Intent driven
automation
With great personalization comes great conversion
2
@guillaumecabane
Guillaume “G” Cabane
VP OF GROWTH @DRIFT
ADVISOR @SEGMENT
Understanding
salespeople
I love Salespeople
4
• Ask the right questions = gather data
• Adapt their pitch to close = personalize
• Problem: Lack of personalization in
marketing drives poor conversion
Lack of Data = poor personalization => poor conversion rates
Cracking the salespeople secrets
Sales unit economics
When do sales reps make sense?
Conversion to paid per company size for B2B SaaS
(A)
Conversionrate
0%
7.5%
15%
22.5%
30%
Company size
5 50 200 1,000 10,000
Average Contract Value per company size (B)
$0
$75,000
$150,000
$225,000
$300,000
Company size
5 50 200 1,000 10,000
Sales Velocity: number leads (#) x deal size ($) x conversion rate (%), divide by conversion time (T)
SaaS company focus
Cost&Revenuein$
Company size
5 50 200 1,000 10,000
Self-Service Enterprise
ABM
Cost of sales rep
Sales Velocity
Marketing
Automation
ABM Wave
Company size
5 50 200 1,000 10,000
Self-Service Enterprise
Marketing
Automation
ABM
Data poor, high volume
= bad marketing & sales Data rich, low volume =
Good marketing & sales
In-funnel examples: abundance
of data & high intent
Collect - Enrich - Action
Growth Framework
11
Collect - Enrich & Score - Action
12
Engagement
Signup
Activate
Conversion
Acquisition
Dynamic Website
Power Chat
Frictionless Signup
Personalized Onboarding
IP
Email
13
Frictionless Signup
&
Personalized
Onboarding
1
Email Based Experience
14
Frictionless Signup & Onboarding
15
Pre-Filling=
FrictionReduction


In-PageDynamicContent=
SocialProof
Splitting Form =
R. Cialdini’s Principle
Of Commitment
+30% Conversion Rate!
16
Do logic conditions impact performance?
UserTraits
Dologicconditionsimpactperformance?
17
Do logic conditions impact performance?
UserTraits
Dologicconditionsimpactperformance?
18
User Scoring
Scoring
19
Frictionless Signup & Onboarding
Model Performance
20
Leads with a “very good” customer fit
makes 80% of conversions while they
make less than 16% of leads.
Frictionless Signup & Onboarding
21
HighScoreUser
Piecingitalltogether
22
HighScoreUser
Piecingitalltogether
23
Using Email As The Key Is Easy
24
• There are many data providers
• Most marketing tools accept the resultant data
• No time sensitivity
• Match rate is high
• We can use lead scoring models
Frictionless Signup & Onboarding
25
We Need
Another Key Into
The User DataEmail IP Address
Ip Based Actions
26
No Data? No Problem. IP Lookup.
GET IP
RETURNS DOMAIN
Ip Based Actions
Finding Outbound Opportunities Within Anon Traffic
27
By joining IP detection & company scoring
COMPANY
OBJECT IF SCORE >0.9
IDENTIFY MAX 4
USERS USERS
FIND
PERSONS
WITHIN
COMPANY
FIRMOGRAPHIC
SCORE
GET IP
ADDRESS
RETURNS
DOMAIN
Cold Email
28
> 1,500
> 300
> 5000
New companies identified per week
Match our top score
New contacts identified per week
Cold Email
Cold Email
Email is good … but a
huge friction compared
to engaging directly
with the user on the site
Cold Email
Power Chat For High Score Visitors
31
By joining IP detection & company scoring
COMPANY
OBJECT IF SCORE >0.9
DISPLAY
LIVECHAT
FIRMOGRAPHIC
SCORE
GET IP
ADDRESS
RETURNS
DOMAIN
Livechat
Using
The Data
Chat Only With
Valuable Visitors
33
Livechat
34
Livechat
35
Livechat
25%
50%
75%
100%
Pageviews Generic chat Chat with company name
5X improvement by
injecting company name
Impact? 5X!Livechat
But still only a fraction of all visitors
Live Enrichment Infrastructure
37
Enabling
Dynamic
Web Content
38
Dynamic Homepage
Showtime
What Is The Scope Of Change?
39
Hero message
Signup CTA
Remove pricing link | customer fit
Inject supported technologies
Change customer logos | industry based
Dynamic Homepage
Results
41
Combinations running live
Empowered the marketing & design teams
Some variations or subgroups perform extremely well
4.5
Billion
Dynamic Homepage
3x
CR
Scaling ABM
Discovering intent data to drive automation
Before the funnel
43
no data, low intent
Engagement
Signup
Activate
Conversion
Acquisition
Dynamic Website
Power Chat
Frictionless Signup
Personalized Onboarding
IP
Email
44
Intent
Engagement
Signup
Activate
Conversion
Acquisition
Moving up the funel
What happens before users hit the website?
46
VISITED WEBSITE
SCORE
Current State
PROSPECT
47
VISITED WEBSITE
More Data Signals
INSTALLED
WEB TECH
READING ABOUT
“REDSHIFT”
UNINSTALLED
SDK
HIRING DATA
ENGINEERS
SCORE PROSPECT
48
More Output Channels
VISITED WEBSITE
WEB
TECHNOGRAHICS
TOPIC SURGING
MOBILE
TECHNOGRAHICS
CUSTOM SITE
SCRAPING
SCORE PROSPECT
Chat
Email
Web content
Advertising
Account, User &
Campaign Record
Physical goods
VISITED WEBSITE
INSTALLED
WEB TECH
READING ABOUT
“LIVECHAT”
HIRING SALES
DIRECTOR
t
INTENT
SCORE: 0.12
INTENT
SCORE: 0.33
INTENT
SCORE: 0.61
ADVERTISING:

INSTALL {TECH}
& 200+ TOOLS
EMAIL: DISCOVER
THE POWER OF
GREAT
COMMUNICATION
SEND BRANDED
GIFT
DEMO REQUEST!
INTENT
SCORE: 0.88
LC: ANYTHING I
CAN HELP WITH?
The Right Message At The Right Time
50
Intent
Engagement
Signup
Activate
Conversion
Acquisition
51
@guillaumecabane
Q&A
Guillaume “G” Cabane
VP OF GROWTH @DRIFT
ADVISOR @SEGMENT

"Intent driven automation" by Guillaume Cabe (Apple, Mention, Segment, Drift)