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Marketing 101: How to get started in lead generation

March 17th, 2014

Originally published on B2B LeadBlog

I was recently reading your blog “Lead Generation: Who knows the customer better — Marketing or Sales? on b2bleadblog.com. It’s been really fascinating to me to try and figure all this sales and qualifying a lead thing out.

I’ve been employed to do a tough task in a small composite company that doesn’t have the finances to employ specialists. Do you have any advice or books on how to effectively get leads and qualify them and the processes involved in doing so?

Kind regards,

Philip La Trobe, business development analyst

(A young man employed to revamp a business, increase sales and address the communication lines between departments whilst increasing overall company efficiencies.)

I emailed a little more with Philip after this note, and he explained that his background is not in sales, marketing or business development, but rather materials engineering.

That was a wake-up call for me.

The challenge for anyone in B2B content marketing is to not only to create content that would impress the most experienced reader, but also to have some content that appeals to someone new to the industry.

For that reason, here is a beginner’s look at lead generation with links to many additional resources so you can dive deeper where you would like to. I’ll focus on some fundamental questions you should answer as you craft your lead gen program.

Experienced lead gen marketers reading this: What did I overlook? Please add your own advice in the comments section of this blog post.

Question #1. What do your potential customers want?

Getting leads isn’t as easy as it sounds, if it sounds easy at all. No potential customer wants to wake up in the morning and become a lead for your company.

So first, you must understand what your customers want. To figure this out, you have to answer two big questions that result in an infinite amount of more specific questions:

  • What are their pain points?
    • What keeps them awake at night?
    • What could get them fired?
    • What do they want to avoid so bad that they would dedicate 15 minutes in their busy day to learn how to avoid it? An hour? Pay $100 to know how to avoid out of their own pocket? $10,000 out of their budget?
    • What is the bad outcome they are trying to avoid?
    • What are the three questions they?re worried their boss or client will ask them?
    • And on and on
  • What are their goals?
    • What could get them a promotion?
    • What excites them about their job?
    • What do they want to brag to colleagues about? Their boss?
    • And on and on

There are many ways to learn this — surveys, social media monitoring, interviews with current customers, A/B testing, conversations with Sales, Services and Customer Support…

But the reason this is the longest section of the blog post is because the lead gen journey begins (and sometimes ends) here — what do customers want?

Helpful resources

Why Empathetic Marketing Matters and 7 Steps to Achieve It

Value Proposition: How to use social media to help discover why customers buy from you

Search Marketing: Can your marketing team identify your buyer personas?

Marketing Research Chart: Top tactics in developing buyer personae

B2B Social Media: 4 steps to get your listening dashboard started

Question #2. What value can your company deliver?

Your customers may want unicorns. But unless you run a unicorn factory, that information isn’t going to be very helpful.

What we’re getting to here is this: What promises can you make to potential customers and actually deliver on. What is your company’s value proposition?

Helpful resources

Value Proposition: A free worksheet to help you win arguments in any meeting

Powerful Value Propositions: How to Optimize this Critical Marketing Element — and Lift Your Results

Value Proposition: Why do customers act?

Digital Marketing: How to craft a value proposition in 5 simple steps

Value Proposition Development Online Course

Question #3. What is a lead?

Is it an email address that you buy from a list? Probably not. Is it someone who provides a phone number for a white paper download?

Or is it someone who raises their hand and asks for more information about your company and product? Is it someone who has a big enough budget and the proper authority to buy your product?

Before you can really generate a “lead,” you should create a universal lead definition and make sure all the key players in your company (this usually includes Sales) to agree on what you’re actually trying to get.

Keep in mind, there is an implicit trade-off here. If you want to generate higher-quality leads, you will likely get a lower quantity (and vice versa) or have to invest more resources to get the leads.

On the flip side, if you’re generating a lot of low-quality leads, the cost will probably get you when you send them to Sales, in both man hours and the relationship between Sales and Marketing, because Sales tends to involve more human resources.

Marketing, on the other hand, tends to involve less human touch, whether that’s due to marketing automation or the simple fact that a print ad can reach many more people at a much lower cost than a sales person.

Getting this step right can also help your Sales-Marketing alignment. In other words, making sure everyone involved in serving the customer before a purchase agrees on the strategy and processes to do that.

Helpful resources

Universal Lead Definition: Why 61% of B2B marketers are wasting resources and how they can stop

Intro to Lead Generation: How to determine if a lead is qualified

B2B Marketing: Why Marketing shouldn’t promise BANT qualified leads for Sales

Lead Gen: A proposed replacement for BANT

Lead Generation: Balancing lead quality and lead quantity

Sales-Marketing Alignment: 8 tactics from a marketer who has worn both hats

Question #4. How will we get leads?

This usually comes from some mix of content marketing, paid advertising, sponsorships and even affiliate programs.

This is, essentially, what most beginners think of as lead generation — the campaigns you run to engage potential buyers with your company.

This, like all these topics really, is a much bigger topic than a simple section of a blog post. But here are a few things to get you started.

Helpful resources

Marketing Research Chart: SEO most effective tactic for lead gen, but also among the most difficult

Content Marketing 101: 8 steps to B2B success

Marketing 101: What is conversion?

Orphan Forms: Marketing 101 change drives 32% increase in form completions

Inbound Marketing 101: 5 steps to help you get started

Social Media Marketing: 4 basic tips for getting started

Content Marketing: 3 tips for how to get started

Web Analytics: 3 basic insights to get you started

Lead Generation: 3 basic tips for webinar newbies

Question #5. Did we get leads?

Once prospects start responding to your campaigns, you have to determine if you really have leads. Question #3 will play a big factor in this determination. This is commonly known as lead qualification.

Helpful resources

On Lead Qualification: Steps to Convert Inquiries into Viable Sales Leads

Lead Qualification: Stop generating leads and start generating revenue

Why the Term “Marketing-Qualified Lead” Creates Serious Confusion — Part I

Question #6. What do we do with the lead?

The answer to this question probably seems fairly simple — send it to Sales.

But what you may find through this process (as you can see, one question informs another) is that what you have received through your campaigns aren’t really leads.

In the work you’ve done answering these questions with Sales, you may find that this is what Marketing would determine is a lead (Marketing-Qualified Lead) but not what Sales would consider a lead (a Sales-Qualified lead).

Lead nurturing is the process to move the prospects you’ve gathered through the funnel (or buying process) to the point they are ready to talk to a sales rep. The best definition I’ve ever heard of lead nurturing is from my colleague at MECLABS, Brian Carroll, author of Lead Generation for the Complex Sale: Lead nurturing is helping prospects whether they buy from you or not.

Helpful resources

Lead Nurturing: Build trust, win more deals by helping prospects — not selling them

What IS and ISN’T Lead Nurturing

Lead Nurturing: How a social business strategy can help you move from selling to helping your prospects

How lead nurturing improves lead generation ROI

Lead Nurturing: 5 tips for creating relevant content

Marketing Management: Are agency creative reviews killing customer response?

March 14th, 2014

“Practice like you play.”

This truism rang in my ears as I reviewed one of the videos slotted for MarketingSherpa Email Summit 2014.

I was reviewing the video on a big screen in a conference room during a meeting as we prepared for Summit, and a key quote in the video was washed out and hard to read.

I realized I had made a mistake by previously reviewing the videos on my own monitor or the crystal clear monitors our A/V team uses.

However, the audience was not going to see the video on an LCD monitor 12 inches from their face. They were going to see it from a giant projector in a cavernous room at the Aria Resort & Casino Las Vegas.

 

How do you review agency creative?

This also got me thinking – how many marketers review agency creative the way prospects will receive it?

I’ll give you an example from my own time working at an agency.

When we presented print ads, we blew each ad up as big as possible and mounted it on a black board to really make it pop.

Then, we presented the ad with no distractions in a conference room.

The people reviewing them were marketers for the company, obsessed and excited about every tiny detail of their product.

 

How do potential customers perceive your marketing and advertising?

Of course, potential customers never received the ad this way. The print ad was just one of many in a Wall Street Journal filled with competing ads, screaming headlines and political coverage.

On top of that, the reader was going through the paper on a busy train, or with kids fighting in the background.

No one, except the marketers we presented to, ever saw the oversized ad in a distraction-free environment.

 

How do you grab the attention of someone who doesn’t care?

I’m not picking on agencies here. This also holds true if someone inside your company, like my first example, created the work.

Creatives, marketers, account executives – we want to present our work in the best possible light. So it makes sense that we blow it up and show it on super sharp monitors.

But if you really want your marketing to stick out, break through the clutter and be different from the crowd, here are a few questions you can ask the next time you are presented with creative to review.

1. Did you buy the newspaper or magazine you’re designing ads for? How will the paper quality (glossy vs. newsprint vs. poor-quality newsprint) affect the ad? How does the ad look, at its real size, placed in the publication?

2. I prefer not to see these banner ads in isolation; can I see them on a few of the websites they will be placed on?

3. How will the customer view this website? It may not be on an Internet connection as fast as ours, on a computer as powerful as ours, and it certainly won’t be on a computer as powerful as the ones developers and designers use. How does the website render and load on an older computer with a smaller, lower-resolution screen and with a slow connection?

4. Same goes for any mobile emails or mobile sites: Do customers have the greatest and newest smartphones and tablets? If not, how will sites render and how quickly will they load on slower devices? On 3G?

5. What compatibility issues will exist? How will this website look if they don’t have Flash? How will this email look if images are blocked?

6. If the audience is older, can they read type that small in a brochure, postcard or on a website?

7. Will our TV commercial or online video be able to convey any information if it is muted? Should we leverage more text to make sure it does?

8. This PowerPoint looks good on my screen, but how will it look to an audience of a thousand people? (Hint: Make the text bigger than you think you should, you can see my own error below.)

 

What you see when you review

 

What your audience sees

 

I’d love to hear you share your tips as well. How do you review marketing creative? What do you do to put yourself in the customer’s shoes?

Do you engage in copy testing, campaign pre-testing or other advertising research, or do you approve marketing campaigns based on your own opinion? If so, how do you decide?

  Read more…

Content Marketing: 9 examples of transparent marketing

February 21st, 2014

I don’t normally read press releases.

Frankly, most are just spam that I’m constantly trying to remove my email addresses from. However, one recently written by Amanda Presley of MSR Communications caught my eye.

“February 12th is Abraham Lincoln’s birthday, and what better way to pay homage to ‘Honest Abe’ than by looking at all the ways marketers can be more upfront and transparent with customers?”

She went on to discuss how her client, Kentico, viewed content marketing.

“Transparent content marketing: It’s not enough to just sell anymore. You need to inform. [For example, Kentico customer] Corner Bakery makes it easy to get nutrition figures when ordering online.”

So in the spirit of Honest Abe, let’s take a look at a few examples of transparent marketing that Amanda dug up from around the Web, along with key takeaways I provided for each to help you put these lessons into practice.

 

Lesson #1. Customer complaints on social media networks = visible business intelligence

 

Key Takeaway: I feel for Verizon Wireless and other tech companies. Our expectations for always on, always working, always super quick technology must be hard to fulfill. Admittedly, I’m just as impatient and immediately blame the product instead of my own user error.

These complaints, even when unrealistic about technological capabilities, are business intelligence gold. Don’t hide your customer complaints. Do as Verizon Wireless does on its Twitter account – address them very publicly and show how you are using their feedback to improve your product.

We all make mistakes. Most customers are very forgiving if they feel they are being heard and their problems are being considered.

 

Lesson #2. Help customers help themselves

Customers want to eat healthier. 

 

And take care of the environment.

 

Key Takeaway: There are no perfect choices in a free market. Life is a series of tradeoffs.

Help your customers make those tradeoffs to the betterment of themselves by showing the positives and negatives of the different products you offer, as Corner Bakery does with its nutrition calculator, Nike does with its Materials Sustainability Index and Patagonia does with The Footprint Chronicles.

“By being transparent with you, we can invite you into the conversation,” Rick Ridgeway, VP for Environmental Initiatives, Patagonia, told Fast Company’s Simon Mainwaring in an interview.

“Hyper-transparency is a must. It’s not something we should be afraid of; it’s something we welcome,” said Jim Hanna, Environmental Impact Director, Starbucks.

Bonus points when you let customers know why they should buy from a competitor instead of you, when it serves them better.

  Read more…

Do You Make These 5 Mistakes in Content Marketing?

January 21st, 2014

It’s the start of a new year. We’ve made resolutions to fix mistakes we make in our diet, in our exercise frequency and in our relationships – put content marketing on your list as well.

 

Mistake #1. Toeing the company line

Sure, your company is engaged in content marketing because it has a message to get out in the world.

But nobody, except maybe your agency and brand police, cares about that message.

They care about themselves. Content marketing is inherently permission-based and inbound. Your content marketing needs to focus on what the customer really cares about.

The headline for this blog post was (lovingly) ripped off a legendary, high-performing ad for Sherwin Cody’s English course.

Sherwin explained, “There is but one sane, salesmanlike way to begin a selling letter, and that is with the customer and his needs, his troubles, his fight for life and success.”

That rings even more true in content marketing.

Overcome Mistake #1. How to use social media to help discover why customers buy from you

 

Mistake #2. Teasing

Local TV news promo commercials are the worst. They always hint at something of value, but only deliver if you tune in to the newscast.

Content marketing should, in and of itself, deliver value. It should help fulfill a customer need. It should help solve a customer’s trouble.

Overcome Mistake #2. Focus on value, not length

 

Mistake #3. Lonely content

No content is an island.

How does the content you’re creating tie into every other way your company is communicating?

Ideally, you would have an overall structure for your content with logical paths for the reader to follow. Those paths aren’t always linear since human decision making in a data-rich world is not linear.

However, they offer logical progressions and opportunities for further engagement through channels that your audience already uses.

Overcome Mistake #3. A process for evaluating content channels

 

Mistake #4. Telling customers how brilliant your company is

The people in your company are likely brilliant at something. Your software engineers are brilliant at de-bugging Java. Your project managers are brilliant at scheduling. Your audio engineers are brilliant at sound mixing.

They’re just not brilliant at creating content.

Because of this, your company’s brilliance is hidden. By using content marketing to pull back the curtain and shine a little light while not being overly concerned with corporate secrecy, you show the world how the brilliant people in your company can help members of your audience overcome their challenges.

Overcome Mistake #4. How to get your subject matter experts on your corporate blog

  Read more…

Email Marketing: The benefits email campaigns can have for your business

January 17th, 2014

“One of the biggest challenges we face is educating people about the benefits email campaigns can have for their business when they are done well.”

The above is a recent comment we received about the benefits of email marketing and e-newsletters. Perhaps you face a similar challenge with your clients or business leaders? To help you make the case, here are four benefits of email marketing.

 

Benefit #1. Social media is traffic, PPC is a billboard, but email is a fork in the road

Social media can be effective, but it doesn’t force a decision. It is much like traffic on a road – a nonstop flow of information. If you look over at the right time, you might see a particular car, and if you don’t, you may never notice it.

PPC advertising can be effective as well, but it is a distraction off to the side. That doesn’t mean it doesn’t get noticed occasionally. However, it does not force an action. You can drive by a billboard without even noticing it.

Email, on the other hand, is a fork in the road. It forces a decision. Even if people simply delete an email without opening it, they took an action. While they were physically taking an action, your subject line had an opportunity to encourage an open.

Perhaps this is why so many social media platforms use email. Think about it – every time an action happens on LinkedIn, Twitter or Facebook, you receive an email letting you know that it happened so you don’t miss it.

 

Benefit #2. Build your case over time (automatically)

By setting up a drip email nurturing campaign, you can take prospects from having a limited interest in your company to fully embracing your company’s value proposition – from tire kickers to warm leads.

For example, a gym chain was able to get 98% of people who qualify for a consultation to sign an agreement by using an email education drip campaign.

 

Benefit #3. Learn about your customers

“Hey”

This was one of the most effective messages for Obama for America that Zoltar himself could never have foretold.

By conducting A/B testing of email messages, the campaign learned what really resonated with its audience and generated more than $500 million in digital donations.

  Read more…

Content Marketing: How to serve customers when they shouldn’t buy from you

January 14th, 2014

You have a great product to sell. So you pour time, creative ability and life’s energy into making sure customers know just how great that product or service is.

But, just between friends now, that product isn’t right for everyone, is it?

If you answer that question honestly, it naturally brings up another question.

 

How do you give your customers what they want even if you don’t have it?

Content marketing is about serving customers, not pushing product. Only once you serve those customers (and build up trust) can it become an effective vehicle for selling. And oh brother, can it ever be effective.

Here are two ideas for serving customers when your product isn’t right for them.

 

Idea #1. Help customers decide not to buy your product

Limited shapes and designs: Because fiberglass pools are built from a mold, the consumer is limited to the shapes and sizes offered by the various fiberglass pool manufacturers.

The above line is from a blog for a company that sells fiberglass pools.

What? Why?

“Fiberglass might be too skinny, but if you’re looking for that size, it can be good for you,” said Marcus Sheridan, Co-owner, River Pools and Spas. “We tell potential customers, ‘You know what, fiberglass might not be for you. And that’s OK, we’re going to figure it out together.’”

The results? The “problems post” garnered 176 comments, 396 inbound links and 43,867 page views. For a small pool company. In Virginia.

You can read more at “Competitive Messaging: Tell your customers what you can’t do.”

 

Idea #2. Help them get what they want

Sometimes customers can’t find what they want from you because it simply doesn’t exist yet.

Since the best marketing messaging is based on how the customer expresses what they want, hopefully you’ve been:

  • Listening in on social media
  • Engaging with customers service
  • Learning from Sales
  • Doing research in relevant target audience-focused newspapers, magazines and websites
  • Testing value proposition expressions using A/B testing

In doing customer research, you will naturally come across these gaps of unfulfilled customer desire.

When you do, it’s a chance to work with product development and business strategy to test your company into new products and services to better serve your customers’ unmet needs.

But sometimes, you simply can’t produce that new product or service.

What to do? Check out this brilliant idea from Eventful, the Best in Show in the E-commerce category in MarketingSherpa Email Awards 2014, sponsored by ExactTarget.

Here’s how the event Web service handles an unfulfilled customer desire.

I’ll be the example. I go to Eventful.com to search for a Pearl Jam concert in Jacksonville. But Pearl Jam doesn’t have any concerts planned for Jacksonville (really, Eddie, really?), so I’m greeted with this pop-up that states, “Would you like to be notified when Pearl Jam comes to Jacksonville?”

 

The other option I have if I close the pop-up is:

“Bring Pearl Jam to Jacksonville! Demand it!”

  Read more…

Blue Sky Content Marketing: Think outside the blog, social media and online video boxes

January 7th, 2014

Every day I wake up, come into work, and stare at a box.

So do you.

Oh, it’s a magical box. I can write words in it that will instantly appear the world over.

But sometimes, we have to peer outside of this box, and think about content marketing as more than just digital words, pictures and videos.

 

Content marketing can also be a grilled cheese sandwich

Some of us (me for sure, how about you?) are so focused on digital channels for content marketing – to improve SEO, build email lists, gain more fans and followers – that we overlook an entire universe outside of this digital box.

For example, can content marketing be:

 

A grilled cheese sandwich?

In this MarketingSherpa case study, Bonvoy Adventure Travel rented the Gorilla Cheese NYC  food truck,  and let the good folks in Midtown Manhattan name their own price for lunch.

This is a great example of content marketing because it demonstrated Bonvoy’s value proposition while offering something of value to the audience: the triple cream brie with prosciutto di parma.

At the end of the gooey day, Bonvoy served up 34,000 impressions on Twitter.

 

Print?

As digital marketers and publishers, sometimes we overlook the value of good old-fashioned print. It obviously meets the two conditions of content marketing above (demonstrate value prop while providing value).

It is also more credible than digital, and, like the above example, it can help your content marketing cut through the clutter. Zig where others zag.

For example, there are 861 million results in a search for “IT Solutions,” but I guarantee there are way fewer magazine articles that cover that topic.

Don’t take my word for it. The “Godfather of Content Marketing” himself, Joe Pulizzi, wrote about why you should consider print for your content marketing strategy.

Read more…

Email Marketing: How do you create excitement around the content you have?

December 9th, 2013

Originally published on B2B LeadBlog

I like to think of email marketing as more of a newspaper than a television ad.

When you’re creating a television ad, you can create one (or a very few ads) and place them across endless media buys. After all, a customer should be exposed to the ad at least three times during each purchase cycle, according to old school advertising conventional wisdom.

However, with a newspaper, you have to give the customer a reason to keep receiving that daily delivery on their driveway every morning. Sometimes it’s easy to find fresh, compelling content such as the recent health care website kerfuffle. But other times,  it’s a slow news day and you just have to fill some slots (“mosquito bite victim”).

Many marketers I talk to who are just starting out in content marketing seem to face many slow news days. They often struggle how to find valuable, compelling content for potential customers.

At MarketingSherpa Lead Gen Summit 2013, I pulled Joe Pulizzi, Founder, Content Marketing Institute, aside during lunch to share some tips about email marketing content. Here’s what Joe had to say.

 

Here are a few key points I took away from Joe:

  • Stay away from pitching; focus on the long-term relationship.
  • People don’t care about us, our products or services. They care about their own challenges.
  • Think of yourself like a publisher or media company.
  • Give value every day, so when you do have a sales message, customers will let you in.
  • Content marketing is a marathon, not a sprint – content marketing starts, and there is really no end.
  • Create a content marketing mission statement: What is the outcome for the reader?
  • Leverage employees, customers and influencers to become the trusted, go-to resource for your customers.
  • The position to hire first and foremost? Managing editor.

Related Resources

Email Marketing: How CNET re-engaged inactive subscribers

Email Deliverability: Only 39% of marketers maintain an opt-in only subscriber list

MarketingSherpa Email Summit 2014 – February 17-20 in Las Vegas

Multichannel Marketing: 6 challenges for planning complex campaigns

November 5th, 2013

“The medium is the message.”

Or so says Marshall McLuhan.

But, when I think of cross-channel and multichannel marketing, I often think of the words of another 60s icon – Jimi Hendrix.

“You’re just like crosstown traffic, so hard to get through to you …”

Cross-channel marketing is difficult because it often involves lots of coordination to keep the messaging consistent.

For instance, you have the players involved …

Multiple departments (and often multiple companies), ranging from:

  • The brand
  • Agency vendors
  • Media partners
  • Channel partners
  • Freelance writers
  • Franchisees
  • Really, you name it

Also, don’t forget about the process …

You must get buy-in on budget, launch dates, incentives, brand use, legal regulatory compliance and real estate on the homepage or in-store.

The list goes on.

Needless to say, it can be very hard to get through to everybody.

So to help you herd cats … I mean, to help you with multichannel campaign planning, here are tips to help you overcome some key challenges. These are meant to give you a heads up on potential land mines you might hit and challenges you might run into, before you hit them, so you’re able to coordinate with all parties in a smooth, efficient manner.

Or, at the very least, appear to have some of your ducks in a row.

 

Challenge #1. Knowing who you’re talking to

No campaign, not even a multichannel campaign, should start with channels. Or even a message.

It should start with a person.

The customer.

It’s even better if you’re able to segment this starting point into several types of buyers.

“As the world becomes more connected and the consumer really has the ultimate control of the brand, I think it’s even more important that we put their perspective first in our marketing efforts,” said Tami Cannizzaro, Global Director of Marketing, Social Business, IBM.

Tami shared some of the persona work she’s done with IBM as an example …

 

“We developed ideas around the different possible stakeholders in an enterprise-buying decision. We put thought into their personalities and lifestyles,” Tami said. “I think the most important piece of the exercise was that we thought outside our standard viewpoint, put aside our knowledge and assumptions of the market, and considered our customers’ various needs first and foremost.”

To put a face behind those customer segments, you can include fun little doodles, real pictures or stock photos, but most importantly, try to put yourself in the customers’ varied shoes.

A mistake I often make is to think about how I would react to a certain message or piece of content that I’m working on. But, unless my audience is comprised only of devilishly handsome directors of editorial content living in Jacksonville, Fla., I’m missing the boat.

A great example of this often happens at marketing events. A speaker will ask, “How many people in the audience have smartphones?”

Invariably, 99% of the audience raises their hands. Then, they’ll say, “See, everybody has smartphones!” and then proceed to harangue the audience for not engaging in mobile marketing.

But, unless your target market is people who attend the same marketing conference as you, by following this advice, you are not considering the customer. If, for example, your audience is poor or old, mobile marketing may not be a priority for your company’s marketing budget.

So, never make the argument, “Well, I would love a campaign like this.” Instead, take a good, hard look at “Oliver Old Skool” in your buyer persona, and ask, “What would Oliver think?”

 

Challenge #2. Hitting it where they are

The purpose of a multichannel marketing campaign isn’t to get your message out to as many channels as you can. It’s to get your message out to the most effective, most efficient channels.

“A millennial is likely going to interact with greater frequency and preference on mobile, so mobile would be a priority channel if you’re targeting that audience. If you’re trying to reach a senior B2B buyer, that might not be your best channel,” Tami said.

“Social properties like Facebook and Twitter may provide you data and insight into your customers, your owned properties can provide your insight into how your customers seek information, engage and transact with your brand,” Tami suggested.

The personas can really help here, as well.

“Millennials might like less text and more video. The techy guy might like more hands-on demo. [The persona] forces the exercise of targeting so your website isn’t completely generic,” Tami said.

As you’re selecting channels, budgets have a way of focusing the mind. After all, if we all had our druthers, who wouldn’t want a Super Bowl spot? But, the varied channel costs, much like a fantasy football draft, force us to make those trade-offs.

As an example, in our “How much should leads cost?” panel at MarketingSherpa Lead Gen Summit 2013, Tom Reid, Executive Director, Hacker Group, shared the following media mix review for a health care company …

 

So, how do you get started?

“By starting with small tests and proper Web analytics and attribution, marketers can get a good enough grip on the role each channel plays towards reaching the campaign objective and allocate budgets accordingly,” advised Lori Davis, Online Writer, Qwaya.

 

Challenge #3. Finding their voice, not your voice

Once you know where to say it, you have to know what to say.

“Too often brands lead with product-focused messaging. It’s the wrong approach. Customers don’t know what you’re talking about, or worse, know that you’re trying to sell them something without providing them value. That’s a branding misstep,” Tami advised.

“Marketing should approach any customer-facing campaign by putting their customers’ needs first; it should provide value, it should be like a service. You need to build a conversation with your customers and first speak to their interest or pain point and then, after multiple interactions, consider a solution. It’s about relationship building.”

 

Challenge #4. Creating a consistent message and experience

To help build that relationship, once you know what you want to say, you must ensure everyone is saying the same thing across all channels – with a seamless customer experience to boot.

If the email department sees the campaign focused around luxury, and the agency copywriters creating prints ads think the message is about value, there can be a serious disconnect to the consumer.

As you’re thinking about this, take a look at the world of politics.

Political parties are essentially one big brand, with hundreds of owner-operator franchisees.

It’s also a world where a single slip-up by any one of those owner-operators will be broadcast across the 24-hour news networks and blogosphere with a maddening speed threatening to torpedo the brand.

To stay on the same page, the parties create talking point memos.

“In an attempt to influence public opinion, the leaders of both major parties — Democrats and Republicans alike — craft talking points, scripts for rank-and-file members to follow when discussing particular policy issues. Talking points, when used frequently, become the party line.” – FactCheck.org

Likewise, when you are launching a complex campaign across many entities, you need to ensure the messaging, and central thesis behind the entire campaign, is understood and embodied by all involved.

Your brand comes into play here. A clear primary value proposition along with derivative value propositions is essential.

But, it would also help to have your own version of a talking points memo. Tami presented a Campaign Message Map at Lead Gen Summit that her team uses, and she was kind enough to allow you to download it for free and use it for your own campaigns.

“We start by building a very simple conversation map. It starts with key pain points of our customers, then drops to the business value and finally to our capabilities,” Tami explained.

 

Beyond messaging, there is also the functional aspect of ensuring a consistent experience from one channel to the next.

“Only marketers think in terms of channels – consumers don’t. They consume content, not caring if it’s via the ‘mobile, social channel’ or via the ‘print channel.’ Keep that in mind to make sure the consumer’s transition between channels is natural,” Lori said.

Lori provided this example, “If you advertise a URL in offline media, make sure the website provides a good experience on mobile devices. Sounds obvious, but it is often missed.”

The next level is to gain a single view of the customer.

“You need to create a consistent experience and then you need the ability to track your customers whether in-store, online or via mobile so you have a single view of the customer and can personalize their experience in a way that they will appreciate, to build loyalty,” Tami advised.

Read more…

Email Marketing: 3 award-winning lessons about relevance

October 25th, 2013

“OK, email should be relevant. I get it.

But, how? I’m struggling with where to begin.”

The above quote was a lamentation from an email marketer at MarketingSherpa Email Summit 2011.

As I had the opportunity to be one of the judges for MarketingSherpa Email Awards 2014, presented by ExactTarget (there’s a picture of us deliberating the entries), I was really impressed with how far marketers have come in a few short years.

While I am the first one to scoff at the idea that software solves problems – sometimes I worry it’s oversold as “software is magic” and will cure what ails your company – I must admit the growth of marketing automation is a contributing factor to the leaps and bounds marketers have made in sending emails that are more relevant to customers than ever before.

This is partly because it has given marketers new capabilities and partly because it has also forced them to think in a way that is more customer-focused.

Are you still struggling with delivering relevant emails to your audience?

Well, you should be. It’s hecka hard.

So to get your creative juices flowing, here are three examples from this year’s winners.

 

Lesson #1. Turn lemons into lemonade (for people who like lemonade)

If you have more than one product or service, you likely have more than one type of customer. To create relevant communications for those customers, you need an understanding of which products are most appealing to them.

A winner in the Connect and Integrate – E-commerce division, Creative Co-Op used data and marketing automation to target closeout products to past purchasers who would find those products relevant.

“The Creative Co-Op campaign uses multiple data sources to create timely and relevant emails. We use individual order history data to send a personalized email when items a customer previously ordered are on sale, in addition to website data to actually showcase those items in the email, linking directly to the product. Putting all their data to work has led to an incredibly effective email campaign,” said Caitlin Kelly, Senior Account Manager, Whereoware, the agency involved in the effort. 

 

The result? This campaign was one of the company’s highest revenue-producing emails, delivering an 808% ROI in the first month alone.

For those cautious of closeout pricing, here is another insight from Caitlin’s Email Awards submission – “Interestingly enough, pushing users to visit the site led to huge sales outside of just closeout items. Customers went to see the deal, and purchased other items while they were visiting.

“Treating these retailers as individuals paid off big for Creative Co-Op, with huge gains in both closeout items and, unexpectedly, non-closeout items.”

When I asked Caitlin her advice about how marketers can deliver more relevant email, her answer contained the triumvirate of elements that comprise a successful automation campaign – data, personalization and triggers …

“Treat customers as individual purchasers with individual interests. Data is key to creating a personalized experience for your customers. Most marketers have data sources for campaigns that they have not considered or tapped into. For example, a marketer may have historical order data, but has not thought about pairing that source with a product file or website behaviors. Combining multiple sources as a trigger for one campaign creates an additional layer of personalization for the email recipient and will likely help increase conversions.”

 

Lesson #2. Guide people from where they are to where you want them to be

Content marketing is all the rage and for good reason. Providing value and education to potential customers produces good customers.

But good content, itself, isn’t enough.

You need a strategy to provide relevant content. That’s important because as prospects grow in your content and lead nurturing program, what was once relevant to them no longer is – the distance from brilliance to also-ran in content marketing is shorter than the distance between pop stardom and washed-up lounge singer.

That’s what makes content marketing so hard. The first time we teach you something, you think we’re brilliant. But the second time you hear that piece of information, we’re redundant hacks.

IHS, the Best in Show for Lead Gen, actually killed the newsletter for its Jane’s Defence product. The newsletter is typically a cornerstone of content marketing, but IHS switched to a focused path of content for its target audience – members of militaries, governments and intelligence services, as well as global aerospace and defense industry companies.

I’ll let Byron O’Dell, Senior Director, Demand Management, Corporate Marketing, IHS, explain …

“IHS used email marketing and marketing automation along with good content marketing principles to transform the way we engaged with this hard-to-reach segment. We transitioned from a monthly broad-based batch newsletter into a targeted lead generating engine allowing contacts to opt in based on their interests and customizing messaging and offers based on their actions.”

Here’s a high-level look at the program …

 

As a result, IHS has seen 10 times more engagement than what the previous program produced.

“Executing these sophisticated marketing automation/content marketing projects are tough,” O’Dell said in his entry. “The first, most critical step was to define our team, and together, step back and review our current process.”

  Read more…