by Glen Springer | Nov 11, 2015
This is a guide to five ways that marketing automation and sales technology can quickly shift your internal culture and help your sa
les team be more effective, and most importantly, win more deals.
The five avenues through which adoption of marketing technology and sales automation will have an immediate positive impact on your performance are as follows:
- Lead Capture
- Lead Qualification
- Email Automation
- Lead Intelligence
- Real Time Lead Alerts
Below is a brief explanation of how each of these features will help boost the performance of your sales team and the success of your marketing efforts.
Lead Capture
Tools come onto the market and promise to help sales and marketing teams improve their efficiency. Pardot Marketing Automation Software, for example, allows you to identify companies and targets that are spending time on your site without the need for any information to be directly supplied by the prospect. The major value established here is through the ability to identify potential prospects without having the lag time of: contact info needing to be input or using a 3rd party data provider like Inside View, LinkedIn, one Source and SalesForceData. This method more quickly identifies the key players within a company, spending time digesting your marketing material. These 3rd party data provides are used to pull in additional data to fill in holes for contacts that are already established.
It is important to not downplay the necessity of being able to capture leads with landing pages and forms. That is not a new concept or strategy and will help increase your ability to hand over qualified prospects smoothly, when combined with strong lead management rules.
Lead Qualification
In today’s B2B markets, there are two main ways to directly and successfully qualify leads: using implicit behaviors and activities or explicit data and demographics.
By using implicit information and dynamic lead scoring, you will have the ability to rank and score formerly unquantifiable activities (email, web, social) variably by importance and then set up response actions. These sales automation efforts seamlessly pass top scoring prospects over to well-prepared sales reps in real time.
In using explicit data and lead grading, you gain the ability to qualify a prospect on who they actually are, and the habits they have exhibited – ex. a CEO versus a workaholic just trying to learn something new by requesting your content. You can also adjust grading up and down depending on industry, company size and other various metrics. Essentially, you are able to grade your prospects against an ideal customer profile that your sales and marketing team identifies.
These tactics will directly help your sales team avoid talking to bad prospects that won’t convert, and these grades and scores provide you with another way to dynamically pre-qualify and assign the best prospects to the best sales reps.
Email Automation
Email automation is a major facet in helping your sales reps take their knowledge about and performance with leads to the next level. Reps now have the ability to use email integration tools for programs like Outlook, Gmail, Apple Mail and Thunderbird to send personalized emails through the marketing automation tool. This integration results in a new way to personally track opens, clicks, and site time that comes with the option to receive real-time automatic notifications sent to reps.
Email automation also allows for new approaches to personalized email campaigns. The marketing team can craft a message or series of messages to the company’s entire pool of prospects, yet dynamically assign the various fields of the email as they apply to each prospect. This serves two main purposes: 1) reps are accredited by leads to having provided appropriate information with no effort (the marketing software and sales engine took care of everything) and 2) all replies to specific content go directly to the assigned rep, and can be analyzed to provide further insight for future targeting.
A consequential bonus of email automation is that sales reps can pass back “not-yet-qualified” leads to be furthered nurtured by the marketing automation program. This allows for continued exposure, lead qualification and reduced lead exit. Sales reps are notified if the lead “comes back to life” and the lead is automatically sent more digestible content.
Lead Intelligence
Through marketing automation and sales technologies, reps are able to track all online behaviors (email, web, social) and that data is put directly into any CRM (Salesforce) instead of requiring the sales rep to learn the ins and outs of the back-end functions of the marketing automation prospect tracking system and put the information in themselves. Actionable data including the original lead source, specific page views, keyword searches, webinar attendance etc. can all be tracked. This allows for sales reps to profile and frame the content for anything from conversations, voicemails and follow-up emails based on the prospects specific actions and activities.
Real-Time Lead Alerts
This function of sales technology and marketing automation is crucial if you want to compete effectively against competition in the market. Timing is everything, as any good sales rep knows. Real-time lead alerts allow sales reps to reduce response time almost entirely when companies or leads are actively engaged in the sales education collateral. Sales reps receive instant alerts via email, text, mobile applications, and desktop notifications – whichever medium they prefer.
With these alerts and summaries, reps can:
- Prioritize their day with the most active prospects
- Perform quick lookups of anonymous visitors in LinkedIn or Jigsaw to identify potential new prospects
- Click on links to trigger CRM profile lookups
- Send email to active prospects with a few quick clicks
- Filter out unwanted and distracting activity
All five of these features: Lead Capture, Lead Qualification, Email Automation, Lead Intelligence, and Real-Time Lead Alerts save your reps time and help them close more deals. An effective integration and strategy surrounding marketing automation and sales technology will help you to synthesize marketing and sales objectives and improve overall company success.
For more information on how to increase B2B sales volume and how you can adjust your B2B lead generation, demand generation and sales tactics, look for our 5th and final blog of this series, out next week.
If you would like to learn more about how we at Gabriel Sales can combine your product knowledge and thought leadership with our sales and marketing expertise to increase your success and beat out competition, please contact us.
by Glen Springer | Oct 9, 2013
If I were given 90 minutes to do a marketing automation audit, here would be my six areas of focus:
Segmentation:
- Find segments to dynamically create targeted lists
- Archive lists not in use
- Consolidate overlapping lists
- Make sure auto-tagging rules are enabled for simplified segmentation
Content automation triggers:
- Confirm that all forms have an active auto responder with related copy and an additional call to action
- Check that a drip sequence is in place and active (where applicable)
- See that rules are in place to send related follow-up pieces when a specific content asset is viewed
Lead scoring/grading:
- Examine pages by content stage and assign appropriate scores
- Review existing scoring to make sure score changes portray accurate interest/buying signals
- Inspect buyer persona profiles to make sure grading is correctly assigned
Integrations:
- Check all 3rd party integrations are properly setup and functioning
- Investigate CRM fields that need custom field mapping to the Marketing Automation software and could provide valuable data for enhanced segmentation
- Recommend additional integrations that enhance prospect experience and provide additional intelligence to sales and marketing
Reporting:
- Look at performance and respective content (e.g. email, social, landing pages) and suggest conversion optimization enhancements
Internal Automation:
- View all form actions to make sure sales and marketing are notified in real-time of hot prospects
- Survey sales team to make sure they’re using real-time tools to analyze prospects
Completing these sixteen steps during a marketing automation audit would absolutely enhance your experience with marketing automation software and better guarantee that you are effectively executing your lead generation, demand generation and sales efforts.
For more marketing automation tips, click here. If you are interested in learning about the marketing automation consulting we provide, you can check our our services page.
Please feel free to contact us with any questions.
by Glen Springer | Apr 30, 2012
So now you that you have purchased a marketing automation platform you are ready to implement and it’s not as simple as you were led to believe. As an outsourced sales and marketing company we have already helped to implement several platforms (as well as implementing our own) and helped companies with several stalled implementations. Here are some best practices in marketing and sales automation because, as one vendor recently told us, ‘we can sell them the car but we can’t drive it for them’. Here are some basic tips and some best practices to help you avoid some headaches and to learn from our mistakes and success. If you have not checked out what these platforms can do here is a quick overview from Pardot 5 Minute Overview of Marketing Automation and this post will make a whole lot more sense.
Think about your Content in a Different Way – The whole point of a marketing automation platform is to drive more business in a more effective way. This starts with how you are speaking with your buyer. If your content is still all about your product – tech sheets, features and benefits etc. its -time to think about being customer centric rather than product centric.” Your drip campaigns will drive more business if you talk to your customers about their problems and their needs. You may need to look at the “voice” of your messages and refine your language a bit. As a starting point look at how may time you talk about “Our’ product, “our” team vs. “your” needs, “your” business and “your” customers. Stop being product centric and start being customer centric. Here is a series of blogs on how to shift your content approach and get sales and marketing on the same page.
Organize your Content Ahead of Time. For a marketing automation platform to run effectively it helps to do two things with your content. First you should isolate all your webcasts, white papers, blogs, videos on individual website pages. This allows you to easily understand what your customer specifics needs are which in turn allows you to score your leads more effectively as you track their digital interest. Secondly, it really helps to also create landing pages that offers your customer content for all three stages of their buying cycle so you can track when your buyers are moving from educating themselves (kicking the tires) to being ready to buy (e.g looking at pricing or testimonials). Gabriel Sales has created an easy to use sales content management technology – Gabriel Sales Digital Base Camp™ that can help you do this in a matter of weeks. Below is an example of one of those lead scoring features.
Involve Sales and Invest the Time Integrating with your CRM – What we have found is that even a basic integration can take an IT professional too much time. Most of the marketing automation platforms we have seen have huge volume of really cool features and bells and whistles so you can tend to over design before you know how you want to use them. Ultimately this is about empowering your sales team and recognizing your IT teams expertise is not sales. Probably one of the biggest bottle necks we have seen is that IT folks get proprietary and a project that they thought would take weeks can take a developer three months or more . The challenges are not with the system’s API or stability; they were with our client’s requirements, process definitions and prioritization. Like most development work that starts “easy” it quickly gets complex when they don’t understand the underlying business processes. Unfortunately as the time line expands it ends up being sales and marketing that are on the hook for results and not the developers. Salesforce.com has been the easiest integration for all the platforms we have seen.
Keep your Initial Drip Campaigns Simple. This is probably one of the biggest lessons we learned. When we first started we came up with a very complex IF/ then workflow so if they opened this piece of content on a topic area we would send them another piece of content on topic area B and then if they didn’t open that we would send them content Z. It was too much and just writing about it confuses me. What we found is about 80% of the value you are going to get from your initial drip campaigns is going to come from simply implementing them. It takes time to learn a new software and the biggest value the software provided initially is simply keeping your brand and solution in front of your buyers over time so your reps don’t have to. A simple five to seven touch campaign without any IF/then work flows was enough to get more deals flowing at less cost. Don’t frustrate yourself. You will quickly learn from your wins. If you are a smaller company, as a best practice, we recommend that you start by talking to your sales reps about their sales process and simply take that sales process map and create your initial drip campaigns for about three target markets.
Tap your vendors (and other vendors) knowledge centers – This industry is not that old. Eloqua, Pardot and Marketo (to name a few) all have fantastic knowledge centers that can teach you the basics of lead scoring and nurturing etc. Our vendor Pardot has been a huge help but we have also found both Marketo and Eloqua’s knowledge centers to be valuable as well. Obviously as an outsourced sales and marketing company we also recommend that you strongly consider working with an organization like ours. We have the advantage of having worked in the space across multiple enterprises so we have made a great deal of the mistakes already so you don’t need to.
We hope this blog has been helpful. Marketing Automation is a relatively new concept for most marketing teams and we have found that once you start to gain some momentum you will quickly realize that it’s clearly how business will be done for the next decade. We are just at the beginning of a new paradigm starting with marketing automation and then, as we are quickly discovering, if your marketing automation implementation is done correctly this will drift towards sales automation. Ultimately this will begin to drive more deals fast at less cost. We are experiencing some fantastic initial success reducing cost of sales percentages for both ourselves and our clients. The learning curve is exponential. So have fun.
If you have not checked out what these platforms can do here is a quick overview from Pardot 5 Minute Overview of Marketing Automation. If you have a stalled with your marketing automation implementation or if you would like to know more about best practices in marketing and sales automation, feel free to contact us for a quick consultative call.
by Glen Springer | Jan 10, 2011
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