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Marketing Automation. A Practical Approach - Chandresh J. Shah. Marketing. What is Marketing? Product Marketing Marketing Execution. Marketing Execution. Strategy Plan. Marketing Automation. A Process NOT a Software. Goal - Sales. Marketing Responsibilities – Execution
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Marketing Automation A Practical Approach - Chandresh J. Shah
Marketing • What is Marketing? • Product Marketing • Marketing Execution
Marketing Execution • Strategy • Plan
Marketing Automation • A Process • NOT a Software
Goal - Sales • Marketing Responsibilities – Execution • Lead Generation • Engagement • Conversion • Customer Engagement • Satisfaction – Word-of-Mouth Foundation - Content
Lead Generation – Conversion Points • Opt-Ins • Entry click-in – SEO / SEM / PPC • Call – in • Engagement • Lead Aggregators, Paid leads Small Steps • Visits • Browse • Sign-up for ‘stuff’ • Abandonment
Conversion Logic • Best Practices • A/B and Multivariate testing – colors, columns, white space, buttons • Red vs. Green buttons – vary according to industry, company, site • No Consideration for User Content
User Content • Everything about your Potential Clients • Who are they? • Where they came from? • Where are they now? • What do they know? • Reason for browsing • Are they home? Clinic? Using desktop? Tablet? • Are they trying to solve a problem? Changing EMR? MU Incentive is the motive? • How knowledgeable are they? • Search Engine or campaigns or other media • How close are they to being ready to buy?
Funnel Design • Not just for Sales – Marketing AND Sales Process • Series of steps that lead visitors through website and other marketing and sales tactics towards ultimate conversion point. • Can and should have several funnels depending on your business model • Micro conversions • Bottom line conversions
3 Reasons for Marketing Automation • You Don’t want to miss out on your leads • 79% of Marketing leads are not pursued (salesforce) • You want to engage with HOT prospects quickly • 78% of sales goes to vendor that responds first (salesforce) • Be on Top of mind for your prospects • Nurtured leads deliver 47% higher average order values than non-nurtured leads (Aberdeen)
SEO, PPC, Offline, DM, Social Webform Landing page @ @ @ Website CRM Drip Campaign @ @ @ - Score Leads Lead Qualified 1 Drip Campaign @ @ @ Groups Qualified 2 • Workflows • Activities • Sales alerts based on criteria Demo Event – online, offline Negotiate Marketing Automation Simplifies Business Processes Brings Efficiency Ensures Growth
Marketing Automation Vendors Pardot Marketo Infusionsoft Greenrope Act-on Eloqua Hubspot Callidus Salesfusion