Download - Get on the Road to Analytics Success
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© 2013 Marketo, Inc. Marketo Proprietary and Confidential
Get on the Road to Analytics Success
Jono Schneider, Revenue Consultant, Marketo
TJ Kim, Senior Product Manager, Marketo
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• Intended audience• Customers currently using or are interested in the Select
SMB Edition or Revenue Cycle Analytics (RCA)
• Questions? Please ask them in the chat window.• Q&A will be addressed at the end
• Recording will be sent to participants next week.
Welcome!
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Page 3© 2013 Marketo, Inc. Marketo Proprietary and Confidential
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Topics
• Instant Value: Opportunity Influence
• Fast Value: Program Analysis
• Strategic Value: Revenue Cycle Model Metrics
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Revenue Cycle Analytics (RCA) – What is it?
• Opportunity Influence Analyzer• Program Analyzer• Success Path Analyzer• Revenue Cycle Modeler• Revenue Cycle Explorer
• Program Analysiso To Opportunities (Marketing Touches)o To Model Stages (Acquisition Programs)o Costso Membership/Acquisition
• Model Performance Analysis• Lead/Company Analysis• Opportunity Analysis
• Custom Fields and Tags Reporting
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Which Features Are in My Subscription?
• Standard SMB Edition• Analyzers: Opportunity Influence and Program
• Select SMB Edition • Analyzers: Opportunity Influence, Program, and Success Path• Revenue Cycle Modeler• Revenue Cycle Explorer
• Lead Management Professional or Enterprise with Revenue Cycle Analytics• Analyzers: Opportunity Influence, Program, and Success Path• Revenue Cycle Modeler• Revenue Cycle Explorer
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Which Subscription do I Have?
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Opportunity Influence Analyzer, Part I
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Dreamforce 2010
Dreamforce 2011
Opportunity Influence Analyzer, Part II
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Options on Opportunity Influence Analyzer
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Opportunity Influence Analyzer
• Shows marketing “touches” for contacts/accounts with opportunities
• Requires implementation of Marketo programs for both Acquisition and Success
• Helps determine where Marketing Influence isn’t being captured
• Shows relationship between Interesting Moments (Generic) and Program Touches (Specific)
• 4 Types of Influence: • Lead Creation (via Programs) to Opp Creation• Lead Creation (via Programs) to Opp Close• Program “Touch” to Opp Creation• Program “Touch” to Opp Close
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Programs Make RCA Awesome
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The Anatomy of a Program
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The Anatomy of a Program
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The Anatomy of a ProgramFolder Name
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The Anatomy of a ProgramFolder Name
Program Name (1 per “contract”)
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The Anatomy of a ProgramFolder Name
Program Name (1 per “contract”)
Smart Campaigns
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The Anatomy of a ProgramFolder Name
Program Name (1 per “contract”)
Smart Campaigns
Local Assets: Forms, Landing Pages, Static Lists, Smart Lists, Emails
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The Anatomy of a ProgramFolder Name
Program Name (1 per “contract”)
Smart Campaigns
Local Assets: Forms, Landing Pages, Static Lists, Smart Lists, Emails
Program Type: Is this program based on attendance? If so, it’s an Event. If not, it is Default.
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The Anatomy of a ProgramFolder Name
Program Name (1 per “contract”)
Smart Campaigns
Local Assets: Forms, Landing Pages, Static Lists, Smart Lists, Emails
Program Type: Is this program based on attendance? If so, it’s an Event. If not, it is Default.
Channel: A label that defines a type of Marketing Program
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The Anatomy of a ProgramFolder Name
Program Name (1 per “contract”)
Smart Campaigns
Local Assets: Forms, Landing Pages, Static Lists, Smart Lists, Emails
Program Type: Is this program based on attendance? If so, it’s an Event. If not, it is Default.
Channel: A label that defines a type of Marketing Program
Program Lead: Who is managing this Program?
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The Anatomy of a ProgramFolder Name
Program Name (1 per “contract”)
Smart Campaigns
Local Assets: Forms, Landing Pages, Static Lists, Smart Lists, Emails
Program Type: Is this program based on attendance? If so, it’s an Event. If not, it is Default.
Channel: A label that defines a type of Marketing Program
Program Lead: Who is managing this Program?
Description: Optional notes for the Program
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The Deeper Anatomy of a Program
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The Deeper Anatomy of a Program
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The Deeper Anatomy of a Program
Total number of Members in the Program
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The Deeper Anatomy of a Program
Total number of Members in the Program
Number of New Names in the Program
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The Deeper Anatomy of a Program
Total number of Members in the Program
Number of New Names in the Program
Number of members who met the objectives of the Program; drives Opportunity and Revenue credit
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The Deeper Anatomy of a Program
Total number of Members in the Program
Number of New Names in the Program
Number of members who met the objectives of the Program; drives Opportunity and Revenue credit
Progression Statuses define at what stage the record is in for the program
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Add Costs So It Shows up in RCA
Cost month versus membership month
Use 0 if no-cost programs
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Channel and Progressions
Sample Program Types (Channels)Blog Online AdvertisingCall Blitz OSDR ProspectingContent Syndication ReferralData Quality RoadshowDirect Mail Sales OutboundEmail Blast SponsorshipEmail Blast CTA SurveyFirst Touch Direct Mail TradeshowInbound User Group MeetingISDR Prospecting Virtual Trade ShowMarketing Prospecting WebinarMarketing Qualified WebsiteMicro-Event
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Channel and Progressions
Sample Program Types (Channels)Blog Online AdvertisingCall Blitz OSDR ProspectingContent Syndication ReferralData Quality RoadshowDirect Mail Sales OutboundEmail Blast SponsorshipEmail Blast CTA SurveyFirst Touch Direct Mail TradeshowInbound User Group MeetingISDR Prospecting Virtual Trade ShowMarketing Prospecting WebinarMarketing Qualified WebsiteMicro-Event
Each Channel defines the Progression Statuses and Success Criteria
Can sync status to SFDC Campaign
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Sample Progressions / Success Criteria
Email Blast CTA SentOpened
ClickedConvertedUnsubscribed
Micro-Event 0 – On Prospecting List1 – Invited2 – Registered3 – Attended4 – Existing OpportunityCurrent Customer5 – Sales Meeting Scheduled
Recycled – Not a ProspectRecycled – Recycled to Later DateRecycled – Referred to Colleague
at Company6 – Zero Stage Opportunity7 – Opportunity8 – Opportunity WonDeclined
Tradeshow InvitedAttended Show
EngagedVisited Booth
Webinar InvitedPending ApprovalRejectedWait ListedRegistered
No ShowEngagedAttendedAttended On-demand
Green = Success
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Important!
• Program – Opportunity Analysis requires Contacts to be attached to Opportunity
• Use Opportunity Influence Analyzer to review Opps
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Important!
• Program – Opportunity Analysis requires Contacts to be attached to Opportunity
• Use Opportunity Influence Analyzer to review Opps
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Program Analysis – Within Marketo
• Allows you to analyze programs as follows:• Cross Channel Analysis• Program to Program Analysis• By Acquisition
o Overall and Cost per New Name• By Success/Marketing Touch
o Overall and Cost per Success• Program to Pipeline• ROI – Cost of Program to Amount of Revenue Generated
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Program Influence Analyzer
Screenshot: Marketo Revenue Cycle Analytics
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Lots of Fields Available to Analyze!
For each Revenue Stage• Cost per• New names (flow
ever)• New names (flow
current)• % conversion from
prior (ever, current)
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Drill Through to RCE Reports
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Program Analysis Areas
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First- vs. Multi-Touch Attribution
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Program | Opportunity Connection
How Many Successes Does it Take to Create an Opportunity?
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Key Program Metrics
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Revenue Cycle Model
• Visual representation of Marketing/Sales Funnel
• Defines and tracks process through which Leads/Contacts move to Success and/or Detours
• Allows for reporting on the effectiveness and efficiency of marketing/sales process
• Represents Marketing/Sales Relationship
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How to get your Model started
• Draft stages & transition
• Design the model
• Discuss with Sales to get agreement
• Implement the model
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Example: Success Path Stages
Prospect Marketing Lead
Sales Lead Opportunity
Customer
All Names Inquiry Agency > 30k
Sales Is a client
Score above threshold
Advertiser > 100k
Project > 120 days
Ask technical questions
SLA: 21 days SLA: 7 days
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Basic Model
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Wrong Way
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Lesson Learned
• Determine your expected lead flow first• Lead to enter any stage• Lead to enter at the top and move down
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Setting Up Transitions
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Setting Up Transitions
Keep Transitions Simple; Use Moments of Truth
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Setting Up Transitions
Ex: Added to Early Opportunity Stage to show movement to Sales
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Control Transition Quality
Use Smart List to identify leads that are not in the right stage
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Success Path Analyzer
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Model Reports in Revenue Explorer
Lead Flow Report
Lead Balance Report
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You Can Take it with You
• Use the model as a communication tool• Optimization will take few months• Once completed, keep model unchanged as much as
possible• The model is only one piece of RCA, leverage other
reports for further insights
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• Need more help? Marketo offers services to get you on the road to analytics success• Reporting Expert Services
o On-going programmatic services to help your organization analyze and discover actionable insights
o 1:1 sessions with a Marketo consultant• Marketo Office Hours
o Unlimited group office hours to work through questions and get expert advice
• Contact [email protected] for more info
• Presentation and recording available athttp://pages2.marketo.com/reporting_pres.html
• FAQ available at https://community.marketo.com/MarketoKnowledgeArticles?topcategory=Revenue_Cycle_Analytics
Thank You!