creating a drip program webinar slides

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Creating a Drip Program Christy Au Client Advocate Sydney, NSW Sammi Pang Client Advocate Sydney, NSW w/ Special guests Alex Kaye - Destined Stephane With - Expr3ss!

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Page 1: Creating a Drip Program Webinar Slides

Creating a Drip Program Christy Au Client Advocate

Sydney, NSW

Sammi Pang Client Advocate Sydney, NSW

w/ Special guestsAlex Kaye - Destined

Stephane With - Expr3ss!

Page 2: Creating a Drip Program Webinar Slides

The Client Advocates help our customers achieve their marketing goals by providing Pardot strategy, marketing automation best practices, and industry trends.

Page 3: Creating a Drip Program Webinar Slides

The Pardot Client Advocates

Adam Waid Ginny Richardson

Hannah FreemanNicole Conley Richard Lewis Josie Harvey Kylie Nickles

Molly Morris FutrellCamille Barnet Paymaun “P$” Rezai

Christy AuCristi Moscoso Lindsay Stanford

David DiGiammarino Sammi Pang

Caitlin Clark Howell

Jessica Williams

Rob Valdez

Jazmyne Dodd Dane McKinley

Clare Kelly

Leigh Falgoust Virginia Baaklini

Page 4: Creating a Drip Program Webinar Slides

Safe Harbor

Safe harbor statement under the Private Securities Litigation Reform Act of 1995:

This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.

The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site.

Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.

Page 5: Creating a Drip Program Webinar Slides

Agenda Don’t forget to chat in your questions as you have them :)

● Develop your drip strategy● Common Drip Program examples● 3-2-1 Drip program for nurturing leads● Pardot Tips and Tricks● Case Study: Destined & Expr3ss!● Q&A

Page 6: Creating a Drip Program Webinar Slides

Developing a StrategyStrategy→ List → Email Templates → Building Drip Program

• What are your goals?

• How will you measure success?• Who are you targeting?• What should their journey look like? • What type of content is appropriate at each

stage?• What happens at the end?

Page 7: Creating a Drip Program Webinar Slides

Common Drip Programs

Post-Event Follow Up - Don’t let anyone slip through the cracks

Long Sales Cycle? Don’t lose touch!

Dead leads? Let’s wake them up! Perfect for Stage 1 Leads who need high-level information

Check out our Lead Nurturing Lab for Sample Templates

Page 8: Creating a Drip Program Webinar Slides

3 - 2 - 1: Cold Database Drip Strategy

Additional Resources:● Getting Started with Lead Nurturing-The 3-2-1 Strategy● Lead Nurturing Lab

Not sure where to start with your database?

Page 9: Creating a Drip Program Webinar Slides

Start with your buyer’s journey

Don’t try to do everything at once

Begin with the end in mind

Use custom redirects

Use strategic subject lines

Personalise (dynamic content, variable tags, segmentation)

Use suppression lists

Pardot Tips & Tricks Nurture like a pro

Page 10: Creating a Drip Program Webinar Slides

Client Case Study:Expr3ss! & Destined

Page 11: Creating a Drip Program Webinar Slides

Why Destined

Destined specialises in marketing automation. We help organisations get the technology in place and then support them to get the most out of it.

We were the first Salesforce Pardot implementation partner in the Asia Pacific region and are based in North Sydney. We have helped over 100 businesses of all shapes and sizes implement Pardot and grow their revenue.

We would welcome to chance to talk to you about how we can support your business grow.

Ph: +612 8964 5833

[email protected]

www.destined.com.au

Australian Family-owned Company Founded in 1999 in Adelaide – headquartered in Sydney since

2006 Developed unique and practical web-based staff selection

system Algorithm pinpoints “star” applicants that fit the job, team and

company culture within minutes Web-based [SAAS] accessible 24 x 7 wherever the internet is

– on any device Top 500, ASX Listed, BRW Fastest 100 companies, SME,

Iconic Family Businesses

1800 00 55 98

[email protected]

www.expr3ss.com

Introduction to Destined & Expr3ss!

Page 12: Creating a Drip Program Webinar Slides

> Title: Recycle Leads Funnel 1

> Description: This is a generic “catch all” recycling funnel. It can be used for leads that sales never followed up.

> Sales Psychology: We don’t assume anything about what this person knows about us as a business. We assume they are coming in the top of the funnel with little or no knowledge of us. We want them to understand they have a problem and that we can solve it.

> Success: The prospect is progressively profiled. A meeting is booked.

> Recipient List: “Recycle Leads Funnel 1” - This is set to a Static List so prospects can be manually added or removed from the recipient list.

> Velocity & Timing: A prospect on this list will receive an email every 7 - 10 days.

> Follow up: Salesperson to call after final email and seek to get a meeting.

Drip Campaign (Built in Engagement Studio)To find out more about this topic go here: http://destined.com.au/recycle-leads-drive-revenue/

Page 13: Creating a Drip Program Webinar Slides

Drip Campaign (Built in Engagement Studio)To find out more about this topic go here: http://destined.com.au/recycle-leads-drive-revenue/

Page 14: Creating a Drip Program Webinar Slides

Drip Campaign (Built in Engagement Studio)

Page 15: Creating a Drip Program Webinar Slides

Always have a clear objective

Make sure who your target audience is before you create your content. Know who your target audience is (based upon your ideal client profile), understand what their interests are.

Use Suppression Lists: If you are running a pre-sales event, or an event for instance and the prospect does take on your call to action.

Review your campaigns’ effectiveness regularly in order to understand which parts are working and the ones that are failing.

Tips & Tricks Nurture like a pro

Page 16: Creating a Drip Program Webinar Slides

How long have you been using the drip campaign functionality?

How often do you review the results?

Where do you usually receive data from? – and how do you think people can improve increasing their data (and top of funnel) with new names?

As a senior marketing manager, can you see any potential other sources to accumulate data that may also suit other organisations?

Question and Answer

Page 17: Creating a Drip Program Webinar Slides

Any questions?We have answers!

Page 18: Creating a Drip Program Webinar Slides

Success Community

www2.pardot.com/success

Page 19: Creating a Drip Program Webinar Slides

Advocate Calendar

www2.pardot.com/advocates

Page 20: Creating a Drip Program Webinar Slides

Thank you