spend half the time on those processes
than Pipeline Marketers who manually
pull data and reports
1-2 Days 3-5 Days Over 5 Days
Revenue Marketers
Pipeline Marketers
Activity Marketers
76
38
13
11
44
23
13
18
64
Revenue Marketers Automate Reporting
16State of Revenue Marketing Report | Heinz Marketing
Revenue Marketers spend
2 days a month on average pulling
data and preparing Revenue Marketing reports compare
to 5 days a month on average for
Demand Marketers
data requirements from management
inadequate skills and the overall
demands of B2B marketers in day-to-
day operations
This data indicates how inefficient and
burdensome reporting has become
There are many reasons for this
including inefficient CRM and marketing
automation systems poorly defined CH
AP
TE
R 0
2
17State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
2
01 03 05 07 0902 04 06 08 10
Marketing Ops Lack the Data and Analytics Skills Required for Revenue Marketing
Successful Marketing Ops pros will
have strong analysis capability That
means the ability to collect and manage
the right data but also to analyze and
interpret the results with the CMO
Marketing Operations pros are likely
strongest in managing the marketing
tech stack and implementing programs
and weaker in revenue analysis
Marketers give themselves moderately
proficient ratings in our survey
SCALE 1-10 HOW PROFICIENT IS YOUR MARKETING TEAM
ANALYZING MARKETING DATA
(1 not proficient 5 moderately proficient and 10 highly proficient)
0
18State of Revenue Marketing Report | Heinz Marketing
(Basic) Reporting on past performance and activity metrics
92
76
38
68
(Intermediate) Reporting and analysis of historical and current performance
29
84
40
17
6
(Advanced) Reporting and analysis models that can forecast future performance
Revenue Marketers are 24x
more likely to Forecast Revenue Performance (Revenue Marketers vs Demand Marketers)
CH
AP
TE
R 0
2
Pipeline Marketers
Pipeline Marketers
Pipeline Marketers
Activity Marketers
Activity Marketers
Activity Marketers
Revenue Marketers
Revenue Marketers
Revenue Marketers
19State of Revenue Marketing Report | Heinz Marketing
Measuring What Matters for Revenue Marketing Performance
03
20State of Revenue Marketing Report | Heinz Marketing
31
CH
AP
TE
R 0
3
CLEARLY DEFINED REVENUE CYCLE
Revenue
Marketers
Pipeline
Marketers
Activity
Marketers
83 54
An entire organization should align
behind the full funnel marketing stages
for driving revenue If marketing has a
flavor of stages while sales uses another
flavor inefficiencies will develop and
result in missed revenue targets
Revenue Marketers are 25x more
likely to have Clearly Defined and Documented Revenue Cycle(Revenue Marketers vs Activity Marketers)
Well-Defined and Documented
Revenue Cycle Is Key to Revenue
Marketing
21State of Revenue Marketing Report | Heinz Marketing
TOP MARKETING METRICS BY PERFORMANCE LEVEL
Activity Marketers Pipeline Marketers Revenue Marketers
01 LeadMQL Pipeline Sourced Influenced RevenueBookings
02 NA RevenueBookings Pipeline Sourced Influenced
03 NA LeadMQL LeadMQL
CH
AP
TE
R 0
3
For Revenue Marketers Revenue Metrics Are All That Matter
remains LeadMQL since at this level of
performance itrsquos hard for marketers to
measure and prove revenue impact
Revenue Marketers naturally rank
revenue metrics much higher than Lead
MQL For Lead Marketers the top metric
22State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
3
While most marketers now measure
volume (leads clicks content
downloads etc) and some measure
value (pipeline ROI etc) most Revenue
Marketers can measure and report on
Pipeline Velocity
marketers to report on how their
marketing effort impacts the high and
low points of pipeline acceleration
Pipeline velocity combines all of these
numbers in one to show if marketing
increases or decreases sales speed
This is a missed opportunity for
Revenue Marketers are 32x more
likely to Measure Pipeline Velocity(Revenue Marketers vs Activity Marketers)
The One Metric That Separates
Successful Revenue
Marketers from Everyone Else
VELOCITY=Qualified Opportunities() bull Win Rate() bull Deal Size($)
Length of Sales Cycles(days)
23State of Revenue Marketing Report | Heinz Marketing
SELECT THE METRICS YOU TRACK TO MEASURE DEMAND GENERATION PROGRAMS
CH
AP
TE
R 0
3
Inquiries Leads MQLs
Revenue
Conversion rates at each stage
Sales pipeline velocity
Number of opportunities
Time between conversion stages
Pipeline Creation
Conversion trending over time
Other (please specify)
10 30 50 70 9020 40 60 80 1000
ROI Measurement Is Key to Revenue
Marketing
C-suite executives will increasingly
demand ROI numbers on overall
marketing budget performance Itrsquos
critical for planning and adjustments
Budgets are routinely adjusted up or
down When that happens executives
want to understand the impact to the
business and right now not enough
marketers can provide the answer
Whatrsquos alarming is that
53 of marketers canrsquot measure or are unsure of their ROI
24State of Revenue Marketing Report | Heinz Marketing
Less than 1x ROI 1-2x ROI Over 2x ROI
Revenue Marketers
Pipeline Marketers
Activity Marketers NA
21
31
44
52
35
17
Revenue Marketers are 2x
more likely to have Greater ROI
With marketers who can measure ROI
returns commonly fall in the 15-2x
range That means for every marketing
dollar spent $150 to $2 of revenue is
generated As revenue accountability
grows we expect measuring ROI
performance will also grow as a
requirement because of the implications
in setting budgets
CH
AP
TE
R 0
3
25State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
3
DOES YOUR CURRENT MARKETING REPORTING AND ANALYSIS PROVIDE THE
INFORMATION YOUR EXECUTIVES BOARD AND INVESTORS EXPECT
Partially
Itrsquos a moving target Wersquore Struggling
Yes
No
Not Sure
10 30 50 70 9020 40 60 80 1000
Most alarming is that 34 of marketers
arenrsquot providing the proper analysis and
reports expected of them Perhaps they
donrsquot know whatrsquos expected of them or
the expectations change so much itrsquos a
moving target for marketers
The Big Marketing
and Business Disconnect
Marketers struggle with providing
data and analysis that executive
managers expect
Only 34 of marketers provide the data and analysis the C-suite and board expect
26State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
3
WHAT MARKETING METRICS ARE YOU CURRENTLY REPORTING TO YOUR C-SUITE
Activity-based metrics
Funnel metrics
Revenue metrics
Other (please specify)
10 30 50 70 9020 40 60 80 1000
Revenue metrics are the top metrics
reported to the C-suite These metrics
include sourced revenue opportunity
creation and pipeline velocity Funnel
metrics which include inquiries qualified
leads and conversion rates are second-
most reported to the C-suite Activity-
based metrics are still highly reported to
executives even though itrsquos difficult to
directly connect to revenue
Which marketing
metrics are you currently
reporting to your C-suite
27State of Revenue Marketing Report | Heinz Marketing
Revenue Marketing Technology and Data
04
28State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
4
Marketers Live in Spreadsheet Hell CRM and
Marketing Automation
Offer Limited Reporting
Marketers canrsquot live without
spreadsheets or slide decks even
when measuring and managing
revenue pipelines The main reasons
for using tools like Microsoft Office
Excel PowerPoint and Google Docs
is the need to compile data perform
calculations and make it
presentable and consumable for a
broader audience
CRM and marketing automation are
the third and fourth most used tools for
analytics and pipeline management
Business Intelligence is a distant fifth in
tools used
Marketing technology vendors can
innovate their analytics capabilities to
make it easier for marketers to conduct
analysis within the systems of record
Spreadsheets and slide decks will
likely always be a part of the marketing
toolset However based on
responses to this benchmark survey
itrsquos likely that disparate tools require
significant amounts of time each month
to gather analyze and communicate
data which takes marketers away from
driving revenue
WHAT TECHNOLOGIES DO YOU USE FOR MARKETING ANALYTICS AND PIPELINE MANAGEMENT
Spreadsheets (ExcelGoogle)
Customer Data Platform
PowerPoint
Data Warehouse Data Lake
CRM
Business Intelligence
Marketing Automation
Marketing Performance
Other (please specify)
10 30 50 70 9020 40 60 80 1000
29State of Revenue Marketing Report | Heinz Marketing
48 44 8
Spreadsheets CRM MAP Purpose Built
Revenue Marketers
Pipeline Marketers
Activity Marketers
21
32
45
56
34
12
Revenue Marketers are 28x more
likely to Centralize Data and Automate Reporting using purpose-built tools such as
Customer Data Platforms (Revenue Marketers vs Pipeline Marketers)
USE OF TECHNOLOGIES FOR MARKETING ANALYTICS amp PIPELINE MANAGEMENT
CH
AP
TE
R 0
4
30State of Revenue Marketing Report | Heinz Marketing
67 21 12
None Google Analytics Revenue Attribution (CaliberMind
Bizible BrightFunnel etc)
Revenue Marketers
Pipeline Marketers
Activity Marketers
6
36
30
44
64
20
USE OF ATTRIBUTION TECHNOLOGY
Attribution Adoption
Has a Long Way to Go
Response to this question included a variety of technologies and indicates
attribution adoption has a long way to go with nearly 41 of marketers not using any
attribution technology Attribution is a critical tool in measuring revenue performance
and ROI We anticipate increased requirements for marketers with attribution analysis
skills and tools usage
Revenue Marketers are 32x more
likely to use Revenue Attribution Technology (Revenue Marketers vs Demand Marketers)
CH
AP
TE
R 0
4
31State of Revenue Marketing Report | Heinz Marketing
ABM is a Go To Market
Strategy Not a Tech Category
More organizations are pursuing
ABM as a strategy each year as
confidence grows and best practices
are learned However a significant
number of organizations are pursuing
ABM programs without focused tools
and technologies This makes sense
because account-based marketing is
a strategy and process ndash more than an
individual technology platform There
are many technology vendors with ABM
solutions which can support pieces of
an overall ABM strategy This response
potentially shows that ABM solutions
have significant room for growth ndash as
long as the tools support the strategy
53 of marketers are engaged in account-based marketing (ABM) at some level
CH
AP
TE
R 0
4
32State of Revenue Marketing Report | Heinz Marketing
89 11
None ABM Tech (CaliberMind Engagio Demandbase Terminus etc)
Revenue Marketers
Pipeline Marketers
Activity Marketers
43
65
57
35
USE OF DEDICATED ABM TECHNOLOGY
Revenue Marketers
are 16x more likely to use
Account-Based-Marketing Technology (Revenue Marketers vs Pipeline Marketers)
CH
AP
TE
R 0
4
33State of Revenue Marketing Report | Heinz Marketing
01 03 05 07 0902 04 06 08 10
Siloed Marketing and Sales Data Is The Enemy of Revenue Marketing
the customer relationship management
(CRM) and marketing automation
platform (MAP) data to help them
achieve revenue objectives
Marketers are moderately confident in
their CRM and marketing systems data
Data fuels overall marketing
effectiveness Without quality data
sales pipelines will flounder simply
because there isnrsquot enough information
to focus marketing and sales efforts on
the right audience Data management is
hard and often a low priority This shows
in confidence levels marketers have in
HOW CONFIDENT ARE YOU IN THE QUALITY OF YOUR CRM AND
MARKETING DATA TO HELP ACHIEVE YOUR REVENUE OBJECTIVES
0CH
AP
TE
R 0
4
34State of Revenue Marketing Report | Heinz Marketing
What Makes Revenue Marketers Tick
LAST LOOK
35State of Revenue Marketing Report | Heinz Marketing
ALIGNING WITH SALES
ON REVENUE CYCLE
INTEGRATING TECH
CENTRALIZING REVENUE DATA
AUTOMATING REPORTS
MEASURING amp
FORECASTING
Revenue Marketers vs
Activity Marketers are
25xRevenue Marketers vs
Activity Marketers are
28xRevenue Marketers vs
Activity Marketers are
32x
more likely to integrate their
tech centralize revenue data
and automate reporting
more likely to be able to forecast
marketing performance and
measure Pipeline Velocity
more likely to align with sales
on the Revenue Cycle
From embracing organizational change to integrating tech stacks centralizing data
automating reports and pushing the boundaries of audience activation Revenue
Marketers stand out from the pack
36State of Revenue Marketing Report | Heinz Marketing
What Revenue Marketers Do that Separate Them from Everybody Else
They measure to improve
not to prove
They measure and report on
volume value and velocity
(last one is key)
They integrate tech stacks
with ease (using a CDP or
other technologies)
They centralize data (using a CDP
or other technologies)
They are independent of IT and BI
teams and can answer marketing
and sales questions close to real
time even before sales
They automate their marketing
and sales enablement from fixing
and enriching data to scoring
and routing leads and accounts
to attribution and ICP and alerting
sales in real time
They use a mix of go-to-market
(GTM) strategies to optimize for
revenue (aka Hybrid ABM)
They support sales all the way
down to ClosedWon and beyond
(upsellcross-sell)
They work closely with
marketing ops
They commit to 30 or more of
actual revenue and bookings not
just pipeline
They are highly confident in their
ability to hit the revenue target
They work backwards from a
revenue goal using GQMD (Goal
Question Metric Data)
They set their target and commit
numbers early on in the quarter
and are using revenue marketing
software to forecast against it with
trending data week over week
month over month etc
37State of Revenue Marketing Report | Heinz Marketing
Revenue MarketingAssessment
APPENDIX A
Data from this report was used to create our benchmark tool
A complimentary easy self-assessment tool is available online
to help marketers benchmark their revenue marketing maturity
against peers and receive best practices and next steps to
advance their skills
38State of Revenue Marketing Report | Heinz Marketing
MARKETING CHARACTERISTICS
Activity Marketers (33) Pipeline Marketers (45) Revenue Marketers (22)
Accountable for Leads MQLs Activities Pipeline Sourced Influenced RevenueBookings
Revenue Cycle amp Goal NAFunnel Metrics
10 - 30
Funnel + Revenue Metrics
gt 30
GTM Strategy Lead Generation Demand Generation ABM Demand Hybrid ABM PQL
Team Varies Marketing Ops Marketing Ops Analyst BI
Measuring Volume Volume Value Volume Value Velocity
Reporting Past Past Present (Real-time) Past Present Future
(Forecasting)
Attribution ROI NA or First LastWeighted Multi-touch
ROI gt 15x
Algorithmic
ROI gt 2x
Tech Stack
amp Automation
Basic siloed
Basic email automation
CRM - MAP 11 Sync
native connectors
Using point tools to automate
some tasks such as emails and
nurturing
2-way API
integration (Read Write)
Using multi-step automation to fix
data enrich leads segment ideal
customers build target account
lists alert sales and more
Marketing
amp Sales Data
Siloed using spreadsheets
multiple dashboardsCRM MAP reports
One automated dashboard
for any and all revenue data
(aka Single Source of Truth)
(marketing sales product
customer success)
Marketing
amp Sales AlignmentMisaligned lsquoGot leadsrsquo Semi-aligned
Fully-aligned on one
revenue number
39State of Revenue Marketing Report | Heinz Marketing
WHATrsquoS NEXT
Improve your Revenue Marketing skills with our online self assessment tool
Find out how you stack up against your peers and uncover more insights on
marketing measurment analytics revenue attribution ROI and workflow automation
Wersquove used all the benchmarking data from this report to create an easy to use
online self assessment tool that you can use
TAKE THE ASSESSMENT
40State of Revenue Marketing Report | Heinz Marketing
Survey Demographics
241 Benchmark Survey respondents represent a cross-section
of industries company sizes roles and market focus Marketers
who work for large medium and small organizations as well as
those who focus on enterprise mid-market and small business
are all represented Additionally most respondents work in
B2B marketing operations demand generation or VPCMO
roles The responses provide a valuable cross-section of input
on the priorities challenges faced capabilities and objectives
41State of Revenue Marketing Report | Heinz Marketing
ROLE WITHIN MARKETING
205 CMO VP of Marketing
1967 Marketing Operations
1213 Demand Generation
10 C-level Executive
SIZE OF MARKETING TEAMS
36 have 1-3 people
22 have 4-5 people
15 have 6-10 people
26 have 11 or more people
TOP INDUSTRIES
44 Tech
22 Professional Services
9 Manufacturing
COMPANY SIZE
25 1-25 employees
45 26-500 employees
15 501-2500 employees
15 Over 2500 employees
MARKET SEGMENT FOCUS
18 Small Business
39 Mid-Market
42 Enterprise
42State of Revenue Marketing Report | Heinz Marketing
A Heinz Marketing Report Commissioned By CaliberMind
ABOUT HEINZ MARKETING
Heinz Marketing is a B2B marketing and sales acceleration
firm that delivers measurable revenue results Every strategy
tactic and action has a specific measured purpose Instead
of focusing on the activities we focus on the outcomes
What really matters is sales pipeline closing business and
accelerating revenue Follow us on Twitter HeinzMarketing
httpswwwheinzmarketingcom
ABOUT CALIBERMIND
CaliberMind is the leading B2B Customer Data Platform for
Revenue Marketers By bringing together data analytics
attribution and smart workflow automation CaliberMind
empowers marketing and sales teams to grow revenue
faster together FREE to try easy to buy and use and 100
UnMarTech
httpswwwcalibermindcom
All rights reserved No part of this
publication may be reproduced or
transmitted in any form or by any
means electronic or mechanical
including photocopy recording or
any information storage and retrieval
system without prior permission in
writing from the publisher
Copyright copyCaliberMind Inc 2018
13State of Revenue Marketing Report | Heinz Marketing
Marketing Ops Your Revenue Marketing Operators
CH
AP
TE
R 0
2
generation managing data measuring
results and providing analytical insights
in the business However skills and
capabilities must evolve and grow
in order for Marketing Operations to
provide the necessary strategic value
for the business Marketing Operations
after all goes well beyond pulling
marketing technology levers and
pushing buttons
Just a few years ago there wasnrsquot
a function known as ldquomarketing
operationsrdquo Now companies of
all sizes are hiring marketers and
building teams that focus heavily on
driving the demand generation and
pipeline management strategy through
technology and data management
Marketing Operations will continue
to grow in strategic value simply
because of the core focus on revenue
14State of Revenue Marketing Report | Heinz Marketing
03
CH
AP
TE
R 0
2
THE TOP THREE MARKETING FUNCTIONS IN
CHARGE OF ANALYZING REVENUE MARKETING
Marketing
Operations
(31)
CMO or
Marketing VP
(22)
Demand
Generation
(11)
01 02
Marketing Operations is most commonly
identified as the functional role that
owns revenue data analysis However
subsequent responses show that
Marketing Operations pros may not
have the quality data or skills to present
detailed and sophisticated analysis
for internal stakeholders such as the
C-suite investors or board members
CMOs or VPs are ranked second in
charge of owning Revenue Marketing
data analysis This is revealing because
ultimately the CMO or Marketing VP is
accountable for revenue results and the
detailed analysis that all stakeholders rely
on to make better business decisions
58 of marketing teams have dedicated full-time marketing and sales operations
15State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
2
Revenue Marketers ensure that their
processes are as efficient as possible
so they can keep their focus on growing
the bottom line Because Revenue
Marketers automate reporting they
spend half the time on those processes
than Pipeline Marketers who manually
pull data and reports
1-2 Days 3-5 Days Over 5 Days
Revenue Marketers
Pipeline Marketers
Activity Marketers
76
38
13
11
44
23
13
18
64
Revenue Marketers Automate Reporting
16State of Revenue Marketing Report | Heinz Marketing
Revenue Marketers spend
2 days a month on average pulling
data and preparing Revenue Marketing reports compare
to 5 days a month on average for
Demand Marketers
data requirements from management
inadequate skills and the overall
demands of B2B marketers in day-to-
day operations
This data indicates how inefficient and
burdensome reporting has become
There are many reasons for this
including inefficient CRM and marketing
automation systems poorly defined CH
AP
TE
R 0
2
17State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
2
01 03 05 07 0902 04 06 08 10
Marketing Ops Lack the Data and Analytics Skills Required for Revenue Marketing
Successful Marketing Ops pros will
have strong analysis capability That
means the ability to collect and manage
the right data but also to analyze and
interpret the results with the CMO
Marketing Operations pros are likely
strongest in managing the marketing
tech stack and implementing programs
and weaker in revenue analysis
Marketers give themselves moderately
proficient ratings in our survey
SCALE 1-10 HOW PROFICIENT IS YOUR MARKETING TEAM
ANALYZING MARKETING DATA
(1 not proficient 5 moderately proficient and 10 highly proficient)
0
18State of Revenue Marketing Report | Heinz Marketing
(Basic) Reporting on past performance and activity metrics
92
76
38
68
(Intermediate) Reporting and analysis of historical and current performance
29
84
40
17
6
(Advanced) Reporting and analysis models that can forecast future performance
Revenue Marketers are 24x
more likely to Forecast Revenue Performance (Revenue Marketers vs Demand Marketers)
CH
AP
TE
R 0
2
Pipeline Marketers
Pipeline Marketers
Pipeline Marketers
Activity Marketers
Activity Marketers
Activity Marketers
Revenue Marketers
Revenue Marketers
Revenue Marketers
19State of Revenue Marketing Report | Heinz Marketing
Measuring What Matters for Revenue Marketing Performance
03
20State of Revenue Marketing Report | Heinz Marketing
31
CH
AP
TE
R 0
3
CLEARLY DEFINED REVENUE CYCLE
Revenue
Marketers
Pipeline
Marketers
Activity
Marketers
83 54
An entire organization should align
behind the full funnel marketing stages
for driving revenue If marketing has a
flavor of stages while sales uses another
flavor inefficiencies will develop and
result in missed revenue targets
Revenue Marketers are 25x more
likely to have Clearly Defined and Documented Revenue Cycle(Revenue Marketers vs Activity Marketers)
Well-Defined and Documented
Revenue Cycle Is Key to Revenue
Marketing
21State of Revenue Marketing Report | Heinz Marketing
TOP MARKETING METRICS BY PERFORMANCE LEVEL
Activity Marketers Pipeline Marketers Revenue Marketers
01 LeadMQL Pipeline Sourced Influenced RevenueBookings
02 NA RevenueBookings Pipeline Sourced Influenced
03 NA LeadMQL LeadMQL
CH
AP
TE
R 0
3
For Revenue Marketers Revenue Metrics Are All That Matter
remains LeadMQL since at this level of
performance itrsquos hard for marketers to
measure and prove revenue impact
Revenue Marketers naturally rank
revenue metrics much higher than Lead
MQL For Lead Marketers the top metric
22State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
3
While most marketers now measure
volume (leads clicks content
downloads etc) and some measure
value (pipeline ROI etc) most Revenue
Marketers can measure and report on
Pipeline Velocity
marketers to report on how their
marketing effort impacts the high and
low points of pipeline acceleration
Pipeline velocity combines all of these
numbers in one to show if marketing
increases or decreases sales speed
This is a missed opportunity for
Revenue Marketers are 32x more
likely to Measure Pipeline Velocity(Revenue Marketers vs Activity Marketers)
The One Metric That Separates
Successful Revenue
Marketers from Everyone Else
VELOCITY=Qualified Opportunities() bull Win Rate() bull Deal Size($)
Length of Sales Cycles(days)
23State of Revenue Marketing Report | Heinz Marketing
SELECT THE METRICS YOU TRACK TO MEASURE DEMAND GENERATION PROGRAMS
CH
AP
TE
R 0
3
Inquiries Leads MQLs
Revenue
Conversion rates at each stage
Sales pipeline velocity
Number of opportunities
Time between conversion stages
Pipeline Creation
Conversion trending over time
Other (please specify)
10 30 50 70 9020 40 60 80 1000
ROI Measurement Is Key to Revenue
Marketing
C-suite executives will increasingly
demand ROI numbers on overall
marketing budget performance Itrsquos
critical for planning and adjustments
Budgets are routinely adjusted up or
down When that happens executives
want to understand the impact to the
business and right now not enough
marketers can provide the answer
Whatrsquos alarming is that
53 of marketers canrsquot measure or are unsure of their ROI
24State of Revenue Marketing Report | Heinz Marketing
Less than 1x ROI 1-2x ROI Over 2x ROI
Revenue Marketers
Pipeline Marketers
Activity Marketers NA
21
31
44
52
35
17
Revenue Marketers are 2x
more likely to have Greater ROI
With marketers who can measure ROI
returns commonly fall in the 15-2x
range That means for every marketing
dollar spent $150 to $2 of revenue is
generated As revenue accountability
grows we expect measuring ROI
performance will also grow as a
requirement because of the implications
in setting budgets
CH
AP
TE
R 0
3
25State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
3
DOES YOUR CURRENT MARKETING REPORTING AND ANALYSIS PROVIDE THE
INFORMATION YOUR EXECUTIVES BOARD AND INVESTORS EXPECT
Partially
Itrsquos a moving target Wersquore Struggling
Yes
No
Not Sure
10 30 50 70 9020 40 60 80 1000
Most alarming is that 34 of marketers
arenrsquot providing the proper analysis and
reports expected of them Perhaps they
donrsquot know whatrsquos expected of them or
the expectations change so much itrsquos a
moving target for marketers
The Big Marketing
and Business Disconnect
Marketers struggle with providing
data and analysis that executive
managers expect
Only 34 of marketers provide the data and analysis the C-suite and board expect
26State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
3
WHAT MARKETING METRICS ARE YOU CURRENTLY REPORTING TO YOUR C-SUITE
Activity-based metrics
Funnel metrics
Revenue metrics
Other (please specify)
10 30 50 70 9020 40 60 80 1000
Revenue metrics are the top metrics
reported to the C-suite These metrics
include sourced revenue opportunity
creation and pipeline velocity Funnel
metrics which include inquiries qualified
leads and conversion rates are second-
most reported to the C-suite Activity-
based metrics are still highly reported to
executives even though itrsquos difficult to
directly connect to revenue
Which marketing
metrics are you currently
reporting to your C-suite
27State of Revenue Marketing Report | Heinz Marketing
Revenue Marketing Technology and Data
04
28State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
4
Marketers Live in Spreadsheet Hell CRM and
Marketing Automation
Offer Limited Reporting
Marketers canrsquot live without
spreadsheets or slide decks even
when measuring and managing
revenue pipelines The main reasons
for using tools like Microsoft Office
Excel PowerPoint and Google Docs
is the need to compile data perform
calculations and make it
presentable and consumable for a
broader audience
CRM and marketing automation are
the third and fourth most used tools for
analytics and pipeline management
Business Intelligence is a distant fifth in
tools used
Marketing technology vendors can
innovate their analytics capabilities to
make it easier for marketers to conduct
analysis within the systems of record
Spreadsheets and slide decks will
likely always be a part of the marketing
toolset However based on
responses to this benchmark survey
itrsquos likely that disparate tools require
significant amounts of time each month
to gather analyze and communicate
data which takes marketers away from
driving revenue
WHAT TECHNOLOGIES DO YOU USE FOR MARKETING ANALYTICS AND PIPELINE MANAGEMENT
Spreadsheets (ExcelGoogle)
Customer Data Platform
PowerPoint
Data Warehouse Data Lake
CRM
Business Intelligence
Marketing Automation
Marketing Performance
Other (please specify)
10 30 50 70 9020 40 60 80 1000
29State of Revenue Marketing Report | Heinz Marketing
48 44 8
Spreadsheets CRM MAP Purpose Built
Revenue Marketers
Pipeline Marketers
Activity Marketers
21
32
45
56
34
12
Revenue Marketers are 28x more
likely to Centralize Data and Automate Reporting using purpose-built tools such as
Customer Data Platforms (Revenue Marketers vs Pipeline Marketers)
USE OF TECHNOLOGIES FOR MARKETING ANALYTICS amp PIPELINE MANAGEMENT
CH
AP
TE
R 0
4
30State of Revenue Marketing Report | Heinz Marketing
67 21 12
None Google Analytics Revenue Attribution (CaliberMind
Bizible BrightFunnel etc)
Revenue Marketers
Pipeline Marketers
Activity Marketers
6
36
30
44
64
20
USE OF ATTRIBUTION TECHNOLOGY
Attribution Adoption
Has a Long Way to Go
Response to this question included a variety of technologies and indicates
attribution adoption has a long way to go with nearly 41 of marketers not using any
attribution technology Attribution is a critical tool in measuring revenue performance
and ROI We anticipate increased requirements for marketers with attribution analysis
skills and tools usage
Revenue Marketers are 32x more
likely to use Revenue Attribution Technology (Revenue Marketers vs Demand Marketers)
CH
AP
TE
R 0
4
31State of Revenue Marketing Report | Heinz Marketing
ABM is a Go To Market
Strategy Not a Tech Category
More organizations are pursuing
ABM as a strategy each year as
confidence grows and best practices
are learned However a significant
number of organizations are pursuing
ABM programs without focused tools
and technologies This makes sense
because account-based marketing is
a strategy and process ndash more than an
individual technology platform There
are many technology vendors with ABM
solutions which can support pieces of
an overall ABM strategy This response
potentially shows that ABM solutions
have significant room for growth ndash as
long as the tools support the strategy
53 of marketers are engaged in account-based marketing (ABM) at some level
CH
AP
TE
R 0
4
32State of Revenue Marketing Report | Heinz Marketing
89 11
None ABM Tech (CaliberMind Engagio Demandbase Terminus etc)
Revenue Marketers
Pipeline Marketers
Activity Marketers
43
65
57
35
USE OF DEDICATED ABM TECHNOLOGY
Revenue Marketers
are 16x more likely to use
Account-Based-Marketing Technology (Revenue Marketers vs Pipeline Marketers)
CH
AP
TE
R 0
4
33State of Revenue Marketing Report | Heinz Marketing
01 03 05 07 0902 04 06 08 10
Siloed Marketing and Sales Data Is The Enemy of Revenue Marketing
the customer relationship management
(CRM) and marketing automation
platform (MAP) data to help them
achieve revenue objectives
Marketers are moderately confident in
their CRM and marketing systems data
Data fuels overall marketing
effectiveness Without quality data
sales pipelines will flounder simply
because there isnrsquot enough information
to focus marketing and sales efforts on
the right audience Data management is
hard and often a low priority This shows
in confidence levels marketers have in
HOW CONFIDENT ARE YOU IN THE QUALITY OF YOUR CRM AND
MARKETING DATA TO HELP ACHIEVE YOUR REVENUE OBJECTIVES
0CH
AP
TE
R 0
4
34State of Revenue Marketing Report | Heinz Marketing
What Makes Revenue Marketers Tick
LAST LOOK
35State of Revenue Marketing Report | Heinz Marketing
ALIGNING WITH SALES
ON REVENUE CYCLE
INTEGRATING TECH
CENTRALIZING REVENUE DATA
AUTOMATING REPORTS
MEASURING amp
FORECASTING
Revenue Marketers vs
Activity Marketers are
25xRevenue Marketers vs
Activity Marketers are
28xRevenue Marketers vs
Activity Marketers are
32x
more likely to integrate their
tech centralize revenue data
and automate reporting
more likely to be able to forecast
marketing performance and
measure Pipeline Velocity
more likely to align with sales
on the Revenue Cycle
From embracing organizational change to integrating tech stacks centralizing data
automating reports and pushing the boundaries of audience activation Revenue
Marketers stand out from the pack
36State of Revenue Marketing Report | Heinz Marketing
What Revenue Marketers Do that Separate Them from Everybody Else
They measure to improve
not to prove
They measure and report on
volume value and velocity
(last one is key)
They integrate tech stacks
with ease (using a CDP or
other technologies)
They centralize data (using a CDP
or other technologies)
They are independent of IT and BI
teams and can answer marketing
and sales questions close to real
time even before sales
They automate their marketing
and sales enablement from fixing
and enriching data to scoring
and routing leads and accounts
to attribution and ICP and alerting
sales in real time
They use a mix of go-to-market
(GTM) strategies to optimize for
revenue (aka Hybrid ABM)
They support sales all the way
down to ClosedWon and beyond
(upsellcross-sell)
They work closely with
marketing ops
They commit to 30 or more of
actual revenue and bookings not
just pipeline
They are highly confident in their
ability to hit the revenue target
They work backwards from a
revenue goal using GQMD (Goal
Question Metric Data)
They set their target and commit
numbers early on in the quarter
and are using revenue marketing
software to forecast against it with
trending data week over week
month over month etc
37State of Revenue Marketing Report | Heinz Marketing
Revenue MarketingAssessment
APPENDIX A
Data from this report was used to create our benchmark tool
A complimentary easy self-assessment tool is available online
to help marketers benchmark their revenue marketing maturity
against peers and receive best practices and next steps to
advance their skills
38State of Revenue Marketing Report | Heinz Marketing
MARKETING CHARACTERISTICS
Activity Marketers (33) Pipeline Marketers (45) Revenue Marketers (22)
Accountable for Leads MQLs Activities Pipeline Sourced Influenced RevenueBookings
Revenue Cycle amp Goal NAFunnel Metrics
10 - 30
Funnel + Revenue Metrics
gt 30
GTM Strategy Lead Generation Demand Generation ABM Demand Hybrid ABM PQL
Team Varies Marketing Ops Marketing Ops Analyst BI
Measuring Volume Volume Value Volume Value Velocity
Reporting Past Past Present (Real-time) Past Present Future
(Forecasting)
Attribution ROI NA or First LastWeighted Multi-touch
ROI gt 15x
Algorithmic
ROI gt 2x
Tech Stack
amp Automation
Basic siloed
Basic email automation
CRM - MAP 11 Sync
native connectors
Using point tools to automate
some tasks such as emails and
nurturing
2-way API
integration (Read Write)
Using multi-step automation to fix
data enrich leads segment ideal
customers build target account
lists alert sales and more
Marketing
amp Sales Data
Siloed using spreadsheets
multiple dashboardsCRM MAP reports
One automated dashboard
for any and all revenue data
(aka Single Source of Truth)
(marketing sales product
customer success)
Marketing
amp Sales AlignmentMisaligned lsquoGot leadsrsquo Semi-aligned
Fully-aligned on one
revenue number
39State of Revenue Marketing Report | Heinz Marketing
WHATrsquoS NEXT
Improve your Revenue Marketing skills with our online self assessment tool
Find out how you stack up against your peers and uncover more insights on
marketing measurment analytics revenue attribution ROI and workflow automation
Wersquove used all the benchmarking data from this report to create an easy to use
online self assessment tool that you can use
TAKE THE ASSESSMENT
40State of Revenue Marketing Report | Heinz Marketing
Survey Demographics
241 Benchmark Survey respondents represent a cross-section
of industries company sizes roles and market focus Marketers
who work for large medium and small organizations as well as
those who focus on enterprise mid-market and small business
are all represented Additionally most respondents work in
B2B marketing operations demand generation or VPCMO
roles The responses provide a valuable cross-section of input
on the priorities challenges faced capabilities and objectives
41State of Revenue Marketing Report | Heinz Marketing
ROLE WITHIN MARKETING
205 CMO VP of Marketing
1967 Marketing Operations
1213 Demand Generation
10 C-level Executive
SIZE OF MARKETING TEAMS
36 have 1-3 people
22 have 4-5 people
15 have 6-10 people
26 have 11 or more people
TOP INDUSTRIES
44 Tech
22 Professional Services
9 Manufacturing
COMPANY SIZE
25 1-25 employees
45 26-500 employees
15 501-2500 employees
15 Over 2500 employees
MARKET SEGMENT FOCUS
18 Small Business
39 Mid-Market
42 Enterprise
42State of Revenue Marketing Report | Heinz Marketing
A Heinz Marketing Report Commissioned By CaliberMind
ABOUT HEINZ MARKETING
Heinz Marketing is a B2B marketing and sales acceleration
firm that delivers measurable revenue results Every strategy
tactic and action has a specific measured purpose Instead
of focusing on the activities we focus on the outcomes
What really matters is sales pipeline closing business and
accelerating revenue Follow us on Twitter HeinzMarketing
httpswwwheinzmarketingcom
ABOUT CALIBERMIND
CaliberMind is the leading B2B Customer Data Platform for
Revenue Marketers By bringing together data analytics
attribution and smart workflow automation CaliberMind
empowers marketing and sales teams to grow revenue
faster together FREE to try easy to buy and use and 100
UnMarTech
httpswwwcalibermindcom
All rights reserved No part of this
publication may be reproduced or
transmitted in any form or by any
means electronic or mechanical
including photocopy recording or
any information storage and retrieval
system without prior permission in
writing from the publisher
Copyright copyCaliberMind Inc 2018
14State of Revenue Marketing Report | Heinz Marketing
03
CH
AP
TE
R 0
2
THE TOP THREE MARKETING FUNCTIONS IN
CHARGE OF ANALYZING REVENUE MARKETING
Marketing
Operations
(31)
CMO or
Marketing VP
(22)
Demand
Generation
(11)
01 02
Marketing Operations is most commonly
identified as the functional role that
owns revenue data analysis However
subsequent responses show that
Marketing Operations pros may not
have the quality data or skills to present
detailed and sophisticated analysis
for internal stakeholders such as the
C-suite investors or board members
CMOs or VPs are ranked second in
charge of owning Revenue Marketing
data analysis This is revealing because
ultimately the CMO or Marketing VP is
accountable for revenue results and the
detailed analysis that all stakeholders rely
on to make better business decisions
58 of marketing teams have dedicated full-time marketing and sales operations
15State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
2
Revenue Marketers ensure that their
processes are as efficient as possible
so they can keep their focus on growing
the bottom line Because Revenue
Marketers automate reporting they
spend half the time on those processes
than Pipeline Marketers who manually
pull data and reports
1-2 Days 3-5 Days Over 5 Days
Revenue Marketers
Pipeline Marketers
Activity Marketers
76
38
13
11
44
23
13
18
64
Revenue Marketers Automate Reporting
16State of Revenue Marketing Report | Heinz Marketing
Revenue Marketers spend
2 days a month on average pulling
data and preparing Revenue Marketing reports compare
to 5 days a month on average for
Demand Marketers
data requirements from management
inadequate skills and the overall
demands of B2B marketers in day-to-
day operations
This data indicates how inefficient and
burdensome reporting has become
There are many reasons for this
including inefficient CRM and marketing
automation systems poorly defined CH
AP
TE
R 0
2
17State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
2
01 03 05 07 0902 04 06 08 10
Marketing Ops Lack the Data and Analytics Skills Required for Revenue Marketing
Successful Marketing Ops pros will
have strong analysis capability That
means the ability to collect and manage
the right data but also to analyze and
interpret the results with the CMO
Marketing Operations pros are likely
strongest in managing the marketing
tech stack and implementing programs
and weaker in revenue analysis
Marketers give themselves moderately
proficient ratings in our survey
SCALE 1-10 HOW PROFICIENT IS YOUR MARKETING TEAM
ANALYZING MARKETING DATA
(1 not proficient 5 moderately proficient and 10 highly proficient)
0
18State of Revenue Marketing Report | Heinz Marketing
(Basic) Reporting on past performance and activity metrics
92
76
38
68
(Intermediate) Reporting and analysis of historical and current performance
29
84
40
17
6
(Advanced) Reporting and analysis models that can forecast future performance
Revenue Marketers are 24x
more likely to Forecast Revenue Performance (Revenue Marketers vs Demand Marketers)
CH
AP
TE
R 0
2
Pipeline Marketers
Pipeline Marketers
Pipeline Marketers
Activity Marketers
Activity Marketers
Activity Marketers
Revenue Marketers
Revenue Marketers
Revenue Marketers
19State of Revenue Marketing Report | Heinz Marketing
Measuring What Matters for Revenue Marketing Performance
03
20State of Revenue Marketing Report | Heinz Marketing
31
CH
AP
TE
R 0
3
CLEARLY DEFINED REVENUE CYCLE
Revenue
Marketers
Pipeline
Marketers
Activity
Marketers
83 54
An entire organization should align
behind the full funnel marketing stages
for driving revenue If marketing has a
flavor of stages while sales uses another
flavor inefficiencies will develop and
result in missed revenue targets
Revenue Marketers are 25x more
likely to have Clearly Defined and Documented Revenue Cycle(Revenue Marketers vs Activity Marketers)
Well-Defined and Documented
Revenue Cycle Is Key to Revenue
Marketing
21State of Revenue Marketing Report | Heinz Marketing
TOP MARKETING METRICS BY PERFORMANCE LEVEL
Activity Marketers Pipeline Marketers Revenue Marketers
01 LeadMQL Pipeline Sourced Influenced RevenueBookings
02 NA RevenueBookings Pipeline Sourced Influenced
03 NA LeadMQL LeadMQL
CH
AP
TE
R 0
3
For Revenue Marketers Revenue Metrics Are All That Matter
remains LeadMQL since at this level of
performance itrsquos hard for marketers to
measure and prove revenue impact
Revenue Marketers naturally rank
revenue metrics much higher than Lead
MQL For Lead Marketers the top metric
22State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
3
While most marketers now measure
volume (leads clicks content
downloads etc) and some measure
value (pipeline ROI etc) most Revenue
Marketers can measure and report on
Pipeline Velocity
marketers to report on how their
marketing effort impacts the high and
low points of pipeline acceleration
Pipeline velocity combines all of these
numbers in one to show if marketing
increases or decreases sales speed
This is a missed opportunity for
Revenue Marketers are 32x more
likely to Measure Pipeline Velocity(Revenue Marketers vs Activity Marketers)
The One Metric That Separates
Successful Revenue
Marketers from Everyone Else
VELOCITY=Qualified Opportunities() bull Win Rate() bull Deal Size($)
Length of Sales Cycles(days)
23State of Revenue Marketing Report | Heinz Marketing
SELECT THE METRICS YOU TRACK TO MEASURE DEMAND GENERATION PROGRAMS
CH
AP
TE
R 0
3
Inquiries Leads MQLs
Revenue
Conversion rates at each stage
Sales pipeline velocity
Number of opportunities
Time between conversion stages
Pipeline Creation
Conversion trending over time
Other (please specify)
10 30 50 70 9020 40 60 80 1000
ROI Measurement Is Key to Revenue
Marketing
C-suite executives will increasingly
demand ROI numbers on overall
marketing budget performance Itrsquos
critical for planning and adjustments
Budgets are routinely adjusted up or
down When that happens executives
want to understand the impact to the
business and right now not enough
marketers can provide the answer
Whatrsquos alarming is that
53 of marketers canrsquot measure or are unsure of their ROI
24State of Revenue Marketing Report | Heinz Marketing
Less than 1x ROI 1-2x ROI Over 2x ROI
Revenue Marketers
Pipeline Marketers
Activity Marketers NA
21
31
44
52
35
17
Revenue Marketers are 2x
more likely to have Greater ROI
With marketers who can measure ROI
returns commonly fall in the 15-2x
range That means for every marketing
dollar spent $150 to $2 of revenue is
generated As revenue accountability
grows we expect measuring ROI
performance will also grow as a
requirement because of the implications
in setting budgets
CH
AP
TE
R 0
3
25State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
3
DOES YOUR CURRENT MARKETING REPORTING AND ANALYSIS PROVIDE THE
INFORMATION YOUR EXECUTIVES BOARD AND INVESTORS EXPECT
Partially
Itrsquos a moving target Wersquore Struggling
Yes
No
Not Sure
10 30 50 70 9020 40 60 80 1000
Most alarming is that 34 of marketers
arenrsquot providing the proper analysis and
reports expected of them Perhaps they
donrsquot know whatrsquos expected of them or
the expectations change so much itrsquos a
moving target for marketers
The Big Marketing
and Business Disconnect
Marketers struggle with providing
data and analysis that executive
managers expect
Only 34 of marketers provide the data and analysis the C-suite and board expect
26State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
3
WHAT MARKETING METRICS ARE YOU CURRENTLY REPORTING TO YOUR C-SUITE
Activity-based metrics
Funnel metrics
Revenue metrics
Other (please specify)
10 30 50 70 9020 40 60 80 1000
Revenue metrics are the top metrics
reported to the C-suite These metrics
include sourced revenue opportunity
creation and pipeline velocity Funnel
metrics which include inquiries qualified
leads and conversion rates are second-
most reported to the C-suite Activity-
based metrics are still highly reported to
executives even though itrsquos difficult to
directly connect to revenue
Which marketing
metrics are you currently
reporting to your C-suite
27State of Revenue Marketing Report | Heinz Marketing
Revenue Marketing Technology and Data
04
28State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
4
Marketers Live in Spreadsheet Hell CRM and
Marketing Automation
Offer Limited Reporting
Marketers canrsquot live without
spreadsheets or slide decks even
when measuring and managing
revenue pipelines The main reasons
for using tools like Microsoft Office
Excel PowerPoint and Google Docs
is the need to compile data perform
calculations and make it
presentable and consumable for a
broader audience
CRM and marketing automation are
the third and fourth most used tools for
analytics and pipeline management
Business Intelligence is a distant fifth in
tools used
Marketing technology vendors can
innovate their analytics capabilities to
make it easier for marketers to conduct
analysis within the systems of record
Spreadsheets and slide decks will
likely always be a part of the marketing
toolset However based on
responses to this benchmark survey
itrsquos likely that disparate tools require
significant amounts of time each month
to gather analyze and communicate
data which takes marketers away from
driving revenue
WHAT TECHNOLOGIES DO YOU USE FOR MARKETING ANALYTICS AND PIPELINE MANAGEMENT
Spreadsheets (ExcelGoogle)
Customer Data Platform
PowerPoint
Data Warehouse Data Lake
CRM
Business Intelligence
Marketing Automation
Marketing Performance
Other (please specify)
10 30 50 70 9020 40 60 80 1000
29State of Revenue Marketing Report | Heinz Marketing
48 44 8
Spreadsheets CRM MAP Purpose Built
Revenue Marketers
Pipeline Marketers
Activity Marketers
21
32
45
56
34
12
Revenue Marketers are 28x more
likely to Centralize Data and Automate Reporting using purpose-built tools such as
Customer Data Platforms (Revenue Marketers vs Pipeline Marketers)
USE OF TECHNOLOGIES FOR MARKETING ANALYTICS amp PIPELINE MANAGEMENT
CH
AP
TE
R 0
4
30State of Revenue Marketing Report | Heinz Marketing
67 21 12
None Google Analytics Revenue Attribution (CaliberMind
Bizible BrightFunnel etc)
Revenue Marketers
Pipeline Marketers
Activity Marketers
6
36
30
44
64
20
USE OF ATTRIBUTION TECHNOLOGY
Attribution Adoption
Has a Long Way to Go
Response to this question included a variety of technologies and indicates
attribution adoption has a long way to go with nearly 41 of marketers not using any
attribution technology Attribution is a critical tool in measuring revenue performance
and ROI We anticipate increased requirements for marketers with attribution analysis
skills and tools usage
Revenue Marketers are 32x more
likely to use Revenue Attribution Technology (Revenue Marketers vs Demand Marketers)
CH
AP
TE
R 0
4
31State of Revenue Marketing Report | Heinz Marketing
ABM is a Go To Market
Strategy Not a Tech Category
More organizations are pursuing
ABM as a strategy each year as
confidence grows and best practices
are learned However a significant
number of organizations are pursuing
ABM programs without focused tools
and technologies This makes sense
because account-based marketing is
a strategy and process ndash more than an
individual technology platform There
are many technology vendors with ABM
solutions which can support pieces of
an overall ABM strategy This response
potentially shows that ABM solutions
have significant room for growth ndash as
long as the tools support the strategy
53 of marketers are engaged in account-based marketing (ABM) at some level
CH
AP
TE
R 0
4
32State of Revenue Marketing Report | Heinz Marketing
89 11
None ABM Tech (CaliberMind Engagio Demandbase Terminus etc)
Revenue Marketers
Pipeline Marketers
Activity Marketers
43
65
57
35
USE OF DEDICATED ABM TECHNOLOGY
Revenue Marketers
are 16x more likely to use
Account-Based-Marketing Technology (Revenue Marketers vs Pipeline Marketers)
CH
AP
TE
R 0
4
33State of Revenue Marketing Report | Heinz Marketing
01 03 05 07 0902 04 06 08 10
Siloed Marketing and Sales Data Is The Enemy of Revenue Marketing
the customer relationship management
(CRM) and marketing automation
platform (MAP) data to help them
achieve revenue objectives
Marketers are moderately confident in
their CRM and marketing systems data
Data fuels overall marketing
effectiveness Without quality data
sales pipelines will flounder simply
because there isnrsquot enough information
to focus marketing and sales efforts on
the right audience Data management is
hard and often a low priority This shows
in confidence levels marketers have in
HOW CONFIDENT ARE YOU IN THE QUALITY OF YOUR CRM AND
MARKETING DATA TO HELP ACHIEVE YOUR REVENUE OBJECTIVES
0CH
AP
TE
R 0
4
34State of Revenue Marketing Report | Heinz Marketing
What Makes Revenue Marketers Tick
LAST LOOK
35State of Revenue Marketing Report | Heinz Marketing
ALIGNING WITH SALES
ON REVENUE CYCLE
INTEGRATING TECH
CENTRALIZING REVENUE DATA
AUTOMATING REPORTS
MEASURING amp
FORECASTING
Revenue Marketers vs
Activity Marketers are
25xRevenue Marketers vs
Activity Marketers are
28xRevenue Marketers vs
Activity Marketers are
32x
more likely to integrate their
tech centralize revenue data
and automate reporting
more likely to be able to forecast
marketing performance and
measure Pipeline Velocity
more likely to align with sales
on the Revenue Cycle
From embracing organizational change to integrating tech stacks centralizing data
automating reports and pushing the boundaries of audience activation Revenue
Marketers stand out from the pack
36State of Revenue Marketing Report | Heinz Marketing
What Revenue Marketers Do that Separate Them from Everybody Else
They measure to improve
not to prove
They measure and report on
volume value and velocity
(last one is key)
They integrate tech stacks
with ease (using a CDP or
other technologies)
They centralize data (using a CDP
or other technologies)
They are independent of IT and BI
teams and can answer marketing
and sales questions close to real
time even before sales
They automate their marketing
and sales enablement from fixing
and enriching data to scoring
and routing leads and accounts
to attribution and ICP and alerting
sales in real time
They use a mix of go-to-market
(GTM) strategies to optimize for
revenue (aka Hybrid ABM)
They support sales all the way
down to ClosedWon and beyond
(upsellcross-sell)
They work closely with
marketing ops
They commit to 30 or more of
actual revenue and bookings not
just pipeline
They are highly confident in their
ability to hit the revenue target
They work backwards from a
revenue goal using GQMD (Goal
Question Metric Data)
They set their target and commit
numbers early on in the quarter
and are using revenue marketing
software to forecast against it with
trending data week over week
month over month etc
37State of Revenue Marketing Report | Heinz Marketing
Revenue MarketingAssessment
APPENDIX A
Data from this report was used to create our benchmark tool
A complimentary easy self-assessment tool is available online
to help marketers benchmark their revenue marketing maturity
against peers and receive best practices and next steps to
advance their skills
38State of Revenue Marketing Report | Heinz Marketing
MARKETING CHARACTERISTICS
Activity Marketers (33) Pipeline Marketers (45) Revenue Marketers (22)
Accountable for Leads MQLs Activities Pipeline Sourced Influenced RevenueBookings
Revenue Cycle amp Goal NAFunnel Metrics
10 - 30
Funnel + Revenue Metrics
gt 30
GTM Strategy Lead Generation Demand Generation ABM Demand Hybrid ABM PQL
Team Varies Marketing Ops Marketing Ops Analyst BI
Measuring Volume Volume Value Volume Value Velocity
Reporting Past Past Present (Real-time) Past Present Future
(Forecasting)
Attribution ROI NA or First LastWeighted Multi-touch
ROI gt 15x
Algorithmic
ROI gt 2x
Tech Stack
amp Automation
Basic siloed
Basic email automation
CRM - MAP 11 Sync
native connectors
Using point tools to automate
some tasks such as emails and
nurturing
2-way API
integration (Read Write)
Using multi-step automation to fix
data enrich leads segment ideal
customers build target account
lists alert sales and more
Marketing
amp Sales Data
Siloed using spreadsheets
multiple dashboardsCRM MAP reports
One automated dashboard
for any and all revenue data
(aka Single Source of Truth)
(marketing sales product
customer success)
Marketing
amp Sales AlignmentMisaligned lsquoGot leadsrsquo Semi-aligned
Fully-aligned on one
revenue number
39State of Revenue Marketing Report | Heinz Marketing
WHATrsquoS NEXT
Improve your Revenue Marketing skills with our online self assessment tool
Find out how you stack up against your peers and uncover more insights on
marketing measurment analytics revenue attribution ROI and workflow automation
Wersquove used all the benchmarking data from this report to create an easy to use
online self assessment tool that you can use
TAKE THE ASSESSMENT
40State of Revenue Marketing Report | Heinz Marketing
Survey Demographics
241 Benchmark Survey respondents represent a cross-section
of industries company sizes roles and market focus Marketers
who work for large medium and small organizations as well as
those who focus on enterprise mid-market and small business
are all represented Additionally most respondents work in
B2B marketing operations demand generation or VPCMO
roles The responses provide a valuable cross-section of input
on the priorities challenges faced capabilities and objectives
41State of Revenue Marketing Report | Heinz Marketing
ROLE WITHIN MARKETING
205 CMO VP of Marketing
1967 Marketing Operations
1213 Demand Generation
10 C-level Executive
SIZE OF MARKETING TEAMS
36 have 1-3 people
22 have 4-5 people
15 have 6-10 people
26 have 11 or more people
TOP INDUSTRIES
44 Tech
22 Professional Services
9 Manufacturing
COMPANY SIZE
25 1-25 employees
45 26-500 employees
15 501-2500 employees
15 Over 2500 employees
MARKET SEGMENT FOCUS
18 Small Business
39 Mid-Market
42 Enterprise
42State of Revenue Marketing Report | Heinz Marketing
A Heinz Marketing Report Commissioned By CaliberMind
ABOUT HEINZ MARKETING
Heinz Marketing is a B2B marketing and sales acceleration
firm that delivers measurable revenue results Every strategy
tactic and action has a specific measured purpose Instead
of focusing on the activities we focus on the outcomes
What really matters is sales pipeline closing business and
accelerating revenue Follow us on Twitter HeinzMarketing
httpswwwheinzmarketingcom
ABOUT CALIBERMIND
CaliberMind is the leading B2B Customer Data Platform for
Revenue Marketers By bringing together data analytics
attribution and smart workflow automation CaliberMind
empowers marketing and sales teams to grow revenue
faster together FREE to try easy to buy and use and 100
UnMarTech
httpswwwcalibermindcom
All rights reserved No part of this
publication may be reproduced or
transmitted in any form or by any
means electronic or mechanical
including photocopy recording or
any information storage and retrieval
system without prior permission in
writing from the publisher
Copyright copyCaliberMind Inc 2018
15State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
2
Revenue Marketers ensure that their
processes are as efficient as possible
so they can keep their focus on growing
the bottom line Because Revenue
Marketers automate reporting they
spend half the time on those processes
than Pipeline Marketers who manually
pull data and reports
1-2 Days 3-5 Days Over 5 Days
Revenue Marketers
Pipeline Marketers
Activity Marketers
76
38
13
11
44
23
13
18
64
Revenue Marketers Automate Reporting
16State of Revenue Marketing Report | Heinz Marketing
Revenue Marketers spend
2 days a month on average pulling
data and preparing Revenue Marketing reports compare
to 5 days a month on average for
Demand Marketers
data requirements from management
inadequate skills and the overall
demands of B2B marketers in day-to-
day operations
This data indicates how inefficient and
burdensome reporting has become
There are many reasons for this
including inefficient CRM and marketing
automation systems poorly defined CH
AP
TE
R 0
2
17State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
2
01 03 05 07 0902 04 06 08 10
Marketing Ops Lack the Data and Analytics Skills Required for Revenue Marketing
Successful Marketing Ops pros will
have strong analysis capability That
means the ability to collect and manage
the right data but also to analyze and
interpret the results with the CMO
Marketing Operations pros are likely
strongest in managing the marketing
tech stack and implementing programs
and weaker in revenue analysis
Marketers give themselves moderately
proficient ratings in our survey
SCALE 1-10 HOW PROFICIENT IS YOUR MARKETING TEAM
ANALYZING MARKETING DATA
(1 not proficient 5 moderately proficient and 10 highly proficient)
0
18State of Revenue Marketing Report | Heinz Marketing
(Basic) Reporting on past performance and activity metrics
92
76
38
68
(Intermediate) Reporting and analysis of historical and current performance
29
84
40
17
6
(Advanced) Reporting and analysis models that can forecast future performance
Revenue Marketers are 24x
more likely to Forecast Revenue Performance (Revenue Marketers vs Demand Marketers)
CH
AP
TE
R 0
2
Pipeline Marketers
Pipeline Marketers
Pipeline Marketers
Activity Marketers
Activity Marketers
Activity Marketers
Revenue Marketers
Revenue Marketers
Revenue Marketers
19State of Revenue Marketing Report | Heinz Marketing
Measuring What Matters for Revenue Marketing Performance
03
20State of Revenue Marketing Report | Heinz Marketing
31
CH
AP
TE
R 0
3
CLEARLY DEFINED REVENUE CYCLE
Revenue
Marketers
Pipeline
Marketers
Activity
Marketers
83 54
An entire organization should align
behind the full funnel marketing stages
for driving revenue If marketing has a
flavor of stages while sales uses another
flavor inefficiencies will develop and
result in missed revenue targets
Revenue Marketers are 25x more
likely to have Clearly Defined and Documented Revenue Cycle(Revenue Marketers vs Activity Marketers)
Well-Defined and Documented
Revenue Cycle Is Key to Revenue
Marketing
21State of Revenue Marketing Report | Heinz Marketing
TOP MARKETING METRICS BY PERFORMANCE LEVEL
Activity Marketers Pipeline Marketers Revenue Marketers
01 LeadMQL Pipeline Sourced Influenced RevenueBookings
02 NA RevenueBookings Pipeline Sourced Influenced
03 NA LeadMQL LeadMQL
CH
AP
TE
R 0
3
For Revenue Marketers Revenue Metrics Are All That Matter
remains LeadMQL since at this level of
performance itrsquos hard for marketers to
measure and prove revenue impact
Revenue Marketers naturally rank
revenue metrics much higher than Lead
MQL For Lead Marketers the top metric
22State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
3
While most marketers now measure
volume (leads clicks content
downloads etc) and some measure
value (pipeline ROI etc) most Revenue
Marketers can measure and report on
Pipeline Velocity
marketers to report on how their
marketing effort impacts the high and
low points of pipeline acceleration
Pipeline velocity combines all of these
numbers in one to show if marketing
increases or decreases sales speed
This is a missed opportunity for
Revenue Marketers are 32x more
likely to Measure Pipeline Velocity(Revenue Marketers vs Activity Marketers)
The One Metric That Separates
Successful Revenue
Marketers from Everyone Else
VELOCITY=Qualified Opportunities() bull Win Rate() bull Deal Size($)
Length of Sales Cycles(days)
23State of Revenue Marketing Report | Heinz Marketing
SELECT THE METRICS YOU TRACK TO MEASURE DEMAND GENERATION PROGRAMS
CH
AP
TE
R 0
3
Inquiries Leads MQLs
Revenue
Conversion rates at each stage
Sales pipeline velocity
Number of opportunities
Time between conversion stages
Pipeline Creation
Conversion trending over time
Other (please specify)
10 30 50 70 9020 40 60 80 1000
ROI Measurement Is Key to Revenue
Marketing
C-suite executives will increasingly
demand ROI numbers on overall
marketing budget performance Itrsquos
critical for planning and adjustments
Budgets are routinely adjusted up or
down When that happens executives
want to understand the impact to the
business and right now not enough
marketers can provide the answer
Whatrsquos alarming is that
53 of marketers canrsquot measure or are unsure of their ROI
24State of Revenue Marketing Report | Heinz Marketing
Less than 1x ROI 1-2x ROI Over 2x ROI
Revenue Marketers
Pipeline Marketers
Activity Marketers NA
21
31
44
52
35
17
Revenue Marketers are 2x
more likely to have Greater ROI
With marketers who can measure ROI
returns commonly fall in the 15-2x
range That means for every marketing
dollar spent $150 to $2 of revenue is
generated As revenue accountability
grows we expect measuring ROI
performance will also grow as a
requirement because of the implications
in setting budgets
CH
AP
TE
R 0
3
25State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
3
DOES YOUR CURRENT MARKETING REPORTING AND ANALYSIS PROVIDE THE
INFORMATION YOUR EXECUTIVES BOARD AND INVESTORS EXPECT
Partially
Itrsquos a moving target Wersquore Struggling
Yes
No
Not Sure
10 30 50 70 9020 40 60 80 1000
Most alarming is that 34 of marketers
arenrsquot providing the proper analysis and
reports expected of them Perhaps they
donrsquot know whatrsquos expected of them or
the expectations change so much itrsquos a
moving target for marketers
The Big Marketing
and Business Disconnect
Marketers struggle with providing
data and analysis that executive
managers expect
Only 34 of marketers provide the data and analysis the C-suite and board expect
26State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
3
WHAT MARKETING METRICS ARE YOU CURRENTLY REPORTING TO YOUR C-SUITE
Activity-based metrics
Funnel metrics
Revenue metrics
Other (please specify)
10 30 50 70 9020 40 60 80 1000
Revenue metrics are the top metrics
reported to the C-suite These metrics
include sourced revenue opportunity
creation and pipeline velocity Funnel
metrics which include inquiries qualified
leads and conversion rates are second-
most reported to the C-suite Activity-
based metrics are still highly reported to
executives even though itrsquos difficult to
directly connect to revenue
Which marketing
metrics are you currently
reporting to your C-suite
27State of Revenue Marketing Report | Heinz Marketing
Revenue Marketing Technology and Data
04
28State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
4
Marketers Live in Spreadsheet Hell CRM and
Marketing Automation
Offer Limited Reporting
Marketers canrsquot live without
spreadsheets or slide decks even
when measuring and managing
revenue pipelines The main reasons
for using tools like Microsoft Office
Excel PowerPoint and Google Docs
is the need to compile data perform
calculations and make it
presentable and consumable for a
broader audience
CRM and marketing automation are
the third and fourth most used tools for
analytics and pipeline management
Business Intelligence is a distant fifth in
tools used
Marketing technology vendors can
innovate their analytics capabilities to
make it easier for marketers to conduct
analysis within the systems of record
Spreadsheets and slide decks will
likely always be a part of the marketing
toolset However based on
responses to this benchmark survey
itrsquos likely that disparate tools require
significant amounts of time each month
to gather analyze and communicate
data which takes marketers away from
driving revenue
WHAT TECHNOLOGIES DO YOU USE FOR MARKETING ANALYTICS AND PIPELINE MANAGEMENT
Spreadsheets (ExcelGoogle)
Customer Data Platform
PowerPoint
Data Warehouse Data Lake
CRM
Business Intelligence
Marketing Automation
Marketing Performance
Other (please specify)
10 30 50 70 9020 40 60 80 1000
29State of Revenue Marketing Report | Heinz Marketing
48 44 8
Spreadsheets CRM MAP Purpose Built
Revenue Marketers
Pipeline Marketers
Activity Marketers
21
32
45
56
34
12
Revenue Marketers are 28x more
likely to Centralize Data and Automate Reporting using purpose-built tools such as
Customer Data Platforms (Revenue Marketers vs Pipeline Marketers)
USE OF TECHNOLOGIES FOR MARKETING ANALYTICS amp PIPELINE MANAGEMENT
CH
AP
TE
R 0
4
30State of Revenue Marketing Report | Heinz Marketing
67 21 12
None Google Analytics Revenue Attribution (CaliberMind
Bizible BrightFunnel etc)
Revenue Marketers
Pipeline Marketers
Activity Marketers
6
36
30
44
64
20
USE OF ATTRIBUTION TECHNOLOGY
Attribution Adoption
Has a Long Way to Go
Response to this question included a variety of technologies and indicates
attribution adoption has a long way to go with nearly 41 of marketers not using any
attribution technology Attribution is a critical tool in measuring revenue performance
and ROI We anticipate increased requirements for marketers with attribution analysis
skills and tools usage
Revenue Marketers are 32x more
likely to use Revenue Attribution Technology (Revenue Marketers vs Demand Marketers)
CH
AP
TE
R 0
4
31State of Revenue Marketing Report | Heinz Marketing
ABM is a Go To Market
Strategy Not a Tech Category
More organizations are pursuing
ABM as a strategy each year as
confidence grows and best practices
are learned However a significant
number of organizations are pursuing
ABM programs without focused tools
and technologies This makes sense
because account-based marketing is
a strategy and process ndash more than an
individual technology platform There
are many technology vendors with ABM
solutions which can support pieces of
an overall ABM strategy This response
potentially shows that ABM solutions
have significant room for growth ndash as
long as the tools support the strategy
53 of marketers are engaged in account-based marketing (ABM) at some level
CH
AP
TE
R 0
4
32State of Revenue Marketing Report | Heinz Marketing
89 11
None ABM Tech (CaliberMind Engagio Demandbase Terminus etc)
Revenue Marketers
Pipeline Marketers
Activity Marketers
43
65
57
35
USE OF DEDICATED ABM TECHNOLOGY
Revenue Marketers
are 16x more likely to use
Account-Based-Marketing Technology (Revenue Marketers vs Pipeline Marketers)
CH
AP
TE
R 0
4
33State of Revenue Marketing Report | Heinz Marketing
01 03 05 07 0902 04 06 08 10
Siloed Marketing and Sales Data Is The Enemy of Revenue Marketing
the customer relationship management
(CRM) and marketing automation
platform (MAP) data to help them
achieve revenue objectives
Marketers are moderately confident in
their CRM and marketing systems data
Data fuels overall marketing
effectiveness Without quality data
sales pipelines will flounder simply
because there isnrsquot enough information
to focus marketing and sales efforts on
the right audience Data management is
hard and often a low priority This shows
in confidence levels marketers have in
HOW CONFIDENT ARE YOU IN THE QUALITY OF YOUR CRM AND
MARKETING DATA TO HELP ACHIEVE YOUR REVENUE OBJECTIVES
0CH
AP
TE
R 0
4
34State of Revenue Marketing Report | Heinz Marketing
What Makes Revenue Marketers Tick
LAST LOOK
35State of Revenue Marketing Report | Heinz Marketing
ALIGNING WITH SALES
ON REVENUE CYCLE
INTEGRATING TECH
CENTRALIZING REVENUE DATA
AUTOMATING REPORTS
MEASURING amp
FORECASTING
Revenue Marketers vs
Activity Marketers are
25xRevenue Marketers vs
Activity Marketers are
28xRevenue Marketers vs
Activity Marketers are
32x
more likely to integrate their
tech centralize revenue data
and automate reporting
more likely to be able to forecast
marketing performance and
measure Pipeline Velocity
more likely to align with sales
on the Revenue Cycle
From embracing organizational change to integrating tech stacks centralizing data
automating reports and pushing the boundaries of audience activation Revenue
Marketers stand out from the pack
36State of Revenue Marketing Report | Heinz Marketing
What Revenue Marketers Do that Separate Them from Everybody Else
They measure to improve
not to prove
They measure and report on
volume value and velocity
(last one is key)
They integrate tech stacks
with ease (using a CDP or
other technologies)
They centralize data (using a CDP
or other technologies)
They are independent of IT and BI
teams and can answer marketing
and sales questions close to real
time even before sales
They automate their marketing
and sales enablement from fixing
and enriching data to scoring
and routing leads and accounts
to attribution and ICP and alerting
sales in real time
They use a mix of go-to-market
(GTM) strategies to optimize for
revenue (aka Hybrid ABM)
They support sales all the way
down to ClosedWon and beyond
(upsellcross-sell)
They work closely with
marketing ops
They commit to 30 or more of
actual revenue and bookings not
just pipeline
They are highly confident in their
ability to hit the revenue target
They work backwards from a
revenue goal using GQMD (Goal
Question Metric Data)
They set their target and commit
numbers early on in the quarter
and are using revenue marketing
software to forecast against it with
trending data week over week
month over month etc
37State of Revenue Marketing Report | Heinz Marketing
Revenue MarketingAssessment
APPENDIX A
Data from this report was used to create our benchmark tool
A complimentary easy self-assessment tool is available online
to help marketers benchmark their revenue marketing maturity
against peers and receive best practices and next steps to
advance their skills
38State of Revenue Marketing Report | Heinz Marketing
MARKETING CHARACTERISTICS
Activity Marketers (33) Pipeline Marketers (45) Revenue Marketers (22)
Accountable for Leads MQLs Activities Pipeline Sourced Influenced RevenueBookings
Revenue Cycle amp Goal NAFunnel Metrics
10 - 30
Funnel + Revenue Metrics
gt 30
GTM Strategy Lead Generation Demand Generation ABM Demand Hybrid ABM PQL
Team Varies Marketing Ops Marketing Ops Analyst BI
Measuring Volume Volume Value Volume Value Velocity
Reporting Past Past Present (Real-time) Past Present Future
(Forecasting)
Attribution ROI NA or First LastWeighted Multi-touch
ROI gt 15x
Algorithmic
ROI gt 2x
Tech Stack
amp Automation
Basic siloed
Basic email automation
CRM - MAP 11 Sync
native connectors
Using point tools to automate
some tasks such as emails and
nurturing
2-way API
integration (Read Write)
Using multi-step automation to fix
data enrich leads segment ideal
customers build target account
lists alert sales and more
Marketing
amp Sales Data
Siloed using spreadsheets
multiple dashboardsCRM MAP reports
One automated dashboard
for any and all revenue data
(aka Single Source of Truth)
(marketing sales product
customer success)
Marketing
amp Sales AlignmentMisaligned lsquoGot leadsrsquo Semi-aligned
Fully-aligned on one
revenue number
39State of Revenue Marketing Report | Heinz Marketing
WHATrsquoS NEXT
Improve your Revenue Marketing skills with our online self assessment tool
Find out how you stack up against your peers and uncover more insights on
marketing measurment analytics revenue attribution ROI and workflow automation
Wersquove used all the benchmarking data from this report to create an easy to use
online self assessment tool that you can use
TAKE THE ASSESSMENT
40State of Revenue Marketing Report | Heinz Marketing
Survey Demographics
241 Benchmark Survey respondents represent a cross-section
of industries company sizes roles and market focus Marketers
who work for large medium and small organizations as well as
those who focus on enterprise mid-market and small business
are all represented Additionally most respondents work in
B2B marketing operations demand generation or VPCMO
roles The responses provide a valuable cross-section of input
on the priorities challenges faced capabilities and objectives
41State of Revenue Marketing Report | Heinz Marketing
ROLE WITHIN MARKETING
205 CMO VP of Marketing
1967 Marketing Operations
1213 Demand Generation
10 C-level Executive
SIZE OF MARKETING TEAMS
36 have 1-3 people
22 have 4-5 people
15 have 6-10 people
26 have 11 or more people
TOP INDUSTRIES
44 Tech
22 Professional Services
9 Manufacturing
COMPANY SIZE
25 1-25 employees
45 26-500 employees
15 501-2500 employees
15 Over 2500 employees
MARKET SEGMENT FOCUS
18 Small Business
39 Mid-Market
42 Enterprise
42State of Revenue Marketing Report | Heinz Marketing
A Heinz Marketing Report Commissioned By CaliberMind
ABOUT HEINZ MARKETING
Heinz Marketing is a B2B marketing and sales acceleration
firm that delivers measurable revenue results Every strategy
tactic and action has a specific measured purpose Instead
of focusing on the activities we focus on the outcomes
What really matters is sales pipeline closing business and
accelerating revenue Follow us on Twitter HeinzMarketing
httpswwwheinzmarketingcom
ABOUT CALIBERMIND
CaliberMind is the leading B2B Customer Data Platform for
Revenue Marketers By bringing together data analytics
attribution and smart workflow automation CaliberMind
empowers marketing and sales teams to grow revenue
faster together FREE to try easy to buy and use and 100
UnMarTech
httpswwwcalibermindcom
All rights reserved No part of this
publication may be reproduced or
transmitted in any form or by any
means electronic or mechanical
including photocopy recording or
any information storage and retrieval
system without prior permission in
writing from the publisher
Copyright copyCaliberMind Inc 2018
16State of Revenue Marketing Report | Heinz Marketing
Revenue Marketers spend
2 days a month on average pulling
data and preparing Revenue Marketing reports compare
to 5 days a month on average for
Demand Marketers
data requirements from management
inadequate skills and the overall
demands of B2B marketers in day-to-
day operations
This data indicates how inefficient and
burdensome reporting has become
There are many reasons for this
including inefficient CRM and marketing
automation systems poorly defined CH
AP
TE
R 0
2
17State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
2
01 03 05 07 0902 04 06 08 10
Marketing Ops Lack the Data and Analytics Skills Required for Revenue Marketing
Successful Marketing Ops pros will
have strong analysis capability That
means the ability to collect and manage
the right data but also to analyze and
interpret the results with the CMO
Marketing Operations pros are likely
strongest in managing the marketing
tech stack and implementing programs
and weaker in revenue analysis
Marketers give themselves moderately
proficient ratings in our survey
SCALE 1-10 HOW PROFICIENT IS YOUR MARKETING TEAM
ANALYZING MARKETING DATA
(1 not proficient 5 moderately proficient and 10 highly proficient)
0
18State of Revenue Marketing Report | Heinz Marketing
(Basic) Reporting on past performance and activity metrics
92
76
38
68
(Intermediate) Reporting and analysis of historical and current performance
29
84
40
17
6
(Advanced) Reporting and analysis models that can forecast future performance
Revenue Marketers are 24x
more likely to Forecast Revenue Performance (Revenue Marketers vs Demand Marketers)
CH
AP
TE
R 0
2
Pipeline Marketers
Pipeline Marketers
Pipeline Marketers
Activity Marketers
Activity Marketers
Activity Marketers
Revenue Marketers
Revenue Marketers
Revenue Marketers
19State of Revenue Marketing Report | Heinz Marketing
Measuring What Matters for Revenue Marketing Performance
03
20State of Revenue Marketing Report | Heinz Marketing
31
CH
AP
TE
R 0
3
CLEARLY DEFINED REVENUE CYCLE
Revenue
Marketers
Pipeline
Marketers
Activity
Marketers
83 54
An entire organization should align
behind the full funnel marketing stages
for driving revenue If marketing has a
flavor of stages while sales uses another
flavor inefficiencies will develop and
result in missed revenue targets
Revenue Marketers are 25x more
likely to have Clearly Defined and Documented Revenue Cycle(Revenue Marketers vs Activity Marketers)
Well-Defined and Documented
Revenue Cycle Is Key to Revenue
Marketing
21State of Revenue Marketing Report | Heinz Marketing
TOP MARKETING METRICS BY PERFORMANCE LEVEL
Activity Marketers Pipeline Marketers Revenue Marketers
01 LeadMQL Pipeline Sourced Influenced RevenueBookings
02 NA RevenueBookings Pipeline Sourced Influenced
03 NA LeadMQL LeadMQL
CH
AP
TE
R 0
3
For Revenue Marketers Revenue Metrics Are All That Matter
remains LeadMQL since at this level of
performance itrsquos hard for marketers to
measure and prove revenue impact
Revenue Marketers naturally rank
revenue metrics much higher than Lead
MQL For Lead Marketers the top metric
22State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
3
While most marketers now measure
volume (leads clicks content
downloads etc) and some measure
value (pipeline ROI etc) most Revenue
Marketers can measure and report on
Pipeline Velocity
marketers to report on how their
marketing effort impacts the high and
low points of pipeline acceleration
Pipeline velocity combines all of these
numbers in one to show if marketing
increases or decreases sales speed
This is a missed opportunity for
Revenue Marketers are 32x more
likely to Measure Pipeline Velocity(Revenue Marketers vs Activity Marketers)
The One Metric That Separates
Successful Revenue
Marketers from Everyone Else
VELOCITY=Qualified Opportunities() bull Win Rate() bull Deal Size($)
Length of Sales Cycles(days)
23State of Revenue Marketing Report | Heinz Marketing
SELECT THE METRICS YOU TRACK TO MEASURE DEMAND GENERATION PROGRAMS
CH
AP
TE
R 0
3
Inquiries Leads MQLs
Revenue
Conversion rates at each stage
Sales pipeline velocity
Number of opportunities
Time between conversion stages
Pipeline Creation
Conversion trending over time
Other (please specify)
10 30 50 70 9020 40 60 80 1000
ROI Measurement Is Key to Revenue
Marketing
C-suite executives will increasingly
demand ROI numbers on overall
marketing budget performance Itrsquos
critical for planning and adjustments
Budgets are routinely adjusted up or
down When that happens executives
want to understand the impact to the
business and right now not enough
marketers can provide the answer
Whatrsquos alarming is that
53 of marketers canrsquot measure or are unsure of their ROI
24State of Revenue Marketing Report | Heinz Marketing
Less than 1x ROI 1-2x ROI Over 2x ROI
Revenue Marketers
Pipeline Marketers
Activity Marketers NA
21
31
44
52
35
17
Revenue Marketers are 2x
more likely to have Greater ROI
With marketers who can measure ROI
returns commonly fall in the 15-2x
range That means for every marketing
dollar spent $150 to $2 of revenue is
generated As revenue accountability
grows we expect measuring ROI
performance will also grow as a
requirement because of the implications
in setting budgets
CH
AP
TE
R 0
3
25State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
3
DOES YOUR CURRENT MARKETING REPORTING AND ANALYSIS PROVIDE THE
INFORMATION YOUR EXECUTIVES BOARD AND INVESTORS EXPECT
Partially
Itrsquos a moving target Wersquore Struggling
Yes
No
Not Sure
10 30 50 70 9020 40 60 80 1000
Most alarming is that 34 of marketers
arenrsquot providing the proper analysis and
reports expected of them Perhaps they
donrsquot know whatrsquos expected of them or
the expectations change so much itrsquos a
moving target for marketers
The Big Marketing
and Business Disconnect
Marketers struggle with providing
data and analysis that executive
managers expect
Only 34 of marketers provide the data and analysis the C-suite and board expect
26State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
3
WHAT MARKETING METRICS ARE YOU CURRENTLY REPORTING TO YOUR C-SUITE
Activity-based metrics
Funnel metrics
Revenue metrics
Other (please specify)
10 30 50 70 9020 40 60 80 1000
Revenue metrics are the top metrics
reported to the C-suite These metrics
include sourced revenue opportunity
creation and pipeline velocity Funnel
metrics which include inquiries qualified
leads and conversion rates are second-
most reported to the C-suite Activity-
based metrics are still highly reported to
executives even though itrsquos difficult to
directly connect to revenue
Which marketing
metrics are you currently
reporting to your C-suite
27State of Revenue Marketing Report | Heinz Marketing
Revenue Marketing Technology and Data
04
28State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
4
Marketers Live in Spreadsheet Hell CRM and
Marketing Automation
Offer Limited Reporting
Marketers canrsquot live without
spreadsheets or slide decks even
when measuring and managing
revenue pipelines The main reasons
for using tools like Microsoft Office
Excel PowerPoint and Google Docs
is the need to compile data perform
calculations and make it
presentable and consumable for a
broader audience
CRM and marketing automation are
the third and fourth most used tools for
analytics and pipeline management
Business Intelligence is a distant fifth in
tools used
Marketing technology vendors can
innovate their analytics capabilities to
make it easier for marketers to conduct
analysis within the systems of record
Spreadsheets and slide decks will
likely always be a part of the marketing
toolset However based on
responses to this benchmark survey
itrsquos likely that disparate tools require
significant amounts of time each month
to gather analyze and communicate
data which takes marketers away from
driving revenue
WHAT TECHNOLOGIES DO YOU USE FOR MARKETING ANALYTICS AND PIPELINE MANAGEMENT
Spreadsheets (ExcelGoogle)
Customer Data Platform
PowerPoint
Data Warehouse Data Lake
CRM
Business Intelligence
Marketing Automation
Marketing Performance
Other (please specify)
10 30 50 70 9020 40 60 80 1000
29State of Revenue Marketing Report | Heinz Marketing
48 44 8
Spreadsheets CRM MAP Purpose Built
Revenue Marketers
Pipeline Marketers
Activity Marketers
21
32
45
56
34
12
Revenue Marketers are 28x more
likely to Centralize Data and Automate Reporting using purpose-built tools such as
Customer Data Platforms (Revenue Marketers vs Pipeline Marketers)
USE OF TECHNOLOGIES FOR MARKETING ANALYTICS amp PIPELINE MANAGEMENT
CH
AP
TE
R 0
4
30State of Revenue Marketing Report | Heinz Marketing
67 21 12
None Google Analytics Revenue Attribution (CaliberMind
Bizible BrightFunnel etc)
Revenue Marketers
Pipeline Marketers
Activity Marketers
6
36
30
44
64
20
USE OF ATTRIBUTION TECHNOLOGY
Attribution Adoption
Has a Long Way to Go
Response to this question included a variety of technologies and indicates
attribution adoption has a long way to go with nearly 41 of marketers not using any
attribution technology Attribution is a critical tool in measuring revenue performance
and ROI We anticipate increased requirements for marketers with attribution analysis
skills and tools usage
Revenue Marketers are 32x more
likely to use Revenue Attribution Technology (Revenue Marketers vs Demand Marketers)
CH
AP
TE
R 0
4
31State of Revenue Marketing Report | Heinz Marketing
ABM is a Go To Market
Strategy Not a Tech Category
More organizations are pursuing
ABM as a strategy each year as
confidence grows and best practices
are learned However a significant
number of organizations are pursuing
ABM programs without focused tools
and technologies This makes sense
because account-based marketing is
a strategy and process ndash more than an
individual technology platform There
are many technology vendors with ABM
solutions which can support pieces of
an overall ABM strategy This response
potentially shows that ABM solutions
have significant room for growth ndash as
long as the tools support the strategy
53 of marketers are engaged in account-based marketing (ABM) at some level
CH
AP
TE
R 0
4
32State of Revenue Marketing Report | Heinz Marketing
89 11
None ABM Tech (CaliberMind Engagio Demandbase Terminus etc)
Revenue Marketers
Pipeline Marketers
Activity Marketers
43
65
57
35
USE OF DEDICATED ABM TECHNOLOGY
Revenue Marketers
are 16x more likely to use
Account-Based-Marketing Technology (Revenue Marketers vs Pipeline Marketers)
CH
AP
TE
R 0
4
33State of Revenue Marketing Report | Heinz Marketing
01 03 05 07 0902 04 06 08 10
Siloed Marketing and Sales Data Is The Enemy of Revenue Marketing
the customer relationship management
(CRM) and marketing automation
platform (MAP) data to help them
achieve revenue objectives
Marketers are moderately confident in
their CRM and marketing systems data
Data fuels overall marketing
effectiveness Without quality data
sales pipelines will flounder simply
because there isnrsquot enough information
to focus marketing and sales efforts on
the right audience Data management is
hard and often a low priority This shows
in confidence levels marketers have in
HOW CONFIDENT ARE YOU IN THE QUALITY OF YOUR CRM AND
MARKETING DATA TO HELP ACHIEVE YOUR REVENUE OBJECTIVES
0CH
AP
TE
R 0
4
34State of Revenue Marketing Report | Heinz Marketing
What Makes Revenue Marketers Tick
LAST LOOK
35State of Revenue Marketing Report | Heinz Marketing
ALIGNING WITH SALES
ON REVENUE CYCLE
INTEGRATING TECH
CENTRALIZING REVENUE DATA
AUTOMATING REPORTS
MEASURING amp
FORECASTING
Revenue Marketers vs
Activity Marketers are
25xRevenue Marketers vs
Activity Marketers are
28xRevenue Marketers vs
Activity Marketers are
32x
more likely to integrate their
tech centralize revenue data
and automate reporting
more likely to be able to forecast
marketing performance and
measure Pipeline Velocity
more likely to align with sales
on the Revenue Cycle
From embracing organizational change to integrating tech stacks centralizing data
automating reports and pushing the boundaries of audience activation Revenue
Marketers stand out from the pack
36State of Revenue Marketing Report | Heinz Marketing
What Revenue Marketers Do that Separate Them from Everybody Else
They measure to improve
not to prove
They measure and report on
volume value and velocity
(last one is key)
They integrate tech stacks
with ease (using a CDP or
other technologies)
They centralize data (using a CDP
or other technologies)
They are independent of IT and BI
teams and can answer marketing
and sales questions close to real
time even before sales
They automate their marketing
and sales enablement from fixing
and enriching data to scoring
and routing leads and accounts
to attribution and ICP and alerting
sales in real time
They use a mix of go-to-market
(GTM) strategies to optimize for
revenue (aka Hybrid ABM)
They support sales all the way
down to ClosedWon and beyond
(upsellcross-sell)
They work closely with
marketing ops
They commit to 30 or more of
actual revenue and bookings not
just pipeline
They are highly confident in their
ability to hit the revenue target
They work backwards from a
revenue goal using GQMD (Goal
Question Metric Data)
They set their target and commit
numbers early on in the quarter
and are using revenue marketing
software to forecast against it with
trending data week over week
month over month etc
37State of Revenue Marketing Report | Heinz Marketing
Revenue MarketingAssessment
APPENDIX A
Data from this report was used to create our benchmark tool
A complimentary easy self-assessment tool is available online
to help marketers benchmark their revenue marketing maturity
against peers and receive best practices and next steps to
advance their skills
38State of Revenue Marketing Report | Heinz Marketing
MARKETING CHARACTERISTICS
Activity Marketers (33) Pipeline Marketers (45) Revenue Marketers (22)
Accountable for Leads MQLs Activities Pipeline Sourced Influenced RevenueBookings
Revenue Cycle amp Goal NAFunnel Metrics
10 - 30
Funnel + Revenue Metrics
gt 30
GTM Strategy Lead Generation Demand Generation ABM Demand Hybrid ABM PQL
Team Varies Marketing Ops Marketing Ops Analyst BI
Measuring Volume Volume Value Volume Value Velocity
Reporting Past Past Present (Real-time) Past Present Future
(Forecasting)
Attribution ROI NA or First LastWeighted Multi-touch
ROI gt 15x
Algorithmic
ROI gt 2x
Tech Stack
amp Automation
Basic siloed
Basic email automation
CRM - MAP 11 Sync
native connectors
Using point tools to automate
some tasks such as emails and
nurturing
2-way API
integration (Read Write)
Using multi-step automation to fix
data enrich leads segment ideal
customers build target account
lists alert sales and more
Marketing
amp Sales Data
Siloed using spreadsheets
multiple dashboardsCRM MAP reports
One automated dashboard
for any and all revenue data
(aka Single Source of Truth)
(marketing sales product
customer success)
Marketing
amp Sales AlignmentMisaligned lsquoGot leadsrsquo Semi-aligned
Fully-aligned on one
revenue number
39State of Revenue Marketing Report | Heinz Marketing
WHATrsquoS NEXT
Improve your Revenue Marketing skills with our online self assessment tool
Find out how you stack up against your peers and uncover more insights on
marketing measurment analytics revenue attribution ROI and workflow automation
Wersquove used all the benchmarking data from this report to create an easy to use
online self assessment tool that you can use
TAKE THE ASSESSMENT
40State of Revenue Marketing Report | Heinz Marketing
Survey Demographics
241 Benchmark Survey respondents represent a cross-section
of industries company sizes roles and market focus Marketers
who work for large medium and small organizations as well as
those who focus on enterprise mid-market and small business
are all represented Additionally most respondents work in
B2B marketing operations demand generation or VPCMO
roles The responses provide a valuable cross-section of input
on the priorities challenges faced capabilities and objectives
41State of Revenue Marketing Report | Heinz Marketing
ROLE WITHIN MARKETING
205 CMO VP of Marketing
1967 Marketing Operations
1213 Demand Generation
10 C-level Executive
SIZE OF MARKETING TEAMS
36 have 1-3 people
22 have 4-5 people
15 have 6-10 people
26 have 11 or more people
TOP INDUSTRIES
44 Tech
22 Professional Services
9 Manufacturing
COMPANY SIZE
25 1-25 employees
45 26-500 employees
15 501-2500 employees
15 Over 2500 employees
MARKET SEGMENT FOCUS
18 Small Business
39 Mid-Market
42 Enterprise
42State of Revenue Marketing Report | Heinz Marketing
A Heinz Marketing Report Commissioned By CaliberMind
ABOUT HEINZ MARKETING
Heinz Marketing is a B2B marketing and sales acceleration
firm that delivers measurable revenue results Every strategy
tactic and action has a specific measured purpose Instead
of focusing on the activities we focus on the outcomes
What really matters is sales pipeline closing business and
accelerating revenue Follow us on Twitter HeinzMarketing
httpswwwheinzmarketingcom
ABOUT CALIBERMIND
CaliberMind is the leading B2B Customer Data Platform for
Revenue Marketers By bringing together data analytics
attribution and smart workflow automation CaliberMind
empowers marketing and sales teams to grow revenue
faster together FREE to try easy to buy and use and 100
UnMarTech
httpswwwcalibermindcom
All rights reserved No part of this
publication may be reproduced or
transmitted in any form or by any
means electronic or mechanical
including photocopy recording or
any information storage and retrieval
system without prior permission in
writing from the publisher
Copyright copyCaliberMind Inc 2018
17State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
2
01 03 05 07 0902 04 06 08 10
Marketing Ops Lack the Data and Analytics Skills Required for Revenue Marketing
Successful Marketing Ops pros will
have strong analysis capability That
means the ability to collect and manage
the right data but also to analyze and
interpret the results with the CMO
Marketing Operations pros are likely
strongest in managing the marketing
tech stack and implementing programs
and weaker in revenue analysis
Marketers give themselves moderately
proficient ratings in our survey
SCALE 1-10 HOW PROFICIENT IS YOUR MARKETING TEAM
ANALYZING MARKETING DATA
(1 not proficient 5 moderately proficient and 10 highly proficient)
0
18State of Revenue Marketing Report | Heinz Marketing
(Basic) Reporting on past performance and activity metrics
92
76
38
68
(Intermediate) Reporting and analysis of historical and current performance
29
84
40
17
6
(Advanced) Reporting and analysis models that can forecast future performance
Revenue Marketers are 24x
more likely to Forecast Revenue Performance (Revenue Marketers vs Demand Marketers)
CH
AP
TE
R 0
2
Pipeline Marketers
Pipeline Marketers
Pipeline Marketers
Activity Marketers
Activity Marketers
Activity Marketers
Revenue Marketers
Revenue Marketers
Revenue Marketers
19State of Revenue Marketing Report | Heinz Marketing
Measuring What Matters for Revenue Marketing Performance
03
20State of Revenue Marketing Report | Heinz Marketing
31
CH
AP
TE
R 0
3
CLEARLY DEFINED REVENUE CYCLE
Revenue
Marketers
Pipeline
Marketers
Activity
Marketers
83 54
An entire organization should align
behind the full funnel marketing stages
for driving revenue If marketing has a
flavor of stages while sales uses another
flavor inefficiencies will develop and
result in missed revenue targets
Revenue Marketers are 25x more
likely to have Clearly Defined and Documented Revenue Cycle(Revenue Marketers vs Activity Marketers)
Well-Defined and Documented
Revenue Cycle Is Key to Revenue
Marketing
21State of Revenue Marketing Report | Heinz Marketing
TOP MARKETING METRICS BY PERFORMANCE LEVEL
Activity Marketers Pipeline Marketers Revenue Marketers
01 LeadMQL Pipeline Sourced Influenced RevenueBookings
02 NA RevenueBookings Pipeline Sourced Influenced
03 NA LeadMQL LeadMQL
CH
AP
TE
R 0
3
For Revenue Marketers Revenue Metrics Are All That Matter
remains LeadMQL since at this level of
performance itrsquos hard for marketers to
measure and prove revenue impact
Revenue Marketers naturally rank
revenue metrics much higher than Lead
MQL For Lead Marketers the top metric
22State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
3
While most marketers now measure
volume (leads clicks content
downloads etc) and some measure
value (pipeline ROI etc) most Revenue
Marketers can measure and report on
Pipeline Velocity
marketers to report on how their
marketing effort impacts the high and
low points of pipeline acceleration
Pipeline velocity combines all of these
numbers in one to show if marketing
increases or decreases sales speed
This is a missed opportunity for
Revenue Marketers are 32x more
likely to Measure Pipeline Velocity(Revenue Marketers vs Activity Marketers)
The One Metric That Separates
Successful Revenue
Marketers from Everyone Else
VELOCITY=Qualified Opportunities() bull Win Rate() bull Deal Size($)
Length of Sales Cycles(days)
23State of Revenue Marketing Report | Heinz Marketing
SELECT THE METRICS YOU TRACK TO MEASURE DEMAND GENERATION PROGRAMS
CH
AP
TE
R 0
3
Inquiries Leads MQLs
Revenue
Conversion rates at each stage
Sales pipeline velocity
Number of opportunities
Time between conversion stages
Pipeline Creation
Conversion trending over time
Other (please specify)
10 30 50 70 9020 40 60 80 1000
ROI Measurement Is Key to Revenue
Marketing
C-suite executives will increasingly
demand ROI numbers on overall
marketing budget performance Itrsquos
critical for planning and adjustments
Budgets are routinely adjusted up or
down When that happens executives
want to understand the impact to the
business and right now not enough
marketers can provide the answer
Whatrsquos alarming is that
53 of marketers canrsquot measure or are unsure of their ROI
24State of Revenue Marketing Report | Heinz Marketing
Less than 1x ROI 1-2x ROI Over 2x ROI
Revenue Marketers
Pipeline Marketers
Activity Marketers NA
21
31
44
52
35
17
Revenue Marketers are 2x
more likely to have Greater ROI
With marketers who can measure ROI
returns commonly fall in the 15-2x
range That means for every marketing
dollar spent $150 to $2 of revenue is
generated As revenue accountability
grows we expect measuring ROI
performance will also grow as a
requirement because of the implications
in setting budgets
CH
AP
TE
R 0
3
25State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
3
DOES YOUR CURRENT MARKETING REPORTING AND ANALYSIS PROVIDE THE
INFORMATION YOUR EXECUTIVES BOARD AND INVESTORS EXPECT
Partially
Itrsquos a moving target Wersquore Struggling
Yes
No
Not Sure
10 30 50 70 9020 40 60 80 1000
Most alarming is that 34 of marketers
arenrsquot providing the proper analysis and
reports expected of them Perhaps they
donrsquot know whatrsquos expected of them or
the expectations change so much itrsquos a
moving target for marketers
The Big Marketing
and Business Disconnect
Marketers struggle with providing
data and analysis that executive
managers expect
Only 34 of marketers provide the data and analysis the C-suite and board expect
26State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
3
WHAT MARKETING METRICS ARE YOU CURRENTLY REPORTING TO YOUR C-SUITE
Activity-based metrics
Funnel metrics
Revenue metrics
Other (please specify)
10 30 50 70 9020 40 60 80 1000
Revenue metrics are the top metrics
reported to the C-suite These metrics
include sourced revenue opportunity
creation and pipeline velocity Funnel
metrics which include inquiries qualified
leads and conversion rates are second-
most reported to the C-suite Activity-
based metrics are still highly reported to
executives even though itrsquos difficult to
directly connect to revenue
Which marketing
metrics are you currently
reporting to your C-suite
27State of Revenue Marketing Report | Heinz Marketing
Revenue Marketing Technology and Data
04
28State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
4
Marketers Live in Spreadsheet Hell CRM and
Marketing Automation
Offer Limited Reporting
Marketers canrsquot live without
spreadsheets or slide decks even
when measuring and managing
revenue pipelines The main reasons
for using tools like Microsoft Office
Excel PowerPoint and Google Docs
is the need to compile data perform
calculations and make it
presentable and consumable for a
broader audience
CRM and marketing automation are
the third and fourth most used tools for
analytics and pipeline management
Business Intelligence is a distant fifth in
tools used
Marketing technology vendors can
innovate their analytics capabilities to
make it easier for marketers to conduct
analysis within the systems of record
Spreadsheets and slide decks will
likely always be a part of the marketing
toolset However based on
responses to this benchmark survey
itrsquos likely that disparate tools require
significant amounts of time each month
to gather analyze and communicate
data which takes marketers away from
driving revenue
WHAT TECHNOLOGIES DO YOU USE FOR MARKETING ANALYTICS AND PIPELINE MANAGEMENT
Spreadsheets (ExcelGoogle)
Customer Data Platform
PowerPoint
Data Warehouse Data Lake
CRM
Business Intelligence
Marketing Automation
Marketing Performance
Other (please specify)
10 30 50 70 9020 40 60 80 1000
29State of Revenue Marketing Report | Heinz Marketing
48 44 8
Spreadsheets CRM MAP Purpose Built
Revenue Marketers
Pipeline Marketers
Activity Marketers
21
32
45
56
34
12
Revenue Marketers are 28x more
likely to Centralize Data and Automate Reporting using purpose-built tools such as
Customer Data Platforms (Revenue Marketers vs Pipeline Marketers)
USE OF TECHNOLOGIES FOR MARKETING ANALYTICS amp PIPELINE MANAGEMENT
CH
AP
TE
R 0
4
30State of Revenue Marketing Report | Heinz Marketing
67 21 12
None Google Analytics Revenue Attribution (CaliberMind
Bizible BrightFunnel etc)
Revenue Marketers
Pipeline Marketers
Activity Marketers
6
36
30
44
64
20
USE OF ATTRIBUTION TECHNOLOGY
Attribution Adoption
Has a Long Way to Go
Response to this question included a variety of technologies and indicates
attribution adoption has a long way to go with nearly 41 of marketers not using any
attribution technology Attribution is a critical tool in measuring revenue performance
and ROI We anticipate increased requirements for marketers with attribution analysis
skills and tools usage
Revenue Marketers are 32x more
likely to use Revenue Attribution Technology (Revenue Marketers vs Demand Marketers)
CH
AP
TE
R 0
4
31State of Revenue Marketing Report | Heinz Marketing
ABM is a Go To Market
Strategy Not a Tech Category
More organizations are pursuing
ABM as a strategy each year as
confidence grows and best practices
are learned However a significant
number of organizations are pursuing
ABM programs without focused tools
and technologies This makes sense
because account-based marketing is
a strategy and process ndash more than an
individual technology platform There
are many technology vendors with ABM
solutions which can support pieces of
an overall ABM strategy This response
potentially shows that ABM solutions
have significant room for growth ndash as
long as the tools support the strategy
53 of marketers are engaged in account-based marketing (ABM) at some level
CH
AP
TE
R 0
4
32State of Revenue Marketing Report | Heinz Marketing
89 11
None ABM Tech (CaliberMind Engagio Demandbase Terminus etc)
Revenue Marketers
Pipeline Marketers
Activity Marketers
43
65
57
35
USE OF DEDICATED ABM TECHNOLOGY
Revenue Marketers
are 16x more likely to use
Account-Based-Marketing Technology (Revenue Marketers vs Pipeline Marketers)
CH
AP
TE
R 0
4
33State of Revenue Marketing Report | Heinz Marketing
01 03 05 07 0902 04 06 08 10
Siloed Marketing and Sales Data Is The Enemy of Revenue Marketing
the customer relationship management
(CRM) and marketing automation
platform (MAP) data to help them
achieve revenue objectives
Marketers are moderately confident in
their CRM and marketing systems data
Data fuels overall marketing
effectiveness Without quality data
sales pipelines will flounder simply
because there isnrsquot enough information
to focus marketing and sales efforts on
the right audience Data management is
hard and often a low priority This shows
in confidence levels marketers have in
HOW CONFIDENT ARE YOU IN THE QUALITY OF YOUR CRM AND
MARKETING DATA TO HELP ACHIEVE YOUR REVENUE OBJECTIVES
0CH
AP
TE
R 0
4
34State of Revenue Marketing Report | Heinz Marketing
What Makes Revenue Marketers Tick
LAST LOOK
35State of Revenue Marketing Report | Heinz Marketing
ALIGNING WITH SALES
ON REVENUE CYCLE
INTEGRATING TECH
CENTRALIZING REVENUE DATA
AUTOMATING REPORTS
MEASURING amp
FORECASTING
Revenue Marketers vs
Activity Marketers are
25xRevenue Marketers vs
Activity Marketers are
28xRevenue Marketers vs
Activity Marketers are
32x
more likely to integrate their
tech centralize revenue data
and automate reporting
more likely to be able to forecast
marketing performance and
measure Pipeline Velocity
more likely to align with sales
on the Revenue Cycle
From embracing organizational change to integrating tech stacks centralizing data
automating reports and pushing the boundaries of audience activation Revenue
Marketers stand out from the pack
36State of Revenue Marketing Report | Heinz Marketing
What Revenue Marketers Do that Separate Them from Everybody Else
They measure to improve
not to prove
They measure and report on
volume value and velocity
(last one is key)
They integrate tech stacks
with ease (using a CDP or
other technologies)
They centralize data (using a CDP
or other technologies)
They are independent of IT and BI
teams and can answer marketing
and sales questions close to real
time even before sales
They automate their marketing
and sales enablement from fixing
and enriching data to scoring
and routing leads and accounts
to attribution and ICP and alerting
sales in real time
They use a mix of go-to-market
(GTM) strategies to optimize for
revenue (aka Hybrid ABM)
They support sales all the way
down to ClosedWon and beyond
(upsellcross-sell)
They work closely with
marketing ops
They commit to 30 or more of
actual revenue and bookings not
just pipeline
They are highly confident in their
ability to hit the revenue target
They work backwards from a
revenue goal using GQMD (Goal
Question Metric Data)
They set their target and commit
numbers early on in the quarter
and are using revenue marketing
software to forecast against it with
trending data week over week
month over month etc
37State of Revenue Marketing Report | Heinz Marketing
Revenue MarketingAssessment
APPENDIX A
Data from this report was used to create our benchmark tool
A complimentary easy self-assessment tool is available online
to help marketers benchmark their revenue marketing maturity
against peers and receive best practices and next steps to
advance their skills
38State of Revenue Marketing Report | Heinz Marketing
MARKETING CHARACTERISTICS
Activity Marketers (33) Pipeline Marketers (45) Revenue Marketers (22)
Accountable for Leads MQLs Activities Pipeline Sourced Influenced RevenueBookings
Revenue Cycle amp Goal NAFunnel Metrics
10 - 30
Funnel + Revenue Metrics
gt 30
GTM Strategy Lead Generation Demand Generation ABM Demand Hybrid ABM PQL
Team Varies Marketing Ops Marketing Ops Analyst BI
Measuring Volume Volume Value Volume Value Velocity
Reporting Past Past Present (Real-time) Past Present Future
(Forecasting)
Attribution ROI NA or First LastWeighted Multi-touch
ROI gt 15x
Algorithmic
ROI gt 2x
Tech Stack
amp Automation
Basic siloed
Basic email automation
CRM - MAP 11 Sync
native connectors
Using point tools to automate
some tasks such as emails and
nurturing
2-way API
integration (Read Write)
Using multi-step automation to fix
data enrich leads segment ideal
customers build target account
lists alert sales and more
Marketing
amp Sales Data
Siloed using spreadsheets
multiple dashboardsCRM MAP reports
One automated dashboard
for any and all revenue data
(aka Single Source of Truth)
(marketing sales product
customer success)
Marketing
amp Sales AlignmentMisaligned lsquoGot leadsrsquo Semi-aligned
Fully-aligned on one
revenue number
39State of Revenue Marketing Report | Heinz Marketing
WHATrsquoS NEXT
Improve your Revenue Marketing skills with our online self assessment tool
Find out how you stack up against your peers and uncover more insights on
marketing measurment analytics revenue attribution ROI and workflow automation
Wersquove used all the benchmarking data from this report to create an easy to use
online self assessment tool that you can use
TAKE THE ASSESSMENT
40State of Revenue Marketing Report | Heinz Marketing
Survey Demographics
241 Benchmark Survey respondents represent a cross-section
of industries company sizes roles and market focus Marketers
who work for large medium and small organizations as well as
those who focus on enterprise mid-market and small business
are all represented Additionally most respondents work in
B2B marketing operations demand generation or VPCMO
roles The responses provide a valuable cross-section of input
on the priorities challenges faced capabilities and objectives
41State of Revenue Marketing Report | Heinz Marketing
ROLE WITHIN MARKETING
205 CMO VP of Marketing
1967 Marketing Operations
1213 Demand Generation
10 C-level Executive
SIZE OF MARKETING TEAMS
36 have 1-3 people
22 have 4-5 people
15 have 6-10 people
26 have 11 or more people
TOP INDUSTRIES
44 Tech
22 Professional Services
9 Manufacturing
COMPANY SIZE
25 1-25 employees
45 26-500 employees
15 501-2500 employees
15 Over 2500 employees
MARKET SEGMENT FOCUS
18 Small Business
39 Mid-Market
42 Enterprise
42State of Revenue Marketing Report | Heinz Marketing
A Heinz Marketing Report Commissioned By CaliberMind
ABOUT HEINZ MARKETING
Heinz Marketing is a B2B marketing and sales acceleration
firm that delivers measurable revenue results Every strategy
tactic and action has a specific measured purpose Instead
of focusing on the activities we focus on the outcomes
What really matters is sales pipeline closing business and
accelerating revenue Follow us on Twitter HeinzMarketing
httpswwwheinzmarketingcom
ABOUT CALIBERMIND
CaliberMind is the leading B2B Customer Data Platform for
Revenue Marketers By bringing together data analytics
attribution and smart workflow automation CaliberMind
empowers marketing and sales teams to grow revenue
faster together FREE to try easy to buy and use and 100
UnMarTech
httpswwwcalibermindcom
All rights reserved No part of this
publication may be reproduced or
transmitted in any form or by any
means electronic or mechanical
including photocopy recording or
any information storage and retrieval
system without prior permission in
writing from the publisher
Copyright copyCaliberMind Inc 2018
18State of Revenue Marketing Report | Heinz Marketing
(Basic) Reporting on past performance and activity metrics
92
76
38
68
(Intermediate) Reporting and analysis of historical and current performance
29
84
40
17
6
(Advanced) Reporting and analysis models that can forecast future performance
Revenue Marketers are 24x
more likely to Forecast Revenue Performance (Revenue Marketers vs Demand Marketers)
CH
AP
TE
R 0
2
Pipeline Marketers
Pipeline Marketers
Pipeline Marketers
Activity Marketers
Activity Marketers
Activity Marketers
Revenue Marketers
Revenue Marketers
Revenue Marketers
19State of Revenue Marketing Report | Heinz Marketing
Measuring What Matters for Revenue Marketing Performance
03
20State of Revenue Marketing Report | Heinz Marketing
31
CH
AP
TE
R 0
3
CLEARLY DEFINED REVENUE CYCLE
Revenue
Marketers
Pipeline
Marketers
Activity
Marketers
83 54
An entire organization should align
behind the full funnel marketing stages
for driving revenue If marketing has a
flavor of stages while sales uses another
flavor inefficiencies will develop and
result in missed revenue targets
Revenue Marketers are 25x more
likely to have Clearly Defined and Documented Revenue Cycle(Revenue Marketers vs Activity Marketers)
Well-Defined and Documented
Revenue Cycle Is Key to Revenue
Marketing
21State of Revenue Marketing Report | Heinz Marketing
TOP MARKETING METRICS BY PERFORMANCE LEVEL
Activity Marketers Pipeline Marketers Revenue Marketers
01 LeadMQL Pipeline Sourced Influenced RevenueBookings
02 NA RevenueBookings Pipeline Sourced Influenced
03 NA LeadMQL LeadMQL
CH
AP
TE
R 0
3
For Revenue Marketers Revenue Metrics Are All That Matter
remains LeadMQL since at this level of
performance itrsquos hard for marketers to
measure and prove revenue impact
Revenue Marketers naturally rank
revenue metrics much higher than Lead
MQL For Lead Marketers the top metric
22State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
3
While most marketers now measure
volume (leads clicks content
downloads etc) and some measure
value (pipeline ROI etc) most Revenue
Marketers can measure and report on
Pipeline Velocity
marketers to report on how their
marketing effort impacts the high and
low points of pipeline acceleration
Pipeline velocity combines all of these
numbers in one to show if marketing
increases or decreases sales speed
This is a missed opportunity for
Revenue Marketers are 32x more
likely to Measure Pipeline Velocity(Revenue Marketers vs Activity Marketers)
The One Metric That Separates
Successful Revenue
Marketers from Everyone Else
VELOCITY=Qualified Opportunities() bull Win Rate() bull Deal Size($)
Length of Sales Cycles(days)
23State of Revenue Marketing Report | Heinz Marketing
SELECT THE METRICS YOU TRACK TO MEASURE DEMAND GENERATION PROGRAMS
CH
AP
TE
R 0
3
Inquiries Leads MQLs
Revenue
Conversion rates at each stage
Sales pipeline velocity
Number of opportunities
Time between conversion stages
Pipeline Creation
Conversion trending over time
Other (please specify)
10 30 50 70 9020 40 60 80 1000
ROI Measurement Is Key to Revenue
Marketing
C-suite executives will increasingly
demand ROI numbers on overall
marketing budget performance Itrsquos
critical for planning and adjustments
Budgets are routinely adjusted up or
down When that happens executives
want to understand the impact to the
business and right now not enough
marketers can provide the answer
Whatrsquos alarming is that
53 of marketers canrsquot measure or are unsure of their ROI
24State of Revenue Marketing Report | Heinz Marketing
Less than 1x ROI 1-2x ROI Over 2x ROI
Revenue Marketers
Pipeline Marketers
Activity Marketers NA
21
31
44
52
35
17
Revenue Marketers are 2x
more likely to have Greater ROI
With marketers who can measure ROI
returns commonly fall in the 15-2x
range That means for every marketing
dollar spent $150 to $2 of revenue is
generated As revenue accountability
grows we expect measuring ROI
performance will also grow as a
requirement because of the implications
in setting budgets
CH
AP
TE
R 0
3
25State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
3
DOES YOUR CURRENT MARKETING REPORTING AND ANALYSIS PROVIDE THE
INFORMATION YOUR EXECUTIVES BOARD AND INVESTORS EXPECT
Partially
Itrsquos a moving target Wersquore Struggling
Yes
No
Not Sure
10 30 50 70 9020 40 60 80 1000
Most alarming is that 34 of marketers
arenrsquot providing the proper analysis and
reports expected of them Perhaps they
donrsquot know whatrsquos expected of them or
the expectations change so much itrsquos a
moving target for marketers
The Big Marketing
and Business Disconnect
Marketers struggle with providing
data and analysis that executive
managers expect
Only 34 of marketers provide the data and analysis the C-suite and board expect
26State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
3
WHAT MARKETING METRICS ARE YOU CURRENTLY REPORTING TO YOUR C-SUITE
Activity-based metrics
Funnel metrics
Revenue metrics
Other (please specify)
10 30 50 70 9020 40 60 80 1000
Revenue metrics are the top metrics
reported to the C-suite These metrics
include sourced revenue opportunity
creation and pipeline velocity Funnel
metrics which include inquiries qualified
leads and conversion rates are second-
most reported to the C-suite Activity-
based metrics are still highly reported to
executives even though itrsquos difficult to
directly connect to revenue
Which marketing
metrics are you currently
reporting to your C-suite
27State of Revenue Marketing Report | Heinz Marketing
Revenue Marketing Technology and Data
04
28State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
4
Marketers Live in Spreadsheet Hell CRM and
Marketing Automation
Offer Limited Reporting
Marketers canrsquot live without
spreadsheets or slide decks even
when measuring and managing
revenue pipelines The main reasons
for using tools like Microsoft Office
Excel PowerPoint and Google Docs
is the need to compile data perform
calculations and make it
presentable and consumable for a
broader audience
CRM and marketing automation are
the third and fourth most used tools for
analytics and pipeline management
Business Intelligence is a distant fifth in
tools used
Marketing technology vendors can
innovate their analytics capabilities to
make it easier for marketers to conduct
analysis within the systems of record
Spreadsheets and slide decks will
likely always be a part of the marketing
toolset However based on
responses to this benchmark survey
itrsquos likely that disparate tools require
significant amounts of time each month
to gather analyze and communicate
data which takes marketers away from
driving revenue
WHAT TECHNOLOGIES DO YOU USE FOR MARKETING ANALYTICS AND PIPELINE MANAGEMENT
Spreadsheets (ExcelGoogle)
Customer Data Platform
PowerPoint
Data Warehouse Data Lake
CRM
Business Intelligence
Marketing Automation
Marketing Performance
Other (please specify)
10 30 50 70 9020 40 60 80 1000
29State of Revenue Marketing Report | Heinz Marketing
48 44 8
Spreadsheets CRM MAP Purpose Built
Revenue Marketers
Pipeline Marketers
Activity Marketers
21
32
45
56
34
12
Revenue Marketers are 28x more
likely to Centralize Data and Automate Reporting using purpose-built tools such as
Customer Data Platforms (Revenue Marketers vs Pipeline Marketers)
USE OF TECHNOLOGIES FOR MARKETING ANALYTICS amp PIPELINE MANAGEMENT
CH
AP
TE
R 0
4
30State of Revenue Marketing Report | Heinz Marketing
67 21 12
None Google Analytics Revenue Attribution (CaliberMind
Bizible BrightFunnel etc)
Revenue Marketers
Pipeline Marketers
Activity Marketers
6
36
30
44
64
20
USE OF ATTRIBUTION TECHNOLOGY
Attribution Adoption
Has a Long Way to Go
Response to this question included a variety of technologies and indicates
attribution adoption has a long way to go with nearly 41 of marketers not using any
attribution technology Attribution is a critical tool in measuring revenue performance
and ROI We anticipate increased requirements for marketers with attribution analysis
skills and tools usage
Revenue Marketers are 32x more
likely to use Revenue Attribution Technology (Revenue Marketers vs Demand Marketers)
CH
AP
TE
R 0
4
31State of Revenue Marketing Report | Heinz Marketing
ABM is a Go To Market
Strategy Not a Tech Category
More organizations are pursuing
ABM as a strategy each year as
confidence grows and best practices
are learned However a significant
number of organizations are pursuing
ABM programs without focused tools
and technologies This makes sense
because account-based marketing is
a strategy and process ndash more than an
individual technology platform There
are many technology vendors with ABM
solutions which can support pieces of
an overall ABM strategy This response
potentially shows that ABM solutions
have significant room for growth ndash as
long as the tools support the strategy
53 of marketers are engaged in account-based marketing (ABM) at some level
CH
AP
TE
R 0
4
32State of Revenue Marketing Report | Heinz Marketing
89 11
None ABM Tech (CaliberMind Engagio Demandbase Terminus etc)
Revenue Marketers
Pipeline Marketers
Activity Marketers
43
65
57
35
USE OF DEDICATED ABM TECHNOLOGY
Revenue Marketers
are 16x more likely to use
Account-Based-Marketing Technology (Revenue Marketers vs Pipeline Marketers)
CH
AP
TE
R 0
4
33State of Revenue Marketing Report | Heinz Marketing
01 03 05 07 0902 04 06 08 10
Siloed Marketing and Sales Data Is The Enemy of Revenue Marketing
the customer relationship management
(CRM) and marketing automation
platform (MAP) data to help them
achieve revenue objectives
Marketers are moderately confident in
their CRM and marketing systems data
Data fuels overall marketing
effectiveness Without quality data
sales pipelines will flounder simply
because there isnrsquot enough information
to focus marketing and sales efforts on
the right audience Data management is
hard and often a low priority This shows
in confidence levels marketers have in
HOW CONFIDENT ARE YOU IN THE QUALITY OF YOUR CRM AND
MARKETING DATA TO HELP ACHIEVE YOUR REVENUE OBJECTIVES
0CH
AP
TE
R 0
4
34State of Revenue Marketing Report | Heinz Marketing
What Makes Revenue Marketers Tick
LAST LOOK
35State of Revenue Marketing Report | Heinz Marketing
ALIGNING WITH SALES
ON REVENUE CYCLE
INTEGRATING TECH
CENTRALIZING REVENUE DATA
AUTOMATING REPORTS
MEASURING amp
FORECASTING
Revenue Marketers vs
Activity Marketers are
25xRevenue Marketers vs
Activity Marketers are
28xRevenue Marketers vs
Activity Marketers are
32x
more likely to integrate their
tech centralize revenue data
and automate reporting
more likely to be able to forecast
marketing performance and
measure Pipeline Velocity
more likely to align with sales
on the Revenue Cycle
From embracing organizational change to integrating tech stacks centralizing data
automating reports and pushing the boundaries of audience activation Revenue
Marketers stand out from the pack
36State of Revenue Marketing Report | Heinz Marketing
What Revenue Marketers Do that Separate Them from Everybody Else
They measure to improve
not to prove
They measure and report on
volume value and velocity
(last one is key)
They integrate tech stacks
with ease (using a CDP or
other technologies)
They centralize data (using a CDP
or other technologies)
They are independent of IT and BI
teams and can answer marketing
and sales questions close to real
time even before sales
They automate their marketing
and sales enablement from fixing
and enriching data to scoring
and routing leads and accounts
to attribution and ICP and alerting
sales in real time
They use a mix of go-to-market
(GTM) strategies to optimize for
revenue (aka Hybrid ABM)
They support sales all the way
down to ClosedWon and beyond
(upsellcross-sell)
They work closely with
marketing ops
They commit to 30 or more of
actual revenue and bookings not
just pipeline
They are highly confident in their
ability to hit the revenue target
They work backwards from a
revenue goal using GQMD (Goal
Question Metric Data)
They set their target and commit
numbers early on in the quarter
and are using revenue marketing
software to forecast against it with
trending data week over week
month over month etc
37State of Revenue Marketing Report | Heinz Marketing
Revenue MarketingAssessment
APPENDIX A
Data from this report was used to create our benchmark tool
A complimentary easy self-assessment tool is available online
to help marketers benchmark their revenue marketing maturity
against peers and receive best practices and next steps to
advance their skills
38State of Revenue Marketing Report | Heinz Marketing
MARKETING CHARACTERISTICS
Activity Marketers (33) Pipeline Marketers (45) Revenue Marketers (22)
Accountable for Leads MQLs Activities Pipeline Sourced Influenced RevenueBookings
Revenue Cycle amp Goal NAFunnel Metrics
10 - 30
Funnel + Revenue Metrics
gt 30
GTM Strategy Lead Generation Demand Generation ABM Demand Hybrid ABM PQL
Team Varies Marketing Ops Marketing Ops Analyst BI
Measuring Volume Volume Value Volume Value Velocity
Reporting Past Past Present (Real-time) Past Present Future
(Forecasting)
Attribution ROI NA or First LastWeighted Multi-touch
ROI gt 15x
Algorithmic
ROI gt 2x
Tech Stack
amp Automation
Basic siloed
Basic email automation
CRM - MAP 11 Sync
native connectors
Using point tools to automate
some tasks such as emails and
nurturing
2-way API
integration (Read Write)
Using multi-step automation to fix
data enrich leads segment ideal
customers build target account
lists alert sales and more
Marketing
amp Sales Data
Siloed using spreadsheets
multiple dashboardsCRM MAP reports
One automated dashboard
for any and all revenue data
(aka Single Source of Truth)
(marketing sales product
customer success)
Marketing
amp Sales AlignmentMisaligned lsquoGot leadsrsquo Semi-aligned
Fully-aligned on one
revenue number
39State of Revenue Marketing Report | Heinz Marketing
WHATrsquoS NEXT
Improve your Revenue Marketing skills with our online self assessment tool
Find out how you stack up against your peers and uncover more insights on
marketing measurment analytics revenue attribution ROI and workflow automation
Wersquove used all the benchmarking data from this report to create an easy to use
online self assessment tool that you can use
TAKE THE ASSESSMENT
40State of Revenue Marketing Report | Heinz Marketing
Survey Demographics
241 Benchmark Survey respondents represent a cross-section
of industries company sizes roles and market focus Marketers
who work for large medium and small organizations as well as
those who focus on enterprise mid-market and small business
are all represented Additionally most respondents work in
B2B marketing operations demand generation or VPCMO
roles The responses provide a valuable cross-section of input
on the priorities challenges faced capabilities and objectives
41State of Revenue Marketing Report | Heinz Marketing
ROLE WITHIN MARKETING
205 CMO VP of Marketing
1967 Marketing Operations
1213 Demand Generation
10 C-level Executive
SIZE OF MARKETING TEAMS
36 have 1-3 people
22 have 4-5 people
15 have 6-10 people
26 have 11 or more people
TOP INDUSTRIES
44 Tech
22 Professional Services
9 Manufacturing
COMPANY SIZE
25 1-25 employees
45 26-500 employees
15 501-2500 employees
15 Over 2500 employees
MARKET SEGMENT FOCUS
18 Small Business
39 Mid-Market
42 Enterprise
42State of Revenue Marketing Report | Heinz Marketing
A Heinz Marketing Report Commissioned By CaliberMind
ABOUT HEINZ MARKETING
Heinz Marketing is a B2B marketing and sales acceleration
firm that delivers measurable revenue results Every strategy
tactic and action has a specific measured purpose Instead
of focusing on the activities we focus on the outcomes
What really matters is sales pipeline closing business and
accelerating revenue Follow us on Twitter HeinzMarketing
httpswwwheinzmarketingcom
ABOUT CALIBERMIND
CaliberMind is the leading B2B Customer Data Platform for
Revenue Marketers By bringing together data analytics
attribution and smart workflow automation CaliberMind
empowers marketing and sales teams to grow revenue
faster together FREE to try easy to buy and use and 100
UnMarTech
httpswwwcalibermindcom
All rights reserved No part of this
publication may be reproduced or
transmitted in any form or by any
means electronic or mechanical
including photocopy recording or
any information storage and retrieval
system without prior permission in
writing from the publisher
Copyright copyCaliberMind Inc 2018
19State of Revenue Marketing Report | Heinz Marketing
Measuring What Matters for Revenue Marketing Performance
03
20State of Revenue Marketing Report | Heinz Marketing
31
CH
AP
TE
R 0
3
CLEARLY DEFINED REVENUE CYCLE
Revenue
Marketers
Pipeline
Marketers
Activity
Marketers
83 54
An entire organization should align
behind the full funnel marketing stages
for driving revenue If marketing has a
flavor of stages while sales uses another
flavor inefficiencies will develop and
result in missed revenue targets
Revenue Marketers are 25x more
likely to have Clearly Defined and Documented Revenue Cycle(Revenue Marketers vs Activity Marketers)
Well-Defined and Documented
Revenue Cycle Is Key to Revenue
Marketing
21State of Revenue Marketing Report | Heinz Marketing
TOP MARKETING METRICS BY PERFORMANCE LEVEL
Activity Marketers Pipeline Marketers Revenue Marketers
01 LeadMQL Pipeline Sourced Influenced RevenueBookings
02 NA RevenueBookings Pipeline Sourced Influenced
03 NA LeadMQL LeadMQL
CH
AP
TE
R 0
3
For Revenue Marketers Revenue Metrics Are All That Matter
remains LeadMQL since at this level of
performance itrsquos hard for marketers to
measure and prove revenue impact
Revenue Marketers naturally rank
revenue metrics much higher than Lead
MQL For Lead Marketers the top metric
22State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
3
While most marketers now measure
volume (leads clicks content
downloads etc) and some measure
value (pipeline ROI etc) most Revenue
Marketers can measure and report on
Pipeline Velocity
marketers to report on how their
marketing effort impacts the high and
low points of pipeline acceleration
Pipeline velocity combines all of these
numbers in one to show if marketing
increases or decreases sales speed
This is a missed opportunity for
Revenue Marketers are 32x more
likely to Measure Pipeline Velocity(Revenue Marketers vs Activity Marketers)
The One Metric That Separates
Successful Revenue
Marketers from Everyone Else
VELOCITY=Qualified Opportunities() bull Win Rate() bull Deal Size($)
Length of Sales Cycles(days)
23State of Revenue Marketing Report | Heinz Marketing
SELECT THE METRICS YOU TRACK TO MEASURE DEMAND GENERATION PROGRAMS
CH
AP
TE
R 0
3
Inquiries Leads MQLs
Revenue
Conversion rates at each stage
Sales pipeline velocity
Number of opportunities
Time between conversion stages
Pipeline Creation
Conversion trending over time
Other (please specify)
10 30 50 70 9020 40 60 80 1000
ROI Measurement Is Key to Revenue
Marketing
C-suite executives will increasingly
demand ROI numbers on overall
marketing budget performance Itrsquos
critical for planning and adjustments
Budgets are routinely adjusted up or
down When that happens executives
want to understand the impact to the
business and right now not enough
marketers can provide the answer
Whatrsquos alarming is that
53 of marketers canrsquot measure or are unsure of their ROI
24State of Revenue Marketing Report | Heinz Marketing
Less than 1x ROI 1-2x ROI Over 2x ROI
Revenue Marketers
Pipeline Marketers
Activity Marketers NA
21
31
44
52
35
17
Revenue Marketers are 2x
more likely to have Greater ROI
With marketers who can measure ROI
returns commonly fall in the 15-2x
range That means for every marketing
dollar spent $150 to $2 of revenue is
generated As revenue accountability
grows we expect measuring ROI
performance will also grow as a
requirement because of the implications
in setting budgets
CH
AP
TE
R 0
3
25State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
3
DOES YOUR CURRENT MARKETING REPORTING AND ANALYSIS PROVIDE THE
INFORMATION YOUR EXECUTIVES BOARD AND INVESTORS EXPECT
Partially
Itrsquos a moving target Wersquore Struggling
Yes
No
Not Sure
10 30 50 70 9020 40 60 80 1000
Most alarming is that 34 of marketers
arenrsquot providing the proper analysis and
reports expected of them Perhaps they
donrsquot know whatrsquos expected of them or
the expectations change so much itrsquos a
moving target for marketers
The Big Marketing
and Business Disconnect
Marketers struggle with providing
data and analysis that executive
managers expect
Only 34 of marketers provide the data and analysis the C-suite and board expect
26State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
3
WHAT MARKETING METRICS ARE YOU CURRENTLY REPORTING TO YOUR C-SUITE
Activity-based metrics
Funnel metrics
Revenue metrics
Other (please specify)
10 30 50 70 9020 40 60 80 1000
Revenue metrics are the top metrics
reported to the C-suite These metrics
include sourced revenue opportunity
creation and pipeline velocity Funnel
metrics which include inquiries qualified
leads and conversion rates are second-
most reported to the C-suite Activity-
based metrics are still highly reported to
executives even though itrsquos difficult to
directly connect to revenue
Which marketing
metrics are you currently
reporting to your C-suite
27State of Revenue Marketing Report | Heinz Marketing
Revenue Marketing Technology and Data
04
28State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
4
Marketers Live in Spreadsheet Hell CRM and
Marketing Automation
Offer Limited Reporting
Marketers canrsquot live without
spreadsheets or slide decks even
when measuring and managing
revenue pipelines The main reasons
for using tools like Microsoft Office
Excel PowerPoint and Google Docs
is the need to compile data perform
calculations and make it
presentable and consumable for a
broader audience
CRM and marketing automation are
the third and fourth most used tools for
analytics and pipeline management
Business Intelligence is a distant fifth in
tools used
Marketing technology vendors can
innovate their analytics capabilities to
make it easier for marketers to conduct
analysis within the systems of record
Spreadsheets and slide decks will
likely always be a part of the marketing
toolset However based on
responses to this benchmark survey
itrsquos likely that disparate tools require
significant amounts of time each month
to gather analyze and communicate
data which takes marketers away from
driving revenue
WHAT TECHNOLOGIES DO YOU USE FOR MARKETING ANALYTICS AND PIPELINE MANAGEMENT
Spreadsheets (ExcelGoogle)
Customer Data Platform
PowerPoint
Data Warehouse Data Lake
CRM
Business Intelligence
Marketing Automation
Marketing Performance
Other (please specify)
10 30 50 70 9020 40 60 80 1000
29State of Revenue Marketing Report | Heinz Marketing
48 44 8
Spreadsheets CRM MAP Purpose Built
Revenue Marketers
Pipeline Marketers
Activity Marketers
21
32
45
56
34
12
Revenue Marketers are 28x more
likely to Centralize Data and Automate Reporting using purpose-built tools such as
Customer Data Platforms (Revenue Marketers vs Pipeline Marketers)
USE OF TECHNOLOGIES FOR MARKETING ANALYTICS amp PIPELINE MANAGEMENT
CH
AP
TE
R 0
4
30State of Revenue Marketing Report | Heinz Marketing
67 21 12
None Google Analytics Revenue Attribution (CaliberMind
Bizible BrightFunnel etc)
Revenue Marketers
Pipeline Marketers
Activity Marketers
6
36
30
44
64
20
USE OF ATTRIBUTION TECHNOLOGY
Attribution Adoption
Has a Long Way to Go
Response to this question included a variety of technologies and indicates
attribution adoption has a long way to go with nearly 41 of marketers not using any
attribution technology Attribution is a critical tool in measuring revenue performance
and ROI We anticipate increased requirements for marketers with attribution analysis
skills and tools usage
Revenue Marketers are 32x more
likely to use Revenue Attribution Technology (Revenue Marketers vs Demand Marketers)
CH
AP
TE
R 0
4
31State of Revenue Marketing Report | Heinz Marketing
ABM is a Go To Market
Strategy Not a Tech Category
More organizations are pursuing
ABM as a strategy each year as
confidence grows and best practices
are learned However a significant
number of organizations are pursuing
ABM programs without focused tools
and technologies This makes sense
because account-based marketing is
a strategy and process ndash more than an
individual technology platform There
are many technology vendors with ABM
solutions which can support pieces of
an overall ABM strategy This response
potentially shows that ABM solutions
have significant room for growth ndash as
long as the tools support the strategy
53 of marketers are engaged in account-based marketing (ABM) at some level
CH
AP
TE
R 0
4
32State of Revenue Marketing Report | Heinz Marketing
89 11
None ABM Tech (CaliberMind Engagio Demandbase Terminus etc)
Revenue Marketers
Pipeline Marketers
Activity Marketers
43
65
57
35
USE OF DEDICATED ABM TECHNOLOGY
Revenue Marketers
are 16x more likely to use
Account-Based-Marketing Technology (Revenue Marketers vs Pipeline Marketers)
CH
AP
TE
R 0
4
33State of Revenue Marketing Report | Heinz Marketing
01 03 05 07 0902 04 06 08 10
Siloed Marketing and Sales Data Is The Enemy of Revenue Marketing
the customer relationship management
(CRM) and marketing automation
platform (MAP) data to help them
achieve revenue objectives
Marketers are moderately confident in
their CRM and marketing systems data
Data fuels overall marketing
effectiveness Without quality data
sales pipelines will flounder simply
because there isnrsquot enough information
to focus marketing and sales efforts on
the right audience Data management is
hard and often a low priority This shows
in confidence levels marketers have in
HOW CONFIDENT ARE YOU IN THE QUALITY OF YOUR CRM AND
MARKETING DATA TO HELP ACHIEVE YOUR REVENUE OBJECTIVES
0CH
AP
TE
R 0
4
34State of Revenue Marketing Report | Heinz Marketing
What Makes Revenue Marketers Tick
LAST LOOK
35State of Revenue Marketing Report | Heinz Marketing
ALIGNING WITH SALES
ON REVENUE CYCLE
INTEGRATING TECH
CENTRALIZING REVENUE DATA
AUTOMATING REPORTS
MEASURING amp
FORECASTING
Revenue Marketers vs
Activity Marketers are
25xRevenue Marketers vs
Activity Marketers are
28xRevenue Marketers vs
Activity Marketers are
32x
more likely to integrate their
tech centralize revenue data
and automate reporting
more likely to be able to forecast
marketing performance and
measure Pipeline Velocity
more likely to align with sales
on the Revenue Cycle
From embracing organizational change to integrating tech stacks centralizing data
automating reports and pushing the boundaries of audience activation Revenue
Marketers stand out from the pack
36State of Revenue Marketing Report | Heinz Marketing
What Revenue Marketers Do that Separate Them from Everybody Else
They measure to improve
not to prove
They measure and report on
volume value and velocity
(last one is key)
They integrate tech stacks
with ease (using a CDP or
other technologies)
They centralize data (using a CDP
or other technologies)
They are independent of IT and BI
teams and can answer marketing
and sales questions close to real
time even before sales
They automate their marketing
and sales enablement from fixing
and enriching data to scoring
and routing leads and accounts
to attribution and ICP and alerting
sales in real time
They use a mix of go-to-market
(GTM) strategies to optimize for
revenue (aka Hybrid ABM)
They support sales all the way
down to ClosedWon and beyond
(upsellcross-sell)
They work closely with
marketing ops
They commit to 30 or more of
actual revenue and bookings not
just pipeline
They are highly confident in their
ability to hit the revenue target
They work backwards from a
revenue goal using GQMD (Goal
Question Metric Data)
They set their target and commit
numbers early on in the quarter
and are using revenue marketing
software to forecast against it with
trending data week over week
month over month etc
37State of Revenue Marketing Report | Heinz Marketing
Revenue MarketingAssessment
APPENDIX A
Data from this report was used to create our benchmark tool
A complimentary easy self-assessment tool is available online
to help marketers benchmark their revenue marketing maturity
against peers and receive best practices and next steps to
advance their skills
38State of Revenue Marketing Report | Heinz Marketing
MARKETING CHARACTERISTICS
Activity Marketers (33) Pipeline Marketers (45) Revenue Marketers (22)
Accountable for Leads MQLs Activities Pipeline Sourced Influenced RevenueBookings
Revenue Cycle amp Goal NAFunnel Metrics
10 - 30
Funnel + Revenue Metrics
gt 30
GTM Strategy Lead Generation Demand Generation ABM Demand Hybrid ABM PQL
Team Varies Marketing Ops Marketing Ops Analyst BI
Measuring Volume Volume Value Volume Value Velocity
Reporting Past Past Present (Real-time) Past Present Future
(Forecasting)
Attribution ROI NA or First LastWeighted Multi-touch
ROI gt 15x
Algorithmic
ROI gt 2x
Tech Stack
amp Automation
Basic siloed
Basic email automation
CRM - MAP 11 Sync
native connectors
Using point tools to automate
some tasks such as emails and
nurturing
2-way API
integration (Read Write)
Using multi-step automation to fix
data enrich leads segment ideal
customers build target account
lists alert sales and more
Marketing
amp Sales Data
Siloed using spreadsheets
multiple dashboardsCRM MAP reports
One automated dashboard
for any and all revenue data
(aka Single Source of Truth)
(marketing sales product
customer success)
Marketing
amp Sales AlignmentMisaligned lsquoGot leadsrsquo Semi-aligned
Fully-aligned on one
revenue number
39State of Revenue Marketing Report | Heinz Marketing
WHATrsquoS NEXT
Improve your Revenue Marketing skills with our online self assessment tool
Find out how you stack up against your peers and uncover more insights on
marketing measurment analytics revenue attribution ROI and workflow automation
Wersquove used all the benchmarking data from this report to create an easy to use
online self assessment tool that you can use
TAKE THE ASSESSMENT
40State of Revenue Marketing Report | Heinz Marketing
Survey Demographics
241 Benchmark Survey respondents represent a cross-section
of industries company sizes roles and market focus Marketers
who work for large medium and small organizations as well as
those who focus on enterprise mid-market and small business
are all represented Additionally most respondents work in
B2B marketing operations demand generation or VPCMO
roles The responses provide a valuable cross-section of input
on the priorities challenges faced capabilities and objectives
41State of Revenue Marketing Report | Heinz Marketing
ROLE WITHIN MARKETING
205 CMO VP of Marketing
1967 Marketing Operations
1213 Demand Generation
10 C-level Executive
SIZE OF MARKETING TEAMS
36 have 1-3 people
22 have 4-5 people
15 have 6-10 people
26 have 11 or more people
TOP INDUSTRIES
44 Tech
22 Professional Services
9 Manufacturing
COMPANY SIZE
25 1-25 employees
45 26-500 employees
15 501-2500 employees
15 Over 2500 employees
MARKET SEGMENT FOCUS
18 Small Business
39 Mid-Market
42 Enterprise
42State of Revenue Marketing Report | Heinz Marketing
A Heinz Marketing Report Commissioned By CaliberMind
ABOUT HEINZ MARKETING
Heinz Marketing is a B2B marketing and sales acceleration
firm that delivers measurable revenue results Every strategy
tactic and action has a specific measured purpose Instead
of focusing on the activities we focus on the outcomes
What really matters is sales pipeline closing business and
accelerating revenue Follow us on Twitter HeinzMarketing
httpswwwheinzmarketingcom
ABOUT CALIBERMIND
CaliberMind is the leading B2B Customer Data Platform for
Revenue Marketers By bringing together data analytics
attribution and smart workflow automation CaliberMind
empowers marketing and sales teams to grow revenue
faster together FREE to try easy to buy and use and 100
UnMarTech
httpswwwcalibermindcom
All rights reserved No part of this
publication may be reproduced or
transmitted in any form or by any
means electronic or mechanical
including photocopy recording or
any information storage and retrieval
system without prior permission in
writing from the publisher
Copyright copyCaliberMind Inc 2018
20State of Revenue Marketing Report | Heinz Marketing
31
CH
AP
TE
R 0
3
CLEARLY DEFINED REVENUE CYCLE
Revenue
Marketers
Pipeline
Marketers
Activity
Marketers
83 54
An entire organization should align
behind the full funnel marketing stages
for driving revenue If marketing has a
flavor of stages while sales uses another
flavor inefficiencies will develop and
result in missed revenue targets
Revenue Marketers are 25x more
likely to have Clearly Defined and Documented Revenue Cycle(Revenue Marketers vs Activity Marketers)
Well-Defined and Documented
Revenue Cycle Is Key to Revenue
Marketing
21State of Revenue Marketing Report | Heinz Marketing
TOP MARKETING METRICS BY PERFORMANCE LEVEL
Activity Marketers Pipeline Marketers Revenue Marketers
01 LeadMQL Pipeline Sourced Influenced RevenueBookings
02 NA RevenueBookings Pipeline Sourced Influenced
03 NA LeadMQL LeadMQL
CH
AP
TE
R 0
3
For Revenue Marketers Revenue Metrics Are All That Matter
remains LeadMQL since at this level of
performance itrsquos hard for marketers to
measure and prove revenue impact
Revenue Marketers naturally rank
revenue metrics much higher than Lead
MQL For Lead Marketers the top metric
22State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
3
While most marketers now measure
volume (leads clicks content
downloads etc) and some measure
value (pipeline ROI etc) most Revenue
Marketers can measure and report on
Pipeline Velocity
marketers to report on how their
marketing effort impacts the high and
low points of pipeline acceleration
Pipeline velocity combines all of these
numbers in one to show if marketing
increases or decreases sales speed
This is a missed opportunity for
Revenue Marketers are 32x more
likely to Measure Pipeline Velocity(Revenue Marketers vs Activity Marketers)
The One Metric That Separates
Successful Revenue
Marketers from Everyone Else
VELOCITY=Qualified Opportunities() bull Win Rate() bull Deal Size($)
Length of Sales Cycles(days)
23State of Revenue Marketing Report | Heinz Marketing
SELECT THE METRICS YOU TRACK TO MEASURE DEMAND GENERATION PROGRAMS
CH
AP
TE
R 0
3
Inquiries Leads MQLs
Revenue
Conversion rates at each stage
Sales pipeline velocity
Number of opportunities
Time between conversion stages
Pipeline Creation
Conversion trending over time
Other (please specify)
10 30 50 70 9020 40 60 80 1000
ROI Measurement Is Key to Revenue
Marketing
C-suite executives will increasingly
demand ROI numbers on overall
marketing budget performance Itrsquos
critical for planning and adjustments
Budgets are routinely adjusted up or
down When that happens executives
want to understand the impact to the
business and right now not enough
marketers can provide the answer
Whatrsquos alarming is that
53 of marketers canrsquot measure or are unsure of their ROI
24State of Revenue Marketing Report | Heinz Marketing
Less than 1x ROI 1-2x ROI Over 2x ROI
Revenue Marketers
Pipeline Marketers
Activity Marketers NA
21
31
44
52
35
17
Revenue Marketers are 2x
more likely to have Greater ROI
With marketers who can measure ROI
returns commonly fall in the 15-2x
range That means for every marketing
dollar spent $150 to $2 of revenue is
generated As revenue accountability
grows we expect measuring ROI
performance will also grow as a
requirement because of the implications
in setting budgets
CH
AP
TE
R 0
3
25State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
3
DOES YOUR CURRENT MARKETING REPORTING AND ANALYSIS PROVIDE THE
INFORMATION YOUR EXECUTIVES BOARD AND INVESTORS EXPECT
Partially
Itrsquos a moving target Wersquore Struggling
Yes
No
Not Sure
10 30 50 70 9020 40 60 80 1000
Most alarming is that 34 of marketers
arenrsquot providing the proper analysis and
reports expected of them Perhaps they
donrsquot know whatrsquos expected of them or
the expectations change so much itrsquos a
moving target for marketers
The Big Marketing
and Business Disconnect
Marketers struggle with providing
data and analysis that executive
managers expect
Only 34 of marketers provide the data and analysis the C-suite and board expect
26State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
3
WHAT MARKETING METRICS ARE YOU CURRENTLY REPORTING TO YOUR C-SUITE
Activity-based metrics
Funnel metrics
Revenue metrics
Other (please specify)
10 30 50 70 9020 40 60 80 1000
Revenue metrics are the top metrics
reported to the C-suite These metrics
include sourced revenue opportunity
creation and pipeline velocity Funnel
metrics which include inquiries qualified
leads and conversion rates are second-
most reported to the C-suite Activity-
based metrics are still highly reported to
executives even though itrsquos difficult to
directly connect to revenue
Which marketing
metrics are you currently
reporting to your C-suite
27State of Revenue Marketing Report | Heinz Marketing
Revenue Marketing Technology and Data
04
28State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
4
Marketers Live in Spreadsheet Hell CRM and
Marketing Automation
Offer Limited Reporting
Marketers canrsquot live without
spreadsheets or slide decks even
when measuring and managing
revenue pipelines The main reasons
for using tools like Microsoft Office
Excel PowerPoint and Google Docs
is the need to compile data perform
calculations and make it
presentable and consumable for a
broader audience
CRM and marketing automation are
the third and fourth most used tools for
analytics and pipeline management
Business Intelligence is a distant fifth in
tools used
Marketing technology vendors can
innovate their analytics capabilities to
make it easier for marketers to conduct
analysis within the systems of record
Spreadsheets and slide decks will
likely always be a part of the marketing
toolset However based on
responses to this benchmark survey
itrsquos likely that disparate tools require
significant amounts of time each month
to gather analyze and communicate
data which takes marketers away from
driving revenue
WHAT TECHNOLOGIES DO YOU USE FOR MARKETING ANALYTICS AND PIPELINE MANAGEMENT
Spreadsheets (ExcelGoogle)
Customer Data Platform
PowerPoint
Data Warehouse Data Lake
CRM
Business Intelligence
Marketing Automation
Marketing Performance
Other (please specify)
10 30 50 70 9020 40 60 80 1000
29State of Revenue Marketing Report | Heinz Marketing
48 44 8
Spreadsheets CRM MAP Purpose Built
Revenue Marketers
Pipeline Marketers
Activity Marketers
21
32
45
56
34
12
Revenue Marketers are 28x more
likely to Centralize Data and Automate Reporting using purpose-built tools such as
Customer Data Platforms (Revenue Marketers vs Pipeline Marketers)
USE OF TECHNOLOGIES FOR MARKETING ANALYTICS amp PIPELINE MANAGEMENT
CH
AP
TE
R 0
4
30State of Revenue Marketing Report | Heinz Marketing
67 21 12
None Google Analytics Revenue Attribution (CaliberMind
Bizible BrightFunnel etc)
Revenue Marketers
Pipeline Marketers
Activity Marketers
6
36
30
44
64
20
USE OF ATTRIBUTION TECHNOLOGY
Attribution Adoption
Has a Long Way to Go
Response to this question included a variety of technologies and indicates
attribution adoption has a long way to go with nearly 41 of marketers not using any
attribution technology Attribution is a critical tool in measuring revenue performance
and ROI We anticipate increased requirements for marketers with attribution analysis
skills and tools usage
Revenue Marketers are 32x more
likely to use Revenue Attribution Technology (Revenue Marketers vs Demand Marketers)
CH
AP
TE
R 0
4
31State of Revenue Marketing Report | Heinz Marketing
ABM is a Go To Market
Strategy Not a Tech Category
More organizations are pursuing
ABM as a strategy each year as
confidence grows and best practices
are learned However a significant
number of organizations are pursuing
ABM programs without focused tools
and technologies This makes sense
because account-based marketing is
a strategy and process ndash more than an
individual technology platform There
are many technology vendors with ABM
solutions which can support pieces of
an overall ABM strategy This response
potentially shows that ABM solutions
have significant room for growth ndash as
long as the tools support the strategy
53 of marketers are engaged in account-based marketing (ABM) at some level
CH
AP
TE
R 0
4
32State of Revenue Marketing Report | Heinz Marketing
89 11
None ABM Tech (CaliberMind Engagio Demandbase Terminus etc)
Revenue Marketers
Pipeline Marketers
Activity Marketers
43
65
57
35
USE OF DEDICATED ABM TECHNOLOGY
Revenue Marketers
are 16x more likely to use
Account-Based-Marketing Technology (Revenue Marketers vs Pipeline Marketers)
CH
AP
TE
R 0
4
33State of Revenue Marketing Report | Heinz Marketing
01 03 05 07 0902 04 06 08 10
Siloed Marketing and Sales Data Is The Enemy of Revenue Marketing
the customer relationship management
(CRM) and marketing automation
platform (MAP) data to help them
achieve revenue objectives
Marketers are moderately confident in
their CRM and marketing systems data
Data fuels overall marketing
effectiveness Without quality data
sales pipelines will flounder simply
because there isnrsquot enough information
to focus marketing and sales efforts on
the right audience Data management is
hard and often a low priority This shows
in confidence levels marketers have in
HOW CONFIDENT ARE YOU IN THE QUALITY OF YOUR CRM AND
MARKETING DATA TO HELP ACHIEVE YOUR REVENUE OBJECTIVES
0CH
AP
TE
R 0
4
34State of Revenue Marketing Report | Heinz Marketing
What Makes Revenue Marketers Tick
LAST LOOK
35State of Revenue Marketing Report | Heinz Marketing
ALIGNING WITH SALES
ON REVENUE CYCLE
INTEGRATING TECH
CENTRALIZING REVENUE DATA
AUTOMATING REPORTS
MEASURING amp
FORECASTING
Revenue Marketers vs
Activity Marketers are
25xRevenue Marketers vs
Activity Marketers are
28xRevenue Marketers vs
Activity Marketers are
32x
more likely to integrate their
tech centralize revenue data
and automate reporting
more likely to be able to forecast
marketing performance and
measure Pipeline Velocity
more likely to align with sales
on the Revenue Cycle
From embracing organizational change to integrating tech stacks centralizing data
automating reports and pushing the boundaries of audience activation Revenue
Marketers stand out from the pack
36State of Revenue Marketing Report | Heinz Marketing
What Revenue Marketers Do that Separate Them from Everybody Else
They measure to improve
not to prove
They measure and report on
volume value and velocity
(last one is key)
They integrate tech stacks
with ease (using a CDP or
other technologies)
They centralize data (using a CDP
or other technologies)
They are independent of IT and BI
teams and can answer marketing
and sales questions close to real
time even before sales
They automate their marketing
and sales enablement from fixing
and enriching data to scoring
and routing leads and accounts
to attribution and ICP and alerting
sales in real time
They use a mix of go-to-market
(GTM) strategies to optimize for
revenue (aka Hybrid ABM)
They support sales all the way
down to ClosedWon and beyond
(upsellcross-sell)
They work closely with
marketing ops
They commit to 30 or more of
actual revenue and bookings not
just pipeline
They are highly confident in their
ability to hit the revenue target
They work backwards from a
revenue goal using GQMD (Goal
Question Metric Data)
They set their target and commit
numbers early on in the quarter
and are using revenue marketing
software to forecast against it with
trending data week over week
month over month etc
37State of Revenue Marketing Report | Heinz Marketing
Revenue MarketingAssessment
APPENDIX A
Data from this report was used to create our benchmark tool
A complimentary easy self-assessment tool is available online
to help marketers benchmark their revenue marketing maturity
against peers and receive best practices and next steps to
advance their skills
38State of Revenue Marketing Report | Heinz Marketing
MARKETING CHARACTERISTICS
Activity Marketers (33) Pipeline Marketers (45) Revenue Marketers (22)
Accountable for Leads MQLs Activities Pipeline Sourced Influenced RevenueBookings
Revenue Cycle amp Goal NAFunnel Metrics
10 - 30
Funnel + Revenue Metrics
gt 30
GTM Strategy Lead Generation Demand Generation ABM Demand Hybrid ABM PQL
Team Varies Marketing Ops Marketing Ops Analyst BI
Measuring Volume Volume Value Volume Value Velocity
Reporting Past Past Present (Real-time) Past Present Future
(Forecasting)
Attribution ROI NA or First LastWeighted Multi-touch
ROI gt 15x
Algorithmic
ROI gt 2x
Tech Stack
amp Automation
Basic siloed
Basic email automation
CRM - MAP 11 Sync
native connectors
Using point tools to automate
some tasks such as emails and
nurturing
2-way API
integration (Read Write)
Using multi-step automation to fix
data enrich leads segment ideal
customers build target account
lists alert sales and more
Marketing
amp Sales Data
Siloed using spreadsheets
multiple dashboardsCRM MAP reports
One automated dashboard
for any and all revenue data
(aka Single Source of Truth)
(marketing sales product
customer success)
Marketing
amp Sales AlignmentMisaligned lsquoGot leadsrsquo Semi-aligned
Fully-aligned on one
revenue number
39State of Revenue Marketing Report | Heinz Marketing
WHATrsquoS NEXT
Improve your Revenue Marketing skills with our online self assessment tool
Find out how you stack up against your peers and uncover more insights on
marketing measurment analytics revenue attribution ROI and workflow automation
Wersquove used all the benchmarking data from this report to create an easy to use
online self assessment tool that you can use
TAKE THE ASSESSMENT
40State of Revenue Marketing Report | Heinz Marketing
Survey Demographics
241 Benchmark Survey respondents represent a cross-section
of industries company sizes roles and market focus Marketers
who work for large medium and small organizations as well as
those who focus on enterprise mid-market and small business
are all represented Additionally most respondents work in
B2B marketing operations demand generation or VPCMO
roles The responses provide a valuable cross-section of input
on the priorities challenges faced capabilities and objectives
41State of Revenue Marketing Report | Heinz Marketing
ROLE WITHIN MARKETING
205 CMO VP of Marketing
1967 Marketing Operations
1213 Demand Generation
10 C-level Executive
SIZE OF MARKETING TEAMS
36 have 1-3 people
22 have 4-5 people
15 have 6-10 people
26 have 11 or more people
TOP INDUSTRIES
44 Tech
22 Professional Services
9 Manufacturing
COMPANY SIZE
25 1-25 employees
45 26-500 employees
15 501-2500 employees
15 Over 2500 employees
MARKET SEGMENT FOCUS
18 Small Business
39 Mid-Market
42 Enterprise
42State of Revenue Marketing Report | Heinz Marketing
A Heinz Marketing Report Commissioned By CaliberMind
ABOUT HEINZ MARKETING
Heinz Marketing is a B2B marketing and sales acceleration
firm that delivers measurable revenue results Every strategy
tactic and action has a specific measured purpose Instead
of focusing on the activities we focus on the outcomes
What really matters is sales pipeline closing business and
accelerating revenue Follow us on Twitter HeinzMarketing
httpswwwheinzmarketingcom
ABOUT CALIBERMIND
CaliberMind is the leading B2B Customer Data Platform for
Revenue Marketers By bringing together data analytics
attribution and smart workflow automation CaliberMind
empowers marketing and sales teams to grow revenue
faster together FREE to try easy to buy and use and 100
UnMarTech
httpswwwcalibermindcom
All rights reserved No part of this
publication may be reproduced or
transmitted in any form or by any
means electronic or mechanical
including photocopy recording or
any information storage and retrieval
system without prior permission in
writing from the publisher
Copyright copyCaliberMind Inc 2018
21State of Revenue Marketing Report | Heinz Marketing
TOP MARKETING METRICS BY PERFORMANCE LEVEL
Activity Marketers Pipeline Marketers Revenue Marketers
01 LeadMQL Pipeline Sourced Influenced RevenueBookings
02 NA RevenueBookings Pipeline Sourced Influenced
03 NA LeadMQL LeadMQL
CH
AP
TE
R 0
3
For Revenue Marketers Revenue Metrics Are All That Matter
remains LeadMQL since at this level of
performance itrsquos hard for marketers to
measure and prove revenue impact
Revenue Marketers naturally rank
revenue metrics much higher than Lead
MQL For Lead Marketers the top metric
22State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
3
While most marketers now measure
volume (leads clicks content
downloads etc) and some measure
value (pipeline ROI etc) most Revenue
Marketers can measure and report on
Pipeline Velocity
marketers to report on how their
marketing effort impacts the high and
low points of pipeline acceleration
Pipeline velocity combines all of these
numbers in one to show if marketing
increases or decreases sales speed
This is a missed opportunity for
Revenue Marketers are 32x more
likely to Measure Pipeline Velocity(Revenue Marketers vs Activity Marketers)
The One Metric That Separates
Successful Revenue
Marketers from Everyone Else
VELOCITY=Qualified Opportunities() bull Win Rate() bull Deal Size($)
Length of Sales Cycles(days)
23State of Revenue Marketing Report | Heinz Marketing
SELECT THE METRICS YOU TRACK TO MEASURE DEMAND GENERATION PROGRAMS
CH
AP
TE
R 0
3
Inquiries Leads MQLs
Revenue
Conversion rates at each stage
Sales pipeline velocity
Number of opportunities
Time between conversion stages
Pipeline Creation
Conversion trending over time
Other (please specify)
10 30 50 70 9020 40 60 80 1000
ROI Measurement Is Key to Revenue
Marketing
C-suite executives will increasingly
demand ROI numbers on overall
marketing budget performance Itrsquos
critical for planning and adjustments
Budgets are routinely adjusted up or
down When that happens executives
want to understand the impact to the
business and right now not enough
marketers can provide the answer
Whatrsquos alarming is that
53 of marketers canrsquot measure or are unsure of their ROI
24State of Revenue Marketing Report | Heinz Marketing
Less than 1x ROI 1-2x ROI Over 2x ROI
Revenue Marketers
Pipeline Marketers
Activity Marketers NA
21
31
44
52
35
17
Revenue Marketers are 2x
more likely to have Greater ROI
With marketers who can measure ROI
returns commonly fall in the 15-2x
range That means for every marketing
dollar spent $150 to $2 of revenue is
generated As revenue accountability
grows we expect measuring ROI
performance will also grow as a
requirement because of the implications
in setting budgets
CH
AP
TE
R 0
3
25State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
3
DOES YOUR CURRENT MARKETING REPORTING AND ANALYSIS PROVIDE THE
INFORMATION YOUR EXECUTIVES BOARD AND INVESTORS EXPECT
Partially
Itrsquos a moving target Wersquore Struggling
Yes
No
Not Sure
10 30 50 70 9020 40 60 80 1000
Most alarming is that 34 of marketers
arenrsquot providing the proper analysis and
reports expected of them Perhaps they
donrsquot know whatrsquos expected of them or
the expectations change so much itrsquos a
moving target for marketers
The Big Marketing
and Business Disconnect
Marketers struggle with providing
data and analysis that executive
managers expect
Only 34 of marketers provide the data and analysis the C-suite and board expect
26State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
3
WHAT MARKETING METRICS ARE YOU CURRENTLY REPORTING TO YOUR C-SUITE
Activity-based metrics
Funnel metrics
Revenue metrics
Other (please specify)
10 30 50 70 9020 40 60 80 1000
Revenue metrics are the top metrics
reported to the C-suite These metrics
include sourced revenue opportunity
creation and pipeline velocity Funnel
metrics which include inquiries qualified
leads and conversion rates are second-
most reported to the C-suite Activity-
based metrics are still highly reported to
executives even though itrsquos difficult to
directly connect to revenue
Which marketing
metrics are you currently
reporting to your C-suite
27State of Revenue Marketing Report | Heinz Marketing
Revenue Marketing Technology and Data
04
28State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
4
Marketers Live in Spreadsheet Hell CRM and
Marketing Automation
Offer Limited Reporting
Marketers canrsquot live without
spreadsheets or slide decks even
when measuring and managing
revenue pipelines The main reasons
for using tools like Microsoft Office
Excel PowerPoint and Google Docs
is the need to compile data perform
calculations and make it
presentable and consumable for a
broader audience
CRM and marketing automation are
the third and fourth most used tools for
analytics and pipeline management
Business Intelligence is a distant fifth in
tools used
Marketing technology vendors can
innovate their analytics capabilities to
make it easier for marketers to conduct
analysis within the systems of record
Spreadsheets and slide decks will
likely always be a part of the marketing
toolset However based on
responses to this benchmark survey
itrsquos likely that disparate tools require
significant amounts of time each month
to gather analyze and communicate
data which takes marketers away from
driving revenue
WHAT TECHNOLOGIES DO YOU USE FOR MARKETING ANALYTICS AND PIPELINE MANAGEMENT
Spreadsheets (ExcelGoogle)
Customer Data Platform
PowerPoint
Data Warehouse Data Lake
CRM
Business Intelligence
Marketing Automation
Marketing Performance
Other (please specify)
10 30 50 70 9020 40 60 80 1000
29State of Revenue Marketing Report | Heinz Marketing
48 44 8
Spreadsheets CRM MAP Purpose Built
Revenue Marketers
Pipeline Marketers
Activity Marketers
21
32
45
56
34
12
Revenue Marketers are 28x more
likely to Centralize Data and Automate Reporting using purpose-built tools such as
Customer Data Platforms (Revenue Marketers vs Pipeline Marketers)
USE OF TECHNOLOGIES FOR MARKETING ANALYTICS amp PIPELINE MANAGEMENT
CH
AP
TE
R 0
4
30State of Revenue Marketing Report | Heinz Marketing
67 21 12
None Google Analytics Revenue Attribution (CaliberMind
Bizible BrightFunnel etc)
Revenue Marketers
Pipeline Marketers
Activity Marketers
6
36
30
44
64
20
USE OF ATTRIBUTION TECHNOLOGY
Attribution Adoption
Has a Long Way to Go
Response to this question included a variety of technologies and indicates
attribution adoption has a long way to go with nearly 41 of marketers not using any
attribution technology Attribution is a critical tool in measuring revenue performance
and ROI We anticipate increased requirements for marketers with attribution analysis
skills and tools usage
Revenue Marketers are 32x more
likely to use Revenue Attribution Technology (Revenue Marketers vs Demand Marketers)
CH
AP
TE
R 0
4
31State of Revenue Marketing Report | Heinz Marketing
ABM is a Go To Market
Strategy Not a Tech Category
More organizations are pursuing
ABM as a strategy each year as
confidence grows and best practices
are learned However a significant
number of organizations are pursuing
ABM programs without focused tools
and technologies This makes sense
because account-based marketing is
a strategy and process ndash more than an
individual technology platform There
are many technology vendors with ABM
solutions which can support pieces of
an overall ABM strategy This response
potentially shows that ABM solutions
have significant room for growth ndash as
long as the tools support the strategy
53 of marketers are engaged in account-based marketing (ABM) at some level
CH
AP
TE
R 0
4
32State of Revenue Marketing Report | Heinz Marketing
89 11
None ABM Tech (CaliberMind Engagio Demandbase Terminus etc)
Revenue Marketers
Pipeline Marketers
Activity Marketers
43
65
57
35
USE OF DEDICATED ABM TECHNOLOGY
Revenue Marketers
are 16x more likely to use
Account-Based-Marketing Technology (Revenue Marketers vs Pipeline Marketers)
CH
AP
TE
R 0
4
33State of Revenue Marketing Report | Heinz Marketing
01 03 05 07 0902 04 06 08 10
Siloed Marketing and Sales Data Is The Enemy of Revenue Marketing
the customer relationship management
(CRM) and marketing automation
platform (MAP) data to help them
achieve revenue objectives
Marketers are moderately confident in
their CRM and marketing systems data
Data fuels overall marketing
effectiveness Without quality data
sales pipelines will flounder simply
because there isnrsquot enough information
to focus marketing and sales efforts on
the right audience Data management is
hard and often a low priority This shows
in confidence levels marketers have in
HOW CONFIDENT ARE YOU IN THE QUALITY OF YOUR CRM AND
MARKETING DATA TO HELP ACHIEVE YOUR REVENUE OBJECTIVES
0CH
AP
TE
R 0
4
34State of Revenue Marketing Report | Heinz Marketing
What Makes Revenue Marketers Tick
LAST LOOK
35State of Revenue Marketing Report | Heinz Marketing
ALIGNING WITH SALES
ON REVENUE CYCLE
INTEGRATING TECH
CENTRALIZING REVENUE DATA
AUTOMATING REPORTS
MEASURING amp
FORECASTING
Revenue Marketers vs
Activity Marketers are
25xRevenue Marketers vs
Activity Marketers are
28xRevenue Marketers vs
Activity Marketers are
32x
more likely to integrate their
tech centralize revenue data
and automate reporting
more likely to be able to forecast
marketing performance and
measure Pipeline Velocity
more likely to align with sales
on the Revenue Cycle
From embracing organizational change to integrating tech stacks centralizing data
automating reports and pushing the boundaries of audience activation Revenue
Marketers stand out from the pack
36State of Revenue Marketing Report | Heinz Marketing
What Revenue Marketers Do that Separate Them from Everybody Else
They measure to improve
not to prove
They measure and report on
volume value and velocity
(last one is key)
They integrate tech stacks
with ease (using a CDP or
other technologies)
They centralize data (using a CDP
or other technologies)
They are independent of IT and BI
teams and can answer marketing
and sales questions close to real
time even before sales
They automate their marketing
and sales enablement from fixing
and enriching data to scoring
and routing leads and accounts
to attribution and ICP and alerting
sales in real time
They use a mix of go-to-market
(GTM) strategies to optimize for
revenue (aka Hybrid ABM)
They support sales all the way
down to ClosedWon and beyond
(upsellcross-sell)
They work closely with
marketing ops
They commit to 30 or more of
actual revenue and bookings not
just pipeline
They are highly confident in their
ability to hit the revenue target
They work backwards from a
revenue goal using GQMD (Goal
Question Metric Data)
They set their target and commit
numbers early on in the quarter
and are using revenue marketing
software to forecast against it with
trending data week over week
month over month etc
37State of Revenue Marketing Report | Heinz Marketing
Revenue MarketingAssessment
APPENDIX A
Data from this report was used to create our benchmark tool
A complimentary easy self-assessment tool is available online
to help marketers benchmark their revenue marketing maturity
against peers and receive best practices and next steps to
advance their skills
38State of Revenue Marketing Report | Heinz Marketing
MARKETING CHARACTERISTICS
Activity Marketers (33) Pipeline Marketers (45) Revenue Marketers (22)
Accountable for Leads MQLs Activities Pipeline Sourced Influenced RevenueBookings
Revenue Cycle amp Goal NAFunnel Metrics
10 - 30
Funnel + Revenue Metrics
gt 30
GTM Strategy Lead Generation Demand Generation ABM Demand Hybrid ABM PQL
Team Varies Marketing Ops Marketing Ops Analyst BI
Measuring Volume Volume Value Volume Value Velocity
Reporting Past Past Present (Real-time) Past Present Future
(Forecasting)
Attribution ROI NA or First LastWeighted Multi-touch
ROI gt 15x
Algorithmic
ROI gt 2x
Tech Stack
amp Automation
Basic siloed
Basic email automation
CRM - MAP 11 Sync
native connectors
Using point tools to automate
some tasks such as emails and
nurturing
2-way API
integration (Read Write)
Using multi-step automation to fix
data enrich leads segment ideal
customers build target account
lists alert sales and more
Marketing
amp Sales Data
Siloed using spreadsheets
multiple dashboardsCRM MAP reports
One automated dashboard
for any and all revenue data
(aka Single Source of Truth)
(marketing sales product
customer success)
Marketing
amp Sales AlignmentMisaligned lsquoGot leadsrsquo Semi-aligned
Fully-aligned on one
revenue number
39State of Revenue Marketing Report | Heinz Marketing
WHATrsquoS NEXT
Improve your Revenue Marketing skills with our online self assessment tool
Find out how you stack up against your peers and uncover more insights on
marketing measurment analytics revenue attribution ROI and workflow automation
Wersquove used all the benchmarking data from this report to create an easy to use
online self assessment tool that you can use
TAKE THE ASSESSMENT
40State of Revenue Marketing Report | Heinz Marketing
Survey Demographics
241 Benchmark Survey respondents represent a cross-section
of industries company sizes roles and market focus Marketers
who work for large medium and small organizations as well as
those who focus on enterprise mid-market and small business
are all represented Additionally most respondents work in
B2B marketing operations demand generation or VPCMO
roles The responses provide a valuable cross-section of input
on the priorities challenges faced capabilities and objectives
41State of Revenue Marketing Report | Heinz Marketing
ROLE WITHIN MARKETING
205 CMO VP of Marketing
1967 Marketing Operations
1213 Demand Generation
10 C-level Executive
SIZE OF MARKETING TEAMS
36 have 1-3 people
22 have 4-5 people
15 have 6-10 people
26 have 11 or more people
TOP INDUSTRIES
44 Tech
22 Professional Services
9 Manufacturing
COMPANY SIZE
25 1-25 employees
45 26-500 employees
15 501-2500 employees
15 Over 2500 employees
MARKET SEGMENT FOCUS
18 Small Business
39 Mid-Market
42 Enterprise
42State of Revenue Marketing Report | Heinz Marketing
A Heinz Marketing Report Commissioned By CaliberMind
ABOUT HEINZ MARKETING
Heinz Marketing is a B2B marketing and sales acceleration
firm that delivers measurable revenue results Every strategy
tactic and action has a specific measured purpose Instead
of focusing on the activities we focus on the outcomes
What really matters is sales pipeline closing business and
accelerating revenue Follow us on Twitter HeinzMarketing
httpswwwheinzmarketingcom
ABOUT CALIBERMIND
CaliberMind is the leading B2B Customer Data Platform for
Revenue Marketers By bringing together data analytics
attribution and smart workflow automation CaliberMind
empowers marketing and sales teams to grow revenue
faster together FREE to try easy to buy and use and 100
UnMarTech
httpswwwcalibermindcom
All rights reserved No part of this
publication may be reproduced or
transmitted in any form or by any
means electronic or mechanical
including photocopy recording or
any information storage and retrieval
system without prior permission in
writing from the publisher
Copyright copyCaliberMind Inc 2018
22State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
3
While most marketers now measure
volume (leads clicks content
downloads etc) and some measure
value (pipeline ROI etc) most Revenue
Marketers can measure and report on
Pipeline Velocity
marketers to report on how their
marketing effort impacts the high and
low points of pipeline acceleration
Pipeline velocity combines all of these
numbers in one to show if marketing
increases or decreases sales speed
This is a missed opportunity for
Revenue Marketers are 32x more
likely to Measure Pipeline Velocity(Revenue Marketers vs Activity Marketers)
The One Metric That Separates
Successful Revenue
Marketers from Everyone Else
VELOCITY=Qualified Opportunities() bull Win Rate() bull Deal Size($)
Length of Sales Cycles(days)
23State of Revenue Marketing Report | Heinz Marketing
SELECT THE METRICS YOU TRACK TO MEASURE DEMAND GENERATION PROGRAMS
CH
AP
TE
R 0
3
Inquiries Leads MQLs
Revenue
Conversion rates at each stage
Sales pipeline velocity
Number of opportunities
Time between conversion stages
Pipeline Creation
Conversion trending over time
Other (please specify)
10 30 50 70 9020 40 60 80 1000
ROI Measurement Is Key to Revenue
Marketing
C-suite executives will increasingly
demand ROI numbers on overall
marketing budget performance Itrsquos
critical for planning and adjustments
Budgets are routinely adjusted up or
down When that happens executives
want to understand the impact to the
business and right now not enough
marketers can provide the answer
Whatrsquos alarming is that
53 of marketers canrsquot measure or are unsure of their ROI
24State of Revenue Marketing Report | Heinz Marketing
Less than 1x ROI 1-2x ROI Over 2x ROI
Revenue Marketers
Pipeline Marketers
Activity Marketers NA
21
31
44
52
35
17
Revenue Marketers are 2x
more likely to have Greater ROI
With marketers who can measure ROI
returns commonly fall in the 15-2x
range That means for every marketing
dollar spent $150 to $2 of revenue is
generated As revenue accountability
grows we expect measuring ROI
performance will also grow as a
requirement because of the implications
in setting budgets
CH
AP
TE
R 0
3
25State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
3
DOES YOUR CURRENT MARKETING REPORTING AND ANALYSIS PROVIDE THE
INFORMATION YOUR EXECUTIVES BOARD AND INVESTORS EXPECT
Partially
Itrsquos a moving target Wersquore Struggling
Yes
No
Not Sure
10 30 50 70 9020 40 60 80 1000
Most alarming is that 34 of marketers
arenrsquot providing the proper analysis and
reports expected of them Perhaps they
donrsquot know whatrsquos expected of them or
the expectations change so much itrsquos a
moving target for marketers
The Big Marketing
and Business Disconnect
Marketers struggle with providing
data and analysis that executive
managers expect
Only 34 of marketers provide the data and analysis the C-suite and board expect
26State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
3
WHAT MARKETING METRICS ARE YOU CURRENTLY REPORTING TO YOUR C-SUITE
Activity-based metrics
Funnel metrics
Revenue metrics
Other (please specify)
10 30 50 70 9020 40 60 80 1000
Revenue metrics are the top metrics
reported to the C-suite These metrics
include sourced revenue opportunity
creation and pipeline velocity Funnel
metrics which include inquiries qualified
leads and conversion rates are second-
most reported to the C-suite Activity-
based metrics are still highly reported to
executives even though itrsquos difficult to
directly connect to revenue
Which marketing
metrics are you currently
reporting to your C-suite
27State of Revenue Marketing Report | Heinz Marketing
Revenue Marketing Technology and Data
04
28State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
4
Marketers Live in Spreadsheet Hell CRM and
Marketing Automation
Offer Limited Reporting
Marketers canrsquot live without
spreadsheets or slide decks even
when measuring and managing
revenue pipelines The main reasons
for using tools like Microsoft Office
Excel PowerPoint and Google Docs
is the need to compile data perform
calculations and make it
presentable and consumable for a
broader audience
CRM and marketing automation are
the third and fourth most used tools for
analytics and pipeline management
Business Intelligence is a distant fifth in
tools used
Marketing technology vendors can
innovate their analytics capabilities to
make it easier for marketers to conduct
analysis within the systems of record
Spreadsheets and slide decks will
likely always be a part of the marketing
toolset However based on
responses to this benchmark survey
itrsquos likely that disparate tools require
significant amounts of time each month
to gather analyze and communicate
data which takes marketers away from
driving revenue
WHAT TECHNOLOGIES DO YOU USE FOR MARKETING ANALYTICS AND PIPELINE MANAGEMENT
Spreadsheets (ExcelGoogle)
Customer Data Platform
PowerPoint
Data Warehouse Data Lake
CRM
Business Intelligence
Marketing Automation
Marketing Performance
Other (please specify)
10 30 50 70 9020 40 60 80 1000
29State of Revenue Marketing Report | Heinz Marketing
48 44 8
Spreadsheets CRM MAP Purpose Built
Revenue Marketers
Pipeline Marketers
Activity Marketers
21
32
45
56
34
12
Revenue Marketers are 28x more
likely to Centralize Data and Automate Reporting using purpose-built tools such as
Customer Data Platforms (Revenue Marketers vs Pipeline Marketers)
USE OF TECHNOLOGIES FOR MARKETING ANALYTICS amp PIPELINE MANAGEMENT
CH
AP
TE
R 0
4
30State of Revenue Marketing Report | Heinz Marketing
67 21 12
None Google Analytics Revenue Attribution (CaliberMind
Bizible BrightFunnel etc)
Revenue Marketers
Pipeline Marketers
Activity Marketers
6
36
30
44
64
20
USE OF ATTRIBUTION TECHNOLOGY
Attribution Adoption
Has a Long Way to Go
Response to this question included a variety of technologies and indicates
attribution adoption has a long way to go with nearly 41 of marketers not using any
attribution technology Attribution is a critical tool in measuring revenue performance
and ROI We anticipate increased requirements for marketers with attribution analysis
skills and tools usage
Revenue Marketers are 32x more
likely to use Revenue Attribution Technology (Revenue Marketers vs Demand Marketers)
CH
AP
TE
R 0
4
31State of Revenue Marketing Report | Heinz Marketing
ABM is a Go To Market
Strategy Not a Tech Category
More organizations are pursuing
ABM as a strategy each year as
confidence grows and best practices
are learned However a significant
number of organizations are pursuing
ABM programs without focused tools
and technologies This makes sense
because account-based marketing is
a strategy and process ndash more than an
individual technology platform There
are many technology vendors with ABM
solutions which can support pieces of
an overall ABM strategy This response
potentially shows that ABM solutions
have significant room for growth ndash as
long as the tools support the strategy
53 of marketers are engaged in account-based marketing (ABM) at some level
CH
AP
TE
R 0
4
32State of Revenue Marketing Report | Heinz Marketing
89 11
None ABM Tech (CaliberMind Engagio Demandbase Terminus etc)
Revenue Marketers
Pipeline Marketers
Activity Marketers
43
65
57
35
USE OF DEDICATED ABM TECHNOLOGY
Revenue Marketers
are 16x more likely to use
Account-Based-Marketing Technology (Revenue Marketers vs Pipeline Marketers)
CH
AP
TE
R 0
4
33State of Revenue Marketing Report | Heinz Marketing
01 03 05 07 0902 04 06 08 10
Siloed Marketing and Sales Data Is The Enemy of Revenue Marketing
the customer relationship management
(CRM) and marketing automation
platform (MAP) data to help them
achieve revenue objectives
Marketers are moderately confident in
their CRM and marketing systems data
Data fuels overall marketing
effectiveness Without quality data
sales pipelines will flounder simply
because there isnrsquot enough information
to focus marketing and sales efforts on
the right audience Data management is
hard and often a low priority This shows
in confidence levels marketers have in
HOW CONFIDENT ARE YOU IN THE QUALITY OF YOUR CRM AND
MARKETING DATA TO HELP ACHIEVE YOUR REVENUE OBJECTIVES
0CH
AP
TE
R 0
4
34State of Revenue Marketing Report | Heinz Marketing
What Makes Revenue Marketers Tick
LAST LOOK
35State of Revenue Marketing Report | Heinz Marketing
ALIGNING WITH SALES
ON REVENUE CYCLE
INTEGRATING TECH
CENTRALIZING REVENUE DATA
AUTOMATING REPORTS
MEASURING amp
FORECASTING
Revenue Marketers vs
Activity Marketers are
25xRevenue Marketers vs
Activity Marketers are
28xRevenue Marketers vs
Activity Marketers are
32x
more likely to integrate their
tech centralize revenue data
and automate reporting
more likely to be able to forecast
marketing performance and
measure Pipeline Velocity
more likely to align with sales
on the Revenue Cycle
From embracing organizational change to integrating tech stacks centralizing data
automating reports and pushing the boundaries of audience activation Revenue
Marketers stand out from the pack
36State of Revenue Marketing Report | Heinz Marketing
What Revenue Marketers Do that Separate Them from Everybody Else
They measure to improve
not to prove
They measure and report on
volume value and velocity
(last one is key)
They integrate tech stacks
with ease (using a CDP or
other technologies)
They centralize data (using a CDP
or other technologies)
They are independent of IT and BI
teams and can answer marketing
and sales questions close to real
time even before sales
They automate their marketing
and sales enablement from fixing
and enriching data to scoring
and routing leads and accounts
to attribution and ICP and alerting
sales in real time
They use a mix of go-to-market
(GTM) strategies to optimize for
revenue (aka Hybrid ABM)
They support sales all the way
down to ClosedWon and beyond
(upsellcross-sell)
They work closely with
marketing ops
They commit to 30 or more of
actual revenue and bookings not
just pipeline
They are highly confident in their
ability to hit the revenue target
They work backwards from a
revenue goal using GQMD (Goal
Question Metric Data)
They set their target and commit
numbers early on in the quarter
and are using revenue marketing
software to forecast against it with
trending data week over week
month over month etc
37State of Revenue Marketing Report | Heinz Marketing
Revenue MarketingAssessment
APPENDIX A
Data from this report was used to create our benchmark tool
A complimentary easy self-assessment tool is available online
to help marketers benchmark their revenue marketing maturity
against peers and receive best practices and next steps to
advance their skills
38State of Revenue Marketing Report | Heinz Marketing
MARKETING CHARACTERISTICS
Activity Marketers (33) Pipeline Marketers (45) Revenue Marketers (22)
Accountable for Leads MQLs Activities Pipeline Sourced Influenced RevenueBookings
Revenue Cycle amp Goal NAFunnel Metrics
10 - 30
Funnel + Revenue Metrics
gt 30
GTM Strategy Lead Generation Demand Generation ABM Demand Hybrid ABM PQL
Team Varies Marketing Ops Marketing Ops Analyst BI
Measuring Volume Volume Value Volume Value Velocity
Reporting Past Past Present (Real-time) Past Present Future
(Forecasting)
Attribution ROI NA or First LastWeighted Multi-touch
ROI gt 15x
Algorithmic
ROI gt 2x
Tech Stack
amp Automation
Basic siloed
Basic email automation
CRM - MAP 11 Sync
native connectors
Using point tools to automate
some tasks such as emails and
nurturing
2-way API
integration (Read Write)
Using multi-step automation to fix
data enrich leads segment ideal
customers build target account
lists alert sales and more
Marketing
amp Sales Data
Siloed using spreadsheets
multiple dashboardsCRM MAP reports
One automated dashboard
for any and all revenue data
(aka Single Source of Truth)
(marketing sales product
customer success)
Marketing
amp Sales AlignmentMisaligned lsquoGot leadsrsquo Semi-aligned
Fully-aligned on one
revenue number
39State of Revenue Marketing Report | Heinz Marketing
WHATrsquoS NEXT
Improve your Revenue Marketing skills with our online self assessment tool
Find out how you stack up against your peers and uncover more insights on
marketing measurment analytics revenue attribution ROI and workflow automation
Wersquove used all the benchmarking data from this report to create an easy to use
online self assessment tool that you can use
TAKE THE ASSESSMENT
40State of Revenue Marketing Report | Heinz Marketing
Survey Demographics
241 Benchmark Survey respondents represent a cross-section
of industries company sizes roles and market focus Marketers
who work for large medium and small organizations as well as
those who focus on enterprise mid-market and small business
are all represented Additionally most respondents work in
B2B marketing operations demand generation or VPCMO
roles The responses provide a valuable cross-section of input
on the priorities challenges faced capabilities and objectives
41State of Revenue Marketing Report | Heinz Marketing
ROLE WITHIN MARKETING
205 CMO VP of Marketing
1967 Marketing Operations
1213 Demand Generation
10 C-level Executive
SIZE OF MARKETING TEAMS
36 have 1-3 people
22 have 4-5 people
15 have 6-10 people
26 have 11 or more people
TOP INDUSTRIES
44 Tech
22 Professional Services
9 Manufacturing
COMPANY SIZE
25 1-25 employees
45 26-500 employees
15 501-2500 employees
15 Over 2500 employees
MARKET SEGMENT FOCUS
18 Small Business
39 Mid-Market
42 Enterprise
42State of Revenue Marketing Report | Heinz Marketing
A Heinz Marketing Report Commissioned By CaliberMind
ABOUT HEINZ MARKETING
Heinz Marketing is a B2B marketing and sales acceleration
firm that delivers measurable revenue results Every strategy
tactic and action has a specific measured purpose Instead
of focusing on the activities we focus on the outcomes
What really matters is sales pipeline closing business and
accelerating revenue Follow us on Twitter HeinzMarketing
httpswwwheinzmarketingcom
ABOUT CALIBERMIND
CaliberMind is the leading B2B Customer Data Platform for
Revenue Marketers By bringing together data analytics
attribution and smart workflow automation CaliberMind
empowers marketing and sales teams to grow revenue
faster together FREE to try easy to buy and use and 100
UnMarTech
httpswwwcalibermindcom
All rights reserved No part of this
publication may be reproduced or
transmitted in any form or by any
means electronic or mechanical
including photocopy recording or
any information storage and retrieval
system without prior permission in
writing from the publisher
Copyright copyCaliberMind Inc 2018
23State of Revenue Marketing Report | Heinz Marketing
SELECT THE METRICS YOU TRACK TO MEASURE DEMAND GENERATION PROGRAMS
CH
AP
TE
R 0
3
Inquiries Leads MQLs
Revenue
Conversion rates at each stage
Sales pipeline velocity
Number of opportunities
Time between conversion stages
Pipeline Creation
Conversion trending over time
Other (please specify)
10 30 50 70 9020 40 60 80 1000
ROI Measurement Is Key to Revenue
Marketing
C-suite executives will increasingly
demand ROI numbers on overall
marketing budget performance Itrsquos
critical for planning and adjustments
Budgets are routinely adjusted up or
down When that happens executives
want to understand the impact to the
business and right now not enough
marketers can provide the answer
Whatrsquos alarming is that
53 of marketers canrsquot measure or are unsure of their ROI
24State of Revenue Marketing Report | Heinz Marketing
Less than 1x ROI 1-2x ROI Over 2x ROI
Revenue Marketers
Pipeline Marketers
Activity Marketers NA
21
31
44
52
35
17
Revenue Marketers are 2x
more likely to have Greater ROI
With marketers who can measure ROI
returns commonly fall in the 15-2x
range That means for every marketing
dollar spent $150 to $2 of revenue is
generated As revenue accountability
grows we expect measuring ROI
performance will also grow as a
requirement because of the implications
in setting budgets
CH
AP
TE
R 0
3
25State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
3
DOES YOUR CURRENT MARKETING REPORTING AND ANALYSIS PROVIDE THE
INFORMATION YOUR EXECUTIVES BOARD AND INVESTORS EXPECT
Partially
Itrsquos a moving target Wersquore Struggling
Yes
No
Not Sure
10 30 50 70 9020 40 60 80 1000
Most alarming is that 34 of marketers
arenrsquot providing the proper analysis and
reports expected of them Perhaps they
donrsquot know whatrsquos expected of them or
the expectations change so much itrsquos a
moving target for marketers
The Big Marketing
and Business Disconnect
Marketers struggle with providing
data and analysis that executive
managers expect
Only 34 of marketers provide the data and analysis the C-suite and board expect
26State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
3
WHAT MARKETING METRICS ARE YOU CURRENTLY REPORTING TO YOUR C-SUITE
Activity-based metrics
Funnel metrics
Revenue metrics
Other (please specify)
10 30 50 70 9020 40 60 80 1000
Revenue metrics are the top metrics
reported to the C-suite These metrics
include sourced revenue opportunity
creation and pipeline velocity Funnel
metrics which include inquiries qualified
leads and conversion rates are second-
most reported to the C-suite Activity-
based metrics are still highly reported to
executives even though itrsquos difficult to
directly connect to revenue
Which marketing
metrics are you currently
reporting to your C-suite
27State of Revenue Marketing Report | Heinz Marketing
Revenue Marketing Technology and Data
04
28State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
4
Marketers Live in Spreadsheet Hell CRM and
Marketing Automation
Offer Limited Reporting
Marketers canrsquot live without
spreadsheets or slide decks even
when measuring and managing
revenue pipelines The main reasons
for using tools like Microsoft Office
Excel PowerPoint and Google Docs
is the need to compile data perform
calculations and make it
presentable and consumable for a
broader audience
CRM and marketing automation are
the third and fourth most used tools for
analytics and pipeline management
Business Intelligence is a distant fifth in
tools used
Marketing technology vendors can
innovate their analytics capabilities to
make it easier for marketers to conduct
analysis within the systems of record
Spreadsheets and slide decks will
likely always be a part of the marketing
toolset However based on
responses to this benchmark survey
itrsquos likely that disparate tools require
significant amounts of time each month
to gather analyze and communicate
data which takes marketers away from
driving revenue
WHAT TECHNOLOGIES DO YOU USE FOR MARKETING ANALYTICS AND PIPELINE MANAGEMENT
Spreadsheets (ExcelGoogle)
Customer Data Platform
PowerPoint
Data Warehouse Data Lake
CRM
Business Intelligence
Marketing Automation
Marketing Performance
Other (please specify)
10 30 50 70 9020 40 60 80 1000
29State of Revenue Marketing Report | Heinz Marketing
48 44 8
Spreadsheets CRM MAP Purpose Built
Revenue Marketers
Pipeline Marketers
Activity Marketers
21
32
45
56
34
12
Revenue Marketers are 28x more
likely to Centralize Data and Automate Reporting using purpose-built tools such as
Customer Data Platforms (Revenue Marketers vs Pipeline Marketers)
USE OF TECHNOLOGIES FOR MARKETING ANALYTICS amp PIPELINE MANAGEMENT
CH
AP
TE
R 0
4
30State of Revenue Marketing Report | Heinz Marketing
67 21 12
None Google Analytics Revenue Attribution (CaliberMind
Bizible BrightFunnel etc)
Revenue Marketers
Pipeline Marketers
Activity Marketers
6
36
30
44
64
20
USE OF ATTRIBUTION TECHNOLOGY
Attribution Adoption
Has a Long Way to Go
Response to this question included a variety of technologies and indicates
attribution adoption has a long way to go with nearly 41 of marketers not using any
attribution technology Attribution is a critical tool in measuring revenue performance
and ROI We anticipate increased requirements for marketers with attribution analysis
skills and tools usage
Revenue Marketers are 32x more
likely to use Revenue Attribution Technology (Revenue Marketers vs Demand Marketers)
CH
AP
TE
R 0
4
31State of Revenue Marketing Report | Heinz Marketing
ABM is a Go To Market
Strategy Not a Tech Category
More organizations are pursuing
ABM as a strategy each year as
confidence grows and best practices
are learned However a significant
number of organizations are pursuing
ABM programs without focused tools
and technologies This makes sense
because account-based marketing is
a strategy and process ndash more than an
individual technology platform There
are many technology vendors with ABM
solutions which can support pieces of
an overall ABM strategy This response
potentially shows that ABM solutions
have significant room for growth ndash as
long as the tools support the strategy
53 of marketers are engaged in account-based marketing (ABM) at some level
CH
AP
TE
R 0
4
32State of Revenue Marketing Report | Heinz Marketing
89 11
None ABM Tech (CaliberMind Engagio Demandbase Terminus etc)
Revenue Marketers
Pipeline Marketers
Activity Marketers
43
65
57
35
USE OF DEDICATED ABM TECHNOLOGY
Revenue Marketers
are 16x more likely to use
Account-Based-Marketing Technology (Revenue Marketers vs Pipeline Marketers)
CH
AP
TE
R 0
4
33State of Revenue Marketing Report | Heinz Marketing
01 03 05 07 0902 04 06 08 10
Siloed Marketing and Sales Data Is The Enemy of Revenue Marketing
the customer relationship management
(CRM) and marketing automation
platform (MAP) data to help them
achieve revenue objectives
Marketers are moderately confident in
their CRM and marketing systems data
Data fuels overall marketing
effectiveness Without quality data
sales pipelines will flounder simply
because there isnrsquot enough information
to focus marketing and sales efforts on
the right audience Data management is
hard and often a low priority This shows
in confidence levels marketers have in
HOW CONFIDENT ARE YOU IN THE QUALITY OF YOUR CRM AND
MARKETING DATA TO HELP ACHIEVE YOUR REVENUE OBJECTIVES
0CH
AP
TE
R 0
4
34State of Revenue Marketing Report | Heinz Marketing
What Makes Revenue Marketers Tick
LAST LOOK
35State of Revenue Marketing Report | Heinz Marketing
ALIGNING WITH SALES
ON REVENUE CYCLE
INTEGRATING TECH
CENTRALIZING REVENUE DATA
AUTOMATING REPORTS
MEASURING amp
FORECASTING
Revenue Marketers vs
Activity Marketers are
25xRevenue Marketers vs
Activity Marketers are
28xRevenue Marketers vs
Activity Marketers are
32x
more likely to integrate their
tech centralize revenue data
and automate reporting
more likely to be able to forecast
marketing performance and
measure Pipeline Velocity
more likely to align with sales
on the Revenue Cycle
From embracing organizational change to integrating tech stacks centralizing data
automating reports and pushing the boundaries of audience activation Revenue
Marketers stand out from the pack
36State of Revenue Marketing Report | Heinz Marketing
What Revenue Marketers Do that Separate Them from Everybody Else
They measure to improve
not to prove
They measure and report on
volume value and velocity
(last one is key)
They integrate tech stacks
with ease (using a CDP or
other technologies)
They centralize data (using a CDP
or other technologies)
They are independent of IT and BI
teams and can answer marketing
and sales questions close to real
time even before sales
They automate their marketing
and sales enablement from fixing
and enriching data to scoring
and routing leads and accounts
to attribution and ICP and alerting
sales in real time
They use a mix of go-to-market
(GTM) strategies to optimize for
revenue (aka Hybrid ABM)
They support sales all the way
down to ClosedWon and beyond
(upsellcross-sell)
They work closely with
marketing ops
They commit to 30 or more of
actual revenue and bookings not
just pipeline
They are highly confident in their
ability to hit the revenue target
They work backwards from a
revenue goal using GQMD (Goal
Question Metric Data)
They set their target and commit
numbers early on in the quarter
and are using revenue marketing
software to forecast against it with
trending data week over week
month over month etc
37State of Revenue Marketing Report | Heinz Marketing
Revenue MarketingAssessment
APPENDIX A
Data from this report was used to create our benchmark tool
A complimentary easy self-assessment tool is available online
to help marketers benchmark their revenue marketing maturity
against peers and receive best practices and next steps to
advance their skills
38State of Revenue Marketing Report | Heinz Marketing
MARKETING CHARACTERISTICS
Activity Marketers (33) Pipeline Marketers (45) Revenue Marketers (22)
Accountable for Leads MQLs Activities Pipeline Sourced Influenced RevenueBookings
Revenue Cycle amp Goal NAFunnel Metrics
10 - 30
Funnel + Revenue Metrics
gt 30
GTM Strategy Lead Generation Demand Generation ABM Demand Hybrid ABM PQL
Team Varies Marketing Ops Marketing Ops Analyst BI
Measuring Volume Volume Value Volume Value Velocity
Reporting Past Past Present (Real-time) Past Present Future
(Forecasting)
Attribution ROI NA or First LastWeighted Multi-touch
ROI gt 15x
Algorithmic
ROI gt 2x
Tech Stack
amp Automation
Basic siloed
Basic email automation
CRM - MAP 11 Sync
native connectors
Using point tools to automate
some tasks such as emails and
nurturing
2-way API
integration (Read Write)
Using multi-step automation to fix
data enrich leads segment ideal
customers build target account
lists alert sales and more
Marketing
amp Sales Data
Siloed using spreadsheets
multiple dashboardsCRM MAP reports
One automated dashboard
for any and all revenue data
(aka Single Source of Truth)
(marketing sales product
customer success)
Marketing
amp Sales AlignmentMisaligned lsquoGot leadsrsquo Semi-aligned
Fully-aligned on one
revenue number
39State of Revenue Marketing Report | Heinz Marketing
WHATrsquoS NEXT
Improve your Revenue Marketing skills with our online self assessment tool
Find out how you stack up against your peers and uncover more insights on
marketing measurment analytics revenue attribution ROI and workflow automation
Wersquove used all the benchmarking data from this report to create an easy to use
online self assessment tool that you can use
TAKE THE ASSESSMENT
40State of Revenue Marketing Report | Heinz Marketing
Survey Demographics
241 Benchmark Survey respondents represent a cross-section
of industries company sizes roles and market focus Marketers
who work for large medium and small organizations as well as
those who focus on enterprise mid-market and small business
are all represented Additionally most respondents work in
B2B marketing operations demand generation or VPCMO
roles The responses provide a valuable cross-section of input
on the priorities challenges faced capabilities and objectives
41State of Revenue Marketing Report | Heinz Marketing
ROLE WITHIN MARKETING
205 CMO VP of Marketing
1967 Marketing Operations
1213 Demand Generation
10 C-level Executive
SIZE OF MARKETING TEAMS
36 have 1-3 people
22 have 4-5 people
15 have 6-10 people
26 have 11 or more people
TOP INDUSTRIES
44 Tech
22 Professional Services
9 Manufacturing
COMPANY SIZE
25 1-25 employees
45 26-500 employees
15 501-2500 employees
15 Over 2500 employees
MARKET SEGMENT FOCUS
18 Small Business
39 Mid-Market
42 Enterprise
42State of Revenue Marketing Report | Heinz Marketing
A Heinz Marketing Report Commissioned By CaliberMind
ABOUT HEINZ MARKETING
Heinz Marketing is a B2B marketing and sales acceleration
firm that delivers measurable revenue results Every strategy
tactic and action has a specific measured purpose Instead
of focusing on the activities we focus on the outcomes
What really matters is sales pipeline closing business and
accelerating revenue Follow us on Twitter HeinzMarketing
httpswwwheinzmarketingcom
ABOUT CALIBERMIND
CaliberMind is the leading B2B Customer Data Platform for
Revenue Marketers By bringing together data analytics
attribution and smart workflow automation CaliberMind
empowers marketing and sales teams to grow revenue
faster together FREE to try easy to buy and use and 100
UnMarTech
httpswwwcalibermindcom
All rights reserved No part of this
publication may be reproduced or
transmitted in any form or by any
means electronic or mechanical
including photocopy recording or
any information storage and retrieval
system without prior permission in
writing from the publisher
Copyright copyCaliberMind Inc 2018
24State of Revenue Marketing Report | Heinz Marketing
Less than 1x ROI 1-2x ROI Over 2x ROI
Revenue Marketers
Pipeline Marketers
Activity Marketers NA
21
31
44
52
35
17
Revenue Marketers are 2x
more likely to have Greater ROI
With marketers who can measure ROI
returns commonly fall in the 15-2x
range That means for every marketing
dollar spent $150 to $2 of revenue is
generated As revenue accountability
grows we expect measuring ROI
performance will also grow as a
requirement because of the implications
in setting budgets
CH
AP
TE
R 0
3
25State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
3
DOES YOUR CURRENT MARKETING REPORTING AND ANALYSIS PROVIDE THE
INFORMATION YOUR EXECUTIVES BOARD AND INVESTORS EXPECT
Partially
Itrsquos a moving target Wersquore Struggling
Yes
No
Not Sure
10 30 50 70 9020 40 60 80 1000
Most alarming is that 34 of marketers
arenrsquot providing the proper analysis and
reports expected of them Perhaps they
donrsquot know whatrsquos expected of them or
the expectations change so much itrsquos a
moving target for marketers
The Big Marketing
and Business Disconnect
Marketers struggle with providing
data and analysis that executive
managers expect
Only 34 of marketers provide the data and analysis the C-suite and board expect
26State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
3
WHAT MARKETING METRICS ARE YOU CURRENTLY REPORTING TO YOUR C-SUITE
Activity-based metrics
Funnel metrics
Revenue metrics
Other (please specify)
10 30 50 70 9020 40 60 80 1000
Revenue metrics are the top metrics
reported to the C-suite These metrics
include sourced revenue opportunity
creation and pipeline velocity Funnel
metrics which include inquiries qualified
leads and conversion rates are second-
most reported to the C-suite Activity-
based metrics are still highly reported to
executives even though itrsquos difficult to
directly connect to revenue
Which marketing
metrics are you currently
reporting to your C-suite
27State of Revenue Marketing Report | Heinz Marketing
Revenue Marketing Technology and Data
04
28State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
4
Marketers Live in Spreadsheet Hell CRM and
Marketing Automation
Offer Limited Reporting
Marketers canrsquot live without
spreadsheets or slide decks even
when measuring and managing
revenue pipelines The main reasons
for using tools like Microsoft Office
Excel PowerPoint and Google Docs
is the need to compile data perform
calculations and make it
presentable and consumable for a
broader audience
CRM and marketing automation are
the third and fourth most used tools for
analytics and pipeline management
Business Intelligence is a distant fifth in
tools used
Marketing technology vendors can
innovate their analytics capabilities to
make it easier for marketers to conduct
analysis within the systems of record
Spreadsheets and slide decks will
likely always be a part of the marketing
toolset However based on
responses to this benchmark survey
itrsquos likely that disparate tools require
significant amounts of time each month
to gather analyze and communicate
data which takes marketers away from
driving revenue
WHAT TECHNOLOGIES DO YOU USE FOR MARKETING ANALYTICS AND PIPELINE MANAGEMENT
Spreadsheets (ExcelGoogle)
Customer Data Platform
PowerPoint
Data Warehouse Data Lake
CRM
Business Intelligence
Marketing Automation
Marketing Performance
Other (please specify)
10 30 50 70 9020 40 60 80 1000
29State of Revenue Marketing Report | Heinz Marketing
48 44 8
Spreadsheets CRM MAP Purpose Built
Revenue Marketers
Pipeline Marketers
Activity Marketers
21
32
45
56
34
12
Revenue Marketers are 28x more
likely to Centralize Data and Automate Reporting using purpose-built tools such as
Customer Data Platforms (Revenue Marketers vs Pipeline Marketers)
USE OF TECHNOLOGIES FOR MARKETING ANALYTICS amp PIPELINE MANAGEMENT
CH
AP
TE
R 0
4
30State of Revenue Marketing Report | Heinz Marketing
67 21 12
None Google Analytics Revenue Attribution (CaliberMind
Bizible BrightFunnel etc)
Revenue Marketers
Pipeline Marketers
Activity Marketers
6
36
30
44
64
20
USE OF ATTRIBUTION TECHNOLOGY
Attribution Adoption
Has a Long Way to Go
Response to this question included a variety of technologies and indicates
attribution adoption has a long way to go with nearly 41 of marketers not using any
attribution technology Attribution is a critical tool in measuring revenue performance
and ROI We anticipate increased requirements for marketers with attribution analysis
skills and tools usage
Revenue Marketers are 32x more
likely to use Revenue Attribution Technology (Revenue Marketers vs Demand Marketers)
CH
AP
TE
R 0
4
31State of Revenue Marketing Report | Heinz Marketing
ABM is a Go To Market
Strategy Not a Tech Category
More organizations are pursuing
ABM as a strategy each year as
confidence grows and best practices
are learned However a significant
number of organizations are pursuing
ABM programs without focused tools
and technologies This makes sense
because account-based marketing is
a strategy and process ndash more than an
individual technology platform There
are many technology vendors with ABM
solutions which can support pieces of
an overall ABM strategy This response
potentially shows that ABM solutions
have significant room for growth ndash as
long as the tools support the strategy
53 of marketers are engaged in account-based marketing (ABM) at some level
CH
AP
TE
R 0
4
32State of Revenue Marketing Report | Heinz Marketing
89 11
None ABM Tech (CaliberMind Engagio Demandbase Terminus etc)
Revenue Marketers
Pipeline Marketers
Activity Marketers
43
65
57
35
USE OF DEDICATED ABM TECHNOLOGY
Revenue Marketers
are 16x more likely to use
Account-Based-Marketing Technology (Revenue Marketers vs Pipeline Marketers)
CH
AP
TE
R 0
4
33State of Revenue Marketing Report | Heinz Marketing
01 03 05 07 0902 04 06 08 10
Siloed Marketing and Sales Data Is The Enemy of Revenue Marketing
the customer relationship management
(CRM) and marketing automation
platform (MAP) data to help them
achieve revenue objectives
Marketers are moderately confident in
their CRM and marketing systems data
Data fuels overall marketing
effectiveness Without quality data
sales pipelines will flounder simply
because there isnrsquot enough information
to focus marketing and sales efforts on
the right audience Data management is
hard and often a low priority This shows
in confidence levels marketers have in
HOW CONFIDENT ARE YOU IN THE QUALITY OF YOUR CRM AND
MARKETING DATA TO HELP ACHIEVE YOUR REVENUE OBJECTIVES
0CH
AP
TE
R 0
4
34State of Revenue Marketing Report | Heinz Marketing
What Makes Revenue Marketers Tick
LAST LOOK
35State of Revenue Marketing Report | Heinz Marketing
ALIGNING WITH SALES
ON REVENUE CYCLE
INTEGRATING TECH
CENTRALIZING REVENUE DATA
AUTOMATING REPORTS
MEASURING amp
FORECASTING
Revenue Marketers vs
Activity Marketers are
25xRevenue Marketers vs
Activity Marketers are
28xRevenue Marketers vs
Activity Marketers are
32x
more likely to integrate their
tech centralize revenue data
and automate reporting
more likely to be able to forecast
marketing performance and
measure Pipeline Velocity
more likely to align with sales
on the Revenue Cycle
From embracing organizational change to integrating tech stacks centralizing data
automating reports and pushing the boundaries of audience activation Revenue
Marketers stand out from the pack
36State of Revenue Marketing Report | Heinz Marketing
What Revenue Marketers Do that Separate Them from Everybody Else
They measure to improve
not to prove
They measure and report on
volume value and velocity
(last one is key)
They integrate tech stacks
with ease (using a CDP or
other technologies)
They centralize data (using a CDP
or other technologies)
They are independent of IT and BI
teams and can answer marketing
and sales questions close to real
time even before sales
They automate their marketing
and sales enablement from fixing
and enriching data to scoring
and routing leads and accounts
to attribution and ICP and alerting
sales in real time
They use a mix of go-to-market
(GTM) strategies to optimize for
revenue (aka Hybrid ABM)
They support sales all the way
down to ClosedWon and beyond
(upsellcross-sell)
They work closely with
marketing ops
They commit to 30 or more of
actual revenue and bookings not
just pipeline
They are highly confident in their
ability to hit the revenue target
They work backwards from a
revenue goal using GQMD (Goal
Question Metric Data)
They set their target and commit
numbers early on in the quarter
and are using revenue marketing
software to forecast against it with
trending data week over week
month over month etc
37State of Revenue Marketing Report | Heinz Marketing
Revenue MarketingAssessment
APPENDIX A
Data from this report was used to create our benchmark tool
A complimentary easy self-assessment tool is available online
to help marketers benchmark their revenue marketing maturity
against peers and receive best practices and next steps to
advance their skills
38State of Revenue Marketing Report | Heinz Marketing
MARKETING CHARACTERISTICS
Activity Marketers (33) Pipeline Marketers (45) Revenue Marketers (22)
Accountable for Leads MQLs Activities Pipeline Sourced Influenced RevenueBookings
Revenue Cycle amp Goal NAFunnel Metrics
10 - 30
Funnel + Revenue Metrics
gt 30
GTM Strategy Lead Generation Demand Generation ABM Demand Hybrid ABM PQL
Team Varies Marketing Ops Marketing Ops Analyst BI
Measuring Volume Volume Value Volume Value Velocity
Reporting Past Past Present (Real-time) Past Present Future
(Forecasting)
Attribution ROI NA or First LastWeighted Multi-touch
ROI gt 15x
Algorithmic
ROI gt 2x
Tech Stack
amp Automation
Basic siloed
Basic email automation
CRM - MAP 11 Sync
native connectors
Using point tools to automate
some tasks such as emails and
nurturing
2-way API
integration (Read Write)
Using multi-step automation to fix
data enrich leads segment ideal
customers build target account
lists alert sales and more
Marketing
amp Sales Data
Siloed using spreadsheets
multiple dashboardsCRM MAP reports
One automated dashboard
for any and all revenue data
(aka Single Source of Truth)
(marketing sales product
customer success)
Marketing
amp Sales AlignmentMisaligned lsquoGot leadsrsquo Semi-aligned
Fully-aligned on one
revenue number
39State of Revenue Marketing Report | Heinz Marketing
WHATrsquoS NEXT
Improve your Revenue Marketing skills with our online self assessment tool
Find out how you stack up against your peers and uncover more insights on
marketing measurment analytics revenue attribution ROI and workflow automation
Wersquove used all the benchmarking data from this report to create an easy to use
online self assessment tool that you can use
TAKE THE ASSESSMENT
40State of Revenue Marketing Report | Heinz Marketing
Survey Demographics
241 Benchmark Survey respondents represent a cross-section
of industries company sizes roles and market focus Marketers
who work for large medium and small organizations as well as
those who focus on enterprise mid-market and small business
are all represented Additionally most respondents work in
B2B marketing operations demand generation or VPCMO
roles The responses provide a valuable cross-section of input
on the priorities challenges faced capabilities and objectives
41State of Revenue Marketing Report | Heinz Marketing
ROLE WITHIN MARKETING
205 CMO VP of Marketing
1967 Marketing Operations
1213 Demand Generation
10 C-level Executive
SIZE OF MARKETING TEAMS
36 have 1-3 people
22 have 4-5 people
15 have 6-10 people
26 have 11 or more people
TOP INDUSTRIES
44 Tech
22 Professional Services
9 Manufacturing
COMPANY SIZE
25 1-25 employees
45 26-500 employees
15 501-2500 employees
15 Over 2500 employees
MARKET SEGMENT FOCUS
18 Small Business
39 Mid-Market
42 Enterprise
42State of Revenue Marketing Report | Heinz Marketing
A Heinz Marketing Report Commissioned By CaliberMind
ABOUT HEINZ MARKETING
Heinz Marketing is a B2B marketing and sales acceleration
firm that delivers measurable revenue results Every strategy
tactic and action has a specific measured purpose Instead
of focusing on the activities we focus on the outcomes
What really matters is sales pipeline closing business and
accelerating revenue Follow us on Twitter HeinzMarketing
httpswwwheinzmarketingcom
ABOUT CALIBERMIND
CaliberMind is the leading B2B Customer Data Platform for
Revenue Marketers By bringing together data analytics
attribution and smart workflow automation CaliberMind
empowers marketing and sales teams to grow revenue
faster together FREE to try easy to buy and use and 100
UnMarTech
httpswwwcalibermindcom
All rights reserved No part of this
publication may be reproduced or
transmitted in any form or by any
means electronic or mechanical
including photocopy recording or
any information storage and retrieval
system without prior permission in
writing from the publisher
Copyright copyCaliberMind Inc 2018
25State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
3
DOES YOUR CURRENT MARKETING REPORTING AND ANALYSIS PROVIDE THE
INFORMATION YOUR EXECUTIVES BOARD AND INVESTORS EXPECT
Partially
Itrsquos a moving target Wersquore Struggling
Yes
No
Not Sure
10 30 50 70 9020 40 60 80 1000
Most alarming is that 34 of marketers
arenrsquot providing the proper analysis and
reports expected of them Perhaps they
donrsquot know whatrsquos expected of them or
the expectations change so much itrsquos a
moving target for marketers
The Big Marketing
and Business Disconnect
Marketers struggle with providing
data and analysis that executive
managers expect
Only 34 of marketers provide the data and analysis the C-suite and board expect
26State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
3
WHAT MARKETING METRICS ARE YOU CURRENTLY REPORTING TO YOUR C-SUITE
Activity-based metrics
Funnel metrics
Revenue metrics
Other (please specify)
10 30 50 70 9020 40 60 80 1000
Revenue metrics are the top metrics
reported to the C-suite These metrics
include sourced revenue opportunity
creation and pipeline velocity Funnel
metrics which include inquiries qualified
leads and conversion rates are second-
most reported to the C-suite Activity-
based metrics are still highly reported to
executives even though itrsquos difficult to
directly connect to revenue
Which marketing
metrics are you currently
reporting to your C-suite
27State of Revenue Marketing Report | Heinz Marketing
Revenue Marketing Technology and Data
04
28State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
4
Marketers Live in Spreadsheet Hell CRM and
Marketing Automation
Offer Limited Reporting
Marketers canrsquot live without
spreadsheets or slide decks even
when measuring and managing
revenue pipelines The main reasons
for using tools like Microsoft Office
Excel PowerPoint and Google Docs
is the need to compile data perform
calculations and make it
presentable and consumable for a
broader audience
CRM and marketing automation are
the third and fourth most used tools for
analytics and pipeline management
Business Intelligence is a distant fifth in
tools used
Marketing technology vendors can
innovate their analytics capabilities to
make it easier for marketers to conduct
analysis within the systems of record
Spreadsheets and slide decks will
likely always be a part of the marketing
toolset However based on
responses to this benchmark survey
itrsquos likely that disparate tools require
significant amounts of time each month
to gather analyze and communicate
data which takes marketers away from
driving revenue
WHAT TECHNOLOGIES DO YOU USE FOR MARKETING ANALYTICS AND PIPELINE MANAGEMENT
Spreadsheets (ExcelGoogle)
Customer Data Platform
PowerPoint
Data Warehouse Data Lake
CRM
Business Intelligence
Marketing Automation
Marketing Performance
Other (please specify)
10 30 50 70 9020 40 60 80 1000
29State of Revenue Marketing Report | Heinz Marketing
48 44 8
Spreadsheets CRM MAP Purpose Built
Revenue Marketers
Pipeline Marketers
Activity Marketers
21
32
45
56
34
12
Revenue Marketers are 28x more
likely to Centralize Data and Automate Reporting using purpose-built tools such as
Customer Data Platforms (Revenue Marketers vs Pipeline Marketers)
USE OF TECHNOLOGIES FOR MARKETING ANALYTICS amp PIPELINE MANAGEMENT
CH
AP
TE
R 0
4
30State of Revenue Marketing Report | Heinz Marketing
67 21 12
None Google Analytics Revenue Attribution (CaliberMind
Bizible BrightFunnel etc)
Revenue Marketers
Pipeline Marketers
Activity Marketers
6
36
30
44
64
20
USE OF ATTRIBUTION TECHNOLOGY
Attribution Adoption
Has a Long Way to Go
Response to this question included a variety of technologies and indicates
attribution adoption has a long way to go with nearly 41 of marketers not using any
attribution technology Attribution is a critical tool in measuring revenue performance
and ROI We anticipate increased requirements for marketers with attribution analysis
skills and tools usage
Revenue Marketers are 32x more
likely to use Revenue Attribution Technology (Revenue Marketers vs Demand Marketers)
CH
AP
TE
R 0
4
31State of Revenue Marketing Report | Heinz Marketing
ABM is a Go To Market
Strategy Not a Tech Category
More organizations are pursuing
ABM as a strategy each year as
confidence grows and best practices
are learned However a significant
number of organizations are pursuing
ABM programs without focused tools
and technologies This makes sense
because account-based marketing is
a strategy and process ndash more than an
individual technology platform There
are many technology vendors with ABM
solutions which can support pieces of
an overall ABM strategy This response
potentially shows that ABM solutions
have significant room for growth ndash as
long as the tools support the strategy
53 of marketers are engaged in account-based marketing (ABM) at some level
CH
AP
TE
R 0
4
32State of Revenue Marketing Report | Heinz Marketing
89 11
None ABM Tech (CaliberMind Engagio Demandbase Terminus etc)
Revenue Marketers
Pipeline Marketers
Activity Marketers
43
65
57
35
USE OF DEDICATED ABM TECHNOLOGY
Revenue Marketers
are 16x more likely to use
Account-Based-Marketing Technology (Revenue Marketers vs Pipeline Marketers)
CH
AP
TE
R 0
4
33State of Revenue Marketing Report | Heinz Marketing
01 03 05 07 0902 04 06 08 10
Siloed Marketing and Sales Data Is The Enemy of Revenue Marketing
the customer relationship management
(CRM) and marketing automation
platform (MAP) data to help them
achieve revenue objectives
Marketers are moderately confident in
their CRM and marketing systems data
Data fuels overall marketing
effectiveness Without quality data
sales pipelines will flounder simply
because there isnrsquot enough information
to focus marketing and sales efforts on
the right audience Data management is
hard and often a low priority This shows
in confidence levels marketers have in
HOW CONFIDENT ARE YOU IN THE QUALITY OF YOUR CRM AND
MARKETING DATA TO HELP ACHIEVE YOUR REVENUE OBJECTIVES
0CH
AP
TE
R 0
4
34State of Revenue Marketing Report | Heinz Marketing
What Makes Revenue Marketers Tick
LAST LOOK
35State of Revenue Marketing Report | Heinz Marketing
ALIGNING WITH SALES
ON REVENUE CYCLE
INTEGRATING TECH
CENTRALIZING REVENUE DATA
AUTOMATING REPORTS
MEASURING amp
FORECASTING
Revenue Marketers vs
Activity Marketers are
25xRevenue Marketers vs
Activity Marketers are
28xRevenue Marketers vs
Activity Marketers are
32x
more likely to integrate their
tech centralize revenue data
and automate reporting
more likely to be able to forecast
marketing performance and
measure Pipeline Velocity
more likely to align with sales
on the Revenue Cycle
From embracing organizational change to integrating tech stacks centralizing data
automating reports and pushing the boundaries of audience activation Revenue
Marketers stand out from the pack
36State of Revenue Marketing Report | Heinz Marketing
What Revenue Marketers Do that Separate Them from Everybody Else
They measure to improve
not to prove
They measure and report on
volume value and velocity
(last one is key)
They integrate tech stacks
with ease (using a CDP or
other technologies)
They centralize data (using a CDP
or other technologies)
They are independent of IT and BI
teams and can answer marketing
and sales questions close to real
time even before sales
They automate their marketing
and sales enablement from fixing
and enriching data to scoring
and routing leads and accounts
to attribution and ICP and alerting
sales in real time
They use a mix of go-to-market
(GTM) strategies to optimize for
revenue (aka Hybrid ABM)
They support sales all the way
down to ClosedWon and beyond
(upsellcross-sell)
They work closely with
marketing ops
They commit to 30 or more of
actual revenue and bookings not
just pipeline
They are highly confident in their
ability to hit the revenue target
They work backwards from a
revenue goal using GQMD (Goal
Question Metric Data)
They set their target and commit
numbers early on in the quarter
and are using revenue marketing
software to forecast against it with
trending data week over week
month over month etc
37State of Revenue Marketing Report | Heinz Marketing
Revenue MarketingAssessment
APPENDIX A
Data from this report was used to create our benchmark tool
A complimentary easy self-assessment tool is available online
to help marketers benchmark their revenue marketing maturity
against peers and receive best practices and next steps to
advance their skills
38State of Revenue Marketing Report | Heinz Marketing
MARKETING CHARACTERISTICS
Activity Marketers (33) Pipeline Marketers (45) Revenue Marketers (22)
Accountable for Leads MQLs Activities Pipeline Sourced Influenced RevenueBookings
Revenue Cycle amp Goal NAFunnel Metrics
10 - 30
Funnel + Revenue Metrics
gt 30
GTM Strategy Lead Generation Demand Generation ABM Demand Hybrid ABM PQL
Team Varies Marketing Ops Marketing Ops Analyst BI
Measuring Volume Volume Value Volume Value Velocity
Reporting Past Past Present (Real-time) Past Present Future
(Forecasting)
Attribution ROI NA or First LastWeighted Multi-touch
ROI gt 15x
Algorithmic
ROI gt 2x
Tech Stack
amp Automation
Basic siloed
Basic email automation
CRM - MAP 11 Sync
native connectors
Using point tools to automate
some tasks such as emails and
nurturing
2-way API
integration (Read Write)
Using multi-step automation to fix
data enrich leads segment ideal
customers build target account
lists alert sales and more
Marketing
amp Sales Data
Siloed using spreadsheets
multiple dashboardsCRM MAP reports
One automated dashboard
for any and all revenue data
(aka Single Source of Truth)
(marketing sales product
customer success)
Marketing
amp Sales AlignmentMisaligned lsquoGot leadsrsquo Semi-aligned
Fully-aligned on one
revenue number
39State of Revenue Marketing Report | Heinz Marketing
WHATrsquoS NEXT
Improve your Revenue Marketing skills with our online self assessment tool
Find out how you stack up against your peers and uncover more insights on
marketing measurment analytics revenue attribution ROI and workflow automation
Wersquove used all the benchmarking data from this report to create an easy to use
online self assessment tool that you can use
TAKE THE ASSESSMENT
40State of Revenue Marketing Report | Heinz Marketing
Survey Demographics
241 Benchmark Survey respondents represent a cross-section
of industries company sizes roles and market focus Marketers
who work for large medium and small organizations as well as
those who focus on enterprise mid-market and small business
are all represented Additionally most respondents work in
B2B marketing operations demand generation or VPCMO
roles The responses provide a valuable cross-section of input
on the priorities challenges faced capabilities and objectives
41State of Revenue Marketing Report | Heinz Marketing
ROLE WITHIN MARKETING
205 CMO VP of Marketing
1967 Marketing Operations
1213 Demand Generation
10 C-level Executive
SIZE OF MARKETING TEAMS
36 have 1-3 people
22 have 4-5 people
15 have 6-10 people
26 have 11 or more people
TOP INDUSTRIES
44 Tech
22 Professional Services
9 Manufacturing
COMPANY SIZE
25 1-25 employees
45 26-500 employees
15 501-2500 employees
15 Over 2500 employees
MARKET SEGMENT FOCUS
18 Small Business
39 Mid-Market
42 Enterprise
42State of Revenue Marketing Report | Heinz Marketing
A Heinz Marketing Report Commissioned By CaliberMind
ABOUT HEINZ MARKETING
Heinz Marketing is a B2B marketing and sales acceleration
firm that delivers measurable revenue results Every strategy
tactic and action has a specific measured purpose Instead
of focusing on the activities we focus on the outcomes
What really matters is sales pipeline closing business and
accelerating revenue Follow us on Twitter HeinzMarketing
httpswwwheinzmarketingcom
ABOUT CALIBERMIND
CaliberMind is the leading B2B Customer Data Platform for
Revenue Marketers By bringing together data analytics
attribution and smart workflow automation CaliberMind
empowers marketing and sales teams to grow revenue
faster together FREE to try easy to buy and use and 100
UnMarTech
httpswwwcalibermindcom
All rights reserved No part of this
publication may be reproduced or
transmitted in any form or by any
means electronic or mechanical
including photocopy recording or
any information storage and retrieval
system without prior permission in
writing from the publisher
Copyright copyCaliberMind Inc 2018
26State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
3
WHAT MARKETING METRICS ARE YOU CURRENTLY REPORTING TO YOUR C-SUITE
Activity-based metrics
Funnel metrics
Revenue metrics
Other (please specify)
10 30 50 70 9020 40 60 80 1000
Revenue metrics are the top metrics
reported to the C-suite These metrics
include sourced revenue opportunity
creation and pipeline velocity Funnel
metrics which include inquiries qualified
leads and conversion rates are second-
most reported to the C-suite Activity-
based metrics are still highly reported to
executives even though itrsquos difficult to
directly connect to revenue
Which marketing
metrics are you currently
reporting to your C-suite
27State of Revenue Marketing Report | Heinz Marketing
Revenue Marketing Technology and Data
04
28State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
4
Marketers Live in Spreadsheet Hell CRM and
Marketing Automation
Offer Limited Reporting
Marketers canrsquot live without
spreadsheets or slide decks even
when measuring and managing
revenue pipelines The main reasons
for using tools like Microsoft Office
Excel PowerPoint and Google Docs
is the need to compile data perform
calculations and make it
presentable and consumable for a
broader audience
CRM and marketing automation are
the third and fourth most used tools for
analytics and pipeline management
Business Intelligence is a distant fifth in
tools used
Marketing technology vendors can
innovate their analytics capabilities to
make it easier for marketers to conduct
analysis within the systems of record
Spreadsheets and slide decks will
likely always be a part of the marketing
toolset However based on
responses to this benchmark survey
itrsquos likely that disparate tools require
significant amounts of time each month
to gather analyze and communicate
data which takes marketers away from
driving revenue
WHAT TECHNOLOGIES DO YOU USE FOR MARKETING ANALYTICS AND PIPELINE MANAGEMENT
Spreadsheets (ExcelGoogle)
Customer Data Platform
PowerPoint
Data Warehouse Data Lake
CRM
Business Intelligence
Marketing Automation
Marketing Performance
Other (please specify)
10 30 50 70 9020 40 60 80 1000
29State of Revenue Marketing Report | Heinz Marketing
48 44 8
Spreadsheets CRM MAP Purpose Built
Revenue Marketers
Pipeline Marketers
Activity Marketers
21
32
45
56
34
12
Revenue Marketers are 28x more
likely to Centralize Data and Automate Reporting using purpose-built tools such as
Customer Data Platforms (Revenue Marketers vs Pipeline Marketers)
USE OF TECHNOLOGIES FOR MARKETING ANALYTICS amp PIPELINE MANAGEMENT
CH
AP
TE
R 0
4
30State of Revenue Marketing Report | Heinz Marketing
67 21 12
None Google Analytics Revenue Attribution (CaliberMind
Bizible BrightFunnel etc)
Revenue Marketers
Pipeline Marketers
Activity Marketers
6
36
30
44
64
20
USE OF ATTRIBUTION TECHNOLOGY
Attribution Adoption
Has a Long Way to Go
Response to this question included a variety of technologies and indicates
attribution adoption has a long way to go with nearly 41 of marketers not using any
attribution technology Attribution is a critical tool in measuring revenue performance
and ROI We anticipate increased requirements for marketers with attribution analysis
skills and tools usage
Revenue Marketers are 32x more
likely to use Revenue Attribution Technology (Revenue Marketers vs Demand Marketers)
CH
AP
TE
R 0
4
31State of Revenue Marketing Report | Heinz Marketing
ABM is a Go To Market
Strategy Not a Tech Category
More organizations are pursuing
ABM as a strategy each year as
confidence grows and best practices
are learned However a significant
number of organizations are pursuing
ABM programs without focused tools
and technologies This makes sense
because account-based marketing is
a strategy and process ndash more than an
individual technology platform There
are many technology vendors with ABM
solutions which can support pieces of
an overall ABM strategy This response
potentially shows that ABM solutions
have significant room for growth ndash as
long as the tools support the strategy
53 of marketers are engaged in account-based marketing (ABM) at some level
CH
AP
TE
R 0
4
32State of Revenue Marketing Report | Heinz Marketing
89 11
None ABM Tech (CaliberMind Engagio Demandbase Terminus etc)
Revenue Marketers
Pipeline Marketers
Activity Marketers
43
65
57
35
USE OF DEDICATED ABM TECHNOLOGY
Revenue Marketers
are 16x more likely to use
Account-Based-Marketing Technology (Revenue Marketers vs Pipeline Marketers)
CH
AP
TE
R 0
4
33State of Revenue Marketing Report | Heinz Marketing
01 03 05 07 0902 04 06 08 10
Siloed Marketing and Sales Data Is The Enemy of Revenue Marketing
the customer relationship management
(CRM) and marketing automation
platform (MAP) data to help them
achieve revenue objectives
Marketers are moderately confident in
their CRM and marketing systems data
Data fuels overall marketing
effectiveness Without quality data
sales pipelines will flounder simply
because there isnrsquot enough information
to focus marketing and sales efforts on
the right audience Data management is
hard and often a low priority This shows
in confidence levels marketers have in
HOW CONFIDENT ARE YOU IN THE QUALITY OF YOUR CRM AND
MARKETING DATA TO HELP ACHIEVE YOUR REVENUE OBJECTIVES
0CH
AP
TE
R 0
4
34State of Revenue Marketing Report | Heinz Marketing
What Makes Revenue Marketers Tick
LAST LOOK
35State of Revenue Marketing Report | Heinz Marketing
ALIGNING WITH SALES
ON REVENUE CYCLE
INTEGRATING TECH
CENTRALIZING REVENUE DATA
AUTOMATING REPORTS
MEASURING amp
FORECASTING
Revenue Marketers vs
Activity Marketers are
25xRevenue Marketers vs
Activity Marketers are
28xRevenue Marketers vs
Activity Marketers are
32x
more likely to integrate their
tech centralize revenue data
and automate reporting
more likely to be able to forecast
marketing performance and
measure Pipeline Velocity
more likely to align with sales
on the Revenue Cycle
From embracing organizational change to integrating tech stacks centralizing data
automating reports and pushing the boundaries of audience activation Revenue
Marketers stand out from the pack
36State of Revenue Marketing Report | Heinz Marketing
What Revenue Marketers Do that Separate Them from Everybody Else
They measure to improve
not to prove
They measure and report on
volume value and velocity
(last one is key)
They integrate tech stacks
with ease (using a CDP or
other technologies)
They centralize data (using a CDP
or other technologies)
They are independent of IT and BI
teams and can answer marketing
and sales questions close to real
time even before sales
They automate their marketing
and sales enablement from fixing
and enriching data to scoring
and routing leads and accounts
to attribution and ICP and alerting
sales in real time
They use a mix of go-to-market
(GTM) strategies to optimize for
revenue (aka Hybrid ABM)
They support sales all the way
down to ClosedWon and beyond
(upsellcross-sell)
They work closely with
marketing ops
They commit to 30 or more of
actual revenue and bookings not
just pipeline
They are highly confident in their
ability to hit the revenue target
They work backwards from a
revenue goal using GQMD (Goal
Question Metric Data)
They set their target and commit
numbers early on in the quarter
and are using revenue marketing
software to forecast against it with
trending data week over week
month over month etc
37State of Revenue Marketing Report | Heinz Marketing
Revenue MarketingAssessment
APPENDIX A
Data from this report was used to create our benchmark tool
A complimentary easy self-assessment tool is available online
to help marketers benchmark their revenue marketing maturity
against peers and receive best practices and next steps to
advance their skills
38State of Revenue Marketing Report | Heinz Marketing
MARKETING CHARACTERISTICS
Activity Marketers (33) Pipeline Marketers (45) Revenue Marketers (22)
Accountable for Leads MQLs Activities Pipeline Sourced Influenced RevenueBookings
Revenue Cycle amp Goal NAFunnel Metrics
10 - 30
Funnel + Revenue Metrics
gt 30
GTM Strategy Lead Generation Demand Generation ABM Demand Hybrid ABM PQL
Team Varies Marketing Ops Marketing Ops Analyst BI
Measuring Volume Volume Value Volume Value Velocity
Reporting Past Past Present (Real-time) Past Present Future
(Forecasting)
Attribution ROI NA or First LastWeighted Multi-touch
ROI gt 15x
Algorithmic
ROI gt 2x
Tech Stack
amp Automation
Basic siloed
Basic email automation
CRM - MAP 11 Sync
native connectors
Using point tools to automate
some tasks such as emails and
nurturing
2-way API
integration (Read Write)
Using multi-step automation to fix
data enrich leads segment ideal
customers build target account
lists alert sales and more
Marketing
amp Sales Data
Siloed using spreadsheets
multiple dashboardsCRM MAP reports
One automated dashboard
for any and all revenue data
(aka Single Source of Truth)
(marketing sales product
customer success)
Marketing
amp Sales AlignmentMisaligned lsquoGot leadsrsquo Semi-aligned
Fully-aligned on one
revenue number
39State of Revenue Marketing Report | Heinz Marketing
WHATrsquoS NEXT
Improve your Revenue Marketing skills with our online self assessment tool
Find out how you stack up against your peers and uncover more insights on
marketing measurment analytics revenue attribution ROI and workflow automation
Wersquove used all the benchmarking data from this report to create an easy to use
online self assessment tool that you can use
TAKE THE ASSESSMENT
40State of Revenue Marketing Report | Heinz Marketing
Survey Demographics
241 Benchmark Survey respondents represent a cross-section
of industries company sizes roles and market focus Marketers
who work for large medium and small organizations as well as
those who focus on enterprise mid-market and small business
are all represented Additionally most respondents work in
B2B marketing operations demand generation or VPCMO
roles The responses provide a valuable cross-section of input
on the priorities challenges faced capabilities and objectives
41State of Revenue Marketing Report | Heinz Marketing
ROLE WITHIN MARKETING
205 CMO VP of Marketing
1967 Marketing Operations
1213 Demand Generation
10 C-level Executive
SIZE OF MARKETING TEAMS
36 have 1-3 people
22 have 4-5 people
15 have 6-10 people
26 have 11 or more people
TOP INDUSTRIES
44 Tech
22 Professional Services
9 Manufacturing
COMPANY SIZE
25 1-25 employees
45 26-500 employees
15 501-2500 employees
15 Over 2500 employees
MARKET SEGMENT FOCUS
18 Small Business
39 Mid-Market
42 Enterprise
42State of Revenue Marketing Report | Heinz Marketing
A Heinz Marketing Report Commissioned By CaliberMind
ABOUT HEINZ MARKETING
Heinz Marketing is a B2B marketing and sales acceleration
firm that delivers measurable revenue results Every strategy
tactic and action has a specific measured purpose Instead
of focusing on the activities we focus on the outcomes
What really matters is sales pipeline closing business and
accelerating revenue Follow us on Twitter HeinzMarketing
httpswwwheinzmarketingcom
ABOUT CALIBERMIND
CaliberMind is the leading B2B Customer Data Platform for
Revenue Marketers By bringing together data analytics
attribution and smart workflow automation CaliberMind
empowers marketing and sales teams to grow revenue
faster together FREE to try easy to buy and use and 100
UnMarTech
httpswwwcalibermindcom
All rights reserved No part of this
publication may be reproduced or
transmitted in any form or by any
means electronic or mechanical
including photocopy recording or
any information storage and retrieval
system without prior permission in
writing from the publisher
Copyright copyCaliberMind Inc 2018
27State of Revenue Marketing Report | Heinz Marketing
Revenue Marketing Technology and Data
04
28State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
4
Marketers Live in Spreadsheet Hell CRM and
Marketing Automation
Offer Limited Reporting
Marketers canrsquot live without
spreadsheets or slide decks even
when measuring and managing
revenue pipelines The main reasons
for using tools like Microsoft Office
Excel PowerPoint and Google Docs
is the need to compile data perform
calculations and make it
presentable and consumable for a
broader audience
CRM and marketing automation are
the third and fourth most used tools for
analytics and pipeline management
Business Intelligence is a distant fifth in
tools used
Marketing technology vendors can
innovate their analytics capabilities to
make it easier for marketers to conduct
analysis within the systems of record
Spreadsheets and slide decks will
likely always be a part of the marketing
toolset However based on
responses to this benchmark survey
itrsquos likely that disparate tools require
significant amounts of time each month
to gather analyze and communicate
data which takes marketers away from
driving revenue
WHAT TECHNOLOGIES DO YOU USE FOR MARKETING ANALYTICS AND PIPELINE MANAGEMENT
Spreadsheets (ExcelGoogle)
Customer Data Platform
PowerPoint
Data Warehouse Data Lake
CRM
Business Intelligence
Marketing Automation
Marketing Performance
Other (please specify)
10 30 50 70 9020 40 60 80 1000
29State of Revenue Marketing Report | Heinz Marketing
48 44 8
Spreadsheets CRM MAP Purpose Built
Revenue Marketers
Pipeline Marketers
Activity Marketers
21
32
45
56
34
12
Revenue Marketers are 28x more
likely to Centralize Data and Automate Reporting using purpose-built tools such as
Customer Data Platforms (Revenue Marketers vs Pipeline Marketers)
USE OF TECHNOLOGIES FOR MARKETING ANALYTICS amp PIPELINE MANAGEMENT
CH
AP
TE
R 0
4
30State of Revenue Marketing Report | Heinz Marketing
67 21 12
None Google Analytics Revenue Attribution (CaliberMind
Bizible BrightFunnel etc)
Revenue Marketers
Pipeline Marketers
Activity Marketers
6
36
30
44
64
20
USE OF ATTRIBUTION TECHNOLOGY
Attribution Adoption
Has a Long Way to Go
Response to this question included a variety of technologies and indicates
attribution adoption has a long way to go with nearly 41 of marketers not using any
attribution technology Attribution is a critical tool in measuring revenue performance
and ROI We anticipate increased requirements for marketers with attribution analysis
skills and tools usage
Revenue Marketers are 32x more
likely to use Revenue Attribution Technology (Revenue Marketers vs Demand Marketers)
CH
AP
TE
R 0
4
31State of Revenue Marketing Report | Heinz Marketing
ABM is a Go To Market
Strategy Not a Tech Category
More organizations are pursuing
ABM as a strategy each year as
confidence grows and best practices
are learned However a significant
number of organizations are pursuing
ABM programs without focused tools
and technologies This makes sense
because account-based marketing is
a strategy and process ndash more than an
individual technology platform There
are many technology vendors with ABM
solutions which can support pieces of
an overall ABM strategy This response
potentially shows that ABM solutions
have significant room for growth ndash as
long as the tools support the strategy
53 of marketers are engaged in account-based marketing (ABM) at some level
CH
AP
TE
R 0
4
32State of Revenue Marketing Report | Heinz Marketing
89 11
None ABM Tech (CaliberMind Engagio Demandbase Terminus etc)
Revenue Marketers
Pipeline Marketers
Activity Marketers
43
65
57
35
USE OF DEDICATED ABM TECHNOLOGY
Revenue Marketers
are 16x more likely to use
Account-Based-Marketing Technology (Revenue Marketers vs Pipeline Marketers)
CH
AP
TE
R 0
4
33State of Revenue Marketing Report | Heinz Marketing
01 03 05 07 0902 04 06 08 10
Siloed Marketing and Sales Data Is The Enemy of Revenue Marketing
the customer relationship management
(CRM) and marketing automation
platform (MAP) data to help them
achieve revenue objectives
Marketers are moderately confident in
their CRM and marketing systems data
Data fuels overall marketing
effectiveness Without quality data
sales pipelines will flounder simply
because there isnrsquot enough information
to focus marketing and sales efforts on
the right audience Data management is
hard and often a low priority This shows
in confidence levels marketers have in
HOW CONFIDENT ARE YOU IN THE QUALITY OF YOUR CRM AND
MARKETING DATA TO HELP ACHIEVE YOUR REVENUE OBJECTIVES
0CH
AP
TE
R 0
4
34State of Revenue Marketing Report | Heinz Marketing
What Makes Revenue Marketers Tick
LAST LOOK
35State of Revenue Marketing Report | Heinz Marketing
ALIGNING WITH SALES
ON REVENUE CYCLE
INTEGRATING TECH
CENTRALIZING REVENUE DATA
AUTOMATING REPORTS
MEASURING amp
FORECASTING
Revenue Marketers vs
Activity Marketers are
25xRevenue Marketers vs
Activity Marketers are
28xRevenue Marketers vs
Activity Marketers are
32x
more likely to integrate their
tech centralize revenue data
and automate reporting
more likely to be able to forecast
marketing performance and
measure Pipeline Velocity
more likely to align with sales
on the Revenue Cycle
From embracing organizational change to integrating tech stacks centralizing data
automating reports and pushing the boundaries of audience activation Revenue
Marketers stand out from the pack
36State of Revenue Marketing Report | Heinz Marketing
What Revenue Marketers Do that Separate Them from Everybody Else
They measure to improve
not to prove
They measure and report on
volume value and velocity
(last one is key)
They integrate tech stacks
with ease (using a CDP or
other technologies)
They centralize data (using a CDP
or other technologies)
They are independent of IT and BI
teams and can answer marketing
and sales questions close to real
time even before sales
They automate their marketing
and sales enablement from fixing
and enriching data to scoring
and routing leads and accounts
to attribution and ICP and alerting
sales in real time
They use a mix of go-to-market
(GTM) strategies to optimize for
revenue (aka Hybrid ABM)
They support sales all the way
down to ClosedWon and beyond
(upsellcross-sell)
They work closely with
marketing ops
They commit to 30 or more of
actual revenue and bookings not
just pipeline
They are highly confident in their
ability to hit the revenue target
They work backwards from a
revenue goal using GQMD (Goal
Question Metric Data)
They set their target and commit
numbers early on in the quarter
and are using revenue marketing
software to forecast against it with
trending data week over week
month over month etc
37State of Revenue Marketing Report | Heinz Marketing
Revenue MarketingAssessment
APPENDIX A
Data from this report was used to create our benchmark tool
A complimentary easy self-assessment tool is available online
to help marketers benchmark their revenue marketing maturity
against peers and receive best practices and next steps to
advance their skills
38State of Revenue Marketing Report | Heinz Marketing
MARKETING CHARACTERISTICS
Activity Marketers (33) Pipeline Marketers (45) Revenue Marketers (22)
Accountable for Leads MQLs Activities Pipeline Sourced Influenced RevenueBookings
Revenue Cycle amp Goal NAFunnel Metrics
10 - 30
Funnel + Revenue Metrics
gt 30
GTM Strategy Lead Generation Demand Generation ABM Demand Hybrid ABM PQL
Team Varies Marketing Ops Marketing Ops Analyst BI
Measuring Volume Volume Value Volume Value Velocity
Reporting Past Past Present (Real-time) Past Present Future
(Forecasting)
Attribution ROI NA or First LastWeighted Multi-touch
ROI gt 15x
Algorithmic
ROI gt 2x
Tech Stack
amp Automation
Basic siloed
Basic email automation
CRM - MAP 11 Sync
native connectors
Using point tools to automate
some tasks such as emails and
nurturing
2-way API
integration (Read Write)
Using multi-step automation to fix
data enrich leads segment ideal
customers build target account
lists alert sales and more
Marketing
amp Sales Data
Siloed using spreadsheets
multiple dashboardsCRM MAP reports
One automated dashboard
for any and all revenue data
(aka Single Source of Truth)
(marketing sales product
customer success)
Marketing
amp Sales AlignmentMisaligned lsquoGot leadsrsquo Semi-aligned
Fully-aligned on one
revenue number
39State of Revenue Marketing Report | Heinz Marketing
WHATrsquoS NEXT
Improve your Revenue Marketing skills with our online self assessment tool
Find out how you stack up against your peers and uncover more insights on
marketing measurment analytics revenue attribution ROI and workflow automation
Wersquove used all the benchmarking data from this report to create an easy to use
online self assessment tool that you can use
TAKE THE ASSESSMENT
40State of Revenue Marketing Report | Heinz Marketing
Survey Demographics
241 Benchmark Survey respondents represent a cross-section
of industries company sizes roles and market focus Marketers
who work for large medium and small organizations as well as
those who focus on enterprise mid-market and small business
are all represented Additionally most respondents work in
B2B marketing operations demand generation or VPCMO
roles The responses provide a valuable cross-section of input
on the priorities challenges faced capabilities and objectives
41State of Revenue Marketing Report | Heinz Marketing
ROLE WITHIN MARKETING
205 CMO VP of Marketing
1967 Marketing Operations
1213 Demand Generation
10 C-level Executive
SIZE OF MARKETING TEAMS
36 have 1-3 people
22 have 4-5 people
15 have 6-10 people
26 have 11 or more people
TOP INDUSTRIES
44 Tech
22 Professional Services
9 Manufacturing
COMPANY SIZE
25 1-25 employees
45 26-500 employees
15 501-2500 employees
15 Over 2500 employees
MARKET SEGMENT FOCUS
18 Small Business
39 Mid-Market
42 Enterprise
42State of Revenue Marketing Report | Heinz Marketing
A Heinz Marketing Report Commissioned By CaliberMind
ABOUT HEINZ MARKETING
Heinz Marketing is a B2B marketing and sales acceleration
firm that delivers measurable revenue results Every strategy
tactic and action has a specific measured purpose Instead
of focusing on the activities we focus on the outcomes
What really matters is sales pipeline closing business and
accelerating revenue Follow us on Twitter HeinzMarketing
httpswwwheinzmarketingcom
ABOUT CALIBERMIND
CaliberMind is the leading B2B Customer Data Platform for
Revenue Marketers By bringing together data analytics
attribution and smart workflow automation CaliberMind
empowers marketing and sales teams to grow revenue
faster together FREE to try easy to buy and use and 100
UnMarTech
httpswwwcalibermindcom
All rights reserved No part of this
publication may be reproduced or
transmitted in any form or by any
means electronic or mechanical
including photocopy recording or
any information storage and retrieval
system without prior permission in
writing from the publisher
Copyright copyCaliberMind Inc 2018
28State of Revenue Marketing Report | Heinz Marketing
CH
AP
TE
R 0
4
Marketers Live in Spreadsheet Hell CRM and
Marketing Automation
Offer Limited Reporting
Marketers canrsquot live without
spreadsheets or slide decks even
when measuring and managing
revenue pipelines The main reasons
for using tools like Microsoft Office
Excel PowerPoint and Google Docs
is the need to compile data perform
calculations and make it
presentable and consumable for a
broader audience
CRM and marketing automation are
the third and fourth most used tools for
analytics and pipeline management
Business Intelligence is a distant fifth in
tools used
Marketing technology vendors can
innovate their analytics capabilities to
make it easier for marketers to conduct
analysis within the systems of record
Spreadsheets and slide decks will
likely always be a part of the marketing
toolset However based on
responses to this benchmark survey
itrsquos likely that disparate tools require
significant amounts of time each month
to gather analyze and communicate
data which takes marketers away from
driving revenue
WHAT TECHNOLOGIES DO YOU USE FOR MARKETING ANALYTICS AND PIPELINE MANAGEMENT
Spreadsheets (ExcelGoogle)
Customer Data Platform
PowerPoint
Data Warehouse Data Lake
CRM
Business Intelligence
Marketing Automation
Marketing Performance
Other (please specify)
10 30 50 70 9020 40 60 80 1000
29State of Revenue Marketing Report | Heinz Marketing
48 44 8
Spreadsheets CRM MAP Purpose Built
Revenue Marketers
Pipeline Marketers
Activity Marketers
21
32
45
56
34
12
Revenue Marketers are 28x more
likely to Centralize Data and Automate Reporting using purpose-built tools such as
Customer Data Platforms (Revenue Marketers vs Pipeline Marketers)
USE OF TECHNOLOGIES FOR MARKETING ANALYTICS amp PIPELINE MANAGEMENT
CH
AP
TE
R 0
4
30State of Revenue Marketing Report | Heinz Marketing
67 21 12
None Google Analytics Revenue Attribution (CaliberMind
Bizible BrightFunnel etc)
Revenue Marketers
Pipeline Marketers
Activity Marketers
6
36
30
44
64
20
USE OF ATTRIBUTION TECHNOLOGY
Attribution Adoption
Has a Long Way to Go
Response to this question included a variety of technologies and indicates
attribution adoption has a long way to go with nearly 41 of marketers not using any
attribution technology Attribution is a critical tool in measuring revenue performance
and ROI We anticipate increased requirements for marketers with attribution analysis
skills and tools usage
Revenue Marketers are 32x more
likely to use Revenue Attribution Technology (Revenue Marketers vs Demand Marketers)
CH
AP
TE
R 0
4
31State of Revenue Marketing Report | Heinz Marketing
ABM is a Go To Market
Strategy Not a Tech Category
More organizations are pursuing
ABM as a strategy each year as
confidence grows and best practices
are learned However a significant
number of organizations are pursuing
ABM programs without focused tools
and technologies This makes sense
because account-based marketing is
a strategy and process ndash more than an
individual technology platform There
are many technology vendors with ABM
solutions which can support pieces of
an overall ABM strategy This response
potentially shows that ABM solutions
have significant room for growth ndash as
long as the tools support the strategy
53 of marketers are engaged in account-based marketing (ABM) at some level
CH
AP
TE
R 0
4
32State of Revenue Marketing Report | Heinz Marketing
89 11
None ABM Tech (CaliberMind Engagio Demandbase Terminus etc)
Revenue Marketers
Pipeline Marketers
Activity Marketers
43
65
57
35
USE OF DEDICATED ABM TECHNOLOGY
Revenue Marketers
are 16x more likely to use
Account-Based-Marketing Technology (Revenue Marketers vs Pipeline Marketers)
CH
AP
TE
R 0
4
33State of Revenue Marketing Report | Heinz Marketing
01 03 05 07 0902 04 06 08 10
Siloed Marketing and Sales Data Is The Enemy of Revenue Marketing
the customer relationship management
(CRM) and marketing automation
platform (MAP) data to help them
achieve revenue objectives
Marketers are moderately confident in
their CRM and marketing systems data
Data fuels overall marketing
effectiveness Without quality data
sales pipelines will flounder simply
because there isnrsquot enough information
to focus marketing and sales efforts on
the right audience Data management is
hard and often a low priority This shows
in confidence levels marketers have in
HOW CONFIDENT ARE YOU IN THE QUALITY OF YOUR CRM AND
MARKETING DATA TO HELP ACHIEVE YOUR REVENUE OBJECTIVES
0CH
AP
TE
R 0
4
34State of Revenue Marketing Report | Heinz Marketing
What Makes Revenue Marketers Tick
LAST LOOK
35State of Revenue Marketing Report | Heinz Marketing
ALIGNING WITH SALES
ON REVENUE CYCLE
INTEGRATING TECH
CENTRALIZING REVENUE DATA
AUTOMATING REPORTS
MEASURING amp
FORECASTING
Revenue Marketers vs
Activity Marketers are
25xRevenue Marketers vs
Activity Marketers are
28xRevenue Marketers vs
Activity Marketers are
32x
more likely to integrate their
tech centralize revenue data
and automate reporting
more likely to be able to forecast
marketing performance and
measure Pipeline Velocity
more likely to align with sales
on the Revenue Cycle
From embracing organizational change to integrating tech stacks centralizing data
automating reports and pushing the boundaries of audience activation Revenue
Marketers stand out from the pack
36State of Revenue Marketing Report | Heinz Marketing
What Revenue Marketers Do that Separate Them from Everybody Else
They measure to improve
not to prove
They measure and report on
volume value and velocity
(last one is key)
They integrate tech stacks
with ease (using a CDP or
other technologies)
They centralize data (using a CDP
or other technologies)
They are independent of IT and BI
teams and can answer marketing
and sales questions close to real
time even before sales
They automate their marketing
and sales enablement from fixing
and enriching data to scoring
and routing leads and accounts
to attribution and ICP and alerting
sales in real time
They use a mix of go-to-market
(GTM) strategies to optimize for
revenue (aka Hybrid ABM)
They support sales all the way
down to ClosedWon and beyond
(upsellcross-sell)
They work closely with
marketing ops
They commit to 30 or more of
actual revenue and bookings not
just pipeline
They are highly confident in their
ability to hit the revenue target
They work backwards from a
revenue goal using GQMD (Goal
Question Metric Data)
They set their target and commit
numbers early on in the quarter
and are using revenue marketing
software to forecast against it with
trending data week over week
month over month etc
37State of Revenue Marketing Report | Heinz Marketing
Revenue MarketingAssessment
APPENDIX A
Data from this report was used to create our benchmark tool
A complimentary easy self-assessment tool is available online
to help marketers benchmark their revenue marketing maturity
against peers and receive best practices and next steps to
advance their skills
38State of Revenue Marketing Report | Heinz Marketing
MARKETING CHARACTERISTICS
Activity Marketers (33) Pipeline Marketers (45) Revenue Marketers (22)
Accountable for Leads MQLs Activities Pipeline Sourced Influenced RevenueBookings
Revenue Cycle amp Goal NAFunnel Metrics
10 - 30
Funnel + Revenue Metrics
gt 30
GTM Strategy Lead Generation Demand Generation ABM Demand Hybrid ABM PQL
Team Varies Marketing Ops Marketing Ops Analyst BI
Measuring Volume Volume Value Volume Value Velocity
Reporting Past Past Present (Real-time) Past Present Future
(Forecasting)
Attribution ROI NA or First LastWeighted Multi-touch
ROI gt 15x
Algorithmic
ROI gt 2x
Tech Stack
amp Automation
Basic siloed
Basic email automation
CRM - MAP 11 Sync
native connectors
Using point tools to automate
some tasks such as emails and
nurturing
2-way API
integration (Read Write)
Using multi-step automation to fix
data enrich leads segment ideal
customers build target account
lists alert sales and more
Marketing
amp Sales Data
Siloed using spreadsheets
multiple dashboardsCRM MAP reports
One automated dashboard
for any and all revenue data
(aka Single Source of Truth)
(marketing sales product
customer success)
Marketing
amp Sales AlignmentMisaligned lsquoGot leadsrsquo Semi-aligned
Fully-aligned on one
revenue number
39State of Revenue Marketing Report | Heinz Marketing
WHATrsquoS NEXT
Improve your Revenue Marketing skills with our online self assessment tool
Find out how you stack up against your peers and uncover more insights on
marketing measurment analytics revenue attribution ROI and workflow automation
Wersquove used all the benchmarking data from this report to create an easy to use
online self assessment tool that you can use
TAKE THE ASSESSMENT
40State of Revenue Marketing Report | Heinz Marketing
Survey Demographics
241 Benchmark Survey respondents represent a cross-section
of industries company sizes roles and market focus Marketers
who work for large medium and small organizations as well as
those who focus on enterprise mid-market and small business
are all represented Additionally most respondents work in
B2B marketing operations demand generation or VPCMO
roles The responses provide a valuable cross-section of input
on the priorities challenges faced capabilities and objectives
41State of Revenue Marketing Report | Heinz Marketing
ROLE WITHIN MARKETING
205 CMO VP of Marketing
1967 Marketing Operations
1213 Demand Generation
10 C-level Executive
SIZE OF MARKETING TEAMS
36 have 1-3 people
22 have 4-5 people
15 have 6-10 people
26 have 11 or more people
TOP INDUSTRIES
44 Tech
22 Professional Services
9 Manufacturing
COMPANY SIZE
25 1-25 employees
45 26-500 employees
15 501-2500 employees
15 Over 2500 employees
MARKET SEGMENT FOCUS
18 Small Business
39 Mid-Market
42 Enterprise
42State of Revenue Marketing Report | Heinz Marketing
A Heinz Marketing Report Commissioned By CaliberMind
ABOUT HEINZ MARKETING
Heinz Marketing is a B2B marketing and sales acceleration
firm that delivers measurable revenue results Every strategy
tactic and action has a specific measured purpose Instead
of focusing on the activities we focus on the outcomes
What really matters is sales pipeline closing business and
accelerating revenue Follow us on Twitter HeinzMarketing
httpswwwheinzmarketingcom
ABOUT CALIBERMIND
CaliberMind is the leading B2B Customer Data Platform for
Revenue Marketers By bringing together data analytics
attribution and smart workflow automation CaliberMind
empowers marketing and sales teams to grow revenue
faster together FREE to try easy to buy and use and 100
UnMarTech
httpswwwcalibermindcom
All rights reserved No part of this
publication may be reproduced or
transmitted in any form or by any
means electronic or mechanical
including photocopy recording or
any information storage and retrieval
system without prior permission in
writing from the publisher
Copyright copyCaliberMind Inc 2018
29State of Revenue Marketing Report | Heinz Marketing
48 44 8
Spreadsheets CRM MAP Purpose Built
Revenue Marketers
Pipeline Marketers
Activity Marketers
21
32
45
56
34
12
Revenue Marketers are 28x more
likely to Centralize Data and Automate Reporting using purpose-built tools such as
Customer Data Platforms (Revenue Marketers vs Pipeline Marketers)
USE OF TECHNOLOGIES FOR MARKETING ANALYTICS amp PIPELINE MANAGEMENT
CH
AP
TE
R 0
4
30State of Revenue Marketing Report | Heinz Marketing
67 21 12
None Google Analytics Revenue Attribution (CaliberMind
Bizible BrightFunnel etc)
Revenue Marketers
Pipeline Marketers
Activity Marketers
6
36
30
44
64
20
USE OF ATTRIBUTION TECHNOLOGY
Attribution Adoption
Has a Long Way to Go
Response to this question included a variety of technologies and indicates
attribution adoption has a long way to go with nearly 41 of marketers not using any
attribution technology Attribution is a critical tool in measuring revenue performance
and ROI We anticipate increased requirements for marketers with attribution analysis
skills and tools usage
Revenue Marketers are 32x more
likely to use Revenue Attribution Technology (Revenue Marketers vs Demand Marketers)
CH
AP
TE
R 0
4
31State of Revenue Marketing Report | Heinz Marketing
ABM is a Go To Market
Strategy Not a Tech Category
More organizations are pursuing
ABM as a strategy each year as
confidence grows and best practices
are learned However a significant
number of organizations are pursuing
ABM programs without focused tools
and technologies This makes sense
because account-based marketing is
a strategy and process ndash more than an
individual technology platform There
are many technology vendors with ABM
solutions which can support pieces of
an overall ABM strategy This response
potentially shows that ABM solutions
have significant room for growth ndash as
long as the tools support the strategy
53 of marketers are engaged in account-based marketing (ABM) at some level
CH
AP
TE
R 0
4
32State of Revenue Marketing Report | Heinz Marketing
89 11
None ABM Tech (CaliberMind Engagio Demandbase Terminus etc)
Revenue Marketers
Pipeline Marketers
Activity Marketers
43
65
57
35
USE OF DEDICATED ABM TECHNOLOGY
Revenue Marketers
are 16x more likely to use
Account-Based-Marketing Technology (Revenue Marketers vs Pipeline Marketers)
CH
AP
TE
R 0
4
33State of Revenue Marketing Report | Heinz Marketing
01 03 05 07 0902 04 06 08 10
Siloed Marketing and Sales Data Is The Enemy of Revenue Marketing
the customer relationship management
(CRM) and marketing automation
platform (MAP) data to help them
achieve revenue objectives
Marketers are moderately confident in
their CRM and marketing systems data
Data fuels overall marketing
effectiveness Without quality data
sales pipelines will flounder simply
because there isnrsquot enough information
to focus marketing and sales efforts on
the right audience Data management is
hard and often a low priority This shows
in confidence levels marketers have in
HOW CONFIDENT ARE YOU IN THE QUALITY OF YOUR CRM AND
MARKETING DATA TO HELP ACHIEVE YOUR REVENUE OBJECTIVES
0CH
AP
TE
R 0
4
34State of Revenue Marketing Report | Heinz Marketing
What Makes Revenue Marketers Tick
LAST LOOK
35State of Revenue Marketing Report | Heinz Marketing
ALIGNING WITH SALES
ON REVENUE CYCLE
INTEGRATING TECH
CENTRALIZING REVENUE DATA
AUTOMATING REPORTS
MEASURING amp
FORECASTING
Revenue Marketers vs
Activity Marketers are
25xRevenue Marketers vs
Activity Marketers are
28xRevenue Marketers vs
Activity Marketers are
32x
more likely to integrate their
tech centralize revenue data
and automate reporting
more likely to be able to forecast
marketing performance and
measure Pipeline Velocity
more likely to align with sales
on the Revenue Cycle
From embracing organizational change to integrating tech stacks centralizing data
automating reports and pushing the boundaries of audience activation Revenue
Marketers stand out from the pack
36State of Revenue Marketing Report | Heinz Marketing
What Revenue Marketers Do that Separate Them from Everybody Else
They measure to improve
not to prove
They measure and report on
volume value and velocity
(last one is key)
They integrate tech stacks
with ease (using a CDP or
other technologies)
They centralize data (using a CDP
or other technologies)
They are independent of IT and BI
teams and can answer marketing
and sales questions close to real
time even before sales
They automate their marketing
and sales enablement from fixing
and enriching data to scoring
and routing leads and accounts
to attribution and ICP and alerting
sales in real time
They use a mix of go-to-market
(GTM) strategies to optimize for
revenue (aka Hybrid ABM)
They support sales all the way
down to ClosedWon and beyond
(upsellcross-sell)
They work closely with
marketing ops
They commit to 30 or more of
actual revenue and bookings not
just pipeline
They are highly confident in their
ability to hit the revenue target
They work backwards from a
revenue goal using GQMD (Goal
Question Metric Data)
They set their target and commit
numbers early on in the quarter
and are using revenue marketing
software to forecast against it with
trending data week over week
month over month etc
37State of Revenue Marketing Report | Heinz Marketing
Revenue MarketingAssessment
APPENDIX A
Data from this report was used to create our benchmark tool
A complimentary easy self-assessment tool is available online
to help marketers benchmark their revenue marketing maturity
against peers and receive best practices and next steps to
advance their skills
38State of Revenue Marketing Report | Heinz Marketing
MARKETING CHARACTERISTICS
Activity Marketers (33) Pipeline Marketers (45) Revenue Marketers (22)
Accountable for Leads MQLs Activities Pipeline Sourced Influenced RevenueBookings
Revenue Cycle amp Goal NAFunnel Metrics
10 - 30
Funnel + Revenue Metrics
gt 30
GTM Strategy Lead Generation Demand Generation ABM Demand Hybrid ABM PQL
Team Varies Marketing Ops Marketing Ops Analyst BI
Measuring Volume Volume Value Volume Value Velocity
Reporting Past Past Present (Real-time) Past Present Future
(Forecasting)
Attribution ROI NA or First LastWeighted Multi-touch
ROI gt 15x
Algorithmic
ROI gt 2x
Tech Stack
amp Automation
Basic siloed
Basic email automation
CRM - MAP 11 Sync
native connectors
Using point tools to automate
some tasks such as emails and
nurturing
2-way API
integration (Read Write)
Using multi-step automation to fix
data enrich leads segment ideal
customers build target account
lists alert sales and more
Marketing
amp Sales Data
Siloed using spreadsheets
multiple dashboardsCRM MAP reports
One automated dashboard
for any and all revenue data
(aka Single Source of Truth)
(marketing sales product
customer success)
Marketing
amp Sales AlignmentMisaligned lsquoGot leadsrsquo Semi-aligned
Fully-aligned on one
revenue number
39State of Revenue Marketing Report | Heinz Marketing
WHATrsquoS NEXT
Improve your Revenue Marketing skills with our online self assessment tool
Find out how you stack up against your peers and uncover more insights on
marketing measurment analytics revenue attribution ROI and workflow automation
Wersquove used all the benchmarking data from this report to create an easy to use
online self assessment tool that you can use
TAKE THE ASSESSMENT
40State of Revenue Marketing Report | Heinz Marketing
Survey Demographics
241 Benchmark Survey respondents represent a cross-section
of industries company sizes roles and market focus Marketers
who work for large medium and small organizations as well as
those who focus on enterprise mid-market and small business
are all represented Additionally most respondents work in
B2B marketing operations demand generation or VPCMO
roles The responses provide a valuable cross-section of input
on the priorities challenges faced capabilities and objectives
41State of Revenue Marketing Report | Heinz Marketing
ROLE WITHIN MARKETING
205 CMO VP of Marketing
1967 Marketing Operations
1213 Demand Generation
10 C-level Executive
SIZE OF MARKETING TEAMS
36 have 1-3 people
22 have 4-5 people
15 have 6-10 people
26 have 11 or more people
TOP INDUSTRIES
44 Tech
22 Professional Services
9 Manufacturing
COMPANY SIZE
25 1-25 employees
45 26-500 employees
15 501-2500 employees
15 Over 2500 employees
MARKET SEGMENT FOCUS
18 Small Business
39 Mid-Market
42 Enterprise
42State of Revenue Marketing Report | Heinz Marketing
A Heinz Marketing Report Commissioned By CaliberMind
ABOUT HEINZ MARKETING
Heinz Marketing is a B2B marketing and sales acceleration
firm that delivers measurable revenue results Every strategy
tactic and action has a specific measured purpose Instead
of focusing on the activities we focus on the outcomes
What really matters is sales pipeline closing business and
accelerating revenue Follow us on Twitter HeinzMarketing
httpswwwheinzmarketingcom
ABOUT CALIBERMIND
CaliberMind is the leading B2B Customer Data Platform for
Revenue Marketers By bringing together data analytics
attribution and smart workflow automation CaliberMind
empowers marketing and sales teams to grow revenue
faster together FREE to try easy to buy and use and 100
UnMarTech
httpswwwcalibermindcom
All rights reserved No part of this
publication may be reproduced or
transmitted in any form or by any
means electronic or mechanical
including photocopy recording or
any information storage and retrieval
system without prior permission in
writing from the publisher
Copyright copyCaliberMind Inc 2018
30State of Revenue Marketing Report | Heinz Marketing
67 21 12
None Google Analytics Revenue Attribution (CaliberMind
Bizible BrightFunnel etc)
Revenue Marketers
Pipeline Marketers
Activity Marketers
6
36
30
44
64
20
USE OF ATTRIBUTION TECHNOLOGY
Attribution Adoption
Has a Long Way to Go
Response to this question included a variety of technologies and indicates
attribution adoption has a long way to go with nearly 41 of marketers not using any
attribution technology Attribution is a critical tool in measuring revenue performance
and ROI We anticipate increased requirements for marketers with attribution analysis
skills and tools usage
Revenue Marketers are 32x more
likely to use Revenue Attribution Technology (Revenue Marketers vs Demand Marketers)
CH
AP
TE
R 0
4
31State of Revenue Marketing Report | Heinz Marketing
ABM is a Go To Market
Strategy Not a Tech Category
More organizations are pursuing
ABM as a strategy each year as
confidence grows and best practices
are learned However a significant
number of organizations are pursuing
ABM programs without focused tools
and technologies This makes sense
because account-based marketing is
a strategy and process ndash more than an
individual technology platform There
are many technology vendors with ABM
solutions which can support pieces of
an overall ABM strategy This response
potentially shows that ABM solutions
have significant room for growth ndash as
long as the tools support the strategy
53 of marketers are engaged in account-based marketing (ABM) at some level
CH
AP
TE
R 0
4
32State of Revenue Marketing Report | Heinz Marketing
89 11
None ABM Tech (CaliberMind Engagio Demandbase Terminus etc)
Revenue Marketers
Pipeline Marketers
Activity Marketers
43
65
57
35
USE OF DEDICATED ABM TECHNOLOGY
Revenue Marketers
are 16x more likely to use
Account-Based-Marketing Technology (Revenue Marketers vs Pipeline Marketers)
CH
AP
TE
R 0
4
33State of Revenue Marketing Report | Heinz Marketing
01 03 05 07 0902 04 06 08 10
Siloed Marketing and Sales Data Is The Enemy of Revenue Marketing
the customer relationship management
(CRM) and marketing automation
platform (MAP) data to help them
achieve revenue objectives
Marketers are moderately confident in
their CRM and marketing systems data
Data fuels overall marketing
effectiveness Without quality data
sales pipelines will flounder simply
because there isnrsquot enough information
to focus marketing and sales efforts on
the right audience Data management is
hard and often a low priority This shows
in confidence levels marketers have in
HOW CONFIDENT ARE YOU IN THE QUALITY OF YOUR CRM AND
MARKETING DATA TO HELP ACHIEVE YOUR REVENUE OBJECTIVES
0CH
AP
TE
R 0
4
34State of Revenue Marketing Report | Heinz Marketing
What Makes Revenue Marketers Tick
LAST LOOK
35State of Revenue Marketing Report | Heinz Marketing
ALIGNING WITH SALES
ON REVENUE CYCLE
INTEGRATING TECH
CENTRALIZING REVENUE DATA
AUTOMATING REPORTS
MEASURING amp
FORECASTING
Revenue Marketers vs
Activity Marketers are
25xRevenue Marketers vs
Activity Marketers are
28xRevenue Marketers vs
Activity Marketers are
32x
more likely to integrate their
tech centralize revenue data
and automate reporting
more likely to be able to forecast
marketing performance and
measure Pipeline Velocity
more likely to align with sales
on the Revenue Cycle
From embracing organizational change to integrating tech stacks centralizing data
automating reports and pushing the boundaries of audience activation Revenue
Marketers stand out from the pack
36State of Revenue Marketing Report | Heinz Marketing
What Revenue Marketers Do that Separate Them from Everybody Else
They measure to improve
not to prove
They measure and report on
volume value and velocity
(last one is key)
They integrate tech stacks
with ease (using a CDP or
other technologies)
They centralize data (using a CDP
or other technologies)
They are independent of IT and BI
teams and can answer marketing
and sales questions close to real
time even before sales
They automate their marketing
and sales enablement from fixing
and enriching data to scoring
and routing leads and accounts
to attribution and ICP and alerting
sales in real time
They use a mix of go-to-market
(GTM) strategies to optimize for
revenue (aka Hybrid ABM)
They support sales all the way
down to ClosedWon and beyond
(upsellcross-sell)
They work closely with
marketing ops
They commit to 30 or more of
actual revenue and bookings not
just pipeline
They are highly confident in their
ability to hit the revenue target
They work backwards from a
revenue goal using GQMD (Goal
Question Metric Data)
They set their target and commit
numbers early on in the quarter
and are using revenue marketing
software to forecast against it with
trending data week over week
month over month etc
37State of Revenue Marketing Report | Heinz Marketing
Revenue MarketingAssessment
APPENDIX A
Data from this report was used to create our benchmark tool
A complimentary easy self-assessment tool is available online
to help marketers benchmark their revenue marketing maturity
against peers and receive best practices and next steps to
advance their skills
38State of Revenue Marketing Report | Heinz Marketing
MARKETING CHARACTERISTICS
Activity Marketers (33) Pipeline Marketers (45) Revenue Marketers (22)
Accountable for Leads MQLs Activities Pipeline Sourced Influenced RevenueBookings
Revenue Cycle amp Goal NAFunnel Metrics
10 - 30
Funnel + Revenue Metrics
gt 30
GTM Strategy Lead Generation Demand Generation ABM Demand Hybrid ABM PQL
Team Varies Marketing Ops Marketing Ops Analyst BI
Measuring Volume Volume Value Volume Value Velocity
Reporting Past Past Present (Real-time) Past Present Future
(Forecasting)
Attribution ROI NA or First LastWeighted Multi-touch
ROI gt 15x
Algorithmic
ROI gt 2x
Tech Stack
amp Automation
Basic siloed
Basic email automation
CRM - MAP 11 Sync
native connectors
Using point tools to automate
some tasks such as emails and
nurturing
2-way API
integration (Read Write)
Using multi-step automation to fix
data enrich leads segment ideal
customers build target account
lists alert sales and more
Marketing
amp Sales Data
Siloed using spreadsheets
multiple dashboardsCRM MAP reports
One automated dashboard
for any and all revenue data
(aka Single Source of Truth)
(marketing sales product
customer success)
Marketing
amp Sales AlignmentMisaligned lsquoGot leadsrsquo Semi-aligned
Fully-aligned on one
revenue number
39State of Revenue Marketing Report | Heinz Marketing
WHATrsquoS NEXT
Improve your Revenue Marketing skills with our online self assessment tool
Find out how you stack up against your peers and uncover more insights on
marketing measurment analytics revenue attribution ROI and workflow automation
Wersquove used all the benchmarking data from this report to create an easy to use
online self assessment tool that you can use
TAKE THE ASSESSMENT
40State of Revenue Marketing Report | Heinz Marketing
Survey Demographics
241 Benchmark Survey respondents represent a cross-section
of industries company sizes roles and market focus Marketers
who work for large medium and small organizations as well as
those who focus on enterprise mid-market and small business
are all represented Additionally most respondents work in
B2B marketing operations demand generation or VPCMO
roles The responses provide a valuable cross-section of input
on the priorities challenges faced capabilities and objectives
41State of Revenue Marketing Report | Heinz Marketing
ROLE WITHIN MARKETING
205 CMO VP of Marketing
1967 Marketing Operations
1213 Demand Generation
10 C-level Executive
SIZE OF MARKETING TEAMS
36 have 1-3 people
22 have 4-5 people
15 have 6-10 people
26 have 11 or more people
TOP INDUSTRIES
44 Tech
22 Professional Services
9 Manufacturing
COMPANY SIZE
25 1-25 employees
45 26-500 employees
15 501-2500 employees
15 Over 2500 employees
MARKET SEGMENT FOCUS
18 Small Business
39 Mid-Market
42 Enterprise
42State of Revenue Marketing Report | Heinz Marketing
A Heinz Marketing Report Commissioned By CaliberMind
ABOUT HEINZ MARKETING
Heinz Marketing is a B2B marketing and sales acceleration
firm that delivers measurable revenue results Every strategy
tactic and action has a specific measured purpose Instead
of focusing on the activities we focus on the outcomes
What really matters is sales pipeline closing business and
accelerating revenue Follow us on Twitter HeinzMarketing
httpswwwheinzmarketingcom
ABOUT CALIBERMIND
CaliberMind is the leading B2B Customer Data Platform for
Revenue Marketers By bringing together data analytics
attribution and smart workflow automation CaliberMind
empowers marketing and sales teams to grow revenue
faster together FREE to try easy to buy and use and 100
UnMarTech
httpswwwcalibermindcom
All rights reserved No part of this
publication may be reproduced or
transmitted in any form or by any
means electronic or mechanical
including photocopy recording or
any information storage and retrieval
system without prior permission in
writing from the publisher
Copyright copyCaliberMind Inc 2018
31State of Revenue Marketing Report | Heinz Marketing
ABM is a Go To Market
Strategy Not a Tech Category
More organizations are pursuing
ABM as a strategy each year as
confidence grows and best practices
are learned However a significant
number of organizations are pursuing
ABM programs without focused tools
and technologies This makes sense
because account-based marketing is
a strategy and process ndash more than an
individual technology platform There
are many technology vendors with ABM
solutions which can support pieces of
an overall ABM strategy This response
potentially shows that ABM solutions
have significant room for growth ndash as
long as the tools support the strategy
53 of marketers are engaged in account-based marketing (ABM) at some level
CH
AP
TE
R 0
4
32State of Revenue Marketing Report | Heinz Marketing
89 11
None ABM Tech (CaliberMind Engagio Demandbase Terminus etc)
Revenue Marketers
Pipeline Marketers
Activity Marketers
43
65
57
35
USE OF DEDICATED ABM TECHNOLOGY
Revenue Marketers
are 16x more likely to use
Account-Based-Marketing Technology (Revenue Marketers vs Pipeline Marketers)
CH
AP
TE
R 0
4
33State of Revenue Marketing Report | Heinz Marketing
01 03 05 07 0902 04 06 08 10
Siloed Marketing and Sales Data Is The Enemy of Revenue Marketing
the customer relationship management
(CRM) and marketing automation
platform (MAP) data to help them
achieve revenue objectives
Marketers are moderately confident in
their CRM and marketing systems data
Data fuels overall marketing
effectiveness Without quality data
sales pipelines will flounder simply
because there isnrsquot enough information
to focus marketing and sales efforts on
the right audience Data management is
hard and often a low priority This shows
in confidence levels marketers have in
HOW CONFIDENT ARE YOU IN THE QUALITY OF YOUR CRM AND
MARKETING DATA TO HELP ACHIEVE YOUR REVENUE OBJECTIVES
0CH
AP
TE
R 0
4
34State of Revenue Marketing Report | Heinz Marketing
What Makes Revenue Marketers Tick
LAST LOOK
35State of Revenue Marketing Report | Heinz Marketing
ALIGNING WITH SALES
ON REVENUE CYCLE
INTEGRATING TECH
CENTRALIZING REVENUE DATA
AUTOMATING REPORTS
MEASURING amp
FORECASTING
Revenue Marketers vs
Activity Marketers are
25xRevenue Marketers vs
Activity Marketers are
28xRevenue Marketers vs
Activity Marketers are
32x
more likely to integrate their
tech centralize revenue data
and automate reporting
more likely to be able to forecast
marketing performance and
measure Pipeline Velocity
more likely to align with sales
on the Revenue Cycle
From embracing organizational change to integrating tech stacks centralizing data
automating reports and pushing the boundaries of audience activation Revenue
Marketers stand out from the pack
36State of Revenue Marketing Report | Heinz Marketing
What Revenue Marketers Do that Separate Them from Everybody Else
They measure to improve
not to prove
They measure and report on
volume value and velocity
(last one is key)
They integrate tech stacks
with ease (using a CDP or
other technologies)
They centralize data (using a CDP
or other technologies)
They are independent of IT and BI
teams and can answer marketing
and sales questions close to real
time even before sales
They automate their marketing
and sales enablement from fixing
and enriching data to scoring
and routing leads and accounts
to attribution and ICP and alerting
sales in real time
They use a mix of go-to-market
(GTM) strategies to optimize for
revenue (aka Hybrid ABM)
They support sales all the way
down to ClosedWon and beyond
(upsellcross-sell)
They work closely with
marketing ops
They commit to 30 or more of
actual revenue and bookings not
just pipeline
They are highly confident in their
ability to hit the revenue target
They work backwards from a
revenue goal using GQMD (Goal
Question Metric Data)
They set their target and commit
numbers early on in the quarter
and are using revenue marketing
software to forecast against it with
trending data week over week
month over month etc
37State of Revenue Marketing Report | Heinz Marketing
Revenue MarketingAssessment
APPENDIX A
Data from this report was used to create our benchmark tool
A complimentary easy self-assessment tool is available online
to help marketers benchmark their revenue marketing maturity
against peers and receive best practices and next steps to
advance their skills
38State of Revenue Marketing Report | Heinz Marketing
MARKETING CHARACTERISTICS
Activity Marketers (33) Pipeline Marketers (45) Revenue Marketers (22)
Accountable for Leads MQLs Activities Pipeline Sourced Influenced RevenueBookings
Revenue Cycle amp Goal NAFunnel Metrics
10 - 30
Funnel + Revenue Metrics
gt 30
GTM Strategy Lead Generation Demand Generation ABM Demand Hybrid ABM PQL
Team Varies Marketing Ops Marketing Ops Analyst BI
Measuring Volume Volume Value Volume Value Velocity
Reporting Past Past Present (Real-time) Past Present Future
(Forecasting)
Attribution ROI NA or First LastWeighted Multi-touch
ROI gt 15x
Algorithmic
ROI gt 2x
Tech Stack
amp Automation
Basic siloed
Basic email automation
CRM - MAP 11 Sync
native connectors
Using point tools to automate
some tasks such as emails and
nurturing
2-way API
integration (Read Write)
Using multi-step automation to fix
data enrich leads segment ideal
customers build target account
lists alert sales and more
Marketing
amp Sales Data
Siloed using spreadsheets
multiple dashboardsCRM MAP reports
One automated dashboard
for any and all revenue data
(aka Single Source of Truth)
(marketing sales product
customer success)
Marketing
amp Sales AlignmentMisaligned lsquoGot leadsrsquo Semi-aligned
Fully-aligned on one
revenue number
39State of Revenue Marketing Report | Heinz Marketing
WHATrsquoS NEXT
Improve your Revenue Marketing skills with our online self assessment tool
Find out how you stack up against your peers and uncover more insights on
marketing measurment analytics revenue attribution ROI and workflow automation
Wersquove used all the benchmarking data from this report to create an easy to use
online self assessment tool that you can use
TAKE THE ASSESSMENT
40State of Revenue Marketing Report | Heinz Marketing
Survey Demographics
241 Benchmark Survey respondents represent a cross-section
of industries company sizes roles and market focus Marketers
who work for large medium and small organizations as well as
those who focus on enterprise mid-market and small business
are all represented Additionally most respondents work in
B2B marketing operations demand generation or VPCMO
roles The responses provide a valuable cross-section of input
on the priorities challenges faced capabilities and objectives
41State of Revenue Marketing Report | Heinz Marketing
ROLE WITHIN MARKETING
205 CMO VP of Marketing
1967 Marketing Operations
1213 Demand Generation
10 C-level Executive
SIZE OF MARKETING TEAMS
36 have 1-3 people
22 have 4-5 people
15 have 6-10 people
26 have 11 or more people
TOP INDUSTRIES
44 Tech
22 Professional Services
9 Manufacturing
COMPANY SIZE
25 1-25 employees
45 26-500 employees
15 501-2500 employees
15 Over 2500 employees
MARKET SEGMENT FOCUS
18 Small Business
39 Mid-Market
42 Enterprise
42State of Revenue Marketing Report | Heinz Marketing
A Heinz Marketing Report Commissioned By CaliberMind
ABOUT HEINZ MARKETING
Heinz Marketing is a B2B marketing and sales acceleration
firm that delivers measurable revenue results Every strategy
tactic and action has a specific measured purpose Instead
of focusing on the activities we focus on the outcomes
What really matters is sales pipeline closing business and
accelerating revenue Follow us on Twitter HeinzMarketing
httpswwwheinzmarketingcom
ABOUT CALIBERMIND
CaliberMind is the leading B2B Customer Data Platform for
Revenue Marketers By bringing together data analytics
attribution and smart workflow automation CaliberMind
empowers marketing and sales teams to grow revenue
faster together FREE to try easy to buy and use and 100
UnMarTech
httpswwwcalibermindcom
All rights reserved No part of this
publication may be reproduced or
transmitted in any form or by any
means electronic or mechanical
including photocopy recording or
any information storage and retrieval
system without prior permission in
writing from the publisher
Copyright copyCaliberMind Inc 2018
32State of Revenue Marketing Report | Heinz Marketing
89 11
None ABM Tech (CaliberMind Engagio Demandbase Terminus etc)
Revenue Marketers
Pipeline Marketers
Activity Marketers
43
65
57
35
USE OF DEDICATED ABM TECHNOLOGY
Revenue Marketers
are 16x more likely to use
Account-Based-Marketing Technology (Revenue Marketers vs Pipeline Marketers)
CH
AP
TE
R 0
4
33State of Revenue Marketing Report | Heinz Marketing
01 03 05 07 0902 04 06 08 10
Siloed Marketing and Sales Data Is The Enemy of Revenue Marketing
the customer relationship management
(CRM) and marketing automation
platform (MAP) data to help them
achieve revenue objectives
Marketers are moderately confident in
their CRM and marketing systems data
Data fuels overall marketing
effectiveness Without quality data
sales pipelines will flounder simply
because there isnrsquot enough information
to focus marketing and sales efforts on
the right audience Data management is
hard and often a low priority This shows
in confidence levels marketers have in
HOW CONFIDENT ARE YOU IN THE QUALITY OF YOUR CRM AND
MARKETING DATA TO HELP ACHIEVE YOUR REVENUE OBJECTIVES
0CH
AP
TE
R 0
4
34State of Revenue Marketing Report | Heinz Marketing
What Makes Revenue Marketers Tick
LAST LOOK
35State of Revenue Marketing Report | Heinz Marketing
ALIGNING WITH SALES
ON REVENUE CYCLE
INTEGRATING TECH
CENTRALIZING REVENUE DATA
AUTOMATING REPORTS
MEASURING amp
FORECASTING
Revenue Marketers vs
Activity Marketers are
25xRevenue Marketers vs
Activity Marketers are
28xRevenue Marketers vs
Activity Marketers are
32x
more likely to integrate their
tech centralize revenue data
and automate reporting
more likely to be able to forecast
marketing performance and
measure Pipeline Velocity
more likely to align with sales
on the Revenue Cycle
From embracing organizational change to integrating tech stacks centralizing data
automating reports and pushing the boundaries of audience activation Revenue
Marketers stand out from the pack
36State of Revenue Marketing Report | Heinz Marketing
What Revenue Marketers Do that Separate Them from Everybody Else
They measure to improve
not to prove
They measure and report on
volume value and velocity
(last one is key)
They integrate tech stacks
with ease (using a CDP or
other technologies)
They centralize data (using a CDP
or other technologies)
They are independent of IT and BI
teams and can answer marketing
and sales questions close to real
time even before sales
They automate their marketing
and sales enablement from fixing
and enriching data to scoring
and routing leads and accounts
to attribution and ICP and alerting
sales in real time
They use a mix of go-to-market
(GTM) strategies to optimize for
revenue (aka Hybrid ABM)
They support sales all the way
down to ClosedWon and beyond
(upsellcross-sell)
They work closely with
marketing ops
They commit to 30 or more of
actual revenue and bookings not
just pipeline
They are highly confident in their
ability to hit the revenue target
They work backwards from a
revenue goal using GQMD (Goal
Question Metric Data)
They set their target and commit
numbers early on in the quarter
and are using revenue marketing
software to forecast against it with
trending data week over week
month over month etc
37State of Revenue Marketing Report | Heinz Marketing
Revenue MarketingAssessment
APPENDIX A
Data from this report was used to create our benchmark tool
A complimentary easy self-assessment tool is available online
to help marketers benchmark their revenue marketing maturity
against peers and receive best practices and next steps to
advance their skills
38State of Revenue Marketing Report | Heinz Marketing
MARKETING CHARACTERISTICS
Activity Marketers (33) Pipeline Marketers (45) Revenue Marketers (22)
Accountable for Leads MQLs Activities Pipeline Sourced Influenced RevenueBookings
Revenue Cycle amp Goal NAFunnel Metrics
10 - 30
Funnel + Revenue Metrics
gt 30
GTM Strategy Lead Generation Demand Generation ABM Demand Hybrid ABM PQL
Team Varies Marketing Ops Marketing Ops Analyst BI
Measuring Volume Volume Value Volume Value Velocity
Reporting Past Past Present (Real-time) Past Present Future
(Forecasting)
Attribution ROI NA or First LastWeighted Multi-touch
ROI gt 15x
Algorithmic
ROI gt 2x
Tech Stack
amp Automation
Basic siloed
Basic email automation
CRM - MAP 11 Sync
native connectors
Using point tools to automate
some tasks such as emails and
nurturing
2-way API
integration (Read Write)
Using multi-step automation to fix
data enrich leads segment ideal
customers build target account
lists alert sales and more
Marketing
amp Sales Data
Siloed using spreadsheets
multiple dashboardsCRM MAP reports
One automated dashboard
for any and all revenue data
(aka Single Source of Truth)
(marketing sales product
customer success)
Marketing
amp Sales AlignmentMisaligned lsquoGot leadsrsquo Semi-aligned
Fully-aligned on one
revenue number
39State of Revenue Marketing Report | Heinz Marketing
WHATrsquoS NEXT
Improve your Revenue Marketing skills with our online self assessment tool
Find out how you stack up against your peers and uncover more insights on
marketing measurment analytics revenue attribution ROI and workflow automation
Wersquove used all the benchmarking data from this report to create an easy to use
online self assessment tool that you can use
TAKE THE ASSESSMENT
40State of Revenue Marketing Report | Heinz Marketing
Survey Demographics
241 Benchmark Survey respondents represent a cross-section
of industries company sizes roles and market focus Marketers
who work for large medium and small organizations as well as
those who focus on enterprise mid-market and small business
are all represented Additionally most respondents work in
B2B marketing operations demand generation or VPCMO
roles The responses provide a valuable cross-section of input
on the priorities challenges faced capabilities and objectives
41State of Revenue Marketing Report | Heinz Marketing
ROLE WITHIN MARKETING
205 CMO VP of Marketing
1967 Marketing Operations
1213 Demand Generation
10 C-level Executive
SIZE OF MARKETING TEAMS
36 have 1-3 people
22 have 4-5 people
15 have 6-10 people
26 have 11 or more people
TOP INDUSTRIES
44 Tech
22 Professional Services
9 Manufacturing
COMPANY SIZE
25 1-25 employees
45 26-500 employees
15 501-2500 employees
15 Over 2500 employees
MARKET SEGMENT FOCUS
18 Small Business
39 Mid-Market
42 Enterprise
42State of Revenue Marketing Report | Heinz Marketing
A Heinz Marketing Report Commissioned By CaliberMind
ABOUT HEINZ MARKETING
Heinz Marketing is a B2B marketing and sales acceleration
firm that delivers measurable revenue results Every strategy
tactic and action has a specific measured purpose Instead
of focusing on the activities we focus on the outcomes
What really matters is sales pipeline closing business and
accelerating revenue Follow us on Twitter HeinzMarketing
httpswwwheinzmarketingcom
ABOUT CALIBERMIND
CaliberMind is the leading B2B Customer Data Platform for
Revenue Marketers By bringing together data analytics
attribution and smart workflow automation CaliberMind
empowers marketing and sales teams to grow revenue
faster together FREE to try easy to buy and use and 100
UnMarTech
httpswwwcalibermindcom
All rights reserved No part of this
publication may be reproduced or
transmitted in any form or by any
means electronic or mechanical
including photocopy recording or
any information storage and retrieval
system without prior permission in
writing from the publisher
Copyright copyCaliberMind Inc 2018
33State of Revenue Marketing Report | Heinz Marketing
01 03 05 07 0902 04 06 08 10
Siloed Marketing and Sales Data Is The Enemy of Revenue Marketing
the customer relationship management
(CRM) and marketing automation
platform (MAP) data to help them
achieve revenue objectives
Marketers are moderately confident in
their CRM and marketing systems data
Data fuels overall marketing
effectiveness Without quality data
sales pipelines will flounder simply
because there isnrsquot enough information
to focus marketing and sales efforts on
the right audience Data management is
hard and often a low priority This shows
in confidence levels marketers have in
HOW CONFIDENT ARE YOU IN THE QUALITY OF YOUR CRM AND
MARKETING DATA TO HELP ACHIEVE YOUR REVENUE OBJECTIVES
0CH
AP
TE
R 0
4
34State of Revenue Marketing Report | Heinz Marketing
What Makes Revenue Marketers Tick
LAST LOOK
35State of Revenue Marketing Report | Heinz Marketing
ALIGNING WITH SALES
ON REVENUE CYCLE
INTEGRATING TECH
CENTRALIZING REVENUE DATA
AUTOMATING REPORTS
MEASURING amp
FORECASTING
Revenue Marketers vs
Activity Marketers are
25xRevenue Marketers vs
Activity Marketers are
28xRevenue Marketers vs
Activity Marketers are
32x
more likely to integrate their
tech centralize revenue data
and automate reporting
more likely to be able to forecast
marketing performance and
measure Pipeline Velocity
more likely to align with sales
on the Revenue Cycle
From embracing organizational change to integrating tech stacks centralizing data
automating reports and pushing the boundaries of audience activation Revenue
Marketers stand out from the pack
36State of Revenue Marketing Report | Heinz Marketing
What Revenue Marketers Do that Separate Them from Everybody Else
They measure to improve
not to prove
They measure and report on
volume value and velocity
(last one is key)
They integrate tech stacks
with ease (using a CDP or
other technologies)
They centralize data (using a CDP
or other technologies)
They are independent of IT and BI
teams and can answer marketing
and sales questions close to real
time even before sales
They automate their marketing
and sales enablement from fixing
and enriching data to scoring
and routing leads and accounts
to attribution and ICP and alerting
sales in real time
They use a mix of go-to-market
(GTM) strategies to optimize for
revenue (aka Hybrid ABM)
They support sales all the way
down to ClosedWon and beyond
(upsellcross-sell)
They work closely with
marketing ops
They commit to 30 or more of
actual revenue and bookings not
just pipeline
They are highly confident in their
ability to hit the revenue target
They work backwards from a
revenue goal using GQMD (Goal
Question Metric Data)
They set their target and commit
numbers early on in the quarter
and are using revenue marketing
software to forecast against it with
trending data week over week
month over month etc
37State of Revenue Marketing Report | Heinz Marketing
Revenue MarketingAssessment
APPENDIX A
Data from this report was used to create our benchmark tool
A complimentary easy self-assessment tool is available online
to help marketers benchmark their revenue marketing maturity
against peers and receive best practices and next steps to
advance their skills
38State of Revenue Marketing Report | Heinz Marketing
MARKETING CHARACTERISTICS
Activity Marketers (33) Pipeline Marketers (45) Revenue Marketers (22)
Accountable for Leads MQLs Activities Pipeline Sourced Influenced RevenueBookings
Revenue Cycle amp Goal NAFunnel Metrics
10 - 30
Funnel + Revenue Metrics
gt 30
GTM Strategy Lead Generation Demand Generation ABM Demand Hybrid ABM PQL
Team Varies Marketing Ops Marketing Ops Analyst BI
Measuring Volume Volume Value Volume Value Velocity
Reporting Past Past Present (Real-time) Past Present Future
(Forecasting)
Attribution ROI NA or First LastWeighted Multi-touch
ROI gt 15x
Algorithmic
ROI gt 2x
Tech Stack
amp Automation
Basic siloed
Basic email automation
CRM - MAP 11 Sync
native connectors
Using point tools to automate
some tasks such as emails and
nurturing
2-way API
integration (Read Write)
Using multi-step automation to fix
data enrich leads segment ideal
customers build target account
lists alert sales and more
Marketing
amp Sales Data
Siloed using spreadsheets
multiple dashboardsCRM MAP reports
One automated dashboard
for any and all revenue data
(aka Single Source of Truth)
(marketing sales product
customer success)
Marketing
amp Sales AlignmentMisaligned lsquoGot leadsrsquo Semi-aligned
Fully-aligned on one
revenue number
39State of Revenue Marketing Report | Heinz Marketing
WHATrsquoS NEXT
Improve your Revenue Marketing skills with our online self assessment tool
Find out how you stack up against your peers and uncover more insights on
marketing measurment analytics revenue attribution ROI and workflow automation
Wersquove used all the benchmarking data from this report to create an easy to use
online self assessment tool that you can use
TAKE THE ASSESSMENT
40State of Revenue Marketing Report | Heinz Marketing
Survey Demographics
241 Benchmark Survey respondents represent a cross-section
of industries company sizes roles and market focus Marketers
who work for large medium and small organizations as well as
those who focus on enterprise mid-market and small business
are all represented Additionally most respondents work in
B2B marketing operations demand generation or VPCMO
roles The responses provide a valuable cross-section of input
on the priorities challenges faced capabilities and objectives
41State of Revenue Marketing Report | Heinz Marketing
ROLE WITHIN MARKETING
205 CMO VP of Marketing
1967 Marketing Operations
1213 Demand Generation
10 C-level Executive
SIZE OF MARKETING TEAMS
36 have 1-3 people
22 have 4-5 people
15 have 6-10 people
26 have 11 or more people
TOP INDUSTRIES
44 Tech
22 Professional Services
9 Manufacturing
COMPANY SIZE
25 1-25 employees
45 26-500 employees
15 501-2500 employees
15 Over 2500 employees
MARKET SEGMENT FOCUS
18 Small Business
39 Mid-Market
42 Enterprise
42State of Revenue Marketing Report | Heinz Marketing
A Heinz Marketing Report Commissioned By CaliberMind
ABOUT HEINZ MARKETING
Heinz Marketing is a B2B marketing and sales acceleration
firm that delivers measurable revenue results Every strategy
tactic and action has a specific measured purpose Instead
of focusing on the activities we focus on the outcomes
What really matters is sales pipeline closing business and
accelerating revenue Follow us on Twitter HeinzMarketing
httpswwwheinzmarketingcom
ABOUT CALIBERMIND
CaliberMind is the leading B2B Customer Data Platform for
Revenue Marketers By bringing together data analytics
attribution and smart workflow automation CaliberMind
empowers marketing and sales teams to grow revenue
faster together FREE to try easy to buy and use and 100
UnMarTech
httpswwwcalibermindcom
All rights reserved No part of this
publication may be reproduced or
transmitted in any form or by any
means electronic or mechanical
including photocopy recording or
any information storage and retrieval
system without prior permission in
writing from the publisher
Copyright copyCaliberMind Inc 2018
34State of Revenue Marketing Report | Heinz Marketing
What Makes Revenue Marketers Tick
LAST LOOK
35State of Revenue Marketing Report | Heinz Marketing
ALIGNING WITH SALES
ON REVENUE CYCLE
INTEGRATING TECH
CENTRALIZING REVENUE DATA
AUTOMATING REPORTS
MEASURING amp
FORECASTING
Revenue Marketers vs
Activity Marketers are
25xRevenue Marketers vs
Activity Marketers are
28xRevenue Marketers vs
Activity Marketers are
32x
more likely to integrate their
tech centralize revenue data
and automate reporting
more likely to be able to forecast
marketing performance and
measure Pipeline Velocity
more likely to align with sales
on the Revenue Cycle
From embracing organizational change to integrating tech stacks centralizing data
automating reports and pushing the boundaries of audience activation Revenue
Marketers stand out from the pack
36State of Revenue Marketing Report | Heinz Marketing
What Revenue Marketers Do that Separate Them from Everybody Else
They measure to improve
not to prove
They measure and report on
volume value and velocity
(last one is key)
They integrate tech stacks
with ease (using a CDP or
other technologies)
They centralize data (using a CDP
or other technologies)
They are independent of IT and BI
teams and can answer marketing
and sales questions close to real
time even before sales
They automate their marketing
and sales enablement from fixing
and enriching data to scoring
and routing leads and accounts
to attribution and ICP and alerting
sales in real time
They use a mix of go-to-market
(GTM) strategies to optimize for
revenue (aka Hybrid ABM)
They support sales all the way
down to ClosedWon and beyond
(upsellcross-sell)
They work closely with
marketing ops
They commit to 30 or more of
actual revenue and bookings not
just pipeline
They are highly confident in their
ability to hit the revenue target
They work backwards from a
revenue goal using GQMD (Goal
Question Metric Data)
They set their target and commit
numbers early on in the quarter
and are using revenue marketing
software to forecast against it with
trending data week over week
month over month etc
37State of Revenue Marketing Report | Heinz Marketing
Revenue MarketingAssessment
APPENDIX A
Data from this report was used to create our benchmark tool
A complimentary easy self-assessment tool is available online
to help marketers benchmark their revenue marketing maturity
against peers and receive best practices and next steps to
advance their skills
38State of Revenue Marketing Report | Heinz Marketing
MARKETING CHARACTERISTICS
Activity Marketers (33) Pipeline Marketers (45) Revenue Marketers (22)
Accountable for Leads MQLs Activities Pipeline Sourced Influenced RevenueBookings
Revenue Cycle amp Goal NAFunnel Metrics
10 - 30
Funnel + Revenue Metrics
gt 30
GTM Strategy Lead Generation Demand Generation ABM Demand Hybrid ABM PQL
Team Varies Marketing Ops Marketing Ops Analyst BI
Measuring Volume Volume Value Volume Value Velocity
Reporting Past Past Present (Real-time) Past Present Future
(Forecasting)
Attribution ROI NA or First LastWeighted Multi-touch
ROI gt 15x
Algorithmic
ROI gt 2x
Tech Stack
amp Automation
Basic siloed
Basic email automation
CRM - MAP 11 Sync
native connectors
Using point tools to automate
some tasks such as emails and
nurturing
2-way API
integration (Read Write)
Using multi-step automation to fix
data enrich leads segment ideal
customers build target account
lists alert sales and more
Marketing
amp Sales Data
Siloed using spreadsheets
multiple dashboardsCRM MAP reports
One automated dashboard
for any and all revenue data
(aka Single Source of Truth)
(marketing sales product
customer success)
Marketing
amp Sales AlignmentMisaligned lsquoGot leadsrsquo Semi-aligned
Fully-aligned on one
revenue number
39State of Revenue Marketing Report | Heinz Marketing
WHATrsquoS NEXT
Improve your Revenue Marketing skills with our online self assessment tool
Find out how you stack up against your peers and uncover more insights on
marketing measurment analytics revenue attribution ROI and workflow automation
Wersquove used all the benchmarking data from this report to create an easy to use
online self assessment tool that you can use
TAKE THE ASSESSMENT
40State of Revenue Marketing Report | Heinz Marketing
Survey Demographics
241 Benchmark Survey respondents represent a cross-section
of industries company sizes roles and market focus Marketers
who work for large medium and small organizations as well as
those who focus on enterprise mid-market and small business
are all represented Additionally most respondents work in
B2B marketing operations demand generation or VPCMO
roles The responses provide a valuable cross-section of input
on the priorities challenges faced capabilities and objectives
41State of Revenue Marketing Report | Heinz Marketing
ROLE WITHIN MARKETING
205 CMO VP of Marketing
1967 Marketing Operations
1213 Demand Generation
10 C-level Executive
SIZE OF MARKETING TEAMS
36 have 1-3 people
22 have 4-5 people
15 have 6-10 people
26 have 11 or more people
TOP INDUSTRIES
44 Tech
22 Professional Services
9 Manufacturing
COMPANY SIZE
25 1-25 employees
45 26-500 employees
15 501-2500 employees
15 Over 2500 employees
MARKET SEGMENT FOCUS
18 Small Business
39 Mid-Market
42 Enterprise
42State of Revenue Marketing Report | Heinz Marketing
A Heinz Marketing Report Commissioned By CaliberMind
ABOUT HEINZ MARKETING
Heinz Marketing is a B2B marketing and sales acceleration
firm that delivers measurable revenue results Every strategy
tactic and action has a specific measured purpose Instead
of focusing on the activities we focus on the outcomes
What really matters is sales pipeline closing business and
accelerating revenue Follow us on Twitter HeinzMarketing
httpswwwheinzmarketingcom
ABOUT CALIBERMIND
CaliberMind is the leading B2B Customer Data Platform for
Revenue Marketers By bringing together data analytics
attribution and smart workflow automation CaliberMind
empowers marketing and sales teams to grow revenue
faster together FREE to try easy to buy and use and 100
UnMarTech
httpswwwcalibermindcom
All rights reserved No part of this
publication may be reproduced or
transmitted in any form or by any
means electronic or mechanical
including photocopy recording or
any information storage and retrieval
system without prior permission in
writing from the publisher
Copyright copyCaliberMind Inc 2018
35State of Revenue Marketing Report | Heinz Marketing
ALIGNING WITH SALES
ON REVENUE CYCLE
INTEGRATING TECH
CENTRALIZING REVENUE DATA
AUTOMATING REPORTS
MEASURING amp
FORECASTING
Revenue Marketers vs
Activity Marketers are
25xRevenue Marketers vs
Activity Marketers are
28xRevenue Marketers vs
Activity Marketers are
32x
more likely to integrate their
tech centralize revenue data
and automate reporting
more likely to be able to forecast
marketing performance and
measure Pipeline Velocity
more likely to align with sales
on the Revenue Cycle
From embracing organizational change to integrating tech stacks centralizing data
automating reports and pushing the boundaries of audience activation Revenue
Marketers stand out from the pack
36State of Revenue Marketing Report | Heinz Marketing
What Revenue Marketers Do that Separate Them from Everybody Else
They measure to improve
not to prove
They measure and report on
volume value and velocity
(last one is key)
They integrate tech stacks
with ease (using a CDP or
other technologies)
They centralize data (using a CDP
or other technologies)
They are independent of IT and BI
teams and can answer marketing
and sales questions close to real
time even before sales
They automate their marketing
and sales enablement from fixing
and enriching data to scoring
and routing leads and accounts
to attribution and ICP and alerting
sales in real time
They use a mix of go-to-market
(GTM) strategies to optimize for
revenue (aka Hybrid ABM)
They support sales all the way
down to ClosedWon and beyond
(upsellcross-sell)
They work closely with
marketing ops
They commit to 30 or more of
actual revenue and bookings not
just pipeline
They are highly confident in their
ability to hit the revenue target
They work backwards from a
revenue goal using GQMD (Goal
Question Metric Data)
They set their target and commit
numbers early on in the quarter
and are using revenue marketing
software to forecast against it with
trending data week over week
month over month etc
37State of Revenue Marketing Report | Heinz Marketing
Revenue MarketingAssessment
APPENDIX A
Data from this report was used to create our benchmark tool
A complimentary easy self-assessment tool is available online
to help marketers benchmark their revenue marketing maturity
against peers and receive best practices and next steps to
advance their skills
38State of Revenue Marketing Report | Heinz Marketing
MARKETING CHARACTERISTICS
Activity Marketers (33) Pipeline Marketers (45) Revenue Marketers (22)
Accountable for Leads MQLs Activities Pipeline Sourced Influenced RevenueBookings
Revenue Cycle amp Goal NAFunnel Metrics
10 - 30
Funnel + Revenue Metrics
gt 30
GTM Strategy Lead Generation Demand Generation ABM Demand Hybrid ABM PQL
Team Varies Marketing Ops Marketing Ops Analyst BI
Measuring Volume Volume Value Volume Value Velocity
Reporting Past Past Present (Real-time) Past Present Future
(Forecasting)
Attribution ROI NA or First LastWeighted Multi-touch
ROI gt 15x
Algorithmic
ROI gt 2x
Tech Stack
amp Automation
Basic siloed
Basic email automation
CRM - MAP 11 Sync
native connectors
Using point tools to automate
some tasks such as emails and
nurturing
2-way API
integration (Read Write)
Using multi-step automation to fix
data enrich leads segment ideal
customers build target account
lists alert sales and more
Marketing
amp Sales Data
Siloed using spreadsheets
multiple dashboardsCRM MAP reports
One automated dashboard
for any and all revenue data
(aka Single Source of Truth)
(marketing sales product
customer success)
Marketing
amp Sales AlignmentMisaligned lsquoGot leadsrsquo Semi-aligned
Fully-aligned on one
revenue number
39State of Revenue Marketing Report | Heinz Marketing
WHATrsquoS NEXT
Improve your Revenue Marketing skills with our online self assessment tool
Find out how you stack up against your peers and uncover more insights on
marketing measurment analytics revenue attribution ROI and workflow automation
Wersquove used all the benchmarking data from this report to create an easy to use
online self assessment tool that you can use
TAKE THE ASSESSMENT
40State of Revenue Marketing Report | Heinz Marketing
Survey Demographics
241 Benchmark Survey respondents represent a cross-section
of industries company sizes roles and market focus Marketers
who work for large medium and small organizations as well as
those who focus on enterprise mid-market and small business
are all represented Additionally most respondents work in
B2B marketing operations demand generation or VPCMO
roles The responses provide a valuable cross-section of input
on the priorities challenges faced capabilities and objectives
41State of Revenue Marketing Report | Heinz Marketing
ROLE WITHIN MARKETING
205 CMO VP of Marketing
1967 Marketing Operations
1213 Demand Generation
10 C-level Executive
SIZE OF MARKETING TEAMS
36 have 1-3 people
22 have 4-5 people
15 have 6-10 people
26 have 11 or more people
TOP INDUSTRIES
44 Tech
22 Professional Services
9 Manufacturing
COMPANY SIZE
25 1-25 employees
45 26-500 employees
15 501-2500 employees
15 Over 2500 employees
MARKET SEGMENT FOCUS
18 Small Business
39 Mid-Market
42 Enterprise
42State of Revenue Marketing Report | Heinz Marketing
A Heinz Marketing Report Commissioned By CaliberMind
ABOUT HEINZ MARKETING
Heinz Marketing is a B2B marketing and sales acceleration
firm that delivers measurable revenue results Every strategy
tactic and action has a specific measured purpose Instead
of focusing on the activities we focus on the outcomes
What really matters is sales pipeline closing business and
accelerating revenue Follow us on Twitter HeinzMarketing
httpswwwheinzmarketingcom
ABOUT CALIBERMIND
CaliberMind is the leading B2B Customer Data Platform for
Revenue Marketers By bringing together data analytics
attribution and smart workflow automation CaliberMind
empowers marketing and sales teams to grow revenue
faster together FREE to try easy to buy and use and 100
UnMarTech
httpswwwcalibermindcom
All rights reserved No part of this
publication may be reproduced or
transmitted in any form or by any
means electronic or mechanical
including photocopy recording or
any information storage and retrieval
system without prior permission in
writing from the publisher
Copyright copyCaliberMind Inc 2018
36State of Revenue Marketing Report | Heinz Marketing
What Revenue Marketers Do that Separate Them from Everybody Else
They measure to improve
not to prove
They measure and report on
volume value and velocity
(last one is key)
They integrate tech stacks
with ease (using a CDP or
other technologies)
They centralize data (using a CDP
or other technologies)
They are independent of IT and BI
teams and can answer marketing
and sales questions close to real
time even before sales
They automate their marketing
and sales enablement from fixing
and enriching data to scoring
and routing leads and accounts
to attribution and ICP and alerting
sales in real time
They use a mix of go-to-market
(GTM) strategies to optimize for
revenue (aka Hybrid ABM)
They support sales all the way
down to ClosedWon and beyond
(upsellcross-sell)
They work closely with
marketing ops
They commit to 30 or more of
actual revenue and bookings not
just pipeline
They are highly confident in their
ability to hit the revenue target
They work backwards from a
revenue goal using GQMD (Goal
Question Metric Data)
They set their target and commit
numbers early on in the quarter
and are using revenue marketing
software to forecast against it with
trending data week over week
month over month etc
37State of Revenue Marketing Report | Heinz Marketing
Revenue MarketingAssessment
APPENDIX A
Data from this report was used to create our benchmark tool
A complimentary easy self-assessment tool is available online
to help marketers benchmark their revenue marketing maturity
against peers and receive best practices and next steps to
advance their skills
38State of Revenue Marketing Report | Heinz Marketing
MARKETING CHARACTERISTICS
Activity Marketers (33) Pipeline Marketers (45) Revenue Marketers (22)
Accountable for Leads MQLs Activities Pipeline Sourced Influenced RevenueBookings
Revenue Cycle amp Goal NAFunnel Metrics
10 - 30
Funnel + Revenue Metrics
gt 30
GTM Strategy Lead Generation Demand Generation ABM Demand Hybrid ABM PQL
Team Varies Marketing Ops Marketing Ops Analyst BI
Measuring Volume Volume Value Volume Value Velocity
Reporting Past Past Present (Real-time) Past Present Future
(Forecasting)
Attribution ROI NA or First LastWeighted Multi-touch
ROI gt 15x
Algorithmic
ROI gt 2x
Tech Stack
amp Automation
Basic siloed
Basic email automation
CRM - MAP 11 Sync
native connectors
Using point tools to automate
some tasks such as emails and
nurturing
2-way API
integration (Read Write)
Using multi-step automation to fix
data enrich leads segment ideal
customers build target account
lists alert sales and more
Marketing
amp Sales Data
Siloed using spreadsheets
multiple dashboardsCRM MAP reports
One automated dashboard
for any and all revenue data
(aka Single Source of Truth)
(marketing sales product
customer success)
Marketing
amp Sales AlignmentMisaligned lsquoGot leadsrsquo Semi-aligned
Fully-aligned on one
revenue number
39State of Revenue Marketing Report | Heinz Marketing
WHATrsquoS NEXT
Improve your Revenue Marketing skills with our online self assessment tool
Find out how you stack up against your peers and uncover more insights on
marketing measurment analytics revenue attribution ROI and workflow automation
Wersquove used all the benchmarking data from this report to create an easy to use
online self assessment tool that you can use
TAKE THE ASSESSMENT
40State of Revenue Marketing Report | Heinz Marketing
Survey Demographics
241 Benchmark Survey respondents represent a cross-section
of industries company sizes roles and market focus Marketers
who work for large medium and small organizations as well as
those who focus on enterprise mid-market and small business
are all represented Additionally most respondents work in
B2B marketing operations demand generation or VPCMO
roles The responses provide a valuable cross-section of input
on the priorities challenges faced capabilities and objectives
41State of Revenue Marketing Report | Heinz Marketing
ROLE WITHIN MARKETING
205 CMO VP of Marketing
1967 Marketing Operations
1213 Demand Generation
10 C-level Executive
SIZE OF MARKETING TEAMS
36 have 1-3 people
22 have 4-5 people
15 have 6-10 people
26 have 11 or more people
TOP INDUSTRIES
44 Tech
22 Professional Services
9 Manufacturing
COMPANY SIZE
25 1-25 employees
45 26-500 employees
15 501-2500 employees
15 Over 2500 employees
MARKET SEGMENT FOCUS
18 Small Business
39 Mid-Market
42 Enterprise
42State of Revenue Marketing Report | Heinz Marketing
A Heinz Marketing Report Commissioned By CaliberMind
ABOUT HEINZ MARKETING
Heinz Marketing is a B2B marketing and sales acceleration
firm that delivers measurable revenue results Every strategy
tactic and action has a specific measured purpose Instead
of focusing on the activities we focus on the outcomes
What really matters is sales pipeline closing business and
accelerating revenue Follow us on Twitter HeinzMarketing
httpswwwheinzmarketingcom
ABOUT CALIBERMIND
CaliberMind is the leading B2B Customer Data Platform for
Revenue Marketers By bringing together data analytics
attribution and smart workflow automation CaliberMind
empowers marketing and sales teams to grow revenue
faster together FREE to try easy to buy and use and 100
UnMarTech
httpswwwcalibermindcom
All rights reserved No part of this
publication may be reproduced or
transmitted in any form or by any
means electronic or mechanical
including photocopy recording or
any information storage and retrieval
system without prior permission in
writing from the publisher
Copyright copyCaliberMind Inc 2018
37State of Revenue Marketing Report | Heinz Marketing
Revenue MarketingAssessment
APPENDIX A
Data from this report was used to create our benchmark tool
A complimentary easy self-assessment tool is available online
to help marketers benchmark their revenue marketing maturity
against peers and receive best practices and next steps to
advance their skills
38State of Revenue Marketing Report | Heinz Marketing
MARKETING CHARACTERISTICS
Activity Marketers (33) Pipeline Marketers (45) Revenue Marketers (22)
Accountable for Leads MQLs Activities Pipeline Sourced Influenced RevenueBookings
Revenue Cycle amp Goal NAFunnel Metrics
10 - 30
Funnel + Revenue Metrics
gt 30
GTM Strategy Lead Generation Demand Generation ABM Demand Hybrid ABM PQL
Team Varies Marketing Ops Marketing Ops Analyst BI
Measuring Volume Volume Value Volume Value Velocity
Reporting Past Past Present (Real-time) Past Present Future
(Forecasting)
Attribution ROI NA or First LastWeighted Multi-touch
ROI gt 15x
Algorithmic
ROI gt 2x
Tech Stack
amp Automation
Basic siloed
Basic email automation
CRM - MAP 11 Sync
native connectors
Using point tools to automate
some tasks such as emails and
nurturing
2-way API
integration (Read Write)
Using multi-step automation to fix
data enrich leads segment ideal
customers build target account
lists alert sales and more
Marketing
amp Sales Data
Siloed using spreadsheets
multiple dashboardsCRM MAP reports
One automated dashboard
for any and all revenue data
(aka Single Source of Truth)
(marketing sales product
customer success)
Marketing
amp Sales AlignmentMisaligned lsquoGot leadsrsquo Semi-aligned
Fully-aligned on one
revenue number
39State of Revenue Marketing Report | Heinz Marketing
WHATrsquoS NEXT
Improve your Revenue Marketing skills with our online self assessment tool
Find out how you stack up against your peers and uncover more insights on
marketing measurment analytics revenue attribution ROI and workflow automation
Wersquove used all the benchmarking data from this report to create an easy to use
online self assessment tool that you can use
TAKE THE ASSESSMENT
40State of Revenue Marketing Report | Heinz Marketing
Survey Demographics
241 Benchmark Survey respondents represent a cross-section
of industries company sizes roles and market focus Marketers
who work for large medium and small organizations as well as
those who focus on enterprise mid-market and small business
are all represented Additionally most respondents work in
B2B marketing operations demand generation or VPCMO
roles The responses provide a valuable cross-section of input
on the priorities challenges faced capabilities and objectives
41State of Revenue Marketing Report | Heinz Marketing
ROLE WITHIN MARKETING
205 CMO VP of Marketing
1967 Marketing Operations
1213 Demand Generation
10 C-level Executive
SIZE OF MARKETING TEAMS
36 have 1-3 people
22 have 4-5 people
15 have 6-10 people
26 have 11 or more people
TOP INDUSTRIES
44 Tech
22 Professional Services
9 Manufacturing
COMPANY SIZE
25 1-25 employees
45 26-500 employees
15 501-2500 employees
15 Over 2500 employees
MARKET SEGMENT FOCUS
18 Small Business
39 Mid-Market
42 Enterprise
42State of Revenue Marketing Report | Heinz Marketing
A Heinz Marketing Report Commissioned By CaliberMind
ABOUT HEINZ MARKETING
Heinz Marketing is a B2B marketing and sales acceleration
firm that delivers measurable revenue results Every strategy
tactic and action has a specific measured purpose Instead
of focusing on the activities we focus on the outcomes
What really matters is sales pipeline closing business and
accelerating revenue Follow us on Twitter HeinzMarketing
httpswwwheinzmarketingcom
ABOUT CALIBERMIND
CaliberMind is the leading B2B Customer Data Platform for
Revenue Marketers By bringing together data analytics
attribution and smart workflow automation CaliberMind
empowers marketing and sales teams to grow revenue
faster together FREE to try easy to buy and use and 100
UnMarTech
httpswwwcalibermindcom
All rights reserved No part of this
publication may be reproduced or
transmitted in any form or by any
means electronic or mechanical
including photocopy recording or
any information storage and retrieval
system without prior permission in
writing from the publisher
Copyright copyCaliberMind Inc 2018
38State of Revenue Marketing Report | Heinz Marketing
MARKETING CHARACTERISTICS
Activity Marketers (33) Pipeline Marketers (45) Revenue Marketers (22)
Accountable for Leads MQLs Activities Pipeline Sourced Influenced RevenueBookings
Revenue Cycle amp Goal NAFunnel Metrics
10 - 30
Funnel + Revenue Metrics
gt 30
GTM Strategy Lead Generation Demand Generation ABM Demand Hybrid ABM PQL
Team Varies Marketing Ops Marketing Ops Analyst BI
Measuring Volume Volume Value Volume Value Velocity
Reporting Past Past Present (Real-time) Past Present Future
(Forecasting)
Attribution ROI NA or First LastWeighted Multi-touch
ROI gt 15x
Algorithmic
ROI gt 2x
Tech Stack
amp Automation
Basic siloed
Basic email automation
CRM - MAP 11 Sync
native connectors
Using point tools to automate
some tasks such as emails and
nurturing
2-way API
integration (Read Write)
Using multi-step automation to fix
data enrich leads segment ideal
customers build target account
lists alert sales and more
Marketing
amp Sales Data
Siloed using spreadsheets
multiple dashboardsCRM MAP reports
One automated dashboard
for any and all revenue data
(aka Single Source of Truth)
(marketing sales product
customer success)
Marketing
amp Sales AlignmentMisaligned lsquoGot leadsrsquo Semi-aligned
Fully-aligned on one
revenue number
39State of Revenue Marketing Report | Heinz Marketing
WHATrsquoS NEXT
Improve your Revenue Marketing skills with our online self assessment tool
Find out how you stack up against your peers and uncover more insights on
marketing measurment analytics revenue attribution ROI and workflow automation
Wersquove used all the benchmarking data from this report to create an easy to use
online self assessment tool that you can use
TAKE THE ASSESSMENT
40State of Revenue Marketing Report | Heinz Marketing
Survey Demographics
241 Benchmark Survey respondents represent a cross-section
of industries company sizes roles and market focus Marketers
who work for large medium and small organizations as well as
those who focus on enterprise mid-market and small business
are all represented Additionally most respondents work in
B2B marketing operations demand generation or VPCMO
roles The responses provide a valuable cross-section of input
on the priorities challenges faced capabilities and objectives
41State of Revenue Marketing Report | Heinz Marketing
ROLE WITHIN MARKETING
205 CMO VP of Marketing
1967 Marketing Operations
1213 Demand Generation
10 C-level Executive
SIZE OF MARKETING TEAMS
36 have 1-3 people
22 have 4-5 people
15 have 6-10 people
26 have 11 or more people
TOP INDUSTRIES
44 Tech
22 Professional Services
9 Manufacturing
COMPANY SIZE
25 1-25 employees
45 26-500 employees
15 501-2500 employees
15 Over 2500 employees
MARKET SEGMENT FOCUS
18 Small Business
39 Mid-Market
42 Enterprise
42State of Revenue Marketing Report | Heinz Marketing
A Heinz Marketing Report Commissioned By CaliberMind
ABOUT HEINZ MARKETING
Heinz Marketing is a B2B marketing and sales acceleration
firm that delivers measurable revenue results Every strategy
tactic and action has a specific measured purpose Instead
of focusing on the activities we focus on the outcomes
What really matters is sales pipeline closing business and
accelerating revenue Follow us on Twitter HeinzMarketing
httpswwwheinzmarketingcom
ABOUT CALIBERMIND
CaliberMind is the leading B2B Customer Data Platform for
Revenue Marketers By bringing together data analytics
attribution and smart workflow automation CaliberMind
empowers marketing and sales teams to grow revenue
faster together FREE to try easy to buy and use and 100
UnMarTech
httpswwwcalibermindcom
All rights reserved No part of this
publication may be reproduced or
transmitted in any form or by any
means electronic or mechanical
including photocopy recording or
any information storage and retrieval
system without prior permission in
writing from the publisher
Copyright copyCaliberMind Inc 2018
39State of Revenue Marketing Report | Heinz Marketing
WHATrsquoS NEXT
Improve your Revenue Marketing skills with our online self assessment tool
Find out how you stack up against your peers and uncover more insights on
marketing measurment analytics revenue attribution ROI and workflow automation
Wersquove used all the benchmarking data from this report to create an easy to use
online self assessment tool that you can use
TAKE THE ASSESSMENT
40State of Revenue Marketing Report | Heinz Marketing
Survey Demographics
241 Benchmark Survey respondents represent a cross-section
of industries company sizes roles and market focus Marketers
who work for large medium and small organizations as well as
those who focus on enterprise mid-market and small business
are all represented Additionally most respondents work in
B2B marketing operations demand generation or VPCMO
roles The responses provide a valuable cross-section of input
on the priorities challenges faced capabilities and objectives
41State of Revenue Marketing Report | Heinz Marketing
ROLE WITHIN MARKETING
205 CMO VP of Marketing
1967 Marketing Operations
1213 Demand Generation
10 C-level Executive
SIZE OF MARKETING TEAMS
36 have 1-3 people
22 have 4-5 people
15 have 6-10 people
26 have 11 or more people
TOP INDUSTRIES
44 Tech
22 Professional Services
9 Manufacturing
COMPANY SIZE
25 1-25 employees
45 26-500 employees
15 501-2500 employees
15 Over 2500 employees
MARKET SEGMENT FOCUS
18 Small Business
39 Mid-Market
42 Enterprise
42State of Revenue Marketing Report | Heinz Marketing
A Heinz Marketing Report Commissioned By CaliberMind
ABOUT HEINZ MARKETING
Heinz Marketing is a B2B marketing and sales acceleration
firm that delivers measurable revenue results Every strategy
tactic and action has a specific measured purpose Instead
of focusing on the activities we focus on the outcomes
What really matters is sales pipeline closing business and
accelerating revenue Follow us on Twitter HeinzMarketing
httpswwwheinzmarketingcom
ABOUT CALIBERMIND
CaliberMind is the leading B2B Customer Data Platform for
Revenue Marketers By bringing together data analytics
attribution and smart workflow automation CaliberMind
empowers marketing and sales teams to grow revenue
faster together FREE to try easy to buy and use and 100
UnMarTech
httpswwwcalibermindcom
All rights reserved No part of this
publication may be reproduced or
transmitted in any form or by any
means electronic or mechanical
including photocopy recording or
any information storage and retrieval
system without prior permission in
writing from the publisher
Copyright copyCaliberMind Inc 2018
40State of Revenue Marketing Report | Heinz Marketing
Survey Demographics
241 Benchmark Survey respondents represent a cross-section
of industries company sizes roles and market focus Marketers
who work for large medium and small organizations as well as
those who focus on enterprise mid-market and small business
are all represented Additionally most respondents work in
B2B marketing operations demand generation or VPCMO
roles The responses provide a valuable cross-section of input
on the priorities challenges faced capabilities and objectives
41State of Revenue Marketing Report | Heinz Marketing
ROLE WITHIN MARKETING
205 CMO VP of Marketing
1967 Marketing Operations
1213 Demand Generation
10 C-level Executive
SIZE OF MARKETING TEAMS
36 have 1-3 people
22 have 4-5 people
15 have 6-10 people
26 have 11 or more people
TOP INDUSTRIES
44 Tech
22 Professional Services
9 Manufacturing
COMPANY SIZE
25 1-25 employees
45 26-500 employees
15 501-2500 employees
15 Over 2500 employees
MARKET SEGMENT FOCUS
18 Small Business
39 Mid-Market
42 Enterprise
42State of Revenue Marketing Report | Heinz Marketing
A Heinz Marketing Report Commissioned By CaliberMind
ABOUT HEINZ MARKETING
Heinz Marketing is a B2B marketing and sales acceleration
firm that delivers measurable revenue results Every strategy
tactic and action has a specific measured purpose Instead
of focusing on the activities we focus on the outcomes
What really matters is sales pipeline closing business and
accelerating revenue Follow us on Twitter HeinzMarketing
httpswwwheinzmarketingcom
ABOUT CALIBERMIND
CaliberMind is the leading B2B Customer Data Platform for
Revenue Marketers By bringing together data analytics
attribution and smart workflow automation CaliberMind
empowers marketing and sales teams to grow revenue
faster together FREE to try easy to buy and use and 100
UnMarTech
httpswwwcalibermindcom
All rights reserved No part of this
publication may be reproduced or
transmitted in any form or by any
means electronic or mechanical
including photocopy recording or
any information storage and retrieval
system without prior permission in
writing from the publisher
Copyright copyCaliberMind Inc 2018
41State of Revenue Marketing Report | Heinz Marketing
ROLE WITHIN MARKETING
205 CMO VP of Marketing
1967 Marketing Operations
1213 Demand Generation
10 C-level Executive
SIZE OF MARKETING TEAMS
36 have 1-3 people
22 have 4-5 people
15 have 6-10 people
26 have 11 or more people
TOP INDUSTRIES
44 Tech
22 Professional Services
9 Manufacturing
COMPANY SIZE
25 1-25 employees
45 26-500 employees
15 501-2500 employees
15 Over 2500 employees
MARKET SEGMENT FOCUS
18 Small Business
39 Mid-Market
42 Enterprise
42State of Revenue Marketing Report | Heinz Marketing
A Heinz Marketing Report Commissioned By CaliberMind
ABOUT HEINZ MARKETING
Heinz Marketing is a B2B marketing and sales acceleration
firm that delivers measurable revenue results Every strategy
tactic and action has a specific measured purpose Instead
of focusing on the activities we focus on the outcomes
What really matters is sales pipeline closing business and
accelerating revenue Follow us on Twitter HeinzMarketing
httpswwwheinzmarketingcom
ABOUT CALIBERMIND
CaliberMind is the leading B2B Customer Data Platform for
Revenue Marketers By bringing together data analytics
attribution and smart workflow automation CaliberMind
empowers marketing and sales teams to grow revenue
faster together FREE to try easy to buy and use and 100
UnMarTech
httpswwwcalibermindcom
All rights reserved No part of this
publication may be reproduced or
transmitted in any form or by any
means electronic or mechanical
including photocopy recording or
any information storage and retrieval
system without prior permission in
writing from the publisher
Copyright copyCaliberMind Inc 2018
42State of Revenue Marketing Report | Heinz Marketing
A Heinz Marketing Report Commissioned By CaliberMind
ABOUT HEINZ MARKETING
Heinz Marketing is a B2B marketing and sales acceleration
firm that delivers measurable revenue results Every strategy
tactic and action has a specific measured purpose Instead
of focusing on the activities we focus on the outcomes
What really matters is sales pipeline closing business and
accelerating revenue Follow us on Twitter HeinzMarketing
httpswwwheinzmarketingcom
ABOUT CALIBERMIND
CaliberMind is the leading B2B Customer Data Platform for
Revenue Marketers By bringing together data analytics
attribution and smart workflow automation CaliberMind
empowers marketing and sales teams to grow revenue
faster together FREE to try easy to buy and use and 100
UnMarTech
httpswwwcalibermindcom
All rights reserved No part of this
publication may be reproduced or
transmitted in any form or by any
means electronic or mechanical
including photocopy recording or
any information storage and retrieval
system without prior permission in
writing from the publisher
Copyright copyCaliberMind Inc 2018