Sales & Marketing 
Expanding Marketing’s Role 
Lisa Steinhart, Socius Nathan Cox, Socius
Sales & Marketing
Sales & Marketing 
eCommerce Expertise 
Lisa Steinhart 
Marketing Director, Socius 
Nathan Cox 
Sr. CRM Consultant, Socius
Sales & Marketing 
In This Session… 
• 
Changing Roles For Marketing and Why 
• 
Challenges For the Road Ahead 
• 
Creative Ways to Solve Common Challenges
Sales & Marketing 
• 
– 
Anonymity 
– 
Preference for Self-Serve 
• 
– 
Aversion to disclosing buying (BANT) information 
– 
Limited/No response to inbound communications (e/voicemail) 
– 
Limited attention span (120 e-mails/day) 
• 
– 
Abundance of accurate content available 
• 
– 
Desire to engage directly with publisher 
– 
Preference for 3rd party/peer research 
– 
More proof activities/negotiation (lower risk profile) 
The New Buying Behavior 
Trust
Sales & Marketing 
Messaging Logistics 
Content Development 
Actionable Psychology
Sales & Marketing 
TWITTER 
FACEBOOK 
SOCIAL EXECUTION 
CRM 
ANALYTICS 
WEB/eCOMMERCE 
LINKEDIn
Sales & Marketing 
Key Disparities 
• 
Emphasis still on Sales Automation 
• 
Non Connected Systems is increasing 
• 
Singular and Specialized Systems 
GoToWebinar 
Email 
Calendaring 
Web Site 
CRM 
Twitter 
FaceBook 
Analytics 
Blog 
Syndicated Content 
Paid Placement
Sales & Marketing 
We Are Where ERP was 15 Years Ago 
• 
Limited Visibility 
• 
Disparate Singular Solutions 
• 
Spreadsheet Tracking 
• 
Manual BI 
• 
Left hand not in sync with right… 
You knew you were losing money because the $$$ were visible in inventory, and revenue…
Sales & Marketing 
Yet in tough times…What Get’s Cut? 
• 
Marketing Budgets 
• 
Investments in Marketing Technology 
• 
Investments in Marketing Headcount 
…Because our systems and data aren’t readily and consistently showcasing the value marketing brings to the organization…
Sales & Marketing 
Welcome to the Renaissance of Marketing 
• 
Recognition of today’s marketing requirements 
– 
Integration 
– 
BI 
– 
Dashboarding 
– 
Easy tools for left brain thinkers 
– 
Automation to speed operations 
– 
Visibility into results driven activity
Sales & Marketing 
How to Compile Your Action Plan 
• 
Map your ‘today’ process 
Market Life Cycle 
Lead Life Cycle 
Sales Life Cycle 
Other? 
• 
Map your Systems and Purpose 
Market Life Cycle 
Lead Life Cycle 
Sales Life Cycle 
Other?
Sales & Marketing 
How to Compile Your Action Plan 
• 
Identify your gaps in process and systems 
Market Life Cycle 
Lead Life Cycle 
Sales Life Cycle 
Other? 
• 
Document…Document…Document 
Market Life Cycle 
Lead Life Cycle 
Sales Life Cycle 
Other?
Sales & Marketing 
QUICK STORY…
Sales & Marketing 
Products Companies 
Services Companies 
SYSPRO 
Sage 
Dynamics 
Cloud 
BI 
CRM 
ISV 
NAV 
GP 
AX 
CRM 
HRMS 
Cloud 
Cloud 
CRM 
ISV 
ISV 
ISV 
ISV 
ISV 
Professional Services 
We Have A Complex Mix of Products/Services
Sales & Marketing 
Socius Quick Story 
• 
Ran Methodology in February 
– 
Email Construction 
– 
Sends By Role (2) 
– 
GTW Integration 
Activity 
Cost Per Week 
Email Construction 
1.5 
Email Sends by Role 
3 
GTW Integration 
2 
Sales Communications 
2 
Visitor Track 
$3,600 
Nurture Scheduling 
3 
12 Hours
Sales & Marketing 
Our Approach 
• 
Applied Marketing Automation to save 12 hours per week 
– 
Nurture scheduled is automatic 
– 
Sales gets immediate Updates 
– 
Reduction in overall manual entry to CRM 
– 
Additional time saved by Sales 
– 
Additional benefit – better targeting
Sales & Marketing 
Publishers Have More to Offer… 
Nathan Cox, Socius

Expanding Marketing's Role: Marketing Automation and Social Listening

  • 1.
    Sales & Marketing Expanding Marketing’s Role Lisa Steinhart, Socius Nathan Cox, Socius
  • 2.
  • 3.
    Sales & Marketing eCommerce Expertise Lisa Steinhart Marketing Director, Socius Nathan Cox Sr. CRM Consultant, Socius
  • 4.
    Sales & Marketing In This Session… • Changing Roles For Marketing and Why • Challenges For the Road Ahead • Creative Ways to Solve Common Challenges
  • 5.
    Sales & Marketing • – Anonymity – Preference for Self-Serve • – Aversion to disclosing buying (BANT) information – Limited/No response to inbound communications (e/voicemail) – Limited attention span (120 e-mails/day) • – Abundance of accurate content available • – Desire to engage directly with publisher – Preference for 3rd party/peer research – More proof activities/negotiation (lower risk profile) The New Buying Behavior Trust
  • 6.
    Sales & Marketing Messaging Logistics Content Development Actionable Psychology
  • 7.
    Sales & Marketing TWITTER FACEBOOK SOCIAL EXECUTION CRM ANALYTICS WEB/eCOMMERCE LINKEDIn
  • 8.
    Sales & Marketing Key Disparities • Emphasis still on Sales Automation • Non Connected Systems is increasing • Singular and Specialized Systems GoToWebinar Email Calendaring Web Site CRM Twitter FaceBook Analytics Blog Syndicated Content Paid Placement
  • 9.
    Sales & Marketing We Are Where ERP was 15 Years Ago • Limited Visibility • Disparate Singular Solutions • Spreadsheet Tracking • Manual BI • Left hand not in sync with right… You knew you were losing money because the $$$ were visible in inventory, and revenue…
  • 10.
    Sales & Marketing Yet in tough times…What Get’s Cut? • Marketing Budgets • Investments in Marketing Technology • Investments in Marketing Headcount …Because our systems and data aren’t readily and consistently showcasing the value marketing brings to the organization…
  • 11.
    Sales & Marketing Welcome to the Renaissance of Marketing • Recognition of today’s marketing requirements – Integration – BI – Dashboarding – Easy tools for left brain thinkers – Automation to speed operations – Visibility into results driven activity
  • 12.
    Sales & Marketing How to Compile Your Action Plan • Map your ‘today’ process Market Life Cycle Lead Life Cycle Sales Life Cycle Other? • Map your Systems and Purpose Market Life Cycle Lead Life Cycle Sales Life Cycle Other?
  • 13.
    Sales & Marketing How to Compile Your Action Plan • Identify your gaps in process and systems Market Life Cycle Lead Life Cycle Sales Life Cycle Other? • Document…Document…Document Market Life Cycle Lead Life Cycle Sales Life Cycle Other?
  • 14.
    Sales & Marketing QUICK STORY…
  • 15.
    Sales & Marketing Products Companies Services Companies SYSPRO Sage Dynamics Cloud BI CRM ISV NAV GP AX CRM HRMS Cloud Cloud CRM ISV ISV ISV ISV ISV Professional Services We Have A Complex Mix of Products/Services
  • 16.
    Sales & Marketing Socius Quick Story • Ran Methodology in February – Email Construction – Sends By Role (2) – GTW Integration Activity Cost Per Week Email Construction 1.5 Email Sends by Role 3 GTW Integration 2 Sales Communications 2 Visitor Track $3,600 Nurture Scheduling 3 12 Hours
  • 17.
    Sales & Marketing Our Approach • Applied Marketing Automation to save 12 hours per week – Nurture scheduled is automatic – Sales gets immediate Updates – Reduction in overall manual entry to CRM – Additional time saved by Sales – Additional benefit – better targeting
  • 18.
    Sales & Marketing Publishers Have More to Offer… Nathan Cox, Socius