Strategies to close the loop between marketing and sales for measurement and effective planning. This presentation was delivered at the Inbound Marketing Summit, September 8, 2008.

1. Closing the Loop Between Marketing and Sales September 8, 2008

8. Relationship Pillar Set up manage financial systems & budgets Develop sales model, recruit, manage, measure Identify target markets, set promotion strategy Align with company vision/strategy Finance/IT Sales Marketing Exec. Mgmt.

12. Measurement Strategies Track company name searches in web analytics Track company name mentions in media Invitations to write, speak, interview, etc. Sales staff feedback Increased awareness Brand CRM Integration Media coverage increases Employment applications increase Speaking opportunities increase Bounce rates Market share grows Cost per lead Industry thought leaders write about you Pages visited Competitive threats weaken Downloads Increased size of groups, followers, RSS subscribers, etc. Unique/Repeat Visitors Sales cycles shorten Live chat session requests “ you’re everywhere” factor Keywords Revenue increases Forms filled requesting info Viral growth of content Referring sites Sales Leads Buzz Traffic

13. Measurement Strategies High level of automated tools Reasonable level of automated tools with some manual tracking 100% Manual & Subjective Real time synchronization of marketing data with CRM system Call tracking: toll free and local phone numbers tied to keywords & landing pages Apply known conversion rates and stakeholder agreed assumptions Track campaign results all the way to closure Measure sales per keyword, referral source, tie to marketing events, etc. Vendor fees, click fees, free tools Score and profile leads, screen before passing to sales CRM tracking to Salesforce.com Calculate Social Media costs Manage multi-channel campaigns Search Marketing analytics Calculate SEO/SEM costs Eloqua Hubspot Manual $1,000 $100 $1

15. Case Studies: Sales follow up Track page views Lead Lander Prioritize keywords Track keywords Google Analytics Maximize frequency Increased traffic Press Releases More content Increased traffic SEO Actions Results Marketing

16. Case Studies: Based on industry topics w/success history TBD Webcasts Reinvest in select keywords Track source of leads & keywords Hubspot Maintain budget Qualified leads Capterra Industry specific content Increased traffic SEO Actions Results Marketing

17. Case Studies: Exact tracking of lead PURL Lead Capture Re-allocated marketing more to one product 137 leads, $223 cost/lead, 25% higher than planned, 20 sales Direct Mail Actions Results Marketing

18. Case Studies: Email Marketing Direct Mail Affiliates Recognize brand improvement Track keywords Google Analytics Tradeshows More content, link building SEO Increased traffic: one recent sale (accelerated) SEO & PPC Actions Results Marketing

19. Case Studies: Maintain, seek to measure better Perceived to drive website traffic Print Advertising Seek to allocate budget based on better metrics Aim to increase tracking Hubspot (new) Maintain select shows Qualified sales leads Tradeshows More content, link building, PPC Increased traffic/leads SEO & PPC Actions Results Marketing

20. Case Studies: Direct Mail Print/Banner Advertising Email Marketing Tradeshows More content, link building, PPC Seek to tie metrics together better Seek to allocate budget based on better metrics Increased traffic/leads Robust sales pipeline Alignment w/CEO, VP Sales, CFO SEO & PPC Actions Results Marketing

22. Case Studies: Telemarketing Lead Lander Print Advertising Direct Mail More content, link building Maintain print advert. Re-allocate budget based on lead metrics Increased traffic/leads Better able to measure source of leads SEO & PPC Actions Results Marketing

23. Case Studies:

24. Case Studies:

25. Case Studies: Eloqua Tradeshows Other Tactics… More campaign planning w/alignment Improved sales execution Standardized marketing processes Doubled # marketing campaigns Reduced campaign execution time 50% Webinars Actions Results Marketing

27. Which Marketing V.P. is Closing the Loop?

28. Bernie Borges Contact Details [email_address] Email http:// www.findandconvert.com /blog/ Blog http:// profile.to/bernieborges / Facebook http:// twitter.com/berniebay Twitter http:// www.linkedin.com/in/bernieborges LinkedIn To Continue Conversations…