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Mishel Ok, you know us. Now let s get to know everyone in the audience.

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Mishel Justesen @nerdofdesign.com

Ok,  you  know  us.  Now  let’s  get  to  know  everyone  in  the  audience.

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Mishel Justesen @nerdofdesign.com

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Mishel Justesen @nerdofdesign.com

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Mishel Justesen @nerdofdesign.com

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Mishel Justesen @nerdofdesign.com

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Mishel Justesen @nerdofdesign.com

I  think  this  is  interesting  because  there  is  a  definite trend  going  on.  Marketing  

technology   budgets  are  soon  going  to  rival  that  of  IT  and  marketing  professionals  are   going  to  have  to  become  increasingly  technical.

It  is  VERY  important  that  all  these  roles  work  together  to  build  a  marketing   technology   infrastructure  that  makes  sense.

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Mishel Justesen @nerdofdesign.com

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Jamie  Whited @JamieLWhited

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Jamie  Whited @JamieLWhited

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Jamie  Whited @JamieLWhited

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Jamie  Whited @JamieLWhited

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Mishel Justesen @nerdofdesign.com

How  many  of you  have  seen  this  graphic  before? We call  this  the  big  scary  slide.

This  is  what  the  MarTech landscape  looked  like  at  the  beginning  of  this  year.   We’re  going  to  make  this a  lot  less  scary.

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Mishel Justesen @nerdofdesign.com

Our  focus  will  be  on  these  three  areas  today.

Email  Marketing,  CRM,  marketing  automation  and  integrated  marketing

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Jamie  Whited @JamieLWhited

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Jamie  Whited @JamieLWhited

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Jamie  Whited @JamieLWhited

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Jamie  Whited @JamieLWhited

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Mishel Justesen @nerdofdesign.com

IBM’s  MRM  is  called  IBM  Campaign.  Their pitch  is  “delivering  the  right  message  at  the   right  time  to  HUGE  VOLUMES  of  customers  and  prospects.”

Teradata’s  MRM  is  called  Teradata  Marketing  Operations.  Like  IBM  Campaign,  it   meant  for  very  large  organizations.

Microsoft  is making  major  investments  in  this  area  with  Microsoft  Dynamics   Marketing.  I’m  sure  we’re  all  very  interested  to  see  how  MDM   continues  to  be   developed.

Adobe’s  MRM is  called  Adobe   Campaign.  Keep  an  eye  on  Adobe,  they  are  making   major  investments  in  the  MRM  world.  

These  two  MRM’s  are  more  accessible  to  middle  market companies.

Brandmaker is  out  of  Germany.  Snappy  website.  Interesting to  view  they  have  many   brand  names  that  are  globally  recognized  and  some  nice  case  studies.

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Jamie  Whited @JamieLWhited

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Jamie  Whited @JamieLWhited

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Mishel Justesen @nerdofdesign.com

ConstantContact – my first  email  marketing  platform.  In  fact,  just  closed  my  account   last  month.  Used  it  for  along  time.  

Mailchimp – Easy to  use.  Has  some  great  workflow  options.  Free  for  your  first  2,000   contacts.  Pricing  that  is  very  easy  on  the  budget.

Bluehornet – I’ve  not  used  it  before but  Microsoft  is  one  of  their  clients.  This  platform   is  better  for  larger  organizations  and  I  can  tell  because  pricing  wasn’t  listed  on  their   site!  

Emma  – Not  for  beginners  but  does  not  require  an  IT  degree.  Beautiful  templates,   nice  dynamic  content  option.  Worth  taking  a  look  at.

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Jamie  Whited @JamieLWhited

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Jamie  Whited @JamieLWhited

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Mishel Justesen @nerdofdesign.com

Hubspot’s platform  is  very  robust  and  includes  social  media  marketing  tools.  I am  not   a  Hubspot customer  but  I  am  a  Hubspot fan  and  I  have  several  industry  colleagues   who  use  this  platform  very  successfully.  The  amount  of  free  info  they  allow  you  to   download  is  spectacular  to  say  the  least.

InfusionSoft – great  platform  for  small  businesses.  Roeder  Studios  is  featured  on  their   website.

HootSuite,  Sproutsocial: Originally  built  to  monitor  multiple  social  media  accounts.   Both  of  the  platforms  have  grown  to  offer  other  features.

Sprout  Social  has  tackled  the  “social  CRM”  challenge.  While  I’ve  not  had  an   opportunity   to  play  with  their  social  CRM  tool,  it  does  look  very  interesting  and   worthy  of  a  look  (or  two).

Tweepi is  a  Twitter-­‐only  tool  that  analyzes  and  helps  you  manage  your  twitter   followers.  There  is  a  small  monthly  fee  for  this  platform.

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Jamie  Whited @JamieLWhited

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Mishel Justesen @nerdofdesign.com

Hubspot – on  their  server,  using their  templates.  Ok  unless  you  have  the  tech   expertise  and  want  more  control.  Very  sophisticated  despite  this  minor  tech  barrier.   Sitecore – need  a  developer,  very  sophisticated  CMS  with  a  lot  of  functionality.

Dynamicweb – integrates  nicely  with  Dynamics.  Built  on  the  Microsoft  .NET  platform. Adobe Experience  Manager  – Adobe  creative  cloud  seamless  integration  with  an   emphasis  on  making  the  life  of  your  IT  department  people  easier.

While these  are  all  CMS  platforms,  they  are  much  more  complex,  require  a  higher   level  of  technical  expertise,  and  are  really  better  suited  for  larger  corporations  who   have  an  inhouse marketing  department  that  includes  graphic  designers,  writers,  and   most  importantly,  a  dedicated  website  developer.

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Mishel Justesen @nerdofdesign.com

For  the  smaller  organizations,  there  is  also  some  really  amazing  solutions. Wordpress,  Drupal,  Joomla are  all  free  to  download and  easy  to  use.  

There  are  a  ton  of  developers  out  there  making  beautiful  templates  that  overlay  on   top  of  these  sites,  making  it  easy  for  anyone  with  some  basic  web  design  skills  to  put   up  a  website.  

Marketing  automation  tools  generally  have  to  be  added  on  as  extensions  (or  widgets)   to  these  type  of  sites.  

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Jamie  Whited @JamieLWhited

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Jamie  Whited @JamieLWhited

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Mishel Justesen @nerdofdesign.com

CRM  generally  has  very  limited  marketing  automation  functionality. All  three  of  these   options  can  be  used  in  the  cloud  as  stand-­‐alones,  they  can  also  be  integrated  into   your  CRM  platform.  

CoreMotives – Silverpop – Now  IBM.  This  popular  platform  is  being  supported  for  a   while  longer  but  is  being  phased  out.  Engage  is  the  replacement  and  will  be  part  of   the  new  IBM  Marketing  Cloud.  

ClickDimensions is  fully  embedded   in  Microsoft  CRM.

Microsoft  Dynamics  Marketing  is  the  new  kid  on  the  block  and,  well  its  Microsoft,  so   watch  the  development  of  this  platform  closely.

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Jamie  Whited @JamieLWhited

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Jamie  Whited @JamieLWhited

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Mishel Justesen @nerdofdesign.com

Let’s  face  it,  there  is  a  TON  of  data  out there  that  you  can  slice  and  dice  to  generate   pretty  much  any  type  of  report  you  want  to  come  up  with.

If  you  are  new  to  the  world  of  “analytics”  do  yourself  a  favor.  Get  a  free  Google   Analytics  account  to  play  with.  It’s  free  (yes,  I  said  that  twice)  and  you  can  get  an   incredible  amount  of  data  from  a  free  account.  It  is  also  a  great  learning  tool  and   Google  has  a  lot  of  free  learning  tools  that  you  can  use  to  take  the  first  steps  into   analytics.

These  are  just  a  few  of  the  big  players  in analytics.  Remember,  the  more  sophisticated   the  tool,  the  larger  the  price  tag  and  need  for  expertise  and  IT  support.  

If  anyone  is  on  Eloqua  – ask  Mishel.

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Jamie  Whited @JamieLWhited

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Jamie  Whited @JamieLWhited

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Mishel Justesen @nerdofdesign.com

Act-­‐on  – Jamie is  using  this  now.  I  love  it  for  the  beautiful  and  easy  to  use  drag  and   drop  interface.

Marketo is  very  powerful  and  from  what  I  understand  from  a  few  companies  I’ve   worked  with,  Marketo has  become  the  engine  behind  some  customized  automation   platforms  that  they  then  repackage  and  sell  to  their  customers.

Jamie  loves  Salesfusion J Hubspot (again)

I’m  a  huge Silverpop fan.  It  has  amazing  functionality  and  a  huge  selection  of  options   via  strategic  partners  who  have  built  custom  API’s  that  plug  right  into  their  platform. Oracle,  again  – amazing  functionality.

Salesforce  pardot – cloud  based,  affordable,  and  claims  to  be  easy  to  implement.

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Mishel Justesen @nerdofdesign.com

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Mishel Justesen @nerdofdesign.com

It  better  be  love  because  picking  a  CRM  implementation  partner  is  a  lot  like  marriage.   1. You’re  going  to  spend  a  large  sum  of  money  together.

2. You’re  going  to  spent  A  LOT  of  quality  time  together,  often  after  hours  and  on   weekends.

3. Your  implementation  partner  is  going  to  get  to  know  how  your  organization  runs   inside  and  out.

4. And  a  break  up  is  very,  very  bad.  It  is  incredibly  difficult  to  pass  along  all  of  the   knowledge  and  intimate  details  of  your  CRM  system  to  someone  new.

So  think  of  that  RFP  process  like  a  dating  contract.  And  take  it  very  seriously.

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Mishel Justesen @nerdofdesign.com

It  better  be  love  because  picking  a  CRM  implementation  partner  is  a  lot  like  marriage.   1. You’re  going  to  spend  a  large  sum  of  money  together.

2. You’re  going  to  spent  A  LOT  of  quality  time  together,  often  after  hours  and  on   weekends.

3. Your  implementation  partner  is  going  to  get  to  know  how  your  organization  runs   inside  and  out.

4. And  a  break  up  is  very,  very  bad.  It  is  incredibly  difficult  to  pass  along  all  of  the   knowledge  and  intimate  details  of  your  CRM  system  to  someone  new.

So  think  of  that  RFP  process  like  a  dating  contract.  And  take  it  very  seriously.

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Jamie  Whited @JamieLWhited

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Mishel Justesen @nerdofdesign.com

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Mishel Justesen @nerdofdesign.com

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Mishel Justesen @nerdofdesign.com

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Jamie  Whited @JamieLWhited

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Jamie  Whited @JamieLWhited

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Mishel Justesen @nerdofdesign.com

We  can  break  this  work  plan  into  8  steps.

Forms  >  Integration  into  CRM  >  Rollout >  Data  Migration  >  Training  >  Connectors   >   Sales  >  Technical  Setup

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Jamie  Whited @JamieLWhited

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Jamie  Whited @JamieLWhited

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Mishel Justesen @nerdofdesign.com

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Mishel Justesen @nerdofdesign.com

This  SiriusView compares  leading  vendors  within  the  b-­‐to-­‐b  marketing  automation   platform  (MAP)  space.

Although  all  MAPs  offer  similar  functionality this  white-­‐paper  does  an  excellent  job  of   outlining  the  differences  using  case  studies.

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Mishel Justesen @nerdofdesign.com

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