April 26, 2017
Questions? Use the GTW chat!
@jimbohops @juliastead @sangramvajre #ABM
Presenters
JIM HOPKINS
Product Marketing
Manager at Salesforce
@jimbohops
JULIA STEAD
Sr. Director of Demand
Generation at Invoca
@juliastead
SANGRAM VAJRE
Co-Founder and
CMO at Terminus
@sangramvajre
Tweet to win! Use #ABM for a copy of Account-Based Marketing for Dummies
@jimbohops @juliastead @sangramvajre #ABM
What is Account-Based Marketing?
Focused
B2B
“Smarketing”
@sangramvajre #ABM
The #FlipMyFunnel model for #ABM
@sangramvajre #ABM
IDENTIFY
Start with the best-fit accounts
EXPAND
Focus on people in same roles
ENGAGE
Right content, right channel
ADVOCATE
Create raving fans
MEASURE
Gauge the results & adjust
Flipping The Funnel: ABM Model
@sangramvajre #ABM
7
Identify Accounts1
@juliastead #ABM
TIER 3
TIER 2
Total Accounts:
768
Total Accounts:
1,002
Total Accounts:
2,823
TIER 1 10-20 Focus
Accounts / Rep
Data filters, predictive tools for master list
8
Identify Accounts1
Manual sales &
marketing review of
Tier 1 accounts
Hand-selected
‘Focus’ list by
sales reps
@juliastead #ABM
Built out relevant and
accurate contact lists for
each ABM account:
Expand: Find the right people2
• Leveraging 3rd party tools + with manual
prospecting research by marketing & SDR
team
• Reps/SDR cover focus accounts;
marketing covers rest of Tiers 1-3
• 8 ideal buyer types
• Matching leads to known accounts
• Automatically matching leads &
converting contacts to target
accounts
Invested in technology to
get holistic
view of accounts:
@juliastead #ABM
We rolled out ‘omnichannel nurturing’, so contacts get a
consistent set of messages across all channels, that progress
them through their path to purchase.
Engage: Leverage all channels3
@juliastead #ABM
Direct Mail Email Display SDR outbound
Special menu of high cost, high personalization programs for
Focus accounts – opted in manually by sales.
Engage: ‘Menu’ for Focus Accounts3
@juliastead #ABM
Direct Mail Field Events Web Experiences
• Switched to multi-touch
attribution model, to measure
impact & ROI of all ABM touches
• Implemented account-based
waterfall with Aware, MQA stages
Measuring results and advocacy4
@juliastead #ABM


Main KPIs
Measuring results and advocacy4
@juliastead #ABM
Total amount
of sourced,
influenced
pipeline ($)
Pipe to spend
ratio across all
ABM programs
(goal: 10x)
Overall
conversion
rate (%) and
win rate (%)
Compare conversion
and engagement
rates for ABM
campaigns vs non-
target accounts
Secondary KPIs
Measuring results and advocacy4
@juliastead #ABM
Isolating specific channels
to measure uplift impact
(display)
Number of engaged
accounts (%), MQAs (%)
Measuring results and advocacyResults
@juliastead #ABM
Increase in total pipeline
after beta ABM programs
launched: 1.8X more
pipeline than last
2Q
20% higher
opp creation
rate with
Enterprise accounts
Lift in opportunity
creation rates when
ABM display
campaigns were
added: 50-200%
@jimbohops #ABM
With Terminus and account-based marketing, we
saw engagement with 60% of our target accounts
with an opportunity-to-spend ratio of 100X.
—JIM HOPKINS, Product Marketing Manager at Salesforce
“
How do we get the word out?
Internal/Owned
Channels
Warm Leads
Events
Website/Blog
Email
Sales
External/Paid
Channels
SEM
Social
Review Sites
One-Offs
Pipe
ACV
@jimbohops #ABM
The Solution
External/Paid
Channels
Internal/Owned
Channels
ACCOUNT-TARGETED CAMPAIGNS SALES-LED, ACCOUNT-BASED ENGAGEMENT
Lifted Accounts
Pipe
ACV
@jimbohops #ABM
might be
CONTENT
but
is
DATA
@jimbohops #ABM
@jimbohops #ABM
To market the Data, you must see the data
• Employees
• Revenue
• Industries
• Technology Installed
• Corporate Hierarchy:
D-U-N-S Number
• Opportunity History
• Customer History, Product Usage
and more…
1
2
The Campaign, Part 1
Market to Accounts
+ Personas
Target Buyers
Sales Cloud Customers
Ready for Take Off
Scrubbed
ListScrub the List
Ready for Data 150
@jimbohops #ABM@jimbohops #ABM
Results
engagement at
63%
of accounts
Pipe $ to
Spend $
20x Love
&
Respect
@jimbohops #ABM
3
4
The Campaign, Part 2
Connect to CRM
Leads, Opptys
Enable the
Sales Army
@jimbohops #ABM
Terminus Cloud for ABM
@sangramvajre #ABM
terminus.com/abm-cloud
Using the #FlipMyFunnel model for ABM
• Build a best-in-class ABM tech stack
• Partner program of 40+ B2B marketing & sales
software vendors
• All integrate w/ Salesforce CRM for a
comprehensive strategy
• Aligning #MarTech stack allows ABM to be
done at scale (1-to-1 or 1-to-many)
Terminus ABM Stack Grader
@sangramvajre #ABM
terminus.com/abm-stack
Download full Blueprint to ABM ebook
@sangramvajre #ABM
60+
pages of
content, 10
worksheets
bit.ly/abm_blueprint
Questions? Tweet to us!
JIM HOPKINS
Product Marketing
Manager at Salesforce
@jimbohops
JULIA STEAD
Sr. Director of Demand
Generation at Invoca
@juliastead
SANGRAM VAJRE
Co-Founder and
CMO at Terminus
@sangramvajre
#ABM
Thanks for watching!
Slides, recording & ebook coming soon!

The Blueprint to Account-Based Marketing (Webinar)

  • 1.
  • 2.
    Questions? Use theGTW chat! @jimbohops @juliastead @sangramvajre #ABM
  • 3.
    Presenters JIM HOPKINS Product Marketing Managerat Salesforce @jimbohops JULIA STEAD Sr. Director of Demand Generation at Invoca @juliastead SANGRAM VAJRE Co-Founder and CMO at Terminus @sangramvajre Tweet to win! Use #ABM for a copy of Account-Based Marketing for Dummies @jimbohops @juliastead @sangramvajre #ABM
  • 4.
    What is Account-BasedMarketing? Focused B2B “Smarketing” @sangramvajre #ABM
  • 5.
    The #FlipMyFunnel modelfor #ABM @sangramvajre #ABM IDENTIFY Start with the best-fit accounts EXPAND Focus on people in same roles ENGAGE Right content, right channel ADVOCATE Create raving fans MEASURE Gauge the results & adjust
  • 6.
    Flipping The Funnel:ABM Model @sangramvajre #ABM
  • 7.
    7 Identify Accounts1 @juliastead #ABM TIER3 TIER 2 Total Accounts: 768 Total Accounts: 1,002 Total Accounts: 2,823 TIER 1 10-20 Focus Accounts / Rep
  • 8.
    Data filters, predictivetools for master list 8 Identify Accounts1 Manual sales & marketing review of Tier 1 accounts Hand-selected ‘Focus’ list by sales reps @juliastead #ABM
  • 9.
    Built out relevantand accurate contact lists for each ABM account: Expand: Find the right people2 • Leveraging 3rd party tools + with manual prospecting research by marketing & SDR team • Reps/SDR cover focus accounts; marketing covers rest of Tiers 1-3 • 8 ideal buyer types • Matching leads to known accounts • Automatically matching leads & converting contacts to target accounts Invested in technology to get holistic view of accounts: @juliastead #ABM
  • 10.
    We rolled out‘omnichannel nurturing’, so contacts get a consistent set of messages across all channels, that progress them through their path to purchase. Engage: Leverage all channels3 @juliastead #ABM Direct Mail Email Display SDR outbound
  • 11.
    Special menu ofhigh cost, high personalization programs for Focus accounts – opted in manually by sales. Engage: ‘Menu’ for Focus Accounts3 @juliastead #ABM Direct Mail Field Events Web Experiences
  • 12.
    • Switched tomulti-touch attribution model, to measure impact & ROI of all ABM touches • Implemented account-based waterfall with Aware, MQA stages Measuring results and advocacy4 @juliastead #ABM  
  • 13.
    Main KPIs Measuring resultsand advocacy4 @juliastead #ABM Total amount of sourced, influenced pipeline ($) Pipe to spend ratio across all ABM programs (goal: 10x) Overall conversion rate (%) and win rate (%) Compare conversion and engagement rates for ABM campaigns vs non- target accounts
  • 14.
    Secondary KPIs Measuring resultsand advocacy4 @juliastead #ABM Isolating specific channels to measure uplift impact (display) Number of engaged accounts (%), MQAs (%)
  • 15.
    Measuring results andadvocacyResults @juliastead #ABM Increase in total pipeline after beta ABM programs launched: 1.8X more pipeline than last 2Q 20% higher opp creation rate with Enterprise accounts Lift in opportunity creation rates when ABM display campaigns were added: 50-200%
  • 16.
    @jimbohops #ABM With Terminusand account-based marketing, we saw engagement with 60% of our target accounts with an opportunity-to-spend ratio of 100X. —JIM HOPKINS, Product Marketing Manager at Salesforce “
  • 17.
    How do weget the word out? Internal/Owned Channels Warm Leads Events Website/Blog Email Sales External/Paid Channels SEM Social Review Sites One-Offs Pipe ACV @jimbohops #ABM
  • 18.
    The Solution External/Paid Channels Internal/Owned Channels ACCOUNT-TARGETED CAMPAIGNSSALES-LED, ACCOUNT-BASED ENGAGEMENT Lifted Accounts Pipe ACV @jimbohops #ABM
  • 19.
  • 20.
    @jimbohops #ABM To marketthe Data, you must see the data • Employees • Revenue • Industries • Technology Installed • Corporate Hierarchy: D-U-N-S Number • Opportunity History • Customer History, Product Usage and more…
  • 21.
    1 2 The Campaign, Part1 Market to Accounts + Personas Target Buyers Sales Cloud Customers Ready for Take Off Scrubbed ListScrub the List Ready for Data 150 @jimbohops #ABM@jimbohops #ABM
  • 22.
    Results engagement at 63% of accounts Pipe$ to Spend $ 20x Love & Respect @jimbohops #ABM
  • 23.
    3 4 The Campaign, Part2 Connect to CRM Leads, Opptys Enable the Sales Army @jimbohops #ABM
  • 24.
    Terminus Cloud forABM @sangramvajre #ABM terminus.com/abm-cloud Using the #FlipMyFunnel model for ABM • Build a best-in-class ABM tech stack • Partner program of 40+ B2B marketing & sales software vendors • All integrate w/ Salesforce CRM for a comprehensive strategy • Aligning #MarTech stack allows ABM to be done at scale (1-to-1 or 1-to-many)
  • 25.
    Terminus ABM StackGrader @sangramvajre #ABM terminus.com/abm-stack
  • 26.
    Download full Blueprintto ABM ebook @sangramvajre #ABM 60+ pages of content, 10 worksheets bit.ly/abm_blueprint
  • 27.
    Questions? Tweet tous! JIM HOPKINS Product Marketing Manager at Salesforce @jimbohops JULIA STEAD Sr. Director of Demand Generation at Invoca @juliastead SANGRAM VAJRE Co-Founder and CMO at Terminus @sangramvajre #ABM
  • 28.
    Thanks for watching! Slides,recording & ebook coming soon!

Editor's Notes

  • #3 Lead-based People as numbers Broad at the top and small at the bottom
  • #4 Lead-based People as numbers Broad at the top and small at the bottom
  • #18 And while these are fantastic options and healthy marketing channels, we are one of several other product lines vying for attention from the SDR or BDR teams, hoping to get our leads followed up on.
  • #20 Hat tip to Justin Gray, CEO LeadMD via Funnelholic, Craig Rosenberg
  • #25 Try new things Don’t feel limited by what your company/team has always done Data is Ace Your first step toward a winning ABM strategy is understanding which accounts to market to, and how Give Sales all you’ve got
  • #26 Try new things Don’t feel limited by what your company/team has always done Data is Ace Your first step toward a winning ABM strategy is understanding which accounts to market to, and how Give Sales all you’ve got
  • #27 Try new things Don’t feel limited by what your company/team has always done Data is Ace Your first step toward a winning ABM strategy is understanding which accounts to market to, and how Give Sales all you’ve got
  • #28 Lead-based People as numbers Broad at the top and small at the bottom