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THE POWER OF SMARKETING.
Inbound Certification Class #9
#INBOUND
AGENDA
1.  What is Smarketing and why it is critical
2.  Smarketing = alignment
3.  5 steps to integrate Smarketing into your organization
4.  Key takeaways and resources
The Power of Smarketing
WHAT IS SMARKETING
AND WHY IT IS CRITICAL?1
of the terms sales & marketing
use to describe each other
are negative.
87%
CORPORATE EXECUTIVE BOARD SURVEY: HTTP://BIT.LY/WQCZ4B
CORPORATE EXECUTIVE BOARD SURVEY: HTTP://BIT.LY/WQCZ4B
SALES
•  “simple-minded”
•  “incompetent”
•  “lazy”
•  “arts and crafts”
•  “academics”
•  “irrelevant”
MARKETING
SALES + MARKETING =
SMARKETING.
Two halves of the same team:
Team Revenue
Companies with strong
sales & marketing
alignment get
20%
2010 STUDY BY THE ABERDEEN GROUP, HTTP://BIT.LY/ZMIJQD
annual revenue growth.
SMARKETING
EQUALS ALIGNMENT.2
Get on the
same team.
Align both sales and
marketing around the same
goals and personas.
•  Having the same or related goals
•  (e.g. Marketing Pipeline = Sales Quota)
•  Visibility into each other’s goals and progress
•  Compensation based on each other’s goals
ALIGNMENT AROUND GOALS
ALIGNMENT AROUND GOALS
Helps you achieve those goals.
Enterprise
Marketing
Enterprise
Sales
•  Communicate persona details across the company
•  Educate each other about new persona details
•  Specialize teams around particular personas
ALIGNMENT AROUND PERSONAS
Non-Profit
Marketing
Non-Profit
Sales
ALIGNMENT AROUND PERSONAS
helps you solve for those personas
FIVE STEPS TO INTEGRATE
SMARKETING INTO
YOUR ORGANIZATION.3
5 STEPS TO INTEGRATE SMARKETING
1  Speak the same language
2  Set up closed-loop reporting
3  Implement a Service Level Agreement
4  Maintain open communication
5  Rely on data
5 STEPS TO INTEGRATE SMARKETING
1  Speak the same language
2  Set up closed-loop reporting
3  Implement a Service Level Agreement
4  Maintain open communication
5  Rely on data
It all comes down to revenue.
How many marketers have
signed up for a number?
Sales is incredibly
numbers-driven.
Part of getting on the same team is taking
on a number with them.
1  Start with your shared goal: REVENUE.
2  Revenue Goal: $10,000
3  Avg. Deal Size: $1,000
- Current Revenue / Current Customers
4  Customers Needed: 10
- Revenue Goal / Avg. Deal Size
5  Avg. Lead to Customer %: 2%
- Current Customers / Current Leads
6  Leads Needed: 500
- Customers Needed / Avg. Lead to Customer
Work backwards
from sales.
Awareness
Consideration
Decision
Map the buyer’s journey to the lifecycle stages in the funnel.
Only
45%of businesses
have established a
company-wide definition
of a sales-ready lead.
2009 SURVEY BY MARKETINGSHERPA, HTTP://BIT.LY/ZL3SF0
SALES“Marketing leads are terrible quality.” “Sales doesn’t work our leads.”
MARKETING
What is a
sales-ready lead?
FIT
INTEREST
A great fit lead with high level
of interest.
What is a
sales-ready lead?
FIT
INTEREST
Avoid
A great fit lead with high level
of interest.
What is a
sales-ready lead?
FIT
INTEREST
Stimulate
Interest
Avoid
A great fit lead with high level
of interest.
What is a
sales-ready lead?
FIT
INTEREST
Stimulate
Interest
Avoid
Take
Orders
A great fit lead with high level
of interest.
What is a
sales-ready lead?
FIT
INTEREST
Stimulate
Interest
Follow-up
Quickly
Avoid
Take
Orders
A great fit lead with high level
of interest.
What is a
sales-ready lead?
FIT
INTEREST
Stimulate
Interest
Follow-up
Quickly
Avoid
Take
Orders
A great fit lead with high level
of interest.
EXAMPLES OF SALES-READY LEADS
•  Contact who downloaded an ebook on lead gen, company
is 200-1,000 employees and in North America.
•  A contact at a company in the US who filled out the form to
request a sales demo or started a trial.
•  A contact at a company whose role makes him/her a
decision maker, e.g. a VP or Director.
Define the
handoff process
Owned
by
Marketing
Owned
by Sales
Define your
buyer persona
•  Stages of the sales & marketing funnel
•  What is a sales-ready lead
•  The handoff process from Marketing to Sales
•  Buyer personas
WHAT HAVE YOU DEFINED?
5 STEPS TO INTEGRATE SMARKETING
1  Speak the same language
2  Set up closed-loop reporting
3  Implement a Service Level Agreement
4  Maintain open communication
5  Rely on data
Do you send leads to Sales and never hear if they were good?
Do you send leads to Sales with the basic contact information
without intelligence about what content those leads consumed?
Are you unsure of the impact your marketing efforts have
on revenue?
ARE YOU MISSING CLOSED-LOOP REPORTING?
Do you end up creating and trying to manage duplicate leads?
Closed-Loop Reporting
completes the feedback loop between
Marketing and Sales.
SALESMARKETING
CLOSED-LOOP REPORTING
ALLOWS YOU TO
pass more intel to and get feedback from Sales.
•  Benefits for Marketing
•  Get up to date contact info and status updates
•  Learn which marketing programs are working and which aren’t
•  Increase Marketing ROI
•  Benefits for Sales
•  De-duplicate leads
•  Help prioritize leads
•  Help make warmer calls
•  Increase close rate and Sales ROI
The Power of Smarketing
CUSTOMERS BY MARKETING SOURCE
Measure how each marketing effort performs through the funnel over time:
visits, leads, customers, as well as funnel conversion rates from stage to stage.
CONVERSION ASSISTS
Analyze which content assists in closing customers, and surface that on your
website and nurturing.
CLOSED-LOOP LEAD INTELLIGENCE
Follow the interactions and conversion path of a particular contact, from the
content they download, the emails they click, and other changes.
CLOSED LOOP CRM INTEGRATION
Share interaction highlights with your sales team, make it easy for them to
leverage lead intelligence, and get data on if leads convert to customers.
CLOSED-LOOP LEAD ALERTS
Send automatic updates to your sales team when their leads revisit the website
or take other key actions, to make sure to follow up at the best time.
paula@company.com
5 STEPS TO INTEGRATE SMARKETING
1  Speak the same language
2  Set up closed-loop reporting
3  Implement a Service Level Agreement
4  Maintain open communication
5  Rely on data
DEFINITION OF A
SERVICE LEVEL AGREEMENT
A Sales-Marketing SLA defines what each team commits to accomplishing in
order to support the other.
An SLA crystalizes
the alignment around goals.
MARKETING à SALES
Number and quality of leads required
to hit company revenue goals.
Speed and depth of lead follow-up
that makes economic sense.
SALES à MARKETING
SLAs GO BOTH WAYS.
CALCULATING THE SLA
How many leads of a certain quality does a sales rep
need to make quota?
•  Quota (revenue) / avg. revenue per customer = # customers needed
•  Customers / avg. lead to customer close % = # leads needed
•  May vary by type (quality) of lead
MARKETING à SALES
How many call/email attempts to engage should a
sales rep make to every lead to not waste leads?
With X leads and Y hours/month, how many follow-up attempts should a
sales rep be able to complete per lead?
SALES à MARKETING
CALCULATING THE SLA
•  Marketing will deliver 100 leads per sales representative, per month.
•  Sales will make 1 attempt to engage in 4 business hours, with 5 attempts in 14
days.
EXAMPLE SLAs
TRACK SLA PROGRESS DAILY
5 STEPS TO INTEGRATE SMARKETING
1  Speak the same language
2  Set up closed-loop reporting
3  Implement a Service Level Agreement
4  Maintain open communication
5  Rely on data
WEEKLY
SMARKETING
MEETING
Your entire Sales and Marketing
teams attend to get on the same
page about: team successes,
product info, persona education,
SLA waterfalls.
MONTHLY
MANAGEMENT
MEETING
Key managers attend to
discuss topics in depth and
resolve issues.
CAMPAIGN
COMMUNICATION
Market your campaigns to your
sales team – share the
info they need in order to
be successful.
PRODUCT
COMMUNICATION
Share updates about products
and services – arm the sales
team with the details and why
customers/prospects will care.
Communication isn’t just
meetings.
Communication isn’t just
bullet points.
5 STEPS TO INTEGRATE SMARKETING
1  Speak the same language
2  Set up closed-loop reporting
3  Implement a Service Level Agreement
4  Maintain open communication
5  Rely on data
Frequent Public Transparent
USE DASHBOARDS
Create and share a common dashboard with the reports aligned with the teams’
goals. Check the dashboard daily and encourage individuals to fix problems.
MARKETING DASHBOARDS
Measure and communicate progress towards primary goals as agreed
upon in the SLA.
MARKETING DASHBOARDS
Measure volume of leads or volume of quality leads against the monthly goal,
and check daily to adjust.
TRACK LEADS BY SOURCE
Set goals per source and measure progress for each of your efforts.
TRACK LEADS BY CAMPAIGN
Analyze the results for each campaign – which efforts successfully drive traffic,
leads, and customers.
TRACK THE VOLUME OF MQLs
Measure how many MQLs – and which types – are generated.
MONTHLY MARKETING REPORT
Do a full analysis on a monthly basis to dig into all the important metrics and
evaluate why Marketing did or did not hit targets. Share it across the company.
SALES BY DAY DASHBOARD
Measure progress towards the sales goal and compare against previous month.
SALES ACTIVITY REPORTS
Track how many and how deeply leads are worked by the sales team.
What to do
when things
go wrong. ?
Rely on data,
not emotions.
Separate reality from perception.
What did you do the last time
something went wrong?
Remember, you’re in the same boat.
Use data to figure out what’s wrong and how to fix it.
KEY TAKEAWAYS
AND RESOURCES.4
SMARKETING.
alignment between sales and
marketing around goals
and personas.
KEY TAKEAWAYS
5 STEPS TO INTEGRATE SMARKETING
1  Speak the Same Language
2  Set Up Closed-Loop Reporting
3  Implement a Service Level Agreement
4  Maintain Open Communication
5  Rely on Data
KEY TAKEAWAYS
1  How to calculate an SLA [blog post]
2  Sales & marketing metrics [blog post]
3  Intro to closed-loop reporting [eBook]
4  Calculate smarketing SLA goals [downloadable template]
5  Plan annual goals [downloadable template]
RESOURCES

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The Power of Smarketing

  • 1. THE POWER OF SMARKETING. Inbound Certification Class #9
  • 3. AGENDA 1.  What is Smarketing and why it is critical 2.  Smarketing = alignment 3.  5 steps to integrate Smarketing into your organization 4.  Key takeaways and resources
  • 5. WHAT IS SMARKETING AND WHY IT IS CRITICAL?1
  • 6. of the terms sales & marketing use to describe each other are negative. 87% CORPORATE EXECUTIVE BOARD SURVEY: HTTP://BIT.LY/WQCZ4B
  • 7. CORPORATE EXECUTIVE BOARD SURVEY: HTTP://BIT.LY/WQCZ4B SALES •  “simple-minded” •  “incompetent” •  “lazy” •  “arts and crafts” •  “academics” •  “irrelevant” MARKETING
  • 8. SALES + MARKETING = SMARKETING.
  • 9. Two halves of the same team: Team Revenue
  • 10. Companies with strong sales & marketing alignment get 20% 2010 STUDY BY THE ABERDEEN GROUP, HTTP://BIT.LY/ZMIJQD annual revenue growth.
  • 12. Get on the same team. Align both sales and marketing around the same goals and personas.
  • 13. •  Having the same or related goals •  (e.g. Marketing Pipeline = Sales Quota) •  Visibility into each other’s goals and progress •  Compensation based on each other’s goals ALIGNMENT AROUND GOALS
  • 14. ALIGNMENT AROUND GOALS Helps you achieve those goals. Enterprise Marketing Enterprise Sales
  • 15. •  Communicate persona details across the company •  Educate each other about new persona details •  Specialize teams around particular personas ALIGNMENT AROUND PERSONAS
  • 17. FIVE STEPS TO INTEGRATE SMARKETING INTO YOUR ORGANIZATION.3
  • 18. 5 STEPS TO INTEGRATE SMARKETING 1  Speak the same language 2  Set up closed-loop reporting 3  Implement a Service Level Agreement 4  Maintain open communication 5  Rely on data
  • 19. 5 STEPS TO INTEGRATE SMARKETING 1  Speak the same language 2  Set up closed-loop reporting 3  Implement a Service Level Agreement 4  Maintain open communication 5  Rely on data
  • 20. It all comes down to revenue.
  • 21. How many marketers have signed up for a number?
  • 22. Sales is incredibly numbers-driven. Part of getting on the same team is taking on a number with them.
  • 23. 1  Start with your shared goal: REVENUE. 2  Revenue Goal: $10,000 3  Avg. Deal Size: $1,000 - Current Revenue / Current Customers 4  Customers Needed: 10 - Revenue Goal / Avg. Deal Size 5  Avg. Lead to Customer %: 2% - Current Customers / Current Leads 6  Leads Needed: 500 - Customers Needed / Avg. Lead to Customer Work backwards from sales.
  • 24. Awareness Consideration Decision Map the buyer’s journey to the lifecycle stages in the funnel.
  • 25. Only 45%of businesses have established a company-wide definition of a sales-ready lead. 2009 SURVEY BY MARKETINGSHERPA, HTTP://BIT.LY/ZL3SF0
  • 26. SALES“Marketing leads are terrible quality.” “Sales doesn’t work our leads.” MARKETING
  • 27. What is a sales-ready lead? FIT INTEREST A great fit lead with high level of interest.
  • 28. What is a sales-ready lead? FIT INTEREST Avoid A great fit lead with high level of interest.
  • 29. What is a sales-ready lead? FIT INTEREST Stimulate Interest Avoid A great fit lead with high level of interest.
  • 30. What is a sales-ready lead? FIT INTEREST Stimulate Interest Avoid Take Orders A great fit lead with high level of interest.
  • 31. What is a sales-ready lead? FIT INTEREST Stimulate Interest Follow-up Quickly Avoid Take Orders A great fit lead with high level of interest.
  • 32. What is a sales-ready lead? FIT INTEREST Stimulate Interest Follow-up Quickly Avoid Take Orders A great fit lead with high level of interest.
  • 33. EXAMPLES OF SALES-READY LEADS •  Contact who downloaded an ebook on lead gen, company is 200-1,000 employees and in North America. •  A contact at a company in the US who filled out the form to request a sales demo or started a trial. •  A contact at a company whose role makes him/her a decision maker, e.g. a VP or Director.
  • 36. •  Stages of the sales & marketing funnel •  What is a sales-ready lead •  The handoff process from Marketing to Sales •  Buyer personas WHAT HAVE YOU DEFINED?
  • 37. 5 STEPS TO INTEGRATE SMARKETING 1  Speak the same language 2  Set up closed-loop reporting 3  Implement a Service Level Agreement 4  Maintain open communication 5  Rely on data
  • 38. Do you send leads to Sales and never hear if they were good? Do you send leads to Sales with the basic contact information without intelligence about what content those leads consumed? Are you unsure of the impact your marketing efforts have on revenue? ARE YOU MISSING CLOSED-LOOP REPORTING? Do you end up creating and trying to manage duplicate leads?
  • 39. Closed-Loop Reporting completes the feedback loop between Marketing and Sales. SALESMARKETING
  • 40. CLOSED-LOOP REPORTING ALLOWS YOU TO pass more intel to and get feedback from Sales. •  Benefits for Marketing •  Get up to date contact info and status updates •  Learn which marketing programs are working and which aren’t •  Increase Marketing ROI •  Benefits for Sales •  De-duplicate leads •  Help prioritize leads •  Help make warmer calls •  Increase close rate and Sales ROI
  • 42. CUSTOMERS BY MARKETING SOURCE Measure how each marketing effort performs through the funnel over time: visits, leads, customers, as well as funnel conversion rates from stage to stage.
  • 43. CONVERSION ASSISTS Analyze which content assists in closing customers, and surface that on your website and nurturing.
  • 44. CLOSED-LOOP LEAD INTELLIGENCE Follow the interactions and conversion path of a particular contact, from the content they download, the emails they click, and other changes.
  • 45. CLOSED LOOP CRM INTEGRATION Share interaction highlights with your sales team, make it easy for them to leverage lead intelligence, and get data on if leads convert to customers.
  • 46. CLOSED-LOOP LEAD ALERTS Send automatic updates to your sales team when their leads revisit the website or take other key actions, to make sure to follow up at the best time. paula@company.com
  • 47. 5 STEPS TO INTEGRATE SMARKETING 1  Speak the same language 2  Set up closed-loop reporting 3  Implement a Service Level Agreement 4  Maintain open communication 5  Rely on data
  • 48. DEFINITION OF A SERVICE LEVEL AGREEMENT A Sales-Marketing SLA defines what each team commits to accomplishing in order to support the other.
  • 49. An SLA crystalizes the alignment around goals.
  • 50. MARKETING à SALES Number and quality of leads required to hit company revenue goals. Speed and depth of lead follow-up that makes economic sense. SALES à MARKETING SLAs GO BOTH WAYS.
  • 51. CALCULATING THE SLA How many leads of a certain quality does a sales rep need to make quota? •  Quota (revenue) / avg. revenue per customer = # customers needed •  Customers / avg. lead to customer close % = # leads needed •  May vary by type (quality) of lead MARKETING à SALES
  • 52. How many call/email attempts to engage should a sales rep make to every lead to not waste leads? With X leads and Y hours/month, how many follow-up attempts should a sales rep be able to complete per lead? SALES à MARKETING CALCULATING THE SLA
  • 53. •  Marketing will deliver 100 leads per sales representative, per month. •  Sales will make 1 attempt to engage in 4 business hours, with 5 attempts in 14 days. EXAMPLE SLAs
  • 55. 5 STEPS TO INTEGRATE SMARKETING 1  Speak the same language 2  Set up closed-loop reporting 3  Implement a Service Level Agreement 4  Maintain open communication 5  Rely on data
  • 56. WEEKLY SMARKETING MEETING Your entire Sales and Marketing teams attend to get on the same page about: team successes, product info, persona education, SLA waterfalls.
  • 57. MONTHLY MANAGEMENT MEETING Key managers attend to discuss topics in depth and resolve issues.
  • 58. CAMPAIGN COMMUNICATION Market your campaigns to your sales team – share the info they need in order to be successful.
  • 59. PRODUCT COMMUNICATION Share updates about products and services – arm the sales team with the details and why customers/prospects will care.
  • 62. 5 STEPS TO INTEGRATE SMARKETING 1  Speak the same language 2  Set up closed-loop reporting 3  Implement a Service Level Agreement 4  Maintain open communication 5  Rely on data
  • 63. Frequent Public Transparent USE DASHBOARDS Create and share a common dashboard with the reports aligned with the teams’ goals. Check the dashboard daily and encourage individuals to fix problems.
  • 64. MARKETING DASHBOARDS Measure and communicate progress towards primary goals as agreed upon in the SLA.
  • 65. MARKETING DASHBOARDS Measure volume of leads or volume of quality leads against the monthly goal, and check daily to adjust.
  • 66. TRACK LEADS BY SOURCE Set goals per source and measure progress for each of your efforts.
  • 67. TRACK LEADS BY CAMPAIGN Analyze the results for each campaign – which efforts successfully drive traffic, leads, and customers.
  • 68. TRACK THE VOLUME OF MQLs Measure how many MQLs – and which types – are generated.
  • 69. MONTHLY MARKETING REPORT Do a full analysis on a monthly basis to dig into all the important metrics and evaluate why Marketing did or did not hit targets. Share it across the company.
  • 70. SALES BY DAY DASHBOARD Measure progress towards the sales goal and compare against previous month.
  • 71. SALES ACTIVITY REPORTS Track how many and how deeply leads are worked by the sales team.
  • 72. What to do when things go wrong. ?
  • 73. Rely on data, not emotions. Separate reality from perception.
  • 74. What did you do the last time something went wrong?
  • 75. Remember, you’re in the same boat. Use data to figure out what’s wrong and how to fix it.
  • 77. SMARKETING. alignment between sales and marketing around goals and personas. KEY TAKEAWAYS
  • 78. 5 STEPS TO INTEGRATE SMARKETING 1  Speak the Same Language 2  Set Up Closed-Loop Reporting 3  Implement a Service Level Agreement 4  Maintain Open Communication 5  Rely on Data KEY TAKEAWAYS
  • 79. 1  How to calculate an SLA [blog post] 2  Sales & marketing metrics [blog post] 3  Intro to closed-loop reporting [eBook] 4  Calculate smarketing SLA goals [downloadable template] 5  Plan annual goals [downloadable template] RESOURCES

Hinweis der Redaktion

  1. Twitterhashtag
  2. Two halves of the same team – like offense and defenseGrowth/revenue side of the businessVs. Product or Services – developing and delivering what people are paying forSales & marketing brings in new customersMarketing – attracts interested prospects, nurtures themSales – communicates 1:1, determines needs and sells at the right time
  3. By contrast, companies with poor alignment saw revenues decline by 4%. Read more: http://blog.hubspot.com/blog/tabid/6307/bid/33712/The-Reports-You-Need-to-Keep-Sales-Marketing-Accountable.aspx#ixzz2CPdzZgPD
  4. Both teams want the company to grow, and both teams are responsible for that growth.Alignment around goals =Having the same goalsVisibility into each other’s goals and communicationHaving goals related to each other – marketing MRR pipeline // sales quotaBeing tied to each other’s goals – bonus, for exampleEXAMPLE: compensation based on each other’s goals -> solve for the right thing, hyper-aware of progress towards goals, celebrate together
  5. EXAMPLE: compensation based on each other’s goals -> solve for the right thing, hyper-aware of progress towards goals, celebrate togetherMarketing + Sales = money and party!
  6. Personas:Semi-fictional representations of your ideal customer based on real data and some select educated speculation about customer demographics, behavior patterns, motivations, and goals.Who you market to – who you sell toAlignment around personas includes:Communicating persona details across the company, to all departments, to inform what everyone doesEducating each other (marketing to sales, sales feedback to marketing)Specialization around particular personas – marketers vs. non-profits vs. agenciesEXAMPLE: weekly persona meeting (like a mini company meeting) to talk about customer success, persona learnings, current challenges, solve for this mini business
  7. EXAMPLE: weekly persona meeting (like a mini company meeting) to talk about customer success, persona learnings, current challenges, solve for this mini businessMarketing + Sales = understanding and positioning to solve customer problems
  8. photo credit: <a href="http://www.flickr.com/photos/epsos/8474532085/">epSos.de</a> via <a href="http://photopin.com">photopin</a> <a href="http://creativecommons.org/licenses/by/2.0/">cc</a>
  9. Number = number over your head that you have to hit
  10. photo credit: <a href="http://www.flickr.com/photos/thomashawk/3099354594/">Thomas Hawk</a> via <a href="http://photopin.com">photopin</a> <a href="http://creativecommons.org/licenses/by-nc/2.0/">cc</a>
  11. Buyers journey – from the buyer’s perspectiveLifecycle stages – from the company’s perspective
  12. Also about how leads flow in different directions
  13. What to defineWhy it’s important for marketingWhy it’s important for sales
  14. Improve MarketingIncrease lead qualityLearn which marketing programs are working and which aren’tIncrease marketing ROIImprove SalesHelp sales prioritize leadsHelp sales make warmer callsIncrease sales close rateIncrease sales ROIClosed loop marketing = passing more data to sales, and getting feedback from sales on how marketing’s efforts are translating into customers
  15. Improve Marketing – contact info and status updates, closed loop data to analyzeIncrease lead qualityLearn which marketing programs are working and which aren’tIncrease marketing ROIImprove Sales – dedup leads, import to crm, lead intelHelp sales prioritize leadsHelp sales make warmer callsIncrease sales close rateIncrease sales ROIClosed loop marketing = passing more data to sales, and getting feedback from sales on how marketing’s efforts are translating into customers
  16. What is even happening on this slide? -KG
  17. https://app.hubspot.com/reports/53/sources/#/summary?end=02/26/11&frequency=weekly&metric=customers&range=custom&start=01/02/11&summary=true&showConversionRate=falseHow each source performs through the funnel – visits, leads, customersConversion rates by sourceChanges over time
  18. https://app.hubspot.com/reports/53/conversion-assists/#range=custom&start=01/02/11&end=02/26/11&dataType=customersAll the content that contributes to customers closingWhich content to surface
  19. Follow the interactions of a particular contactForms, pages, emails, contact updates
  20. Highlights for salesIntegrate with your crm – make it easy for the sales team to use lead intelligenceIntegrate with your crm – get data back on customer #s
  21. Updates about when leads come back to your website, what they downloadFollow up with the people at the right time
  22. Whether you’re a 1 person team that owns sales and marketing or a 10,000 person company – the SLA formalizes the goals of each team that help the company reach its revenue goal
  23. How many leads of a certain quality does a sales rep need to make quota?How many leads does a sales rep need to be busy 100% of the time?
  24. Will sales do any prospecting?What % of sales opportunities will marketing originate?What % of sales opportunities will marketing influence?
  25. Feel free to redefine this over time
  26. Goal: Get / stay on same pageEveryone attendsPoint person from each team runs meetingSize of meeting determines formatTalk about the evolution of the format at HubSpot – small means can ask questions and have discussion, big means turn it into a performanceWhat to present:Smarketing winsNew product featuresPersona education (both ways!)Lead flow and sales waterfallFinal thought
  27. Key managers attendLots of discussionDive deeper into more contentious issuesResolve disputesEncourage manager to manager communication and dispute resolutionUse data to drive discussion and issue resolution
  28. Treat sales team like an audience for your marketing – you need to market to themUnderstand the persona (time pressured, how does this help me today…)Give them the right content (limited emails, bullet points, good soundbites)
  29. Updates on products and services the sales team needs to knowArm them with details around updates and why customers will careBonus - Send these with a real email tool to track opens and clicks, overall and by rep
  30. A team that sits together, wins together.Constant feedback from reps, hearing them on the phone, answering questionsConstant communication with head of sales and head of marketing
  31. Tell stories – sales rep success, customer success
  32. Ensure everyone in Sales and Marketing analyzes the same common reports & dashboards that are aligned to the same goals.Use dashboards to get individuals and teams to fix problems without management intervention.Create a shared dashboardMake the dashboard accessibleLook at short-term and long-termCheck the dashboard daily
  33. http://blog.hubspot.com/blog/tabid/6307/bid/14222/The-One-Graph-Marketers-Should-Update-Daily-The-Leads-Waterfall.aspx
  34. http://blog.hubspot.com/blog/tabid/6307/bid/14222/The-One-Graph-Marketers-Should-Update-Daily-The-Leads-Waterfall.aspx
  35. Goals for each source
  36. https://app.hubspot.com/content/53/details/8371514?#/performance11/25/2012 – 1/12/2013
  37. Large & detailed reports posted on the wikiTransparent / public – adds social pressureSunlight is best disinfectantEncourage teams to think like executives
  38. Compared to goal, compared to last month (hockey stick!)
  39. Leads worked, opportunities created, how deeply leads are workedBy day / week / month / quarter
  40. Can’t argue with dataExample of sales rep lead quality survey – great when they hit goal, awful when they don’t
  41. Last time you didn’t hit a goalHow did you reactHow did you resolve
  42. http://blog.hubspot.com/blog/tabid/6307/bid/33659/12-Critical-Marketing-and-Sales-Metrics-You-BETTER-Be-Tracking.aspx
  43. Thank you