B2B lead scoring and marketing optimization need stage by stage metrics

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Crea%ng an Insanely Great Customer Journey B2B lead scoring and marke%ng op%miza%on need stage by stage metrics Mike Connor ([email protected]) Validate Value Expand Deploy Solu%on Explore Op%ons Evaluate Solu%ons Status Quo Trigger Point Internal Buy In Business Case Purchase Refer www.spicecatalyst.com

Transcript of B2B lead scoring and marketing optimization need stage by stage metrics

Crea%ng  an  Insanely  Great  Customer  Journey  

B2B  lead  scoring  and  marke%ng  op%miza%on  need  stage  by  stage  metrics  

Mike  Connor  ([email protected])  

Validate  Value  

Expand  

Deploy  Solu%on  

Explore  Op%ons  

Evaluate  Solu%ons  

Status  Quo   Trigger  

Point  

Internal  Buy  In  

Business  Case  

Purchase    

Refer  

www.spicecatalyst.com  

Crea%ng  an  Insanely  Great  Customer  Journey  

Stage  by  stage  lead  scoring  and  tracking  is  cri%cal  to  building  and  forecas%ng  business  and  gaining  

insight  to  help  op%mize  marke%ng  

Explore  Op%ons  

Evaluate  Solu%ons  

Internal  Buy  In  

Business  Case  

Validate  Value  

Expand  Use  

Refer  

Deploy  Solu%on  

Status  Quo  

Trigger  Point  

Purchase  

Crea%ng  an  Insanely  Great  Customer  Journey  

Stakeholder  agreement  on  criteria  &  metrics  are  the  star%ng  point  

Explore  Op%ons  

Evaluate  Solu%ons  

Internal  Buy  In  

Business  Case  

Validate  Value  

Expand  Use   Refer  Deploy  

Solu%on  Status  Quo  

Trigger  Point  

Purchase  

Use  outcome  based  metrics  that  qualify  &  track  entry  into,  ac?vi?es  &  ?me  within  &  exit  from  each  stage    

Crea%ng  an  Insanely  Great  Customer  Journey  

Stage  by  stage  metrics  are  also  cri%cal  to  establishing  lead  genera%on  and  nurturing  costs  and  iden%fying  ac%vi%es  and  materials  that  need  improvement  

Crea%ng  an  Insanely  Great  Customer  Journey  

Metrics  and  analy%cs  help  segment  prospects  and  enable  more  personalized  nurturing  

They  can  also  be  use  to  iden?fy  when  a  high  quality  lead  is  at  risk  and  ini?ate  appropriate  ac?vi?es  and  outreach  

Crea%ng  an  Insanely  Great  Customer  Journey  

The  watch  word  -­‐  keep  it  simple!  In  today’s  world  it’s  easy  to  dial  in  a  lot  of  data.  The  key.  Focus  on  the  few  that  count.  

X  We  have  data!  

Crea%ng  an  Insanely  Great  Customer  Journey  

The  basics?  

q  An  overall  score  based  on  the  ac?vi?es  engaged  in  

q  A  company  score  that  tracks  ac?ve  leads  from  each  company  

q  Scores  for  different  product  or  solu?ons  based  on  interest  

q  An  aging  score  that  reduces  as  the  ?me  between  ac?vi?es  increase  

q  Use  of  materials  and  ac?vi?es  and  users  feedback  on  their  value  and  contribu?on  to  decision  making  

q  Value  of  closed  leads  and  costs  of  ac?vi?es  and  materials  

You  can  add  more  based  on  your  needs,  but  these  make  a  great  star?ng  point!    

Crea%ng  an  Insanely  Great  Customer  Journey  

To  make  this  successful  you  need  .  .  .  Customer  Insight!  

 

With  that  knowledge  and  content  that  aligns  with  those  needs  your  ability  to  define  and  track  the  value  and  progress  of  leads  will  increase  significantly.  

Base  everything  on  a  really  clear  understanding  of  who  the  influencers  and  decision  makers  are  and  what  their  needs  and  goals  are  for  each  stage  of  their  buying  process  

Crea%ng  an  Insanely  Great  Customer  Journey  

Con%nual  Learning  &  Innova%on  

 

The  dynamic  nature  of  B2B  markets,  products,  compe??on,  customer  behavior  and  marke?ng  efforts,  means  constant  monitoring  and  modifica?on  of  the  process  is  required    

This  isn’t  something  you  can  do  at  the  start  of  the  year  and  then  forget  about.  

Validate  Value  

Expand  

Deploy  Solu%on  

Explore  Op%ons  

Evaluate  Solu%ons  

Status  Quo   Trigger  

Point  

Internal  Buy  In  

Business  Case  

Purchase    

Refer  

Crea%ng  an  Insanely  Great  Customer  Journey  

Let’s  get  this  done!  Your  Agile  Business  Accelera%on  Agency  

Thank  You  

Mike  Connor  ([email protected])  

Your  thoughts  and  comments  are  appreciated!  

www.spicecatalyst.com