How to use Uberflip & Terminus
to fuel your ABM strategy
ABOUT THE SPEAKERS
Lauren Patrick
Storyteller, Terminus
Heidi Vandermeer
Account Based Marketer, Uberflip
@Terminus #ABM
@Terminus #ABM
@Terminus #ABM
@Terminus #ABM
WEIGHING IN!6.8BUYERS
- Gartner (CEB)
FUTURE
HeidiDanielQuentin ChristineShannonTara
Personalization and relevance
are key to ABM
ABM
But how do we create a relevant and
tailored experience for ABM
— at scale?
How Uberflip Uses Terminus
for ABM
Heidi Vandermeer
Account Based Marketing at Uberflip
Twitter handle: @heidivandermeer
ABOUT
UBERFLIP
We help marketers create,
manage and optimize
content experiences at every
stage of the buyer journey.
Strategic SamDemand Jen
Marketing Mary
CONTENT
EXPERIENCE
Source: Marketo “The State Of Engagement” Report
“Leads nurtured with personalized content
tend to lead to 20% more sales
opportunities”
— Demand Gen report
Your
Content
Top of the
Funnel
Middle of
the Funnel
Bottom of
the Funnel
By Topic By Type
By
Vertical
By
Persona
By
Account
Our ABM Journey
• 2016-2017: Began laying groundwork for ABM, changing
reporting structure from leads to accounts.
• ABM role: Changed roles in June 2017 to implement ABM
structure & programs throughout our revenue cycle full-time.
• Main focus: Sales alignment, direct mail, digital ads, key
accounts
• Digital ads: Began using Terminus right away (and love
working with them!)
o Tier 1: By account, individual
o Tier 2: By industry, persona, tech
o Tier 3: Regular inbound strategy,
+ industry/persona related
content
My Team’s Approach
Account Value ($)
Effortinvested
Tier: 3 2 1Utilize a tier based approach
STAGE Tier 1 Tier 2 Tier 3
Cold - Direct mail offers, to 1-5 people 2x
per quarter for each account
- Targeted ads per account + custom
digital assets
- Regular inbound
- Targeted ads:
- Persona
- Industry
- Technology
- Regular inbound
strategy only
Engaged - Targeted ads per account
- Direct mail plays
- Email nurture
- Retargeting ads
- Limited direct mail plays
(dependant on persona & situation)
- Email nurture
Opportunity - Targeted ads per account
- Ads showing customer reviews +
case studies
- Personalized direct mail
- Custom content & digital assets
- Targeted ads per persona or
industry
- Ads showing customer reviews +
case studies
- Direct mail if prospects are “going
cold”
- Notes & cards
- Limited direct mail
- Ads showing
customer reviews +
case studies
Example: ABM Strategy Based on Tier + Stage
Outcome: CTR of 6-13% with target accounts!
Tier 2: Cold
Tier 2: Cold
Tier 1: Engaged
All tiers: Opps
How Terminus Uses Uberflip
for ABM
Lauren Patrick
Storyteller
• Started “ABM” in early 2015
• Officially became a “Terminator” in Sept. 2015
• Helped scale the company from 70 to 350+ customers
• Launched Uberflip in Spring 2016
• Finalist for 2017 Expy Award from Uberflip
My ABM Journey
@Terminus #ABM
Target best-
fit accounts
Easiest and fastest way to do ABM at scale
Engage more
stakeholders
Accelerate
marketing &
sales pipeline
@Terminus #ABM
@sangramvajre @dgaugler#ABM@Terminus@TonniBennett #ABM
Terminus Platform
@Terminus #ABM
@Terminus #ABM
DREAMFORCE ‘17 | ©2017 Terminus Software, Inc.
The Secret Formula for Operationalizing ABM
Tweet this!
Fit + Intent + Engagement
is the secret formula for #ABM
@PeterKHerbert
Winning Strategies for Account-Based Marketing | @SangramVajre #ABM@Terminus #ABM
#conex17 #ABM
Account-Based Value Stream
Orchestrating Quality Time with Decision-Makers
Fit + Intent (+ Engagement)
Account
Prioritization
Promote
MQAs
Engaged Accounts
with High AES
Expand to 10+ More
Contacts as Needed
to Set Appt.
Gather Account
Insight
Create
Tailored,
Personalized
Content
Run the Play:
Personalized
Phone+Social+Email
Marketing Creates
Awareness and
Engagement
Sales Dev Engages
with People and
Sets Appointments
Build
Target
Contacts
@peterkherbert #ABM@Terminus #ABM@Terminus #ABM
Dreamforce ‘17 | ©2017 Terminus Software, Inc.
ABM Target Tiers
working
potential Master Pool of
High Fit Accounts
Time Energy Money
Sales and
Marketing
working together
YOUR FUTURE IN B2B IS ACCOUNT-BASED | @SangramVajre @PeterKHerbert #ABM
@Terminus #ABM
@Terminus #ABM
@Terminus #ABM
Customer Case Studies
@peterkherbert #ABM@peterkherbert #ABM@Terminus #ABM
Terminus Product Portal
@peterkherbert #ABM@peterkherbert #ABM#ABM@Terminus #ABM
SDR Sales Stream
@peterkherbert #ABM@peterkherbert #ABM@Terminus #ABM
ABM Masters Portal (Powered by Uberflip)
@peterkherbert #ABM@peterkherbert #ABM
http://resources.terminus.com/abm-masters
@Terminus #ABM
Key Takeaways
Use account tiers to segment plays
Design campaigns throughout the
buying journey
Recycle everything: reduce your time,
reuse your content
H2H = ABM = Personalized, relevant
content
hub.uberflip.comterminus.com

How to use Uberflip & Terminus to fuel your ABM strategy

  • 1.
    How to useUberflip & Terminus to fuel your ABM strategy
  • 2.
    ABOUT THE SPEAKERS LaurenPatrick Storyteller, Terminus Heidi Vandermeer Account Based Marketer, Uberflip
  • 3.
  • 4.
  • 5.
  • 6.
  • 7.
  • 8.
  • 9.
  • 10.
    But how dowe create a relevant and tailored experience for ABM — at scale?
  • 14.
    How Uberflip UsesTerminus for ABM Heidi Vandermeer Account Based Marketing at Uberflip Twitter handle: @heidivandermeer
  • 15.
    ABOUT UBERFLIP We help marketerscreate, manage and optimize content experiences at every stage of the buyer journey.
  • 16.
    Strategic SamDemand Jen MarketingMary CONTENT EXPERIENCE
  • 17.
    Source: Marketo “TheState Of Engagement” Report
  • 18.
    “Leads nurtured withpersonalized content tend to lead to 20% more sales opportunities” — Demand Gen report
  • 19.
    Your Content Top of the Funnel Middleof the Funnel Bottom of the Funnel By Topic By Type By Vertical By Persona By Account
  • 20.
    Our ABM Journey •2016-2017: Began laying groundwork for ABM, changing reporting structure from leads to accounts. • ABM role: Changed roles in June 2017 to implement ABM structure & programs throughout our revenue cycle full-time. • Main focus: Sales alignment, direct mail, digital ads, key accounts • Digital ads: Began using Terminus right away (and love working with them!)
  • 21.
    o Tier 1:By account, individual o Tier 2: By industry, persona, tech o Tier 3: Regular inbound strategy, + industry/persona related content My Team’s Approach Account Value ($) Effortinvested Tier: 3 2 1Utilize a tier based approach
  • 22.
    STAGE Tier 1Tier 2 Tier 3 Cold - Direct mail offers, to 1-5 people 2x per quarter for each account - Targeted ads per account + custom digital assets - Regular inbound - Targeted ads: - Persona - Industry - Technology - Regular inbound strategy only Engaged - Targeted ads per account - Direct mail plays - Email nurture - Retargeting ads - Limited direct mail plays (dependant on persona & situation) - Email nurture Opportunity - Targeted ads per account - Ads showing customer reviews + case studies - Personalized direct mail - Custom content & digital assets - Targeted ads per persona or industry - Ads showing customer reviews + case studies - Direct mail if prospects are “going cold” - Notes & cards - Limited direct mail - Ads showing customer reviews + case studies Example: ABM Strategy Based on Tier + Stage
  • 23.
    Outcome: CTR of6-13% with target accounts! Tier 2: Cold
  • 24.
  • 26.
  • 27.
  • 31.
    How Terminus UsesUberflip for ABM Lauren Patrick Storyteller
  • 32.
    • Started “ABM”in early 2015 • Officially became a “Terminator” in Sept. 2015 • Helped scale the company from 70 to 350+ customers • Launched Uberflip in Spring 2016 • Finalist for 2017 Expy Award from Uberflip My ABM Journey @Terminus #ABM
  • 33.
    Target best- fit accounts Easiestand fastest way to do ABM at scale Engage more stakeholders Accelerate marketing & sales pipeline @Terminus #ABM
  • 34.
  • 35.
  • 36.
    DREAMFORCE ‘17 |©2017 Terminus Software, Inc. The Secret Formula for Operationalizing ABM Tweet this! Fit + Intent + Engagement is the secret formula for #ABM @PeterKHerbert Winning Strategies for Account-Based Marketing | @SangramVajre #ABM@Terminus #ABM
  • 37.
    #conex17 #ABM Account-Based ValueStream Orchestrating Quality Time with Decision-Makers Fit + Intent (+ Engagement) Account Prioritization Promote MQAs Engaged Accounts with High AES Expand to 10+ More Contacts as Needed to Set Appt. Gather Account Insight Create Tailored, Personalized Content Run the Play: Personalized Phone+Social+Email Marketing Creates Awareness and Engagement Sales Dev Engages with People and Sets Appointments Build Target Contacts @peterkherbert #ABM@Terminus #ABM@Terminus #ABM
  • 38.
    Dreamforce ‘17 |©2017 Terminus Software, Inc. ABM Target Tiers working potential Master Pool of High Fit Accounts Time Energy Money Sales and Marketing working together YOUR FUTURE IN B2B IS ACCOUNT-BASED | @SangramVajre @PeterKHerbert #ABM
  • 39.
  • 40.
  • 41.
  • 42.
    Customer Case Studies @peterkherbert#ABM@peterkherbert #ABM@Terminus #ABM
  • 43.
    Terminus Product Portal @peterkherbert#ABM@peterkherbert #ABM#ABM@Terminus #ABM
  • 44.
    SDR Sales Stream @peterkherbert#ABM@peterkherbert #ABM@Terminus #ABM
  • 45.
    ABM Masters Portal(Powered by Uberflip) @peterkherbert #ABM@peterkherbert #ABM http://resources.terminus.com/abm-masters @Terminus #ABM
  • 46.
    Key Takeaways Use accounttiers to segment plays Design campaigns throughout the buying journey Recycle everything: reduce your time, reuse your content H2H = ABM = Personalized, relevant content
  • 47.