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WELCOME TO
ABM Maturity Curve:
Good to Great Marketing
SANGRAM VAJRE
FlipMyFunnel Founder & Chief Evangelist/Co-
Founder at Terminus
What is greatness?
©2019 Terminus Software, Inc.
Greatness is not a function of circumstance.
Greatness, it turns out, is largely a matter of
conscious choice.
– Jim Collins
“
GREATNESS
Good Parenting
Great Parenting
Average Parenting
Parent Maturity CurveGOOD TO
GREAT
PARENTING
@sangramvajre
Disclaimer: Results may vary
Good Parenting Great ParentingAverage Parenting
Parent
Maturity Curve
▶︎ Watch TV
Feed
Play
Watch Finding Nemo Watch the entire
Rocky series
GOOD TO
GREAT
PARENTING
@sangramvajre
Good Parenting Great ParentingAverage Parenting
Watch TV
▶︎ Feed
Play
Feed Healthy Snacks Feed EPIC proportions
of pancakes!
GOOD TO
GREAT
PARENTING
@sangramvajre
Parent
Maturity Curve
Good Parenting Great ParentingAverage Parenting
Watch TV
Feed
▶︎ Play
Play XBOX games Go flying
GOOD TO
GREAT
PARENTING
@sangramvajre
Parent
Maturity Curve
Good Parenting
Great Parenting
Average Parenting
Watch TV
Feed
Play
Watch kids movies
Feed Healthy Snacks
Play XBOX
Watch all the Rocky movies
Feed EPIC proportions of pancakes
Go flying
GOOD TO
GREAT
PARENTING
@sangramvajre
Parent
Maturity Curve
SON TO FATHER:
IMMUTABLE LAW
You have a choice.
If you focus on what matters to you,
it gets better.
@sangramvajre
©2019 Terminus Software, Inc.
Account-centric strategy applies
across your entire customer journey.
- Sangram Vajre
“
ABM is B2B.
Book
#2
The TEAM Framework
Simple, Powerful, Connected Capabilities that Drive Account-Based Success
TARGET ENGAGE
ACTIVATEMEASURE
Get earlier, deeper penetration into target
buying centers with best-in-class account-
based advertising & multi-channel
program management
TEAM
Combine & connect all your data in one
place to easily create and manage target
account lists
Help sales open more ops, faster, by giving
them realtime prompts to reach out when
accounts are most engaged
Super-simple reporting so you know how your
account-based programs are driving revenue
Drive authentic long-
term relationships
with companies that
will love you
@sangramvajre
Good Marketing
Great
Marketing
Average Marketing
GOOD TO
GREAT
MARKETING
TARGET
ENGAGE
ACTIVATE
MEASURE
B2B Maturity Curve
@sangramvajre
©2019 Terminus Software, Inc.
Bad decisions made with good intentions, are
still bad decisions.
– Jim Collins“
TARGET
When you identify the right
customer, your focus
gets better.
It’s not that I want unicorns.
It’s just that you don’t even know
my name.
CUSTOMER TO MARKETER:
IMMUTABLE LAW
@sangramvajre
Where you might
be
Where you are goingWhere you’ve been
Dynamic: “Always On”Static: “Top 100 accounts”DisconnectedTARGET
~7X
Opportunity
Creation
50%
Higher
pipeline
10%
Sales Cycle
Reduction
25,000
leads at Masergy
5x more
engagement from
targeted accounts
70% to 90%
NPS score
skyrocketed with
upserving
ENGAGE
ACTIVATE
MEASURE
GOOD TO
GREAT
MARKETING
@sangramvajre
©2019 Terminus Software, Inc.
Mediocrity results first and foremost from
management failure, not technological failure.
– Jim Collins“
ENGAGE
How we engage, is what
gets better.
It’s not that I have an
attention span of a goldfish.
It’s just that your
content sucks.
CUSTOMER TO MARKETER:
IMMUTABLE LAW
@sangramvajre
Where you might
be
Where you are goingWhere you’ve been
Experiential
Tools: Went from 22 to 6
tools to do B2B at scale.
Cost of customer
acquisition: A 60% drop
Quality
Traffic: Website traffic is
down by 15% but now 70% is
from the “right” target
accounts.
Tools: 22 technologies
Quantity
Traffic: “All” traffic is
equal.
- Events
- Website
- Webinars
- Emails
70% of the traffic from non-
target accounts.
TARGET
ENGAGE
ACTIVATE
MEASURE
GOOD TO
GREAT
MARKETING
@sangramvajre
©2019 Terminus Software, Inc.
Great vision without great people is irrelevant.
– Jim Collins
“
ACTIVATE
When you engage customers on
their terms and alert sales, your
relationship with sales
gets better.
It’s not that our newsletter is bad.
It’s just that it has nothing to do
with our customer needs.
SALES TO MARKETER:
IMMUTABLE LAW
@sangramvajre
Where you might
be
Where you are goingWhere you’ve been
Prioritized
Win rate: 95% win-rate
from target account strategy
Sales a customer:
2X annually survey for
satisfaction.
Proactive
Accounts: 250
Team Structure: 4 FTE’s
dedicated to ABM
ReactiveTARGET
ENGAGE
ACTIVATE
MEASURE
GOOD TO
GREAT
MARKETING
YOU’VE GOT
MAIL
@sangramvajre
©2019 Terminus Software, Inc.
You can accomplish anything in life, provided
that you do not mind who gets the credit.
– Jim Collins“
MEASURE
What you measure, is what
gets better.
It’s not that I don’t care about
your vanity metrics.
It just that they don’t focus on
business outcomes.
CEO TO MARKETER:
IMMUTABLE LAW
@sangramvajre
Where you might
be
Where you are goingWhere you’ve been
One Scorecard
“Now Marketing can
forecast how many
reps are needed in
which territory and can
also predict win-rate
with engagement
insights.”
–Daniel Day
Double Funnel
B2B at scale: Over 500
concurrent ABM 1:1
campaigns
Metrics: Time on site,
Velocity, Penetration
Funnel
Measure everything:
Inbound / Outbound
TARGET
ENGAGE
ACTIVATE
MEASURE
GOOD TO
GREAT
MARKETING
@sangramvajre
Good Marketing
= Efficient Growth
in Isolation
Great Marketing
= Efficient Growth
at Scale
Average Marketing
= Inefficient Growth
B2B Maturity Curve
T - Disconnected
E - Quantity
A - Reactive
M - Funnel
TARGET
ENGAGE
ACTIVATE
MEASURE
T - Static
E - Quality
A - Proactive
M - Double Funnel
T - Dynamic
E - Experiential
A - Prioritized
M - One Scorecard
GOOD TO
GREAT
MARKETING
@sangramvajre
Good
Great
Average
MARKETING
GOOD TO GREAT PARENTING
Marketing and Sales
Aligned
Mom and Dad
Aligned
Marketing and Sales
as OneTeam
Mom and Dad
as OneTeam
Many Activities Many Tools
Few Activities Few Tools
@sangramvajre
So, what matters to you?
Good is the enemy of Great.
– Jim Collins
“
to the Daily
#FlipMyFunnel Podcast
LISTEN WATCH
first-ever
ABM course
My cell: 404 944 8665
THANK YOU!
@sangramvajre
WELCOME TO
Target Best Fit Accounts
RYAN VITELLO
Sales Development Manager at Terminus
FlipMyFunnel Roadshow 2019
INTRODUCTION
Ryan Vitello
SDR Manager
Targeting Best Fit Accounts | @RyanVitello | FlipMyFunnel
FlipMyFunnel Roadshow 2019
FORMULA FOR
ACCOUNT BUILDING
Targeting Best Fit Accounts | @RyanVitello | FlipMyFunnel
FlipMyFunnel Roadshow 2019
THE FORMULA FOR DATA-DRIVEN ABM SUCCESS
Targeting Best Fit Accounts | @RyanVitello | FlipMyFunnel
FlipMyFunnel Roadshow 2019
ATTRIBUTES OF FIT
Targeting Best Fit Accounts | @RyanVitello | FlipMyFunnel
Funding
Relationshi
ps
Technogra
phic
Company Size
Revenue Industry
Geography
FlipMyFunnel Roadshow 2019
CAPITALIZE ON INTENT SIGNALS
Targeting Best Fit Accounts | @RyanVitello | FlipMyFunnel
60% of B2B
purchasing journey
done before a form is
filled out
More complexity. More anonymity. More competition.
FlipMyFunnel Roadshow 2019
ENGAGEMENT
Targeting Best Fit Accounts | @RyanVitello | FlipMyFunnel
Using data to identify which of our accounts are engaging
● Website
● Content
● Ads
● Events
FlipMyFunnel Roadshow 2019
TARGET ACCOUNT SELECTION
Targeting Best Fit Accounts | @RyanVitello | FlipMyFunnel
FlipMyFunnel Roadshow 2019
IDENTIFYING KEY
PERSONAS WITHIN
ACCOUNT
Targeting Best Fit Accounts | @RyanVitello | FlipMyFunnel
FlipMyFunnel Roadshow 2019
WHO’S ON THE BUYING COMMITTEE?
Targeting Best Fit Accounts | @RyanVitello | FlipMyFunnel
“The number of people involved in B2B solutions
purchases has climbed from an average of 5.4 two
years ago to 6.8 today.”
-
Forbes, 2018
FlipMyFunnel Roadshow 2019
WHO’S ON THE BUYING COMMITTEE?
Targeting Best Fit Accounts | @RyanVitello | FlipMyFunnel
Steph
POC
Derek
Executive
Sponsor
Madison
End-User
Clare
End-User
Torrey
Influencer
Baillie
Influencer
Ben
Finance
Alex
Sales
Brad
Operations
FlipMyFunnel Roadshow 2019 Targeting Best Fit Accounts | @RyanVitello | FlipMyFunnel
FlipMyFunnel Roadshow 2019
NOW OPERATIONALIZE!
Targeting Best Fit Accounts | @RyanVitello | FlipMyFunnel
1 2 3 4
Questions?
THANK YOU!
@RyanVitello
WELCOME TO
Creating a Highly
Personalized Outreach
FRANCESCA VEREB
Sr. Director of Product Marketing at Cvent
Creating Highly
Personalized Outreach
Francesca Vereb
Sr. Director of Marketing
Cvent
Why it matters.
So where should we
start?
So how does this
translate to
personalization?
Metrics of ABM
STACY TAYLOR
Director, Digital Marketing, Carousel Industries
• Company Profile
• ABM Program & Metrics - 2018
• ABM Program & Metrics - 2019
• Ads in Action
• Q&A
Agenda
Nationwide IT Integrator & Service Provider with Solutions Across the IT Stack
SecurityCollaboration Networking Data Center Cloud
Solutions
CarrierProfessional &
Managed Services
IT Outsourcing Inventory
Management
Services
CLOUD ON-PREMISE HYBRID
Consume technology how and
when you need it.
Financial enablement services
with Carousel Capital.
1,300+
Team Members Nationwide for Local
Support
6,000+
Highly Satisfied Clients
1,000+
Certifications Across Engineering and Sales
Teams
50+
Leading Technology Partners
35+
Fortune 100 Clients
Multi-Year Winner
Numerous Industry Awards
• MSP 501
• Top 50 Systems Integrators List
• Fastest Growing & Innovative Companies
• Cisco Architectural Excellence US East
Partner of the Year : Security
•
Where We Started
• 850+ Account Names in Excel
• Goal: 10% Revenue bookings growth
• Objective: Go wider and deeper
• Request for “Air Cover”
• Hubspot & No Salesforce
• Few digital assets promoting
Carousel
The Approach
• Account/contact expansion
• Terminus account-based ads
• Limited segmentation & message
targeting
• Create multi-channel digital
campaign
ABM Program - 2018
ABM Program – 2018: What We Measured
ABM Benchmark
Reporting
• Activity metrics show
trends and growth
over time
• Benchmark against
yourself as you test
offers and make
changes to audiences
and tactics
Unable to track
impact metrics
ABM Program – 2018: What We Measured
Tactic Reporting Tactic Plans
Name UC-Roadmap-5-Ques-to-Ask-IT
Goal Up-sell/Cross-sell
Target
Audience
80 = Top 100 Strategic Accts with
2017 Cloud revenue = $0
Function= All IT Mgr+
Run Dates March 26 – April 23
Ad Performance
Accts Matched 80
Total Reach 89,426
Impressions 198,989
Clicks 179
CTR .088% (channel avg. is .06-.08%)
CPM $12.98
CPC $14.68
Spend $2,582
LANDING PAGE:
https://www.carouselindustries.com/blog/ready-migrate-uc-
five-questions-ask/
The Results
• Company achieved goal of 10%
Revenue bookings growth
• Learnings through starting simple
• Salesforce launched in Q4
• Added Terminus integrations:
Hubspot, LinkedIn, Salesforce
• New “Carousel-We’re With You”
campaign launched in Q4
ABM Program - 2018
Program Expansion
• Account Hub
• Sales Insights
• Measure ABM impact on pipeline
and revenue
• Stronger alignment with sales regions
The Approach
• Activate new target account lists
across channels
• Create more advanced, data-driven
segments and feed to Engage
• Deliver more relevant, timely
messages via display ads and
LinkedIn
• Keep successful tactics ‘always on’
ABM Program - 2019
ABM Program – 2019: What We Measuring
ABM Scorecard – How we are doing at moving the needle?
*Marketing Engagement definition:
[1] Web site engagement spike, or
[2] >=5 pageviews and >= 1 campaign response, or
[3] >=2 Ad Clicks and >= 1 campaign response, or
[4] 2 campaign responses
Activity Metrics
• Reach
• Impressions
• Clicks
• Click-through rate
• Leads (if lead generating tactic)
• Cost per lead
• Pageviews
• Time on site
Impact Metrics
• % Progressed Accounts
• # Influenced Opportunities
• $ Influenced Pipeline
• $ Avg Opportunity Size –
Influenced pipeline
• # Influenced Closed Won Deals
• $ Influenced Closed Won
Revenue
• $ Avg Deal Size – Influenced
Closed Won Deals
• Deal Velocity
ABM Program – 2019: Metrics to help make program decisions
ABM Program – 2019: Ads in Action – Pipeline Acceleration
Target accounts with open opportunities for Cisco and forecast close date within 6
months:
Key Findings:
• 26% of accounts had incremental pipeline
created after exposure to ads
• Among accounts with incremental pipeline,
58% had at least 1 ad click
• Among accounts without incremental pipeline,
26% accounts had at least 1 ad click
• Deal Velocity for target accounts:
• Overall for accounts = 80 days
• Received Impressions = 57 days
• Impressions + at least 1 click = 38 days
Q&A
THANK YOU!
@TwitterHandle
Ask the ABM Experts: Q&A
Derek Slayton
CMO at Terminus
Justin Keller
VP of Marketing at Sigstr
Anna Fisher
VP of Marketing at ZoomInfo
WELCOME TO

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"Going All In on ABM: Implementing a People First, Agile, Account-Based Strat...
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FlipMyFunnel DC Roadshow 04.30.19

  • 2. ABM Maturity Curve: Good to Great Marketing SANGRAM VAJRE FlipMyFunnel Founder & Chief Evangelist/Co- Founder at Terminus
  • 3.
  • 5. ©2019 Terminus Software, Inc. Greatness is not a function of circumstance. Greatness, it turns out, is largely a matter of conscious choice. – Jim Collins “ GREATNESS
  • 6. Good Parenting Great Parenting Average Parenting Parent Maturity CurveGOOD TO GREAT PARENTING @sangramvajre Disclaimer: Results may vary
  • 7. Good Parenting Great ParentingAverage Parenting Parent Maturity Curve ▶︎ Watch TV Feed Play Watch Finding Nemo Watch the entire Rocky series GOOD TO GREAT PARENTING @sangramvajre
  • 8. Good Parenting Great ParentingAverage Parenting Watch TV ▶︎ Feed Play Feed Healthy Snacks Feed EPIC proportions of pancakes! GOOD TO GREAT PARENTING @sangramvajre Parent Maturity Curve
  • 9. Good Parenting Great ParentingAverage Parenting Watch TV Feed ▶︎ Play Play XBOX games Go flying GOOD TO GREAT PARENTING @sangramvajre Parent Maturity Curve
  • 10. Good Parenting Great Parenting Average Parenting Watch TV Feed Play Watch kids movies Feed Healthy Snacks Play XBOX Watch all the Rocky movies Feed EPIC proportions of pancakes Go flying GOOD TO GREAT PARENTING @sangramvajre Parent Maturity Curve
  • 11. SON TO FATHER: IMMUTABLE LAW You have a choice. If you focus on what matters to you, it gets better. @sangramvajre
  • 12. ©2019 Terminus Software, Inc. Account-centric strategy applies across your entire customer journey. - Sangram Vajre “ ABM is B2B. Book #2
  • 13. The TEAM Framework Simple, Powerful, Connected Capabilities that Drive Account-Based Success TARGET ENGAGE ACTIVATEMEASURE Get earlier, deeper penetration into target buying centers with best-in-class account- based advertising & multi-channel program management TEAM Combine & connect all your data in one place to easily create and manage target account lists Help sales open more ops, faster, by giving them realtime prompts to reach out when accounts are most engaged Super-simple reporting so you know how your account-based programs are driving revenue Drive authentic long- term relationships with companies that will love you @sangramvajre
  • 14. Good Marketing Great Marketing Average Marketing GOOD TO GREAT MARKETING TARGET ENGAGE ACTIVATE MEASURE B2B Maturity Curve @sangramvajre
  • 15. ©2019 Terminus Software, Inc. Bad decisions made with good intentions, are still bad decisions. – Jim Collins“ TARGET
  • 16. When you identify the right customer, your focus gets better. It’s not that I want unicorns. It’s just that you don’t even know my name. CUSTOMER TO MARKETER: IMMUTABLE LAW @sangramvajre
  • 17. Where you might be Where you are goingWhere you’ve been Dynamic: “Always On”Static: “Top 100 accounts”DisconnectedTARGET ~7X Opportunity Creation 50% Higher pipeline 10% Sales Cycle Reduction 25,000 leads at Masergy 5x more engagement from targeted accounts 70% to 90% NPS score skyrocketed with upserving ENGAGE ACTIVATE MEASURE GOOD TO GREAT MARKETING @sangramvajre
  • 18. ©2019 Terminus Software, Inc. Mediocrity results first and foremost from management failure, not technological failure. – Jim Collins“ ENGAGE
  • 19. How we engage, is what gets better. It’s not that I have an attention span of a goldfish. It’s just that your content sucks. CUSTOMER TO MARKETER: IMMUTABLE LAW @sangramvajre
  • 20. Where you might be Where you are goingWhere you’ve been Experiential Tools: Went from 22 to 6 tools to do B2B at scale. Cost of customer acquisition: A 60% drop Quality Traffic: Website traffic is down by 15% but now 70% is from the “right” target accounts. Tools: 22 technologies Quantity Traffic: “All” traffic is equal. - Events - Website - Webinars - Emails 70% of the traffic from non- target accounts. TARGET ENGAGE ACTIVATE MEASURE GOOD TO GREAT MARKETING @sangramvajre
  • 21. ©2019 Terminus Software, Inc. Great vision without great people is irrelevant. – Jim Collins “ ACTIVATE
  • 22. When you engage customers on their terms and alert sales, your relationship with sales gets better. It’s not that our newsletter is bad. It’s just that it has nothing to do with our customer needs. SALES TO MARKETER: IMMUTABLE LAW @sangramvajre
  • 23. Where you might be Where you are goingWhere you’ve been Prioritized Win rate: 95% win-rate from target account strategy Sales a customer: 2X annually survey for satisfaction. Proactive Accounts: 250 Team Structure: 4 FTE’s dedicated to ABM ReactiveTARGET ENGAGE ACTIVATE MEASURE GOOD TO GREAT MARKETING YOU’VE GOT MAIL @sangramvajre
  • 24. ©2019 Terminus Software, Inc. You can accomplish anything in life, provided that you do not mind who gets the credit. – Jim Collins“ MEASURE
  • 25. What you measure, is what gets better. It’s not that I don’t care about your vanity metrics. It just that they don’t focus on business outcomes. CEO TO MARKETER: IMMUTABLE LAW @sangramvajre
  • 26. Where you might be Where you are goingWhere you’ve been One Scorecard “Now Marketing can forecast how many reps are needed in which territory and can also predict win-rate with engagement insights.” –Daniel Day Double Funnel B2B at scale: Over 500 concurrent ABM 1:1 campaigns Metrics: Time on site, Velocity, Penetration Funnel Measure everything: Inbound / Outbound TARGET ENGAGE ACTIVATE MEASURE GOOD TO GREAT MARKETING @sangramvajre
  • 27. Good Marketing = Efficient Growth in Isolation Great Marketing = Efficient Growth at Scale Average Marketing = Inefficient Growth B2B Maturity Curve T - Disconnected E - Quantity A - Reactive M - Funnel TARGET ENGAGE ACTIVATE MEASURE T - Static E - Quality A - Proactive M - Double Funnel T - Dynamic E - Experiential A - Prioritized M - One Scorecard GOOD TO GREAT MARKETING @sangramvajre
  • 28. Good Great Average MARKETING GOOD TO GREAT PARENTING Marketing and Sales Aligned Mom and Dad Aligned Marketing and Sales as OneTeam Mom and Dad as OneTeam Many Activities Many Tools Few Activities Few Tools @sangramvajre
  • 29. So, what matters to you? Good is the enemy of Great. – Jim Collins “
  • 30. to the Daily #FlipMyFunnel Podcast LISTEN WATCH first-ever ABM course My cell: 404 944 8665
  • 33. Target Best Fit Accounts RYAN VITELLO Sales Development Manager at Terminus
  • 34. FlipMyFunnel Roadshow 2019 INTRODUCTION Ryan Vitello SDR Manager Targeting Best Fit Accounts | @RyanVitello | FlipMyFunnel
  • 35. FlipMyFunnel Roadshow 2019 FORMULA FOR ACCOUNT BUILDING Targeting Best Fit Accounts | @RyanVitello | FlipMyFunnel
  • 36. FlipMyFunnel Roadshow 2019 THE FORMULA FOR DATA-DRIVEN ABM SUCCESS Targeting Best Fit Accounts | @RyanVitello | FlipMyFunnel
  • 37. FlipMyFunnel Roadshow 2019 ATTRIBUTES OF FIT Targeting Best Fit Accounts | @RyanVitello | FlipMyFunnel Funding Relationshi ps Technogra phic Company Size Revenue Industry Geography
  • 38. FlipMyFunnel Roadshow 2019 CAPITALIZE ON INTENT SIGNALS Targeting Best Fit Accounts | @RyanVitello | FlipMyFunnel 60% of B2B purchasing journey done before a form is filled out More complexity. More anonymity. More competition.
  • 39. FlipMyFunnel Roadshow 2019 ENGAGEMENT Targeting Best Fit Accounts | @RyanVitello | FlipMyFunnel Using data to identify which of our accounts are engaging ● Website ● Content ● Ads ● Events
  • 40. FlipMyFunnel Roadshow 2019 TARGET ACCOUNT SELECTION Targeting Best Fit Accounts | @RyanVitello | FlipMyFunnel
  • 41. FlipMyFunnel Roadshow 2019 IDENTIFYING KEY PERSONAS WITHIN ACCOUNT Targeting Best Fit Accounts | @RyanVitello | FlipMyFunnel
  • 42. FlipMyFunnel Roadshow 2019 WHO’S ON THE BUYING COMMITTEE? Targeting Best Fit Accounts | @RyanVitello | FlipMyFunnel “The number of people involved in B2B solutions purchases has climbed from an average of 5.4 two years ago to 6.8 today.” - Forbes, 2018
  • 43. FlipMyFunnel Roadshow 2019 WHO’S ON THE BUYING COMMITTEE? Targeting Best Fit Accounts | @RyanVitello | FlipMyFunnel Steph POC Derek Executive Sponsor Madison End-User Clare End-User Torrey Influencer Baillie Influencer Ben Finance Alex Sales Brad Operations
  • 44. FlipMyFunnel Roadshow 2019 Targeting Best Fit Accounts | @RyanVitello | FlipMyFunnel
  • 45. FlipMyFunnel Roadshow 2019 NOW OPERATIONALIZE! Targeting Best Fit Accounts | @RyanVitello | FlipMyFunnel 1 2 3 4
  • 49. Creating a Highly Personalized Outreach FRANCESCA VEREB Sr. Director of Product Marketing at Cvent
  • 50. Creating Highly Personalized Outreach Francesca Vereb Sr. Director of Marketing Cvent
  • 51.
  • 53.
  • 54.
  • 55. So where should we start?
  • 56.
  • 57.
  • 58.
  • 59.
  • 60.
  • 61. So how does this translate to personalization?
  • 62.
  • 63.
  • 64.
  • 65.
  • 66.
  • 67.
  • 68.
  • 69. Metrics of ABM STACY TAYLOR Director, Digital Marketing, Carousel Industries
  • 70. • Company Profile • ABM Program & Metrics - 2018 • ABM Program & Metrics - 2019 • Ads in Action • Q&A Agenda
  • 71. Nationwide IT Integrator & Service Provider with Solutions Across the IT Stack SecurityCollaboration Networking Data Center Cloud Solutions CarrierProfessional & Managed Services IT Outsourcing Inventory Management Services CLOUD ON-PREMISE HYBRID Consume technology how and when you need it. Financial enablement services with Carousel Capital.
  • 72. 1,300+ Team Members Nationwide for Local Support 6,000+ Highly Satisfied Clients 1,000+ Certifications Across Engineering and Sales Teams 50+ Leading Technology Partners 35+ Fortune 100 Clients Multi-Year Winner Numerous Industry Awards • MSP 501 • Top 50 Systems Integrators List • Fastest Growing & Innovative Companies • Cisco Architectural Excellence US East Partner of the Year : Security •
  • 73. Where We Started • 850+ Account Names in Excel • Goal: 10% Revenue bookings growth • Objective: Go wider and deeper • Request for “Air Cover” • Hubspot & No Salesforce • Few digital assets promoting Carousel The Approach • Account/contact expansion • Terminus account-based ads • Limited segmentation & message targeting • Create multi-channel digital campaign ABM Program - 2018
  • 74. ABM Program – 2018: What We Measured ABM Benchmark Reporting • Activity metrics show trends and growth over time • Benchmark against yourself as you test offers and make changes to audiences and tactics Unable to track impact metrics
  • 75. ABM Program – 2018: What We Measured Tactic Reporting Tactic Plans Name UC-Roadmap-5-Ques-to-Ask-IT Goal Up-sell/Cross-sell Target Audience 80 = Top 100 Strategic Accts with 2017 Cloud revenue = $0 Function= All IT Mgr+ Run Dates March 26 – April 23 Ad Performance Accts Matched 80 Total Reach 89,426 Impressions 198,989 Clicks 179 CTR .088% (channel avg. is .06-.08%) CPM $12.98 CPC $14.68 Spend $2,582 LANDING PAGE: https://www.carouselindustries.com/blog/ready-migrate-uc- five-questions-ask/
  • 76. The Results • Company achieved goal of 10% Revenue bookings growth • Learnings through starting simple • Salesforce launched in Q4 • Added Terminus integrations: Hubspot, LinkedIn, Salesforce • New “Carousel-We’re With You” campaign launched in Q4 ABM Program - 2018
  • 77. Program Expansion • Account Hub • Sales Insights • Measure ABM impact on pipeline and revenue • Stronger alignment with sales regions The Approach • Activate new target account lists across channels • Create more advanced, data-driven segments and feed to Engage • Deliver more relevant, timely messages via display ads and LinkedIn • Keep successful tactics ‘always on’ ABM Program - 2019
  • 78. ABM Program – 2019: What We Measuring ABM Scorecard – How we are doing at moving the needle? *Marketing Engagement definition: [1] Web site engagement spike, or [2] >=5 pageviews and >= 1 campaign response, or [3] >=2 Ad Clicks and >= 1 campaign response, or [4] 2 campaign responses
  • 79. Activity Metrics • Reach • Impressions • Clicks • Click-through rate • Leads (if lead generating tactic) • Cost per lead • Pageviews • Time on site Impact Metrics • % Progressed Accounts • # Influenced Opportunities • $ Influenced Pipeline • $ Avg Opportunity Size – Influenced pipeline • # Influenced Closed Won Deals • $ Influenced Closed Won Revenue • $ Avg Deal Size – Influenced Closed Won Deals • Deal Velocity ABM Program – 2019: Metrics to help make program decisions
  • 80. ABM Program – 2019: Ads in Action – Pipeline Acceleration Target accounts with open opportunities for Cisco and forecast close date within 6 months: Key Findings: • 26% of accounts had incremental pipeline created after exposure to ads • Among accounts with incremental pipeline, 58% had at least 1 ad click • Among accounts without incremental pipeline, 26% accounts had at least 1 ad click • Deal Velocity for target accounts: • Overall for accounts = 80 days • Received Impressions = 57 days • Impressions + at least 1 click = 38 days
  • 81. Q&A
  • 83. Ask the ABM Experts: Q&A Derek Slayton CMO at Terminus Justin Keller VP of Marketing at Sigstr Anna Fisher VP of Marketing at ZoomInfo