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Is Your Marketing
Good Enough
to Automate?
November 2013
Pete Jakob
@curdridge
www.purplesalix.com

Purple Salix
Marketing Science, Marketing Transformation, Business Impact
Purple Salix

Poll 1
07/11/2013

2
Purple Salix

07/11/2013

3
Purple Salix

07/11/2013

4
Purple Salix

07/11/2013

5
Purple Salix

“

Engage in remarkable conversations...

“
07/11/2013

6
Purple Salix

“

Engage in remarkable conversations...
With the right customer communities…

“
07/11/2013

7
Purple Salix

“

Engage in remarkable conversations...
With the right customer communities…
In an inspiring way…

“
07/11/2013

8
Purple Salix

“

Engage in remarkable conversations...
With the right customer communities…
In an inspiring way…
Through the most relevant method…

“
07/11/2013

9
Purple Salix

“

Engage in remarkable conversations...
With the right customer communities…
In an inspiring way…
Through the most relevant method…

07/11/2013

“

Which builds relationships…

10
Purple Salix

“

Engage in remarkable conversations...
With the right customer communities…
In an inspiring way…
Through the most relevant method…

And creates value for both parties.

07/11/2013

“

Which builds relationships…

11
Purple Salix

“

Engage in remarkable conversations...
With the right customer communities…
In an inspiring way…
Through the most relevant method…

And creates value for both parties.

07/11/2013

“

Which builds relationships…

12
Purple Salix

Poll 2
07/11/2013

13
Purple Salix

07/11/2013

14
Purple Salix

 Thinking
 Planning
 Create

compelling content
 Sales Engagement
 Customer Centricity
 Improve your outbound data

07/11/2013

15
Purple Salix

This is

Marketing
Transformation
Not Just

Marketing Automation!

07/11/2013

16
Purple Salix

Communication

Performance
Measurement

CRM Integration

Lead Scoring

Vision

10

1

9

Data Quality

2

8

3
7

4
6

Marketing
Automation

5
Content
Marketing

Sales Alignment

Campaign Design
(inc nurturing)
Purple Salix

07/11/2013

18
Purple Salix

1.
2.
3.
4.
5.

19

Create a clear vision
Agree Clear objectives
Obsess about Data
It’s not (Just) the Tool
Get the right skills

6.

7.
8.
9.
10.

Be Realistic
Control Scope
Crawl, Walk Run
Communicate Constantly
Plan For and Expect
Change
Pete Jakob
Purple Salix Limited
Email: pete@purplesalix.com
Twitter: @curdridge
Tel: +44 7710 820512
Web: www.purplesalix.com

20

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Is your marketing good enough to automate?

Editor's Notes

  1. I,m a B2B Marketer with nearly 30 years experience. Most was at IBM in UK, European and WW roles where I spearheaded several transformational projects around marketing process, data, nurturing and automation. I lead the team that deployed marketing automation in UK – a pilit for what is now claimed to be the largest global deployment of B2B MA on the planet.I’m also an active member of the IDM B2B Council – which is the only government accredited…
  2. If you perform well against all these criteria you’re in a great position to get an outstanding ROI from your marketing automation projectBut if you don’t, the ROI will be delayed or diminished – so be really careful about declaring benefit delivery too earlyIn reality most MA projects I’ve seen struggle to deliver the ROI that was promised, precisely cos of this point.That’s not to say that you shouldn’t go ahead until all your marketing ducks are lined up But you do need to be clear about setting expectations.You can deploy MA software in a few weeks or monthsTransforming your marketing culture so that it exhibits these behaviours will take considerably longer.So we have choices:Fix and transform our processes and approach, or at least the most broken ones, before deploying or deploy the technology and set expectations that this is a transformation project rather than a tools deployment and that the benefits. By using the term Mktg Automation, we tend to set an expectation, particularly with those outside of marketing, that
  3. If you perform well against all these criteria you’re in a great position to get an outstanding ROI from your marketing automation projectBut if you don’t, the ROI will be delayed or diminished – so be really careful about declaring benefit delivery too earlyIn reality most MA projects I’ve seen struggle to deliver the ROI that was promised, precisely cos of this point.That’s not to say that you shouldn’t go ahead until all your marketing ducks are lined up But you do need to be clear about setting expectations.You can deploy MA software in a few weeks or monthsTransforming your marketing culture so that it exhibits these behaviours will take considerably longer.So we have choices:Fix and transform our processes and approach, or at least the most broken ones, before deploying or deploy the technology and set expectations that this is a transformation project rather than a tools deployment and that the benefits. By using the term Mktg Automation, we tend to set an expectation, particularly with those outside of marketing, that
  4. If you perform well against all these criteria you’re in a great position to get an outstanding ROI from your marketing automation projectBut if you don’t, the ROI will be delayed or diminished – so be really careful about declaring benefit delivery too earlyIn reality most MA projects I’ve seen struggle to deliver the ROI that was promised, precisely cos of this point.That’s not to say that you shouldn’t go ahead until all your marketing ducks are lined up But you do need to be clear about setting expectations.You can deploy MA software in a few weeks or monthsTransforming your marketing culture so that it exhibits these behaviours will take considerably longer.So we have choices:Fix and transform our processes and approach, or at least the most broken ones, before deploying or deploy the technology and set expectations that this is a transformation project rather than a tools deployment and that the benefits. By using the term Mktg Automation, we tend to set an expectation, particularly with those outside of marketing, that
  5. If you perform well against all these criteria you’re in a great position to get an outstanding ROI from your marketing automation projectBut if you don’t, the ROI will be delayed or diminished – so be really careful about declaring benefit delivery too earlyIn reality most MA projects I’ve seen struggle to deliver the ROI that was promised, precisely cos of this point.That’s not to say that you shouldn’t go ahead until all your marketing ducks are lined up But you do need to be clear about setting expectations.You can deploy MA software in a few weeks or monthsTransforming your marketing culture so that it exhibits these behaviours will take considerably longer.So we have choices:Fix and transform our processes and approach, or at least the most broken ones, before deploying or deploy the technology and set expectations that this is a transformation project rather than a tools deployment and that the benefits. By using the term Mktg Automation, we tend to set an expectation, particularly with those outside of marketing, that
  6. If you perform well against all these criteria you’re in a great position to get an outstanding ROI from your marketing automation projectBut if you don’t, the ROI will be delayed or diminished – so be really careful about declaring benefit delivery too earlyIn reality most MA projects I’ve seen struggle to deliver the ROI that was promised, precisely cos of this point.That’s not to say that you shouldn’t go ahead until all your marketing ducks are lined up But you do need to be clear about setting expectations.You can deploy MA software in a few weeks or monthsTransforming your marketing culture so that it exhibits these behaviours will take considerably longer.So we have choices:Fix and transform our processes and approach, or at least the most broken ones, before deploying or deploy the technology and set expectations that this is a transformation project rather than a tools deployment and that the benefits. By using the term Mktg Automation, we tend to set an expectation, particularly with those outside of marketing, that
  7. If you perform well against all these criteria you’re in a great position to get an outstanding ROI from your marketing automation projectBut if you don’t, the ROI will be delayed or diminished – so be really careful about declaring benefit delivery too earlyIn reality most MA projects I’ve seen struggle to deliver the ROI that was promised, precisely cos of this point.That’s not to say that you shouldn’t go ahead until all your marketing ducks are lined up But you do need to be clear about setting expectations.You can deploy MA software in a few weeks or monthsTransforming your marketing culture so that it exhibits these behaviours will take considerably longer.So we have choices:Fix and transform our processes and approach, or at least the most broken ones, before deploying or deploy the technology and set expectations that this is a transformation project rather than a tools deployment and that the benefits. By using the term Mktg Automation, we tend to set an expectation, particularly with those outside of marketing, that
  8. If you perform well against all these criteria you’re in a great position to get an outstanding ROI from your marketing automation projectBut if you don’t, the ROI will be delayed or diminished – so be really careful about declaring benefit delivery too earlyIn reality most MA projects I’ve seen struggle to deliver the ROI that was promised, precisely cos of this point.That’s not to say that you shouldn’t go ahead until all your marketing ducks are lined up But you do need to be clear about setting expectations.You can deploy MA software in a few weeks or monthsTransforming your marketing culture so that it exhibits these behaviours will take considerably longer.So we have choices:Fix and transform our processes and approach, or at least the most broken ones, before deploying or deploy the technology and set expectations that this is a transformation project rather than a tools deployment and that the benefits. By using the term Mktg Automation, we tend to set an expectation, particularly with those outside of marketing, that
  9. If you perform well against all these criteria you’re in a great position to get an outstanding ROI from your marketing automation projectBut if you don’t, the ROI will be delayed or diminished – so be really careful about declaring benefit delivery too earlyIn reality most MA projects I’ve seen struggle to deliver the ROI that was promised, precisely cos of this point.That’s not to say that you shouldn’t go ahead until all your marketing ducks are lined up But you do need to be clear about setting expectations.You can deploy MA software in a few weeks or monthsTransforming your marketing culture so that it exhibits these behaviours will take considerably longer.So we have choices:Fix and transform our processes and approach, or at least the most broken ones, before deploying or deploy the technology and set expectations that this is a transformation project rather than a tools deployment and that the benefits. By using the term Mktg Automation, we tend to set an expectation, particularly with those outside of marketing, that