March 2015

A WINDOW INTO…

OVERVIEW

• MARKETING & SALES

• CONTENT• COLLATERAL• SOCIAL MEDIA• LEVERAGING

ANGELA• WEBSITE

DEVELOPMENT

• EMAIL MARKETING• LEADS• DATA ANALYSIS• OBJECTIVES &

PIPELINE

•Subscriptions to blogs/newsletter

•Purchased Lists•Email Marketing•Filled a form on website

•Requested informationLead

•Sales Qualified Lead; sales personnel calls to identify if there is an opportunity

SQL •Someone who has showed enough interest to be pursued as an opportunity.

Opportunity

•Made a purchase or signed contract

Accounts / Customers •Customers who

are extremely happy with our service that we can use as referrals

Evangelists

Sales Team

Marketing Team

MARKETING & SALES

EMAIL MARKETING

CUSTOMER

DECISION

COMPARISON

AWARENESS

EMAIL MARKETING - STAGES

1. AWARENESSLead understands there is an issue and begins looking around for information.

2. COMPARISONLead understands internal issue more and begins comparing options.

3. DECISIONLead understands options and begins the internal decision making process.

4. CUSTOMERLead understands decision chosen and signs paperwork for solution.

EMAIL MARKETING – SETUP EMAILSAWARENESS

1. Does the email address a specific problem?2. Does the email contain a brief but detailed paragraph that provides a solution to that

problem?3. Does the email sound interesting and captivating for the reader?4. Does the email end with a Free Technology Assessment or a Software Consultation CTA?

COMPARISON5. Does the email address a specific problem?6. Does the email contain a brief but detailed paragraph that provides a solution to that

problem?7. Does the email sound interesting and captivating for the reader?8. Does the email end with a Free Technology Assessment or a Software Consultation CTA?

DECISION9. Does the email address a specific problem?10. Does the email contain a brief but detailed paragraph that provides a solution to that

problem?11. Does the email sound interesting and captivating for the reader?12. Does the email end with a Free Technology Assessment or a Software Consultation CTA?

CUSTOMER13. Does the email address a specific problem?14. Does the email contain a brief but detailed paragraph that provides a solution to that

problem?15. Does the email sound interesting and captivating for the reader?16. Does the email end with a Free Technology Assessment or a Software Consultation CTA?

EMAIL MARKETING - CAMPAIGNS

EPICOR

PERSONAS

INDUSTRY

GENERAL

SAGE

PERSONAS

PRODUCT &

INDUSTRY

GENERAL

INTACCT

PERSONAS

INDUSTRY

GENERAL

MANAGED

SERVICES

PERSONAS

PRODUCT &

INDUSTRY

GENERAL

CLOUD HOSTING

PERSONAS

PRODUCT &

INDUSTRY

GENERAL

EMAIL MARKETING - PERSONAS

1. C-LEVEL EXECUTIVE (FINANCIAL)

2. C-LEVEL EXECUTIVE (OTHER)3. PRODUCTION / MANAGER4. MARKETING & SALES5. HUMAN RESOURCES6. INFORMATION TECHNOLOGY

EMAIL MARKETING - INDUSTRIES

# Industry Name HubSpot Short Name1 Agriculture agr2 Apparel app3 Chemicals che4 Communications com5 Construction con6 Distribution dist7 E-commerce eco8 Education edu9 Electronics & High-Tech e&ht10 Energy ene

EMAIL MARKETING - INDUSTRIES

# Industry Name HubSpot Short Name11 Engineering eng12 Entertainment ent13 Environmental env14 Finance fin15 Food & Beverage f&b16 Furniture fur17 Government gov18 Hospitality & Travel h&t19 Insurance ins20 Legal leg21 Machinery mac

EMAIL MARKETING - INDUSTRIES

# Industry Name HubSpot Short Name22 Manufacturing man23 Media & Advertising m&a24 Medical & Healthcare m&h25 Non-Profit non26 Professional Services pro27 Real Estate rea28 Recreation rec29 Telecommunications tel30 Transportation tra31 Utilities uti32 Warehouse & Storage w&s

EMAIL MARKETING - PRODUCTS

SAGE

MANAGED SERVICES

CLOUD HOSTING

EMAIL MARKETING - PRODUCTS

SAGE

SAGE 100

SAGE 300

SAGE 500

SAGE CRM

EMAIL MARKETING - PRODUCTS

MANAGED

SERVICES

EPICOR

SAGE

INTACCT

BACKUP

OTHER

EMAIL MARKETING - PRODUCTS

CLOUD HOSTIN

G

EPICOR

SAGE INTACCT

OTHER

LEADS – ACTIONS PROCESS

• Collect & Input data into CRM

• Qualification

• After qualification, lead is passed to Sales

• Targeted• Nurtured• Newsletters• Blogs

• Research & create

• Buy new• Use existing

Lists Emails

CallsPass Off

LEADS - SOURCES

• Call In • Email Blast

• iSySair Webform Direct

• Sage Assigned

• TopSage Resellers .com

• CDI Webform Direct

• Employee Referral

• Jigsaw • Search Engine

• Webinar

• Cold Call / Telemarketing Campaign

• Event • Partner • Small biz trends.com

• Word of Mouth

• Customer Referral

• Find Accounting Software .com

• PPC Advertisement

• Social Media

OBJECTIVES & PIPELINE

• Internal Newsletters – Every Friday @ 3 p.m.

• CompuData’s business technology optimization blog – Every day @ 8 a.m.

• CRM eBook – Due by Friday, 1/16

• Quick Ways To Unlock Hidden Manufacturing Capacity eBook – Due by Friday, 1/16

• Lean Manufacturing Strategies 2015 – Development of content for webinar to support theme, content due 1/16. Tentative webinar date is 1/29.

• ERP Manufacturing eBook – Completed, will tie this content theme into Lean Manufacturing Strategies 2015 project

• Daily News Interview Scheduled – a business reporter is coming Monday at 10 a.m. to interview Angela for an article. The article will appear in the Daily News and on Philly.com.