optify: how to use visitor and lead intelligence

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TUESDAY, OCTOBER 30 , 2012 1:00 PM ET URI BARJOSEPH, DIRECTOR OF MARKETING, OPTIFY How to use visitor and lead intelligence to drive more sales

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Webinar presentation to the LinkedIn Group: B2B Tech Community about how to use visitor and lead intelligence for marketing and sales.

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Page 1: Optify: How to use visitor and lead intelligence

TUESDAY, OCTOBER 30, 2012 1:00 PM ET URI  BAR-­‐JOSEPH,  DIRECTOR  OF  MARKETING,  OPTIFY  

How  to  use  visitor  and  lead  intelligence  to  drive  more  sales  

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Uri  Bar-­‐Joseph,    Director  of  MarkeKng,    OpKfy  Uri  Bar-­‐Joseph  heads  up  lead  generaKon  efforts  and  manages  the  inside  sales  funcKon  at  OpKfy.    He  excels  at  using  the  latest  internet  technology  to  help  his  team  generate  and  close  more  leads.      Uri  exemplifies  what  it  is  to  be  a  B2B  marketer  in  today’s  buyer-­‐driven  economy  and  pushes  tools  and  programs  to  their  limits  to  achieve  outstanding  results.   Follow Uri @uribarjoseph                      www.linkedin.com/in/uribarjoseph  

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About  OpKfy  

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What  we’ll  cover  today  

•  What  visitor  intelligence  is  out  there?  •  How  can  markeKng  use  it?  •  How  can  your  sales  team  use  it?    •  Actual  examples  for  each  stage  of  a  MarkeKng-­‐Sales  process  

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MarkeKng  has  changed:  The  buyers  make  their  own  journey  

PresentaKon  &  content  sharing    

Q&A  and  forums  

Social  media  

Outbound  tacKcs  

The  Web  &  blogosphere  

?   ?  ?  

?  ?  

70% of buy cycle is completed before sales engage.  Forrester  2011  

Most of the selling happens when your sales people aren’t in the room.  Brian  Carroll,  MECLABS  

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To  succeed  in  this  buyer-­‐led  world  you  must…  

Convert leads to

customers

Convert visitors to

leads

Get the content found

Create valuable content

Understand their needs

Know your buyers

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…and  align  your  acKvity  to  their  stage  and    state-­‐of-­‐mind  

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But  the  same  tools  they  use  to  learn  about  you,  can  be  used  to  help  you  learn  about  and  approach  them.  

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What  intelligence  can  you  gather?  

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How  can  you  use  it?  

• Aggregate intelligence • Test your messaging and

target profile • Find new markets and

segments • Refine your content • Analyze your programs • Score, segment,

prioritize and deliver leads

• Enable sales with intelligence

• Deliver more leads • Nurture

Marketing

•  Individual level • Follow up with leads • Tailor your message • Prioritize • Alert • Know when to push and

when to back off • Nurture

Sales

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MarkeKng  Framework  

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Example:  Define  &  Refine  On-­‐Target  Lead  

•  From  Persona  to  a  Profile    •  How  many  of  them  do  you  have  in  your  Database?  

•  How  many  of  them  do  you  get?  

• Where  do  they  come  from?  Where  do  they  land?  

• What  do  they  do  on  your  website?  

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Set  Goals  &  Establish  Baseline  

Use  Intelligence  to  know  where  you  are    

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Set  Goals  &  Establish  Baseline  

Set  your  goals  based  on  the  insight  you  gained    

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Setup  &  Execute  Campaign    

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Delivering  Leads  to  Sales  

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Deliver  on-­‐target  Leads  

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Enable  Sales  to    (intelligently)  Follow  Up  

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Here’s  an  example  of  a  Daily  Email  from  Op4fy  

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Measure,  Refine  and  Repeat    

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Here’s  an  example  of  an  Op4fy  report  

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The  Never-­‐ending  Cycle  of  the  B2B  Marketer  

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QuesKons?  

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AddiKonal  Resources  •  OpKfy  B2B  Lead  GeneraKon  Blog  -­‐  hkp://www.opKfy.net/lead-­‐generaKon-­‐solware-­‐blog  

•  Digital  MarkeKng  Resources  -­‐  hkp://www.opKfy.net/inbound-­‐markeKng-­‐resources    

•  Visitor  &  Lead  Intelligence  White  Paper  -­‐  hkp://www.opKfy.net/forms/website-­‐visitor-­‐lead-­‐intelligence-­‐your-­‐sales-­‐enablement-­‐secret-­‐weapon    

•  We  will  send  you  a  follow  up  email  with  a  link  to  the  recording,  presentaKon  and  the  complimentary  white  paper  

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®[email protected]              @uribarjoseph                in/uribarjoseph