MarketingSherpa Blog

The day one keynote presentation at the MarketingSherpa Email Summit 2013 featured Jay Baer, President, Convince & Convert and co-author of The Now Revolution. Jay’s presentation was titled, “More Alike than Different: Why Email is Madonna, and Facebook is Lady Gaga.”

A handful of data points

Jay explained email remains an extremely relevant channel. He cited ExactTarget research from 2011 that found 58% of U.S. adults check email first thing in the morning, and research from 2012 that found 77% of people surveyed reported preferring email for promotional messages.

He also said Facebook is far and away the social media platform of choice with only 27% of U.S. social media users 12 years-old and up embracing second-tier networks such as Google+ and LinkedIn, according to research from The Social Habit.

Additionally, he added 44% of corporate social media marketers look at Facebook as a way to gain new customers based on Wildfire research from 2012. One challenge is 84% of company Facebook fans are current or former customers per DDB research.

“Email and Facebook are strategically, operationally and tactically aligned. Or they should be,” Jay said.

Email and social media are more alike than different

Jay stated social media, and Facebook in particular, is just email with “fresh paint.”

Along with this statement, he presented a slide of an image he titled, “Magaga,” juxtaposing Madonna and Lady Gaga side by side to illustrate his point.

To further make the point, Jay described three areas of integration:

• Operations and measurement
• Channel and audience
• Message and content

In the case of measurement, email and Facebook share basic metrics even though the nomenclature is different.

Email metrics: Subscribes, unsubsribes, opens, clicks, forwards

Versus

Facebook metrics: Likes, hides/unlikes, reach, engaged users, shares

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Live blogging from MarketingSherpa Email Summit 2013 in Las Vegas, I had the opportunity to catch Loren McDonald, VP of Industry Relations, Silverpop, speak on using buyer behavior in email campaigns. His presentation was titled, “Let Buyer Behavior Be Your Guide! Delivering Communications that Convert.”

Loren opened his talk by explaining three approaches to email marketing:

• The mass market approach treats all customers as a single audience, what he described as a “hope-based” marketing approach.
• The segmented audience approach treats customers as many audiences, a marketer informed and defined approach.
• The personal marketing approach that treats customers individually and is a behavior-based marketing approach.

From this framework, he explained customer behavior drives the actions in email campaigns with the personal marketing approach.

To illustrate this approach, Loren offered a number of case study examples, including a look at a wedding invitation email series from Paper Style. In this example, Paper Style changed its approach to email marketing. Previously, it used a “batch and blast” approach with no targeting, which resulted in reduced response rates.

In implementing the behavior-based approach, Paper Style’s team analyzed website behavior from visitors, purchase patterns of its customers, mapped the wedding process to understand when typical behaviors happened and finally used this information to create a wedding timeline.

This analysis also uncovered two separate audiences – brides and friends of the bride who are helping with the wedding planning.

To segment those two audiences, Paper Style used website and/or email click behavior to drop prospects into either the “your wedding” or “friend’s wedding” email nurturing tracks.

Each track received a separate email series with content specific to each group. Brides’ email included information on invitations, bridal party gifts and thank-you notes. The bride’s friends’ track email included details on planning bachelorette parties as well as gifts for the bride and groom.

The result of analyzing its customers and developing email nurturing tracks based on behavior from its prospects led to impressive results for Paper Style: 244% boost in open rate, 161% increase in clickthrough and most importantly, revenue per mailing increased 330%.

Loren’s 10 tips for success

Along with real-world examples of behavior-based email marketing, Loren also gave the audience his 10 tips for personal marketing success:

Read more…

On the first day of MarketingSherpa Email Summit 2013 in Las Vegas, I’ll be interviewing the Best-in-Show winner of MarketingSherpa’s Email Marketing Awards 2013, sponsored by Responsys. In this session, our winner, The National Football League, will discuss its fantastic NFL.com newsletter campaign.

However, there were several outstanding, winning campaigns from this year’s awards deserving of recognition as well.

Note: If you want to see the entire collection of winning entries, download the free Email Awards 2013 Special Report. There’s no squeeze page – just download, learn and share.

As the lead editor on this year’s Email Awards, I found it interesting that, of the myriad submissions we received, email integration played a part in many, if not all, of our winning campaigns.

In fact, as we’ll likely learn from our upcoming Summit sessions, one of the reasons email has been such a venerable channel throughout the years is because of the creative, strategic ways marketers have evolved the tactic to include elements of social media, PPC and website integration.

So, before we head west to the glitter of Las Vegas, let’s pull a few nuggets from these campaigns, seeing what you can learn from other Email Awards 2013 winners’ use of effective integration to find pure gold.

Lesson #1: Facebook contests don’t all have to look alike

Originally published on B2B LeadBlog

Customer relationship management (CRM) is defined a number of different ways. However, the most expansive definition takes a total end-to-end look at every interaction a person has with a company from simply becoming aware of the company at the very top of the sales funnel, all the way through customer service contact after the final conversion to a closed deal.

With a complex sale, many personal touch points in customer relationship management are present — such as directly answering a question posted on social media or an online forum. At the same time, the real engine driving CRM and keeping prospects moving through the sales funnel is technology.

The first technology that comes to mind is CRM software, such as Salesforce.com or Microsoft Dynamics. However, CRM technology potentially includes multiple pieces including email software and marketing automation (MA) solutions.

Paul Greenberg, Managing Principle, The 56 Group, LLC, and author of CRM at the Speed of Light, said although there are some technology suites that attempt to provide these solutions through the entire sales cycle, it is much more common for companies to integrate CRM technology from more than one vendor.

A common example is utilizing marketing automation software on the Marketing side of the funnel from one vendor and integrating that piece with CRM software from another vendor for the Sales side of the funnel, with a common database providing records on each prospect or customer for both pieces of software.

Paul said this creates something of a challenge because a number of different areas in the company are involved in implementing, and utilizing, CRM technology.

Marketing, Sales (and IT) alignment

Marketing and Sales alignment should be a goal for any company to improve the efficiency of the entire complex sale process Bringing multiple pieces of technology into the sales funnel adds another element within the company — the information technology department.

“Who owns [CRM technology] is a matter of the internal culture of a company,” Paul explained. “Could it be joint ownership between two departments? It could be, as we’re seeing increasingly.”

He added, “But, we’re seeing the CMOs are starting to own a lot of IT budgets, so it could be the CMO that owns that [technology].”

At the same time, the IT department traditionally has controlled technology pieces, so the CIO could possibly own the CRM technology, allocate usage, and make functional decisions based on the business outcomes Marketing and Sales are looking for in using CRM tech.

The role of marketing automation

Linda Athans, Marketing Manager, Tribridge, stated the size of the company might dictate how many pieces of CRM technology are deployed. “Ideally, your CRM can ‘do it all,'” she said, “but depending on your organization’s size and how it uses its CRM application, additional MA integration may be necessary to handle specific tasks.”

She mentioned a few areas where MA software can help Marketing:

• Automatically sending large quantities of emails
• Performing split testing on campaigns, such as email subject lines or copy
• Providing performance tracking and analytics on campaigns

Heidi Melin, CMO, Eloqua, obviously has a certain amount of vested interest as a MA software vendor, and she pointed out the value of MA for marketers.

“By integrating marketing automation with CRM [software], companies are able to get a better picture of their buyers and a better picture of how their marketing investments impact their revenue,” Heidi said. “That’s an area where companies are understanding that they can get a competitive advantage in tying a marketing automation solution into their existing CRM implementation to get more out of their investments.”

Brian Vellmure, Principal and Founder, Initium LLC/Innovantage International, added another advantage of bringing more than just CRM software into the customer relationship management technology picture: The nature of B2B sales has changed in recent years. Before, the sales team had a great deal of control over the information flow and education of prospects.

Now, according to Forrester analyst Lori Wizdo, two-thirds to 90% of the buying cycle is completed before a B2B buyer ever speaks with a sales rep.

Marketing automation helps the marketing team track prospects’ behavior, such as website visits and social media interaction, and then respond to that behavior with what the prospect is looking for, at the time they are looking for it and on the channel where they are looking.

“Then, [Marketing] offers an invitation to the next place on the prospect’s journey. I think that’s where marketing automation comes into play,” Brian explained.

How does your company handle CRM technology? What department “owns” each technology piece? We’d love to hear your thoughts and insights in the comments section.

Related Resources:

CRM How-to: Tactics on Marketing/IT alignment, database strategy and integrating social media data

Marketing Research Chart: Social CRM is increasingly important for managing social customer relationships

Defining CRM: Thoughts from three experts

How Technology on the Trade Show Floor Can Help Your Sales Team Work Smarter and Sell More

Lead Nurturing: 9 questions answered on lead qualification, nurturing, and Marketing-Sales alignment

One aspect that makes digital marketing both exciting and challenging is always having something to contend with – such as new social media platforms, new technology and new ways to reach your target audience. Facebook Graph Search is one of the most recent of those digital marketing challenges.

Jonathan Greene, Social Media/Business Intelligence Analyst, MECLABS, said, “Facebook founder Mark Zuckerberg has defined ‘graph’ as the network of one’s friends, relatives, favorite brands and products.  A ‘graph search’ therefore is a search that leverages one’s ‘graph’ or ‘network’ to provide more interesting, relevant results.”

He added, “The biggest implication for marketers is that Graph Search, if successful in stealing significant market share from Google, will flip SEO on its head. Links will be replaced by ‘likes’ in the SEO hierarchy, and building social capital will be the new optimization strategy for organic search improvement.”

Currently, Facebook Graph Search is only available in limited beta with a significant waiting list for platform-wide adoption.

Although Facebook Graph Search has not rolled out across the entire Facebook ecosystem, it’s certainly worth thinking about for a head start in creating a strategy to meet this new search engine marketing avenue.

To learn more on how marketers should approach Facebook Graph Search, and learn some tips and tactics to share with MarketingSherpa Blog readers, I had the chance to interview two SEM experts: Dan Sturdivant, Account Manager, Speakeasy, and Chairman, DFW Search Engine Marketing Association; and Rob Garner, Principal, Rob Garner Consulting, and author of Search and Social: The Definitive Guide to Real-Time Content Marketing.

MarketingSherpa: Marketers have been told Facebook “likes” are much less important than Facebook clicks – to a landing page for example – or converting those “likes” to a database entry for the email list and other purposes. Does Facebook Graph Search change that equation a bit and make “likes” in and of themselves more valuable?

Dan Sturdivant: Yes, the equation changes with Graph Search; the importance of “likes” will be greatly increased. [For] some businesses, local retail in particular and restaurants especially, this is critical. Consumers will use Graph Search to research companies and services.  Businesses “liked” by their friends will reinforce an immediate connection with that business.

Taking that further, engaging consumers, asking them to “like” the page is important and then engaging them through a newsletter or other marketing tactic and pushing them back to the Facebook page is critical.

That last part is a big change, as well. It used to be you would want to drive folks back to your website, and while it goes against the “digital sharecropper” concept, driving people back to the company’s Facebook page is a good idea.

Read more…

The MarketingSherpa Mobile Marketing Benchmark Report shows a staggering 55% of marketers reported lacking an effective mobile marketing strategy, as well as not having adequate staffing, resources and expertise.

With MarketingSherpa Email Summit 2013 quickly approaching, speaker Diana Primeau, Director of Member Services, CNET – who will be presenting a session on win-back campaigns and list cleansing at the event – has insight to offer on this topic to fill in the knowledge gaps when it comes to developing an effective mobile newsletter strategy.

Diana said she knows many marketers become overwhelmed when upper management demands “mobile” without understanding the time and work that goes into it.

“It is not a little magic wand … because if it was really easy, every single email we look at today would work well on mobile,” she said.

Tip #1. Know what your audience expects

Mobile newsletters take quite a bit of planning, Diana said, and the most important question to ask is: “Who are you going to design for?”

Knowing your audience will allow you to not only understand what their expectations of you are, but what types of devices the majority of them use, and how often they interact with your emails on their  device.

The MarketingSherpa Mobile Marketing Benchmark Report also shows 31% of marketers don’t know their mobile email open rate – start by determining what that rate is, and become better acquainted with the needs of your audience.

“Who is your audience and what do we need?”  Diana asked. “If somebody has a business that requires them to have certain attributes in their emails, what are those attributes and will they work on a mobile platform?”

Tip #2. Consumers expect a multi-device experience

Like most aspects of marketing, mobile newsletters are not something you can wash your hands of once it’s accomplished – it is a constantly evolving process where your customers will always want more.

With mobile, Diana said, “Our customers are just like everybody else’s customer,” meaning every aspect of an average customer’s day from dawn to dusk is filled with multiple devices, and they expect their emails to reflect that.

“They might be commuting to work and they are on their phone, and they might be sitting at their office and they might be on their desktops. They might be going to meetings and they might have their tablet with them, and they might be sitting at home and they have their tablets or … their phone with them,” she said.

Knowing how your customer spends their day will help you develop your mobile email program, and decide how expansive you need to be.

Diana knows with CNET customers, “the idea of being able to move from device to device is an expectation, not something that is like, ‘Oh wow, that is really cool.’  It is expected and we know our customers look at their email across multiple devices.”

Read more…

“Mobile is a behavior, not a technology. It’s about accessing content wherever you are. It’s really the use that is mobile, not the device,” Anna Bager, VP and GM, Interactive Advertising Bureau’s Mobile Marketing Center of Excellence, said in an interview with ClickZ.

This leads to part of the challenge facing marketers. How do you optimize for this emerging behavior? After all, technology is easier to optimize for than fickle people. If you were just optimizing for technology, you could simply, or not so simply, make sure something reads well on mobile.

So to remix an ancient Greek aphorism …

With all thy knowing, know thy customer

In today’s MarketingSherpa blog post, we’ll give you an abbreviated look at some data and resources compiled by the MECLABS Business Intelligence team to help you understand this new and still-evolving customer behavior.

“According to a recent Adobe survey, mobile optimization has been identified as the most exciting digital opportunity of this year,” said Gaby Paez, Associated Director of Research, MECLABS. “As marketers, we need to learn as much as possible how consumers of all ages are using their smartphones; how and when they are visiting our websites, checking their emails, etc. More and more people are using their phones instead of laptop or PC to buy online.”

“We put together this summary to help our team get a quick snapshot of key takeaways they can incorporate now in their optimization projects. We hope this summary helps many of our readers, too,” Gaby offered.

Key Data Point #1: Users are spending a growing amount of time with their devices

What struck me about visiting New York City a few months ago is the sea-change in behavior of office workers. You used to walk through Midtown Manhattan and see people on the street in front of office buildings taking a smoking break. Now, everyone is milling around checking their smartphones.

Website traffic coming from mobile devices increased 84% from Q4 2011 to Q4 2012, according to a report from Walker Sands.

Nielsen also shows mobile growth but breaks it down slightly differently and looks at a slightly different timeframe – July 2011 to July 2012. Its study shows a significant difference in time spent in mobile Web versus apps. Time spent in mobile Web grew 22% while mobile apps grew by 120%.

How you can use this data: First off, this data is a great proof point to secure the budget necessary to reach mobile customers.

Second, you can use these mobile growing habits to help grow other, more traditional channels as well. For one way to do this, read the MarketingSherpa how-to article, “Mobile Drives Email List Growth: How to use SMS and relevant content to add opt-ins.”

Of course, that growth isn’t occurring in broad brush strokes …

Read more…

When your customer uses your product to sell a service, helping that customer sell their service provides both a co-marketing opportunity and a way to offer an additional level of customer service.

Toshiba America Medical Systems’ customers are medical imaging centers buying large medical devices such as MRI, CT and ultrasound scanners, and use those products to provide medical services.

Toshiba combines a co-marketing opportunity with a customer service element through Image Maker, an online portal. With this program, the team provides Toshiba Medical customers with some basic marketing advice along with a wide range of marketing materials – brochures, press releases, videos and more – for each of the company’s main product areas:

• Cardiovascular x-ray
• Computed tomography
• Magnetic resonance
• Ultrasound
• X-ray

These products are expensive, ranging from $50,000 for an ultrasound system to more than $1 million for a MR scanner.

I had the opportunity to interview Catherine Wolfe, Senior Director of Corporate and Strategic Communications, Toshiba America Medical Systems, for more details about the Image Maker portal.

Why create this online resource for marketing materials?

Catherine said Image Maker was created for two basic reasons – increase customer satisfaction, and brand building as a co-marketing program.

“The issue for our customers is how can they get information that helps them differentiate themselves in their particular market about the equipment and the benefits that it provides,” Catherine explained.

She added, “The other issue for us is how can we build our brand to the greatest extent possible, and by providing this added support to our customers, we are able to get our message out there to a much greater extent than we would otherwise be able to.”

Who is the marketing material for?

The marketing material found on the Image Maker is extensive enough a Toshiba Medical customer with limited staff or time could easily pull the creative pieces,  review some marketing advice and execute campaigns.

At the same time, Catherine said many of Toshiba Medical’s customers do have marketing staff and the material helps those marketers with ready-made art and messaging.

The online resource also alleviates a particular pain point for marketers in the healthcare industry.

Catherine explained, “The healthcare industry overall— it’s more difficult. Costs are being constrained more and more. Marketing tends to be one of those budgets that gets cut, so we are able to step in and help folks that may have experienced that.”

Beyond the actual materials and other online resources, the marketing team at Toshiba Medical has a dedicated staff member who provides support directly to its customers with marketing recommendations based on other customer’s experiences on meeting various marketing challenges.

What is in the resource center?

Catherine outlined some of different types of marketing content in the Image Maker portal:

• The most basic includes press releases or letters for referring physicians to help with local marketing
• Radio spots
• Videos for embedding on websites or even for broadcast advertising
• Brochures and promotional material

She added the brochures have areas where the marketer can customize the material by adding their own branding and information.

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Fun Fact: the iPhone can make phone calls. I say this because two years ago, when Consumer Reports found that the iPhone 4 was prone to dropping calls, media reports were filled with people who didn’t care.

They didn’t care … that their phone … couldn’t make phone calls.

Because people no longer use phones to make calls—they use them to check Facebook and Twitter— the issue of call quality was simply not of importance.

I’m exaggerating, of course, but not by much. According to Nielsen’s State of the Media: Social Media Report 2012, use of the mobile Web has increased 82% from July 2011 to July 2012 and app usage time has more than doubled. Of course, many people connect to social media through an app.

While less people are using the computer to connect to social media, more people are using mobile phones and tablets to receive their daily Timeline fix.

“The Nielsen report has demonstrated significant evidence to support the idea that the growth of social media and mobile technology are mutually supporting,” said Jonathan Greene, Business Intelligence Analyst, MECLABS.

“According to Nielsen, people continue to spend more time on social networks than any other category of sites – 20% of that time spent on PCs and 30% on mobile devices. This leads to a loose hypothesis that the increase in mobile usage and the increase in social media usage are related, with more people being able to access their social platforms with more frequency and increased lengths of time as a result of the proliferation of mobile technology,” Jonathan explained.

Here’s why this all matters to you, the marketer. We all hear about the meteoric growth of mobile devices. If people are using these mobile devices in large part for social media, that should inform your mobile strategy.

Here are three tips to help you improve the way you communicate with mobile social media users …

Read more…

In the MarketingSherpa Mobile Marketing Benchmark Report, we asked marketers about their challenges …

Q: Which barriers exist to overcoming your organization’s top challenges?

The MarketingSherpa community members shared their insights based on this data, which I hope you find helpful …

Challenge #1: Mobile site or mobile app?

“Strategy and staffing are (not surprising) linked. The resources required to fund a well-researched and well-structured mobile marketing strategy – or even a mobile strategy at large to address the primary question: mobile site or mobile app – are the very same resources necessary to staff such an initiative,” said Aaron Orendorff, Copywriter, Content Strategist & Project Manager, CREO Agency.

Read more…