Bislr Intelligent Marketing Platform

Marketing Automation Goes Agile
How do you "go agile"? What does this mean for
campaign planning for 2014?

Marcia Kadanoff
CMO
Bislr, Inc.

© 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com

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What We’ll Discuss Today
• No one says you have to “go agile in 2014”
• What we do know is that the old school marketing plan
isn’t worth the paper it’s printed on

#agilema

© 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com

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Lets Talk About Agile

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This is Agile

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Simple Facts
• The faster the campaigns get developed
• The more campaigns you run
• The more you test

BETTER HIGHER IMPACT RESULTS
© 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com

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If your goal is to …
• Get More Done
• Adapt to Change
• See Measurable Results
Think Different
– Process
– Technology

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Think Different

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Expect Change
• Social Media
• Mobile
• Buying Process

© 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com

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Social Media

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Mobile
• Android over taking iOS

© 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com

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Buying Process
• 67% of the buyer’s work is done BEFORE they ever talk
to sales

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Impact on the CMO

Source: http://www.accenture.com/SiteCollectionDocuments/PDF/Accenture-CMO-Insights-Report-PDF.pdf

© 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com

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Biggest Barriers to Success

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In Short … What Marketing Needs is
• Better process
• Better technology

© 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com

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Agile Marketing

© 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com

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Benefits
Transformative

Status
Quo

Agile

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Critical decisions
• You are going to need to
make
– Length of the sprint
– How to prioritize campaigns
– Scrum frequency / stand up
meetings
– How to report on results
– What supporting technology
you need

© 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com

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Sprint Length
• Shorter is better
• 3-4 weeks MAX

Source: http://agilemarketingmanifesto.org/values/adaptive-and-iterative© 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com
campaigns-over-big-bang-campaigns/#.Up-LjWRDuvg

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Create an Ongoing Backlog
• Campaigns
• Stories
• Points

© 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com

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How to Create Your Backlog
• Story fragments
Opportunity Nurture – ROI Calculator
A campaign that targets opportunities in the later stage of
our pipeline who need ROI information to help them
make a positive buying decision

© 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com

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Campaign
• LinkedIn Sponsored Posts
• Twitter Lead Cards
• Google Adwords
– Hint! Consistent naming conventions will really help here
• Campaign X – LinkedIn – Jan 14-30
• Campaign X – Twitter Lead Cards – Jan 14-30
• Campaign X – Google AdWords – June 14-30
– Track spending and monitor click-throughs in a unified manner

© 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com

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Backlog Planning Tool
Story

Funnel Stage

Sales

Customer
Engagement

Marketing

Opportunity
Nurture

Bottom

13

5

13

Segment A
Specific
Campaign #1

Middle

5

10

5

Segment B
Specific
Campaign #2

Middle

1

3

2

Market
Research
Report
Campaign

Top

8

13

5

© 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com

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Leverage Fibonacci Numbers
• Ensures ‘spread’ of votes

Fibonacci
Numbers
1-2-3-5-8-13

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Sprint Planning Meetings
• Electronic & not face-to-face

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Now we’ve got a Short List of Campaigns
• By step of the funnel … like so

TOFU
Campaign #1
Campaign #2
Campaign #3
Campaign #4
Campaign #5
Campaign #6
Campaign #7
Campaign #8
Campaign #9
Campaign #10
© 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com

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21
21
13
8
5
5
5
5
5

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Pull Campaigns “Off the Backlog”

Plan directly off the
Campaign backlog
© 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com

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Always be Testing Something
•
•
•
•
•
•

Shorter tweets
Visual content
Precision timing
Frequency
Cadence
Content

© 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com

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Shorter Tweets

100 is the new 140

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Visual Content
BEFORE

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Precision Timing
• Focus on first 5-10 days after prospect enters your funnel

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Frequency

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Impact
Conversion rate
+50%

Follow Rate
3x

Cost Per Lead
-11%

Retweets
2x

© 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com

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Cadence
• Varies by medium but in social media
• 10 tweets … other people’s content
• 4 touches … your content (organic)
• 1 touch … conversion action (sponsored)

© 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com

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Content

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Leverage the Moment
Cultural
Opportunistic
Business issues

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Example – Cultural Moment

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Event Hijacking
During your competitors’ live events: Select event key words, phrases, or
#[hashtags] which are trending on Twitter with high activity.
In seconds, the automated campaign
sends a personalized Tweet directly to
each event lead’s @handle.

Set automated triggers
which “listen” for these
terms on Twitter.

Users who actively tweet these terms
are captured in a list
(for immediate and future use).
© 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com

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Example – Churn Reduction

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Hold Regular Retrospect Meetings

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Campaign Retrospective
What Happens in the Campaign Retrospect
• Actual campaigns executed
• Planned campaigns as on backlog
• Results achieved

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Focus on the Results that Matter
• Not Click Through or Cost Per but ROI (ideally)
• Percentage of opportunities influenced by marketing

Campaign #1
Campaign #2
Campaign #3
Campaign #4
Campaign #5
Campaign #6
Campaign #7
Campaign #8
Campaign #9
Campaign #10

Program Cost
$30,000.00
$40,000.00
$5,000.00
$15,000.00
$90,000.00
$5,000.00
$5,000.00
$10,000.00
$14,000.00
$12,000.00
$226,000.00

No. of
Oppts
Created
28
21
11
13
8
6
5
5
1
4
102

Dollar Value
$717,900
$582,600
$300,000
$296,200
$188,200
$139,900
$121,200
$107,700
$89,800
$89,800
2,633,300

© 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com

Revenue
Expected
$387,000
$451,000
$300,000
$$182,000
$106,000
$1,210,000
$$$680,000
3,316,000

Revenue Won
$20,000
$70,100
$3,500
$$158,800
$28,000
$785
$45,000
$23,368
$349,553

ROI
(Revenue)
67
175
70
176
560
16
450
167
-

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In Terms of Technology Needed
• Don’t need anything fancy to plan your sprints –
spreadsheet will suffice
• Do need marketing automation
–
–
–
–
–
–

Create and execute more campaigns
See results happen in real time via a feed
Test new media opportunities as they come up
Make sure assets are ready for mobile / social
Field multi channel campaigns that go beyond email
Close the loop / calculate ROI

© 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com

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Closing Thoughts
• Don’t bother with burn down charts
• Don’t bother with project “poker”

© 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com

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Agile Marketing

What We Talked About
• Agile as a lightweight planning
process that is perfectly matched for
the shift to more digital marketing
• Iterative planning process pulling
campaigns off a backlog
• 10 Tips on how to implement agile
marketing in your organization
• Marketing Automation as the
technology needed to meet your
goals in 2014
© 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com

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Disruptive Marketing Automation

Free 14-Day Trial
http://bislr.com

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Marketing Automation Goes Agile

  • 1. Bislr Intelligent Marketing Platform Marketing Automation Goes Agile How do you "go agile"? What does this mean for campaign planning for 2014? Marcia Kadanoff CMO Bislr, Inc. © 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com 1 1
  • 2. What We’ll Discuss Today • No one says you have to “go agile in 2014” • What we do know is that the old school marketing plan isn’t worth the paper it’s printed on #agilema © 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com 2 2
  • 3. Lets Talk About Agile © 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com 3 3
  • 4. This is Agile © 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com 4 4
  • 5. Simple Facts • The faster the campaigns get developed • The more campaigns you run • The more you test BETTER HIGHER IMPACT RESULTS © 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com 5 5
  • 6. If your goal is to … • Get More Done • Adapt to Change • See Measurable Results Think Different – Process – Technology © 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com 6 6
  • 7. Think Different © 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com 7 7
  • 8. Expect Change • Social Media • Mobile • Buying Process © 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com 8 8
  • 9. Social Media © 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com 9 9
  • 10. Mobile • Android over taking iOS © 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com 10 10
  • 11. Buying Process • 67% of the buyer’s work is done BEFORE they ever talk to sales © 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com 11 11
  • 12. Impact on the CMO Source: http://www.accenture.com/SiteCollectionDocuments/PDF/Accenture-CMO-Insights-Report-PDF.pdf © 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com 12 12
  • 13. Biggest Barriers to Success © 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com 13 13
  • 14. In Short … What Marketing Needs is • Better process • Better technology © 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com 14 14
  • 15. Agile Marketing © 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com 15 15
  • 16. Benefits Transformative Status Quo Agile © 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com 16 16
  • 17. Critical decisions • You are going to need to make – Length of the sprint – How to prioritize campaigns – Scrum frequency / stand up meetings – How to report on results – What supporting technology you need © 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com 17 17
  • 18. Sprint Length • Shorter is better • 3-4 weeks MAX Source: http://agilemarketingmanifesto.org/values/adaptive-and-iterative© 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com campaigns-over-big-bang-campaigns/#.Up-LjWRDuvg 18 18
  • 19. Create an Ongoing Backlog • Campaigns • Stories • Points © 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com 19 19
  • 20. How to Create Your Backlog • Story fragments Opportunity Nurture – ROI Calculator A campaign that targets opportunities in the later stage of our pipeline who need ROI information to help them make a positive buying decision © 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com 20 20
  • 21. Campaign • LinkedIn Sponsored Posts • Twitter Lead Cards • Google Adwords – Hint! Consistent naming conventions will really help here • Campaign X – LinkedIn – Jan 14-30 • Campaign X – Twitter Lead Cards – Jan 14-30 • Campaign X – Google AdWords – June 14-30 – Track spending and monitor click-throughs in a unified manner © 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com 21 21
  • 22. Backlog Planning Tool Story Funnel Stage Sales Customer Engagement Marketing Opportunity Nurture Bottom 13 5 13 Segment A Specific Campaign #1 Middle 5 10 5 Segment B Specific Campaign #2 Middle 1 3 2 Market Research Report Campaign Top 8 13 5 © 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com 22 22
  • 23. Leverage Fibonacci Numbers • Ensures ‘spread’ of votes Fibonacci Numbers 1-2-3-5-8-13 © 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com 23 23
  • 24. Sprint Planning Meetings • Electronic & not face-to-face © 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com 24 24
  • 25. Now we’ve got a Short List of Campaigns • By step of the funnel … like so TOFU Campaign #1 Campaign #2 Campaign #3 Campaign #4 Campaign #5 Campaign #6 Campaign #7 Campaign #8 Campaign #9 Campaign #10 © 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com 26 21 21 13 8 5 5 5 5 5 25 25
  • 26. Pull Campaigns “Off the Backlog” Plan directly off the Campaign backlog © 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com 26 26
  • 27. Always be Testing Something • • • • • • Shorter tweets Visual content Precision timing Frequency Cadence Content © 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com 27 27
  • 28. Shorter Tweets 100 is the new 140 © 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com 28 28
  • 29. Visual Content BEFORE © 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com 29 29
  • 30. Precision Timing • Focus on first 5-10 days after prospect enters your funnel © 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com 30 30
  • 31. Frequency © 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com 31 31
  • 32. Impact Conversion rate +50% Follow Rate 3x Cost Per Lead -11% Retweets 2x © 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com 32 32
  • 33. Cadence • Varies by medium but in social media • 10 tweets … other people’s content • 4 touches … your content (organic) • 1 touch … conversion action (sponsored) © 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com 33 33
  • 34. Content © 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com 34 34
  • 35. Leverage the Moment Cultural Opportunistic Business issues © 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com 35 35
  • 36. Example – Cultural Moment © 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com 36 36
  • 37. Event Hijacking During your competitors’ live events: Select event key words, phrases, or #[hashtags] which are trending on Twitter with high activity. In seconds, the automated campaign sends a personalized Tweet directly to each event lead’s @handle. Set automated triggers which “listen” for these terms on Twitter. Users who actively tweet these terms are captured in a list (for immediate and future use). © 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com 37 37 37
  • 38. Example – Churn Reduction © 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com 38 38
  • 39. Hold Regular Retrospect Meetings © 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com 39 39
  • 40. Campaign Retrospective What Happens in the Campaign Retrospect • Actual campaigns executed • Planned campaigns as on backlog • Results achieved © 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com 40 40
  • 41. Focus on the Results that Matter • Not Click Through or Cost Per but ROI (ideally) • Percentage of opportunities influenced by marketing Campaign #1 Campaign #2 Campaign #3 Campaign #4 Campaign #5 Campaign #6 Campaign #7 Campaign #8 Campaign #9 Campaign #10 Program Cost $30,000.00 $40,000.00 $5,000.00 $15,000.00 $90,000.00 $5,000.00 $5,000.00 $10,000.00 $14,000.00 $12,000.00 $226,000.00 No. of Oppts Created 28 21 11 13 8 6 5 5 1 4 102 Dollar Value $717,900 $582,600 $300,000 $296,200 $188,200 $139,900 $121,200 $107,700 $89,800 $89,800 2,633,300 © 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com Revenue Expected $387,000 $451,000 $300,000 $$182,000 $106,000 $1,210,000 $$$680,000 3,316,000 Revenue Won $20,000 $70,100 $3,500 $$158,800 $28,000 $785 $45,000 $23,368 $349,553 ROI (Revenue) 67 175 70 176 560 16 450 167 - 41 41
  • 42. In Terms of Technology Needed • Don’t need anything fancy to plan your sprints – spreadsheet will suffice • Do need marketing automation – – – – – – Create and execute more campaigns See results happen in real time via a feed Test new media opportunities as they come up Make sure assets are ready for mobile / social Field multi channel campaigns that go beyond email Close the loop / calculate ROI © 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com 42 42
  • 43. Closing Thoughts • Don’t bother with burn down charts • Don’t bother with project “poker” © 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com 43 43
  • 44. Agile Marketing What We Talked About • Agile as a lightweight planning process that is perfectly matched for the shift to more digital marketing • Iterative planning process pulling campaigns off a backlog • 10 Tips on how to implement agile marketing in your organization • Marketing Automation as the technology needed to meet your goals in 2014 © 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com 44 44
  • 45. Disruptive Marketing Automation Free 14-Day Trial http://bislr.com © 2013, Bislr, Inc. @bislr #agilema | FREE 14 Day Trial: http://bislr.com 45 45